Loading...
-4.16%
This Month
-7.18%
Year To Date
+42.98%
2 Years
+72.08%
5 Years
+72.08%
10 Years
+13.62%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs42.02%
- 🍞 Consumer Non Durables14.97%
- 🚗 Consumer Durables14%
- 💰 Finance9.34%
- 🪙 Cryptocurrencies8.03%
- 🛍️ Retail Trade5.85%
- 🧬 Health Technology3.34%
- 🧩 Miscellaneous2.44%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE59.93%
- 🇺🇸 Nasdaq22.19%
- 🌍 Digital Currency8.03%
- 🇺🇸 Chicago Board Options Exchange4.06%
- 🇩🇰 Copenhagen Stock Exchange3.34%
- 🇬🇧 LSE2.44%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States27.74%
- 🇨🇦 Canada9.65%
- 🇨🇭 Switzerland5.32%
- 🇩🇰 Denmark3.34%
- 🇬🇧 United Kingdom2.44%
- 🇯🇵 Japan1.46%
Dividends
Dividend Yield
0.49%
6 out of 20 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $NOVO-B.CO (4.69%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 6.2/10
Beta
1.1
1.1
0
0.8
1.2
0
2
Sharpe Ratio
0.58
0.58
0
0.5
1
1.5
1.5
Sortino Ratio
0.99
0.99
0
1
2
3
3
Jensen's Alpha
5.23
5.23
-2
0
2
6
6
Omega Ratio
1.4
1.4
0
1
1.5
2.5
2.5
Treynor Ratio
0.94
0.94
0
0.75
1.25
2
2
Information Ratio
0.45
0.45
0
0.3
0.6
1
1
Calmar Ratio
0.62
0.62
0
0.3
0.6
1
1
Beta
1.1
1.1
0
0.8
1.2
0
2
Sharpe Ratio
0.58
0.58
0
0.5
1
1.5
1.5
Sortino Ratio
0.99
0.99
0
1
2
3
3
Jensen's Alpha
5.23
5.23
-2
0
2
6
6
Omega Ratio
1.4
1.4
0
1
1.5
2.5
2.5
Treynor Ratio
0.94
0.94
0
0.75
1.25
2
2
Information Ratio
0.45
0.45
0
0.3
0.6
1
1
Calmar Ratio
0.62
0.62
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
51.61
High:
TSLA
377.27TSLALow:
SMT.L
3.9SMT.LDetails
PEG Ratio
434.13
High:
JPM
1,118.42JPMLow:SMT.L
3.27SMT.LDetails
Price/Book
8.12
High:
HD
30.31HDLow:SMT.L
0.97SMT.LDetails
Price/Sales
6.25
High:TSLA
15.15TSLALow:
LULU
1.85LULUDetails
Price/CF
31.62
High:TSLA
107.92TSLALow:JPM
8.75JPMDetails
Price/FCF
51.48
High:TSLA
255.88TSLALow:JPM
10.48JPMDetails
P/E Ratio
51.61
High:TSLA
377.27TSLALow:SMT.L
3.9SMT.LDetails
PEG Ratio
434.13
High:JPM
1,118.42JPMLow:SMT.L
3.27SMT.LDetails
Price/Book
8.12
High:HD
30.31HDLow:SMT.L
0.97SMT.LDetails
Price/Sales
6.25
High:TSLA
15.15TSLALow:LULU
1.85LULUDetails
Price/CF
31.62
High:TSLA
107.92TSLALow:JPM
8.75JPMDetails
Price/FCF
51.48
High:TSLA
255.88TSLALow:JPM
10.48JPMDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-24.18% | Feb 2022 | Jun 2023 | 16 |
-14.45% | Aug 2023 | Dec 2023 | 4 |
-10.89% | Feb 2025 | Jun 2025 | 4 |
-7.44% | Oct 2025 | - | 6 |
-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 |