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+0.22%
This Month
+2.22%
Year To Date
+25.38%
2 Years
+63.55%
5 Years
+149.7%
10 Years
+15.77%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash21.07%
- 🪙 Cryptocurrencies17.33%
- 🖥️ Technology Services15.21%
- 📊 ETFs12.31%
- 🧬 Health Technology8.4%
- 🍞 Consumer Non Durables8.28%
- 🛍️ Retail Trade3.37%
- 🛠️ Producer Manufacturing3.37%
- 💇♀️ Consumer Services3.34%
- 🚗 Consumer Durables3.1%
- 💰 Finance2.61%
- 📦 Distribution Services2.39%
- ⚡ Utilities1.41%
- 💻 Electronic Technology1.35%
- 📡 Communications0.54%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq27.5%
- 🇺🇸 NYSE21.3%
- 🌍 Digital Currency17.33%
- 🇫🇷 Euronext Paris7.31%
- 🇳🇱 Euronext Amsterdam4.44%
- 🇬🇧 LSE3.94%
- 🇩🇰 Copenhagen Stock Exchange1.13%
- 🇳🇴 Oslo Stock Exchange0.07%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States39.69%
- 🇫🇷 France7.31%
- 🇳🇱 Netherlands4.44%
- 🇩🇰 Denmark1.13%
- 🇮🇱 Israel0.74%
- 🇳🇴 Norway0.07%
Dividends
Dividend Yield
0.56%
13 out of 24 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $PHIA.NV (3.76%)
Dividend Yield Breakdown
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 6.2/10
Beta
0.83
0.83
0
0.8
1.2
0
2
Sharpe Ratio
0.73
0.73
0
0.5
1
1.5
1.5
Sortino Ratio
1.28
1.28
0
1
2
3
3
Jensen's Alpha
3.15
3.15
-2
0
2
4.5
4.5
Omega Ratio
1.07
1.07
0
1
1.5
2.5
2.5
Treynor Ratio
1.33
1.33
0
0.75
1.25
2
2
Information Ratio
0.09
0.09
0
0.3
0.6
1
1
Calmar Ratio
0.47
0.47
0
0.3
0.6
1
1
Beta
0.83
0.83
0
0.8
1.2
0
2
Sharpe Ratio
0.73
0.73
0
0.5
1
1.5
1.5
Sortino Ratio
1.28
1.28
0
1
2
3
3
Jensen's Alpha
3.15
3.15
-2
0
2
4.5
4.5
Omega Ratio
1.07
1.07
0
1
1.5
2.5
2.5
Treynor Ratio
1.33
1.33
0
0.75
1.25
2
2
Information Ratio
0.09
0.09
0
0.3
0.6
1
1
Calmar Ratio
0.47
0.47
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
33.65
High:
TSLA
306.67TSLALow:
ASTS
-61.6ASTSDetails
PEG Ratio
1,780.48
High:
RMS.PA
9,248.58RMS.PALow:ASTS
-147.74ASTSDetails
Price/Book
9.67
High:
WKL.NV
23.97WKL.NVLow:
MCD
-104.27MCDDetails
Price/Sales
8.38
High:ASTS
1,129.25ASTSLow:
JBL
0.81JBLDetails
Price/CF
22.03
High:TSLA
99.57TSLALow:
NOVO-B.CO
12.38NOVO-B.CODetails
Price/FCF
60.56
High:
FAST
772.46FASTLow:
PHIA.NV
17.75PHIA.NVDetails
P/E Ratio
33.65
High:TSLA
306.67TSLALow:ASTS
-61.6ASTSDetails
PEG Ratio
1,780.48
High:RMS.PA
9,248.58RMS.PALow:ASTS
-147.74ASTSDetails
Price/Book
9.67
High:WKL.NV
23.97WKL.NVLow:MCD
-104.27MCDDetails
Price/Sales
8.38
High:ASTS
1,129.25ASTSLow:JBL
0.81JBLDetails
Price/CF
22.03
High:TSLA
99.57TSLALow:NOVO-B.CO
12.38NOVO-B.CODetails
Price/FCF
60.56
High:FAST
772.46FASTLow:PHIA.NV
17.75PHIA.NVDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-32.56% | Nov 2021 | Mar 2024 | 28 |
-15.48% | Dec 2024 | Jul 2025 | 7 |
-8.13% | Oct 2025 | - | 3 |
-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 |