Loading...
-2.89%
This Month
+21.38%
Year To Date
+108.5%
2 Years
+317.06%
5 Years
+478.91%
10 Years
+25.13%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies53.62%
- 💰 Finance29.01%
- ⛏️ Energy Minerals10.48%
- 🧪 Process Industries3.01%
- 🍞 Consumer Non Durables2.28%
- 💵 Cash2.25%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency53.62%
- 🇺🇸 NYSE32.82%
- 🇩🇪 FRA9.68%
- 🇺🇸 Nasdaq2.28%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States35.1%
- 🇩🇪 Germany9.68%
Dividends
Dividend Yield
2.32%
9 out of 12 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $APLE (8.31%)
Performance Metrics
Score 7.2/10
Beta
0.68
0.68
0
0.8
1.2
0
2
Sharpe Ratio
0.7
0.7
0
0.5
1
1.5
1.5
Sortino Ratio
1.55
1.55
0
1
2
3
3
Jensen's Alpha
22.02
22.02
-2
0
2
23
23
Omega Ratio
1.55
1.55
0
1
1.5
2.5
2.5
Treynor Ratio
3.35
3.35
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
0.7
0.7
0
0.5
1
1.5
1.5
Sortino Ratio
1.55
1.55
0
1
2
3
3
Jensen's Alpha
22.02
22.02
-2
0
2
23
23
Omega Ratio
1.55
1.55
0
1
1.5
2.5
2.5
Treynor Ratio
3.35
3.35
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
24.93
High:
BAS.DE
100.07BAS.DELow:
KHC.RTH.
-5.7KHC.RTH.Details
PEG Ratio
28.63
High:
ALV.DE
75.67ALV.DELow:
MPW
-11.98MPWDetails
Price/Book
1.86
High:ALV.DE
2.55ALV.DELow:MPW
0.64MPWDetails
Price/Sales
0.67
High:
O
9.88OLow:
PSX
0.4PSXDetails
Price/CF
4.43
High:PSX
14.48PSXLow:ALV.DE
2.73ALV.DEDetails
Price/FCF
6.42
High:BAS.DE
656.13BAS.DELow:ALV.DE
3.38ALV.DEDetails
P/E Ratio
24.93
High:BAS.DE
100.07BAS.DELow:KHC.RTH.
-5.7KHC.RTH.Details
PEG Ratio
28.63
High:ALV.DE
75.67ALV.DELow:MPW
-11.98MPWDetails
Price/Book
1.86
High:ALV.DE
2.55ALV.DELow:MPW
0.64MPWDetails
Price/Sales
0.67
High:O
9.88OLow:PSX
0.4PSXDetails
Price/CF
4.43
High:PSX
14.48PSXLow:ALV.DE
2.73ALV.DEDetails
Price/FCF
6.42
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 |
-2.89% | Oct 2025 | - | 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 |