-0.03%
Today
-6.27%
This Month
-3.73%
Year To Date
+132.99%
2 Years
+37.55%
5 Years
+9.54%
Annualized
- stefanbc_03
- S&P 500
- + Add Benchmark
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services41.63%
- 💻 Electronic Technology31.07%
- 🍞 Consumer Non Durables17.86%
- 💰 Finance9.36%
- 💵 Cash0.1%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq72.7%
- 🇫🇷 Euronext Paris11.8%
- 🇺🇸 NYSE9.36%
- 🇮🇹 Borsa Italiana6.06%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States69.05%
- 🇳🇱 Netherlands13.01%
- 🇫🇷 France11.8%
- 🇮🇹 Italy6.06%
Dividends
Dividend Yield
1.06%
10 out of 11 instruments pay dividend.
5 dividend payments in the next 30 days.
Highest Dividend: $O (5.58%)
Performance Metrics
Score 5.1/10
Beta
0.95
0.95
0
0.8
1.2
0
2
Sharpe Ratio
0.38
0.38
0
0.5
1
1.5
1.5
Sortino Ratio
0.61
0.61
0
1
2
3
3
Jensen's Alpha
2.23
2.23
-2
0
2
4.5
4.5
Omega Ratio
1.06
1.06
0
1
1.5
2.5
2.5
Treynor Ratio
0.9
0.9
0
0.75
1.25
2
2
Information Ratio
0.08
0.08
0
0.3
0.6
1
1
Calmar Ratio
0.21
0.21
0
0.3
0.6
1
1
Beta
0.95
0.95
0
0.8
1.2
0
2
Sharpe Ratio
0.38
0.38
0
0.5
1
1.5
1.5
Sortino Ratio
0.61
0.61
0
1
2
3
3
Jensen's Alpha
2.23
2.23
-2
0
2
4.5
4.5
Omega Ratio
1.06
1.06
0
1
1.5
2.5
2.5
Treynor Ratio
0.9
0.9
0
0.75
1.25
2
2
Information Ratio
0.08
0.08
0
0.3
0.6
1
1
Calmar Ratio
0.21
0.21
0
0.3
0.6
1
1
Drawdowns
- stefanbc_03
- S&P 500
- + Add Benchmark
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-49.95% | May 2021 | Jan 2024 | 32 |
-10.44% | Feb 2025 | - | 2 |
-6.92% | Apr 2024 | May 2024 | 1 |
-6.08% | Jul 2024 | Sep 2024 | 2 |
-0.72% | Oct 2024 | Dec 2024 | 2 |