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+1.48%
This Month
+8.34%
Year To Date
+66.94%
2 Years
+84.63%
5 Years
+165.2%
10 Years
+10.01%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies37.55%
- 💻 Electronic Technology19.47%
- 🖥️ Technology Services11.96%
- 🛠️ Producer Manufacturing7.22%
- 🛍️ Retail Trade5.53%
- 🏥 Health Services4.68%
- 📊 ETFs3.87%
- ⛏️ Energy Minerals2.72%
- 💼 Commercial Services1.89%
- 🧬 Health Technology1.83%
- 🚗 Consumer Durables1.3%
- 💇♀️ Consumer Services0.83%
- 🚚 Transportation0.71%
- 💰 Finance0.22%
- 🍞 Consumer Non Durables0.12%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq39.32%
- 🌍 Digital Currency37.55%
- 🇺🇸 NYSE19.35%
- 🇸🇪 Stockholm Stock Exchange1.66%
- 🇩🇪 FRA1.3%
- 🇬🇧 LSE0.71%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States40.28%
- 🇨🇳 China5.53%
- 🇳🇱 Netherlands4.63%
- 🇮🇱 Israel2.1%
- 🇸🇪 Sweden1.66%
- 🇩🇰 Denmark1.5%
- 🇬🇧 United Kingdom1.48%
- 🇩🇪 Germany1.3%
Dividends
Dividend Yield
0.5%
10 out of 44 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $VOW3.DE (5.96%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 AMAT | Pay Day | Dec 11, 2025 | $0.46 |
Performance Metrics
Score 3.9/10
Beta
1.39
1.39
0
0.8
1.2
0
2
Sharpe Ratio
0.38
0.38
0
0.5
1
1.5
1.5
Sortino Ratio
0.67
0.67
0
1
2
3
3
Jensen's Alpha
-1.47
-1.47
-2
0
2
4.5
4.5
Omega Ratio
1.08
1.08
0
1
1.5
2.5
2.5
Treynor Ratio
0.86
0.86
0
0.75
1.25
2
2
Information Ratio
0.09
0.09
0
0.3
0.6
1
1
Calmar Ratio
0.17
0.17
0
0.3
0.6
1
1
Beta
1.39
1.39
0
0.8
1.2
0
2
Sharpe Ratio
0.38
0.38
0
0.5
1
1.5
1.5
Sortino Ratio
0.67
0.67
0
1
2
3
3
Jensen's Alpha
-1.47
-1.47
-2
0
2
4.5
4.5
Omega Ratio
1.08
1.08
0
1
1.5
2.5
2.5
Treynor Ratio
0.86
0.86
0
0.75
1.25
2
2
Information Ratio
0.09
0.09
0
0.3
0.6
1
1
Calmar Ratio
0.17
0.17
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
32.17
High:
INTC
3,801.89INTCLow:
APLD
-28.17APLDDetails
PEG Ratio
1,206.63
High:
AMAT
6,461.12AMATLow:APLD
-1,508.03APLDDetails
Price/Book
4.24
High:
FTNT
84.42FTNTLow:
BCAB
-1.52BCABDetails
Price/Sales
2.64
High:APLD
37.52APLDLow:BCAB
-BCABDetails
Price/CF
19.7
High:
SMCI
95.45SMCILow:
WIZZ.L
1.76WIZZ.LDetails
Price/FCF
41.69
High:SMCI
145.91SMCILow:WIZZ.L
3.2WIZZ.LDetails
P/E Ratio
32.17
High:INTC
3,801.89INTCLow:APLD
-28.17APLDDetails
PEG Ratio
1,206.63
High:AMAT
6,461.12AMATLow:APLD
-1,508.03APLDDetails
Price/Book
4.24
High:FTNT
84.42FTNTLow:BCAB
-1.52BCABDetails
Price/Sales
2.64
High:APLD
37.52APLDLow:BCAB
-BCABDetails
Price/CF
19.7
High:SMCI
95.45SMCILow:WIZZ.L
1.76WIZZ.LDetails
Price/FCF
41.69
High:SMCI
145.91SMCILow:WIZZ.L
3.2WIZZ.LDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-60.45% | May 2021 | Jan 2025 | 44 |
-56.34% | Jan 2018 | Jan 2021 | 36 |
-26.58% | Jul 2015 | Aug 2017 | 25 |
-22.36% | Feb 2025 | Jul 2025 | 5 |
-13.24% | Sep 2014 | May 2015 | 8 |
-13.03% | Oct 2025 | - | 3 |
-10.83% | Jan 2014 | Apr 2014 | 3 |
-2.97% | Sep 2017 | Nov 2017 | 2 |