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+6.46%
This Month
-0.48%
Year To Date
+65.62%
2 Years
+123.59%
5 Years
+125.27%
10 Years
+19.39%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services26.15%
- 📡 Communications24.75%
- 💵 Cash14.07%
- 🚗 Consumer Durables10.39%
- 💰 Finance8.54%
- 🪙 Cryptocurrencies8.33%
- 💼 Commercial Services8.04%
- ⚡ Utilities2.07%
- 📊 ETFs2.07%
- ⛏️ Energy Minerals0.52%
- 🧪 Process Industries0.47%
- 🪨 Non Energy Minerals0.41%
- ❓ Other0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq62.11%
- 🇺🇸 NYSE13.25%
- 🌍 Digital Currency8.33%
- 🇫🇷 Euronext Paris8.04%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States61.29%
- 🇫🇷 France8.04%
- 🇨🇦 Canada7.21%
- 🇦🇷 Argentina4.8%
Dividends
Dividend Yield
0.8%
7 out of 16 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $IRS (9.03%)
Performance Metrics
Score 6.5/10
Beta
0.93
0.93
0
0.8
1.2
0
2
Sharpe Ratio
0.69
0.69
0
0.5
1
1.5
1.5
Sortino Ratio
1.11
1.11
0
1
2
3
3
Jensen's Alpha
4.62
4.62
-2
0
2
5
5
Omega Ratio
1.26
1.26
0
1
1.5
2.5
2.5
Treynor Ratio
1.18
1.18
0
0.75
1.25
2
2
Information Ratio
0.29
0.29
0
0.3
0.6
1
1
Calmar Ratio
0.78
0.78
0
0.3
0.6
1
1
Beta
0.93
0.93
0
0.8
1.2
0
2
Sharpe Ratio
0.69
0.69
0
0.5
1
1.5
1.5
Sortino Ratio
1.11
1.11
0
1
2
3
3
Jensen's Alpha
4.62
4.62
-2
0
2
5
5
Omega Ratio
1.26
1.26
0
1
1.5
2.5
2.5
Treynor Ratio
1.18
1.18
0
0.75
1.25
2
2
Information Ratio
0.29
0.29
0
0.3
0.6
1
1
Calmar Ratio
0.78
0.78
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
35.52
High:
TSLA
364.78TSLALow:
ASTS
-61.11ASTSDetails
PEG Ratio
-34.25
High:
EDEN.PA
163.46EDEN.PALow:ASTS
-188.57ASTSDetails
Price/Book
8.82
High:TSLA
17.92TSLALow:EDEN.PA
-5.19EDEN.PADetails
Price/Sales
9.45
High:ASTS
324.55ASTSLow:
GGAL
0.76GGALDetails
Price/CF
21.27
High:TSLA
107.92TSLALow:
YPF
3.05YPFDetails
Price/FCF
60.51
High:TSLA
255.88TSLALow:GGAL
2.08GGALDetails
P/E Ratio
35.52
High:TSLA
364.78TSLALow:ASTS
-61.11ASTSDetails
PEG Ratio
-34.25
High:EDEN.PA
163.46EDEN.PALow:ASTS
-188.57ASTSDetails
Price/Book
8.82
High:TSLA
17.92TSLALow:EDEN.PA
-5.19EDEN.PADetails
Price/Sales
9.45
High:ASTS
324.55ASTSLow:GGAL
0.76GGALDetails
Price/CF
21.27
High:TSLA
107.92TSLALow:YPF
3.05YPFDetails
Price/FCF
60.51
High:TSLA
255.88TSLALow:GGAL
2.08GGALDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-19.98% | Dec 2021 | May 2023 | 17 |
-14.96% | Feb 2026 | - | 3 |
-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 |