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-0.34%
This Month
+10.64%
Year To Date
+52.34%
2 Years
+106.91%
5 Years
+170.28%
10 Years
+18.02%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies28.29%
- 💵 Cash18.09%
- 🖥️ Technology Services12.18%
- 📊 ETFs10.71%
- 🍞 Consumer Non Durables8.67%
- 🧬 Health Technology6.01%
- 🛍️ Retail Trade3.21%
- 🛠️ Producer Manufacturing3.08%
- 💇♀️ Consumer Services3.03%
- 📡 Communications2.49%
- 📦 Distribution Services2.48%
- 💰 Finance2.36%
- 🚗 Consumer Durables2.09%
- ⚡ Utilities1.4%
- 💻 Electronic Technology1%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency28.29%
- 🇺🇸 Nasdaq24.15%
- 🇺🇸 NYSE20.23%
- 🇫🇷 Euronext Paris6.32%
- 🇳🇱 Euronext Amsterdam4.55%
- 🇬🇧 LSE3.39%
- 🇳🇴 Oslo Stock Exchange0.06%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States36.26%
- 🇫🇷 France6.32%
- 🇳🇱 Netherlands4.55%
- 🇮🇱 Israel0.8%
- 🇳🇴 Norway0.06%
Dividends
Dividend Yield
0.61%
13 out of 24 instruments pay dividend.
6 dividend payments in the next 30 days.
Highest Dividend: $PHIA.NV (3.58%)
Performance Metrics
Score 6.8/10
Beta
0.84
0.84
0
0.8
1.2
0
2
Sharpe Ratio
0.84
0.84
0
0.5
1
1.5
1.5
Sortino Ratio
1.5
1.5
0
1
2
3
3
Jensen's Alpha
5.52
5.52
-2
0
2
6
6
Omega Ratio
1.26
1.26
0
1
1.5
2.5
2.5
Treynor Ratio
1.53
1.53
0
0.75
1.25
2
2
Information Ratio
0.29
0.29
0
0.3
0.6
1
1
Calmar Ratio
0.54
0.54
0
0.3
0.6
1
1
Beta
0.84
0.84
0
0.8
1.2
0
2
Sharpe Ratio
0.84
0.84
0
0.5
1
1.5
1.5
Sortino Ratio
1.5
1.5
0
1
2
3
3
Jensen's Alpha
5.52
5.52
-2
0
2
6
6
Omega Ratio
1.26
1.26
0
1
1.5
2.5
2.5
Treynor Ratio
1.53
1.53
0
0.75
1.25
2
2
Information Ratio
0.29
0.29
0
0.3
0.6
1
1
Calmar Ratio
0.54
0.54
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
31.15
High:
TSLA
196.04TSLALow:
PHIA.NV
-31.52PHIA.NVDetails
PEG Ratio
1,792.37
High:
RMS.PA
8,677.2RMS.PALow:
NEL.OL
-74.81NEL.OLDetails
Price/Book
8.82
High:
WKL.NV
28.23WKL.NVLow:
MCD
-81.96MCDDetails
Price/Sales
7.23
High:
ASTS
2,070.63ASTSLow:
JBL
0.8JBLDetails
Price/CF
20.35
High:
SEDG
103.23SEDGLow:JBL
11.57JBLDetails
Price/FCF
57.27
High:
FAST
772.46FASTLow:JBL
16.31JBLDetails
P/E Ratio
31.15
High:TSLA
196.04TSLALow:PHIA.NV
-31.52PHIA.NVDetails
PEG Ratio
1,792.37
High:RMS.PA
8,677.2RMS.PALow:NEL.OL
-74.81NEL.OLDetails
Price/Book
8.82
High:WKL.NV
28.23WKL.NVLow:MCD
-81.96MCDDetails
Price/Sales
7.23
High:ASTS
2,070.63ASTSLow:JBL
0.8JBLDetails
Price/CF
20.35
High:SEDG
103.23SEDGLow:JBL
11.57JBLDetails
Price/FCF
57.27
High:FAST
772.46FASTLow:JBL
16.31JBLDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-32.56% | Nov 2021 | Mar 2024 | 28 |
-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 |
-0.34% | Sep 2025 | - | 1 |
-0.31% | Jan 2021 | Feb 2021 | 1 |