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+0.58%
Today
+8.43%
This Month
+13.14%
Year To Date
+220.98%
2 Years
+592.91%
5 Years
+42.93%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies41.64%
- 🖥️ Technology Services15.05%
- 💰 Finance14.34%
- 💇♀️ Consumer Services7.2%
- 🛍️ Retail Trade6.15%
- 💻 Electronic Technology5.78%
- 🧬 Health Technology4.68%
- 🚚 Transportation3.11%
- 🧪 Process Industries0.95%
- 🍞 Consumer Non Durables0.59%
- 🚗 Consumer Durables0.34%
- 💵 Cash0.21%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency41.64%
- 🇺🇸 NYSE27.25%
- 🇺🇸 Nasdaq22.08%
- 🇩🇪 FRA8.27%
- 🇧🇪 Euronext Brussels0.59%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States45.82%
- 🇩🇪 Germany8.27%
- 🇩🇰 Denmark2.65%
- 🇨🇳 China0.86%
- 🇧🇪 Belgium0.59%
Dividends
Dividend Yield
0.58%
19 out of 35 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $VOW3.DE (7%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 MUX.DE | 0.12% | 6.02% | $2 |
 HNR1.DE | 0.11% | 3.42% | $7.2 |
 MUV2.DE | 0.09% | 3.53% | $15 |
 NVO | 0.05% | 1.75% | $0.98 |
 HD | 0.04% | 2.53% | $8.52 |
 ORCL | 0.03% | 0.77% | $1.6 |
 VOW3.DE | 0.02% | 7% | $9.06 |
 DPZ | 0.02% | 1.4% | $5.44 |
 LLY | 0.02% | 0.75% | $4.86 |
 KKR | 0.01% | 0.51% | $0.67 |
 V | 0.01% | 0.66% | $2.01 |
 BKNG | 0.01% | 0.65% | $17.5 |
 SHW | 0.01% | 0.89% | $2.64 |
 AAPL | 0.01% | 0.48% | $0.97 |
 BABA | 0.01% | 0.89% | $0.98 |
 WMT | 0.01% | 0.98% | $0.81 |
 GOOG | 0.01% | 0.44% | $0.2 |
 LOTB.BR | 0% | 0.7% | - |
 NVDA | 0% | 0.02% | $0.02 |
Performance Metrics
Score 7.3/10
Beta
1.84
1.84
0
0.8
1.2
0
2
Sharpe Ratio
0.72
0.72
0
0.5
1
1.5
1.5
Sortino Ratio
1.94
1.94
0
1
2
3
3
Jensen's Alpha
42.45
42.45
-2
0
2
43
43
Omega Ratio
1.92
1.92
0
1
1.5
2.5
2.5
Treynor Ratio
2.52
2.52
0
0.75
1.25
3
3
Information Ratio
0.62
0.62
0
0.3
0.6
1
1
Calmar Ratio
0.54
0.54
0
0.3
0.6
1
1
Beta
1.84
1.84
0
0.8
1.2
0
2
Sharpe Ratio
0.72
0.72
0
0.5
1
1.5
1.5
Sortino Ratio
1.94
1.94
0
1
2
3
3
Jensen's Alpha
42.45
42.45
-2
0
2
43
43
Omega Ratio
1.92
1.92
0
1
1.5
2.5
2.5
Treynor Ratio
2.52
2.52
0
0.75
1.25
3
3
Information Ratio
0.62
0.62
0
0.3
0.6
1
1
Calmar Ratio
0.54
0.54
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
33.77
High:
PLTR
648.82PLTRLow:
DKNG
-53.69DKNGDetails
PEG Ratio
121.34
High:PLTR
786.41PLTRLow:DKNG
-176.59DKNGDetails
Price/Book
9.97
High:PLTR
64.64PLTRLow:
BKNG
-30.36BKNGDetails
Price/Sales
5.94
High:PLTR
121.76PLTRLow:
MUX.DE
0.13MUX.DEDetails
Price/CF
23.83
High:PLTR
161.45PLTRLow:
VOW3.DE
2.55VOW3.DEDetails
Price/FCF
48.01
High:
LLY
631.92LLYLow:
HNR1.DE
6.66HNR1.DEDetails
P/E Ratio
33.77
High:PLTR
648.82PLTRLow:DKNG
-53.69DKNGDetails
PEG Ratio
121.34
High:PLTR
786.41PLTRLow:DKNG
-176.59DKNGDetails
Price/Book
9.97
High:PLTR
64.64PLTRLow:BKNG
-30.36BKNGDetails
Price/Sales
5.94
High:PLTR
121.76PLTRLow:MUX.DE
0.13MUX.DEDetails
Price/CF
23.83
High:PLTR
161.45PLTRLow:VOW3.DE
2.55VOW3.DEDetails
Price/FCF
48.01
High:LLY
631.92LLYLow:HNR1.DE
6.66HNR1.DEDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-78.44% | Nov 2021 | Jan 2025 | 38 |
-47.03% | Jan 2018 | Nov 2020 | 34 |
-30.26% | May 2021 | Aug 2021 | 3 |
-13.79% | Feb 2025 | Jul 2025 | 5 |
-13.01% | Sep 2021 | Oct 2021 | 1 |