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+0.08%
This Month
+0.79%
Year To Date
+31.01%
2 Years
+28.23%
5 Years
+43.84%
10 Years
+6.83%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs68.59%
- 💵 Cash13%
- 🪙 Cryptocurrencies5.58%
- 🧬 Health Technology4.48%
- ⚡ Utilities4.41%
- 💇♀️ Consumer Services4.15%
- ⛏️ Energy Minerals0%
- ❓ Other0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE62.73%
- 🇺🇸 Nasdaq18.91%
- 🌍 Digital Currency5.58%
- 🇬🇧 LSE0%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States13.05%
- 🇷🇺 Russia0%
Dividends
Dividend Yield
0.34%
4 out of 12 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $NVTKL.L (109.46%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 3.6/10
Beta
0.68
0.68
0
0.8
1.2
0
2
Sharpe Ratio
0.42
0.42
0
0.5
1
1.5
1.5
Sortino Ratio
0.64
0.64
0
1
2
3
3
Jensen's Alpha
-3.1
-3.1
-4
0
2
4.5
4.5
Omega Ratio
0.55
0.55
0
1
1.5
2.5
2.5
Treynor Ratio
0.66
0.66
0
0.75
1.25
2
2
Information Ratio
-0.8
-0.8
-1
0.3
0.6
1
1
Calmar Ratio
0.28
0.28
0
0.3
0.6
1
1
Beta
0.68
0.68
0
0.8
1.2
0
2
Sharpe Ratio
0.42
0.42
0
0.5
1
1.5
1.5
Sortino Ratio
0.64
0.64
0
1
2
3
3
Jensen's Alpha
-3.1
-3.1
-4
0
2
4.5
4.5
Omega Ratio
0.55
0.55
0
1
1.5
2.5
2.5
Treynor Ratio
0.66
0.66
0
0.75
1.25
2
2
Information Ratio
-0.8
-0.8
-1
0.3
0.6
1
1
Calmar Ratio
0.28
0.28
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
22.61
High:
MCD
25.7MCDLow:
NVTKL.L
0.09NVTKL.LDetails
PEG Ratio
240.88
High:MCD
529.55MCDLow:
JNJ
24.3JNJDetails
Price/Book
6.84
High:JNJ
7.18JNJLow:MCD
-121.93MCDDetails
Price/Sales
5.94
High:MCD
8.16MCDLow:
DUK
3.19DUKDetails
Price/CF
17.14
High:NVTKL.L
24.61NVTKL.LLow:DUK
7.38DUKDetails
Price/FCF
75.89
High:MCD
105.4MCDLow:NVTKL.L
46.3NVTKL.LDetails
P/E Ratio
22.61
High:MCD
25.7MCDLow:NVTKL.L
0.09NVTKL.LDetails
PEG Ratio
240.88
High:MCD
529.55MCDLow:JNJ
24.3JNJDetails
Price/Book
6.84
High:JNJ
7.18JNJLow:MCD
-121.93MCDDetails
Price/Sales
5.94
High:MCD
8.16MCDLow:DUK
3.19DUKDetails
Price/CF
17.14
High:NVTKL.L
24.61NVTKL.LLow:DUK
7.38DUKDetails
Price/FCF
75.89
High:MCD
105.4MCDLow:NVTKL.L
46.3NVTKL.LDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-28.62% | Nov 2021 | Nov 2024 | 36 |
-4.73% | Sep 2021 | Oct 2021 | 1 |
-4.27% | Mar 2026 | - | 2 |
-3.13% | Feb 2021 | Apr 2021 | 2 |
-2.58% | Feb 2025 | Apr 2025 | 2 |
-2.23% | May 2021 | Aug 2021 | 3 |
-1.48% | Dec 2024 | Jan 2025 | 1 |
-0.07% | Nov 2025 | Dec 2025 | 1 |