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+0.4%
Today
+0.4%
This Month
+5.57%
Year To Date
+147.84%
2 Years
+116.96%
5 Years
+18.78%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- š» Electronic Technology33.23%
- š„ļø Technology Services21.01%
- šŖØ Non Energy Minerals14.98%
- šµ Cash10.18%
- šŖ Cryptocurrencies7.86%
- šāāļø Consumer Services4.98%
- š¼ Commercial Services3.5%
- š Transportation2.9%
- š° Finance1.86%
Exchanges Breakdown
- Exchange
- Total
- š©šŖ FRA32.68%
- šŗšø Nasdaq27.55%
- šŗšø NYSE22.22%
- š Digital Currency7.86%
Countries Breakdown
- Country
- Total
- š©šŖ Germany32.68%
- šŗšø United States32.21%
- šØš¦ Canada14.98%
- š®š± Israel2.58%
Dividends
Dividend Yield
0.45%
3 out of 19 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $GOLD.BARRICK (2.01%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 GOLD.BARRICK | 0.3% | 2.01% | $0.4 |
 RHM.DE | 0.14% | 0.44% | $5.7 |
 GOOG | 0% | 0.51% | $0.2 |
Next Dividends
Instrument | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 6.5/10
Beta
1
1
0
0.8
1.2
0
2
Sharpe Ratio
0.72
0.72
0
0.5
1
1.5
1.5
Sortino Ratio
1.31
1.31
0
1
2
3
3
Jensen's Alpha
6.93
6.93
-2
0
2
7
7
Omega Ratio
1.35
1.35
0
1
1.5
2.5
2.5
Treynor Ratio
1.45
1.45
0
0.75
1.25
2
2
Information Ratio
0.38
0.38
0
0.3
0.6
1
1
Calmar Ratio
0.48
0.48
0
0.3
0.6
1
1
Beta
1
1
0
0.8
1.2
0
2
Sharpe Ratio
0.72
0.72
0
0.5
1
1.5
1.5
Sortino Ratio
1.31
1.31
0
1
2
3
3
Jensen's Alpha
6.93
6.93
-2
0
2
7
7
Omega Ratio
1.35
1.35
0
1
1.5
2.5
2.5
Treynor Ratio
1.45
1.45
0
0.75
1.25
2
2
Information Ratio
0.38
0.38
0
0.3
0.6
1
1
Calmar Ratio
0.48
0.48
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
40.05
High:
MNDY
433.43MNDYLow:
GTLB
-1,720.22GTLBDetails
PEG Ratio
112.8
High:
PYPL
371.18PYPLLow:GTLB
-1,729.68GTLBDetails
Price/Book
4.73
High:
RHM.DE
14.52RHM.DELow:
IAC
0.61IACDetails
Price/Sales
4.16
High:
ANET
14.38ANETLow:
ANGI
0.62ANGIDetails
Price/CF
12.75
High:GTLB
124GTLBLow:
WBD
4.83WBDDetails
Price/FCF
26.31
High:GTLB
128.9GTLBLow:WBD
5.86WBDDetails
P/E Ratio
40.05
High:MNDY
433.43MNDYLow:GTLB
-1,720.22GTLBDetails
PEG Ratio
112.8
High:PYPL
371.18PYPLLow:GTLB
-1,729.68GTLBDetails
Price/Book
4.73
High:RHM.DE
14.52RHM.DELow:IAC
0.61IACDetails
Price/Sales
4.16
High:ANET
14.38ANETLow:ANGI
0.62ANGIDetails
Price/CF
12.75
High:GTLB
124GTLBLow:WBD
4.83WBDDetails
Price/FCF
26.31
High:GTLB
128.9GTLBLow:WBD
5.86WBDDetails
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 |
-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 | Mar 2025 | 1 |