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-2.97%
This Month
-4.65%
Year To Date
+9.35%
2 Years
+30.46%
5 Years
+30.46%
10 Years
+19.39%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🧬 Health Technology27.85%
- 🖥️ Technology Services20.99%
- 💵 Cash12.36%
- 💻 Electronic Technology11.08%
- 🛍️ Retail Trade9.41%
- 👥 Copy Trading8.67%
- 📊 ETFs7.54%
- 💇♀️ Consumer Services2.23%
- 🪙 Cryptocurrencies0.4%
- 🚚 Transportation0.31%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq45.67%
- 🇺🇸 NYSE34.09%
- 🇩🇪 Xetra ETFs4.05%
- 🇭🇰 Hong Kong Exchanges2.05%
- 🇬🇧 LSE0.54%
- 🇫🇷 Euronext Paris0.53%
- 🇮🇹 Borsa Italiana0.41%
- 🌍 Digital Currency0.4%
- 🇪🇸 Bolsa De Madrid0.25%
- 🇳🇱 Euronext Amsterdam0.2%
- 🇩🇪 FRA0.18%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States66.21%
- 🇬🇧 United Kingdom7.9%
- 🇨🇳 China2.05%
- 🇯🇵 Japan0.94%
- 🇹🇼 Taiwan0.91%
- 🇨🇦 Canada0.67%
- 🇫🇷 France0.53%
- 🇮🇹 Italy0.41%
- 🇪🇸 Spain0.25%
- 🇳🇱 Netherlands0.2%
- 🇩🇪 Germany0.18%
- 🇮🇳 India0.18%
Dividends
Dividend Yield
1.14%
14 out of 19 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: TheBigBanks (3.4%)
Dividend Yield Breakdown
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 3.7/10
Beta
1.51
1.51
0
0.8
1.2
0
2
Sharpe Ratio
0.49
0.49
0
0.5
1
1.5
1.5
Sortino Ratio
0.85
0.85
0
1
2
3
3
Jensen's Alpha
-7.67
-7.67
-8
0
2
4.5
4.5
Omega Ratio
0.97
0.97
0
1
1.5
2.5
2.5
Treynor Ratio
0.74
0.74
0
0.75
1.25
2
2
Information Ratio
-0.03
-0.03
-1
0.3
0.6
1
1
Calmar Ratio
0.88
0.88
0
0.3
0.6
1
1
Beta
1.51
1.51
0
0.8
1.2
0
2
Sharpe Ratio
0.49
0.49
0
0.5
1
1.5
1.5
Sortino Ratio
0.85
0.85
0
1
2
3
3
Jensen's Alpha
-7.67
-7.67
-8
0
2
4.5
4.5
Omega Ratio
0.97
0.97
0
1
1.5
2.5
2.5
Treynor Ratio
0.74
0.74
0
0.75
1.25
2
2
Information Ratio
-0.03
-0.03
-1
0.3
0.6
1
1
Calmar Ratio
0.88
0.88
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
29.69
High:
ABBV
100.02ABBVLow:
RKLB
-191.35RKLBDetails
PEG Ratio
-236.26
High:
MRK
209.47MRKLow:RKLB
-9,779.22RKLBDetails
Price/Book
8.72
High:
NVDA
28.28NVDALow:ABBV
-127.69ABBVDetails
Price/Sales
7.14
High:RKLB
68.41RKLBLow:
IAG.L
0.62IAG.LDetails
Price/CF
22.03
High:
AVGO
65.63AVGOLow:IAG.L
3.6IAG.LDetails
Price/FCF
67.56
High:
AMZN
325.85AMZNLow:IAG.L
8.86IAG.LDetails
P/E Ratio
29.69
High:ABBV
100.02ABBVLow:RKLB
-191.35RKLBDetails
PEG Ratio
-236.26
High:MRK
209.47MRKLow:RKLB
-9,779.22RKLBDetails
Price/Book
8.72
High:NVDA
28.28NVDALow:ABBV
-127.69ABBVDetails
Price/Sales
7.14
High:RKLB
68.41RKLBLow:IAG.L
0.62IAG.LDetails
Price/CF
22.03
High:AVGO
65.63AVGOLow:IAG.L
3.6IAG.LDetails
Price/FCF
67.56
High:AMZN
325.85AMZNLow:IAG.L
8.86IAG.LDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-17.44% | Apr 2024 | May 2024 | 1 |
-13.99% | Jun 2024 | Jan 2025 | 7 |
-8.1% | Mar 2025 | Sep 2025 | 6 |
-5.83% | Feb 2026 | - | 2 |