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+2.05%
This Month
+2.05%
Year To Date
+94.69%
2 Years
+86.5%
5 Years
+387.91%
10 Years
+29.31%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash38.08%
- 💻 Electronic Technology23.91%
- 🖥️ Technology Services14.25%
- 💰 Finance6.9%
- 🧬 Health Technology6.32%
- 🛍️ Retail Trade6.06%
- 💇♀️ Consumer Services3.36%
- 🚗 Consumer Durables3.36%
- ⚡ Utilities2.95%
- 💼 Commercial Services1.36%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq48.66%
- 🇺🇸 NYSE11.32%
- 🇬🇧 LSE7.18%
- 🇩🇪 FRA1.31%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States50.53%
- 🇬🇧 United Kingdom12.92%
- 🇫🇮 Finland2.54%
- 🇩🇪 Germany1.31%
- 🇨🇦 Canada1.17%
Dividends
Dividend Yield
0.7%
11 out of 23 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $VOW3.DE (6.46%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 8.3/10
Beta
0.9
0.9
0
0.8
1.2
0
2
Sharpe Ratio
1.02
1.02
0
0.5
1
2
2
Sortino Ratio
2.49
2.49
0
1
2
3
3
Jensen's Alpha
16.55
16.55
-2
0
2
17
17
Omega Ratio
1.95
1.95
0
1
1.5
2.5
2.5
Treynor Ratio
2.43
2.43
0
0.75
1.25
3
3
Information Ratio
0.69
0.69
0
0.3
0.6
1
1
Calmar Ratio
0.96
0.96
0
0.3
0.6
1
1
Beta
0.9
0.9
0
0.8
1.2
0
2
Sharpe Ratio
1.02
1.02
0
0.5
1
2
2
Sortino Ratio
2.49
2.49
0
1
2
3
3
Jensen's Alpha
16.55
16.55
-2
0
2
17
17
Omega Ratio
1.95
1.95
0
1
1.5
2.5
2.5
Treynor Ratio
2.43
2.43
0
0.75
1.25
3
3
Information Ratio
0.69
0.69
0
0.3
0.6
1
1
Calmar Ratio
0.96
0.96
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
33.65
High:
PLTR
394.13PLTRLow:
Z
-464.6ZDetails
PEG Ratio
273.73
High:
REGN
3,540.91REGNLow:Z
-612.1ZDetails
Price/Book
6.94
High:PLTR
60.95PLTRLow:
ETSY
-5.22ETSYDetails
Price/Sales
5.28
High:PLTR
111.21PLTRLow:
VOW3.DE
0.15VOW3.DEDetails
Price/CF
17.51
High:PLTR
258.05PLTRLow:
F
2.37FDetails
Price/FCF
45.76
High:
SGRO.L
327.54SGRO.LLow:
HSBC
5.09HSBCDetails
P/E Ratio
33.65
High:PLTR
394.13PLTRLow:Z
-464.6ZDetails
PEG Ratio
273.73
High:REGN
3,540.91REGNLow:Z
-612.1ZDetails
Price/Book
6.94
High:PLTR
60.95PLTRLow:ETSY
-5.22ETSYDetails
Price/Sales
5.28
High:PLTR
111.21PLTRLow:VOW3.DE
0.15VOW3.DEDetails
Price/CF
17.51
High:PLTR
258.05PLTRLow:F
2.37FDetails
Price/FCF
45.76
High:SGRO.L
327.54SGRO.LLow:HSBC
5.09HSBCDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-30.6% | Sep 2021 | Jan 2025 | 40 |
-9.57% | Jan 2020 | Jun 2020 | 5 |
-1.99% | Feb 2025 | Apr 2025 | 2 |
-1.82% | Dec 2020 | Jan 2021 | 1 |
-1.48% | Jul 2021 | Aug 2021 | 1 |
-0.25% | Feb 2021 | Mar 2021 | 1 |