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-1.18%
This Month
-6.16%
Year To Date
+13.15%
2 Years
+12.87%
5 Years
+12.87%
10 Years
+8.4%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology24.47%
- 🖥️ Technology Services23.48%
- 📊 ETFs12.8%
- 💼 Commercial Services11.69%
- 🧪 Process Industries5.59%
- 🍞 Consumer Non Durables5.42%
- 💵 Cash3.9%
- 🛠️ Producer Manufacturing2.71%
- 📦 Distribution Services2.08%
- 💇♀️ Consumer Services1.82%
- 🚚 Transportation1.61%
- 🏥 Health Services1.3%
- 💰 Finance1.1%
- 🪙 Cryptocurrencies1.02%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq67.73%
- 🇺🇸 NYSE20.2%
- 🇫🇷 Euronext Paris3.08%
- 🇭🇰 Hong Kong Exchanges2.71%
- 🌍 Digital Currency1.02%
- 🇨🇭 SIX0.2%
- 🇩🇰 Copenhagen Stock Exchange0.15%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States56.31%
- 🇮🇱 Israel7.9%
- 🇨🇦 Canada5.42%
- 🇬🇧 United Kingdom3.89%
- 🇫🇷 France3.08%
- 🇨🇳 China2.71%
- 🇸🇬 Singapore1.61%
- 🇨🇭 Switzerland0.2%
- 🇩🇰 Denmark0.15%
Dividends
Dividend Yield
0.84%
13 out of 38 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $FMC (9.65%)
Dividend Yield Breakdown
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 3/10
Beta
0.85
0.85
0
0.8
1.2
0
2
Sharpe Ratio
0.21
0.21
0
0.5
1
1.5
1.5
Sortino Ratio
0.36
0.36
0
1
2
3
3
Jensen's Alpha
-6.38
-6.38
-7
0
2
4.5
4.5
Omega Ratio
0.68
0.68
0
1
1.5
2.5
2.5
Treynor Ratio
0.39
0.39
0
0.75
1.25
2
2
Information Ratio
-0.51
-0.51
-1
0.3
0.6
1
1
Calmar Ratio
0.53
0.53
0
0.3
0.6
1
1
Beta
0.85
0.85
0
0.8
1.2
0
2
Sharpe Ratio
0.21
0.21
0
0.5
1
1.5
1.5
Sortino Ratio
0.36
0.36
0
1
2
3
3
Jensen's Alpha
-6.38
-6.38
-7
0
2
4.5
4.5
Omega Ratio
0.68
0.68
0
1
1.5
2.5
2.5
Treynor Ratio
0.39
0.39
0
0.75
1.25
2
2
Information Ratio
-0.51
-0.51
-1
0.3
0.6
1
1
Calmar Ratio
0.53
0.53
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
34.65
High:
AMD
76.4AMDLow:
ZETA
-124.49ZETADetails
PEG Ratio
99.67
High:
LULU
354.67LULULow:ZETA
-195.94ZETADetails
Price/Book
13.59
High:
NVDA
28.28NVDALow:
FCEL
0.6FCELDetails
Price/Sales
11.46
High:
BMNR
956.99BMNRLow:
HUM
0.17HUMDetails
Price/CF
33.88
High:
FMC
164.34FMCLow:
CHTR
1.67CHTRDetails
Price/FCF
54.13
High:
AKE.PA
167.2AKE.PALow:
TEP.PA
5.17TEP.PADetails
P/E Ratio
34.65
High:AMD
76.4AMDLow:ZETA
-124.49ZETADetails
PEG Ratio
99.67
High:LULU
354.67LULULow:ZETA
-195.94ZETADetails
Price/Book
13.59
High:NVDA
28.28NVDALow:FCEL
0.6FCELDetails
Price/Sales
11.46
High:BMNR
956.99BMNRLow:HUM
0.17HUMDetails
Price/CF
33.88
High:FMC
164.34FMCLow:CHTR
1.67CHTRDetails
Price/FCF
54.13
High:AKE.PA
167.2AKE.PALow:TEP.PA
5.17TEP.PADetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-13.22% | Oct 2025 | - | 6 |
-12.99% | Aug 2024 | May 2025 | 9 |
-6.54% | May 2024 | Jul 2024 | 2 |