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-1.88%
This Month
-1.88%
Year To Date
+49.13%
2 Years
+219.39%
5 Years
+824.53%
10 Years
+42.07%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash36.09%
- 📊 ETFs34.06%
- 🚗 Consumer Durables14.53%
- 💼 Commercial Services12.82%
- 🖥️ Technology Services1.39%
- 🍞 Consumer Non Durables1.15%
- 💰 Finance0.75%
- 🪙 Cryptocurrencies0.02%
- ❓ Other0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq34.1%
- 🇺🇸 NYSE14.92%
- 🇩🇪 FRA14.53%
- 🇩🇪 Xetra ETFs1.14%
- 🌍 Digital Currency0.02%
- 🇭🇰 Hong Kong Exchanges0.01%
- 🇬🇧 LSE0%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States16.11%
- 🇩🇪 Germany14.53%
- 🇨🇳 China0.01%
Dividends
Dividend Yield
1%
4 out of 13 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $VOW.DE (6.41%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 8.3/10
Beta
0.94
0.94
0
0.8
1.2
0
2
Sharpe Ratio
0.98
0.98
0
0.5
1
1.5
1.5
Sortino Ratio
2.53
2.53
0
1
2
3
3
Jensen's Alpha
28.2
28.2
-2
0
2
29
29
Omega Ratio
1.88
1.88
0
1
1.5
2.5
2.5
Treynor Ratio
3.25
3.25
0
0.75
1.25
4
4
Information Ratio
0.72
0.72
0
0.3
0.6
1
1
Calmar Ratio
0.95
0.95
0
0.3
0.6
1
1
Beta
0.94
0.94
0
0.8
1.2
0
2
Sharpe Ratio
0.98
0.98
0
0.5
1
1.5
1.5
Sortino Ratio
2.53
2.53
0
1
2
3
3
Jensen's Alpha
28.2
28.2
-2
0
2
29
29
Omega Ratio
1.88
1.88
0
1
1.5
2.5
2.5
Treynor Ratio
3.25
3.25
0
0.75
1.25
4
4
Information Ratio
0.72
0.72
0
0.3
0.6
1
1
Calmar Ratio
0.95
0.95
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
11.18
High:
NKE
37.31NKELow:
03690.HK
-257.5403690.HKDetails
PEG Ratio
111.31
High:
V
1,166.53VLow:
ADBE
50.76ADBEDetails
Price/Book
0.7
High:V
16.81VLow:
VOW.DE
0.29VOW.DEDetails
Price/Sales
0.37
High:V
15.84VLow:VOW.DE
0.15VOW.DEDetails
Price/CF
6.02
High:03690.HK
64.3903690.HKLow:VOW.DE
3.05VOW.DEDetails
Price/FCF
17.24
High:NKE
947.69NKELow:
PYPL
11.57PYPLDetails
P/E Ratio
11.18
High:NKE
37.31NKELow:03690.HK
-257.5403690.HKDetails
PEG Ratio
111.31
High:V
1,166.53VLow:ADBE
50.76ADBEDetails
Price/Book
0.7
High:V
16.81VLow:VOW.DE
0.29VOW.DEDetails
Price/Sales
0.37
High:V
15.84VLow:VOW.DE
0.15VOW.DEDetails
Price/CF
6.02
High:03690.HK
64.3903690.HKLow:VOW.DE
3.05VOW.DEDetails
Price/FCF
17.24
High:NKE
947.69NKELow:PYPL
11.57PYPLDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-40.95% | Jul 2019 | Jul 2020 | 12 |
-8.33% | Nov 2021 | Nov 2022 | 12 |
-8.26% | Sep 2020 | Oct 2020 | 1 |
-4.86% | Sep 2023 | Nov 2023 | 2 |
-4.66% | Jun 2024 | Sep 2024 | 3 |
-2.23% | Dec 2025 | - | 2 |
-1.95% | Jan 2024 | Apr 2024 | 3 |
-1.29% | Mar 2025 | Apr 2025 | 1 |
-1.15% | May 2025 | Jun 2025 | 1 |
-0.84% | Sep 2021 | Oct 2021 | 1 |
-0.38% | Jun 2021 | Aug 2021 | 2 |
-0.11% | Jun 2023 | Jul 2023 | 1 |
-0.02% | Dec 2020 | Jan 2021 | 1 |