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-2.8%
This Month
-7.28%
Year To Date
-9.79%
2 Years
-9.79%
5 Years
-9.79%
10 Years
-9.79%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🧬 Health Technology22.13%
- 🛍️ Retail Trade19.19%
- 🍞 Consumer Non Durables13.6%
- 🚚 Transportation12.46%
- 📊 ETFs11.28%
- 📡 Communications5.53%
- 💼 Commercial Services4.01%
- 🖥️ Technology Services3.89%
- 🪨 Non Energy Minerals3.07%
- 🏥 Health Services2.52%
- 💵 Cash2.09%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE49.64%
- 🇺🇸 Nasdaq36.76%
- 🇩🇪 Xetra ETFs11.28%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States41.85%
- 🇸🇬 Singapore11.94%
- 🇨🇳 China11.66%
- 🇨🇭 Switzerland9.69%
- 🇩🇰 Denmark9.11%
- 🇮🇹 Italy2.15%
Dividends
Dividend Yield
1.22%
8 out of 16 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $UPS (5.95%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 1.3/10
Beta
2.21
2.21
0
0.8
1.2
0
3
Sharpe Ratio
-0.71
-0.71
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.93
-0.93
-1
1
2
3
3
Jensen's Alpha
-27.53
-27.53
-28
0
2
4.5
4.5
Omega Ratio
0.5
0.5
0
1
1.5
2.5
2.5
Treynor Ratio
-0.7
-0.7
-1
0.75
1.25
2
2
Information Ratio
-1.01
-1.01
-2
0.3
0.6
1
1
Calmar Ratio
-1.38
-1.38
-2
0.3
0.6
1
1
Beta
2.21
2.21
0
0.8
1.2
0
3
Sharpe Ratio
-0.71
-0.71
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.93
-0.93
-1
1
2
3
3
Jensen's Alpha
-27.53
-27.53
-28
0
2
4.5
4.5
Omega Ratio
0.5
0.5
0
1
1.5
2.5
2.5
Treynor Ratio
-0.7
-0.7
-1
0.75
1.25
2
2
Information Ratio
-1.01
-1.01
-2
0.3
0.6
1
1
Calmar Ratio
-1.38
-1.38
-2
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
21.79
High:
GRAB
62.79GRABLow:
MP
-118.92MPDetails
PEG Ratio
30.42
High:
NVO
199.02NVOLow:
ASTS
-244.18ASTSDetails
Price/Book
5.29
High:ASTS
16.26ASTSLow:
JD.US
1.18JD.USDetails
Price/Sales
3.89
High:ASTS
420.27ASTSLow:JD.US
0.21JD.USDetails
Price/CF
19.91
High:MP
190.93MPLow:
PYPL
8.54PYPLDetails
Price/FCF
78.93
High:
PEP
5,797.72PEPLow:JD.US
9.2JD.USDetails
P/E Ratio
21.79
High:GRAB
62.79GRABLow:MP
-118.92MPDetails
PEG Ratio
30.42
High:NVO
199.02NVOLow:ASTS
-244.18ASTSDetails
Price/Book
5.29
High:ASTS
16.26ASTSLow:JD.US
1.18JD.USDetails
Price/Sales
3.89
High:ASTS
420.27ASTSLow:JD.US
0.21JD.USDetails
Price/CF
19.91
High:MP
190.93MPLow:PYPL
8.54PYPLDetails
Price/FCF
78.93
High:PEP
5,797.72PEPLow:JD.US
9.2JD.USDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-14.4% | Feb 2026 | - | 2 |
-2.09% | Nov 2025 | Dec 2025 | 1 |