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+1.94%
This Month
-0.72%
Year To Date
+50.39%
2 Years
+138.04%
5 Years
+138.04%
10 Years
+28.12%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services26.83%
- 🚗 Consumer Durables13.4%
- 💰 Finance13.23%
- ❓ Other12.04%
- 🍞 Consumer Non Durables11.43%
- 📊 ETFs11.38%
- 🛍️ Retail Trade6.51%
- 💵 Cash5.2%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq42.7%
- 🇺🇸 NYSE25.11%
- 🇦🇪 Dubai Financial Market12.04%
- 🇪🇸 Bolsa De Madrid6.51%
- 🇩🇪 FRA3.49%
- 🇩🇪 Xetra ETFs2.5%
- 🇬🇧 LSE2.47%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States51.12%
- 🇪🇸 Spain6.51%
- 🇮🇹 Italy5.47%
- 🇨🇦 Canada4.81%
- 🇩🇪 Germany3.49%
Dividends
Dividend Yield
0.79%
9 out of 18 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $P911.DE (6%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 7.1/10
Beta
1.09
1.09
0
0.8
1.2
0
2
Sharpe Ratio
0.98
0.98
0
0.5
1
1.5
1.5
Sortino Ratio
1.65
1.65
0
1
2
3
3
Jensen's Alpha
4.64
4.64
-2
0
2
5
5
Omega Ratio
1.3
1.3
0
1
1.5
2.5
2.5
Treynor Ratio
1.75
1.75
0
0.75
1.25
2
2
Information Ratio
0.32
0.32
0
0.3
0.6
1
1
Calmar Ratio
1.14
1.14
0
0.3
0.6
2
2
Beta
1.09
1.09
0
0.8
1.2
0
2
Sharpe Ratio
0.98
0.98
0
0.5
1
1.5
1.5
Sortino Ratio
1.65
1.65
0
1
2
3
3
Jensen's Alpha
4.64
4.64
-2
0
2
5
5
Omega Ratio
1.3
1.3
0
1
1.5
2.5
2.5
Treynor Ratio
1.75
1.75
0
0.75
1.25
2
2
Information Ratio
0.32
0.32
0
0.3
0.6
1
1
Calmar Ratio
1.14
1.14
0
0.3
0.6
2
2
Portfolio Valuation
Based on current positions
P/E Ratio
27.41
High:
TSLA
374.83TSLALow:
PUBM
-26.26PUBMDetails
PEG Ratio
437.08
High:
JPM
1,111.69JPMLow:
GOOG
82.92GOOGDetails
Price/Book
6.57
High:
PLTR
46.99PLTRLow:
COKE
-18.57COKEDetails
Price/Sales
7.08
High:PLTR
83.48PLTRLow:
P911.DE
0.95P911.DEDetails
Price/CF
19.18
High:PLTR
214.31PLTRLow:PUBM
5.4PUBMDetails
Price/FCF
37.56
High:P911.DE
595.63P911.DELow:PUBM
9.47PUBMDetails
P/E Ratio
27.41
High:TSLA
374.83TSLALow:PUBM
-26.26PUBMDetails
PEG Ratio
437.08
High:JPM
1,111.69JPMLow:GOOG
82.92GOOGDetails
Price/Book
6.57
High:PLTR
46.99PLTRLow:COKE
-18.57COKEDetails
Price/Sales
7.08
High:PLTR
83.48PLTRLow:P911.DE
0.95P911.DEDetails
Price/CF
19.18
High:PLTR
214.31PLTRLow:PUBM
5.4PUBMDetails
Price/FCF
37.56
High:P911.DE
595.63P911.DELow:PUBM
9.47PUBMDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-14.85% | Feb 2025 | Jun 2025 | 4 |
-14.2% | Dec 2022 | Jan 2023 | 1 |
-9.79% | Nov 2025 | - | 5 |
-7.92% | Aug 2023 | Nov 2023 | 3 |
-2.56% | Jul 2024 | Aug 2024 | 1 |
-2.48% | Apr 2024 | May 2024 | 1 |
-1.36% | Oct 2024 | Nov 2024 | 1 |
-0.57% | Jan 2024 | Feb 2024 | 1 |