Loading...
-0.91%
This Month
-0.91%
Year To Date
+90.62%
2 Years
+66.68%
5 Years
+66.68%
10 Years
+12.77%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies39.26%
- 🍞 Consumer Non Durables34.65%
- 🚗 Consumer Durables15.86%
- 💻 Electronic Technology9.52%
- 💵 Cash0.97%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE50.51%
- 🌍 Digital Currency39.26%
- 🇨🇭 SIX9.52%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States50.51%
- 🇨🇭 Switzerland9.52%
Dividends
Dividend Yield
1.34%
4 out of 5 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $PM (3.17%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 5.4/10
Beta
1.32
1.32
0
0.8
1.2
0
2
Sharpe Ratio
0.42
0.42
0
0.5
1
1.5
1.5
Sortino Ratio
0.66
0.66
0
1
2
3
3
Jensen's Alpha
5.71
5.71
-2
0
2
6
6
Omega Ratio
1.21
1.21
0
1
1.5
2.5
2.5
Treynor Ratio
0.98
0.98
0
0.75
1.25
2
2
Information Ratio
0.26
0.26
0
0.3
0.6
1
1
Calmar Ratio
0.33
0.33
0
0.3
0.6
1
1
Beta
1.32
1.32
0
0.8
1.2
0
2
Sharpe Ratio
0.42
0.42
0
0.5
1
1.5
1.5
Sortino Ratio
0.66
0.66
0
1
2
3
3
Jensen's Alpha
5.71
5.71
-2
0
2
6
6
Omega Ratio
1.21
1.21
0
1
1.5
2.5
2.5
Treynor Ratio
0.98
0.98
0
0.75
1.25
2
2
Information Ratio
0.26
0.26
0
0.3
0.6
1
1
Calmar Ratio
0.33
0.33
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
28.01
High:
PM
32.35PMLow:
LOGN.ZU
17.38LOGN.ZUDetails
PEG Ratio
187.79
High:LOGN.ZU
324.59LOGN.ZULow:
KO
95.16KODetails
Price/Book
9.31
High:KO
10.06KOLow:PM
-25.47PMDetails
Price/Sales
2.56
High:PM
6.98PMLow:
GM
0.42GMDetails
Price/CF
13.78
High:KO
37.25KOLow:GM
2.8GMDetails
Price/FCF
146.4
High:KO
272.99KOLow:LOGN.ZU
21.89LOGN.ZUDetails
P/E Ratio
28.01
High:PM
32.35PMLow:LOGN.ZU
17.38LOGN.ZUDetails
PEG Ratio
187.79
High:LOGN.ZU
324.59LOGN.ZULow:KO
95.16KODetails
Price/Book
9.31
High:KO
10.06KOLow:PM
-25.47PMDetails
Price/Sales
2.56
High:PM
6.98PMLow:GM
0.42GMDetails
Price/CF
13.78
High:KO
37.25KOLow:GM
2.8GMDetails
Price/FCF
146.4
High:KO
272.99KOLow:LOGN.ZU
21.89LOGN.ZUDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-37.11% | Jan 2022 | Feb 2024 | 25 |
-34.51% | Feb 2025 | Aug 2025 | 6 |
-19.94% | Apr 2024 | Oct 2024 | 6 |
-19.62% | Oct 2025 | - | 4 |
-3.13% | Dec 2024 | Jan 2025 | 1 |