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-0.23%
This Month
+3.44%
Year To Date
+119.07%
2 Years
+145.45%
5 Years
+145.45%
10 Years
+20.42%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🧩 Miscellaneous49.21%
- 📊 ETFs29.86%
- 💵 Cash4.83%
- 💻 Electronic Technology4.09%
- 🖥️ Technology Services3.93%
- 💰 Finance3.19%
- 🚗 Consumer Durables3.11%
- 🧬 Health Technology1.06%
- 🍞 Consumer Non Durables0.91%
Exchanges Breakdown
- Exchange
- Total
- 🇬🇧 LSE48.15%
- 🇩🇪 Xetra ETFs29.86%
- 🇺🇸 Nasdaq15.38%
- 🇺🇸 NYSE1.06%
- 🇨🇭 SIX0.91%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States15.38%
- 🇩🇰 Denmark1.06%
- 🇨🇭 Switzerland0.91%
Dividends
Dividend Yield
0.05%
4 out of 11 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $NESN.ZU (3.73%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
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
47.21
High:
TSLA
346.89TSLALow:
HUT
-42.28HUTDetails
PEG Ratio
136.2
High:
HOOD
266.53HOODLow:
SNDK
18.39SNDKDetails
Price/Book
19.82
High:
AAPL
43.56AAPLLow:
MSTR
0.78MSTRDetails
Price/Sales
12.89
High:MSTR
56.04MSTRLow:
NESN.ZU
2.4NESN.ZUDetails
Price/CF
36.37
High:MSTR
7,511.07MSTRLow:
NVO
10.6NVODetails
Price/FCF
46.83
High:MSTR
1,187.5MSTRLow:SNDK
24.7SNDKDetails
P/E Ratio
47.21
High:TSLA
346.89TSLALow:HUT
-42.28HUTDetails
PEG Ratio
136.2
High:HOOD
266.53HOODLow:SNDK
18.39SNDKDetails
Price/Book
19.82
High:AAPL
43.56AAPLLow:MSTR
0.78MSTRDetails
Price/Sales
12.89
High:MSTR
56.04MSTRLow:NESN.ZU
2.4NESN.ZUDetails
Price/CF
36.37
High:MSTR
7,511.07MSTRLow:NVO
10.6NVODetails
Price/FCF
46.83
High:MSTR
1,187.5MSTRLow:SNDK
24.7SNDKDetails
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 | - | 4 |
-0.75% | Sep 2025 | Nov 2025 | 2 |
-0.55% | Apr 2024 | May 2024 | 1 |