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+1.87%
This Month
+1.87%
Year To Date
+72.04%
2 Years
+40.89%
5 Years
+40.89%
10 Years
+8.23%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💼 Commercial Services39.95%
- 🖥️ Technology Services21.14%
- 📊 ETFs14.98%
- 🛍️ Retail Trade13.3%
- 🛠️ Producer Manufacturing8.29%
- 🪙 Cryptocurrencies1.55%
- 🧬 Health Technology0.64%
- 💵 Cash0.14%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq75.78%
- 🇺🇸 NYSE22.51%
- 🌍 Digital Currency1.55%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States41.65%
- 🇨🇳 China13.3%
- 🇫🇷 France12.94%
- 🇳🇴 Norway8.54%
- 🇬🇧 United Kingdom6.89%
Dividends
Dividend Yield
1.39%
6 out of 12 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $PFE (6.77%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 3.3/10
Beta
1.29
1.29
0
0.8
1.2
0
2
Sharpe Ratio
0.28
0.28
0
0.5
1
1.5
1.5
Sortino Ratio
0.42
0.42
0
1
2
3
3
Jensen's Alpha
-3.88
-3.88
-4
0
2
4.5
4.5
Omega Ratio
0.97
0.97
0
1
1.5
2.5
2.5
Treynor Ratio
0.62
0.62
0
0.75
1.25
2
2
Information Ratio
-0.03
-0.03
-1
0.3
0.6
1
1
Calmar Ratio
0.14
0.14
0
0.3
0.6
1
1
Beta
1.29
1.29
0
0.8
1.2
0
2
Sharpe Ratio
0.28
0.28
0
0.5
1
1.5
1.5
Sortino Ratio
0.42
0.42
0
1
2
3
3
Jensen's Alpha
-3.88
-3.88
-4
0
2
4.5
4.5
Omega Ratio
0.97
0.97
0
1
1.5
2.5
2.5
Treynor Ratio
0.62
0.62
0
0.75
1.25
2
2
Information Ratio
-0.03
-0.03
-1
0.3
0.6
1
1
Calmar Ratio
0.14
0.14
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
11.49
High:
DAVA
31.99DAVALow:
CNXC
-1.92CNXCDetails
PEG Ratio
42.4
High:DAVA
92.86DAVALow:
CRTO
9.56CRTODetails
Price/Book
1.63
High:
PYPL
2.57PYPLLow:DAVA
0.47DAVADetails
Price/Sales
0.42
High:
PFE
2.32PFELow:
JD.US
0.23JD.USDetails
Price/CF
11.53
High:
OPRA
18.35OPRALow:CRTO
3.79CRTODetails
Price/FCF
11.12
High:PFE
202.63PFELow:CRTO
5.45CRTODetails
P/E Ratio
11.49
High:DAVA
31.99DAVALow:CNXC
-1.92CNXCDetails
PEG Ratio
42.4
High:DAVA
92.86DAVALow:CRTO
9.56CRTODetails
Price/Book
1.63
High:PYPL
2.57PYPLLow:DAVA
0.47DAVADetails
Price/Sales
0.42
High:PFE
2.32PFELow:JD.US
0.23JD.USDetails
Price/CF
11.53
High:OPRA
18.35OPRALow:CRTO
3.79CRTODetails
Price/FCF
11.12
High:PFE
202.63PFELow:CRTO
5.45CRTODetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-48.15% | Nov 2021 | Nov 2024 | 36 |
-39.35% | May 2021 | Oct 2021 | 5 |
-9.32% | Feb 2025 | May 2025 | 3 |
-8.12% | Sep 2025 | Jan 2026 | 4 |
-0.68% | Dec 2024 | Jan 2025 | 1 |