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-0.16%
This Month
-14.06%
Year To Date
+19.94%
2 Years
+39.49%
5 Years
+39.49%
10 Years
+9.98%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🧬 Health Technology45.46%
- 🖥️ Technology Services26.45%
- 🚗 Consumer Durables10.32%
- 💵 Cash7.2%
- 💼 Commercial Services6.13%
- 🪙 Cryptocurrencies2.49%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE54.93%
- 🇮🇹 Borsa Italiana10.32%
- 🇩🇰 Copenhagen Stock Exchange9.39%
- 🇫🇷 Euronext Paris7.59%
- 🇺🇸 Nasdaq6.13%
- 🌍 Digital Currency2.49%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States55.58%
- 🇳🇱 Netherlands10.32%
- 🇩🇰 Denmark9.39%
- 🇫🇷 France7.59%
- 🇮🇪 Ireland5.48%
Dividends
Dividend Yield
3.94%
7 out of 11 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $STLAM.MI (10.45%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 3.8/10
Beta
1.17
1.17
0
0.8
1.2
0
2
Sharpe Ratio
0.43
0.43
0
0.5
1
1.5
1.5
Sortino Ratio
0.7
0.7
0
1
2
3
3
Jensen's Alpha
-1.65
-1.65
-2
0
2
4.5
4.5
Omega Ratio
1.01
1.01
0
1
1.5
2.5
2.5
Treynor Ratio
0.83
0.83
0
0.75
1.25
2
2
Information Ratio
0.01
0.01
0
0.3
0.6
1
1
Calmar Ratio
0.4
0.4
0
0.3
0.6
1
1
Beta
1.17
1.17
0
0.8
1.2
0
2
Sharpe Ratio
0.43
0.43
0
0.5
1
1.5
1.5
Sortino Ratio
0.7
0.7
0
1
2
3
3
Jensen's Alpha
-1.65
-1.65
-2
0
2
4.5
4.5
Omega Ratio
1.01
1.01
0
1
1.5
2.5
2.5
Treynor Ratio
0.83
0.83
0
0.75
1.25
2
2
Information Ratio
0.01
0.01
0
0.3
0.6
1
1
Calmar Ratio
0.4
0.4
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
18.12
High:
RDDT
56.24RDDTLow:
SNAP
-18.52SNAPDetails
PEG Ratio
362.91
High:
ACN
1,325.02ACNLow:SNAP
-52.45SNAPDetails
Price/Book
1.74
High:RDDT
9.75RDDTLow:
STLAM.MI
0.26STLAM.MIDetails
Price/Sales
1.66
High:RDDT
13.79RDDTLow:STLAM.MI
0.13STLAM.MIDetails
Price/CF
10.97
High:RDDT
67.52RDDTLow:
PYPL
8.54PYPLDetails
Price/FCF
48.93
High:
PFE
202.63PFELow:STLAM.MI
8.12STLAM.MIDetails
P/E Ratio
18.12
High:RDDT
56.24RDDTLow:SNAP
-18.52SNAPDetails
PEG Ratio
362.91
High:ACN
1,325.02ACNLow:SNAP
-52.45SNAPDetails
Price/Book
1.74
High:RDDT
9.75RDDTLow:STLAM.MI
0.26STLAM.MIDetails
Price/Sales
1.66
High:RDDT
13.79RDDTLow:STLAM.MI
0.13STLAM.MIDetails
Price/CF
10.97
High:RDDT
67.52RDDTLow:PYPL
8.54PYPLDetails
Price/FCF
48.93
High:PFE
202.63PFELow:STLAM.MI
8.12STLAM.MIDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-32.14% | Aug 2023 | Sep 2024 | 13 |
-30.03% | Jun 2022 | Mar 2023 | 9 |
-14.06% | Jan 2026 | - | 3 |
-9.95% | Mar 2025 | May 2025 | 2 |
-4.28% | Jul 2025 | Dec 2025 | 5 |
-1.43% | Dec 2024 | Jan 2025 | 1 |
-1.14% | Apr 2023 | Jun 2023 | 2 |