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-1.6%
This Month
+1.73%
Year To Date
+46.12%
2 Years
+127.72%
5 Years
+122.18%
10 Years
+12.39%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🛍️ Retail Trade21.72%
- 🖥️ Technology Services20.96%
- 💰 Finance13.95%
- 🚗 Consumer Durables10.84%
- 🪙 Cryptocurrencies9.01%
- 💻 Electronic Technology8.83%
- 📊 ETFs7.16%
- 🧩 Miscellaneous2.55%
- 💇♀️ Consumer Services2.48%
- 💵 Cash2.38%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq51.28%
- 🇺🇸 NYSE15.08%
- 🌍 Digital Currency9.01%
- 🇩🇪 FRA8.58%
- 🇪🇸 Bolsa De Madrid8.26%
- 🇺🇸 OTC Markets Stock Exchange5.29%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States49.08%
- 🇩🇪 Germany8.58%
- 🇪🇸 Spain8.26%
- 🇮🇱 Israel7.57%
- 🇯🇵 Japan5.29%
Dividends
Dividend Yield
1.19%
9 out of 15 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $O (4.95%)
Performance Metrics
Score 6.1/10
Beta
0.7
0.7
0
0.8
1.2
0
2
Sharpe Ratio
0.67
0.67
0
0.5
1
1.5
1.5
Sortino Ratio
1.16
1.16
0
1
2
3
3
Jensen's Alpha
2.61
2.61
-2
0
2
4.5
4.5
Omega Ratio
0.93
0.93
0
1
1.5
2.5
2.5
Treynor Ratio
1.36
1.36
0
0.75
1.25
2
2
Information Ratio
-0.09
-0.09
-1
0.3
0.6
1
1
Calmar Ratio
0.6
0.6
0
0.3
0.6
1
1
Beta
0.7
0.7
0
0.8
1.2
0
2
Sharpe Ratio
0.67
0.67
0
0.5
1
1.5
1.5
Sortino Ratio
1.16
1.16
0
1
2
3
3
Jensen's Alpha
2.61
2.61
-2
0
2
4.5
4.5
Omega Ratio
0.93
0.93
0
1
1.5
2.5
2.5
Treynor Ratio
1.36
1.36
0
0.75
1.25
2
2
Information Ratio
-0.09
-0.09
-1
0.3
0.6
1
1
Calmar Ratio
0.6
0.6
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
33.34
High:
TSLA
372.52TSLALow:
ETOR
13.97ETORDetails
PEG Ratio
170.29
High:
O
494.14OLow:
NTDOY
33.16NTDOYDetails
Price/Book
11.47
High:
AAPL
46.4AAPLLow:
SBUX
-14.27SBUXDetails
Price/Sales
6.1
High:TSLA
14.74TSLALow:
ALV.DE
1.14ALV.DEDetails
Price/CF
21.39
High:TSLA
79.58TSLALow:ALV.DE
4.48ALV.DEDetails
Price/FCF
50
High:SBUX
1,256.06SBUXLow:ALV.DE
5.81ALV.DEDetails
P/E Ratio
33.34
High:TSLA
372.52TSLALow:ETOR
13.97ETORDetails
PEG Ratio
170.29
High:O
494.14OLow:NTDOY
33.16NTDOYDetails
Price/Book
11.47
High:AAPL
46.4AAPLLow:SBUX
-14.27SBUXDetails
Price/Sales
6.1
High:TSLA
14.74TSLALow:ALV.DE
1.14ALV.DEDetails
Price/CF
21.39
High:TSLA
79.58TSLALow:ALV.DE
4.48ALV.DEDetails
Price/FCF
50
High:SBUX
1,256.06SBUXLow:ALV.DE
5.81ALV.DEDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-19.49% | Nov 2019 | Jun 2021 | 19 |
-17.34% | Jan 2022 | May 2023 | 16 |
-9.32% | Feb 2025 | Aug 2025 | 6 |
-8.33% | Aug 2023 | Nov 2023 | 3 |
-6.73% | Jan 2026 | Apr 2026 | 3 |
-6.02% | Jun 2026 | - | 2 |
-2.04% | Jan 2024 | Mar 2024 | 2 |
-1.91% | Sep 2021 | Oct 2021 | 1 |
-1.89% | Jul 2021 | Aug 2021 | 1 |
-1.1% | Apr 2024 | May 2024 | 1 |
-0.92% | Oct 2024 | Nov 2024 | 1 |