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-2.43%
This Month
-7.34%
Year To Date
+3.07%
2 Years
+37.19%
5 Years
+128.44%
10 Years
+13.55%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash32.27%
- 🖥️ Technology Services15.07%
- 📊 ETFs10.08%
- 🪙 Cryptocurrencies9.71%
- 🧬 Health Technology8.97%
- 🍞 Consumer Non Durables6.47%
- 🛠️ Producer Manufacturing4.14%
- 💇♀️ Consumer Services3.69%
- 📦 Distribution Services2.86%
- 🚗 Consumer Durables2.83%
- 💰 Finance2.58%
- ⚡ Utilities2.3%
- 🚚 Transportation1.59%
- 💻 Electronic Technology1.11%
- 📡 Communications0.76%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq24.74%
- 🇺🇸 NYSE22.58%
- 🌍 Digital Currency9.71%
- 🇫🇷 Euronext Paris5.5%
- 🇳🇱 Euronext Amsterdam4.43%
- 🇬🇧 LSE4.2%
- 🇩🇰 Copenhagen Stock Exchange0.94%
- 🇳🇴 Oslo Stock Exchange0.06%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States40.48%
- 🇫🇷 France5.5%
- 🇳🇱 Netherlands4.43%
- 🇮🇱 Israel0.96%
- 🇩🇰 Denmark0.94%
- 🇳🇴 Norway0.06%
Dividends
Dividend Yield
0.57%
14 out of 25 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $NOVO-B.CO (4.69%)
Dividend Yield Breakdown
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 5.8/10
Beta
0.84
0.84
0
0.8
1.2
0
2
Sharpe Ratio
0.65
0.65
0
0.5
1
1.5
1.5
Sortino Ratio
1.13
1.13
0
1
2
3
3
Jensen's Alpha
1.89
1.89
-2
0
2
4.5
4.5
Omega Ratio
1
1
0
1
1.5
2.5
2.5
Treynor Ratio
1.17
1.17
0
0.75
1.25
2
2
Information Ratio
0
0
-1
0.3
0.6
1
1
Calmar Ratio
0.42
0.42
0
0.3
0.6
1
1
Beta
0.84
0.84
0
0.8
1.2
0
2
Sharpe Ratio
0.65
0.65
0
0.5
1
1.5
1.5
Sortino Ratio
1.13
1.13
0
1
2
3
3
Jensen's Alpha
1.89
1.89
-2
0
2
4.5
4.5
Omega Ratio
1
1
0
1
1.5
2.5
2.5
Treynor Ratio
1.17
1.17
0
0.75
1.25
2
2
Information Ratio
0
0
-1
0.3
0.6
1
1
Calmar Ratio
0.42
0.42
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
29.81
High:
TSLA
377.27TSLALow:
EL
-198.3ELDetails
PEG Ratio
219.87
High:
NOVO-B.CO
684.96NOVO-B.COLow:EL
-266.02ELDetails
Price/Book
9.2
High:
VST
21.07VSTLow:
MCD
-131.7MCDDetails
Price/Sales
9.27
High:
ASTS
420.27ASTSLow:
JBL
0.89JBLDetails
Price/CF
24.84
High:TSLA
107.92TSLALow:
WKL.NV
11.97WKL.NVDetails
Price/FCF
65.23
High:
FAST
995.12FASTLow:
UBER
17.63UBERDetails
P/E Ratio
29.81
High:TSLA
377.27TSLALow:EL
-198.3ELDetails
PEG Ratio
219.87
High:NOVO-B.CO
684.96NOVO-B.COLow:EL
-266.02ELDetails
Price/Book
9.2
High:VST
21.07VSTLow:MCD
-131.7MCDDetails
Price/Sales
9.27
High:ASTS
420.27ASTSLow:JBL
0.89JBLDetails
Price/CF
24.84
High:TSLA
107.92TSLALow:WKL.NV
11.97WKL.NVDetails
Price/FCF
65.23
High:FAST
995.12FASTLow:UBER
17.63UBERDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-32.56% | Nov 2021 | Mar 2024 | 28 |
-15.77% | Oct 2025 | - | 6 |
-15.48% | Dec 2024 | Jul 2025 | 7 |
-7.47% | Sep 2021 | Oct 2021 | 1 |
-4.95% | Feb 2020 | Apr 2020 | 2 |
-4.02% | Apr 2024 | Jul 2024 | 3 |
-3.17% | Sep 2020 | Nov 2020 | 2 |
-3.01% | Aug 2019 | Oct 2019 | 2 |
-2.03% | Oct 2024 | Nov 2024 | 1 |
-0.31% | Jan 2021 | Feb 2021 | 1 |