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+4.1%
This Month
+24.92%
Year To Date
+62.85%
2 Years
+39.15%
5 Years
+224.88%
10 Years
+10.65%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services36.84%
- 🪙 Cryptocurrencies24.94%
- 💻 Electronic Technology8.07%
- 📊 ETFs7.1%
- 💰 Finance5.65%
- 🚚 Transportation5.44%
- 🛍️ Retail Trade3.48%
- 💼 Commercial Services2.64%
- 🛠️ Producer Manufacturing2.4%
- ❓ Other1.99%
- 🧬 Health Technology1.17%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq46.83%
- 🌍 Digital Currency24.94%
- 🇺🇸 NYSE20.7%
- 🇬🇧 LSE5.44%
- 🇸🇪 Stockholm Stock Exchange1.79%
- 🇺🇸 OTC Markets Stock Exchange0.01%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States47.76%
- 🇬🇧 United Kingdom5.73%
- 🇳🇱 Netherlands4.62%
- 🇨🇳 China3.48%
- 🇸🇪 Sweden1.79%
- 🇩🇰 Denmark1.16%
- 🇮🇱 Israel1.16%
Dividends
Dividend Yield
0.12%
6 out of 40 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $NVO (2.85%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 4.4/10
Beta
1.43
1.43
0
0.8
1.2
0
2
Sharpe Ratio
0.42
0.42
0
0.5
1
1.5
1.5
Sortino Ratio
0.76
0.76
0
1
2
3
3
Jensen's Alpha
-0.38
-0.38
-2
0
2
4.5
4.5
Omega Ratio
1.12
1.12
0
1
1.5
2.5
2.5
Treynor Ratio
0.95
0.95
0
0.75
1.25
2
2
Information Ratio
0.14
0.14
0
0.3
0.6
1
1
Calmar Ratio
0.2
0.2
0
0.3
0.6
1
1
Beta
1.43
1.43
0
0.8
1.2
0
2
Sharpe Ratio
0.42
0.42
0
0.5
1
1.5
1.5
Sortino Ratio
0.76
0.76
0
1
2
3
3
Jensen's Alpha
-0.38
-0.38
-2
0
2
4.5
4.5
Omega Ratio
1.12
1.12
0
1
1.5
2.5
2.5
Treynor Ratio
0.95
0.95
0
0.75
1.25
2
2
Information Ratio
0.14
0.14
0
0.3
0.6
1
1
Calmar Ratio
0.2
0.2
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
29.53
High:
LITE
148.85LITELow:
WIZZ.L
-487.19WIZZ.LDetails
PEG Ratio
303.46
High:
SMCI
768.91SMCILow:
TE
-9.86TEDetails
Price/Book
7.58
High:
ASML
28.86ASMLLow:
BCAB
-0.17BCABDetails
Price/Sales
7.79
High:LITE
31.01LITELow:WIZZ.L
0.25WIZZ.LDetails
Price/CF
19.19
High:LITE
149.43LITELow:WIZZ.L
0.99WIZZ.LDetails
Price/FCF
51.74
High:
BABA
1,196.17BABALow:WIZZ.L
2.78WIZZ.LDetails
P/E Ratio
29.53
High:LITE
148.85LITELow:WIZZ.L
-487.19WIZZ.LDetails
PEG Ratio
303.46
High:SMCI
768.91SMCILow:TE
-9.86TEDetails
Price/Book
7.58
High:ASML
28.86ASMLLow:BCAB
-0.17BCABDetails
Price/Sales
7.79
High:LITE
31.01LITELow:WIZZ.L
0.25WIZZ.LDetails
Price/CF
19.19
High:LITE
149.43LITELow:WIZZ.L
0.99WIZZ.LDetails
Price/FCF
51.74
High:BABA
1,196.17BABALow:WIZZ.L
2.78WIZZ.LDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-60.45% | May 2021 | Jan 2025 | 44 |
-56.34% | Jan 2018 | Jan 2021 | 36 |
-29.01% | Oct 2025 | May 2026 | 7 |
-26.58% | Jul 2015 | Aug 2017 | 25 |
-22.36% | Feb 2025 | Jul 2025 | 5 |
-13.24% | Sep 2014 | May 2015 | 8 |
-11.59% | Jun 2026 | Sep 2026 | 3 |
-10.83% | Jan 2014 | Apr 2014 | 3 |
-2.97% | Sep 2017 | Nov 2017 | 2 |