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-4.56%
This Month
-3.15%
Year To Date
+27.61%
2 Years
+17.35%
5 Years
+140.25%
10 Years
+17.28%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs69.76%
- 💻 Electronic Technology14.65%
- 🛍️ Retail Trade4.58%
- 🚚 Transportation2.71%
- 💰 Finance2.44%
- 🖥️ Technology Services2.24%
- 🧬 Health Technology1.39%
- 🪙 Cryptocurrencies1.36%
- 💵 Cash0.52%
- ⛏️ Energy Minerals0.35%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq51.75%
- 🇺🇸 NYSE33.22%
- 🇦🇺 Sydney6.41%
- 🇩🇪 FRA4%
- 🇺🇸 Chicago Board Options Exchange2.4%
- 🌍 Digital Currency1.36%
- 🇬🇧 LSE0.35%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States17.5%
- 🇦🇺 Australia6.41%
- 🇩🇪 Germany4%
- 🇬🇧 United Kingdom0.35%
- 🇮🇱 Israel0.11%
Dividends
Dividend Yield
0.39%
7 out of 22 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $JBH.ASX (5.43%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 4.2/10
Beta
1.54
1.54
0
0.8
1.2
0
2
Sharpe Ratio
0.53
0.53
0
0.5
1
1.5
1.5
Sortino Ratio
1.29
1.29
0
1
2
3
3
Jensen's Alpha
-6.2
-6.2
-7
0
2
4.5
4.5
Omega Ratio
1.09
1.09
0
1
1.5
2.5
2.5
Treynor Ratio
0.94
0.94
0
0.75
1.25
2
2
Information Ratio
0.08
0.08
0
0.3
0.6
1
1
Calmar Ratio
0.45
0.45
0
0.3
0.6
1
1
Beta
1.54
1.54
0
0.8
1.2
0
2
Sharpe Ratio
0.53
0.53
0
0.5
1
1.5
1.5
Sortino Ratio
1.29
1.29
0
1
2
3
3
Jensen's Alpha
-6.2
-6.2
-7
0
2
4.5
4.5
Omega Ratio
1.09
1.09
0
1
1.5
2.5
2.5
Treynor Ratio
0.94
0.94
0
0.75
1.25
2
2
Information Ratio
0.08
0.08
0
0.3
0.6
1
1
Calmar Ratio
0.45
0.45
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
29.74
High:
BP.L
7,718.57BP.LLow:
JOBY
-8.72JOBYDetails
PEG Ratio
157.94
High:
JBH.ASX
348.22JBH.ASXLow:
VRTX
3.58VRTXDetails
Price/Book
9.05
High:
AAPL
42.15AAPLLow:
ETOR
1.58ETORDetails
Price/Sales
6.27
High:JOBY
164.44JOBYLow:
QAN.ASX
0.54QAN.ASXDetails
Price/CF
22.75
High:
AXON
222.56AXONLow:BP.L
3.58BP.LDetails
Price/FCF
57.31
High:AXON
626.45AXONLow:ETOR
9.25ETORDetails
P/E Ratio
29.74
High:BP.L
7,718.57BP.LLow:JOBY
-8.72JOBYDetails
PEG Ratio
157.94
High:JBH.ASX
348.22JBH.ASXLow:VRTX
3.58VRTXDetails
Price/Book
9.05
High:AAPL
42.15AAPLLow:ETOR
1.58ETORDetails
Price/Sales
6.27
High:JOBY
164.44JOBYLow:QAN.ASX
0.54QAN.ASXDetails
Price/CF
22.75
High:AXON
222.56AXONLow:BP.L
3.58BP.LDetails
Price/FCF
57.31
High:AXON
626.45AXONLow:ETOR
9.25ETORDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-37.49% | Nov 2021 | Nov 2024 | 36 |
-10.81% | Feb 2025 | May 2025 | 3 |
-8.03% | May 2020 | Aug 2020 | 3 |
-7.43% | Mar 2021 | Oct 2021 | 7 |
-4.77% | Sep 2020 | Nov 2020 | 2 |
-4.56% | Mar 2026 | - | 1 |
-2.4% | Dec 2024 | Jan 2025 | 1 |
-1.89% | Nov 2025 | Feb 2026 | 3 |
-0.33% | Jul 2025 | Aug 2025 | 1 |