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-1.62%
This Month
+6.05%
Year To Date
+52.24%
2 Years
+96.76%
5 Years
+599.1%
10 Years
+31.59%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash72.21%
- 🖥️ Technology Services14.4%
- 💰 Finance2.56%
- ❓ Other2.42%
- 🪨 Non Energy Minerals2.38%
- 🍞 Consumer Non Durables2.26%
- 💇♀️ Consumer Services1.74%
- 💻 Electronic Technology1.71%
- 🧬 Health Technology1.49%
- 🚗 Consumer Durables0.11%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE11.38%
- 🇺🇸 Nasdaq9.14%
- 🇬🇧 LSE3.05%
- 🇭🇰 Hong Kong Exchanges1.65%
- 🇦🇪 Dubai Financial Market1.52%
- 🇫🇷 Euronext Paris1.43%
- Regular Trading Hours - RTH0.9%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States16.84%
- 🇮🇱 Israel2.64%
- 🇰🇷 South Korea1.71%
- 🇨🇳 China1.65%
- 🇫🇷 France1.43%
- 🇬🇧 United Kingdom1.34%
- 🇨🇦 Canada1.04%
Dividends
Dividend Yield
0.18%
11 out of 19 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $NKE (4.4%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 MC.PA | Ex-Dividend | Oct 28, 2026 | $8.60 |
 NKE | Ex-Dividend | Dec 1, 2026 | $0.41 |
 B | Ex-Dividend | Dec 1, 2026 | $0.17 |
 BMNR | Ex-Dividend | Dec 8, 2026 | $0.01 |
 CRM | Ex-Dividend | Dec 17, 2026 | $0.44 |
 META | Ex-Dividend | Dec 21, 2026 | $0.53 |
 ORCL | Ex-Dividend | Jan 9, 2027 | $0.50 |
 ANTO.L | Ex-Dividend | Mar 1, 2027 | $0.48 |
 RMS.PA | Ex-Dividend | Apr 21, 2027 | $14.90 |
 0700.HK | Ex-Dividend | May 15, 2027 | $0.68 |
Performance Metrics
Score 6.8/10
Beta
1.81
1.81
0
0.8
1.2
0
2
Sharpe Ratio
0.71
0.71
0
0.5
1
1.5
1.5
Sortino Ratio
1.46
1.46
0
1
2
3
3
Jensen's Alpha
16.95
16.95
-2
0
2
17
17
Omega Ratio
1.58
1.58
0
1
1.5
2.5
2.5
Treynor Ratio
1.74
1.74
0
0.75
1.25
2
2
Information Ratio
0.56
0.56
0
0.3
0.6
1
1
Calmar Ratio
0.57
0.57
0
0.3
0.6
1
1
Beta
1.81
1.81
0
0.8
1.2
0
2
Sharpe Ratio
0.71
0.71
0
0.5
1
1.5
1.5
Sortino Ratio
1.46
1.46
0
1
2
3
3
Jensen's Alpha
16.95
16.95
-2
0
2
17
17
Omega Ratio
1.58
1.58
0
1
1.5
2.5
2.5
Treynor Ratio
1.74
1.74
0
0.75
1.25
2
2
Information Ratio
0.56
0.56
0
0.3
0.6
1
1
Calmar Ratio
0.57
0.57
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
30.74
High:
TSLA
351.88TSLALow:
SKHY
-23.55SKHYDetails
PEG Ratio
55.09
High:
NOW
441NOWLow:
SMSN.L
0.04SMSN.LDetails
Price/Book
4.49
High:SKHY
21.99SKHYLow:BMNR
0.68BMNRDetails
Price/Sales
5.55
High:BMNR
368.9BMNRLow:SKHY
-SKHYDetails
Price/CF
11.58
High:
MSTR
7,511.07MSTRLow:B
6.25BDetails
Price/FCF
25.92
High:MSTR
1,187.5MSTRLow:CRM
11.08CRMDetails
P/E Ratio
30.74
High:TSLA
351.88TSLALow:SKHY
-23.55SKHYDetails
PEG Ratio
55.09
High:NOW
441NOWLow:SMSN.L
0.04SMSN.LDetails
Price/Book
4.49
High:SKHY
21.99SKHYLow:BMNR
0.68BMNRDetails
Price/Sales
5.55
High:BMNR
368.9BMNRLow:SKHY
-SKHYDetails
Price/CF
11.58
High:MSTR
7,511.07MSTRLow:B
6.25BDetails
Price/FCF
25.92
High:MSTR
1,187.5MSTRLow:CRM
11.08CRMDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-55.02% | Nov 2021 | Feb 2024 | 27 |
-35.1% | Dec 2024 | Jul 2025 | 7 |
-28.33% | Apr 2024 | Nov 2024 | 7 |
-25.85% | Aug 2019 | Apr 2020 | 8 |
-23.18% | Oct 2025 | - | 13 |
-13.4% | May 2021 | Aug 2021 | 3 |
-10.27% | Sep 2020 | Nov 2020 | 2 |
-5.84% | Sep 2021 | Oct 2021 | 1 |