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+5.34%
This Month
+10.65%
Year To Date
+41.67%
2 Years
+58.04%
5 Years
+84.05%
10 Years
+11.73%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs58.08%
- 💵 Cash17.04%
- 🖥️ Technology Services11.27%
- 💻 Electronic Technology8.91%
- 🧩 Miscellaneous5.5%
- 🪙 Cryptocurrencies3.88%
- 🍞 Consumer Non Durables0.67%
- 💰 Finance0.59%
- 🛍️ Retail Trade0.23%
- 💼 Commercial Services0.15%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE51.61%
- 🇺🇸 Nasdaq30.62%
- 🌍 Digital Currency3.88%
- 🇬🇧 LSE2.31%
- 🇫🇷 Euronext Paris0.67%
- 🇨🇭 SIX0.18%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States18.5%
- 🇰🇷 South Korea1.72%
- 🇫🇷 France0.67%
- 🇬🇧 United Kingdom0.59%
- 🇨🇭 Switzerland0.18%
- 🇧🇷 Brazil0.15%
Dividends
Dividend Yield
0.11%
10 out of 23 instruments pay dividend.
3 dividend payments in the next 30 days.
Highest Dividend: $LLOY.L (3.59%)
Performance Metrics
Score 4.7/10
Beta
0.98
0.98
0
0.8
1.2
0
2
Sharpe Ratio
0.49
0.49
0
0.5
1
1.5
1.5
Sortino Ratio
0.76
0.76
0
1
2
3
3
Jensen's Alpha
0.45
0.45
-2
0
2
4.5
4.5
Omega Ratio
1.02
1.02
0
1
1.5
2.5
2.5
Treynor Ratio
0.75
0.75
0
0.75
1.25
2
2
Information Ratio
0.02
0.02
0
0.3
0.6
1
1
Calmar Ratio
0.28
0.28
0
0.3
0.6
1
1
Beta
0.98
0.98
0
0.8
1.2
0
2
Sharpe Ratio
0.49
0.49
0
0.5
1
1.5
1.5
Sortino Ratio
0.76
0.76
0
1
2
3
3
Jensen's Alpha
0.45
0.45
-2
0
2
4.5
4.5
Omega Ratio
1.02
1.02
0
1
1.5
2.5
2.5
Treynor Ratio
0.75
0.75
0
0.75
1.25
2
2
Information Ratio
0.02
0.02
0
0.3
0.6
1
1
Calmar Ratio
0.28
0.28
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
31.3
High:
AMD
165.38AMDLow:
CRWD
-907.75CRWDDetails
PEG Ratio
96.09
High:
LOGN.ZU
450.34LOGN.ZULow:
STNE
1.01STNEDetails
Price/Book
9.74
High:
PLTR
38.75PLTRLow:STNE
1.17STNEDetails
Price/Sales
11.54
High:PLTR
67.22PLTRLow:
BLDR
0.55BLDRDetails
Price/CF
20.89
High:PLTR
138.09PLTRLow:STNE
5.47STNEDetails
Price/FCF
51.62
High:PLTR
139.89PLTRLow:STNE
6.89STNEDetails
P/E Ratio
31.3
High:AMD
165.38AMDLow:CRWD
-907.75CRWDDetails
PEG Ratio
96.09
High:LOGN.ZU
450.34LOGN.ZULow:STNE
1.01STNEDetails
Price/Book
9.74
High:PLTR
38.75PLTRLow:STNE
1.17STNEDetails
Price/Sales
11.54
High:PLTR
67.22PLTRLow:BLDR
0.55BLDRDetails
Price/CF
20.89
High:PLTR
138.09PLTRLow:STNE
5.47STNEDetails
Price/FCF
51.62
High:PLTR
139.89PLTRLow:STNE
6.89STNEDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-38.46% | Nov 2021 | Nov 2024 | 36 |
-7.22% | Feb 2025 | Jun 2025 | 4 |
-6.77% | Sep 2021 | Oct 2021 | 1 |
-6.54% | Nov 2025 | Apr 2026 | 5 |
-3.16% | Dec 2024 | Jan 2025 | 1 |
-2.65% | Mar 2021 | Jun 2021 | 3 |
-0.87% | Jul 2021 | Aug 2021 | 1 |