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-3.54%
This Month
+3.32%
Year To Date
+28.3%
2 Years
+52.44%
5 Years
+257.92%
10 Years
+15.69%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs54.26%
- 🧩 Miscellaneous13.65%
- 🖥️ Technology Services11.64%
- 🛍️ Retail Trade8.68%
- 💵 Cash5.48%
- 🍞 Consumer Non Durables5.02%
- ❓ Other0.94%
- 🚗 Consumer Durables0.7%
- 🪙 Cryptocurrencies0.66%
- 📡 Communications0.51%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE61.73%
- 🇺🇸 Nasdaq28.5%
- 🇫🇷 Euronext Paris3.73%
- 🌍 Digital Currency0.66%
- Abu Dhabi0.53%
- 🇩🇪 FRA0.51%
- 🇦🇪 Dubai Financial Market0.4%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States20.48%
- 🇫🇷 France3.73%
- 🇨🇳 China1.12%
- 🇮🇹 Italy0.7%
- 🇩🇪 Germany0.51%
Dividends
Dividend Yield
0.33%
11 out of 18 instruments pay dividend.
4 dividend payments in the next 30 days.
Highest Dividend: $NKE (3.76%)
Performance Metrics
Score 5.6/10
Beta
1.73
1.73
0
0.8
1.2
0
2
Sharpe Ratio
0.51
0.51
0
0.5
1
1.5
1.5
Sortino Ratio
0.82
0.82
0
1
2
3
3
Jensen's Alpha
5.71
5.71
-2
0
2
6
6
Omega Ratio
1.44
1.44
0
1
1.5
2.5
2.5
Treynor Ratio
1.23
1.23
0
0.75
1.25
2
2
Information Ratio
0.33
0.33
0
0.3
0.6
1
1
Calmar Ratio
0.21
0.21
0
0.3
0.6
1
1
Beta
1.73
1.73
0
0.8
1.2
0
2
Sharpe Ratio
0.51
0.51
0
0.5
1
1.5
1.5
Sortino Ratio
0.82
0.82
0
1
2
3
3
Jensen's Alpha
5.71
5.71
-2
0
2
6
6
Omega Ratio
1.44
1.44
0
1
1.5
2.5
2.5
Treynor Ratio
1.23
1.23
0
0.75
1.25
2
2
Information Ratio
0.33
0.33
0
0.3
0.6
1
1
Calmar Ratio
0.21
0.21
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
26.89
High:
ORCL
42.43ORCLLow:
DTE.DE
15.34DTE.DEDetails
PEG Ratio
111.84
High:
META
376.16METALow:
NFLX
57.37NFLXDetails
Price/Book
6.74
High:ORCL
20.26ORCLLow:
BABA
1.9BABADetails
Price/Sales
5.71
High:ORCL
10.74ORCLLow:DTE.DE
1.13DTE.DEDetails
Price/CF
15.67
High:
NKE
54.38NKELow:DTE.DE
3.83DTE.DEDetails
Price/FCF
80.86
High:BABA
1,196.17BABALow:DTE.DE
6.98DTE.DEDetails
P/E Ratio
26.89
High:ORCL
42.43ORCLLow:DTE.DE
15.34DTE.DEDetails
PEG Ratio
111.84
High:META
376.16METALow:NFLX
57.37NFLXDetails
Price/Book
6.74
High:ORCL
20.26ORCLLow:BABA
1.9BABADetails
Price/Sales
5.71
High:ORCL
10.74ORCLLow:DTE.DE
1.13DTE.DEDetails
Price/CF
15.67
High:NKE
54.38NKELow:DTE.DE
3.83DTE.DEDetails
Price/FCF
80.86
High:BABA
1,196.17BABALow:DTE.DE
6.98DTE.DEDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-73.75% | Oct 2018 | Aug 2020 | 22 |
-38.53% | Feb 2018 | Jul 2018 | 5 |
-33.97% | Dec 2021 | Feb 2024 | 26 |
-11.23% | Feb 2025 | Jul 2025 | 5 |
-10.66% | Nov 2017 | Jan 2018 | 2 |
-8.8% | Nov 2025 | Apr 2026 | 5 |
-5.22% | Sep 2021 | Oct 2021 | 1 |
-3.54% | Jun 2026 | - | 1 |
-2.99% | Apr 2024 | May 2024 | 1 |
-2.11% | Feb 2021 | Apr 2021 | 2 |
-1.5% | Oct 2024 | Nov 2024 | 1 |
-1.43% | Sep 2020 | Oct 2020 | 1 |
-0.92% | May 2021 | Jun 2021 | 1 |
-0.87% | Jul 2024 | Aug 2024 | 1 |
-0.4% | Jul 2021 | Aug 2021 | 1 |
-0.14% | Dec 2024 | Jan 2025 | 1 |