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-0.59%
This Month
+27.69%
Year To Date
+84.62%
2 Years
+182.33%
5 Years
+835.98%
10 Years
+45.93%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💰 Finance34.52%
- 🖥️ Technology Services18.97%
- 🍞 Consumer Non Durables14.58%
- 🪙 Cryptocurrencies14.09%
- 📊 ETFs13.48%
- 💼 Commercial Services3.97%
- 💵 Cash0.84%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq22.94%
- 🇫🇷 Euronext Paris18.02%
- 🇨🇭 SIX16.49%
- 🇬🇧 LSE14.58%
- 🌍 Digital Currency14.09%
- 🇺🇸 NYSE13.48%
Countries Breakdown
- Country
- Total
- 🇨🇭 Switzerland31.07%
- 🇺🇸 United States22.94%
- 🇫🇷 France18.02%
Dividends
Dividend Yield
2.17%
5 out of 7 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $CS.PA (4.97%)
Performance Metrics
Score 8.9/10
Beta
0.61
0.61
0
0.8
1.2
0
2
Sharpe Ratio
1.1
1.1
0
0.5
1
2
2
Sortino Ratio
4.02
4.02
0
1
2
5
5
Jensen's Alpha
36.96
36.96
-2
0
2
37
37
Omega Ratio
2.71
2.71
0
1
1.5
3
3
Treynor Ratio
5.28
5.28
0
0.75
1.25
6
6
Information Ratio
0.8
0.8
0
0.3
0.6
1
1
Calmar Ratio
1.9
1.9
0
0.3
0.6
2
2
Beta
0.61
0.61
0
0.8
1.2
0
2
Sharpe Ratio
1.1
1.1
0
0.5
1
2
2
Sortino Ratio
4.02
4.02
0
1
2
5
5
Jensen's Alpha
36.96
36.96
-2
0
2
37
37
Omega Ratio
2.71
2.71
0
1
1.5
3
3
Treynor Ratio
5.28
5.28
0
0.75
1.25
6
6
Information Ratio
0.8
0.8
0
0.3
0.6
1
1
Calmar Ratio
1.9
1.9
0
0.3
0.6
2
2
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
34.75
High:
MSFT
37.37MSFTLow:
VERI
-0.98VERIDetails
PEG Ratio
115.49
High:MSFT
241.02MSFTLow:
SREN.ZU
2.3SREN.ZUDetails
Price/Book
9.7
High:VERI
93.36VERILow:
CS.PA
2.39CS.PADetails
Price/Sales
8.82
High:MSFT
13.5MSFTLow:CS.PA
0.88CS.PADetails
Price/CF
23.67
High:MSFT
27.26MSFTLow:CS.PA
4.38CS.PADetails
Price/FCF
58.39
High:MSFT
78.08MSFTLow:CS.PA
5.84CS.PADetails
P/E Ratio
34.75
High:MSFT
37.37MSFTLow:VERI
-0.98VERIDetails
PEG Ratio
115.49
High:MSFT
241.02MSFTLow:SREN.ZU
2.3SREN.ZUDetails
Price/Book
9.7
High:VERI
93.36VERILow:CS.PA
2.39CS.PADetails
Price/Sales
8.82
High:MSFT
13.5MSFTLow:CS.PA
0.88CS.PADetails
Price/CF
23.67
High:MSFT
27.26MSFTLow:CS.PA
4.38CS.PADetails
Price/FCF
58.39
High:MSFT
78.08MSFTLow: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 |
-4.87% | 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 |
-1.33% | Jun 2020 | Aug 2020 | 2 |
-1.2% | Oct 2024 | Nov 2024 | 1 |
-0.93% | Dec 2024 | Jan 2025 | 1 |
-0.59% | Aug 2025 | - | 1 |
-0.17% | Feb 2025 | Mar 2025 | 1 |
-0.08% | Jun 2024 | Jul 2024 | 1 |