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+2.38%
This Month
+26.24%
Year To Date
+74.73%
2 Years
+533.65%
5 Years
+1366.78%
10 Years
+54.58%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services25.88%
- 🏥 Health Services22.43%
- 📊 ETFs16.47%
- 💵 Cash11.53%
- 🛍️ Retail Trade5.71%
- 💇♀️ Consumer Services5.22%
- ❓ Other5.12%
- 🧬 Health Technology5.05%
- 💰 Finance2.68%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE40.68%
- 🇺🇸 Nasdaq37.54%
- 🇫🇷 Euronext Paris5.22%
- Regular Trading Hours - RTH5.12%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States61.75%
- 🇫🇷 France5.22%
Dividends
Dividend Yield
1.44%
5 out of 11 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $FDJU.PA (8.93%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 8.8/10
Beta
0.66
0.66
0
0.8
1.2
0
2
Sharpe Ratio
0.98
0.98
0
0.5
1
1.5
1.5
Sortino Ratio
4.4
4.4
0
1
2
5
5
Jensen's Alpha
53.01
53.01
-2
0
2
54
54
Omega Ratio
2.65
2.65
0
1
1.5
3
3
Treynor Ratio
6.51
6.51
0
0.75
1.25
7
7
Information Ratio
0.76
0.76
0
0.3
0.6
1
1
Calmar Ratio
2.02
2.02
0
0.3
0.6
3
3
Beta
0.66
0.66
0
0.8
1.2
0
2
Sharpe Ratio
0.98
0.98
0
0.5
1
1.5
1.5
Sortino Ratio
4.4
4.4
0
1
2
5
5
Jensen's Alpha
53.01
53.01
-2
0
2
54
54
Omega Ratio
2.65
2.65
0
1
1.5
3
3
Treynor Ratio
6.51
6.51
0
0.75
1.25
7
7
Information Ratio
0.76
0.76
0
0.3
0.6
1
1
Calmar Ratio
2.02
2.02
0
0.3
0.6
3
3
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
25.2
High:
META
28.47METALow:
SNAP
-24.8SNAPDetails
PEG Ratio
151.91
High:META
462.29METALow:SNAP
-50.42SNAPDetails
Price/Book
6.12
High:
ADBE
12.72ADBELow:
BBWI
-2.58BBWIDetails
Price/Sales
2.92
High:
COIN
8.93COINLow:
MOH
0.2MOHDetails
Price/CF
16.74
High:COIN
32.62COINLow:BBWI
4.27BBWIDetails
Price/FCF
42.7
High:
PFE
202.63PFELow:BBWI
6.49BBWIDetails
P/E Ratio
25.2
High:META
28.47METALow:SNAP
-24.8SNAPDetails
PEG Ratio
151.91
High:META
462.29METALow:SNAP
-50.42SNAPDetails
Price/Book
6.12
High:ADBE
12.72ADBELow:BBWI
-2.58BBWIDetails
Price/Sales
2.92
High:COIN
8.93COINLow:MOH
0.2MOHDetails
Price/CF
16.74
High:COIN
32.62COINLow:BBWI
4.27BBWIDetails
Price/FCF
42.7
High:PFE
202.63PFELow:BBWI
6.49BBWIDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-27.12% | Apr 2022 | Jul 2024 | 27 |
-12.43% | Feb 2021 | May 2021 | 3 |
-10.84% | Sep 2020 | Nov 2020 | 2 |
-10.44% | Mar 2020 | Apr 2020 | 1 |
-4.73% | Jun 2020 | Aug 2020 | 2 |
-4.5% | Mar 2025 | May 2025 | 2 |
-3.86% | Dec 2020 | Jan 2021 | 1 |
-3.3% | Oct 2024 | Nov 2024 | 1 |
-2.02% | Jul 2025 | Aug 2025 | 1 |
-0.82% | Nov 2025 | Dec 2025 | 1 |
-0.66% | Sep 2021 | Oct 2021 | 1 |