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-2.31%
This Month
-4.12%
Year To Date
+31.71%
2 Years
+31.71%
5 Years
+31.71%
10 Years
+21.46%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology22.87%
- 💵 Cash14.92%
- 🪙 Cryptocurrencies13.85%
- 📊 ETFs12.51%
- 🏥 Health Services11.18%
- 🖥️ Technology Services10.63%
- 🚗 Consumer Durables3.67%
- 🧪 Process Industries3.64%
- 🛍️ Retail Trade2.53%
- 🍞 Consumer Non Durables2.47%
- 🧬 Health Technology2%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE35.78%
- 🌍 Digital Currency13.85%
- 🇺🇸 Nasdaq12.62%
- 🇳🇱 Euronext Amsterdam10.76%
- 🇩🇪 Xetra ETFs7.08%
- 🇫🇷 Euronext Paris3.25%
- 🇩🇰 Copenhagen Stock Exchange2%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States38.23%
- 🇳🇱 Netherlands10.76%
- 🇫🇷 France3.25%
- 🇨🇳 China2.53%
- 🇮🇪 Ireland2.22%
- 🇩🇰 Denmark2%
Dividends
Dividend Yield
1.11%
12 out of 19 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $FMC (9.65%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 7.8/10
Beta
0.35
0.35
0
0.8
1.2
0
2
Sharpe Ratio
1.27
1.27
0
0.5
1
2
2
Sortino Ratio
2.86
2.86
0
1
2
3
3
Jensen's Alpha
16.59
16.59
-2
0
2
17
17
Omega Ratio
1.37
1.37
0
1
1.5
2.5
2.5
Treynor Ratio
4.69
4.69
0
0.75
1.25
5
5
Information Ratio
0.45
0.45
0
0.3
0.6
1
1
Calmar Ratio
3.3
3.3
0
0.3
0.6
4
4
Beta
0.35
0.35
0
0.8
1.2
0
2
Sharpe Ratio
1.27
1.27
0
0.5
1
2
2
Sortino Ratio
2.86
2.86
0
1
2
3
3
Jensen's Alpha
16.59
16.59
-2
0
2
17
17
Omega Ratio
1.37
1.37
0
1
1.5
2.5
2.5
Treynor Ratio
4.69
4.69
0
0.75
1.25
5
5
Information Ratio
0.45
0.45
0
0.3
0.6
1
1
Calmar Ratio
3.3
3.3
0
0.3
0.6
4
4
Portfolio Valuation
Based on current positions
P/E Ratio
35.26
High:
TSLA
377.27TSLALow:
FMC
-0.76FMCDetails
PEG Ratio
257.87
High:
ACN
1,453.08ACNLow:
BABA
35.01BABADetails
Price/Book
11.17
High:
AAPL
43.77AAPLLow:FMC
0.83FMCDetails
Price/Sales
4.43
High:TSLA
15.15TSLALow:FMC
0.49FMCDetails
Price/CF
28.22
High:FMC
164.34FMCLow:
NOVO-B.CO
12.15NOVO-B.CODetails
Price/FCF
50.16
High:BABA
1,196.17BABALow:
CRM
15.57CRMDetails
P/E Ratio
35.26
High:TSLA
377.27TSLALow:FMC
-0.76FMCDetails
PEG Ratio
257.87
High:ACN
1,453.08ACNLow:BABA
35.01BABADetails
Price/Book
11.17
High:AAPL
43.77AAPLLow:FMC
0.83FMCDetails
Price/Sales
4.43
High:TSLA
15.15TSLALow:FMC
0.49FMCDetails
Price/CF
28.22
High:FMC
164.34FMCLow:NOVO-B.CO
12.15NOVO-B.CODetails
Price/FCF
50.16
High:BABA
1,196.17BABALow:CRM
15.57CRMDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-9.27% | Oct 2025 | - | 6 |
-3.07% | Jul 2025 | Aug 2025 | 1 |
-1.15% | Dec 2024 | Jan 2025 | 1 |