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-7.26%
This Month
+29.74%
Year To Date
+21.61%
2 Years
+29.58%
5 Years
+29.58%
10 Years
+6.55%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🚚 Transportation26.07%
- 🖥️ Technology Services23.75%
- 🪙 Cryptocurrencies22.76%
- 🍞 Consumer Non Durables7.96%
- 🧪 Process Industries7.52%
- 🚗 Consumer Durables5.19%
- 💼 Commercial Services3.15%
- 💇♀️ Consumer Services2.62%
- 🛠️ Producer Manufacturing0.9%
- 💵 Cash0.07%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq29.53%
- 🇬🇧 LSE26.07%
- 🌍 Digital Currency22.76%
- 🇺🇸 NYSE16.38%
- 🇸🇪 Stockholm Stock Exchange5.19%
Countries Breakdown
- Country
- Total
- 🇬🇧 United Kingdom26.07%
- 🇮🇱 Israel23.75%
- 🇺🇸 United States19.53%
- 🇸🇪 Sweden5.19%
- 🇸🇬 Singapore2.62%
Dividends
Dividend Yield
0.49%
2 out of 10 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $GPK (5.18%)
Performance Metrics
Score 3.4/10
Beta
0.8
0.8
0
0.8
1.2
0
2
Sharpe Ratio
0.23
0.23
0
0.5
1
1.5
1.5
Sortino Ratio
0.35
0.35
0
1
2
3
3
Jensen's Alpha
-2.81
-2.81
-3
0
2
4.5
4.5
Omega Ratio
0.85
0.85
0
1
1.5
2.5
2.5
Treynor Ratio
0.66
0.66
0
0.75
1.25
2
2
Information Ratio
-0.21
-0.21
-1
0.3
0.6
1
1
Calmar Ratio
0.27
0.27
0
0.3
0.6
1
1
Beta
0.8
0.8
0
0.8
1.2
0
2
Sharpe Ratio
0.23
0.23
0
0.5
1
1.5
1.5
Sortino Ratio
0.35
0.35
0
1
2
3
3
Jensen's Alpha
-2.81
-2.81
-3
0
2
4.5
4.5
Omega Ratio
0.85
0.85
0
1
1.5
2.5
2.5
Treynor Ratio
0.66
0.66
0
0.75
1.25
2
2
Information Ratio
-0.21
-0.21
-1
0.3
0.6
1
1
Calmar Ratio
0.27
0.27
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
12.04
High:
DOM.ST
20.55DOM.STLow:
WIZZ.L
-429.34WIZZ.LDetails
PEG Ratio
0.54
High:
NKE
2.39NKELow:DOM.ST
0.18DOM.STDetails
Price/Book
1.51
High:
DECK
4.76DECKLow:DOM.ST
0.28DOM.STDetails
Price/Sales
0.88
High:
SMR
261.88SMRLow:WIZZ.L
0.22WIZZ.LDetails
Price/CF
4.86
High:NKE
20.85NKELow:WIZZ.L
0.99WIZZ.LDetails
Price/FCF
10.51
High:NKE
947.69NKELow:WIZZ.L
2.78WIZZ.LDetails
P/E Ratio
12.04
High:DOM.ST
20.55DOM.STLow:WIZZ.L
-429.34WIZZ.LDetails
PEG Ratio
0.54
High:NKE
2.39NKELow:DOM.ST
0.18DOM.STDetails
Price/Book
1.51
High:DECK
4.76DECKLow:DOM.ST
0.28DOM.STDetails
Price/Sales
0.88
High:SMR
261.88SMRLow:WIZZ.L
0.22WIZZ.LDetails
Price/CF
4.86
High:NKE
20.85NKELow:WIZZ.L
0.99WIZZ.LDetails
Price/FCF
10.51
High:NKE
947.69NKELow:WIZZ.L
2.78WIZZ.LDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-25.64% | Mar 2025 | Jul 2026 | 16 |
-24.57% | Jun 2022 | Aug 2022 | 2 |
-19.37% | Jul 2023 | Feb 2025 | 19 |
-7.26% | Oct 2026 | - | 1 |
-6.51% | Feb 2023 | Mar 2023 | 1 |
-1.51% | Apr 2023 | May 2023 | 1 |