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+0.53%
This Month
+25.78%
Year To Date
+64.47%
2 Years
+132.89%
5 Years
+821.99%
10 Years
+42.68%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💰 Finance32.09%
- 🖥️ Technology Services18.12%
- 📊 ETFs14.58%
- 🍞 Consumer Non Durables13.91%
- 🪙 Cryptocurrencies11.15%
- 💼 Commercial Services9.67%
- 💵 Cash1%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq27.79%
- 🇫🇷 Euronext Paris17.33%
- 🇨🇭 SIX14.76%
- 🇺🇸 NYSE14.58%
- 🇬🇧 LSE13.91%
- 🌍 Digital Currency11.15%
Countries Breakdown
- Country
- Total
- 🇨🇭 Switzerland28.67%
- 🇺🇸 United States27.79%
- 🇫🇷 France17.33%
Dividends
Dividend Yield
2.05%
4 out of 7 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $CS.PA (5.28%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 8.8/10
Beta
0.61
0.61
0
0.8
1.2
0
2
Sharpe Ratio
1.05
1.05
0
0.5
1
2
2
Sortino Ratio
3.75
3.75
0
1
2
4
4
Jensen's Alpha
33.29
33.29
-2
0
2
34
34
Omega Ratio
2.44
2.44
0
1
1.5
3
3
Treynor Ratio
4.96
4.96
0
0.75
1.25
5
5
Information Ratio
0.72
0.72
0
0.3
0.6
1
1
Calmar Ratio
1.76
1.76
0
0.3
0.6
2
2
Beta
0.61
0.61
0
0.8
1.2
0
2
Sharpe Ratio
1.05
1.05
0
0.5
1
2
2
Sortino Ratio
3.75
3.75
0
1
2
4
4
Jensen's Alpha
33.29
33.29
-2
0
2
34
34
Omega Ratio
2.44
2.44
0
1
1.5
3
3
Treynor Ratio
4.96
4.96
0
0.75
1.25
5
5
Information Ratio
0.72
0.72
0
0.3
0.6
1
1
Calmar Ratio
1.76
1.76
0
0.3
0.6
2
2
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
31.79
High:
MSFT
34.04MSFTLow:
VERI
-2.5VERIDetails
PEG Ratio
137.94
High:MSFT
214.2MSFTLow:
CCH.L
41.35CCH.LDetails
Price/Book
8.7
High:VERI
25.2VERILow:
SREN.ZU
2.12SREN.ZUDetails
Price/Sales
8.1
High:MSFT
12.16MSFTLow:
CS.PA
0.83CS.PADetails
Price/CF
23
High:MSFT
26.3MSFTLow:CS.PA
4.38CS.PADetails
Price/FCF
55.38
High:MSFT
72.5MSFTLow:CS.PA
5.84CS.PADetails
P/E Ratio
31.79
High:MSFT
34.04MSFTLow:VERI
-2.5VERIDetails
PEG Ratio
137.94
High:MSFT
214.2MSFTLow:CCH.L
41.35CCH.LDetails
Price/Book
8.7
High:VERI
25.2VERILow:SREN.ZU
2.12SREN.ZUDetails
Price/Sales
8.1
High:MSFT
12.16MSFTLow:CS.PA
0.83CS.PADetails
Price/CF
23
High:MSFT
26.3MSFTLow:CS.PA
4.38CS.PADetails
Price/FCF
55.38
High:MSFT
72.5MSFTLow:CS.PA
5.84CS.PADetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-22.72% | Jan 2022 | Jun 2023 | 17 |
-17.22% | Sep 2019 | Mar 2020 | 6 |
-10.41% | Sep 2020 | Nov 2020 | 2 |
-6.14% | Apr 2024 | May 2024 | 1 |
-4.95% | Nov 2025 | - | 2 |
-4.87% | Sep 2021 | Oct 2021 | 1 |
-3.73% | Jan 2021 | Feb 2021 | 1 |
-2.74% | Nov 2021 | Dec 2021 | 1 |
-2.67% | Aug 2023 | Nov 2023 | 3 |
-2.16% | Aug 2025 | Sep 2025 | 1 |
-1.33% | Jun 2020 | Aug 2020 | 2 |
-1.2% | Oct 2024 | Nov 2024 | 1 |
-0.93% | Dec 2024 | Jan 2025 | 1 |
-0.17% | Feb 2025 | Mar 2025 | 1 |
-0.08% | Jun 2024 | Jul 2024 | 1 |