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-0.32%
This Month
+28.08%
Year To Date
+45.56%
2 Years
+32.53%
5 Years
+197.67%
10 Years
+12.52%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services31.52%
- 💻 Electronic Technology14.64%
- 💰 Finance11.06%
- 🛍️ Retail Trade11.02%
- 📊 ETFs10.23%
- 🪨 Non Energy Minerals5.72%
- 🧩 Miscellaneous5.7%
- 💼 Commercial Services3.88%
- 💵 Cash3.84%
- 🪙 Cryptocurrencies2.48%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq47.36%
- 🇺🇸 NYSE22.41%
- 🇬🇧 LSE20.58%
- 🇳🇱 Euronext Amsterdam3.42%
- 🌍 Digital Currency2.48%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States56.84%
- 🇬🇧 United Kingdom16.08%
- 🇳🇱 Netherlands3.42%
- 🇸🇬 Singapore3.4%
- 🇰🇾 Cayman Islands3.25%
- 🇮🇱 Israel0.55%
Dividends
Dividend Yield
0.54%
11 out of 20 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $AU (2.62%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 MSFT | Pay Day | Dec 11, 2025 | $0.91 |
Performance Metrics
Score 5.4/10
Beta
0.82
0.82
0
0.8
1.2
0
2
Sharpe Ratio
0.66
0.66
0
0.5
1
1.5
1.5
Sortino Ratio
1.04
1.04
0
1
2
3
3
Jensen's Alpha
1.14
1.14
-2
0
2
4.5
4.5
Omega Ratio
0.92
0.92
0
1
1.5
2.5
2.5
Treynor Ratio
1.09
1.09
0
0.75
1.25
2
2
Information Ratio
-0.1
-0.1
-1
0.3
0.6
1
1
Calmar Ratio
0.34
0.34
0
0.3
0.6
1
1
Beta
0.82
0.82
0
0.8
1.2
0
2
Sharpe Ratio
0.66
0.66
0
0.5
1
1.5
1.5
Sortino Ratio
1.04
1.04
0
1
2
3
3
Jensen's Alpha
1.14
1.14
-2
0
2
4.5
4.5
Omega Ratio
0.92
0.92
0
1
1.5
2.5
2.5
Treynor Ratio
1.09
1.09
0
0.75
1.25
2
2
Information Ratio
-0.1
-0.1
-1
0.3
0.6
1
1
Calmar Ratio
0.34
0.34
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
33.73
High:
EQIX
67.14EQIXLow:
SNOW
-60.76SNOWDetails
PEG Ratio
143.24
High:
META
459.85METALow:
SE
4.33SEDetails
Price/Book
10.33
High:
NVDA
36.78NVDALow:
JPM
2.47JPMDetails
Price/Sales
8.55
High:NVDA
23.54NVDALow:
PYPL
1.83PYPLDetails
Price/CF
23.6
High:SNOW
89.44SNOWLow:
AU
5.12AUDetails
Price/FCF
59.85
High:
ORCL
348.36ORCLLow:
NU
8.22NUDetails
P/E Ratio
33.73
High:EQIX
67.14EQIXLow:SNOW
-60.76SNOWDetails
PEG Ratio
143.24
High:META
459.85METALow:SE
4.33SEDetails
Price/Book
10.33
High:NVDA
36.78NVDALow:JPM
2.47JPMDetails
Price/Sales
8.55
High:NVDA
23.54NVDALow:PYPL
1.83PYPLDetails
Price/CF
23.6
High:SNOW
89.44SNOWLow:AU
5.12AUDetails
Price/FCF
59.85
High:ORCL
348.36ORCLLow:NU
8.22NUDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-35.43% | Nov 2021 | Jun 2025 | 43 |
-10.32% | Sep 2018 | Apr 2019 | 7 |
-6.91% | Feb 2020 | May 2020 | 3 |
-6.5% | Sep 2020 | Nov 2020 | 2 |
-6.3% | Sep 2021 | Oct 2021 | 1 |
-6.21% | Aug 2016 | Jan 2017 | 5 |
-5.53% | May 2019 | Nov 2019 | 6 |
-3.33% | Oct 2025 | - | 3 |
-2.89% | Mar 2018 | May 2018 | 2 |
-1.62% | Dec 2017 | Jan 2018 | 1 |
-1.53% | May 2021 | Jun 2021 | 1 |
-0.27% | Jun 2017 | Jul 2017 | 1 |
-0.15% | Jul 2021 | Aug 2021 | 1 |
-0.04% | Jun 2018 | Jul 2018 | 1 |