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-1.74%
This Month
-8.05%
Year To Date
+119.65%
2 Years
+248.16%
5 Years
+286.12%
10 Years
+29.35%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology45.09%
- 🖥️ Technology Services14.02%
- 🪙 Cryptocurrencies11.95%
- 🚚 Transportation5.96%
- 💇♀️ Consumer Services4.23%
- ❓ Other3.79%
- 🛍️ Retail Trade3.68%
- 🚗 Consumer Durables3.49%
- 🍞 Consumer Non Durables2.88%
- 💵 Cash2.45%
- 🏥 Health Services1.84%
- 💼 Commercial Services1.2%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq54.64%
- 🇺🇸 NYSE26.28%
- 🌍 Digital Currency11.95%
- Regular Trading Hours - RTH3.79%
- 🇬🇧 LSE1.48%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States68.5%
- 🇧🇪 Belgium3.35%
- 🇳🇱 Netherlands2.83%
- 🇮🇪 Ireland2.37%
- 🇨🇳 China2.11%
- 🇮🇱 Israel1.75%
- 🇬🇧 United Kingdom1.48%
Dividends
Dividend Yield
0.19%
5 out of 32 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $EZJ.L (3.11%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 7.6/10
Beta
0.86
0.86
0
0.8
1.2
0
2
Sharpe Ratio
0.75
0.75
0
0.5
1
1.5
1.5
Sortino Ratio
1.48
1.48
0
1
2
3
3
Jensen's Alpha
26.3
26.3
-2
0
2
27
27
Omega Ratio
1.51
1.51
0
1
1.5
2.5
2.5
Treynor Ratio
3.14
3.14
0
0.75
1.25
4
4
Information Ratio
0.53
0.53
0
0.3
0.6
1
1
Calmar Ratio
1.13
1.13
0
0.3
0.6
2
2
Beta
0.86
0.86
0
0.8
1.2
0
2
Sharpe Ratio
0.75
0.75
0
0.5
1
1.5
1.5
Sortino Ratio
1.48
1.48
0
1
2
3
3
Jensen's Alpha
26.3
26.3
-2
0
2
27
27
Omega Ratio
1.51
1.51
0
1
1.5
2.5
2.5
Treynor Ratio
3.14
3.14
0
0.75
1.25
4
4
Information Ratio
0.53
0.53
0
0.3
0.6
1
1
Calmar Ratio
1.13
1.13
0
0.3
0.6
2
2
Portfolio Valuation
Based on current positions
P/E Ratio
38.01
High:
AMD
76.4AMDLow:
LYV
-675.35LYVDetails
PEG Ratio
239.21
High:
ADSK
2,357.05ADSKLow:
SOUN
-30.2SOUNDetails
Price/Book
6.6
High:LYV
137.81LYVLow:
EZJ.L
0.93EZJ.LDetails
Price/Sales
3.95
High:
RGTI
770.27RGTILow:EZJ.L
0.33EZJ.LDetails
Price/CF
19.86
High:
XMTR
501.1XMTRLow:EZJ.L
2.05EZJ.LDetails
Price/FCF
90.11
High:
AMZN
325.85AMZNLow:EZJ.L
4.94EZJ.LDetails
P/E Ratio
38.01
High:AMD
76.4AMDLow:LYV
-675.35LYVDetails
PEG Ratio
239.21
High:ADSK
2,357.05ADSKLow:SOUN
-30.2SOUNDetails
Price/Book
6.6
High:LYV
137.81LYVLow:EZJ.L
0.93EZJ.LDetails
Price/Sales
3.95
High:RGTI
770.27RGTILow:EZJ.L
0.33EZJ.LDetails
Price/CF
19.86
High:XMTR
501.1XMTRLow:EZJ.L
2.05EZJ.LDetails
Price/FCF
90.11
High:AMZN
325.85AMZNLow:EZJ.L
4.94EZJ.LDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-27.27% | Nov 2025 | - | 5 |
-26.92% | Jan 2025 | Jul 2025 | 6 |
-26.73% | Aug 2023 | Nov 2024 | 15 |
-24.55% | Dec 2021 | May 2023 | 17 |
-12.06% | Sep 2021 | Oct 2021 | 1 |
-10.77% | Jul 2021 | Aug 2021 | 1 |
-7.11% | Mar 2021 | Jun 2021 | 3 |