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-1.94%
This Month
+2.11%
Year To Date
+37.8%
2 Years
+17.43%
5 Years
+31.83%
10 Years
+5.15%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services20.12%
- 🧬 Health Technology18.42%
- 💻 Electronic Technology17.55%
- 💰 Finance12.6%
- 📊 ETFs10.42%
- 🛍️ Retail Trade9.38%
- 🏥 Health Services6.84%
- 🪙 Cryptocurrencies4.67%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq47.05%
- 🇺🇸 NYSE37.86%
- 🇩🇪 Xetra ETFs10.42%
- 🌍 Digital Currency4.67%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States69.13%
- 🇩🇰 Denmark8.21%
- 🇳🇱 Netherlands7.58%
Dividends
Dividend Yield
0.67%
7 out of 11 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $NVO (3.45%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 3.1/10
Beta
0.74
0.74
0
0.8
1.2
0
2
Sharpe Ratio
0.21
0.21
0
0.5
1
1.5
1.5
Sortino Ratio
0.33
0.33
0
1
2
3
3
Jensen's Alpha
-5.99
-5.99
-6
0
2
4.5
4.5
Omega Ratio
0.57
0.57
0
1
1.5
2.5
2.5
Treynor Ratio
0.4
0.4
0
0.75
1.25
2
2
Information Ratio
-0.79
-0.79
-1
0.3
0.6
1
1
Calmar Ratio
0.14
0.14
0
0.3
0.6
1
1
Beta
0.74
0.74
0
0.8
1.2
0
2
Sharpe Ratio
0.21
0.21
0
0.5
1
1.5
1.5
Sortino Ratio
0.33
0.33
0
1
2
3
3
Jensen's Alpha
-5.99
-5.99
-6
0
2
4.5
4.5
Omega Ratio
0.57
0.57
0
1
1.5
2.5
2.5
Treynor Ratio
0.4
0.4
0
0.75
1.25
2
2
Information Ratio
-0.79
-0.79
-1
0.3
0.6
1
1
Calmar Ratio
0.14
0.14
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
28.35
High:
ASML
50.04ASMLLow:
NVO
11.09NVODetails
PEG Ratio
92.21
High:NVO
199.02NVOLow:
CI
15.98CIDetails
Price/Book
6.62
High:
LLY
35.73LLYLow:
BRK.B
1.47BRK.BDetails
Price/Sales
6.63
High:
NVDA
20.71NVDALow:CI
0.28CIDetails
Price/CF
25.11
High:LLY
60.39LLYLow:CI
7.62CIDetails
Price/FCF
65.65
High:
AMZN
325.85AMZNLow:CI
10.79CIDetails
P/E Ratio
28.35
High:ASML
50.04ASMLLow:NVO
11.09NVODetails
PEG Ratio
92.21
High:NVO
199.02NVOLow:CI
15.98CIDetails
Price/Book
6.62
High:LLY
35.73LLYLow:BRK.B
1.47BRK.BDetails
Price/Sales
6.63
High:NVDA
20.71NVDALow:CI
0.28CIDetails
Price/CF
25.11
High:LLY
60.39LLYLow:CI
7.62CIDetails
Price/FCF
65.65
High:AMZN
325.85AMZNLow:CI
10.79CIDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-37.24% | Sep 2020 | Nov 2025 | 62 |
-1.94% | Mar 2026 | - | 1 |