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-1.59%
This Month
-2.85%
Year To Date
+37.78%
2 Years
+95.1%
5 Years
+330.91%
10 Years
+30.95%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology44.3%
- 🖥️ Technology Services28.35%
- 💰 Finance13.19%
- 🛍️ Retail Trade4.44%
- 💇♀️ Consumer Services3.65%
- 🍞 Consumer Non Durables3.61%
- 🚗 Consumer Durables2.23%
- 💵 Cash0.22%
- 🪙 Cryptocurrencies0.14%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq60.43%
- 🇺🇸 NYSE22.69%
- 🇬🇧 LSE8.74%
- 🇮🇹 Borsa Italiana7.92%
- 🌍 Digital Currency0.14%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States79.31%
- 🇬🇧 United Kingdom10.31%
- 🇮🇹 Italy10.16%
Dividends
Dividend Yield
0.59%
12 out of 17 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $KO (2.64%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 8.1/10
Beta
0.91
0.91
0
0.8
1.2
0
2
Sharpe Ratio
0.73
0.73
0
0.5
1
1.5
1.5
Sortino Ratio
2.77
2.77
0
1
2
3
3
Jensen's Alpha
22
22
-2
0
2
22
22
Omega Ratio
2.47
2.47
0
1
1.5
3
3
Treynor Ratio
2.88
2.88
0
0.75
1.25
3
3
Information Ratio
0.46
0.46
0
0.3
0.6
1
1
Calmar Ratio
0.83
0.83
0
0.3
0.6
1
1
Beta
0.91
0.91
0
0.8
1.2
0
2
Sharpe Ratio
0.73
0.73
0
0.5
1
1.5
1.5
Sortino Ratio
2.77
2.77
0
1
2
3
3
Jensen's Alpha
22
22
-2
0
2
22
22
Omega Ratio
2.47
2.47
0
1
1.5
3
3
Treynor Ratio
2.88
2.88
0
0.75
1.25
3
3
Information Ratio
0.46
0.46
0
0.3
0.6
1
1
Calmar Ratio
0.83
0.83
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
31.19
High:
ARM
165.37ARMLow:
RR.L
19.66RR.LDetails
PEG Ratio
188.41
High:
MCD
571.79MCDLow:RR.L
14.85RR.LDetails
Price/Book
13.15
High:
MA
60.42MALow:MCD
-131.7MCDDetails
Price/Sales
9.77
High:ARM
28.4ARMLow:
LDO.MI
1.86LDO.MIDetails
Price/CF
26.8
High:ARM
76.78ARMLow:
META
14.62METADetails
Price/FCF
52.55
High:
AMZN
325.85AMZNLow:RR.L
24.47RR.LDetails
P/E Ratio
31.19
High:ARM
165.37ARMLow:RR.L
19.66RR.LDetails
PEG Ratio
188.41
High:MCD
571.79MCDLow:RR.L
14.85RR.LDetails
Price/Book
13.15
High:MA
60.42MALow:MCD
-131.7MCDDetails
Price/Sales
9.77
High:ARM
28.4ARMLow:LDO.MI
1.86LDO.MIDetails
Price/CF
26.8
High:ARM
76.78ARMLow:META
14.62METADetails
Price/FCF
52.55
High:AMZN
325.85AMZNLow:RR.L
24.47RR.LDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-38.25% | Jul 2021 | Dec 2023 | 29 |
-9.4% | Feb 2025 | May 2025 | 3 |
-4.77% | Nov 2025 | - | 5 |
-3.27% | Apr 2024 | May 2024 | 1 |
-3.19% | Mar 2021 | Apr 2021 | 1 |
-3.03% | Jul 2024 | Oct 2024 | 3 |
-1.36% | May 2021 | Jun 2021 | 1 |