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-6.8%
This Month
+3.31%
Year To Date
+98.76%
2 Years
+177.45%
5 Years
+177.45%
10 Years
+31.28%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology32.38%
- 🖥️ Technology Services27.44%
- 🚗 Consumer Durables15.46%
- 🛍️ Retail Trade7.24%
- 💵 Cash6.44%
- 💰 Finance5.93%
- 🪙 Cryptocurrencies2.44%
- 🍞 Consumer Non Durables1.89%
- 💇♀️ Consumer Services1.58%
- ⛏️ Energy Minerals1.29%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq63.63%
- 🇬🇧 LSE22.01%
- 🇺🇸 NYSE6.42%
- 🌍 Digital Currency2.44%
- 🇨🇭 SIX1.15%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States66.2%
- 🇬🇧 United Kingdom20.72%
- 🇮🇳 India5.14%
- 🇨🇭 Switzerland1.15%
Dividends
Dividend Yield
0.5%
11 out of 16 instruments pay dividend.
3 dividend payments in the next 30 days.
Highest Dividend: $NESN.ZU (4.03%)
Performance Metrics
Score 6.8/10
Beta
1.43
1.43
0
0.8
1.2
0
2
Sharpe Ratio
0.77
0.77
0
0.5
1
1.5
1.5
Sortino Ratio
1.36
1.36
0
1
2
3
3
Jensen's Alpha
11.23
11.23
-2
0
2
12
12
Omega Ratio
1.58
1.58
0
1
1.5
2.5
2.5
Treynor Ratio
1.59
1.59
0
0.75
1.25
2
2
Information Ratio
0.56
0.56
0
0.3
0.6
1
1
Calmar Ratio
0.6
0.6
0
0.3
0.6
1
1
Beta
1.43
1.43
0
0.8
1.2
0
2
Sharpe Ratio
0.77
0.77
0
0.5
1
1.5
1.5
Sortino Ratio
1.36
1.36
0
1
2
3
3
Jensen's Alpha
11.23
11.23
-2
0
2
12
12
Omega Ratio
1.58
1.58
0
1
1.5
2.5
2.5
Treynor Ratio
1.59
1.59
0
0.75
1.25
2
2
Information Ratio
0.56
0.56
0
0.3
0.6
1
1
Calmar Ratio
0.6
0.6
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
33.09
High:
TSLA
382.29TSLALow:
RKLB
-363.15RKLBDetails
PEG Ratio
83.44
High:
HDB
720.61HDBLow:RKLB
-1,817.07RKLBDetails
Price/Book
10.45
High:
PL
77.47PLLow:
COKE
-17.61COKEDetails
Price/Sales
8.07
High:RKLB
106.86RKLBLow:
RIGD.L
1.54RIGD.LDetails
Price/CF
20.02
High:TSLA
79.58TSLALow:
META
11.83METADetails
Price/FCF
53.32
High:
SBUX
1,256.06SBUXLow:COKE
25.6COKEDetails
P/E Ratio
33.09
High:TSLA
382.29TSLALow:RKLB
-363.15RKLBDetails
PEG Ratio
83.44
High:HDB
720.61HDBLow:RKLB
-1,817.07RKLBDetails
Price/Book
10.45
High:PL
77.47PLLow:COKE
-17.61COKEDetails
Price/Sales
8.07
High:RKLB
106.86RKLBLow:RIGD.L
1.54RIGD.LDetails
Price/CF
20.02
High:TSLA
79.58TSLALow:META
11.83METADetails
Price/FCF
53.32
High:SBUX
1,256.06SBUXLow:COKE
25.6COKEDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-47.5% | Aug 2022 | Jul 2023 | 11 |
-15.65% | Aug 2023 | Dec 2023 | 4 |
-12.85% | Feb 2025 | May 2025 | 3 |
-12.35% | Feb 2026 | May 2026 | 3 |
-9.84% | Jun 2022 | Jul 2022 | 1 |
-7.95% | Nov 2025 | Dec 2025 | 1 |
-6.8% | Jun 2026 | - | 1 |
-4.86% | Jan 2024 | Feb 2024 | 1 |
-1.49% | Oct 2024 | Nov 2024 | 1 |
-0.99% | Mar 2024 | May 2024 | 2 |