Loading...
+0.57%
This Month
-2.21%
Year To Date
-15.48%
2 Years
+31.71%
5 Years
+31.71%
10 Years
+7.62%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs93.37%
- 🧩 Miscellaneous6%
- 💵 Cash0.53%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE66.56%
- 🇩🇪 Xetra ETFs26.81%
- 🇫🇷 Euronext Paris6%
Countries Breakdown
- Country
- Total
Dividends
Dividend Yield
0%
0 out of 3 instruments pay dividend.
0 dividend payments in the next 30 days.
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 3.3/10
Beta
0.89
0.89
0
0.8
1.2
0
2
Sharpe Ratio
0.24
0.24
0
0.5
1
1.5
1.5
Sortino Ratio
0.4
0.4
0
1
2
3
3
Jensen's Alpha
-1.97
-1.97
-2
0
2
4.5
4.5
Omega Ratio
0.9
0.9
0
1
1.5
2.5
2.5
Treynor Ratio
0.63
0.63
0
0.75
1.25
2
2
Information Ratio
-0.12
-0.12
-1
0.3
0.6
1
1
Calmar Ratio
0.29
0.29
0
0.3
0.6
1
1
Beta
0.89
0.89
0
0.8
1.2
0
2
Sharpe Ratio
0.24
0.24
0
0.5
1
1.5
1.5
Sortino Ratio
0.4
0.4
0
1
2
3
3
Jensen's Alpha
-1.97
-1.97
-2
0
2
4.5
4.5
Omega Ratio
0.9
0.9
0
1
1.5
2.5
2.5
Treynor Ratio
0.63
0.63
0
0.75
1.25
2
2
Information Ratio
-0.12
-0.12
-1
0.3
0.6
1
1
Calmar Ratio
0.29
0.29
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
N/A
Details
PEG Ratio
N/A
Details
Price/Book
N/A
Details
Price/Sales
N/A
Details
Price/CF
N/A
Details
Price/FCF
N/A
Details
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-25.91% | Mar 2025 | - | 15 |
-15.63% | Jun 2024 | Feb 2025 | 8 |
-9.56% | Feb 2023 | Mar 2023 | 1 |
-6.77% | Aug 2023 | Dec 2023 | 4 |
-3.72% | Jan 2024 | Feb 2024 | 1 |
-2.44% | Apr 2024 | May 2024 | 1 |
-2.42% | Apr 2023 | Jun 2023 | 2 |
-0.88% | Dec 2022 | Jan 2023 | 1 |