Loading...
+0.7%
This Month
+14.64%
Year To Date
+149.42%
2 Years
+99.39%
5 Years
+128.13%
10 Years
+17.93%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies86.64%
- 🖥️ Technology Services2.49%
- 🛍️ Retail Trade1.92%
- 📊 ETFs1.58%
- 🚗 Consumer Durables1.51%
- 💻 Electronic Technology1.29%
- 💰 Finance0.7%
- 💇♀️ Consumer Services0.38%
- 💵 Cash0.26%
- 🍞 Consumer Non Durables0.2%
- 🚚 Transportation0.15%
- 🧬 Health Technology0.12%
- 🛠️ Producer Manufacturing0.09%
- 🪨 Non Energy Minerals0.08%
- ⛏️ Energy Minerals0.06%
- 💼 Commercial Services0.05%
- 🏥 Health Services0.03%
- 🧩 Miscellaneous0.03%
- 🧪 Process Industries0.02%
- 🏭 Industrial Services0.01%
- 📡 Communications0.01%
- 💹 Forex0.01%
- ⚡ Utilities0.01%
- 🌾 Commodities0%
- 📦 Distribution Services0%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency86.64%
- 🇺🇸 Nasdaq4.27%
- 🇺🇸 NYSE3.74%
- 🇬🇧 LSE1.02%
- 🇺🇸 Chicago Board Options Exchange0.49%
- 🇭🇰 Hong Kong Exchanges0.44%
- 🇩🇪 Xetra ETFs0.4%
- 🇳🇴 Oslo Stock Exchange0.12%
- 🇫🇷 Euronext Paris0.06%
- 🇳🇱 Euronext Amsterdam0.05%
- 🇩🇪 FRA0.05%
- 🇩🇰 Copenhagen Stock Exchange0.02%
- 🇪🇸 Bolsa De Madrid0.02%
- 🇸🇪 Stockholm Stock Exchange0.02%
- 🇨🇭 SIX0.01%
- 🇮🇹 Borsa Italiana0.01%
- 🌍 FX0.01%
- 🇧🇪 Euronext Brussels0%
- 🌍 Commodity0%
- 🌍 CFD0%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States5.99%
- 🇨🇳 China1.75%
- 🇬🇧 United Kingdom0.63%
- 🇳🇴 Norway0.12%
- 🇮🇱 Israel0.12%
- 🇨🇦 Canada0.08%
- 🇫🇷 France0.06%
- 🇳🇱 Netherlands0.06%
- 🇹🇼 Taiwan0.05%
- 🇩🇪 Germany0.05%
- 🇩🇰 Denmark0.03%
- 🇪🇸 Spain0.03%
- 🇮🇪 Ireland0.02%
- 🇨🇭 Switzerland0.02%
- 🇱🇺 Luxembourg0.02%
- 🇸🇪 Sweden0.02%
- 🇯🇵 Japan0.01%
- 🇮🇹 Italy0.01%
- 🇸🇬 Singapore0.01%
- 🇧🇷 Brazil0.01%
- 🇿🇦 South Africa0.01%
- 🇺🇾 Uruguay0.01%
- 🇨🇾 Cyprus0.01%
- 🇰🇾 Cayman Islands0.01%
- 🇧🇪 Belgium0%
- 🇦🇺 Australia0%
- 🇫🇮 Finland0%
- 🇧🇲 Bermuda0%
- 🇰🇷 South Korea0%
- 🇭🇰 Hong Kong0%
- 🇷🇺 Russia0%
Dividends
Dividend Yield
0.07%
230 out of 487 instruments pay dividend.
54 dividend payments in the next 30 days.
Highest Dividend: $WDI.DE (1156.07%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 2318.HK | 0.01% | 5.04% | $2.63 |
 NAS.OL | 0.01% | 5.63% | - |
 TLT | 0% | 4.3% | - |
 1398.HK | 0% | 5.59% | $0.33 |
 KSS | 0% | 5.31% | $2 |
 RR.L | 0% | 0.98% | - |
 BABA | 0% | 0.76% | $0.98 |
 GRG.L | 0% | 4.25% | $0.6 |
 JD.US | 0% | 3.14% | $0.74 |
 MSFT | 0% | 0.67% | $3 |
 FSK | 0% | 13.67% | $2.47 |
 SQQQ | 0% | 11.77% | - |
 GAW.L | 0% | 3.65% | $5.5 |
 BLV | 0% | 4.61% | - |
 VOW3.DE | 0% | 6.37% | $9.06 |
 BATS.L | 0% | 5.83% | $2.36 |
 BLK | 0% | 1.89% | $20.2 |
 BIL | 0% | 4.58% | - |
 MPCC.OL | 0% | 18.44% | $5.9 |
 0700.HK | 0% | 0.74% | $3.4 |
 REP.MC | 0% | 5.58% | $0.73 |
 META | 0% | 0.27% | $1 |
 GOOG | 0% | 0.35% | $0.2 |
 UNH | 0% | 2.74% | $7.74 |
 AAPL | 0% | 0.43% | $0.97 |
 ISF.L | 0% | 3.5% | - |
 NOVO-B.CO | 0% | 3.33% | $9.4 |
 OGZDL.L | 0% | 67.74% | - |
 EVO.ST | 0% | 3.82% | $31.03 |
 VALE | 0% | 6.95% | $1.33 |
 TSM | 0% | 1.01% | $1.74 |
 KER.PA | 0% | 2.54% | $14 |
 SHEL.L | 0% | 4.09% | $0.8 |
 SU | 0% | 4.2% | $1.59 |
 9618.HK | 0% | 3.19% | $2.97 |
 TMF | 0% | 4.1% | - |
 AC.PA | 0% | 3.08% | $1.18 |
 KWEB | 0% | 3% | - |
 BNP.PA | 0% | 6.26% | $4.6 |
 SHY | 0% | 3.95% | - |
 GOOGL | 0% | 0.35% | $0.2 |
 FXI | 0% | 2.62% | - |
 EWZ | 0% | 5.59% | - |
 NOC | 0% | 1.51% | $7.67 |
 O | 0% | 5.41% | $3.09 |
 VT.US | 0% | 1.77% | - |
 BOSS.DE | 0% | 3.33% | $1.35 |
 NDA_SE.ST | 0% | 7.19% | $10.62 |
 JOYY | 0% | 4.51% | $0.71 |
 NVO | 0% | 2.23% | $0.98 |
 B | 0% | 1.63% | $0.4 |
 RIO | 0% | 5.81% | $4.34 |
 ASML.NV | 0% | 0.98% | $6.1 |
 MU | 0% | 0.35% | $0.46 |
 PBR | 0% | 15.13% | $1.73 |
 ISP.MI | 0% | 6.44% | $0.3 |
 KLAC | 0% | 0.8% | $5.65 |
 LGEN.L | 0% | 9.16% | $0.2 |
 GFI | 0% | 1.83% | $0.31 |
 JPM | 0% | 1.8% | $4.4 |
 IMB.L | 0% | 6.03% | $1.49 |
 AOA | 0% | 2.13% | - |
 INGA.NV | 0% | 5.15% | $1.11 |
 IAG.L | 0% | 1.84% | - |
 ITUB | 0% | 5.56% | $0.15 |
 ABBN.ZU | 0% | 1.64% | $0.87 |
 LAND.L | 0% | 7.49% | $0.4 |
 MPW | 0% | 7.01% | $0.6 |
 AES | 0% | 5.47% | $0.68 |
 FUR.NV | 0% | 6.75% | - |
 GS | 0% | 1.76% | $11 |
 LIGHT.NV | 0% | 6.9% | $1.55 |
 BHP | 0% | 4% | $3.01 |
 VICI | 0% | 5.16% | $1.66 |
 NTES | 0% | 2.16% | $2.58 |
 SW.PA | 0% | 5.05% | $3.1 |
 NEXI.MI | 0% | 4.77% | - |
 NWG | 0% | 4.57% | $0.42 |
 IBE.MC | 0% | 3.3% | $0.45 |
 BAER.ZU | 0% | 4.56% | $2.6 |
 QCOM | 0% | 2.18% | $3.25 |
 TWEKA.NV | 0% | 4.44% | $1.7 |
 BBVA.MC | 0% | 3.63% | $0.45 |
 LMT | 0% | 2.86% | $12.45 |
 WAL | 0% | 1.67% | $1.47 |
 RF.PA | 0% | 4.92% | $2.42 |
 ROCKB.CO | 0% | 2.61% | $43 |
 SMFG | 0% | 2.38% | $0.29 |
 C | 0% | 2.39% | $2.12 |
 DIS | 0% | 0.85% | $0.75 |
 BN.PA | 0% | 2.87% | $2.1 |
 HBR.L | 0% | 8.83% | $0.2 |
 AVGO | 0% | 0.69% | $19.7 |
 PHNX.L | 0% | 8.08% | $0.53 |
 AALB.NV | 0% | 3.87% | $1.13 |
 PFE | 0% | 6.92% | $1.66 |
 01211.HK | 0% | 1.37% | $3.41 |
 WWW | 0% | 1.26% | $0.4 |
 NEM | 0% | 1.32% | $1.3 |
 ETN | 0% | 1.17% | $3.6 |
 ARG.PA | 0% | 5.16% | $3.15 |
 KBC.BR | 0% | 2.92% | $2.91 |
 VOD | 0% | 4% | $0.94 |
 DSFIR.NV | 0% | 3.06% | $2.5 |
 NVDA | 0% | 0.02% | $0.02 |
 UPS | 0% | 7.74% | $6.5 |
 PRY.MI | 0% | 1.05% | $0.7 |
 SYF | 0% | 1.46% | $1 |
 AKZA.NV | 0% | 3.29% | $1.98 |
 BA.L | 0% | 1.92% | $0.3 |
 TEP.PA | 0% | 6.37% | $3.85 |
 GRMN | 0% | 1.51% | $3.71 |
 WPM | 0% | 0.64% | $0.61 |
 PAAS | 0% | 1.26% | $0.4 |
 BCS | 0% | 2.2% | $0.39 |
 TT | 0% | 0.88% | $3.27 |
 MC.PA | 0% | 2.63% | $13 |
 ACN | 0% | 2.33% | $4.99 |
 NEE | 0% | 3.14% | $1.97 |
 BND | 0% | 3.73% | - |
 ZURN.ZU | 0% | 4.86% | $26 |
 SW | 0% | 3.41% | $1.18 |
 WMT | 0% | 0.94% | $0.81 |
 CA.PA | 0% | 7.49% | $0.87 |
 KO | 0% | 2.97% | $1.89 |
 ASML | 0% | 0.78% | $5.57 |
 ABBV | 0% | 3.06% | $6.06 |
 0941.HK | 0% | 6.13% | $4.83 |
 RHM.DE | 0% | 0.47% | $5.7 |
 BX | 0% | 2.51% | $3.36 |
 DEZ.DE | 0% | 1.78% | $0.17 |
 SMSN.L | 0% | 1.69% | $23.68 |
 NEX.PA | 0% | 2.09% | $2.3 |
 INTC | 0% | 0.51% | $0.5 |
 T | 0% | 3.76% | $1.11 |
 9988.HK | 0% | 0.78% | $0.98 |
 BESI.NV | 0% | 2.01% | $2.15 |
 DHR | 0% | 0.59% | $1.05 |
 VOOV | 0% | 2.02% | - |
 CL | 0% | 2.4% | $1.96 |
 VGT | 0% | 0.47% | - |
 ABDN.L | 0% | 7.81% | $0.15 |
 TEF.MC | 0% | 5.35% | $0.24 |
 GDXJ | 0% | 1.65% | - |
 TXN | 0% | 2.91% | $5.14 |
 CAT | 0% | 1.36% | $5.31 |
 SIG | 0% | 1.34% | $1.04 |
 SBSW | 0% | 6.83% | $0.3 |
 UI | 0% | 0.45% | $2.4 |
 VPK.NV | 0% | 3.89% | $1.5 |
 RMS.PA | 0% | 1.28% | $25 |
 VOD.L | 0% | 4.31% | $0.08 |
 FGR.PA | 0% | 4.36% | $4.1 |
 EMG.L | 0% | 8.12% | $0.13 |
 SU.PA | 0% | 1.79% | $3.5 |
 GRFS | 0% | 1.41% | - |
 OHI | 0% | 6.24% | $2.68 |
 SIE.DE | 0% | 2.31% | $4.7 |
 V | 0% | 0.69% | $2.01 |
 VTI | 0% | 1.22% | - |
 NDA.DE | 0% | 1.53% | $1.4 |
 LKOD.L | 0% | 76.06% | - |
 URA | 0% | 1.91% | - |
 CRM | 0% | 0.65% | $0.4 |
 JST.DE | 0% | 3.13% | $1.5 |
 NTDOY | 0% | 0.61% | $0.24 |
 1913.HK | 0% | 3.27% | - |
 SBMO.NV | 0% | 3.93% | $0.77 |
 AGN.NV | 0% | 5.87% | $0.3 |
 KOG.OL | 0% | 0.83% | - |
 PEP | 0% | 3.81% | $5.15 |
 PUK | 0% | 1.78% | $0.41 |
 VRSK | 0% | 0.65% | $1.46 |
 LLY | 0% | 0.8% | $4.86 |
 GE | 0% | 0.46% | $0.44 |
 WDC | 0% | 0.22% | - |
 0992.HK | 0% | 3.56% | $0.38 |
 ROSNL.L | 0% | 21.42% | - |
 AXP | 0% | 0.93% | $2.6 |
 MRK | 0% | 3.86% | $3.04 |
 BN.US | 0% | 0.54% | $0.3 |
 SPY | 0% | 1.16% | - |
 EA | 0% | 0.45% | $0.76 |
 SZG.DE | 0% | 0.85% | $0.45 |
 VRT | 0% | 0.12% | $0.06 |
 SONY | 0% | 0.35% | $0.49 |
 BTG.US | 0% | 2.47% | $0.16 |
 ASM.NV | 0% | 0.72% | $2.75 |
 3888.HK | 0% | 0.46% | $0.14 |
 SAN.MC | 0% | 2.1% | $0.14 |
 ULVR.L | 0% | 3.2% | $1.47 |
 CARR | 0% | 1.32% | $0.76 |
 INTU | 0% | 0.64% | $3.6 |
 QQQ | 0% | 0.51% | - |
 OR.PA | 0% | 1.74% | $6.6 |
 CVS | 0% | 3.62% | $2.54 |
 0939.HK | 0% | 5.34% | $0.43 |
 WFC | 0% | 2.09% | $1.4 |
 BAC | 0% | 2.14% | $0.96 |
 WAB | 0% | 0.49% | $0.74 |
 ADI | 0% | 1.58% | $3.56 |
 CPR.MI | 0% | 1.06% | $0.07 |
 LRCX | 0% | 0.92% | $8 |
 MTS.MC | 0% | 1.67% | $0.44 |
 0968.HK | 0% | 1.14% | $0.23 |
 TER | 0% | 0.4% | $0.46 |
 COST | 0% | 0.51% | $19.22 |
 HD | 0% | 2.19% | $8.52 |
 BUD | 0% | 1.41% | $0.65 |
 ALLY | 0% | 2.9% | $1.2 |
 WWD | 0% | 0.45% | $0.94 |
 GDX | 0% | 0.77% | - |
 CM | 0% | 3.59% | $2.6 |
 DE | 0% | 1.37% | $5.76 |
 ORSTED.CO | 0% | 0.46% | - |
 BAYN.DE | 0% | 0.39% | $0.11 |
 IDR.MC | 0% | 0.62% | $0.2 |
 ENTG | 0% | 0.49% | $0.4 |
 MA | 0% | 0.5% | $2.46 |
 NVTKL.L | 0% | 109.46% | - |
 WDI.DE | 0% | 1156.07% | $0.2 |
 SCCO | 0% | -2.76% | $-3.76 |
 GGB | 0% | -3.15% | $-0.22 |
 VLTO | 0% | -0.4% | $-0.27 |
 DWL.L | 0% | -5.33% | $-0.03 |
 SNREY | 0% | -6.58% | - |
 FG | 0% | -2.55% | $-0.83 |
 PRX.NV | 0% | -0.38% | $-0.07 |
 VTS | 0% | -8.69% | $-2.02 |
 PHIN | 0% | -1.82% | $-1 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
GOOG | Ex-Dividend | Sep 8, 2025 | $0.21 |
UI | Pay Day | Sep 8, 2025 | $0.80 |
GOOGL | Ex-Dividend | Sep 8, 2025 | $0.21 |
LLY | Pay Day | Sep 10, 2025 | $1.50 |
KSS | Ex-Dividend | Sep 10, 2025 | $0.12 |
2318.HK | Ex-Dividend | Sep 10, 2025 | $0.13 |
MSFT | Pay Day | Sep 11, 2025 | $0.83 |
NVDA | Ex-Dividend | Sep 11, 2025 | $0.01 |
NTES | Pay Day | Sep 11, 2025 | $0.57 |
GRG.L | Ex-Dividend | Sep 11, 2025 | $0.25 |
MPW | Ex-Dividend | Sep 11, 2025 | $0.08 |
PHIN | Pay Day | Sep 12, 2025 | -$0.27 |
ULVR.L | Pay Day | Sep 12, 2025 | $0.52 |
GRMN | Ex-Dividend | Sep 12, 2025 | $0.90 |
GFI | Ex-Dividend | Sep 12, 2025 | $0.40 |
NWG | Pay Day | Sep 12, 2025 | $0.26 |
GOOG | Pay Day | Sep 15, 2025 | $0.21 |
KO | Ex-Dividend | Sep 15, 2025 | $0.51 |
MRK | Ex-Dividend | Sep 15, 2025 | $0.81 |
UNH | Ex-Dividend | Sep 15, 2025 | $2.21 |
NEE | Pay Day | Sep 15, 2025 | $0.57 |
VTS | Ex-Dividend | Sep 15, 2025 | -$0.56 |
B | Pay Day | Sep 15, 2025 | $0.15 |
VRSK | Ex-Dividend | Sep 15, 2025 | $0.45 |
O | Pay Day | Sep 15, 2025 | $0.27 |
GOOGL | Pay Day | Sep 15, 2025 | $0.21 |
VRT | Ex-Dividend | Sep 15, 2025 | $0.04 |
FG | Ex-Dividend | Sep 16, 2025 | -$0.22 |
ADI | Pay Day | Sep 16, 2025 | $0.99 |
TSM | Ex-Dividend | Sep 16, 2025 | $0.82 |
BCS | Pay Day | Sep 16, 2025 | $0.16 |
EA | Pay Day | Sep 17, 2025 | $0.19 |
NOC | Pay Day | Sep 17, 2025 | $2.31 |
0941.HK | Pay Day | Sep 17, 2025 | $0.35 |
FSK | Ex-Dividend | Sep 17, 2025 | $0.70 |
HD | Pay Day | Sep 18, 2025 | $2.30 |
WDC | Pay Day | Sep 18, 2025 | $0.10 |
SW | Pay Day | Sep 18, 2025 | $0.43 |
VICI | Ex-Dividend | Sep 18, 2025 | $0.45 |
EMG.L | Pay Day | Sep 19, 2025 | $0.06 |
SHEL.L | Pay Day | Sep 22, 2025 | $0.36 |
AVGO | Ex-Dividend | Sep 22, 2025 | $0.59 |
JOYY | Ex-Dividend | Sep 22, 2025 | $0.95 |
UNH | Pay Day | Sep 23, 2025 | $2.21 |
BLK | Pay Day | Sep 23, 2025 | $5.21 |
ABDN.L | Pay Day | Sep 23, 2025 | $0.10 |
KSS | Pay Day | Sep 24, 2025 | $0.12 |
LRCX | Ex-Dividend | Sep 24, 2025 | $0.26 |
HBR.L | Pay Day | Sep 24, 2025 | $0.18 |
QCOM | Pay Day | Sep 25, 2025 | $0.89 |
SU | Pay Day | Sep 25, 2025 | $0.41 |
BHP | Pay Day | Sep 25, 2025 | $1.20 |
RIO | Pay Day | Sep 25, 2025 | $1.48 |
AGN.NV | Pay Day | Sep 25, 2025 | $0.22 |
GFI | Pay Day | Sep 25, 2025 | $0.40 |
VRT | Pay Day | Sep 25, 2025 | $0.04 |
BAC | Pay Day | Sep 26, 2025 | $0.28 |
LMT | Pay Day | Sep 26, 2025 | $3.30 |
BNP.PA | Ex-Dividend | Sep 26, 2025 | $3.05 |
LGEN.L | Pay Day | Sep 26, 2025 | $0.08 |
GRMN | Pay Day | Sep 26, 2025 | $0.90 |
PBR | Pay Day | Sep 29, 2025 | $0.11 |
GS | Pay Day | Sep 29, 2025 | $4.00 |
NEM | Pay Day | Sep 29, 2025 | $0.25 |
TER | Pay Day | Sep 29, 2025 | $0.12 |
CM | Ex-Dividend | Sep 29, 2025 | $0.70 |
PEP | Pay Day | Sep 30, 2025 | $1.42 |
BNP.PA | Pay Day | Sep 30, 2025 | $3.05 |
DE | Ex-Dividend | Sep 30, 2025 | $1.62 |
IMB.L | Pay Day | Sep 30, 2025 | $0.53 |
FG | Pay Day | Sep 30, 2025 | -$0.22 |
VTS | Pay Day | Sep 30, 2025 | -$0.56 |
TT | Pay Day | Sep 30, 2025 | $0.94 |
VRSK | Pay Day | Sep 30, 2025 | $0.45 |
AVGO | Pay Day | Sep 30, 2025 | $0.59 |
KO | Pay Day | Oct 1, 2025 | $0.51 |
WWW | Ex-Dividend | Oct 1, 2025 | $0.10 |
NVDA | Pay Day | Oct 2, 2025 | $0.01 |
BATS.L | Ex-Dividend | Oct 2, 2025 | $0.76 |
FSK | Pay Day | Oct 2, 2025 | $0.70 |
GAW.L | Pay Day | Oct 3, 2025 | $0.73 |
MRK | Pay Day | Oct 7, 2025 | $0.81 |
INTU | Ex-Dividend | Oct 9, 2025 | $1.20 |
TSM | Pay Day | Oct 9, 2025 | $0.82 |
MPW | Pay Day | Oct 9, 2025 | $0.08 |
VICI | Pay Day | Oct 9, 2025 | $0.45 |
0968.HK | Pay Day | Oct 10, 2025 | $0.00 |
GRG.L | Pay Day | Oct 10, 2025 | $0.25 |
JOYY | Pay Day | Oct 10, 2025 | $0.95 |
LRCX | Pay Day | Oct 15, 2025 | $0.26 |
PUK | Pay Day | Oct 16, 2025 | $0.15 |
INTU | Pay Day | Oct 17, 2025 | $1.20 |
2318.HK | Pay Day | Oct 24, 2025 | $0.13 |
SIG | Ex-Dividend | Oct 24, 2025 | $0.32 |
CM | Pay Day | Oct 28, 2025 | $0.70 |
WWW | Pay Day | Nov 3, 2025 | $0.10 |
KBC.BR | Ex-Dividend | Nov 5, 2025 | $1.17 |
BATS.L | Pay Day | Nov 7, 2025 | $0.76 |
KBC.BR | Pay Day | Nov 7, 2025 | $1.17 |
DE | Pay Day | Nov 10, 2025 | $1.62 |
SIG | Pay Day | Nov 21, 2025 | $0.32 |
MC.PA | Ex-Dividend | Dec 2, 2025 | $6.47 |
MC.PA | Pay Day | Dec 4, 2025 | $6.47 |
WMT | Ex-Dividend | Dec 12, 2025 | $0.24 |
TEF.MC | Ex-Dividend | Dec 16, 2025 | $0.17 |
KWEB | Pay Day | Dec 18, 2025 | $0.00 |
TEF.MC | Pay Day | Dec 18, 2025 | $0.17 |
GDX | Pay Day | Dec 24, 2025 | $0.00 |
GDXJ | Pay Day | Dec 24, 2025 | $0.00 |
WMT | Pay Day | Jan 5, 2026 | $0.24 |
Performance Metrics
Score 4/10
Beta
1.74
1.74
0
0.8
1.2
0
2
Sharpe Ratio
0.49
0.49
0
0.5
1
1.5
1.5
Sortino Ratio
0.88
0.88
0
1
2
3
3
Jensen's Alpha
-2.88
-2.88
-3
0
2
4.5
4.5
Omega Ratio
1.19
1.19
0
1
1.5
2.5
2.5
Treynor Ratio
1.01
1.01
0
0.75
1.25
2
2
Information Ratio
0.21
0.21
0
0.3
0.6
1
1
Calmar Ratio
0.26
0.26
0
0.3
0.6
1
1
Beta
1.74
1.74
0
0.8
1.2
0
2
Sharpe Ratio
0.49
0.49
0
0.5
1
1.5
1.5
Sortino Ratio
0.88
0.88
0
1
2
3
3
Jensen's Alpha
-2.88
-2.88
-3
0
2
4.5
4.5
Omega Ratio
1.19
1.19
0
1
1.5
2.5
2.5
Treynor Ratio
1.01
1.01
0
0.75
1.25
2
2
Information Ratio
0.21
0.21
0
0.3
0.6
1
1
Calmar Ratio
0.26
0.26
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
34.21
High:
TWLO
870.53TWLOLow:
ZS
-1,000.19ZSDetails
PEG Ratio
633.14
High:
BESI.NV
49,350.15BESI.NVLow:ZS
-3,222.65ZSDetails
Price/Book
9.08
High:
RBLX
254.7RBLXLow:
ABBV
-2,055.98ABBVDetails
Price/Sales
7.87
High:
JOBY
106,510.81JOBYLow:
LLYVA
-LLYVADetails
Price/CF
22.53
High:
MSTR
7,511.07MSTRLow:
ATADL.L
0.14ATADL.LDetails
Price/FCF
44.08
High:
WOLF
10,383.7WOLFLow:ATADL.L
0.53ATADL.LDetails
P/E Ratio
34.21
High:TWLO
870.53TWLOLow:ZS
-1,000.19ZSDetails
PEG Ratio
633.14
High:BESI.NV
49,350.15BESI.NVLow:ZS
-3,222.65ZSDetails
Price/Book
9.08
High:RBLX
254.7RBLXLow:ABBV
-2,055.98ABBVDetails
Price/Sales
7.87
High:JOBY
106,510.81JOBYLow:LLYVA
-LLYVADetails
Price/CF
22.53
High:MSTR
7,511.07MSTRLow:ATADL.L
0.14ATADL.LDetails
Price/FCF
44.08
High:WOLF
10,383.7WOLFLow:ATADL.L
0.53ATADL.LDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-63.81% | Nov 2021 | Nov 2024 | 36 |
-25.91% | Dec 2024 | Jul 2025 | 7 |
-11.28% | Sep 2021 | Oct 2021 | 1 |
-7.63% | May 2021 | Aug 2021 | 3 |
-2.83% | Sep 2020 | Nov 2020 | 2 |