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-0.13%
Today
+0.01%
This Month
+14.27%
Year To Date
+32.94%
2 Years
+497.19%
5 Years
+43.13%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs32.08%
- 💵 Cash25.05%
- 🚗 Consumer Durables23.32%
- 🖥️ Technology Services20.48%
- 🛠️ Producer Manufacturing0.31%
- 🪙 Cryptocurrencies0.04%
- 🚚 Transportation0.01%
- 🍞 Consumer Non Durables0.01%
- ❓ Other0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq40.97%
- 🇩🇪 FRA19.11%
- 🇺🇸 NYSE11.91%
- 🇨🇭 SIX4.21%
- 🌍 Digital Currency0.04%
- 🇭🇰 Hong Kong Exchanges0.01%
- 🇬🇧 LSE0%
Countries Breakdown
- Country
- Total
- 🇨🇳 China19.8%
- 🇩🇪 Germany19.11%
- 🇨🇭 Switzerland4.21%
- 🇺🇸 United States1%
Dividends
Dividend Yield
2.87%
7 out of 13 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $VOW.DE (6.84%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 8.3/10
Beta
0.95
0.95
0
0.8
1.2
0
2
Sharpe Ratio
0.97
0.97
0
0.5
1
1.5
1.5
Sortino Ratio
2.48
2.48
0
1
2
3
3
Jensen's Alpha
29.86
29.86
-2
0
2
30
30
Omega Ratio
1.9
1.9
0
1
1.5
2.5
2.5
Treynor Ratio
3.3
3.3
0
0.75
1.25
4
4
Information Ratio
0.74
0.74
0
0.3
0.6
1
1
Calmar Ratio
0.96
0.96
0
0.3
0.6
1
1
Beta
0.95
0.95
0
0.8
1.2
0
2
Sharpe Ratio
0.97
0.97
0
0.5
1
1.5
1.5
Sortino Ratio
2.48
2.48
0
1
2
3
3
Jensen's Alpha
29.86
29.86
-2
0
2
30
30
Omega Ratio
1.9
1.9
0
1
1.5
2.5
2.5
Treynor Ratio
3.3
3.3
0
0.75
1.25
4
4
Information Ratio
0.74
0.74
0
0.3
0.6
1
1
Calmar Ratio
0.96
0.96
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
10.44
High:
UHR.ZU
121.2UHR.ZULow:
VOW.DE
5VOW.DEDetails
PEG Ratio
28.17
High:
GOOG
56.51GOOGLow:
03690.HK
11.603690.HKDetails
Price/Book
0.8
High:
NKE
8.27NKELow:VOW.DE
0.27VOW.DEDetails
Price/Sales
0.49
High:
RLX
7.96RLXLow:VOW.DE
0.14VOW.DEDetails
Price/CF
6.71
High:
BIDU
25.21BIDULow:VOW.DE
2.62VOW.DEDetails
Price/FCF
25.6
High:03690.HK
387.8103690.HKLow:RLX
9.01RLXDetails
P/E Ratio
10.44
High:UHR.ZU
121.2UHR.ZULow:VOW.DE
5VOW.DEDetails
PEG Ratio
28.17
High:GOOG
56.51GOOGLow:03690.HK
11.603690.HKDetails
Price/Book
0.8
High:NKE
8.27NKELow:VOW.DE
0.27VOW.DEDetails
Price/Sales
0.49
High:RLX
7.96RLXLow:VOW.DE
0.14VOW.DEDetails
Price/CF
6.71
High:BIDU
25.21BIDULow:VOW.DE
2.62VOW.DEDetails
Price/FCF
25.6
High:03690.HK
387.8103690.HKLow:RLX
9.01RLXDetails
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 |
-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 |