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-1%
This Month
+2.89%
Year To Date
+19.38%
2 Years
+19.38%
5 Years
+19.38%
10 Years
+12.53%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash37.61%
- 📊 ETFs33.05%
- 💰 Finance7.85%
- ⛏️ Energy Minerals6.54%
- 🪙 Cryptocurrencies5.82%
- 🍞 Consumer Non Durables5.52%
- 🖥️ Technology Services4.08%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE30.82%
- 🇺🇸 Nasdaq11.77%
- 🇩🇪 Xetra ETFs8.3%
- 🌍 Digital Currency5.82%
- 🇩🇪 FRA3.78%
- 🇫🇷 Euronext Paris2.38%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States17.84%
- 🇩🇪 Germany3.78%
- 🇫🇷 France2.38%
Dividends
Dividend Yield
0.44%
5 out of 13 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $TTE.PA (5.08%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 3.3/10
Beta
1.27
1.27
0
0.8
1.2
0
2
Sharpe Ratio
0.41
0.41
0
0.5
1
1.5
1.5
Sortino Ratio
0.7
0.7
0
1
2
3
3
Jensen's Alpha
-7.28
-7.28
-8
0
2
4.5
4.5
Omega Ratio
0.83
0.83
0
1
1.5
2.5
2.5
Treynor Ratio
0.56
0.56
0
0.75
1.25
2
2
Information Ratio
-0.24
-0.24
-1
0.3
0.6
1
1
Calmar Ratio
0.65
0.65
0
0.3
0.6
1
1
Beta
1.27
1.27
0
0.8
1.2
0
2
Sharpe Ratio
0.41
0.41
0
0.5
1
1.5
1.5
Sortino Ratio
0.7
0.7
0
1
2
3
3
Jensen's Alpha
-7.28
-7.28
-8
0
2
4.5
4.5
Omega Ratio
0.83
0.83
0
1
1.5
2.5
2.5
Treynor Ratio
0.56
0.56
0
0.75
1.25
2
2
Information Ratio
-0.24
-0.24
-1
0.3
0.6
1
1
Calmar Ratio
0.65
0.65
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
18.57
High:
V
30.37VLow:
PUM.DE
-4.96PUM.DEDetails
PEG Ratio
208.84
High:V
564.33VLow:
ADBE
47.75ADBEDetails
Price/Book
1.97
High:V
16VLow:
TTE.PA
1.46TTE.PADetails
Price/Sales
2.87
High:V
14.97VLow:PUM.DE
0.44PUM.DEDetails
Price/CF
17.1
High:
KO
40.7KOLow:TTE.PA
4.99TTE.PADetails
Price/FCF
43.38
High:KO
272.99KOLow:ADBE
13.55ADBEDetails
P/E Ratio
18.57
High:V
30.37VLow:PUM.DE
-4.96PUM.DEDetails
PEG Ratio
208.84
High:V
564.33VLow:ADBE
47.75ADBEDetails
Price/Book
1.97
High:V
16VLow:TTE.PA
1.46TTE.PADetails
Price/Sales
2.87
High:V
14.97VLow:PUM.DE
0.44PUM.DEDetails
Price/CF
17.1
High:KO
40.7KOLow:TTE.PA
4.99TTE.PADetails
Price/FCF
43.38
High:KO
272.99KOLow:ADBE
13.55ADBEDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-17.45% | Dec 2024 | - | 16 |
-1.28% | Oct 2024 | Nov 2024 | 1 |