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+0.3%
This Month
-0.7%
Year To Date
+36.19%
2 Years
+50.19%
5 Years
+50.19%
10 Years
+12.98%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology37.69%
- 🧬 Health Technology32.34%
- 🖥️ Technology Services12.74%
- 💼 Commercial Services7.55%
- ⛏️ Energy Minerals3.78%
- 🧪 Process Industries3.39%
- 🛠️ Producer Manufacturing1.62%
- 💇♀️ Consumer Services0.87%
- 💵 Cash0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq53.64%
- 🇩🇪 FRA40.86%
- 🇺🇸 NYSE4.62%
- 🇬🇧 LSE0.87%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States52.59%
- 🇩🇪 Germany40.86%
- 🇬🇧 United Kingdom2.37%
- 🇮🇪 Ireland2.1%
- 🇸🇬 Singapore2.08%
Dividends
Performance Metrics
Score 3.1/10
Beta
1.92
1.92
0
0.8
1.2
0
2
Sharpe Ratio
0.4
0.4
0
0.5
1
1.5
1.5
Sortino Ratio
0.66
0.66
0
1
2
3
3
Jensen's Alpha
-11.42
-11.42
-12
0
2
4.5
4.5
Omega Ratio
0.99
0.99
0
1
1.5
2.5
2.5
Treynor Ratio
0.56
0.56
0
0.75
1.25
2
2
Information Ratio
-0.01
-0.01
-1
0.3
0.6
1
1
Calmar Ratio
0.43
0.43
0
0.3
0.6
1
1
Beta
1.92
1.92
0
0.8
1.2
0
2
Sharpe Ratio
0.4
0.4
0
0.5
1
1.5
1.5
Sortino Ratio
0.66
0.66
0
1
2
3
3
Jensen's Alpha
-11.42
-11.42
-12
0
2
4.5
4.5
Omega Ratio
0.99
0.99
0
1
1.5
2.5
2.5
Treynor Ratio
0.56
0.56
0
0.75
1.25
2
2
Information Ratio
-0.01
-0.01
-1
0.3
0.6
1
1
Calmar Ratio
0.43
0.43
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
313.81
High:
RHM.DE
86.26RHM.DELow:
FLTR.L
-66.72FLTR.LDetails
PEG Ratio
75.96
High:RHM.DE
190.85RHM.DELow:
GHRS
-267.92GHRSDetails
Price/Book
10.64
High:
KALV
48.67KALVLow:
BCRX
-15.32BCRXDetails
Price/Sales
6.67
High:
ALT
19,090.75ALTLow:
SOC
-SOCDetails
Price/CF
80.31
High:
MSTR
7,511.07MSTRLow:
MYPS
3.54MYPSDetails
Price/FCF
886.55
High:RHM.DE
5,198.92RHM.DELow:MYPS
3.64MYPSDetails
P/E Ratio
313.81
High:RHM.DE
86.26RHM.DELow:FLTR.L
-66.72FLTR.LDetails
PEG Ratio
75.96
High:RHM.DE
190.85RHM.DELow:GHRS
-267.92GHRSDetails
Price/Book
10.64
High:KALV
48.67KALVLow:BCRX
-15.32BCRXDetails
Price/Sales
6.67
High:ALT
19,090.75ALTLow:SOC
-SOCDetails
Price/CF
80.31
High:MSTR
7,511.07MSTRLow:MYPS
3.54MYPSDetails
Price/FCF
886.55
High:RHM.DE
5,198.92RHM.DELow:MYPS
3.64MYPSDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-31.07% | Jul 2023 | Dec 2023 | 5 |
-25.15% | Jan 2024 | Jun 2025 | 17 |
-7.78% | Feb 2026 | - | 2 |
-7.2% | Nov 2025 | Jan 2026 | 2 |
-3.45% | May 2023 | Jun 2023 | 1 |
-3.23% | Feb 2023 | Mar 2023 | 1 |