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-9.26%
This Month
-23.91%
Year To Date
-10.88%
2 Years
+6.56%
5 Years
+4432.25%
10 Years
+81.19%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs38.55%
- 🖥️ Technology Services22.42%
- 🍞 Consumer Non Durables12.02%
- 🪙 Cryptocurrencies6.56%
- 🛍️ Retail Trade5.63%
- 💇♀️ Consumer Services4.89%
- 💰 Finance3.86%
- ⚡ Utilities3.24%
- 🚗 Consumer Durables1.39%
- 💵 Cash0.66%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE72.27%
- 🇫🇷 Euronext Paris12.02%
- 🇺🇸 Nasdaq7.72%
- 🌍 Digital Currency6.56%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States38.61%
- 🇫🇷 France12.02%
- 🇮🇱 Israel1.43%
- 🇨🇳 China1.39%
Dividends
Dividend Yield
4.17%
5 out of 13 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $FRCB (270000%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 8.5/10
Beta
0.22
0.22
0
0.8
1.2
0
2
Sharpe Ratio
0.59
0.59
0
0.5
1
1.5
1.5
Sortino Ratio
6.2
6.2
0
1
2
7
7
Jensen's Alpha
233.11
233.11
-2
0
2
234
234
Omega Ratio
3.79
3.79
0
1
1.5
4
4
Treynor Ratio
49.01
49.01
0
0.75
1.25
50
50
Information Ratio
0.54
0.54
0
0.3
0.6
1
1
Calmar Ratio
1.76
1.76
0
0.3
0.6
2
2
Beta
0.22
0.22
0
0.8
1.2
0
2
Sharpe Ratio
0.59
0.59
0
0.5
1
1.5
1.5
Sortino Ratio
6.2
6.2
0
1
2
7
7
Jensen's Alpha
233.11
233.11
-2
0
2
234
234
Omega Ratio
3.79
3.79
0
1
1.5
4
4
Treynor Ratio
49.01
49.01
0
0.75
1.25
50
50
Information Ratio
0.54
0.54
0
0.3
0.6
1
1
Calmar Ratio
1.76
1.76
0
0.3
0.6
2
2
Portfolio Valuation
Based on current positions
P/E Ratio
28.88
High:
AAP
76.68AAPLow:
NIU
-75.38NIUDetails
PEG Ratio
-18.7
High:
ETOR
155.74ETORLow:NIU
-83.11NIUDetails
Price/Book
3.74
High:
MC.PA
4.08MC.PALow:
FRCB
0FRCBDetails
Price/Sales
3.01
High:
U
4.24ULow:FRCB
0FRCBDetails
Price/CF
17.18
High:U
44.89ULow:
XIFR
0.9XIFRDetails
Price/FCF
38.29
High:
PSKY
151.64PSKYLow:
RWT
2.68RWTDetails
P/E Ratio
28.88
High:AAP
76.68AAPLow:NIU
-75.38NIUDetails
PEG Ratio
-18.7
High:ETOR
155.74ETORLow:NIU
-83.11NIUDetails
Price/Book
3.74
High:MC.PA
4.08MC.PALow:FRCB
0FRCBDetails
Price/Sales
3.01
High:U
4.24ULow:FRCB
0FRCBDetails
Price/CF
17.18
High:U
44.89ULow:XIFR
0.9XIFRDetails
Price/FCF
38.29
High:PSKY
151.64PSKYLow:RWT
2.68RWTDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-46.2% | Dec 2021 | Sep 2025 | 45 |
-28.1% | Oct 2025 | - | 5 |
-22.45% | Nov 2020 | Oct 2021 | 11 |
-16.92% | Dec 2019 | Apr 2020 | 4 |
-10.49% | May 2020 | Jun 2020 | 1 |