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+7.91%
This Month
+7.91%
Year To Date
+86.22%
2 Years
+144.28%
5 Years
+144.28%
10 Years
+22.89%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📡 Communications30.45%
- 🖥️ Technology Services22.08%
- 💵 Cash13.57%
- 💰 Finance10.55%
- 🚗 Consumer Durables10.19%
- 🪙 Cryptocurrencies5.73%
- 📊 ETFs4.6%
- 💼 Commercial Services2.62%
- 🍞 Consumer Non Durables2.24%
- ⚡ Utilities1.91%
- 🧩 Miscellaneous1.23%
- 🧪 Process Industries0.46%
- ⛏️ Energy Minerals0.42%
- 🪨 Non Energy Minerals0.39%
- ❓ Other0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq63.54%
- 🇺🇸 NYSE17.5%
- 🌍 Digital Currency5.73%
- 🇫🇷 Euronext Paris4.86%
- 🇬🇧 LSE1.23%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States65.44%
- 🇨🇦 Canada6.56%
- 🇫🇷 France4.86%
- 🇦🇷 Argentina4.45%
- 🇬🇧 United Kingdom1.23%
Dividends
Dividend Yield
0.47%
9 out of 20 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $IRS (8.56%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 7/10
Beta
0.91
0.91
0
0.8
1.2
0
2
Sharpe Ratio
0.84
0.84
0
0.5
1
1.5
1.5
Sortino Ratio
1.41
1.41
0
1
2
3
3
Jensen's Alpha
5.31
5.31
-2
0
2
6
6
Omega Ratio
1.32
1.32
0
1
1.5
2.5
2.5
Treynor Ratio
1.38
1.38
0
0.75
1.25
2
2
Information Ratio
0.35
0.35
0
0.3
0.6
1
1
Calmar Ratio
0.9
0.9
0
0.3
0.6
1
1
Beta
0.91
0.91
0
0.8
1.2
0
2
Sharpe Ratio
0.84
0.84
0
0.5
1
1.5
1.5
Sortino Ratio
1.41
1.41
0
1
2
3
3
Jensen's Alpha
5.31
5.31
-2
0
2
6
6
Omega Ratio
1.32
1.32
0
1
1.5
2.5
2.5
Treynor Ratio
1.38
1.38
0
0.75
1.25
2
2
Information Ratio
0.35
0.35
0
0.3
0.6
1
1
Calmar Ratio
0.9
0.9
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
36.21
High:
TSLA
280.13TSLALow:
ASTS
-90.3ASTSDetails
PEG Ratio
92.27
High:
BN.US
805.25BN.USLow:ASTS
-216.57ASTSDetails
Price/Book
7.66
High:ASTS
24.65ASTSLow:
EDEN.PA
-3.53EDEN.PADetails
Price/Sales
8.75
High:ASTS
1,655.45ASTSLow:
YPF
0.71YPFDetails
Price/CF
25.49
High:TSLA
99.57TSLALow:
GGAL
1.74GGALDetails
Price/FCF
66.38
High:TSLA
229.45TSLALow:GGAL
2.08GGALDetails
P/E Ratio
36.21
High:TSLA
280.13TSLALow:ASTS
-90.3ASTSDetails
PEG Ratio
92.27
High:BN.US
805.25BN.USLow:ASTS
-216.57ASTSDetails
Price/Book
7.66
High:ASTS
24.65ASTSLow:EDEN.PA
-3.53EDEN.PADetails
Price/Sales
8.75
High:ASTS
1,655.45ASTSLow:YPF
0.71YPFDetails
Price/CF
25.49
High:TSLA
99.57TSLALow:GGAL
1.74GGALDetails
Price/FCF
66.38
High:TSLA
229.45TSLALow:GGAL
2.08GGALDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-19.98% | Dec 2021 | May 2023 | 17 |
-12.35% | Feb 2025 | Jun 2025 | 4 |
-7.45% | Nov 2025 | Jan 2026 | 2 |
-5.97% | May 2021 | Jul 2021 | 2 |
-5.81% | Sep 2021 | Oct 2021 | 1 |
-5.5% | Aug 2023 | Nov 2023 | 3 |
-4.4% | Apr 2024 | May 2024 | 1 |
-1.38% | Aug 2025 | Sep 2025 | 1 |
-1.2% | Oct 2024 | Nov 2024 | 1 |