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-2.57%
This Month
-3.05%
Year To Date
+56.11%
2 Years
+134.45%
5 Years
+111.75%
10 Years
+12.23%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services27.29%
- 🛍️ Retail Trade18.57%
- 💰 Finance18.09%
- 🚗 Consumer Durables13.37%
- 💻 Electronic Technology9.74%
- 📊 ETFs4.12%
- 💇♀️ Consumer Services3.89%
- 💵 Cash2.56%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq66.54%
- 🇺🇸 NYSE12.44%
- 🇩🇪 FRA9.78%
- 🇪🇸 Bolsa De Madrid6.32%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States67.8%
- 🇩🇪 Germany9.78%
- 🇮🇱 Israel7.05%
- 🇪🇸 Spain6.32%
Dividends
Dividend Yield
1.32%
8 out of 13 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $O (4.92%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 6.1/10
Beta
0.66
0.66
0
0.8
1.2
0
2
Sharpe Ratio
0.66
0.66
0
0.5
1
1.5
1.5
Sortino Ratio
1.12
1.12
0
1
2
3
3
Jensen's Alpha
2.81
2.81
-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
-0.1
-0.1
-1
0.3
0.6
1
1
Calmar Ratio
0.58
0.58
0
0.3
0.6
1
1
Beta
0.66
0.66
0
0.8
1.2
0
2
Sharpe Ratio
0.66
0.66
0
0.5
1
1.5
1.5
Sortino Ratio
1.12
1.12
0
1
2
3
3
Jensen's Alpha
2.81
2.81
-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
-0.1
-0.1
-1
0.3
0.6
1
1
Calmar Ratio
0.58
0.58
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
33.45
High:
TSLA
377.27TSLALow:
ETOR
11.96ETORDetails
PEG Ratio
172.24
High:
ITX.MC
510.96ITX.MCLow:
ALV.DE
78.13ALV.DEDetails
Price/Book
10.52
High:
AAPL
43.77AAPLLow:
SBUX
-13.19SBUXDetails
Price/Sales
6.28
High:TSLA
15.15TSLALow:ALV.DE
0.74ALV.DEDetails
Price/CF
24.19
High:TSLA
107.92TSLALow:ALV.DE
2.73ALV.DEDetails
Price/FCF
55.14
High:SBUX
1,256.06SBUXLow:ALV.DE
3.38ALV.DEDetails
P/E Ratio
33.45
High:TSLA
377.27TSLALow:ETOR
11.96ETORDetails
PEG Ratio
172.24
High:ITX.MC
510.96ITX.MCLow:ALV.DE
78.13ALV.DEDetails
Price/Book
10.52
High:AAPL
43.77AAPLLow:SBUX
-13.19SBUXDetails
Price/Sales
6.28
High:TSLA
15.15TSLALow:ALV.DE
0.74ALV.DEDetails
Price/CF
24.19
High:TSLA
107.92TSLALow:ALV.DE
2.73ALV.DEDetails
Price/FCF
55.14
High:SBUX
1,256.06SBUXLow:ALV.DE
3.38ALV.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 |
-3.05% | Jan 2026 | - | 3 |
-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 |