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+8.61%
This Month
+2.91%
Year To Date
+70.42%
2 Years
+79.63%
5 Years
+126.72%
10 Years
+11.4%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🧬 Health Technology38.08%
- 🛍️ Retail Trade15.23%
- 💻 Electronic Technology14.52%
- 💵 Cash9.71%
- 🍞 Consumer Non Durables8.76%
- 🚚 Transportation8.28%
- 💰 Finance6.32%
- ❓ Other0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq52.18%
- 🇺🇸 NYSE39%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States36.95%
- 🇨🇳 China16.26%
- 🇧🇷 Brazil8.76%
- 🇹🇼 Taiwan7.94%
- 🇮🇳 India7.45%
- 🇮🇪 Ireland7.24%
- 🇯🇵 Japan6.58%
Dividends
Dividend Yield
0.87%
6 out of 14 instruments pay dividend.
2 dividend payments in the next 30 days.
Highest Dividend: $ABEV (3.24%)
Performance Metrics
Score 5.7/10
Beta
0.51
0.51
0
0.8
1.2
0
2
Sharpe Ratio
0.5
0.5
0
0.5
1
1.5
1.5
Sortino Ratio
0.71
0.71
0
1
2
3
3
Jensen's Alpha
3.12
3.12
-2
0
2
4.5
4.5
Omega Ratio
0.91
0.91
0
1
1.5
2.5
2.5
Treynor Ratio
1.37
1.37
0
0.75
1.25
2
2
Information Ratio
-0.12
-0.12
-1
0.3
0.6
1
1
Calmar Ratio
0.42
0.42
0
0.3
0.6
1
1
Beta
0.51
0.51
0
0.8
1.2
0
2
Sharpe Ratio
0.5
0.5
0
0.5
1
1.5
1.5
Sortino Ratio
0.71
0.71
0
1
2
3
3
Jensen's Alpha
3.12
3.12
-2
0
2
4.5
4.5
Omega Ratio
0.91
0.91
0
1
1.5
2.5
2.5
Treynor Ratio
1.37
1.37
0
0.75
1.25
2
2
Information Ratio
-0.12
-0.12
-1
0.3
0.6
1
1
Calmar Ratio
0.42
0.42
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
30.89
High:
TSM
34.35TSMLow:
SONY
-108.83SONYDetails
PEG Ratio
251.45
High:
RDY
1,412.84RDYLow:
FDMT
-19.49FDMTDetails
Price/Book
6.96
High:TSM
11.01TSMLow:
EHTH
0.1EHTHDetails
Price/Sales
4.97
High:
ABEO
51.83ABEOLow:EHTH
0.11EHTHDetails
Price/CF
18.35
High:EHTH
53.38EHTHLow:
BDTX
4.68BDTXDetails
Price/FCF
51.69
High:RDY
297.84RDYLow:BDTX
4.68BDTXDetails
P/E Ratio
30.89
High:TSM
34.35TSMLow:SONY
-108.83SONYDetails
PEG Ratio
251.45
High:RDY
1,412.84RDYLow:FDMT
-19.49FDMTDetails
Price/Book
6.96
High:TSM
11.01TSMLow:EHTH
0.1EHTHDetails
Price/Sales
4.97
High:ABEO
51.83ABEOLow:EHTH
0.11EHTHDetails
Price/CF
18.35
High:EHTH
53.38EHTHLow:BDTX
4.68BDTXDetails
Price/FCF
51.69
High:RDY
297.84RDYLow:BDTX
4.68BDTXDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-23.71% | Feb 2020 | Nov 2020 | 9 |
-18.74% | Sep 2021 | Jul 2023 | 22 |
-16.33% | Dec 2024 | Aug 2025 | 8 |
-13.66% | Sep 2019 | Jan 2020 | 4 |
-7.97% | Oct 2018 | Apr 2019 | 6 |
-5.24% | Jan 2026 | Apr 2026 | 3 |
-4.74% | Feb 2021 | Jun 2021 | 4 |
-3.77% | Mar 2024 | May 2024 | 2 |
-2.46% | Jun 2019 | Aug 2019 | 2 |
-2.24% | Jun 2024 | Jul 2024 | 1 |
-1.5% | Aug 2023 | Nov 2023 | 3 |
-1.09% | Jan 2024 | Feb 2024 | 1 |
-0.42% | Nov 2025 | Dec 2025 | 1 |
-0.14% | Aug 2018 | Sep 2018 | 1 |