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-0.42%
This Month
+7.01%
Year To Date
+24.27%
2 Years
+50.07%
5 Years
+168.05%
10 Years
+17.86%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🧩 Miscellaneous29.81%
- 📊 ETFs23.84%
- 💵 Cash18.36%
- ❓ Other9.05%
- 💰 Finance6.34%
- 🧬 Health Technology6.25%
- 💻 Electronic Technology5.99%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE30.18%
- 🇬🇧 LSE29.81%
- 🇫🇷 Euronext Paris12.24%
- Regular Trading Hours - RTH9.05%
Countries Breakdown
- Country
- Total
- 🇫🇷 France12.24%
- 🇺🇸 United States6.34%
Dividends
Performance Metrics
Score 6.2/10
Beta
0.95
0.95
0
0.8
1.2
0
2
Sharpe Ratio
0.68
0.68
0
0.5
1
1.5
1.5
Sortino Ratio
1.37
1.37
0
1
2
3
3
Jensen's Alpha
1.95
1.95
-2
0
2
4.5
4.5
Omega Ratio
1.08
1.08
0
1
1.5
2.5
2.5
Treynor Ratio
1.28
1.28
0
0.75
1.25
2
2
Information Ratio
0.09
0.09
0
0.3
0.6
1
1
Calmar Ratio
0.54
0.54
0
0.3
0.6
1
1
Beta
0.95
0.95
0
0.8
1.2
0
2
Sharpe Ratio
0.68
0.68
0
0.5
1
1.5
1.5
Sortino Ratio
1.37
1.37
0
1
2
3
3
Jensen's Alpha
1.95
1.95
-2
0
2
4.5
4.5
Omega Ratio
1.08
1.08
0
1
1.5
2.5
2.5
Treynor Ratio
1.28
1.28
0
0.75
1.25
2
2
Information Ratio
0.09
0.09
0
0.3
0.6
1
1
Calmar Ratio
0.54
0.54
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
51.6
High:
EL.PA
33.98EL.PALow:
EQH
-16.51EQHDetails
PEG Ratio
2.59
High:
VU.PA
2.59VU.PALow:VU.PA
2.59VU.PADetails
Price/Book
2.4
High:VU.PA
5.07VU.PALow:EQH
-16.64EQHDetails
Price/Sales
2.33
High:EL.PA
2.82EL.PALow:EQH
1.1EQHDetails
Price/CF
22.48
High:EL.PA
23.91EL.PALow:VU.PA
16.57VU.PADetails
Price/FCF
37.43
High:VU.PA
60.57VU.PALow:EL.PA
36.01EL.PADetails
P/E Ratio
51.6
High:EL.PA
33.98EL.PALow:EQH
-16.51EQHDetails
PEG Ratio
2.59
High:VU.PA
2.59VU.PALow:VU.PA
2.59VU.PADetails
Price/Book
2.4
High:VU.PA
5.07VU.PALow:EQH
-16.64EQHDetails
Price/Sales
2.33
High:EL.PA
2.82EL.PALow:EQH
1.1EQHDetails
Price/CF
22.48
High:EL.PA
23.91EL.PALow:VU.PA
16.57VU.PADetails
Price/FCF
37.43
High:VU.PA
60.57VU.PALow:EL.PA
36.01EL.PADetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-30.34% | Nov 2021 | Jul 2024 | 32 |
-14.34% | Sep 2020 | Nov 2020 | 2 |
-12.25% | Feb 2026 | May 2026 | 3 |
-6.49% | Feb 2021 | Jun 2021 | 4 |
-4.32% | Jun 2026 | Aug 2026 | 2 |
-3.04% | Oct 2024 | Nov 2024 | 1 |
-2.75% | Sep 2021 | Oct 2021 | 1 |
-2.13% | Dec 2024 | Jan 2025 | 1 |
-1.29% | Mar 2025 | Apr 2025 | 1 |
-0.42% | Sep 2026 | - | 1 |
-0.04% | Aug 2025 | Oct 2025 | 2 |