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-5.78%
This Month
-6.29%
Year To Date
+38.84%
2 Years
+73.73%
5 Years
+73.73%
10 Years
+13.06%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash24.86%
- 🍞 Consumer Non Durables15.29%
- 🚗 Consumer Durables14.12%
- 💰 Finance13.94%
- 🪙 Cryptocurrencies8.13%
- 🧬 Health Technology6.03%
- 📊 ETFs4.86%
- 🛍️ Retail Trade4.61%
- 🚚 Transportation4.25%
- 🧩 Miscellaneous3%
- 🖥️ Technology Services2.23%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE33.24%
- 🇺🇸 Nasdaq21.5%
- 🌍 Digital Currency8.13%
- 🇩🇰 Copenhagen Stock Exchange6.03%
- 🇺🇸 Chicago Board Options Exchange4.55%
- 🇬🇧 LSE3%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States37.61%
- 🇨🇭 Switzerland8.6%
- 🇨🇦 Canada6.68%
- 🇩🇰 Denmark6.03%
- 🇬🇧 United Kingdom3%
- 🇯🇵 Japan1.53%
Dividends
Dividend Yield
0.65%
7 out of 15 instruments pay dividend.
3 dividend payments in the next 30 days.
Highest Dividend: $NOVO-B.CO (4.12%)
Performance Metrics
Score 6/10
Beta
1.1
1.1
0
0.8
1.2
0
2
Sharpe Ratio
0.55
0.55
0
0.5
1
1.5
1.5
Sortino Ratio
0.92
0.92
0
1
2
3
3
Jensen's Alpha
3.84
3.84
-2
0
2
4.5
4.5
Omega Ratio
1.3
1.3
0
1
1.5
2.5
2.5
Treynor Ratio
0.91
0.91
0
0.75
1.25
2
2
Information Ratio
0.35
0.35
0
0.3
0.6
1
1
Calmar Ratio
0.6
0.6
0
0.3
0.6
1
1
Beta
1.1
1.1
0
0.8
1.2
0
2
Sharpe Ratio
0.55
0.55
0
0.5
1
1.5
1.5
Sortino Ratio
0.92
0.92
0
1
2
3
3
Jensen's Alpha
3.84
3.84
-2
0
2
4.5
4.5
Omega Ratio
1.3
1.3
0
1
1.5
2.5
2.5
Treynor Ratio
0.91
0.91
0
0.75
1.25
2
2
Information Ratio
0.35
0.35
0
0.3
0.6
1
1
Calmar Ratio
0.6
0.6
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
38.72
High:
TSLA
382.29TSLALow:
SMT.L
5.59SMT.LDetails
PEG Ratio
140.75
High:
JPM
603.47JPMLow:SMT.L
3.01SMT.LDetails
Price/Book
7.51
High:
HD
22.27HDLow:SMT.L
1.18SMT.LDetails
Price/Sales
6.38
High:TSLA
15.13TSLALow:
LULU
1.32LULUDetails
Price/CF
12.44
High:TSLA
79.58TSLALow:
GS
2.27GSDetails
Price/FCF
17.02
High:
NOVO-B.CO
201.02NOVO-B.COLow:GS
2.44GSDetails
P/E Ratio
38.72
High:TSLA
382.29TSLALow:SMT.L
5.59SMT.LDetails
PEG Ratio
140.75
High:JPM
603.47JPMLow:SMT.L
3.01SMT.LDetails
Price/Book
7.51
High:HD
22.27HDLow:SMT.L
1.18SMT.LDetails
Price/Sales
6.38
High:TSLA
15.13TSLALow:LULU
1.32LULUDetails
Price/CF
12.44
High:TSLA
79.58TSLALow:GS
2.27GSDetails
Price/FCF
17.02
High:NOVO-B.CO
201.02NOVO-B.COLow:GS
2.44GSDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-24.18% | Feb 2022 | Jun 2023 | 16 |
-14.45% | Aug 2023 | Dec 2023 | 4 |
-11.86% | Oct 2025 | - | 9 |
-10.89% | Feb 2025 | Jun 2025 | 4 |
-4.21% | Jan 2024 | Feb 2024 | 1 |
-3.61% | Mar 2024 | May 2024 | 2 |
-2.89% | Oct 2024 | Nov 2024 | 1 |
-1.73% | Aug 2024 | Sep 2024 | 1 |
-1.49% | Dec 2024 | Jan 2025 | 1 |
-0.39% | Jul 2025 | Aug 2025 | 1 |