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-2.05%
This Month
+0.87%
Year To Date
+4.83%
2 Years
+30.62%
5 Years
+30.62%
10 Years
+11.28%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs84.08%
- 💰 Finance15.68%
- 💵 Cash0.27%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE53.9%
- 🇺🇸 Nasdaq24.53%
- 🇩🇪 Xetra ETFs16.63%
- 🇬🇧 LSE4.71%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States10.97%
Dividends
Performance Metrics
Score 3.7/10
Beta
0.95
0.95
0
0.8
1.2
0
2
Sharpe Ratio
0.5
0.5
0
0.5
1
1.5
1.5
Sortino Ratio
0.81
0.81
0
1
2
3
3
Jensen's Alpha
-5.25
-5.25
-6
0
2
4.5
4.5
Omega Ratio
0.6
0.6
0
1
1.5
2.5
2.5
Treynor Ratio
0.65
0.65
0
0.75
1.25
2
2
Information Ratio
-0.64
-0.64
-1
0.3
0.6
1
1
Calmar Ratio
0.86
0.86
0
0.3
0.6
1
1
Beta
0.95
0.95
0
0.8
1.2
0
2
Sharpe Ratio
0.5
0.5
0
0.5
1
1.5
1.5
Sortino Ratio
0.81
0.81
0
1
2
3
3
Jensen's Alpha
-5.25
-5.25
-6
0
2
4.5
4.5
Omega Ratio
0.6
0.6
0
1
1.5
2.5
2.5
Treynor Ratio
0.65
0.65
0
0.75
1.25
2
2
Information Ratio
-0.64
-0.64
-1
0.3
0.6
1
1
Calmar Ratio
0.86
0.86
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
13.68
High:
APLE
16.85APLELow:
MSDL
9.03MSDLDetails
PEG Ratio
N/A
Details
Price/Book
0.87
High:APLE
0.93APLELow:MSDL
0.74MSDLDetails
Price/Sales
2.3
High:MSDL
3.22MSDLLow:APLE
2.08APLEDetails
Price/CF
7.8
High:MSDL
8.51MSDLLow:APLE
7.57APLEDetails
Price/FCF
66.09
High:APLE
66.09APLELow:APLE
66.09APLEDetails
P/E Ratio
13.68
High:APLE
16.85APLELow:MSDL
9.03MSDLDetails
PEG Ratio
N/A
Details
Price/Book
0.87
High:APLE
0.93APLELow:MSDL
0.74MSDLDetails
Price/Sales
2.3
High:MSDL
3.22MSDLLow:APLE
2.08APLEDetails
Price/CF
7.8
High:MSDL
8.51MSDLLow:APLE
7.57APLEDetails
Price/FCF
66.09
High:APLE
66.09APLELow:APLE
66.09APLEDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-13.32% | Feb 2025 | Jan 2026 | 11 |
-9.52% | Sep 2023 | Nov 2023 | 2 |
-6.68% | Apr 2024 | Jun 2024 | 2 |
-2.79% | Oct 2024 | Nov 2024 | 1 |
-2.05% | Mar 2026 | - | 1 |
-1.34% | Jul 2024 | Aug 2024 | 1 |
-1.31% | Dec 2024 | Jan 2025 | 1 |