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+16.25%
This Month
+9.48%
Year To Date
+15.55%
2 Years
+14.92%
5 Years
+64.79%
10 Years
+7.49%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🧩 Miscellaneous30.53%
- 📊 ETFs27.41%
- 🏥 Health Services9.37%
- 🪙 Cryptocurrencies9.3%
- 🧬 Health Technology9.3%
- 🖥️ Technology Services5.47%
- ⛏️ Energy Minerals5.2%
- 💻 Electronic Technology1.5%
- 💰 Finance1.35%
- 🏭 Industrial Services0.57%
- 💵 Cash0.01%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq26.14%
- 🇬🇧 LSE24.49%
- 🇺🇸 NYSE23.46%
- 🇩🇪 Xetra ETFs10.66%
- 🌍 Digital Currency9.3%
- 🇺🇸 Chicago Board Options Exchange5.13%
- 🇩🇪 FRA0.82%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States28.06%
- 🇬🇧 United Kingdom10.3%
- 🇳🇱 Netherlands1%
- 🇩🇪 Germany0.82%
- 🇦🇺 Australia0.44%
Dividends
Dividend Yield
0.2%
6 out of 38 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $CVX.US (3.42%)
Performance Metrics
Score 5.6/10
Beta
0.07
0.07
0
0.8
1.2
0
2
Sharpe Ratio
0.23
0.23
0
0.5
1
1.5
1.5
Sortino Ratio
0.32
0.32
0
1
2
3
3
Jensen's Alpha
2.59
2.59
-2
0
2
4.5
4.5
Omega Ratio
0.71
0.71
0
1
1.5
2.5
2.5
Treynor Ratio
4.03
4.03
0
0.75
1.25
5
5
Information Ratio
-0.45
-0.45
-1
0.3
0.6
1
1
Calmar Ratio
0.15
0.15
0
0.3
0.6
1
1
Beta
0.07
0.07
0
0.8
1.2
0
2
Sharpe Ratio
0.23
0.23
0
0.5
1
1.5
1.5
Sortino Ratio
0.32
0.32
0
1
2
3
3
Jensen's Alpha
2.59
2.59
-2
0
2
4.5
4.5
Omega Ratio
0.71
0.71
0
1
1.5
2.5
2.5
Treynor Ratio
4.03
4.03
0
0.75
1.25
5
5
Information Ratio
-0.45
-0.45
-1
0.3
0.6
1
1
Calmar Ratio
0.15
0.15
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
27.77
High:
IREN
141.67IRENLow:
NTRA
-164.47NTRADetails
PEG Ratio
28.87
High:
AUTO.L
185.82AUTO.LLow:
STAA
-91.64STAADetails
Price/Book
2
High:
PCT.US
177.83PCT.USLow:
MSTR
0.89MSTRDetails
Price/Sales
1.7
High:PCT.US
120.85PCT.USLow:
SHEL.L
0.87SHEL.LDetails
Price/CF
10.87
High:MSTR
7,511.07MSTRLow:
C
4.51CDetails
Price/FCF
31.1
High:MSTR
1,187.5MSTRLow:C
6.13CDetails
P/E Ratio
27.77
High:IREN
141.67IRENLow:NTRA
-164.47NTRADetails
PEG Ratio
28.87
High:AUTO.L
185.82AUTO.LLow:STAA
-91.64STAADetails
Price/Book
2
High:PCT.US
177.83PCT.USLow:MSTR
0.89MSTRDetails
Price/Sales
1.7
High:PCT.US
120.85PCT.USLow:SHEL.L
0.87SHEL.LDetails
Price/CF
10.87
High:MSTR
7,511.07MSTRLow:C
4.51CDetails
Price/FCF
31.1
High:MSTR
1,187.5MSTRLow:C
6.13CDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-33.63% | Sep 2020 | Jan 2026 | 64 |
-14.82% | Mar 2026 | - | 6 |