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-4.47%
This Month
-7.48%
Year To Date
+36.59%
2 Years
+74.73%
5 Years
+771.74%
10 Years
+37.82%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs36.46%
- 💼 Commercial Services29.96%
- 🚗 Consumer Durables19.59%
- 🖥️ Technology Services6.79%
- 🍞 Consumer Non Durables4.91%
- 💵 Cash1.41%
- 💰 Finance0.83%
- 🪙 Cryptocurrencies0.01%
- ❓ Other0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq40.43%
- 🇺🇸 NYSE38.52%
- 🇩🇪 FRA19.59%
- 🌍 Digital Currency0.01%
- 🇭🇰 Hong Kong Exchanges0.01%
- 🇬🇧 LSE0%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States42.49%
- 🇩🇪 Germany19.59%
- 🇨🇳 China0.01%
Dividends
Dividend Yield
1.62%
4 out of 12 instruments pay dividend.
3 dividend payments in the next 30 days.
Highest Dividend: $VOW.DE (5.75%)
Performance Metrics
Score 8.1/10
Beta
0.91
0.91
0
0.8
1.2
0
2
Sharpe Ratio
0.94
0.94
0
0.5
1
1.5
1.5
Sortino Ratio
2.39
2.39
0
1
2
3
3
Jensen's Alpha
25.76
25.76
-2
0
2
26
26
Omega Ratio
1.79
1.79
0
1
1.5
2.5
2.5
Treynor Ratio
3.15
3.15
0
0.75
1.25
4
4
Information Ratio
0.66
0.66
0
0.3
0.6
1
1
Calmar Ratio
0.88
0.88
0
0.3
0.6
1
1
Beta
0.91
0.91
0
0.8
1.2
0
2
Sharpe Ratio
0.94
0.94
0
0.5
1
1.5
1.5
Sortino Ratio
2.39
2.39
0
1
2
3
3
Jensen's Alpha
25.76
25.76
-2
0
2
26
26
Omega Ratio
1.79
1.79
0
1
1.5
2.5
2.5
Treynor Ratio
3.15
3.15
0
0.75
1.25
4
4
Information Ratio
0.66
0.66
0
0.3
0.6
1
1
Calmar Ratio
0.88
0.88
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
10.34
High:
NKE
28.7NKELow:
03690.HK
-10.8603690.HKDetails
PEG Ratio
59.09
High:
V
207.09VLow:
PYPL
41.53PYPLDetails
Price/Book
0.77
High:V
17.18VLow:
VOW.DE
0.26VOW.DEDetails
Price/Sales
0.42
High:V
14.26VLow:VOW.DE
0.14VOW.DEDetails
Price/CF
5.51
High:03690.HK
64.3903690.HKLow:VOW.DE
2.57VOW.DEDetails
Price/FCF
11.83
High:NKE
947.69NKELow:PYPL
7.94PYPLDetails
P/E Ratio
10.34
High:NKE
28.7NKELow:03690.HK
-10.8603690.HKDetails
PEG Ratio
59.09
High:V
207.09VLow:PYPL
41.53PYPLDetails
Price/Book
0.77
High:V
17.18VLow:VOW.DE
0.26VOW.DEDetails
Price/Sales
0.42
High:V
14.26VLow:VOW.DE
0.14VOW.DEDetails
Price/CF
5.51
High:03690.HK
64.3903690.HKLow:VOW.DE
2.57VOW.DEDetails
Price/FCF
11.83
High:NKE
947.69NKELow:PYPL
7.94PYPLDetails
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 |
-7.82% | Dec 2025 | - | 7 |
-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 |