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0%
This Month
+14.34%
Year To Date
+144.89%
2 Years
+134.97%
5 Years
+134.97%
10 Years
+18.98%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology35.23%
- 🖥️ Technology Services17.31%
- 🪙 Cryptocurrencies12.21%
- 🛍️ Retail Trade8.87%
- 🚚 Transportation6.45%
- 💵 Cash5.46%
- 💇♀️ Consumer Services5.41%
- 🧬 Health Technology5.14%
- 💼 Commercial Services3.27%
- 🏥 Health Services1.54%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq53.34%
- 🇩🇪 FRA25.34%
- 🌍 Digital Currency12.21%
- 🇺🇸 NYSE4.54%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States41.11%
- 🇩🇪 Germany25.34%
- 🇺🇾 Uruguay8.87%
- 🇨🇭 Switzerland5.14%
- 🇮🇱 Israel2.76%
Dividends
Dividend Yield
0.16%
3 out of 21 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $RHM.DE (0.47%)
Performance Metrics
Score 6.5/10
Beta
0.99
0.99
0
0.8
1.2
0
2
Sharpe Ratio
0.74
0.74
0
0.5
1
1.5
1.5
Sortino Ratio
1.37
1.37
0
1
2
3
3
Jensen's Alpha
5.01
5.01
-2
0
2
6
6
Omega Ratio
1.23
1.23
0
1
1.5
2.5
2.5
Treynor Ratio
1.47
1.47
0
0.75
1.25
2
2
Information Ratio
0.27
0.27
0
0.3
0.6
1
1
Calmar Ratio
0.49
0.49
0
0.3
0.6
1
1
Beta
0.99
0.99
0
0.8
1.2
0
2
Sharpe Ratio
0.74
0.74
0
0.5
1
1.5
1.5
Sortino Ratio
1.37
1.37
0
1
2
3
3
Jensen's Alpha
5.01
5.01
-2
0
2
6
6
Omega Ratio
1.23
1.23
0
1
1.5
2.5
2.5
Treynor Ratio
1.47
1.47
0
0.75
1.25
2
2
Information Ratio
0.27
0.27
0
0.3
0.6
1
1
Calmar Ratio
0.49
0.49
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
35.93
High:
GTLB
481.64GTLBLow:
CRSP
-9.56CRSPDetails
PEG Ratio
3,443.2
High:
AAPL
23,990.48AAPLLow:
TDOC
-8.1TDOCDetails
Price/Book
29.33
High:AAPL
52.39AAPLLow:
IAC
0.6IACDetails
Price/Sales
7.73
High:CRSP
118.6CRSPLow:TDOC
0.53TDOCDetails
Price/CF
26.97
High:GTLB
1,830.86GTLBLow:TDOC
5.05TDOCDetails
Price/FCF
37.48
High:GTLB
35,540.72GTLBLow:TDOC
5.25TDOCDetails
P/E Ratio
35.93
High:GTLB
481.64GTLBLow:CRSP
-9.56CRSPDetails
PEG Ratio
3,443.2
High:AAPL
23,990.48AAPLLow:TDOC
-8.1TDOCDetails
Price/Book
29.33
High:AAPL
52.39AAPLLow:IAC
0.6IACDetails
Price/Sales
7.73
High:CRSP
118.6CRSPLow:TDOC
0.53TDOCDetails
Price/CF
26.97
High:GTLB
1,830.86GTLBLow:TDOC
5.05TDOCDetails
Price/FCF
37.48
High:GTLB
35,540.72GTLBLow:TDOC
5.25TDOCDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-39.68% | Nov 2021 | Feb 2024 | 27 |
-7.44% | Apr 2024 | May 2024 | 1 |
-5.28% | Jun 2024 | Aug 2024 | 2 |
-5.2% | Sep 2021 | Oct 2021 | 1 |
-3.13% | Jun 2025 | - | 4 |
-2.18% | May 2021 | Jun 2021 | 1 |
-2.04% | Feb 2021 | Apr 2021 | 2 |
-1.63% | Jul 2021 | Aug 2021 | 1 |
-1.52% | Dec 2024 | Jan 2025 | 1 |
-1.39% | Feb 2025 | Apr 2025 | 2 |