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+2.42%
This Month
+4.76%
Year To Date
+69.98%
2 Years
+160.44%
5 Years
+160.44%
10 Years
+24.2%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🧩 Miscellaneous25.37%
- 💻 Electronic Technology25.17%
- 💵 Cash19.2%
- 🪙 Cryptocurrencies11.24%
- ⚡ Utilities7.84%
- 🖥️ Technology Services6.73%
- 🛍️ Retail Trade4.01%
- 🛠️ Producer Manufacturing3.35%
- 🪨 Non Energy Minerals2.52%
- 💇♀️ Consumer Services1.89%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq32.5%
- 🇬🇧 LSE25.37%
- 🇩🇪 FRA13.44%
- 🌍 Digital Currency11.24%
- 🇫🇷 Euronext Paris3.68%
- 🇺🇸 NYSE1.89%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States34.12%
- 🇩🇪 Germany13.44%
- 🇳🇱 Netherlands3.68%
- 🇨🇦 Canada0.28%
Dividends
Dividend Yield
0.41%
9 out of 15 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $MCD (2.53%)
Performance Metrics
Score 7.9/10
Beta
1.02
1.02
0
0.8
1.2
0
2
Sharpe Ratio
0.89
0.89
0
0.5
1
1.5
1.5
Sortino Ratio
1.57
1.57
0
1
2
3
3
Jensen's Alpha
13.42
13.42
-2
0
2
14
14
Omega Ratio
2.19
2.19
0
1
1.5
3
3
Treynor Ratio
1.47
1.47
0
0.75
1.25
2
2
Information Ratio
1.03
1.03
0
0.3
0.6
2
2
Calmar Ratio
0.74
0.74
0
0.3
0.6
1
1
Beta
1.02
1.02
0
0.8
1.2
0
2
Sharpe Ratio
0.89
0.89
0
0.5
1
1.5
1.5
Sortino Ratio
1.57
1.57
0
1
2
3
3
Jensen's Alpha
13.42
13.42
-2
0
2
14
14
Omega Ratio
2.19
2.19
0
1
1.5
3
3
Treynor Ratio
1.47
1.47
0
0.75
1.25
2
2
Information Ratio
1.03
1.03
0
0.3
0.6
2
2
Calmar Ratio
0.74
0.74
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
36.95
High:
NVDA
42.4NVDALow:
BLDP
-14.3BLDPDetails
PEG Ratio
137.82
High:
MCD
489.78MCDLow:BLDP
-19.85BLDPDetails
Price/Book
17.75
High:
AAPL
39.6AAPLLow:MCD
-112.78MCDDetails
Price/Sales
12.41
High:NVDA
23.51NVDALow:
TKA.DE
0.21TKA.DEDetails
Price/CF
29.44
High:NVDA
44.64NVDALow:
RWE.DE
6.8RWE.DEDetails
Price/FCF
52.63
High:
AMZN
325.85AMZNLow:RWE.DE
6.92RWE.DEDetails
P/E Ratio
36.95
High:NVDA
42.4NVDALow:BLDP
-14.3BLDPDetails
PEG Ratio
137.82
High:MCD
489.78MCDLow:BLDP
-19.85BLDPDetails
Price/Book
17.75
High:AAPL
39.6AAPLLow:MCD
-112.78MCDDetails
Price/Sales
12.41
High:NVDA
23.51NVDALow:TKA.DE
0.21TKA.DEDetails
Price/CF
29.44
High:NVDA
44.64NVDALow:RWE.DE
6.8RWE.DEDetails
Price/FCF
52.63
High:AMZN
325.85AMZNLow:RWE.DE
6.92RWE.DEDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-29.45% | Apr 2022 | Jul 2023 | 15 |
-10.92% | Nov 2025 | May 2026 | 6 |
-6.32% | Apr 2024 | May 2024 | 1 |
-5.51% | Aug 2023 | Nov 2023 | 3 |
-1.48% | Dec 2024 | Jan 2025 | 1 |
-1.36% | Feb 2022 | Mar 2022 | 1 |
-0.37% | Jul 2024 | Sep 2024 | 2 |
-0.32% | Aug 2025 | Sep 2025 | 1 |