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+12.93%
This Month
+15.97%
Year To Date
+185.56%
2 Years
+315.36%
5 Years
+891.69%
10 Years
+35.33%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services24.81%
- 💼 Commercial Services23.9%
- 💻 Electronic Technology16.83%
- 🛍️ Retail Trade8.22%
- 🍞 Consumer Non Durables8.14%
- 🧪 Process Industries5.78%
- 💵 Cash3.88%
- 💰 Finance3.38%
- 🧬 Health Technology3.03%
- 🛠️ Producer Manufacturing2.91%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq59.02%
- 🇺🇸 NYSE22.34%
- 🇸🇪 Stockholm Stock Exchange11.5%
- 🇭🇰 Hong Kong Exchanges4.14%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States78.97%
- 🇸🇪 Sweden11.5%
- 🇨🇳 China4.14%
- 🇨🇦 Canada2.39%
Dividends
Dividend Yield
1.26%
8 out of 15 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $PFE (6.24%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 CVS | Pay Day | May 4, 2026 | $0.67 |
Performance Metrics
Score 7.6/10
Beta
1.3
1.3
0
0.8
1.2
0
2
Sharpe Ratio
0.84
0.84
0
0.5
1
1.5
1.5
Sortino Ratio
1.8
1.8
0
1
2
3
3
Jensen's Alpha
22.29
22.29
-2
0
2
23
23
Omega Ratio
1.81
1.81
0
1
1.5
2.5
2.5
Treynor Ratio
2.21
2.21
0
0.75
1.25
3
3
Information Ratio
0.67
0.67
0
0.3
0.6
1
1
Calmar Ratio
0.6
0.6
0
0.3
0.6
1
1
Beta
1.3
1.3
0
0.8
1.2
0
2
Sharpe Ratio
0.84
0.84
0
0.5
1
1.5
1.5
Sortino Ratio
1.8
1.8
0
1
2
3
3
Jensen's Alpha
22.29
22.29
-2
0
2
23
23
Omega Ratio
1.81
1.81
0
1
1.5
2.5
2.5
Treynor Ratio
2.21
2.21
0
0.75
1.25
3
3
Information Ratio
0.67
0.67
0
0.3
0.6
1
1
Calmar Ratio
0.6
0.6
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
31.7
High:CVS
55.87CVSLow:
INTC
-836.39INTCDetails
PEG Ratio
-457.05
High:
PYPL
26.56PYPLLow:
SYM
-4,427.92SYMDetails
Price/Book
4.6
High:
LMT
20.18LMTLow:
BYND
-373.91BYNDDetails
Price/Sales
3.95
High:
MSTR
105.23MSTRLow:CVS
0.25CVSDetails
Price/CF
14.73
High:MSTR
7,511.07MSTRLow:
CROX
6.23CROXDetails
Price/FCF
38.41
High:
9988.HK
2,771.019988.HKLow:CROX
6.71CROXDetails
P/E Ratio
31.7
High:CVS
55.87CVSLow:INTC
-836.39INTCDetails
PEG Ratio
-457.05
High:PYPL
26.56PYPLLow:SYM
-4,427.92SYMDetails
Price/Book
4.6
High:LMT
20.18LMTLow:BYND
-373.91BYNDDetails
Price/Sales
3.95
High:MSTR
105.23MSTRLow:CVS
0.25CVSDetails
Price/CF
14.73
High:MSTR
7,511.07MSTRLow:CROX
6.23CROXDetails
Price/FCF
38.41
High:9988.HK
2,771.019988.HKLow:CROX
6.71CROXDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-46.61% | Dec 2018 | Aug 2020 | 20 |
-34.81% | Jun 2021 | Jun 2023 | 24 |
-8.52% | Aug 2023 | Nov 2023 | 3 |
-7.95% | Mar 2025 | May 2025 | 2 |
-6.97% | Dec 2020 | Jan 2021 | 1 |
-6.11% | Sep 2020 | Nov 2020 | 2 |
-5.84% | Apr 2024 | Aug 2024 | 4 |
-3.71% | Feb 2026 | May 2026 | 2 |
-2.93% | Oct 2024 | Nov 2024 | 1 |
-2.85% | Dec 2024 | Jan 2025 | 1 |
-0.83% | Dec 2025 | Jan 2026 | 1 |