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+0.49%
This Month
+3.1%
Year To Date
+123.84%
2 Years
+144.65%
5 Years
+144.65%
10 Years
+20.73%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🧩 Miscellaneous47.31%
- 📊 ETFs27.48%
- 💵 Cash8.05%
- 🖥️ Technology Services4.36%
- 💰 Finance3.92%
- 🚗 Consumer Durables3.68%
- 💻 Electronic Technology3.45%
- 🧬 Health Technology1.08%
- 🍞 Consumer Non Durables0.98%
Exchanges Breakdown
- Exchange
- Total
- 🇬🇧 LSE46.22%
- 🇩🇪 Xetra ETFs26.45%
- 🇺🇸 Nasdaq16.5%
- 🇺🇸 NYSE2.11%
- 🇨🇭 SIX0.98%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States16.5%
- 🇩🇰 Denmark1.08%
- 🇨🇭 Switzerland0.98%
Dividends
Dividend Yield
0.06%
4 out of 11 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $NESN.ZU (4.03%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 NVDA | Pay Day | Jun 26, 2026 | -$0.25 |
Performance Metrics
Score 7.8/10
Beta
0.34
0.34
0
0.8
1.2
0
2
Sharpe Ratio
0.75
0.75
0
0.5
1
1.5
1.5
Sortino Ratio
1.93
1.93
0
1
2
3
3
Jensen's Alpha
16.17
16.17
-2
0
2
17
17
Omega Ratio
1.35
1.35
0
1
1.5
2.5
2.5
Treynor Ratio
4.37
4.37
0
0.75
1.25
5
5
Information Ratio
0.37
0.37
0
0.3
0.6
1
1
Calmar Ratio
1.22
1.22
0
0.3
0.6
2
2
Beta
0.34
0.34
0
0.8
1.2
0
2
Sharpe Ratio
0.75
0.75
0
0.5
1
1.5
1.5
Sortino Ratio
1.93
1.93
0
1
2
3
3
Jensen's Alpha
16.17
16.17
-2
0
2
17
17
Omega Ratio
1.35
1.35
0
1
1.5
2.5
2.5
Treynor Ratio
4.37
4.37
0
0.75
1.25
5
5
Information Ratio
0.37
0.37
0
0.3
0.6
1
1
Calmar Ratio
1.22
1.22
0
0.3
0.6
2
2
Portfolio Valuation
Based on current positions
P/E Ratio
50.42
High:
TSLA
382.29TSLALow:
HUT
-43.91HUTDetails
PEG Ratio
147.75
High:
HOOD
238.55HOODLow:NVDA
30.57NVDADetails
Price/Book
21.58
High:
AAPL
42.87AAPLLow:
MSTR
1.22MSTRDetails
Price/Sales
13.55
High:MSTR
88.08MSTRLow:
NESN.ZU
2.21NESN.ZUDetails
Price/CF
37.38
High:MSTR
7,511.07MSTRLow:
NVO
10.6NVODetails
Price/FCF
50.43
High:MSTR
1,187.5MSTRLow:AAPL
32.24AAPLDetails
P/E Ratio
50.42
High:TSLA
382.29TSLALow:HUT
-43.91HUTDetails
PEG Ratio
147.75
High:HOOD
238.55HOODLow:NVDA
30.57NVDADetails
Price/Book
21.58
High:AAPL
42.87AAPLLow:MSTR
1.22MSTRDetails
Price/Sales
13.55
High:MSTR
88.08MSTRLow:NESN.ZU
2.21NESN.ZUDetails
Price/CF
37.38
High:MSTR
7,511.07MSTRLow:NVO
10.6NVODetails
Price/FCF
50.43
High:MSTR
1,187.5MSTRLow:AAPL
32.24AAPLDetails
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 | - | 3 |
-0.75% | Sep 2025 | Nov 2025 | 2 |
-0.55% | Apr 2024 | May 2024 | 1 |