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-0.58%
This Month
+15.69%
Year To Date
+218.65%
2 Years
+192.24%
5 Years
+192.24%
10 Years
+31.5%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🚗 Consumer Durables45.69%
- 💵 Cash26.56%
- 🖥️ Technology Services25.6%
- 📊 ETFs8.03%
- 🛍️ Retail Trade5.63%
- 💰 Finance1.77%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq70.34%
- 🇺🇸 NYSE13.18%
- 🇺🇸 Chicago Board Options Exchange2.25%
- 🇩🇪 FRA0.95%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States72.11%
- 🇨🇳 China5.63%
- 🇩🇪 Germany0.95%
Dividends
Dividend Yield
0.16%
3 out of 9 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $P911.DE (5.36%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 KRBN | Pay Day | Dec 18, 2025 | $0.00 |
Performance Metrics
Score 6.7/10
Beta
1.95
1.95
0
0.8
1.2
0
2
Sharpe Ratio
0.73
0.73
0
0.5
1
1.5
1.5
Sortino Ratio
1.36
1.36
0
1
2
3
3
Jensen's Alpha
22.82
22.82
-2
0
2
23
23
Omega Ratio
1.68
1.68
0
1
1.5
2.5
2.5
Treynor Ratio
1.53
1.53
0
0.75
1.25
2
2
Information Ratio
0.69
0.69
0
0.3
0.6
1
1
Calmar Ratio
0.71
0.71
0
0.3
0.6
1
1
Beta
1.95
1.95
0
0.8
1.2
0
2
Sharpe Ratio
0.73
0.73
0
0.5
1
1.5
1.5
Sortino Ratio
1.36
1.36
0
1
2
3
3
Jensen's Alpha
22.82
22.82
-2
0
2
23
23
Omega Ratio
1.68
1.68
0
1
1.5
2.5
2.5
Treynor Ratio
1.53
1.53
0
0.75
1.25
2
2
Information Ratio
0.69
0.69
0
0.3
0.6
1
1
Calmar Ratio
0.71
0.71
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
159.35
High:
TSLA
259.11TSLALow:
P911.DE
18.09P911.DEDetails
PEG Ratio
5.33
High:
BABA
15.24BABALow:
MSTR
2.1MSTRDetails
Price/Book
12.91
High:TSLA
18.66TSLALow:P911.DE
1.68P911.DEDetails
Price/Sales
15.01
High:MSTR
196.81MSTRLow:P911.DE
1.01P911.DEDetails
Price/CF
63.42
High:MSTR
7,511.07MSTRLow:P911.DE
7.92P911.DEDetails
Price/FCF
172.73
High:MSTR
1,187.5MSTRLow:BABA
29.47BABADetails
P/E Ratio
159.35
High:TSLA
259.11TSLALow:P911.DE
18.09P911.DEDetails
PEG Ratio
5.33
High:BABA
15.24BABALow:MSTR
2.1MSTRDetails
Price/Book
12.91
High:TSLA
18.66TSLALow:P911.DE
1.68P911.DEDetails
Price/Sales
15.01
High:MSTR
196.81MSTRLow:P911.DE
1.01P911.DEDetails
Price/CF
63.42
High:MSTR
7,511.07MSTRLow:P911.DE
7.92P911.DEDetails
Price/FCF
172.73
High:MSTR
1,187.5MSTRLow:BABA
29.47BABADetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-45.79% | Jan 2022 | Jul 2023 | 18 |
-21.36% | Feb 2025 | Sep 2025 | 7 |
-17.02% | Jan 2024 | Feb 2024 | 1 |
-16.54% | Aug 2023 | Dec 2023 | 4 |
-13.83% | Apr 2024 | Jul 2024 | 3 |
-10.21% | Aug 2024 | Sep 2024 | 1 |
-4.31% | Dec 2024 | Jan 2025 | 1 |
-0.58% | Oct 2025 | - | 1 |