Loading...
-1.23%
This Month
-5.48%
Year To Date
+6.65%
2 Years
+26.73%
5 Years
+52.26%
10 Years
+6.77%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies46.97%
- 📊 ETFs42.45%
- 🖥️ Technology Services2.56%
- 🪨 Non Energy Minerals2.55%
- 🧬 Health Technology1.93%
- 💻 Electronic Technology1.7%
- ⛏️ Energy Minerals0.92%
- 🛠️ Producer Manufacturing0.68%
- 💵 Cash0.19%
- 💼 Commercial Services0.03%
- 💰 Finance0%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency46.97%
- 🇺🇸 Nasdaq23.07%
- 🇺🇸 NYSE19.43%
- 🇩🇪 Xetra ETFs7.4%
- 🇳🇱 Euronext Amsterdam0.96%
- 🇭🇰 Hong Kong Exchanges0.68%
- 🇸🇪 Stockholm Stock Exchange0.66%
- 🇩🇰 Copenhagen Stock Exchange0.61%
- 🇬🇧 LSE0.01%
Countries Breakdown
- Country
- Total
- 🇨🇦 Canada3.27%
- 🇺🇸 United States2.85%
- 🇩🇰 Denmark1.2%
- 🇳🇱 Netherlands0.96%
- 🇮🇱 Israel0.7%
- 🇨🇳 China0.68%
- 🇸🇪 Sweden0.66%
- 🇨🇾 Cyprus0.03%
- 🇷🇺 Russia0.01%
Dividends
Dividend Yield
0.14%
13 out of 25 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $SVSTL.L (2546.05%)
Dividend Yield Breakdown
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 3.7/10
Beta
0.63
0.63
0
0.8
1.2
0
2
Sharpe Ratio
0.39
0.39
0
0.5
1
1.5
1.5
Sortino Ratio
0.65
0.65
0
1
2
3
3
Jensen's Alpha
-2.59
-2.59
-3
0
2
4.5
4.5
Omega Ratio
0.58
0.58
0
1
1.5
2.5
2.5
Treynor Ratio
0.65
0.65
0
0.75
1.25
2
2
Information Ratio
-0.76
-0.76
-1
0.3
0.6
1
1
Calmar Ratio
0.39
0.39
0
0.3
0.6
1
1
Beta
0.63
0.63
0
0.8
1.2
0
2
Sharpe Ratio
0.39
0.39
0
0.5
1
1.5
1.5
Sortino Ratio
0.65
0.65
0
1
2
3
3
Jensen's Alpha
-2.59
-2.59
-3
0
2
4.5
4.5
Omega Ratio
0.58
0.58
0
1
1.5
2.5
2.5
Treynor Ratio
0.65
0.65
0
0.75
1.25
2
2
Information Ratio
-0.76
-0.76
-1
0.3
0.6
1
1
Calmar Ratio
0.39
0.39
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
28.51
High:
CCJ
123.75CCJLow:
CYBR
-139.7CYBRDetails
PEG Ratio
144.59
High:
NOVO-B.CO
684.96NOVO-B.COLow:
ABCL
-65.29ABCLDetails
Price/Book
6.92
High:
ASML.NV
23.58ASML.NVLow:
03333.HK
-003333.HKDetails
Price/Sales
4.71
High:CCJ
21.02CCJLow:03333.HK
0.0103333.HKDetails
Price/CF
15.93
High:CYBR
78.73CYBRLow:
ATADL.L
0.14ATADL.LDetails
Price/FCF
48.62
High:
NVO
207.17NVOLow:ATADL.L
0.53ATADL.LDetails
P/E Ratio
28.51
High:CCJ
123.75CCJLow:CYBR
-139.7CYBRDetails
PEG Ratio
144.59
High:NOVO-B.CO
684.96NOVO-B.COLow:ABCL
-65.29ABCLDetails
Price/Book
6.92
High:ASML.NV
23.58ASML.NVLow:03333.HK
-003333.HKDetails
Price/Sales
4.71
High:CCJ
21.02CCJLow:03333.HK
0.0103333.HKDetails
Price/CF
15.93
High:CYBR
78.73CYBRLow:ATADL.L
0.14ATADL.LDetails
Price/FCF
48.62
High:NVO
207.17NVOLow:ATADL.L
0.53ATADL.LDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-17.94% | Nov 2021 | Jan 2024 | 26 |
-12.04% | Nov 2025 | - | 5 |
-10.14% | Jan 2020 | May 2020 | 4 |
-6.8% | Dec 2024 | Apr 2025 | 4 |
-4.59% | Apr 2024 | Nov 2024 | 7 |
-3.74% | Sep 2020 | Nov 2020 | 2 |
-3.09% | Sep 2021 | Oct 2021 | 1 |
-0.74% | May 2021 | Jun 2021 | 1 |
-0.42% | Jul 2021 | Aug 2021 | 1 |
-0.42% | Jan 2021 | Mar 2021 | 2 |
-0.22% | Jul 2020 | Aug 2020 | 1 |