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+0.79%
This Month
+21.41%
Year To Date
+119.74%
2 Years
+373.59%
5 Years
+479.07%
10 Years
+25.43%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies56.6%
- 💰 Finance28.77%
- ⛏️ Energy Minerals10.77%
- 🧪 Process Industries3.08%
- 🍞 Consumer Non Durables0.65%
- 💵 Cash0.18%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency56.6%
- 🇺🇸 NYSE32.73%
- 🇩🇪 FRA9.9%
- 🇺🇸 Nasdaq0.65%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States33.37%
- 🇩🇪 Germany9.9%
Dividends
Dividend Yield
2.23%
10 out of 11 instruments pay dividend.
3 dividend payments in the next 30 days.
Highest Dividend: $APLE (7.41%)
Performance Metrics
Score 7.2/10
Beta
0.68
0.68
0
0.8
1.2
0
2
Sharpe Ratio
0.69
0.69
0
0.5
1
1.5
1.5
Sortino Ratio
1.53
1.53
0
1
2
3
3
Jensen's Alpha
22.04
22.04
-2
0
2
23
23
Omega Ratio
1.54
1.54
0
1
1.5
2.5
2.5
Treynor Ratio
3.34
3.34
0
0.75
1.25
4
4
Information Ratio
0.44
0.44
0
0.3
0.6
1
1
Calmar Ratio
0.42
0.42
0
0.3
0.6
1
1
Beta
0.68
0.68
0
0.8
1.2
0
2
Sharpe Ratio
0.69
0.69
0
0.5
1
1.5
1.5
Sortino Ratio
1.53
1.53
0
1
2
3
3
Jensen's Alpha
22.04
22.04
-2
0
2
23
23
Omega Ratio
1.54
1.54
0
1
1.5
2.5
2.5
Treynor Ratio
3.34
3.34
0
0.75
1.25
4
4
Information Ratio
0.44
0.44
0
0.3
0.6
1
1
Calmar Ratio
0.42
0.42
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
21.75
High:
BAS.DE
100.78BAS.DELow:
KHC
-6.02KHCDetails
PEG Ratio
31.75
High:
ALV.DE
75.82ALV.DELow:
MPW
-10.37MPWDetails
Price/Book
1.91
High:ALV.DE
2.45ALV.DELow:MPW
0.55MPWDetails
Price/Sales
0.72
High:
O
9.61OLow:
PSX
0.4PSXDetails
Price/CF
4.36
High:PSX
14.48PSXLow:ALV.DE
2.73ALV.DEDetails
Price/FCF
6.25
High:BAS.DE
656.13BAS.DELow:ALV.DE
3.38ALV.DEDetails
P/E Ratio
21.75
High:BAS.DE
100.78BAS.DELow:KHC
-6.02KHCDetails
PEG Ratio
31.75
High:ALV.DE
75.82ALV.DELow:MPW
-10.37MPWDetails
Price/Book
1.91
High:ALV.DE
2.45ALV.DELow:MPW
0.55MPWDetails
Price/Sales
0.72
High:O
9.61OLow:PSX
0.4PSXDetails
Price/CF
4.36
High:PSX
14.48PSXLow:ALV.DE
2.73ALV.DEDetails
Price/FCF
6.25
High:BAS.DE
656.13BAS.DELow:ALV.DE
3.38ALV.DEDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-47.52% | Feb 2018 | May 2019 | 15 |
-21.58% | Jul 2019 | Jan 2020 | 6 |
-20.66% | Apr 2022 | Feb 2024 | 22 |
-8.9% | Feb 2025 | May 2025 | 3 |
-7.71% | Apr 2024 | Sep 2024 | 5 |
-6.06% | May 2021 | Aug 2021 | 3 |
-3.24% | Dec 2024 | Jan 2025 | 1 |
-3.12% | Feb 2020 | Mar 2020 | 1 |
-2.88% | Sep 2020 | Oct 2020 | 1 |
-2.35% | Jan 2022 | Mar 2022 | 2 |
-1.62% | Sep 2021 | Oct 2021 | 1 |
-0.64% | Aug 2025 | Sep 2025 | 1 |
-0.37% | Nov 2021 | Dec 2021 | 1 |