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-6.96%
This Month
-7.46%
Year To Date
+11.42%
2 Years
+18.52%
5 Years
+18.52%
10 Years
+3.85%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💰 Finance44.95%
- 🧩 Miscellaneous19.47%
- 🖥️ Technology Services11.24%
- 📊 ETFs10.18%
- 💵 Cash4.75%
- 🪙 Cryptocurrencies2.44%
- 🛍️ Retail Trade2.05%
- 🧬 Health Technology1.87%
- 💼 Commercial Services1.67%
- 🍞 Consumer Non Durables1.04%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE46.29%
- 🇺🇸 Nasdaq22.5%
- 🇬🇧 LSE15.17%
- 🇸🇪 Stockholm Stock Exchange3.39%
- 🌍 Digital Currency2.44%
- 🇩🇰 Copenhagen Stock Exchange1.87%
- Regular Trading Hours - RTH1.67%
- 🇺🇸 Chicago Board Options Exchange1.58%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States48.7%
- 🇸🇪 Sweden3.39%
- 🇮🇱 Israel2.63%
- 🇯🇵 Japan2.4%
- 🇩🇪 Germany1.98%
- 🇩🇰 Denmark1.87%
- 🇬🇧 United Kingdom1.85%
Dividends
Dividend Yield
0.65%
12 out of 24 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $NOVO-B.CO (5.04%)
Performance Metrics
Score 3.2/10
Beta
0.68
0.68
0
0.8
1.2
0
2
Sharpe Ratio
0.18
0.18
0
0.5
1
1.5
1.5
Sortino Ratio
0.31
0.31
0
1
2
3
3
Jensen's Alpha
-2.21
-2.21
-3
0
2
4.5
4.5
Omega Ratio
0.75
0.75
0
1
1.5
2.5
2.5
Treynor Ratio
0.38
0.38
0
0.75
1.25
2
2
Information Ratio
-0.33
-0.33
-1
0.3
0.6
1
1
Calmar Ratio
0.17
0.17
0
0.3
0.6
1
1
Beta
0.68
0.68
0
0.8
1.2
0
2
Sharpe Ratio
0.18
0.18
0
0.5
1
1.5
1.5
Sortino Ratio
0.31
0.31
0
1
2
3
3
Jensen's Alpha
-2.21
-2.21
-3
0
2
4.5
4.5
Omega Ratio
0.75
0.75
0
1
1.5
2.5
2.5
Treynor Ratio
0.38
0.38
0
0.75
1.25
2
2
Information Ratio
-0.33
-0.33
-1
0.3
0.6
1
1
Calmar Ratio
0.17
0.17
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
20.37
High:
PYPL.RTH
30.54PYPL.RTHLow:
INVE-A.ST
6.75INVE-A.STDetails
PEG Ratio
203.91
High:
NOVO-B.CO
645.12NOVO-B.COLow:
SAP
16.25SAPDetails
Price/Book
3.37
High:
MA
57.08MALow:INVE-A.ST
1.11INVE-A.STDetails
Price/Sales
4.58
High:
V
13.99VLow:
MUFG
2.26MUFGDetails
Price/CF
20.93
High:INVE-A.ST
45.43INVE-A.STLow:
IBKR
1.19IBKRDetails
Price/FCF
45.93
High:
BLK
440.38BLKLow:IBKR
1.2IBKRDetails
P/E Ratio
20.37
High:PYPL.RTH
30.54PYPL.RTHLow:INVE-A.ST
6.75INVE-A.STDetails
PEG Ratio
203.91
High:NOVO-B.CO
645.12NOVO-B.COLow:SAP
16.25SAPDetails
Price/Book
3.37
High:MA
57.08MALow:INVE-A.ST
1.11INVE-A.STDetails
Price/Sales
4.58
High:V
13.99VLow:MUFG
2.26MUFGDetails
Price/CF
20.93
High:INVE-A.ST
45.43INVE-A.STLow:IBKR
1.19IBKRDetails
Price/FCF
45.93
High:BLK
440.38BLKLow:IBKR
1.2IBKRDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-32.07% | Nov 2021 | Jun 2023 | 19 |
-8.13% | Feb 2026 | - | 2 |
-4.93% | Dec 2024 | May 2025 | 5 |
-3.08% | Aug 2024 | Nov 2024 | 3 |
-2.06% | Apr 2024 | May 2024 | 1 |
-1.63% | Sep 2021 | Oct 2021 | 1 |
-0.38% | Oct 2025 | Nov 2025 | 1 |