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-4.04%
This Month
-4.04%
Year To Date
+20.5%
2 Years
+40.93%
5 Years
+40.93%
10 Years
+8.24%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies29.9%
- 🚗 Consumer Durables24.56%
- 🖥️ Technology Services12.04%
- 🏥 Health Services9.26%
- 🍞 Consumer Non Durables8.22%
- 💻 Electronic Technology7.46%
- 💇♀️ Consumer Services3.02%
- 💰 Finance2.21%
- 🧩 Miscellaneous2.05%
- ⛏️ Energy Minerals1.28%
- 💵 Cash0%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency29.9%
- 🇺🇸 NYSE23.95%
- 🇩🇪 FRA23%
- 🇺🇸 Nasdaq21.11%
- 🇬🇧 LSE2.05%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States42.18%
- 🇩🇪 Germany23%
- 🇬🇧 United Kingdom2.05%
- 🇨🇳 China1.57%
- 🇮🇱 Israel1.31%
Dividends
Dividend Yield
2.55%
14 out of 36 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $MFA (14.41%)
Dividend Yield Breakdown
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 3.4/10
Beta
1.13
1.13
0
0.8
1.2
0
2
Sharpe Ratio
0.32
0.32
0
0.5
1
1.5
1.5
Sortino Ratio
0.5
0.5
0
1
2
3
3
Jensen's Alpha
-4.82
-4.82
-5
0
2
4.5
4.5
Omega Ratio
0.83
0.83
0
1
1.5
2.5
2.5
Treynor Ratio
0.52
0.52
0
0.75
1.25
2
2
Information Ratio
-0.26
-0.26
-1
0.3
0.6
1
1
Calmar Ratio
0.28
0.28
0
0.3
0.6
1
1
Beta
1.13
1.13
0
0.8
1.2
0
2
Sharpe Ratio
0.32
0.32
0
0.5
1
1.5
1.5
Sortino Ratio
0.5
0.5
0
1
2
3
3
Jensen's Alpha
-4.82
-4.82
-5
0
2
4.5
4.5
Omega Ratio
0.83
0.83
0
1
1.5
2.5
2.5
Treynor Ratio
0.52
0.52
0
0.75
1.25
2
2
Information Ratio
-0.26
-0.26
-1
0.3
0.6
1
1
Calmar Ratio
0.28
0.28
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
32.1
High:
ON
84.73ONLow:
ZETA
-174.94ZETADetails
PEG Ratio
368.69
High:
WEN
5,305.99WENLow:ZETA
-205.33ZETADetails
Price/Book
5.56
High:
AAPL
51.38AAPLLow:
PTON
-7.03PTONDetails
Price/Sales
3.22
High:
SPCE
108.09SPCELow:
FTCHQ
-FTCHQDetails
Price/CF
21.47
High:FTCHQ
331.51FTCHQLow:
MBG.DE
2.47MBG.DEDetails
Price/FCF
49.05
High:
NKE
947.69NKELow:MBG.DE
4.14MBG.DEDetails
P/E Ratio
32.1
High:ON
84.73ONLow:ZETA
-174.94ZETADetails
PEG Ratio
368.69
High:WEN
5,305.99WENLow:ZETA
-205.33ZETADetails
Price/Book
5.56
High:AAPL
51.38AAPLLow:PTON
-7.03PTONDetails
Price/Sales
3.22
High:SPCE
108.09SPCELow:FTCHQ
-FTCHQDetails
Price/CF
21.47
High:FTCHQ
331.51FTCHQLow:MBG.DE
2.47MBG.DEDetails
Price/FCF
49.05
High:NKE
947.69NKELow:MBG.DE
4.14MBG.DEDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-29.57% | Jan 2022 | Jul 2023 | 18 |
-18.44% | Feb 2025 | Jul 2025 | 5 |
-13.68% | Sep 2025 | - | 5 |
-12.22% | Aug 2023 | Dec 2023 | 4 |
-5.58% | Apr 2024 | May 2024 | 1 |
-5.33% | Apr 2021 | Aug 2021 | 4 |
-4.82% | Jun 2024 | Nov 2024 | 5 |
-3.55% | Jan 2024 | Feb 2024 | 1 |
-2.89% | Sep 2021 | Oct 2021 | 1 |
-1.15% | Dec 2024 | Jan 2025 | 1 |