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+1.36%
This Month
+1.36%
Year To Date
+70.72%
2 Years
+108.94%
5 Years
+201.82%
10 Years
+19.06%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies19.25%
- 💻 Electronic Technology16.87%
- 🖥️ Technology Services14.81%
- 🛠️ Producer Manufacturing7.5%
- 🪨 Non Energy Minerals7.47%
- 💰 Finance7.39%
- 🛍️ Retail Trade7.2%
- ⚡ Utilities6.4%
- 💵 Cash4.5%
- 🌾 Commodities4.35%
- 🍞 Consumer Non Durables2.04%
- 🧬 Health Technology1.99%
- 🚗 Consumer Durables1.76%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq29.81%
- 🌍 Digital Currency19.25%
- 🇺🇸 NYSE13.44%
- 🇭🇰 Hong Kong Exchanges11.35%
- 🇩🇪 FRA9.03%
- 🇬🇧 LSE7.82%
- 🌍 Commodity4.35%
- 🇫🇷 Euronext Paris1.99%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States39%
- 🇨🇳 China12.72%
- 🇩🇪 Germany9.03%
- 🇬🇧 United Kingdom4.59%
- 🇨🇦 Canada2.88%
- 🇫🇷 France1.99%
Dividends
Dividend Yield
0.57%
11 out of 20 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $RIO.L (4.3%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 6.4/10
Beta
0.88
0.88
0
0.8
1.2
0
2
Sharpe Ratio
0.75
0.75
0
0.5
1
1.5
1.5
Sortino Ratio
1.24
1.24
0
1
2
3
3
Jensen's Alpha
5.16
5.16
-2
0
2
6
6
Omega Ratio
1.19
1.19
0
1
1.5
2.5
2.5
Treynor Ratio
1.5
1.5
0
0.75
1.25
2
2
Information Ratio
0.24
0.24
0
0.3
0.6
1
1
Calmar Ratio
0.44
0.44
0
0.3
0.6
1
1
Beta
0.88
0.88
0
0.8
1.2
0
2
Sharpe Ratio
0.75
0.75
0
0.5
1
1.5
1.5
Sortino Ratio
1.24
1.24
0
1
2
3
3
Jensen's Alpha
5.16
5.16
-2
0
2
6
6
Omega Ratio
1.19
1.19
0
1
1.5
2.5
2.5
Treynor Ratio
1.5
1.5
0
0.75
1.25
2
2
Information Ratio
0.24
0.24
0
0.3
0.6
1
1
Calmar Ratio
0.44
0.44
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
32.55
High:
RHM.DE
100.5RHM.DELow:
VLA.PA
-7.05VLA.PADetails
PEG Ratio
87.2
High:RHM.DE
222.35RHM.DELow:
ADS.DE
11.96ADS.DEDetails
Price/Book
8.4
High:
NVDA
36.4NVDALow:
BRK.B
1.5BRK.BDetails
Price/Sales
8.69
High:NVDA
23.3NVDALow:
CON.DE
0.52CON.DEDetails
Price/CF
25.67
High:RHM.DE
91.83RHM.DELow:CON.DE
3.53CON.DEDetails
Price/FCF
54.48
High:RHM.DE
5,198.92RHM.DELow:CON.DE
9.11CON.DEDetails
P/E Ratio
32.55
High:RHM.DE
100.5RHM.DELow:VLA.PA
-7.05VLA.PADetails
PEG Ratio
87.2
High:RHM.DE
222.35RHM.DELow:ADS.DE
11.96ADS.DEDetails
Price/Book
8.4
High:NVDA
36.4NVDALow:BRK.B
1.5BRK.BDetails
Price/Sales
8.69
High:NVDA
23.3NVDALow:CON.DE
0.52CON.DEDetails
Price/CF
25.67
High:RHM.DE
91.83RHM.DELow:CON.DE
3.53CON.DEDetails
Price/FCF
54.48
High:RHM.DE
5,198.92RHM.DELow:CON.DE
9.11CON.DEDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-39.91% | Dec 2021 | Feb 2024 | 26 |
-20.73% | Feb 2020 | Nov 2020 | 9 |
-9.41% | May 2021 | Aug 2021 | 3 |
-7.64% | Feb 2025 | May 2025 | 3 |
-5.84% | Sep 2021 | Oct 2021 | 1 |
-5.75% | Oct 2025 | - | 4 |
-3.93% | Apr 2024 | May 2024 | 1 |
-0.99% | Jun 2024 | Sep 2024 | 3 |
-0.74% | Aug 2025 | Sep 2025 | 1 |
-0.65% | Dec 2024 | Jan 2025 | 1 |
-0.05% | Oct 2019 | Nov 2019 | 1 |