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-21.62%
This Month
-22.79%
Year To Date
-10.81%
2 Years
+22.69%
5 Years
+60.83%
10 Years
+9.02%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs17.54%
- 📈 Indexes3.17%
- 🖥️ Technology Services2.87%
- 💰 Finance1.86%
- 🪙 Cryptocurrencies0.96%
- 💵 Cash0.82%
- 💻 Electronic Technology0.26%
- 🏥 Health Services0.13%
- 🛠️ Producer Manufacturing0.12%
- 🚚 Transportation0.07%
- 🍞 Consumer Non Durables0.06%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq11.98%
- 🇺🇸 NYSE5.97%
- 🇺🇸 Chicago Board Options Exchange4.51%
- 🌍 CFD3.17%
- 🌍 Digital Currency0.96%
- 🇬🇧 LSE0.32%
- 🇭🇰 Hong Kong Exchanges0.12%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States4.58%
- 🇬🇧 United Kingdom0.42%
- 🇫🇮 Finland0.16%
- 🇨🇳 China0.12%
- 🇮🇱 Israel0.08%
Dividends
Dividend Yield
0.05%
10 out of 31 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $TROW (5.59%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 5.8/10
Beta
0.76
0.76
0
0.8
1.2
0
2
Sharpe Ratio
0.45
0.45
0
0.5
1
1.5
1.5
Sortino Ratio
0.8
0.8
0
1
2
3
3
Jensen's Alpha
4.81
4.81
-2
0
2
5
5
Omega Ratio
1.04
1.04
0
1
1.5
2.5
2.5
Treynor Ratio
1.59
1.59
0
0.75
1.25
2
2
Information Ratio
0.05
0.05
0
0.3
0.6
1
1
Calmar Ratio
0.31
0.31
0
0.3
0.6
1
1
Beta
0.76
0.76
0
0.8
1.2
0
2
Sharpe Ratio
0.45
0.45
0
0.5
1
1.5
1.5
Sortino Ratio
0.8
0.8
0
1
2
3
3
Jensen's Alpha
4.81
4.81
-2
0
2
5
5
Omega Ratio
1.04
1.04
0
1
1.5
2.5
2.5
Treynor Ratio
1.59
1.59
0
0.75
1.25
2
2
Information Ratio
0.05
0.05
0
0.3
0.6
1
1
Calmar Ratio
0.31
0.31
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
25.3
High:
ARM
165.37ARMLow:
MSTR
-7.96MSTRDetails
PEG Ratio
401.1
High:
JPM
1,118.42JPMLow:
MTRO.L
0.74MTRO.LDetails
Price/Book
6.69
High:
MA
60.42MALow:MTRO.L
0.62MTRO.LDetails
Price/Sales
7.3
High:MSTR
90.21MSTRLow:
EZJ.L
0.33EZJ.LDetails
Price/CF
19.81
High:MSTR
7,511.07MSTRLow:MTRO.L
0.48MTRO.LDetails
Price/FCF
41.54
High:
BULL
1,936.14BULLLow:MTRO.L
0.49MTRO.LDetails
P/E Ratio
25.3
High:ARM
165.37ARMLow:MSTR
-7.96MSTRDetails
PEG Ratio
401.1
High:JPM
1,118.42JPMLow:MTRO.L
0.74MTRO.LDetails
Price/Book
6.69
High:MA
60.42MALow:MTRO.L
0.62MTRO.LDetails
Price/Sales
7.3
High:MSTR
90.21MSTRLow:EZJ.L
0.33EZJ.LDetails
Price/CF
19.81
High:MSTR
7,511.07MSTRLow:MTRO.L
0.48MTRO.LDetails
Price/FCF
41.54
High:BULL
1,936.14BULLLow:MTRO.L
0.49MTRO.LDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-42.38% | Apr 2021 | Nov 2023 | 31 |
-34.17% | Aug 2024 | Dec 2025 | 16 |
-23.29% | Feb 2026 | - | 2 |
-18.25% | Jul 2020 | Nov 2020 | 4 |
-8.14% | May 2024 | Jul 2024 | 2 |
-5.35% | Jan 2021 | Feb 2021 | 1 |
-1.12% | Mar 2024 | Apr 2024 | 1 |