Loading...
+0.02%
Today
+1.86%
This Month
+0.34%
Year To Date
+28.85%
2 Years
+147.41%
5 Years
+14.9%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs64.49%
- 🖥️ Technology Services16.84%
- 🛍️ Retail Trade6.66%
- 🍞 Consumer Non Durables4.56%
- ⛏️ Energy Minerals3.39%
- 💵 Cash1.33%
- 💻 Electronic Technology1.32%
- 🧬 Health Technology1.24%
- ❓ Other0.44%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE61.19%
- 🇺🇸 Nasdaq30.96%
- 🇫🇷 Euronext Paris4.53%
- 🇬🇧 LSE1.8%
- 🇦🇪 Dubai Financial Market0.44%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States26.93%
- 🇫🇷 France4.53%
- 🇬🇧 United Kingdom2.54%
Dividends
Dividend Yield
1.28%
15 out of 18 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $EMAAR.AE (14.36%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 VOO | 0.69% | 1.29% | - |
 MC.PA | 0.13% | 2.85% | $13 |
 MSFT | 0.06% | 0.68% | $3 |
 BP.L | 0.06% | 6.64% | $0.23 |
 SPY | 0.05% | 1.21% | - |
 BP.US | 0.05% | 6.27% | $1.72 |
 JNJ | 0.04% | 3.32% | $4.81 |
 CVX | 0.04% | 4.55% | $6.28 |
 GOOG | 0.04% | 0.49% | $0.2 |
 SHEL.L | 0.04% | 4.14% | $0.8 |
 QQQ | 0.04% | 0.58% | - |
 EMAAR.AE | 0.02% | 14.36% | - |
 EMAARDEV.AE | 0.02% | 10.6% | - |
 EMIRATESNBD.AE | 0.01% | 9.38% | - |
 NKE | 0% | 2.58% | $1.45 |
Performance Metrics
Score 5.6/10
Beta
1.78
1.78
0
0.8
1.2
0
2
Sharpe Ratio
0.5
0.5
0
0.5
1
1.5
1.5
Sortino Ratio
0.8
0.8
0
1
2
3
3
Jensen's Alpha
8.04
8.04
-2
0
2
9
9
Omega Ratio
1.46
1.46
0
1
1.5
2.5
2.5
Treynor Ratio
1.22
1.22
0
0.75
1.25
2
2
Information Ratio
0.35
0.35
0
0.3
0.6
1
1
Calmar Ratio
0.2
0.2
0
0.3
0.6
1
1
Beta
1.78
1.78
0
0.8
1.2
0
2
Sharpe Ratio
0.5
0.5
0
0.5
1
1.5
1.5
Sortino Ratio
0.8
0.8
0
1
2
3
3
Jensen's Alpha
8.04
8.04
-2
0
2
9
9
Omega Ratio
1.46
1.46
0
1
1.5
2.5
2.5
Treynor Ratio
1.22
1.22
0
0.75
1.25
2
2
Information Ratio
0.35
0.35
0
0.3
0.6
1
1
Calmar Ratio
0.2
0.2
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
29.21
High:
AMD
94.99AMDLow:
BP.US
-67.44BP.USDetails
PEG Ratio
145.97
High:
MSFT
310.53MSFTLow:
AMZN
47.3AMZNDetails
Price/Book
7.75
High:MSFT
11.22MSFTLow:
SHEL.L
1.16SHEL.LDetails
Price/Sales
6.16
High:MSFT
13.43MSFTLow:
BP.L
0.42BP.LDetails
Price/CF
18.16
High:AMD
48.52AMDLow:BP.L
3.57BP.LDetails
Price/FCF
51.61
High:
CVX
131.92CVXLow:SHEL.L
10.74SHEL.LDetails
P/E Ratio
29.21
High:AMD
94.99AMDLow:BP.US
-67.44BP.USDetails
PEG Ratio
145.97
High:MSFT
310.53MSFTLow:AMZN
47.3AMZNDetails
Price/Book
7.75
High:MSFT
11.22MSFTLow:SHEL.L
1.16SHEL.LDetails
Price/Sales
6.16
High:MSFT
13.43MSFTLow:BP.L
0.42BP.LDetails
Price/CF
18.16
High:AMD
48.52AMDLow:BP.L
3.57BP.LDetails
Price/FCF
51.61
High:CVX
131.92CVXLow:SHEL.L
10.74SHEL.LDetails
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 | - | 5 |
-10.66% | Nov 2017 | Jan 2018 | 2 |
-5.22% | Sep 2021 | Oct 2021 | 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 |