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-2.51%
This Month
-2.29%
Year To Date
+46.58%
2 Years
+136.26%
5 Years
+820.64%
10 Years
+40.71%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💼 Commercial Services42.74%
- 📊 ETFs35.88%
- 🚗 Consumer Durables15.51%
- 🖥️ Technology Services3.17%
- 🍞 Consumer Non Durables1.08%
- 💵 Cash0.85%
- 💰 Finance0.77%
- 🪙 Cryptocurrencies0.02%
- ❓ Other0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq67.2%
- 🇺🇸 NYSE16.43%
- 🇩🇪 FRA15.51%
- 🌍 Digital Currency0.02%
- 🇭🇰 Hong Kong Exchanges0.01%
- 🇬🇧 LSE0%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States47.75%
- 🇩🇪 Germany15.51%
- 🇨🇳 China0.01%
Dividends
Dividend Yield
1.31%
4 out of 12 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $VOW.DE (6.57%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 8.2/10
Beta
0.94
0.94
0
0.8
1.2
0
2
Sharpe Ratio
0.97
0.97
0
0.5
1
1.5
1.5
Sortino Ratio
2.49
2.49
0
1
2
3
3
Jensen's Alpha
27.44
27.44
-2
0
2
28
28
Omega Ratio
1.87
1.87
0
1
1.5
2.5
2.5
Treynor Ratio
3.17
3.17
0
0.75
1.25
4
4
Information Ratio
0.71
0.71
0
0.3
0.6
1
1
Calmar Ratio
0.92
0.92
0
0.3
0.6
1
1
Beta
0.94
0.94
0
0.8
1.2
0
2
Sharpe Ratio
0.97
0.97
0
0.5
1
1.5
1.5
Sortino Ratio
2.49
2.49
0
1
2
3
3
Jensen's Alpha
27.44
27.44
-2
0
2
28
28
Omega Ratio
1.87
1.87
0
1
1.5
2.5
2.5
Treynor Ratio
3.17
3.17
0
0.75
1.25
4
4
Information Ratio
0.71
0.71
0
0.3
0.6
1
1
Calmar Ratio
0.92
0.92
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
9.71
High:
NKE
34.38NKELow:
03690.HK
-199.4203690.HKDetails
PEG Ratio
34.88
High:
V
564.33VLow:
PYPL
24.44PYPLDetails
Price/Book
0.91
High:V
16VLow:
VOW.DE
0.28VOW.DEDetails
Price/Sales
0.49
High:V
14.97VLow:VOW.DE
0.15VOW.DEDetails
Price/CF
6.64
High:03690.HK
64.3903690.HKLow:VOW.DE
3.05VOW.DEDetails
Price/FCF
12.46
High:NKE
947.69NKELow:PYPL
10.09PYPLDetails
P/E Ratio
9.71
High:NKE
34.38NKELow:03690.HK
-199.4203690.HKDetails
PEG Ratio
34.88
High:V
564.33VLow:PYPL
24.44PYPLDetails
Price/Book
0.91
High:V
16VLow:VOW.DE
0.28VOW.DEDetails
Price/Sales
0.49
High:V
14.97VLow:VOW.DE
0.15VOW.DEDetails
Price/CF
6.64
High:03690.HK
64.3903690.HKLow:VOW.DE
3.05VOW.DEDetails
Price/FCF
12.46
High:NKE
947.69NKELow:PYPL
10.09PYPLDetails
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 |
-2.64% | Dec 2025 | - | 4 |
-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 |