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-2.85%
This Month
-4.55%
Year To Date
+45.27%
2 Years
+70.65%
5 Years
+109.89%
10 Years
+12.25%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash49.75%
- 💻 Electronic Technology15.33%
- 🖥️ Technology Services13.36%
- 📊 ETFs9.98%
- 🛍️ Retail Trade8.48%
- 🛠️ Producer Manufacturing2.88%
- 🚗 Consumer Durables2.36%
- 💇♀️ Consumer Services1.93%
- 🍞 Consumer Non Durables1.34%
- 🪙 Cryptocurrencies1.04%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq33.66%
- 🇺🇸 NYSE12.3%
- 🇬🇧 LSE6.38%
- 🇩🇪 Xetra ETFs3.32%
- 🌍 Digital Currency1.04%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States37.08%
- 🇬🇧 United Kingdom6.38%
- 🇮🇪 Ireland2.21%
Dividends
Dividend Yield
0.16%
6 out of 18 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $MCD (2.2%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 4.6/10
Beta
1.07
1.07
0
0.8
1.2
0
2
Sharpe Ratio
0.5
0.5
0
0.5
1
1.5
1.5
Sortino Ratio
0.83
0.83
0
1
2
3
3
Jensen's Alpha
-0.24
-0.24
-2
0
2
4.5
4.5
Omega Ratio
1.03
1.03
0
1
1.5
2.5
2.5
Treynor Ratio
0.98
0.98
0
0.75
1.25
2
2
Information Ratio
0.04
0.04
0
0.3
0.6
1
1
Calmar Ratio
0.28
0.28
0
0.3
0.6
1
1
Beta
1.07
1.07
0
0.8
1.2
0
2
Sharpe Ratio
0.5
0.5
0
0.5
1
1.5
1.5
Sortino Ratio
0.83
0.83
0
1
2
3
3
Jensen's Alpha
-0.24
-0.24
-2
0
2
4.5
4.5
Omega Ratio
1.03
1.03
0
1
1.5
2.5
2.5
Treynor Ratio
0.98
0.98
0
0.75
1.25
2
2
Information Ratio
0.04
0.04
0
0.3
0.6
1
1
Calmar Ratio
0.28
0.28
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
31.35
High:
TSLA
377.27TSLALow:
RKLB
-191.35RKLBDetails
PEG Ratio
-98.41
High:
MCD
571.79MCDLow:RKLB
-9,779.22RKLBDetails
Price/Book
7.72
High:
STX.US
178.2STX.USLow:MCD
-131.7MCDDetails
Price/Sales
5.94
High:
IONQ
105.37IONQLow:
OKLO
-OKLODetails
Price/CF
21.87
High:
PLTR
214.31PLTRLow:
META
14.62METADetails
Price/FCF
81.28
High:
AMZN
325.85AMZNLow:
RR.L
24.47RR.LDetails
P/E Ratio
31.35
High:TSLA
377.27TSLALow:RKLB
-191.35RKLBDetails
PEG Ratio
-98.41
High:MCD
571.79MCDLow:RKLB
-9,779.22RKLBDetails
Price/Book
7.72
High:STX.US
178.2STX.USLow:MCD
-131.7MCDDetails
Price/Sales
5.94
High:IONQ
105.37IONQLow:OKLO
-OKLODetails
Price/CF
21.87
High:PLTR
214.31PLTRLow:META
14.62METADetails
Price/FCF
81.28
High:AMZN
325.85AMZNLow:RR.L
24.47RR.LDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-46.67% | Nov 2021 | Mar 2024 | 28 |
-13.66% | Feb 2025 | Jun 2025 | 4 |
-11.15% | Nov 2025 | - | 5 |
-11.05% | Dec 2019 | Nov 2020 | 11 |
-10.01% | Sep 2021 | Oct 2021 | 1 |
-8.94% | Apr 2024 | Sep 2024 | 5 |
-5.26% | May 2021 | Aug 2021 | 3 |
-1.24% | Dec 2024 | Jan 2025 | 1 |
-0.28% | Mar 2021 | Apr 2021 | 1 |