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-3.46%
This Month
-4.85%
Year To Date
+21.02%
2 Years
+31.43%
5 Years
+31.43%
10 Years
+8.12%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs40.95%
- 🪙 Cryptocurrencies15%
- 🍞 Consumer Non Durables11.93%
- ❓ Other9.07%
- 🚗 Consumer Durables8.26%
- 💰 Finance5.43%
- 🚚 Transportation5.03%
- 💵 Cash2.6%
- 🖥️ Technology Services2.19%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE51.71%
- 🌍 Digital Currency15%
- Regular Trading Hours - RTH9.07%
- 🇫🇷 Euronext Paris6.2%
- 🇪🇸 Bolsa De Madrid5.43%
- 🇩🇪 FRA4.59%
- 🇬🇧 LSE3.67%
- 🇺🇸 Nasdaq2.19%
Countries Breakdown
- Country
- Total
- 🇫🇷 France6.2%
- 🇪🇸 Spain5.43%
- 🇲🇨 Monaco5.03%
- 🇩🇪 Germany4.59%
- 🇺🇸 United States4.25%
- 🇬🇧 United Kingdom3.67%
- 🇯🇵 Japan3.67%
Dividends
Dividend Yield
1.4%
9 out of 18 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $MBG.DE (12.36%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 3.9/10
Beta
0.59
0.59
0
0.8
1.2
0
2
Sharpe Ratio
0.34
0.34
0
0.5
1
1.5
1.5
Sortino Ratio
0.54
0.54
0
1
2
3
3
Jensen's Alpha
-1.52
-1.52
-2
0
2
4.5
4.5
Omega Ratio
0.71
0.71
0
1
1.5
2.5
2.5
Treynor Ratio
0.7
0.7
0
0.75
1.25
2
2
Information Ratio
-0.46
-0.46
-1
0.3
0.6
1
1
Calmar Ratio
0.56
0.56
0
0.3
0.6
1
1
Beta
0.59
0.59
0
0.8
1.2
0
2
Sharpe Ratio
0.34
0.34
0
0.5
1
1.5
1.5
Sortino Ratio
0.54
0.54
0
1
2
3
3
Jensen's Alpha
-1.52
-1.52
-2
0
2
4.5
4.5
Omega Ratio
0.71
0.71
0
1
1.5
2.5
2.5
Treynor Ratio
0.7
0.7
0
0.75
1.25
2
2
Information Ratio
-0.46
-0.46
-1
0.3
0.6
1
1
Calmar Ratio
0.56
0.56
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
15.51
High:
P911.DE
37.53P911.DELow:
COL.MC
9.51COL.MCDetails
PEG Ratio
113.91
High:COL.MC
189.1COL.MCLow:
RI.PA
45.41RI.PADetails
Price/Book
1.66
High:
ADBE
9.7ADBELow:COL.MC
0.56COL.MCDetails
Price/Sales
1.23
High:COL.MC
7.73COL.MCLow:
MBG.DE
0.41MBG.DEDetails
Price/CF
9.3
High:
NKE
31.32NKELow:MBG.DE
2.47MBG.DEDetails
Price/FCF
13.32
High:NKE
947.69NKELow:MBG.DE
4.14MBG.DEDetails
P/E Ratio
15.51
High:P911.DE
37.53P911.DELow:COL.MC
9.51COL.MCDetails
PEG Ratio
113.91
High:COL.MC
189.1COL.MCLow:RI.PA
45.41RI.PADetails
Price/Book
1.66
High:ADBE
9.7ADBELow:COL.MC
0.56COL.MCDetails
Price/Sales
1.23
High:COL.MC
7.73COL.MCLow:MBG.DE
0.41MBG.DEDetails
Price/CF
9.3
High:NKE
31.32NKELow:MBG.DE
2.47MBG.DEDetails
Price/FCF
13.32
High:NKE
947.69NKELow:MBG.DE
4.14MBG.DEDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-15.27% | Aug 2022 | Feb 2024 | 18 |
-10.6% | Oct 2025 | - | 6 |
-9.23% | Feb 2025 | Jun 2025 | 4 |
-5.11% | Apr 2024 | May 2024 | 1 |
-4.13% | Jun 2024 | Aug 2024 | 2 |
-3.08% | Oct 2024 | Nov 2024 | 1 |
-0.3% | Dec 2024 | Jan 2025 | 1 |