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-0.22%
This Month
+0.28%
Year To Date
+10.96%
2 Years
+10.96%
5 Years
+10.96%
10 Years
+6.79%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs91.69%
- 💵 Cash8.34%
Exchanges Breakdown
- Exchange
- Total
- 🇩🇪 Xetra ETFs91.69%
Countries Breakdown
- Country
- Total
Dividends
Dividend Yield
0%
0 out of 12 instruments pay dividend.
0 dividend payments in the next 30 days.
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 5.8/10
Beta
0.07
0.07
0
0.8
1.2
0
2
Sharpe Ratio
0.72
0.72
0
0.5
1
1.5
1.5
Sortino Ratio
1.04
1.04
0
1
2
3
3
Jensen's Alpha
0.76
0.76
-2
0
2
4.5
4.5
Omega Ratio
0.49
0.49
0
1
1.5
2.5
2.5
Treynor Ratio
1.87
1.87
0
0.75
1.25
2
2
Information Ratio
-1
-1
-1
0.3
0.6
1
1
Calmar Ratio
4.12
4.12
0
0.3
0.6
5
5
Beta
0.07
0.07
0
0.8
1.2
0
2
Sharpe Ratio
0.72
0.72
0
0.5
1
1.5
1.5
Sortino Ratio
1.04
1.04
0
1
2
3
3
Jensen's Alpha
0.76
0.76
-2
0
2
4.5
4.5
Omega Ratio
0.49
0.49
0
1
1.5
2.5
2.5
Treynor Ratio
1.87
1.87
0
0.75
1.25
2
2
Information Ratio
-1
-1
-1
0.3
0.6
1
1
Calmar Ratio
4.12
4.12
0
0.3
0.6
5
5
Portfolio Valuation
Based on current positions
P/E Ratio
N/A
Details
PEG Ratio
N/A
Details
Price/Book
N/A
Details
Price/Sales
N/A
Details
Price/CF
N/A
Details
Price/FCF
N/A
Details
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-1.45% | Dec 2024 | Feb 2025 | 2 |
-0.72% | Mar 2026 | - | 2 |
-0.38% | Jul 2025 | Aug 2025 | 1 |
-0.31% | Oct 2024 | Nov 2024 | 1 |