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-0.52%
This Month
+14.08%
Year To Date
+22.57%
2 Years
+32.86%
5 Years
+32.86%
10 Years
+7.36%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash39.57%
- 🚗 Consumer Durables18.66%
- 🖥️ Technology Services11.06%
- 📊 ETFs5.79%
- 💻 Electronic Technology4.19%
- 💇♀️ Consumer Services2.99%
- 💰 Finance2.68%
- 🚚 Transportation2.45%
- 🛍️ Retail Trade1.5%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE23.47%
- 🇮🇹 Borsa Italiana18.66%
- 🇺🇸 Nasdaq7.18%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States22.42%
- 🇳🇱 Netherlands18.66%
- 🇬🇷 Greece2.45%
Dividends
Dividend Yield
2.47%
5 out of 13 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $SDIV (10.34%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 4.4/10
Beta
0.68
0.68
0
0.8
1.2
0
2
Sharpe Ratio
0.31
0.31
0
0.5
1
1.5
1.5
Sortino Ratio
0.5
0.5
0
1
2
3
3
Jensen's Alpha
-0.01
-0.01
-2
0
2
4.5
4.5
Omega Ratio
0.88
0.88
0
1
1.5
2.5
2.5
Treynor Ratio
0.58
0.58
0
0.75
1.25
2
2
Information Ratio
-0.19
-0.19
-1
0.3
0.6
1
1
Calmar Ratio
0.65
0.65
0
0.3
0.6
1
1
Beta
0.68
0.68
0
0.8
1.2
0
2
Sharpe Ratio
0.31
0.31
0
0.5
1
1.5
1.5
Sortino Ratio
0.5
0.5
0
1
2
3
3
Jensen's Alpha
-0.01
-0.01
-2
0
2
4.5
4.5
Omega Ratio
0.88
0.88
0
1
1.5
2.5
2.5
Treynor Ratio
0.58
0.58
0
0.75
1.25
2
2
Information Ratio
-0.19
-0.19
-1
0.3
0.6
1
1
Calmar Ratio
0.65
0.65
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
-7.54
High:
LXP
33.07LXPLow:
SNAP
-22.43SNAPDetails
PEG Ratio
-17.25
High:
DSX
60.74DSXLow:
FCEL
-243.36FCELDetails
Price/Book
0.51
High:SNAP
5.94SNAPLow:
SUNWQ
-SUNWQDetails
Price/Sales
0.29
High:LXP
7.37LXPLow:SUNWQ
-SUNWQDetails
Price/CF
10.25
High:SNAP
24.81SNAPLow:DSX
5.72DSXDetails
Price/FCF
14.2
High:LXP
68.63LXPLow:
STLAM.MI
8.12STLAM.MIDetails
P/E Ratio
-7.54
High:LXP
33.07LXPLow:SNAP
-22.43SNAPDetails
PEG Ratio
-17.25
High:DSX
60.74DSXLow:FCEL
-243.36FCELDetails
Price/Book
0.51
High:SNAP
5.94SNAPLow:SUNWQ
-SUNWQDetails
Price/Sales
0.29
High:LXP
7.37LXPLow:SUNWQ
-SUNWQDetails
Price/CF
10.25
High:SNAP
24.81SNAPLow:DSX
5.72DSXDetails
Price/FCF
14.2
High:LXP
68.63LXPLow:STLAM.MI
8.12STLAM.MIDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-11.62% | Apr 2022 | Jul 2023 | 15 |
-7.6% | Aug 2023 | Dec 2023 | 4 |
-6.17% | Apr 2024 | Sep 2024 | 5 |
-4.76% | Mar 2025 | May 2025 | 2 |
-3.42% | Jan 2024 | Feb 2024 | 1 |
-3.38% | Nov 2021 | Dec 2021 | 1 |
-1.37% | Feb 2022 | Mar 2022 | 1 |
-0.75% | Dec 2024 | Jan 2025 | 1 |
-0.52% | Sep 2025 | - | 1 |
-0.17% | Oct 2024 | Nov 2024 | 1 |