Loading...
+4.04%
This Month
+0.1%
Year To Date
-18.31%
2 Years
+25.16%
5 Years
+231.39%
10 Years
+20.24%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services83.86%
- 💻 Electronic Technology8.27%
- 🛠️ Producer Manufacturing3.72%
- 📊 ETFs3.47%
- 🪙 Cryptocurrencies0.67%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq55.91%
- 🇺🇸 NYSE28.96%
- 🇭🇰 Hong Kong Exchanges6.23%
- 🇬🇧 LSE3.47%
- 🇳🇱 Euronext Amsterdam3.42%
- 🇸🇪 Stockholm Stock Exchange1.34%
- 🌍 Digital Currency0.67%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States82.83%
- 🇨🇳 China6.23%
- 🇳🇱 Netherlands3.42%
- 🇫🇮 Finland2.05%
- 🇸🇪 Sweden1.34%
Dividends
Dividend Yield
0.49%
7 out of 17 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $SSTK (7.72%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 6.1/10
Beta
1.18
1.18
0
0.8
1.2
0
2
Sharpe Ratio
0.55
0.55
0
0.5
1
1.5
1.5
Sortino Ratio
1.15
1.15
0
1
2
3
3
Jensen's Alpha
7.07
7.07
-2
0
2
8
8
Omega Ratio
1.29
1.29
0
1
1.5
2.5
2.5
Treynor Ratio
1.45
1.45
0
0.75
1.25
2
2
Information Ratio
0.28
0.28
0
0.3
0.6
1
1
Calmar Ratio
0.32
0.32
0
0.3
0.6
1
1
Beta
1.18
1.18
0
0.8
1.2
0
2
Sharpe Ratio
0.55
0.55
0
0.5
1
1.5
1.5
Sortino Ratio
1.15
1.15
0
1
2
3
3
Jensen's Alpha
7.07
7.07
-2
0
2
8
8
Omega Ratio
1.29
1.29
0
1
1.5
2.5
2.5
Treynor Ratio
1.45
1.45
0
0.75
1.25
2
2
Information Ratio
0.28
0.28
0
0.3
0.6
1
1
Calmar Ratio
0.32
0.32
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
26.28
High:
NOW
68.2NOWLow:
ZS
-365.75ZSDetails
PEG Ratio
220.75
High:
ADSK
2,357.05ADSKLow:
1810.HK
13.991810.HKDetails
Price/Book
7.48
High:
WKL.NV
19.2WKL.NVLow:
GETY
0.59GETYDetails
Price/Sales
7.36
High:
FIG
14.4FIGLow:GETY
0.39GETYDetails
Price/CF
20.72
High:FIG
76.48FIGLow:
SSTK
4.07SSTKDetails
Price/FCF
39.24
High:
FLNC
80.18FLNCLow:SSTK
8.78SSTKDetails
P/E Ratio
26.28
High:NOW
68.2NOWLow:ZS
-365.75ZSDetails
PEG Ratio
220.75
High:ADSK
2,357.05ADSKLow:1810.HK
13.991810.HKDetails
Price/Book
7.48
High:WKL.NV
19.2WKL.NVLow:GETY
0.59GETYDetails
Price/Sales
7.36
High:FIG
14.4FIGLow:GETY
0.39GETYDetails
Price/CF
20.72
High:FIG
76.48FIGLow:SSTK
4.07SSTKDetails
Price/FCF
39.24
High:FLNC
80.18FLNCLow:SSTK
8.78SSTKDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-58.1% | Nov 2021 | Dec 2023 | 25 |
-35.7% | Feb 2025 | - | 14 |
-11.72% | Sep 2020 | Nov 2020 | 2 |
-8.85% | Feb 2021 | Oct 2021 | 8 |
-5.3% | Aug 2019 | Oct 2019 | 2 |
-3.43% | Feb 2020 | Apr 2020 | 2 |
-1.59% | Dec 2024 | Jan 2025 | 1 |