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+0.34%
This Month
+5.35%
Year To Date
+45.24%
2 Years
+146.11%
5 Years
+143.3%
10 Years
+15.74%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies28.69%
- 🧪 Process Industries19.98%
- ❓ Other10.99%
- 📊 ETFs9.7%
- 💻 Electronic Technology5.92%
- 🚚 Transportation5.89%
- 🖥️ Technology Services5.8%
- 🍞 Consumer Non Durables5.64%
- 🧬 Health Technology3.84%
- 🚗 Consumer Durables3.54%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq29.53%
- 🌍 Digital Currency28.69%
- Regular Trading Hours - RTH20.47%
- 🇺🇸 NYSE7.69%
- 🇩🇪 FRA7.69%
- 🇳🇱 Euronext Amsterdam5.92%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States25.32%
- 🇩🇪 Germany7.69%
- 🇨🇿 Czech Republic5.92%
- 🇮🇪 Ireland5.89%
- 🇮🇱 Israel5.8%
Dividends
Dividend Yield
1.18%
6 out of 15 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $VOW3.DE (7.51%)
Performance Metrics
Score 6/10
Beta
0.9
0.9
0
0.8
1.2
0
2
Sharpe Ratio
0.65
0.65
0
0.5
1
1.5
1.5
Sortino Ratio
1.13
1.13
0
1
2
3
3
Jensen's Alpha
2.43
2.43
-2
0
2
4.5
4.5
Omega Ratio
1.05
1.05
0
1
1.5
2.5
2.5
Treynor Ratio
1.32
1.32
0
0.75
1.25
2
2
Information Ratio
0.06
0.06
0
0.3
0.6
1
1
Calmar Ratio
0.43
0.43
0
0.3
0.6
1
1
Beta
0.9
0.9
0
0.8
1.2
0
2
Sharpe Ratio
0.65
0.65
0
0.5
1
1.5
1.5
Sortino Ratio
1.13
1.13
0
1
2
3
3
Jensen's Alpha
2.43
2.43
-2
0
2
4.5
4.5
Omega Ratio
1.05
1.05
0
1
1.5
2.5
2.5
Treynor Ratio
1.32
1.32
0
0.75
1.25
2
2
Information Ratio
0.06
0.06
0
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
16.46
High:
CALM
55.11CALMLow:
VITL
-191.12VITLDetails
PEG Ratio
8.51
High:
REGN.RTH
30.29REGN.RTHLow:
BAS.DE
0.01BAS.DEDetails
Price/Book
1.43
High:
NKE.RTH
11.44NKE.RTHLow:
VOW3.DE
0.2VOW3.DEDetails
Price/Sales
0.85
High:REGN.RTH
4.73REGN.RTHLow:VOW3.DE
0.11VOW3.DEDetails
Price/CF
5.99
High:VITL
59.26VITLLow:VOW3.DE
2VOW3.DEDetails
Price/FCF
25.2
High:BAS.DE
656.13BAS.DELow:
MNDY
10.16MNDYDetails
P/E Ratio
16.46
High:CALM
55.11CALMLow:VITL
-191.12VITLDetails
PEG Ratio
8.51
High:REGN.RTH
30.29REGN.RTHLow:BAS.DE
0.01BAS.DEDetails
Price/Book
1.43
High:NKE.RTH
11.44NKE.RTHLow:VOW3.DE
0.2VOW3.DEDetails
Price/Sales
0.85
High:REGN.RTH
4.73REGN.RTHLow:VOW3.DE
0.11VOW3.DEDetails
Price/CF
5.99
High:VITL
59.26VITLLow:VOW3.DE
2VOW3.DEDetails
Price/FCF
25.2
High:BAS.DE
656.13BAS.DELow:MNDY
10.16MNDYDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-36.19% | Nov 2021 | Nov 2023 | 24 |
-24.92% | Jul 2020 | Mar 2021 | 8 |
-14.33% | Nov 2025 | Aug 2026 | 9 |
-3.5% | Jan 2024 | Feb 2024 | 1 |
-3.3% | Sep 2026 | - | 2 |
-2.86% | Apr 2024 | May 2024 | 1 |
-2.68% | Sep 2021 | Oct 2021 | 1 |
-2.49% | Dec 2024 | Jan 2025 | 1 |
-1.95% | Mar 2025 | Apr 2025 | 1 |
-1.72% | Aug 2024 | Sep 2024 | 1 |
-1.41% | Jul 2021 | Aug 2021 | 1 |