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-1.45%
This Month
+73.78%
Year To Date
+42.37%
2 Years
+71.16%
5 Years
+498.31%
10 Years
+24.21%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology71.9%
- 🛍️ Retail Trade9.34%
- 🚚 Transportation8.72%
- 💰 Finance7.24%
- 💵 Cash2.6%
- 🖥️ Technology Services1.31%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq60.35%
- 🇫🇷 Euronext Paris17.87%
- 🇬🇧 LSE11.79%
- 🇺🇸 NYSE8.5%
- 🌍 Digital Currency0%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States63.22%
- 🇳🇱 Netherlands16.34%
- 🇬🇧 United Kingdom11.79%
- 🇨🇳 China5.63%
- 🇨🇭 Switzerland1.53%
Dividends
Dividend Yield
0.58%
6 out of 11 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $NWG.L (3.97%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 STMPA.PA | Pay Day | Dec 17, 2025 | $0.09 |
Performance Metrics
Score 6.9/10
Beta
1.06
1.06
0
0.8
1.2
0
2
Sharpe Ratio
0.74
0.74
0
0.5
1
1.5
1.5
Sortino Ratio
1.33
1.33
0
1
2
3
3
Jensen's Alpha
10.96
10.96
-2
0
2
11
11
Omega Ratio
1.43
1.43
0
1
1.5
2.5
2.5
Treynor Ratio
1.78
1.78
0
0.75
1.25
2
2
Information Ratio
0.43
0.43
0
0.3
0.6
1
1
Calmar Ratio
0.61
0.61
0
0.3
0.6
1
1
Beta
1.06
1.06
0
0.8
1.2
0
2
Sharpe Ratio
0.74
0.74
0
0.5
1
1.5
1.5
Sortino Ratio
1.33
1.33
0
1
2
3
3
Jensen's Alpha
10.96
10.96
-2
0
2
11
11
Omega Ratio
1.43
1.43
0
1
1.5
2.5
2.5
Treynor Ratio
1.78
1.78
0
0.75
1.25
2
2
Information Ratio
0.43
0.43
0
0.3
0.6
1
1
Calmar Ratio
0.61
0.61
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
34.09
High:
INTC
3,566.98INTCLow:
IAG.L
7.44IAG.LDetails
PEG Ratio
867.94
High:INTC
3,553.58INTCLow:
MU
3.19MUDetails
Price/Book
4.03
High:
AMZN
6.54AMZNLow:
GNW
0.4GNWDetails
Price/Sales
3.58
High:MU
7.3MULow:GNW
0.52GNWDetails
Price/CF
13.19
High:
BIDU
25BIDULow:IAG.L
3.78IAG.LDetails
Price/FCF
94.73
High:AMZN
225.5AMZNLow:IAG.L
10.13IAG.LDetails
P/E Ratio
34.09
High:INTC
3,566.98INTCLow:IAG.L
7.44IAG.LDetails
PEG Ratio
867.94
High:INTC
3,553.58INTCLow:MU
3.19MUDetails
Price/Book
4.03
High:AMZN
6.54AMZNLow:GNW
0.4GNWDetails
Price/Sales
3.58
High:MU
7.3MULow:GNW
0.52GNWDetails
Price/CF
13.19
High:BIDU
25BIDULow:IAG.L
3.78IAG.LDetails
Price/FCF
94.73
High:AMZN
225.5AMZNLow:IAG.L
10.13IAG.LDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-37.13% | Jul 2021 | Dec 2023 | 29 |
-29.47% | Jan 2018 | Jul 2018 | 6 |
-27.47% | Oct 2018 | Dec 2019 | 14 |
-24.43% | Apr 2024 | Sep 2025 | 17 |
-13.06% | May 2020 | Dec 2020 | 7 |
-6.43% | Jan 2024 | Mar 2024 | 2 |
-2.05% | Sep 2017 | Nov 2017 | 2 |
-1.45% | Dec 2025 | - | 1 |
-0.61% | Jun 2017 | Aug 2017 | 2 |