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+0.53%
This Month
+5.86%
Year To Date
+137.75%
2 Years
+149.87%
5 Years
+151.2%
10 Years
+20.6%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🧩 Miscellaneous47.24%
- 📊 ETFs29.3%
- 💰 Finance4.94%
- 💵 Cash3.38%
- 🚗 Consumer Durables3.32%
- 🖥️ Technology Services3.17%
- 💻 Electronic Technology2.79%
- 🧬 Health Technology1.98%
- 🍞 Consumer Non Durables1.79%
- 🪨 Non Energy Minerals1.24%
- ⚡ Utilities1%
Exchanges Breakdown
- Exchange
- Total
- 🇬🇧 LSE47.24%
- 🇩🇪 Xetra ETFs29.3%
- 🇺🇸 Nasdaq12.5%
- 🇺🇸 NYSE5.93%
- 🇨🇭 SIX1.79%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States15.22%
- 🇩🇰 Denmark1.98%
- 🇨🇭 Switzerland1.79%
- 🇨🇦 Canada1.24%
Dividends
Dividend Yield
0.13%
7 out of 14 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $NESN.ZU (3.89%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 7.7/10
Beta
0.33
0.33
0
0.8
1.2
0
2
Sharpe Ratio
0.74
0.74
0
0.5
1
1.5
1.5
Sortino Ratio
1.89
1.89
0
1
2
3
3
Jensen's Alpha
15.06
15.06
-2
0
2
16
16
Omega Ratio
1.28
1.28
0
1
1.5
2.5
2.5
Treynor Ratio
4.4
4.4
0
0.75
1.25
5
5
Information Ratio
0.3
0.3
0
0.3
0.6
1
1
Calmar Ratio
1.17
1.17
0
0.3
0.6
2
2
Beta
0.33
0.33
0
0.8
1.2
0
2
Sharpe Ratio
0.74
0.74
0
0.5
1
1.5
1.5
Sortino Ratio
1.89
1.89
0
1
2
3
3
Jensen's Alpha
15.06
15.06
-2
0
2
16
16
Omega Ratio
1.28
1.28
0
1
1.5
2.5
2.5
Treynor Ratio
4.4
4.4
0
0.75
1.25
5
5
Information Ratio
0.3
0.3
0
0.3
0.6
1
1
Calmar Ratio
1.17
1.17
0
0.3
0.6
2
2
Portfolio Valuation
Based on current positions
P/E Ratio
44.95
High:
TSLA
372.52TSLALow:
CRCL
-117.37CRCLDetails
PEG Ratio
121.02
High:
HOOD
302.38HOODLow:
FNV
23.74FNVDetails
Price/Book
20.01
High:
AAPL
42.03AAPLLow:
BMNR
0.68BMNRDetails
Price/Sales
12
High:BMNR
368.9BMNRLow:
NESN.ZU
2.4NESN.ZUDetails
Price/CF
36.9
High:
MSTR
7,511.07MSTRLow:
NVO
10.6NVODetails
Price/FCF
50.9
High:MSTR
1,187.5MSTRLow:BMNR
19.22BMNRDetails
P/E Ratio
44.95
High:TSLA
372.52TSLALow:CRCL
-117.37CRCLDetails
PEG Ratio
121.02
High:HOOD
302.38HOODLow:FNV
23.74FNVDetails
Price/Book
20.01
High:AAPL
42.03AAPLLow:BMNR
0.68BMNRDetails
Price/Sales
12
High:BMNR
368.9BMNRLow:NESN.ZU
2.4NESN.ZUDetails
Price/CF
36.9
High:MSTR
7,511.07MSTRLow:NVO
10.6NVODetails
Price/FCF
50.9
High:MSTR
1,187.5MSTRLow:BMNR
19.22BMNRDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-17.12% | Dec 2024 | May 2025 | 5 |
-5.7% | Aug 2024 | Sep 2024 | 1 |
-2.76% | Feb 2023 | Mar 2023 | 1 |
-2.3% | Jun 2024 | Jul 2024 | 1 |
-2.2% | Aug 2023 | Jan 2024 | 5 |
-1.98% | Apr 2023 | Jun 2023 | 2 |
-1.96% | Apr 2026 | Jul 2026 | 3 |
-0.75% | Sep 2025 | Nov 2025 | 2 |
-0.55% | Apr 2024 | May 2024 | 1 |