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+5.3%
This Month
+5.3%
Year To Date
+66.47%
2 Years
+62.26%
5 Years
+73.86%
10 Years
+11.11%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash21.33%
- 💻 Electronic Technology17.15%
- 🖥️ Technology Services16.96%
- 📊 ETFs16.4%
- 🧬 Health Technology10.46%
- 💰 Finance9.51%
- 🪙 Cryptocurrencies6.12%
- 🛍️ Retail Trade3.78%
- ⚡ Utilities1.88%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE31.38%
- 🇺🇸 Nasdaq30.06%
- 🇭🇰 Hong Kong Exchanges6.38%
- 🌍 Digital Currency6.12%
- 🇫🇷 Euronext Paris4.31%
- 🇬🇧 LSE4.02%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States41.26%
- 🇨🇳 China10.16%
- 🇫🇷 France4.31%
- 🇬🇧 United Kingdom4.02%
Dividends
Dividend Yield
1.08%
11 out of 19 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $PFE (6.71%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 3.8/10
Beta
0.8
0.8
0
0.8
1.2
0
2
Sharpe Ratio
0.53
0.53
0
0.5
1
1.5
1.5
Sortino Ratio
0.8
0.8
0
1
2
3
3
Jensen's Alpha
-2.64
-2.64
-3
0
2
4.5
4.5
Omega Ratio
0.65
0.65
0
1
1.5
2.5
2.5
Treynor Ratio
0.8
0.8
0
0.75
1.25
2
2
Information Ratio
-0.62
-0.62
-1
0.3
0.6
1
1
Calmar Ratio
0.31
0.31
0
0.3
0.6
1
1
Beta
0.8
0.8
0
0.8
1.2
0
2
Sharpe Ratio
0.53
0.53
0
0.5
1
1.5
1.5
Sortino Ratio
0.8
0.8
0
1
2
3
3
Jensen's Alpha
-2.64
-2.64
-3
0
2
4.5
4.5
Omega Ratio
0.65
0.65
0
1
1.5
2.5
2.5
Treynor Ratio
0.8
0.8
0
0.75
1.25
2
2
Information Ratio
-0.62
-0.62
-1
0.3
0.6
1
1
Calmar Ratio
0.31
0.31
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
28.14
High:
WY
59.06WYLow:
VLA.PA
-7.05VLA.PADetails
PEG Ratio
160.28
High:
1398.HK
1,472.681398.HKLow:
BMBL
-3.01BMBLDetails
Price/Book
6.54
High:
GOOG
10.06GOOGLow:
WLN.PA
0.11WLN.PADetails
Price/Sales
7.56
High:GOOG
10.2GOOGLow:WLN.PA
0.1WLN.PADetails
Price/CF
16.62
High:
BABA
23.87BABALow:
ACA.PA
0.94ACA.PADetails
Price/FCF
40.24
High:WY
336.34WYLow:ACA.PA
0.96ACA.PADetails
P/E Ratio
28.14
High:WY
59.06WYLow:VLA.PA
-7.05VLA.PADetails
PEG Ratio
160.28
High:1398.HK
1,472.681398.HKLow:BMBL
-3.01BMBLDetails
Price/Book
6.54
High:GOOG
10.06GOOGLow:WLN.PA
0.11WLN.PADetails
Price/Sales
7.56
High:GOOG
10.2GOOGLow:WLN.PA
0.1WLN.PADetails
Price/CF
16.62
High:BABA
23.87BABALow:ACA.PA
0.94ACA.PADetails
Price/FCF
40.24
High:WY
336.34WYLow:ACA.PA
0.96ACA.PADetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-32.86% | Sep 2021 | May 2025 | 44 |
-1.92% | Jul 2021 | Aug 2021 | 1 |
-1.65% | Nov 2025 | Jan 2026 | 2 |
-0.7% | Feb 2021 | Mar 2021 | 1 |