Effective portfolio of KarlRanseyer on eToro

Instrument	Portfolio Yield	Company Yield	Per Share
TLT	0.09%	4.21%	-
BRBY.L	0.07%	6.1%	$0.61
RHM.DE	0.06%	0.45%	$5.7
BIL	0.04%	4.76%	-
UNH	0.04%	2.75%	$7.74
LHA.DE	0.04%	4.49%	$0.3
HD	0.03%	2.45%	$8.52
OXY	0.02%	2.22%	$0.8
TMF	0.02%	4.06%	-
FMC	0.02%	5.92%	$2.32
MPCC.OL	0.02%	26.1%	$5.9
ZIM	0.02%	39.33%	$0.23
TSM	0.01%	1.15%	$1.74
MMT.PA	0.01%	9.65%	$1.25
DELL	0.01%	1.65%	$1.63
P911.DE	0.01%	5.02%	$2.31
INTU	0.01%	0.61%	$3.6
CVS	0.01%	4.27%	$2.54
MO	0.01%	6.85%	$3.92
GOOG	0.01%	0.47%	$0.2
RTX	0.01%	1.9%	$2.44
SIRI	0.01%	4.86%	$0.1
ALB	0.01%	2.83%	$1.6
MC.PA	0.01%	2.64%	$13
NKE	0.01%	2.6%	$1.45
SOXL	0.01%	2.88%	-
LMT	0%	2.77%	$12.45
CDI.PA	0%	2.8%	$13
WB	0%	9.03%	-
BABA	0%	0.83%	$0.98
INTC	0%	2.39%	$0.5
0968.HK	0%	10.16%	$0.23
HPQ	0%	3.98%	$1.1
ASML	0%	0.8%	$5.57
TKA.DE	0%	1.74%	$0.15
JD.US	0%	2.9%	$0.74
ATHM.CH	0%	6.83%	$1.68
EVO.ST	0%	4.62%	$31.03
ABR	0%	17.25%	$1.72
VOW3.DE	0%	6.51%	$9.06
AYV.PA	0%	4.03%	$0.47
META	0%	0.32%	$1
RR.L	0%	0.72%	-
NOC	0%	1.74%	$7.67
PEP	0%	4.21%	$5.15
IAPD.L	0%	9.65%	-
0992.HK	0%	3.83%	$0.38
CRM	0%	0.57%	$0.4
NTES	0%	2.14%	$2.58
ASML.NV	0%	0.96%	$6.1
00763.HK	0%	2.96%	$0.74
VIPS	0%	3.19%	$0.41
BTI	0%	6.76%	$2.92
NOVO-B.CO	0%	2.5%	$9.4
SMSN.L	0%	2.32%	$23.68
GDXJ	0%	1.82%	-
2318.HK	0%	5.91%	$2.63
GDX	0%	0.82%	-
669.HK	0%	2.47%	$1.93
NVDA	0%	0.03%	$0.02
GD	0%	2.08%	$5.48
EMB	0%	5.53%	-
0700.HK	0%	0.87%	$3.4
BBWI	0%	2.53%	$0.8
00285.HK	0%	1.77%	$0.59
TME	0%	1.03%	$0.12
CMCX	0%	3.92%	$0.05
MPWR	0%	0.78%	$4.5
01211.HK	0%	0.93%	$3.41
02382.HK	0%	0.83%	$0.22
BA.L	0%	1.81%	$0.3
YMM	0%	0.68%	$0.13
HTZWW	0%	15.89%	$0.53
MRK	0%	4.09%	$3.04
AMAT	0%	1.02%	$1.44
AAPL	0%	0.5%	$0.97
CNI	0%	2.27%	$2.42
TCOM.CH	0%	0.45%	-
SAF.PA	0%	1.12%	$2.2
3888.HK	0%	0.39%	$0.14
IEML.L	0%	5.94%	-
GOOGL	0%	0.48%	$0.2
AM.PA	0%	1.52%	$3.37
SHEL.L	0%	4.36%	$0.8
02018.HK	0%	0.62%	$0.1
OGZDL.L	0%	67.74%	-
ALL	0%	1.84%	$3.62
WFC	0%	2.18%	$1.4
RCL	0%	0.71%	-
CAT	0%	1.64%	$5.31
GE	0%	0.63%	$0.44
MSFT	0%	0.72%	$3
CP	0%	0.68%	$0.56
IDR.MC	0%	0.6%	$0.2
IBM	0%	2.56%	$6.65
DTE.DE	0%	2.62%	$0.77
B	0%	2.06%	$0.4
TXN	0%	2.89%	$5.14
LIT	0%	1.03%	-
STX.US	0%	2.72%	$2.8
ROSNL.L	0%	21.42%	-
SHA0.DE	0%	5.79%	$0.45
HEI.DE	0%	1.81%	$3
CBK.DE	0%	2.48%	$0.35
JPM	0%	2.03%	$4.4
EBAY	0%	1.56%	$1.04
BAC	0%	2.4%	$0.96
NESN.ZU	0%	3.45%	$3
DB1.DE	0%	1.39%	$3.8
WDC	0%	0.2%	-
DWNI.DE	0%	0.18%	$0.04

Next Dividends

Stock	Type	Date	Pay Per Share
AMAT	Ex-Dividend	May 22, 2025	$0.46
AM.PA	Pay Day	May 22, 2025	$5.30
RTX	Ex-Dividend	May 23, 2025	$0.68
02018.HK	Ex-Dividend	May 26, 2025	$0.03
AYV.PA	Ex-Dividend	May 26, 2025	$0.38
SAF.PA	Ex-Dividend	May 27, 2025	$3.04
00763.HK	Pay Day	May 27, 2025	$0.01
AYV.PA	Pay Day	May 28, 2025	$0.38
SIRI	Pay Day	May 28, 2025	$0.27
EBAY	Ex-Dividend	May 30, 2025	$0.29
NTES	Ex-Dividend	May 30, 2025	$0.68
0700.HK	Pay Day	May 30, 2025	$0.58
B	Ex-Dividend	May 30, 2025	$0.10
ABR	Pay Day	May 30, 2025	$0.30
WFC	Pay Day	Jun 1, 2025	$0.40
NKE	Ex-Dividend	Jun 2, 2025	$0.40
LMT	Ex-Dividend	Jun 2, 2025	$3.30
SAF.PA	Pay Day	Jun 2, 2025	$3.04
NOC	Ex-Dividend	Jun 2, 2025	$2.31
ZIM	Ex-Dividend	Jun 2, 2025	$0.74
WDC	Ex-Dividend	Jun 4, 2025	$0.10
RCL	Ex-Dividend	Jun 4, 2025	$0.75
02382.HK	Ex-Dividend	Jun 5, 2025	$0.07
BAC	Ex-Dividend	Jun 6, 2025	$0.26
PEP	Ex-Dividend	Jun 6, 2025	$1.42
BBWI	Ex-Dividend	Jun 6, 2025	$0.20
GOOG	Ex-Dividend	Jun 9, 2025	$0.21
GOOGL	Ex-Dividend	Jun 9, 2025	$0.21
ZIM	Pay Day	Jun 9, 2025	$0.74
CNI	Ex-Dividend	Jun 9, 2025	$0.64
IBM	Pay Day	Jun 10, 2025	$1.68
OXY	Ex-Dividend	Jun 10, 2025	$0.24
HPQ	Ex-Dividend	Jun 11, 2025	$0.29
MSFT	Pay Day	Jun 12, 2025	$0.83
RTX	Pay Day	Jun 12, 2025	$0.68
AMAT	Pay Day	Jun 12, 2025	$0.46
TSM	Ex-Dividend	Jun 12, 2025	$0.68
EBAY	Pay Day	Jun 13, 2025	$0.29
ALB	Ex-Dividend	Jun 13, 2025	$0.40
NTES	Pay Day	Jun 13, 2025	$0.68
GOOG	Pay Day	Jun 16, 2025	$0.21
MO	Ex-Dividend	Jun 16, 2025	$1.02
B	Pay Day	Jun 16, 2025	$0.10
GOOGL	Pay Day	Jun 16, 2025	$0.21
WDC	Pay Day	Jun 18, 2025	$0.10
NOC	Pay Day	Jun 18, 2025	$2.31
02018.HK	Pay Day	Jun 19, 2025	$0.03
BBWI	Pay Day	Jun 20, 2025	$0.20
SHEL.L	Pay Day	Jun 23, 2025	$0.36
BAC	Pay Day	Jun 27, 2025	$0.26
LMT	Pay Day	Jun 27, 2025	$3.30
02382.HK	Pay Day	Jun 27, 2025	$0.07
669.HK	Pay Day	Jun 27, 2025	$0.15
BTI	Ex-Dividend	Jun 27, 2025	$0.75
CP	Ex-Dividend	Jun 27, 2025	$0.16
PEP	Pay Day	Jun 30, 2025	$1.42
FMC	Ex-Dividend	Jun 30, 2025	$0.58
CNI	Pay Day	Jun 30, 2025	$0.64
NKE	Pay Day	Jul 1, 2025	$0.40
ALB	Pay Day	Jul 1, 2025	$0.40
HPQ	Pay Day	Jul 2, 2025	$0.29
JPM	Ex-Dividend	Jul 3, 2025	$1.40
RCL	Pay Day	Jul 3, 2025	$0.75
IDR.MC	Ex-Dividend	Jul 8, 2025	$0.26
IDR.MC	Pay Day	Jul 10, 2025	$0.26
MO	Pay Day	Jul 10, 2025	$1.02
TSM	Pay Day	Jul 10, 2025	$0.68
OXY	Pay Day	Jul 15, 2025	$0.24
FMC	Pay Day	Jul 17, 2025	$0.58
CP	Pay Day	Jul 28, 2025	$0.16
JPM	Pay Day	Jul 31, 2025	$1.40
BTI	Pay Day	Aug 6, 2025	$0.75
GDX	Pay Day	Dec 24, 2025	$0.00
GDXJ	Pay Day	Dec 24, 2025	$0.00

Performance Metrics

Score 2.8/10

Beta

1.49

0.8

1.2

Sharpe Ratio

0.25

0.5

1.5

Sortino Ratio

0.4

Jensen's Alpha

-5.94

-6

4.5

Omega Ratio

0.95

1.5

2.5

Treynor Ratio

0.44

0.75

1.25

Information Ratio

-0.07

-1

0.3

0.6

Calmar Ratio

0.24

0.3

0.6

Beta

1.49

0.8

1.2

Sharpe Ratio

0.25

0.5

1.5

Sortino Ratio

0.4

Jensen's Alpha

-5.94

-6

4.5

Omega Ratio

0.95

1.5

2.5

Treynor Ratio

0.44

0.75

1.25

Information Ratio

-0.07

-1

0.3

0.6

Calmar Ratio

0.24

0.3

0.6

Portfolio Valuation

Based on weighted open stock positions

P/E Ratio

41.48

High:

GRAB

882.14

Low:

CRWD

-5,271.16

Details

PEG Ratio

156.63

High:

COIN

961.77

Low:

-2,728.57

Details

Price/Book

12.5

High:

APP

213.49

Low:

RR.L

-76.25

Details

Price/Sales

8.26

High:

MSTR

232.82

Low:

VOW3.DE

0.15

Details

Price/CF

30.32

High:

MSTR

7,511.07

Low:

CBK.DE

0.14

Details

Price/FCF

52.96

High:

PEP

5,253.35

Low:

ZIM

0.6

Details

P/E Ratio

41.48

High:

GRAB

882.14

Low:

CRWD

-5,271.16

Details

Worst Drawdowns

Depth	Start	End	Total months
-34.07%	Aug 2023	Nov 2024	15
-16.7%	Dec 2024	May 2025	5
-7.86%	Nov 2022	Jul 2023	8

Monthly Performance

Diversification

Sectors Breakdown

Sector
Total

💻 Electronic Technology
24.11%
🪙 Cryptocurrencies
24.07%
🖥️ Technology Services
11.81%
🚗 Consumer Durables
6.51%
🛍️ Retail Trade
6.03%
💵 Cash
5.52%
📊 ETFs
4.26%
🚚 Transportation
2.56%
🍞 Consumer Non Durables
2.26%
🏥 Health Services
1.91%
💰 Finance
1.22%
⛏️ Energy Minerals
1.1%
💼 Commercial Services
0.95%
💇‍♀️ Consumer Services
0.59%
🧪 Process Industries
0.53%
🧬 Health Technology
0.38%
🪨 Non Energy Minerals
0.3%
🛠️ Producer Manufacturing
0.2%
🌾 Commodities
0.03%
🧩 Miscellaneous
0.01%
📡 Communications
0.01%
⚡ Utilities
0%

Exchanges Breakdown

Exchange
Total

🇺🇸 Nasdaq
27.35%
🌍 Digital Currency
24.07%
🇺🇸 NYSE
17.98%
🇩🇪 FRA
15.56%
🇬🇧 LSE
1.71%
🇭🇰 Hong Kong Exchanges
1.06%
🇫🇷 Euronext Paris
0.62%
🇳🇱 Euronext Amsterdam
0.19%
🇳🇴 Oslo Stock Exchange
0.07%
🇩🇰 Copenhagen Stock Exchange
0.06%
🇸🇪 Stockholm Stock Exchange
0.06%
🌍 Commodity
0.03%
🇪🇸 Bolsa De Madrid
0.03%
🇺🇸 Chicago Board Options Exchange
0.02%
🇺🇸 OTC Markets Stock Exchange
0%
🇨🇭 SIX
0%

Countries Breakdown

Country
Total

🇺🇸 United States
29.66%
🇩🇪 Germany
15.56%
🇸🇬 Singapore
4.25%
🇨🇳 China
3.54%
🇮🇱 Israel
2.63%
🇬🇧 United Kingdom
1.57%
🇹🇼 Taiwan
0.93%
🇳🇱 Netherlands
0.67%
🇫🇷 France
0.62%
🇭🇰 Hong Kong
0.24%
🇨🇦 Canada
0.19%
🇮🇪 Ireland
0.18%
🇱🇺 Luxembourg
0.11%
🇳🇴 Norway
0.07%
🇩🇰 Denmark
0.06%
🇸🇪 Sweden
0.06%
🇰🇷 South Korea
0.06%
🇪🇸 Spain
0.03%
🇦🇺 Australia
0%
🇷🇺 Russia
0%
🇨🇭 Switzerland
0%

Dividends

Dividend Yield

0.68%

111 out of 279 instruments pay dividend.

22 dividend payments in the next 30 days.

Highest Dividend: $OGZDL.L (67.74%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
TLT	0.09%	4.21%	-
BRBY.L	0.07%	6.1%	$0.61
RHM.DE	0.06%	0.45%	$5.7
BIL	0.04%	4.76%	-
UNH	0.04%	2.75%	$7.74
LHA.DE	0.04%	4.49%	$0.3
HD	0.03%	2.45%	$8.52
OXY	0.02%	2.22%	$0.8
TMF	0.02%	4.06%	-
FMC	0.02%	5.92%	$2.32
MPCC.OL	0.02%	26.1%	$5.9
ZIM	0.02%	39.33%	$0.23
TSM	0.01%	1.15%	$1.74
MMT.PA	0.01%	9.65%	$1.25
DELL	0.01%	1.65%	$1.63
P911.DE	0.01%	5.02%	$2.31
INTU	0.01%	0.61%	$3.6
CVS	0.01%	4.27%	$2.54
MO	0.01%	6.85%	$3.92
GOOG	0.01%	0.47%	$0.2
RTX	0.01%	1.9%	$2.44
SIRI	0.01%	4.86%	$0.1
ALB	0.01%	2.83%	$1.6
MC.PA	0.01%	2.64%	$13
NKE	0.01%	2.6%	$1.45
SOXL	0.01%	2.88%	-
LMT	0%	2.77%	$12.45
CDI.PA	0%	2.8%	$13
WB	0%	9.03%	-
BABA	0%	0.83%	$0.98
INTC	0%	2.39%	$0.5
0968.HK	0%	10.16%	$0.23
HPQ	0%	3.98%	$1.1
ASML	0%	0.8%	$5.57
TKA.DE	0%	1.74%	$0.15
JD.US	0%	2.9%	$0.74
ATHM.CH	0%	6.83%	$1.68
EVO.ST	0%	4.62%	$31.03
ABR	0%	17.25%	$1.72
VOW3.DE	0%	6.51%	$9.06
AYV.PA	0%	4.03%	$0.47
META	0%	0.32%	$1
RR.L	0%	0.72%	-
NOC	0%	1.74%	$7.67
PEP	0%	4.21%	$5.15
IAPD.L	0%	9.65%	-
0992.HK	0%	3.83%	$0.38
CRM	0%	0.57%	$0.4
NTES	0%	2.14%	$2.58
ASML.NV	0%	0.96%	$6.1
00763.HK	0%	2.96%	$0.74
VIPS	0%	3.19%	$0.41
BTI	0%	6.76%	$2.92
NOVO-B.CO	0%	2.5%	$9.4
SMSN.L	0%	2.32%	$23.68
GDXJ	0%	1.82%	-
2318.HK	0%	5.91%	$2.63
GDX	0%	0.82%	-
669.HK	0%	2.47%	$1.93
NVDA	0%	0.03%	$0.02
GD	0%	2.08%	$5.48
EMB	0%	5.53%	-
0700.HK	0%	0.87%	$3.4
BBWI	0%	2.53%	$0.8
00285.HK	0%	1.77%	$0.59
TME	0%	1.03%	$0.12
CMCX	0%	3.92%	$0.05
MPWR	0%	0.78%	$4.5
01211.HK	0%	0.93%	$3.41
02382.HK	0%	0.83%	$0.22
BA.L	0%	1.81%	$0.3
YMM	0%	0.68%	$0.13
HTZWW	0%	15.89%	$0.53
MRK	0%	4.09%	$3.04
AMAT	0%	1.02%	$1.44
AAPL	0%	0.5%	$0.97
CNI	0%	2.27%	$2.42
TCOM.CH	0%	0.45%	-
SAF.PA	0%	1.12%	$2.2
3888.HK	0%	0.39%	$0.14
IEML.L	0%	5.94%	-
GOOGL	0%	0.48%	$0.2
AM.PA	0%	1.52%	$3.37
SHEL.L	0%	4.36%	$0.8
02018.HK	0%	0.62%	$0.1
OGZDL.L	0%	67.74%	-
ALL	0%	1.84%	$3.62
WFC	0%	2.18%	$1.4
RCL	0%	0.71%	-
CAT	0%	1.64%	$5.31
GE	0%	0.63%	$0.44
MSFT	0%	0.72%	$3
CP	0%	0.68%	$0.56
IDR.MC	0%	0.6%	$0.2
IBM	0%	2.56%	$6.65
DTE.DE	0%	2.62%	$0.77
B	0%	2.06%	$0.4
TXN	0%	2.89%	$5.14
LIT	0%	1.03%	-
STX.US	0%	2.72%	$2.8
ROSNL.L	0%	21.42%	-
SHA0.DE	0%	5.79%	$0.45
HEI.DE	0%	1.81%	$3
CBK.DE	0%	2.48%	$0.35
JPM	0%	2.03%	$4.4
EBAY	0%	1.56%	$1.04
BAC	0%	2.4%	$0.96
NESN.ZU	0%	3.45%	$3
DB1.DE	0%	1.39%	$3.8
WDC	0%	0.2%	-
DWNI.DE	0%	0.18%	$0.04

Next Dividends

Stock	Type	Date	Pay Per Share
AMAT	Ex-Dividend	May 22, 2025	$0.46
AM.PA	Pay Day	May 22, 2025	$5.30
RTX	Ex-Dividend	May 23, 2025	$0.68
02018.HK	Ex-Dividend	May 26, 2025	$0.03
AYV.PA	Ex-Dividend	May 26, 2025	$0.38
SAF.PA	Ex-Dividend	May 27, 2025	$3.04
00763.HK	Pay Day	May 27, 2025	$0.01
AYV.PA	Pay Day	May 28, 2025	$0.38
SIRI	Pay Day	May 28, 2025	$0.27
EBAY	Ex-Dividend	May 30, 2025	$0.29
NTES	Ex-Dividend	May 30, 2025	$0.68
0700.HK	Pay Day	May 30, 2025	$0.58
B	Ex-Dividend	May 30, 2025	$0.10
ABR	Pay Day	May 30, 2025	$0.30
WFC	Pay Day	Jun 1, 2025	$0.40
NKE	Ex-Dividend	Jun 2, 2025	$0.40
LMT	Ex-Dividend	Jun 2, 2025	$3.30
SAF.PA	Pay Day	Jun 2, 2025	$3.04
NOC	Ex-Dividend	Jun 2, 2025	$2.31
ZIM	Ex-Dividend	Jun 2, 2025	$0.74
WDC	Ex-Dividend	Jun 4, 2025	$0.10
RCL	Ex-Dividend	Jun 4, 2025	$0.75
02382.HK	Ex-Dividend	Jun 5, 2025	$0.07
BAC	Ex-Dividend	Jun 6, 2025	$0.26
PEP	Ex-Dividend	Jun 6, 2025	$1.42
BBWI	Ex-Dividend	Jun 6, 2025	$0.20
GOOG	Ex-Dividend	Jun 9, 2025	$0.21
GOOGL	Ex-Dividend	Jun 9, 2025	$0.21
ZIM	Pay Day	Jun 9, 2025	$0.74
CNI	Ex-Dividend	Jun 9, 2025	$0.64
IBM	Pay Day	Jun 10, 2025	$1.68
OXY	Ex-Dividend	Jun 10, 2025	$0.24
HPQ	Ex-Dividend	Jun 11, 2025	$0.29
MSFT	Pay Day	Jun 12, 2025	$0.83
RTX	Pay Day	Jun 12, 2025	$0.68
AMAT	Pay Day	Jun 12, 2025	$0.46
TSM	Ex-Dividend	Jun 12, 2025	$0.68
EBAY	Pay Day	Jun 13, 2025	$0.29
ALB	Ex-Dividend	Jun 13, 2025	$0.40
NTES	Pay Day	Jun 13, 2025	$0.68
GOOG	Pay Day	Jun 16, 2025	$0.21
MO	Ex-Dividend	Jun 16, 2025	$1.02
B	Pay Day	Jun 16, 2025	$0.10
GOOGL	Pay Day	Jun 16, 2025	$0.21
WDC	Pay Day	Jun 18, 2025	$0.10
NOC	Pay Day	Jun 18, 2025	$2.31
02018.HK	Pay Day	Jun 19, 2025	$0.03
BBWI	Pay Day	Jun 20, 2025	$0.20
SHEL.L	Pay Day	Jun 23, 2025	$0.36
BAC	Pay Day	Jun 27, 2025	$0.26
LMT	Pay Day	Jun 27, 2025	$3.30
02382.HK	Pay Day	Jun 27, 2025	$0.07
669.HK	Pay Day	Jun 27, 2025	$0.15
BTI	Ex-Dividend	Jun 27, 2025	$0.75
CP	Ex-Dividend	Jun 27, 2025	$0.16
PEP	Pay Day	Jun 30, 2025	$1.42
FMC	Ex-Dividend	Jun 30, 2025	$0.58
CNI	Pay Day	Jun 30, 2025	$0.64
NKE	Pay Day	Jul 1, 2025	$0.40
ALB	Pay Day	Jul 1, 2025	$0.40
HPQ	Pay Day	Jul 2, 2025	$0.29
JPM	Ex-Dividend	Jul 3, 2025	$1.40
RCL	Pay Day	Jul 3, 2025	$0.75
IDR.MC	Ex-Dividend	Jul 8, 2025	$0.26
IDR.MC	Pay Day	Jul 10, 2025	$0.26
MO	Pay Day	Jul 10, 2025	$1.02
TSM	Pay Day	Jul 10, 2025	$0.68
OXY	Pay Day	Jul 15, 2025	$0.24
FMC	Pay Day	Jul 17, 2025	$0.58
CP	Pay Day	Jul 28, 2025	$0.16
JPM	Pay Day	Jul 31, 2025	$1.40
BTI	Pay Day	Aug 6, 2025	$0.75
GDX	Pay Day	Dec 24, 2025	$0.00
GDXJ	Pay Day	Dec 24, 2025	$0.00

Performance Metrics

Score 2.8/10

Beta

1.49

0.8

1.2

Sharpe Ratio

0.25

0.5

1.5

Sortino Ratio

0.4

Jensen's Alpha

-5.94

-6

4.5

Omega Ratio

0.95

1.5

2.5

Treynor Ratio

0.44

0.75

1.25

Information Ratio

-0.07

-1

0.3

0.6

Calmar Ratio

0.24

0.3

0.6

Beta

1.49

0.8

1.2

Sharpe Ratio

0.25

0.5

1.5

Sortino Ratio

0.4

Jensen's Alpha

-5.94

-6

4.5

Omega Ratio

0.95

1.5

2.5

Treynor Ratio

0.44

0.75

1.25

Information Ratio

-0.07

-1

0.3

0.6

Calmar Ratio

0.24

0.3

0.6

Portfolio Valuation

Based on weighted open stock positions

P/E Ratio

41.48

High:

GRAB

882.14

Low:

CRWD

-5,271.16

Details

156.63

High:

COIN

961.77

Low:

-2,728.57

Details

Price/Book

12.5

High:

APP

213.49

Low:

RR.L

-76.25

Details

Price/Sales

8.26

High:

MSTR

232.82

Low:

VOW3.DE

0.15

Details

Price/CF

30.32

High:

MSTR

7,511.07

Low:

CBK.DE

0.14

Details

Price/FCF

52.96

High:

PEP

5,253.35

Low:

ZIM

0.6

Details

Depth

Start

End

Total months

-34.07%

Aug 2023

Nov 2024

-16.7%

Dec 2024

May 2025

-7.86%

Nov 2022

Jul 2023

Diversification

Dividends

Performance MetricsYear to dateLast YearLast 2 YearsAll TimeCustomAll Time

Portfolio Valuation

P/E Ratio

PEG Ratio

Price/Book

Price/Sales

Price/CF

Price/FCF

P/E Ratio

PEG Ratio

Price/Book

Price/Sales

Price/CF

Price/FCF

Drawdowns

Monthly Performance

Diversification

Dividends

Performance MetricsYear to dateLast YearLast 2 YearsAll TimeCustomAll Time

Portfolio Valuation

P/E Ratio

PEG Ratio

Price/Book

Price/Sales

Price/CF

Price/FCF

P/E Ratio

PEG Ratio

Price/Book

Price/Sales

Price/CF

Price/FCF

Drawdowns

Monthly Performance

Performance Metrics

Performance Metrics