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+0.31%
This Month
-3.48%
Year To Date
+49.72%
2 Years
+88.61%
5 Years
+120.68%
10 Years
+15.48%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology29.45%
- 📊 ETFs19.21%
- 🖥️ Technology Services16.07%
- 🪙 Cryptocurrencies15.12%
- 💰 Finance10.64%
- 🧬 Health Technology8.26%
- 🚗 Consumer Durables1.09%
- 💵 Cash0.19%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE35.68%
- 🇺🇸 Nasdaq30.72%
- 🇬🇧 LSE15.76%
- 🌍 Digital Currency15.12%
- 🇩🇪 Xetra ETFs2.57%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States49.06%
- 🇬🇧 United Kingdom15.76%
- 🇮🇱 Israel0.71%
Dividends
Dividend Yield
0.99%
5 out of 19 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $O (4.88%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 6.1/10
Beta
0.98
0.98
0
0.8
1.2
0
2
Sharpe Ratio
0.67
0.67
0
0.5
1
1.5
1.5
Sortino Ratio
1.22
1.22
0
1
2
3
3
Jensen's Alpha
2.03
2.03
-2
0
2
4.5
4.5
Omega Ratio
1.11
1.11
0
1
1.5
2.5
2.5
Treynor Ratio
1.15
1.15
0
0.75
1.25
2
2
Information Ratio
0.13
0.13
0
0.3
0.6
1
1
Calmar Ratio
0.52
0.52
0
0.3
0.6
1
1
Beta
0.98
0.98
0
0.8
1.2
0
2
Sharpe Ratio
0.67
0.67
0
0.5
1
1.5
1.5
Sortino Ratio
1.22
1.22
0
1
2
3
3
Jensen's Alpha
2.03
2.03
-2
0
2
4.5
4.5
Omega Ratio
1.11
1.11
0
1
1.5
2.5
2.5
Treynor Ratio
1.15
1.15
0
0.75
1.25
2
2
Information Ratio
0.13
0.13
0
0.3
0.6
1
1
Calmar Ratio
0.52
0.52
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
38.14
High:
TSLA
364.71TSLALow:
BILL
-184.79BILLDetails
PEG Ratio
255.35
High:
BA.L
550.37BA.LLow:
AMD
44.22AMDDetails
Price/Book
13.69
High:
PLTR
47.65PLTRLow:
ABBV
-126.43ABBVDetails
Price/Sales
11.86
High:PLTR
84.66PLTRLow:BA.L
2.45BA.LDetails
Price/CF
33.3
High:PLTR
214.31PLTRLow:
ETOR
12.57ETORDetails
Price/FCF
60.2
High:TSLA
255.88TSLALow:ETOR
12.81ETORDetails
P/E Ratio
38.14
High:TSLA
364.71TSLALow:BILL
-184.79BILLDetails
PEG Ratio
255.35
High:BA.L
550.37BA.LLow:AMD
44.22AMDDetails
Price/Book
13.69
High:PLTR
47.65PLTRLow:ABBV
-126.43ABBVDetails
Price/Sales
11.86
High:PLTR
84.66PLTRLow:BA.L
2.45BA.LDetails
Price/CF
33.3
High:PLTR
214.31PLTRLow:ETOR
12.57ETORDetails
Price/FCF
60.2
High:TSLA
255.88TSLALow:ETOR
12.81ETORDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-30.36% | Nov 2021 | Feb 2024 | 27 |
-12.79% | Nov 2025 | - | 5 |
-7.32% | Sep 2021 | Oct 2021 | 1 |
-6.69% | May 2021 | Aug 2021 | 3 |
-6.55% | Feb 2025 | May 2025 | 3 |
-5.04% | Apr 2024 | May 2024 | 1 |
-2.86% | Aug 2024 | Sep 2024 | 1 |
-2.68% | Dec 2024 | Jan 2025 | 1 |
-1.41% | Jan 2021 | Feb 2021 | 1 |
-0.53% | Jun 2024 | Jul 2024 | 1 |