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+0.18%
This Month
+19.77%
Year To Date
+32.7%
2 Years
+95.08%
5 Years
+101.47%
10 Years
+11.86%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📡 Communications21.79%
- 💰 Finance20.75%
- 🍞 Consumer Non Durables13.3%
- 📊 ETFs10.72%
- 💻 Electronic Technology7.03%
- 🚚 Transportation5.58%
- 🪨 Non Energy Minerals5.44%
- 🖥️ Technology Services5.15%
- 🚗 Consumer Durables4.4%
- 💵 Cash3.75%
- 🛍️ Retail Trade2.07%
- 💇♀️ Consumer Services0.68%
Exchanges Breakdown
- Exchange
- Total
- 🇬🇧 LSE39.48%
- 🇭🇰 Hong Kong Exchanges19.4%
- 🇺🇸 Nasdaq12.86%
- 🇺🇸 NYSE12.3%
- 🇳🇴 Oslo Stock Exchange5.58%
- 🇺🇸 Chicago Board Options Exchange4.62%
- 🇫🇷 Euronext Paris2.67%
Countries Breakdown
- Country
- Total
- 🇮🇱 Israel20.75%
- 🇺🇸 United States17.33%
- 🇬🇧 United Kingdom15.94%
- 🇨🇳 China15.01%
- 🇸🇬 Singapore5.58%
- 🇭🇰 Hong Kong4.39%
- 🇨🇭 Switzerland2.8%
- 🇫🇷 France2.67%
- 🇳🇱 Netherlands1.73%
Dividends
Dividend Yield
4.37%
11 out of 17 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $EVR.L (17.85%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 SMIN.US | Pay Day | Dec 20, 2025 | $0.00 |
Performance Metrics
Score 5/10
Beta
0.82
0.82
0
0.8
1.2
0
2
Sharpe Ratio
0.49
0.49
0
0.5
1
1.5
1.5
Sortino Ratio
0.76
0.76
0
1
2
3
3
Jensen's Alpha
0.74
0.74
-2
0
2
4.5
4.5
Omega Ratio
0.93
0.93
0
1
1.5
2.5
2.5
Treynor Ratio
1.1
1.1
0
0.75
1.25
2
2
Information Ratio
-0.09
-0.09
-1
0.3
0.6
1
1
Calmar Ratio
0.31
0.31
0
0.3
0.6
1
1
Beta
0.82
0.82
0
0.8
1.2
0
2
Sharpe Ratio
0.49
0.49
0
0.5
1
1.5
1.5
Sortino Ratio
0.76
0.76
0
1
2
3
3
Jensen's Alpha
0.74
0.74
-2
0
2
4.5
4.5
Omega Ratio
0.93
0.93
0
1
1.5
2.5
2.5
Treynor Ratio
1.1
1.1
0
0.75
1.25
2
2
Information Ratio
-0.09
-0.09
-1
0.3
0.6
1
1
Calmar Ratio
0.31
0.31
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
29.13
High:
INTC
3,538.68INTCLow:
CRSR
-18.66CRSRDetails
PEG Ratio
606.67
High:INTC
3,525.38INTCLow:CRSR
-29.54CRSRDetails
Price/Book
4
High:
MSFT
9.72MSFTLow:
STLA.US
0.4STLA.USDetails
Price/Sales
4.15
High:MSFT
12.07MSFTLow:
RNO.PA
0.18RNO.PADetails
Price/CF
14.96
High:MSFT
26.3MSFTLow:RNO.PA
2.68RNO.PADetails
Price/FCF
49.63
High:
0941.HK
225.210941.HKLow:RNO.PA
5.49RNO.PADetails
P/E Ratio
29.13
High:INTC
3,538.68INTCLow:CRSR
-18.66CRSRDetails
PEG Ratio
606.67
High:INTC
3,525.38INTCLow:CRSR
-29.54CRSRDetails
Price/Book
4
High:MSFT
9.72MSFTLow:STLA.US
0.4STLA.USDetails
Price/Sales
4.15
High:MSFT
12.07MSFTLow:RNO.PA
0.18RNO.PADetails
Price/CF
14.96
High:MSFT
26.3MSFTLow:RNO.PA
2.68RNO.PADetails
Price/FCF
49.63
High:0941.HK
225.210941.HKLow:RNO.PA
5.49RNO.PADetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-36.72% | Dec 2019 | Jan 2021 | 13 |
-18.52% | Feb 2022 | Dec 2023 | 22 |
-4.29% | Jul 2024 | Nov 2024 | 4 |
-2.95% | Sep 2021 | Jan 2022 | 4 |
-2.53% | Sep 2019 | Nov 2019 | 2 |
-2.33% | Jan 2024 | Apr 2024 | 3 |
-2.17% | Mar 2025 | May 2025 | 2 |
-0.38% | Jul 2021 | Aug 2021 | 1 |