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-2.84%
This Month
-5.82%
Year To Date
+46.1%
2 Years
+240.86%
5 Years
+240.86%
10 Years
+41.96%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services26.9%
- 💻 Electronic Technology24.48%
- 🪙 Cryptocurrencies7.5%
- 🧪 Process Industries6.2%
- 💰 Finance6.19%
- 🍞 Consumer Non Durables4.41%
- 🛍️ Retail Trade4.26%
- 🧬 Health Technology4.25%
- 📊 ETFs3.92%
- 💇♀️ Consumer Services3.81%
- 💵 Cash3.16%
- 🚚 Transportation2.85%
- 💼 Commercial Services1.28%
- ⚡ Utilities0.67%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq43.4%
- 🇺🇸 NYSE27.92%
- 🌍 Digital Currency7.5%
- 🇩🇪 FRA5.48%
- 🇳🇴 Oslo Stock Exchange4.41%
- 🇬🇧 LSE3.92%
- 🇮🇹 Borsa Italiana3.44%
- 🇩🇰 Copenhagen Stock Exchange0.67%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States58.74%
- 🇩🇪 Germany5.48%
- 🇹🇼 Taiwan5.09%
- 🇳🇴 Norway4.41%
- 🇨🇳 China4.26%
- 🇮🇹 Italy3.44%
- 🇨🇦 Canada1.87%
- 🇮🇱 Israel1.35%
- 🇩🇰 Denmark0.67%
Dividends
Dividend Yield
1.11%
12 out of 31 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $RWAY (16.96%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 8.4/10
Beta
1.31
1.31
0
0.8
1.2
0
2
Sharpe Ratio
1.32
1.32
0
0.5
1
2
2
Sortino Ratio
2.94
2.94
0
1
2
3
3
Jensen's Alpha
16.47
16.47
-2
0
2
17
17
Omega Ratio
2.06
2.06
0
1
1.5
3
3
Treynor Ratio
2.31
2.31
0
0.75
1.25
3
3
Information Ratio
0.9
0.9
0
0.3
0.6
1
1
Calmar Ratio
2.39
2.39
0
0.3
0.6
3
3
Beta
1.31
1.31
0
0.8
1.2
0
2
Sharpe Ratio
1.32
1.32
0
0.5
1
2
2
Sortino Ratio
2.94
2.94
0
1
2
3
3
Jensen's Alpha
16.47
16.47
-2
0
2
17
17
Omega Ratio
2.06
2.06
0
1
1.5
3
3
Treynor Ratio
2.31
2.31
0
0.75
1.25
3
3
Information Ratio
0.9
0.9
0
0.3
0.6
1
1
Calmar Ratio
2.39
2.39
0
0.3
0.6
3
3
Portfolio Valuation
Based on current positions
P/E Ratio
31.32
High:
PLTR
242.08PLTRLow:
BAYN.DE
-185.61BAYN.DEDetails
PEG Ratio
36.1
High:
UBER
555.04UBERLow:BAYN.DE
-239.48BAYN.DEDetails
Price/Book
9.14
High:PLTR
49.59PLTRLow:
LUNR
-5.43LUNRDetails
Price/Sales
9.93
High:
QBTS
271.44QBTSLow:
CSIQ
0.2CSIQDetails
Price/CF
21.84
High:
MSTR
7,511.07MSTRLow:
ISP.MI
3.47ISP.MIDetails
Price/FCF
50.08
High:
ORK.OL
3,292.59ORK.OLLow:ISP.MI
3.91ISP.MIDetails
P/E Ratio
31.32
High:PLTR
242.08PLTRLow:BAYN.DE
-185.61BAYN.DEDetails
PEG Ratio
36.1
High:UBER
555.04UBERLow:BAYN.DE
-239.48BAYN.DEDetails
Price/Book
9.14
High:PLTR
49.59PLTRLow:LUNR
-5.43LUNRDetails
Price/Sales
9.93
High:QBTS
271.44QBTSLow:CSIQ
0.2CSIQDetails
Price/CF
21.84
High:MSTR
7,511.07MSTRLow:ISP.MI
3.47ISP.MIDetails
Price/FCF
50.08
High:ORK.OL
3,292.59ORK.OLLow:ISP.MI
3.91ISP.MIDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-18.59% | Aug 2023 | Feb 2024 | 6 |
-15.43% | Feb 2025 | Sep 2025 | 7 |
-12.01% | Apr 2024 | Aug 2024 | 4 |
-7.35% | Feb 2026 | - | 2 |
-2.71% | Dec 2024 | Jan 2025 | 1 |
-2.57% | Nov 2025 | Dec 2025 | 1 |
-0.27% | Apr 2023 | May 2023 | 1 |