Loading...
+0.08%
Today
+7.83%
This Month
+16.26%
Year To Date
+98.82%
2 Years
+638.59%
5 Years
+20.53%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs22.37%
- 💻 Electronic Technology15.3%
- 🖥️ Technology Services13.32%
- 💰 Finance6.03%
- 🪙 Cryptocurrencies5.21%
- ⛏️ Energy Minerals3.9%
- 🛍️ Retail Trade3.86%
- 🏭 Industrial Services2.92%
- 🛠️ Producer Manufacturing2.62%
- 💼 Commercial Services2.48%
- 🪨 Non Energy Minerals2.24%
- 🧬 Health Technology1.86%
- 🚗 Consumer Durables1.73%
- 🍞 Consumer Non Durables1.69%
- ⚡ Utilities1.61%
- 🏥 Health Services0.75%
- 🧩 Miscellaneous0.72%
- 🚚 Transportation0.63%
- 💵 Cash0.52%
- 💇♀️ Consumer Services0.48%
- ❓ Other0.42%
- 🧪 Process Industries0.31%
- 📡 Communications0.28%
- 📦 Distribution Services0.2%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE37.36%
- 🇺🇸 Nasdaq34.32%
- 🌍 Digital Currency5.21%
- 🇬🇧 LSE2%
- 🇸🇪 Stockholm Stock Exchange1.77%
- 🇨🇭 SIX1.68%
- 🇭🇰 Hong Kong Exchanges1.67%
- 🇩🇪 FRA1.31%
- 🇪🇸 Bolsa De Madrid1.19%
- 🇫🇷 Euronext Paris0.98%
- 🇺🇸 Chicago Board Options Exchange0.63%
- 🇩🇪 Xetra ETFs0.6%
- 🇩🇰 Copenhagen Stock Exchange0.53%
- 🇦🇪 Dubai Financial Market0.42%
- 🇳🇴 Oslo Stock Exchange0.39%
- 🇫🇮 Helsinki Stock Exchange0.37%
- 🇮🇹 Borsa Italiana0.26%
- 🇳🇱 Euronext Amsterdam0.14%
- 🇸🇦 Tadawul0.1%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States40.43%
- 🇨🇭 Switzerland2.86%
- 🇨🇳 China2.41%
- 🇸🇪 Sweden2.01%
- 🇹🇼 Taiwan1.62%
- 🇨🇦 Canada1.59%
- 🇬🇧 United Kingdom1.31%
- 🇩🇪 Germany1.31%
- 🇪🇸 Spain1.19%
- 🇳🇱 Netherlands1.1%
- 🇫🇷 France1.01%
- 🇱🇺 Luxembourg0.94%
- 🇯🇵 Japan0.77%
- 🇩🇰 Denmark0.69%
- 🇺🇾 Uruguay0.4%
- 🇳🇴 Norway0.39%
- 🇮🇱 Israel0.39%
- 🇮🇪 Ireland0.34%
- 🇸🇬 Singapore0.32%
- 🇰🇷 South Korea0.29%
- 🇮🇹 Italy0.26%
- 🇧🇷 Brazil0.21%
- 🇬🇷 Greece0.16%
- 🇫🇮 Finland0.14%
- 🇰🇾 Cayman Islands0.1%
- 🇸🇦 Saudi Arabia0.1%
- 🇷🇺 Russia0%
Dividends
Dividend Yield
1.25%
181 out of 306 instruments pay dividend.
52 dividend payments in the next 30 days.
Highest Dividend: $NVTKL.L (109.46%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 XLE | 0.27% | 3.55% | - |
 EMAAR.AE | 0.05% | 14.36% | - |
 IXC | 0.04% | 4.69% | - |
 IBE.MC | 0.04% | 3.22% | $0.45 |
 TX | 0.03% | 9.66% | $3.3 |
 HST | 0.02% | 5.18% | $0.78 |
 IYE | 0.02% | 3.02% | - |
 PAGP | 0.02% | 7.92% | $1.17 |
 BATS.L | 0.02% | 7.28% | $2.36 |
 XOP | 0.02% | 2.93% | - |
 UBSG.ZU | 0.02% | 2.81% | $0.64 |
 MSFT | 0.02% | 0.71% | $3 |
 TSM | 0.02% | 1.12% | $1.74 |
 ABBN.ZU | 0.02% | 1.9% | $0.87 |
 ICLN | 0.02% | 1.78% | - |
 EMG.L | 0.02% | 7.52% | $0.13 |
 CIVI | 0.02% | 7.11% | $2 |
 PBR.A | 0.02% | 11.77% | $2.21 |
 00857.HK | 0.01% | 7.75% | $0.48 |
 SWED-A.ST | 0.01% | 8.48% | $15.15 |
 FORTUM.HE | 0.01% | 9.22% | $1.15 |
 SHB-A.ST | 0.01% | 11.77% | $13 |
 WU | 0.01% | 10.16% | $0.94 |
 EQT | 0.01% | 1.14% | $0.62 |
 BOL.ST | 0.01% | 2.53% | $7.5 |
 EMAARDEV.AE | 0.01% | 10.6% | - |
 GS | 0.01% | 1.99% | $11 |
 MC.PA | 0.01% | 2.71% | $13 |
 B | 0.01% | 2.04% | $0.4 |
 FCX | 0.01% | 1.54% | $0.6 |
 SSABAH.HE | 0.01% | 4.41% | $0.43 |
 ENI.MI | 0.01% | 7.89% | $0.94 |
 GDX | 0.01% | 0.82% | - |
 TTE.PA | 0.01% | 6.26% | $3.06 |
 0386.HK | 0.01% | 7.32% | $0.37 |
 ENB | 0.01% | 5.64% | $2.66 |
 CDI.PA | 0.01% | 2.89% | $13 |
 BP.L | 0.01% | 6.86% | $0.23 |
 LIT | 0.01% | 1.03% | - |
 CNQ | 0.01% | 5.1% | $1.48 |
 NOVO-B.CO | 0.01% | 2.5% | $9.4 |
 VCTR | 0.01% | 2.91% | $1.35 |
 INVE-A.ST | 0.01% | 1.84% | $4.8 |
 CVX | 0.01% | 4.86% | $6.28 |
 AMLP | 0.01% | 7.88% | - |
 JPM | 0.01% | 2.01% | $4.4 |
 UNH | 0.01% | 2.84% | $7.74 |
 QCOM | 0.01% | 2.33% | $3.25 |
 VALE | 0.01% | 7.89% | $1.33 |
 AVGO | 0.01% | 0.93% | $19.7 |
 EQNR.OL | 0.01% | 6.3% | $13.95 |
 SMSN.L | 0.01% | 2.33% | $23.68 |
 SAOC | 0.01% | 6.74% | $1.87 |
 NTDOY | 0.01% | 0.84% | $0.24 |
 META | 0.01% | 0.31% | $1 |
 DAC | 0.01% | 4.01% | $3.15 |
 XOM | 0.01% | 4.8% | $3.76 |
 NEXI.MI | 0.01% | 4.72% | - |
 SKF-A.ST | 0.01% | 3.7% | $7.5 |
 SU | 0.01% | 4.4% | $1.59 |
 SHEL.L | 0.01% | 4.42% | $0.8 |
 TRP | 0.01% | 4.85% | $2.79 |
 HM-B.ST | 0.01% | 4.94% | $6.5 |
 BABA | 0.01% | 0.88% | $0.98 |
 AGRO | 0.01% | 3.71% | $0.33 |
 SHA0.DE | 0.01% | 5.94% | $0.45 |
 VBR | 0.01% | 2.34% | - |
 COP | 0.01% | 3.67% | $3.25 |
 VWO | 0.01% | 3.13% | - |
 ORK.OL | 0.01% | 3.47% | $3 |
 ASML | 0% | 0.79% | $5.57 |
 NHY.OL | 0% | 4.03% | $2.5 |
 RHM.DE | 0% | 0.43% | $5.7 |
 EDEN.PA | 0% | 4.37% | $1.1 |
 AMAT | 0% | 1.04% | $1.44 |
 AAPL | 0% | 0.51% | $0.97 |
 KMI | 0% | 4.15% | $1.14 |
 FANG | 0% | 3.82% | $9.26 |
 TAN | 0% | 0.58% | - |
 LMT | 0% | 2.77% | $12.45 |
 WY | 0% | 3.16% | $0.78 |
 SLB | 0% | 3.33% | $1.05 |
 INDA | 0% | 0.74% | - |
 PSX | 0% | 4.07% | $4.3 |
 SAND.ST | 0% | 2.73% | $5.5 |
 EOG | 0% | 3.49% | $5.06 |
 LDOS | 0% | 1.08% | $1.5 |
 VLO | 0% | 3.44% | $4.18 |
 GOOG | 0% | 0.47% | $0.2 |
 OKE | 0% | 5.05% | $3.89 |
 IBM | 0% | 2.59% | $6.65 |
 HAS | 0% | 4.19% | $2.8 |
 WMB | 0% | 3.24% | $1.85 |
 VOLV-A.ST | 0% | 2.99% | $7.5 |
 GOOGL | 0% | 0.47% | $0.2 |
 FIS | 0% | 1.96% | $1.76 |
 NOC | 0% | 1.77% | $7.67 |
 MU | 0% | 0.47% | $0.46 |
 NVO | 0% | 1.72% | $0.98 |
 SPY | 0% | 1.29% | - |
 MPC | 0% | 2.24% | $3.23 |
 ORCL | 0% | 1.05% | $1.6 |
 9988.HK | 0% | 0.87% | $0.98 |
 BLK | 0% | 2.12% | $20.2 |
 BKR | 0% | 2.36% | $0.82 |
 PEP | 0% | 4.19% | $5.15 |
 OXY | 0% | 2.23% | $0.8 |
 TQQQ | 0% | 1.79% | - |
 NDA.DE | 0% | 1.94% | $1.4 |
 BFH | 0% | 1.63% | $0.84 |
 CSCO | 0% | 2.58% | $1.58 |
 CRM | 0% | 0.62% | $0.4 |
 TRGP | 0% | 2.07% | $2.25 |
 GPN | 0% | 1.33% | $1 |
 JKHY | 0% | 1.26% | $2.14 |
 0700.HK | 0% | 0.88% | $3.4 |
 INTC | 0% | 2.48% | $0.5 |
 PRGS | 0% | 1.15% | $0.7 |
 NVTKL.L | 0% | 109.46% | - |
 QQQ | 0% | 0.63% | - |
 V | 0% | 0.63% | $2.01 |
 AMGN | 0% | 3.29% | $8.76 |
 TXN | 0% | 2.92% | $5.14 |
 CMCSA | 0% | 3.76% | $1.2 |
 AXP | 0% | 0.99% | $2.6 |
 NVDA | 0% | 0.03% | $0.02 |
 SNY | 0% | 3.09% | $1.48 |
 GILD | 0% | 2.82% | $3.04 |
 TMUS | 0% | 1.38% | $1.95 |
 HES | 0% | 1.51% | $1.75 |
 CME | 0% | 3.71% | $9.75 |
 LNG | 0% | 0.84% | $1.7 |
 AZN.L | 0% | 2.36% | $2.28 |
 AZN | 0% | 2.15% | $1.42 |
 MA | 0% | 0.49% | $2.46 |
 KER.PA | 0% | 3.45% | $14 |
 HON | 0% | 1.99% | $4.27 |
 LIN | 0% | 1.25% | $5.33 |
 SBUX | 0% | 2.85% | $2.24 |
 ADP | 0% | 1.86% | $5.45 |
 MDLZ | 0% | 2.79% | $1.7 |
 COST | 0% | 0.47% | $19.22 |
 ADI | 0% | 1.78% | $3.56 |
 EQIX | 0% | 2.02% | $16.19 |
 BKNG | 0% | 0.67% | $17.5 |
 LRCX | 0% | 1.1% | $8 |
 INTU | 0% | 0.53% | $3.6 |
 EWZ | 0% | 7.43% | - |
 ZURN.ZU | 0% | 4.86% | $26 |
 TRI | 0% | 1.12% | $2.07 |
 KLAC | 0% | 0.87% | $5.65 |
 EEM | 0% | 2.32% | - |
 GDXJ | 0% | 1.82% | - |
 QFIN | 0% | 3.02% | $1.06 |
 EFA | 0% | 2.89% | - |
 PFE | 0% | 7.31% | $1.66 |
 CTAS | 0% | 0.7% | $5.4 |
 ISF.L | 0% | 3.54% | - |
 DG.PA | 0% | 3.71% | $4.5 |
 IDEV | 0% | 2.97% | - |
 EWW | 0% | 3.61% | - |
 KHC | 0% | 5.96% | $1.6 |
 GRMN | 0% | 1.78% | $3.71 |
 NEE | 0% | 3.15% | $1.97 |
 ACWI | 0% | 1.71% | - |
 LHA.DE | 0% | 4.26% | $0.3 |
 GE | 0% | 0.61% | $0.44 |
 RNO.PA | 0% | 4.78% | $1.85 |
 GSK.L | 0% | 4.26% | $0.59 |
 RR.L | 0% | 0.71% | - |
 IBB | 0% | 0.3% | - |
 ORSTED.CO | 0% | 0.46% | - |
 WDC | 0% | 0.19% | - |
 XBI | 0% | 0.17% | - |
 ACLN.ZU | 0% | -2.6% | $-0.85 |
 SOBO | 0% | -5.68% | - |
 IRDM | 0% | -2.22% | $-0.53 |
 AEP | 0% | -3.59% | $-3.47 |
 VOD | 0% | -4.46% | $-0.94 |
 PAA | -0.01% | -8.44% | $-1.17 |
 AGNC | -0.02% | -15.88% | $-1.44 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
V | Pay Day | Jun 2, 2025 | $0.59 |
LMT | Ex-Dividend | Jun 2, 2025 | $3.30 |
PSX | Pay Day | Jun 2, 2025 | $1.20 |
COP | Pay Day | Jun 2, 2025 | $0.78 |
NOC | Ex-Dividend | Jun 2, 2025 | $2.31 |
NEE | Ex-Dividend | Jun 2, 2025 | $0.57 |
QFIN | Pay Day | Jun 2, 2025 | $0.70 |
EQT | Pay Day | Jun 2, 2025 | $0.16 |
KLAC | Pay Day | Jun 3, 2025 | $1.90 |
WDC | Ex-Dividend | Jun 4, 2025 | $0.10 |
HAS | Pay Day | Jun 4, 2025 | $0.70 |
SU | Ex-Dividend | Jun 4, 2025 | $0.41 |
LIN | Ex-Dividend | Jun 4, 2025 | $1.50 |
SLB | Ex-Dividend | Jun 4, 2025 | $0.28 |
ADI | Ex-Dividend | Jun 4, 2025 | $0.99 |
QCOM | Ex-Dividend | Jun 5, 2025 | $0.89 |
BLK | Ex-Dividend | Jun 5, 2025 | $5.21 |
DAC | Pay Day | Jun 5, 2025 | $0.85 |
PEP | Ex-Dividend | Jun 6, 2025 | $1.42 |
VOD | Ex-Dividend | Jun 6, 2025 | -$0.25 |
AMGN | Pay Day | Jun 6, 2025 | $2.38 |
HON | Pay Day | Jun 6, 2025 | $1.13 |
BKNG | Ex-Dividend | Jun 6, 2025 | $9.60 |
GOOG | Ex-Dividend | Jun 9, 2025 | $0.21 |
0386.HK | Ex-Dividend | Jun 9, 2025 | $0.02 |
CME | Ex-Dividend | Jun 9, 2025 | $1.25 |
GOOGL | Ex-Dividend | Jun 9, 2025 | $0.21 |
CVX | Pay Day | Jun 10, 2025 | $1.71 |
IBM | Pay Day | Jun 10, 2025 | $1.68 |
XOM | Pay Day | Jun 10, 2025 | $0.99 |
AGNC | Pay Day | Jun 10, 2025 | -$0.12 |
MPC | Pay Day | Jun 10, 2025 | $0.91 |
AEP | Pay Day | Jun 10, 2025 | -$0.93 |
FIS | Ex-Dividend | Jun 10, 2025 | $0.40 |
OXY | Ex-Dividend | Jun 10, 2025 | $0.24 |
EDEN.PA | Ex-Dividend | Jun 10, 2025 | $1.27 |
TRI | Pay Day | Jun 10, 2025 | $0.60 |
VCTR | Ex-Dividend | Jun 10, 2025 | $0.49 |
NVDA | Ex-Dividend | Jun 11, 2025 | $0.01 |
9988.HK | Ex-Dividend | Jun 11, 2025 | $0.25 |
MSFT | Pay Day | Jun 12, 2025 | $0.83 |
BABA | Ex-Dividend | Jun 12, 2025 | $0.95 |
AMAT | Pay Day | Jun 12, 2025 | $0.46 |
TMUS | Pay Day | Jun 12, 2025 | $0.88 |
TSM | Ex-Dividend | Jun 12, 2025 | $0.68 |
EDEN.PA | Pay Day | Jun 12, 2025 | $1.27 |
SNY | Pay Day | Jun 12, 2025 | $2.52 |
CIVI | Ex-Dividend | Jun 12, 2025 | $0.50 |
PFE | Pay Day | Jun 13, 2025 | $0.43 |
GILD | Ex-Dividend | Jun 13, 2025 | $0.79 |
WMB | Ex-Dividend | Jun 13, 2025 | $0.50 |
ADP | Ex-Dividend | Jun 13, 2025 | $1.54 |
WY | Pay Day | Jun 13, 2025 | $0.21 |
CTAS | Pay Day | Jun 13, 2025 | $0.39 |
GPN | Ex-Dividend | Jun 13, 2025 | $0.25 |
BFH | Pay Day | Jun 13, 2025 | $0.21 |
GOOG | Pay Day | Jun 16, 2025 | $0.21 |
WU | Ex-Dividend | Jun 16, 2025 | $0.24 |
HES | Ex-Dividend | Jun 16, 2025 | $0.50 |
NEE | Pay Day | Jun 16, 2025 | $0.57 |
LDOS | Ex-Dividend | Jun 16, 2025 | $0.40 |
B | Pay Day | Jun 16, 2025 | $0.10 |
GRMN | Ex-Dividend | Jun 16, 2025 | $0.90 |
GOOGL | Pay Day | Jun 16, 2025 | $0.21 |
00857.HK | Ex-Dividend | Jun 17, 2025 | $0.03 |
WDC | Pay Day | Jun 18, 2025 | $0.10 |
VLO | Pay Day | Jun 18, 2025 | $1.13 |
NOC | Pay Day | Jun 18, 2025 | $2.31 |
LRCX | Ex-Dividend | Jun 18, 2025 | $0.23 |
LIN | Pay Day | Jun 18, 2025 | $1.50 |
ADI | Pay Day | Jun 18, 2025 | $0.99 |
EQIX | Pay Day | Jun 18, 2025 | $4.69 |
JKHY | Pay Day | Jun 18, 2025 | $0.58 |
TTE.PA | Ex-Dividend | Jun 19, 2025 | $0.88 |
BLK | Pay Day | Jun 23, 2025 | $5.21 |
SHEL.L | Pay Day | Jun 23, 2025 | $0.36 |
FIS | Pay Day | Jun 24, 2025 | $0.40 |
CME | Pay Day | Jun 25, 2025 | $1.25 |
SU | Pay Day | Jun 25, 2025 | $0.41 |
VCTR | Pay Day | Jun 25, 2025 | $0.49 |
QCOM | Pay Day | Jun 26, 2025 | $0.89 |
BATS.L | Ex-Dividend | Jun 26, 2025 | $0.76 |
CIVI | Pay Day | Jun 26, 2025 | $0.50 |
LMT | Pay Day | Jun 27, 2025 | $3.30 |
GILD | Pay Day | Jun 27, 2025 | $0.79 |
GS | Pay Day | Jun 27, 2025 | $3.00 |
0386.HK | Pay Day | Jun 27, 2025 | $0.02 |
GRMN | Pay Day | Jun 27, 2025 | $0.90 |
KHC | Pay Day | Jun 27, 2025 | $0.40 |
GPN | Pay Day | Jun 27, 2025 | $0.25 |
PEP | Pay Day | Jun 30, 2025 | $1.42 |
WU | Pay Day | Jun 30, 2025 | $0.24 |
BKNG | Pay Day | Jun 30, 2025 | $9.60 |
WMB | Pay Day | Jun 30, 2025 | $0.50 |
MDLZ | Ex-Dividend | Jun 30, 2025 | $0.47 |
HES | Pay Day | Jun 30, 2025 | $0.50 |
LDOS | Pay Day | Jun 30, 2025 | $0.40 |
TRP | Ex-Dividend | Jun 30, 2025 | $0.62 |
TTE.PA | Pay Day | Jul 1, 2025 | $0.88 |
ADP | Pay Day | Jul 1, 2025 | $1.54 |
CMCSA | Ex-Dividend | Jul 2, 2025 | $0.33 |
CSCO | Ex-Dividend | Jul 3, 2025 | $0.41 |
JPM | Ex-Dividend | Jul 3, 2025 | $1.40 |
NVDA | Pay Day | Jul 3, 2025 | $0.01 |
9988.HK | Pay Day | Jul 3, 2025 | $0.25 |
IBE.MC | Ex-Dividend | Jul 4, 2025 | $0.46 |
LRCX | Pay Day | Jul 9, 2025 | $0.23 |
BABA | Pay Day | Jul 10, 2025 | $0.95 |
INTU | Ex-Dividend | Jul 10, 2025 | $1.04 |
GSK.L | Pay Day | Jul 10, 2025 | $0.21 |
SLB | Pay Day | Jul 10, 2025 | $0.28 |
TSM | Pay Day | Jul 10, 2025 | $0.68 |
MDLZ | Pay Day | Jul 14, 2025 | $0.47 |
OXY | Pay Day | Jul 15, 2025 | $0.24 |
EOG | Ex-Dividend | Jul 17, 2025 | $0.98 |
INTU | Pay Day | Jul 18, 2025 | $1.04 |
CSCO | Pay Day | Jul 23, 2025 | $0.41 |
CMCSA | Pay Day | Jul 23, 2025 | $0.33 |
00857.HK | Pay Day | Jul 24, 2025 | $0.03 |
IBE.MC | Pay Day | Jul 30, 2025 | $0.46 |
JPM | Pay Day | Jul 31, 2025 | $1.40 |
EOG | Pay Day | Jul 31, 2025 | $0.98 |
TRP | Pay Day | Jul 31, 2025 | $0.62 |
VOD | Pay Day | Aug 1, 2025 | -$0.25 |
BATS.L | Pay Day | Aug 1, 2025 | $0.76 |
ENB | Ex-Dividend | Aug 15, 2025 | $0.68 |
EQNR.OL | Ex-Dividend | Aug 18, 2025 | $0.37 |
EQNR.OL | Pay Day | Aug 29, 2025 | $0.37 |
ENB | Pay Day | Sep 1, 2025 | $0.68 |
HM-B.ST | Ex-Dividend | Nov 6, 2025 | $0.31 |
HM-B.ST | Pay Day | Nov 12, 2025 | $0.31 |
IXC | Pay Day | Dec 20, 2025 | $0.84 |
EEM | Pay Day | Dec 20, 2025 | $0.00 |
EFA | Pay Day | Dec 20, 2025 | $0.00 |
EWZ | Pay Day | Dec 20, 2025 | $1.09 |
EWW | Pay Day | Dec 20, 2025 | $0.00 |
IDEV | Pay Day | Dec 20, 2025 | $0.00 |
ACWI | Pay Day | Dec 20, 2025 | $0.00 |
INDA | Pay Day | Dec 20, 2025 | $0.00 |
ICLN | Pay Day | Dec 20, 2025 | $0.00 |
GDX | Pay Day | Dec 24, 2025 | $0.00 |
GDXJ | Pay Day | Dec 24, 2025 | $0.00 |
TAN | Pay Day | Dec 27, 2025 | $0.17 |
Performance Metrics
Score 6.5/10
Beta
1.6
1.6
0
0.8
1.2
0
2
Sharpe Ratio
0.45
0.45
0
0.5
1
1.5
1.5
Sortino Ratio
1.59
1.59
0
1
2
3
3
Jensen's Alpha
50.15
50.15
-2
0
2
51
51
Omega Ratio
1.72
1.72
0
1
1.5
2.5
2.5
Treynor Ratio
2.91
2.91
0
0.75
1.25
3
3
Information Ratio
0.39
0.39
0
0.3
0.6
1
1
Calmar Ratio
0.22
0.22
0
0.3
0.6
1
1
Beta
1.6
1.6
0
0.8
1.2
0
2
Sharpe Ratio
0.45
0.45
0
0.5
1
1.5
1.5
Sortino Ratio
1.59
1.59
0
1
2
3
3
Jensen's Alpha
50.15
50.15
-2
0
2
51
51
Omega Ratio
1.72
1.72
0
1
1.5
2.5
2.5
Treynor Ratio
2.91
2.91
0
0.75
1.25
3
3
Information Ratio
0.39
0.39
0
0.3
0.6
1
1
Calmar Ratio
0.22
0.22
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
32.33
High:
PLTR
540.44PLTRLow:
CRWD
-5,587.96CRWDDetails
PEG Ratio
120.65
High:
HON
3,188.33HONLow:
BILL
-1,204.08BILLDetails
Price/Book
9.12
High:
RBLX
184.64RBLXLow:
RR.L
-80RR.LDetails
Price/Sales
7.65
High:
PCT.US
1,158.03PCT.USLow:
PAGP
0.07PAGPDetails
Price/CF
23.54
High:
MSTR
7,511.07MSTRLow:
CIVI
1.18CIVIDetails
Price/FCF
48.13
High:
CME
34,130.22CMELow:
BFH
1.43BFHDetails
P/E Ratio
32.33
High:PLTR
540.44PLTRLow:CRWD
-5,587.96CRWDDetails
PEG Ratio
120.65
High:HON
3,188.33HONLow:BILL
-1,204.08BILLDetails
Price/Book
9.12
High:RBLX
184.64RBLXLow:RR.L
-80RR.LDetails
Price/Sales
7.65
High:PCT.US
1,158.03PCT.USLow:PAGP
0.07PAGPDetails
Price/CF
23.54
High:MSTR
7,511.07MSTRLow:CIVI
1.18CIVIDetails
Price/FCF
48.13
High:CME
34,130.22CMELow:BFH
1.43BFHDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-88.22% | Jan 2018 | Jan 2025 | 84 |
-7.55% | Feb 2025 | - | 4 |