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-0.02%
This Month
-1.35%
Year To Date
+79.53%
2 Years
+162.25%
5 Years
+162.25%
10 Years
+45.24%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🧬 Health Technology64.17%
- 🪙 Cryptocurrencies35.81%
- 💵 Cash0.01%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE64.17%
- 🌍 Digital Currency35.81%
Countries Breakdown
- Country
- Total
- 🇩🇰 Denmark64.17%
Dividends
Dividend Yield
2.17%
1 out of 2 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $NVO (3.38%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 NVO | 2.17% | 3.38% | $0.98 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 8.9/10
Beta
0.96
0.96
0
0.8
1.2
0
2
Sharpe Ratio
1.66
1.66
0
0.5
1
2
2
Sortino Ratio
4.93
4.93
0
1
2
5
5
Jensen's Alpha
15.89
15.89
-2
0
2
16
16
Omega Ratio
2.16
2.16
0
1
1.5
3
3
Treynor Ratio
2.57
2.57
0
0.75
1.25
3
3
Information Ratio
1.02
1.02
0
0.3
0.6
2
2
Calmar Ratio
5.05
5.05
0
0.3
0.6
6
6
Beta
0.96
0.96
0
0.8
1.2
0
2
Sharpe Ratio
1.66
1.66
0
0.5
1
2
2
Sortino Ratio
4.93
4.93
0
1
2
5
5
Jensen's Alpha
15.89
15.89
-2
0
2
16
16
Omega Ratio
2.16
2.16
0
1
1.5
3
3
Treynor Ratio
2.57
2.57
0
0.75
1.25
3
3
Information Ratio
1.02
1.02
0
0.3
0.6
2
2
Calmar Ratio
5.05
5.05
0
0.3
0.6
6
6
Portfolio Valuation
Based on current positions
P/E Ratio
10.5
High:NVO
10.5NVOLow:NVO
10.5NVODetails
PEG Ratio
188.43
High:NVO
188.43NVOLow:NVO
188.43NVODetails
Price/Book
5.31
High:NVO
5.31NVOLow:NVO
5.31NVODetails
Price/Sales
3.47
High:NVO
3.47NVOLow:NVO
3.47NVODetails
Price/CF
12.52
High:NVO
12.52NVOLow:NVO
12.52NVODetails
Price/FCF
207.17
High:NVO
207.17NVOLow:NVO
207.17NVODetails
P/E Ratio
10.5
High:NVO
10.5NVOLow:NVO
10.5NVODetails
PEG Ratio
188.43
High:NVO
188.43NVOLow:NVO
188.43NVODetails
Price/Book
5.31
High:NVO
5.31NVOLow:NVO
5.31NVODetails
Price/Sales
3.47
High:NVO
3.47NVOLow:NVO
3.47NVODetails
Price/CF
12.52
High:NVO
12.52NVOLow:NVO
12.52NVODetails
Price/FCF
207.17
High:NVO
207.17NVOLow:NVO
207.17NVODetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-7.5% | Aug 2023 | Nov 2023 | 3 |
-5.32% | Apr 2024 | May 2024 | 1 |
-4.55% | Aug 2025 | - | 9 |
-4.52% | Jul 2024 | Sep 2024 | 2 |
-0.27% | Apr 2023 | May 2023 | 1 |