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+0.27%
This Month
+1.47%
Year To Date
+56.02%
2 Years
+26.36%
5 Years
+102.43%
10 Years
+12.47%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies25.7%
- 🖥️ Technology Services18.26%
- 🛍️ Retail Trade10.44%
- 🍞 Consumer Non Durables7.26%
- 💇♀️ Consumer Services6.12%
- 🚗 Consumer Durables6.07%
- 💻 Electronic Technology5.48%
- 💰 Finance4.33%
- 🧬 Health Technology4.25%
- 💼 Commercial Services3.95%
- 💵 Cash3.34%
- 🛠️ Producer Manufacturing1.86%
- 🏥 Health Services1.12%
- 🧪 Process Industries0.62%
- 📈 Indexes0.41%
- 📦 Distribution Services0.4%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq39.21%
- 🌍 Digital Currency25.7%
- 🇺🇸 NYSE22.24%
- 🇩🇪 FRA4.49%
- 🇩🇰 Copenhagen Stock Exchange2.01%
- 🇭🇰 Hong Kong Exchanges1.12%
- 🇫🇷 Euronext Paris1.09%
- 🌍 CFD0.41%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States42.51%
- 🇨🇳 China5.12%
- 🇺🇾 Uruguay5.03%
- 🇩🇪 Germany4.49%
- 🇨🇦 Canada4.48%
- 🇩🇰 Denmark2.01%
- 🇨🇭 Switzerland1.94%
- 🇫🇷 France1.09%
- 🇸🇬 Singapore1.06%
- 🇮🇹 Italy1.03%
- 🇮🇱 Israel0.73%
- 🇬🇧 United Kingdom0.67%
Dividends
Dividend Yield
0.87%
15 out of 52 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $VOW3.DE (6.43%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 VOW3.DE | 0.29% | 6.43% | $9.06 |
 PGR | 0.17% | 6.35% | $1.15 |
 NKE | 0.15% | 4.24% | $1.45 |
 NOVO-B.CO | 0.08% | 3.91% | $9.4 |
 DIS | 0.03% | 1.42% | $0.75 |
 JD.US | 0.03% | 3.47% | $0.74 |
 HOFT | 0.02% | 4.38% | $0.91 |
 ATKR | 0.02% | 1.41% | $0.64 |
 BABA | 0.02% | 0.91% | $0.98 |
 KER.PA | 0.01% | 1.22% | $14 |
 RACE | 0.01% | 1.02% | $2.64 |
 9988.HK | 0.01% | 0.93% | $0.98 |
 GOOG | 0.01% | 0.25% | $0.2 |
 PAYC | 0% | 0.65% | $1.5 |
 PYPL | 0% | 0.76% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 3.9/10
Beta
0.96
0.96
0
0.8
1.2
0
2
Sharpe Ratio
0.44
0.44
0
0.5
1
1.5
1.5
Sortino Ratio
0.72
0.72
0
1
2
3
3
Jensen's Alpha
-1.75
-1.75
-2
0
2
4.5
4.5
Omega Ratio
0.91
0.91
0
1
1.5
2.5
2.5
Treynor Ratio
0.96
0.96
0
0.75
1.25
2
2
Information Ratio
-0.12
-0.12
-1
0.3
0.6
1
1
Calmar Ratio
0.2
0.2
0
0.3
0.6
1
1
Beta
0.96
0.96
0
0.8
1.2
0
2
Sharpe Ratio
0.44
0.44
0
0.5
1
1.5
1.5
Sortino Ratio
0.72
0.72
0
1
2
3
3
Jensen's Alpha
-1.75
-1.75
-2
0
2
4.5
4.5
Omega Ratio
0.91
0.91
0
1
1.5
2.5
2.5
Treynor Ratio
0.96
0.96
0
0.75
1.25
2
2
Information Ratio
-0.12
-0.12
-1
0.3
0.6
1
1
Calmar Ratio
0.2
0.2
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
26.36
High:KER.PA
422.76KER.PALow:
BIDU
-5,065.95BIDUDetails
PEG Ratio
88.86
High:
ABNB
669.21ABNBLow:
RKLB
-1,227.64RKLBDetails
Price/Book
5.17
High:
PLTR
35.97PLTRLow:VOW3.DE
0.2VOW3.DEDetails
Price/Sales
3.92
High:RKLB
72.2RKLBLow:VOW3.DE
0.11VOW3.DEDetails
Price/CF
18.4
High:
AXON
227.41AXONLow:VOW3.DE
2.51VOW3.DEDetails
Price/FCF
50.43
High:9988.HK
2,771.019988.HKLow:PYPL
7.94PYPLDetails
P/E Ratio
26.36
High:KER.PA
422.76KER.PALow:BIDU
-5,065.95BIDUDetails
PEG Ratio
88.86
High:ABNB
669.21ABNBLow:RKLB
-1,227.64RKLBDetails
Price/Book
5.17
High:PLTR
35.97PLTRLow:VOW3.DE
0.2VOW3.DEDetails
Price/Sales
3.92
High:RKLB
72.2RKLBLow:VOW3.DE
0.11VOW3.DEDetails
Price/CF
18.4
High:AXON
227.41AXONLow:VOW3.DE
2.51VOW3.DEDetails
Price/FCF
50.43
High:9988.HK
2,771.019988.HKLow:PYPL
7.94PYPLDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-57.96% | Jul 2021 | May 2025 | 46 |
-16.7% | Oct 2025 | - | 12 |
-3.86% | Feb 2021 | Jun 2021 | 4 |
-1.28% | Sep 2020 | Nov 2020 | 2 |