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-2.65%
This Month
+1.82%
Year To Date
+18.43%
2 Years
+71.86%
5 Years
+203.59%
10 Years
+22.37%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs31.77%
- 💵 Cash25.53%
- 🖥️ Technology Services10.74%
- 🧩 Miscellaneous10.55%
- 🚚 Transportation8.26%
- 💻 Electronic Technology4.58%
- 🪙 Cryptocurrencies3.92%
- 🏭 Industrial Services1.25%
- 💼 Commercial Services0.33%
Exchanges Breakdown
- Exchange
- Total
- 🇩🇪 Xetra ETFs30.65%
- 🇺🇸 Nasdaq21.41%
- 🇬🇧 LSE5.64%
- 🇺🇸 NYSE5.14%
- 🇩🇰 Copenhagen Stock Exchange4.64%
- 🌍 Digital Currency3.92%
Countries Breakdown
- Country
- Total
- 🇳🇱 Netherlands7.79%
- 🇺🇸 United States7.44%
- 🇬🇧 United Kingdom4.64%
- 🇧🇲 Bermuda3.62%
- 🇨🇭 Switzerland1.25%
- 🇨🇦 Canada0.41%
Dividends
Performance Metrics
Score 6.9/10
Beta
0.85
0.85
0
0.8
1.2
0
2
Sharpe Ratio
0.81
0.81
0
0.5
1
1.5
1.5
Sortino Ratio
1.43
1.43
0
1
2
3
3
Jensen's Alpha
8.15
8.15
-2
0
2
9
9
Omega Ratio
1.27
1.27
0
1
1.5
2.5
2.5
Treynor Ratio
1.87
1.87
0
0.75
1.25
2
2
Information Ratio
0.31
0.31
0
0.3
0.6
1
1
Calmar Ratio
0.56
0.56
0
0.3
0.6
1
1
Beta
0.85
0.85
0
0.8
1.2
0
2
Sharpe Ratio
0.81
0.81
0
0.5
1
1.5
1.5
Sortino Ratio
1.43
1.43
0
1
2
3
3
Jensen's Alpha
8.15
8.15
-2
0
2
9
9
Omega Ratio
1.27
1.27
0
1
1.5
2.5
2.5
Treynor Ratio
1.87
1.87
0
0.75
1.25
2
2
Information Ratio
0.31
0.31
0
0.3
0.6
1
1
Calmar Ratio
0.56
0.56
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
71
High:
UDMY
210.61UDMYLow:
TEAM
-106.77TEAMDetails
PEG Ratio
19.13
High:UDMY
201.64UDMYLow:TEAM
-232.81TEAMDetails
Price/Book
15.96
High:
AVGO
18.52AVGOLow:
CSIQ
0.4CSIQDetails
Price/Sales
22.48
High:
SPCE
93.11SPCELow:CSIQ
0.2CSIQDetails
Price/CF
62.12
High:
NBIS
172.05NBISLow:
SFL
3.57SFLDetails
Price/FCF
111.36
High:NBIS
242.15NBISLow:
RIG
7.27RIGDetails
P/E Ratio
71
High:UDMY
210.61UDMYLow:TEAM
-106.77TEAMDetails
PEG Ratio
19.13
High:UDMY
201.64UDMYLow:TEAM
-232.81TEAMDetails
Price/Book
15.96
High:AVGO
18.52AVGOLow:CSIQ
0.4CSIQDetails
Price/Sales
22.48
High:SPCE
93.11SPCELow:CSIQ
0.2CSIQDetails
Price/CF
62.12
High:NBIS
172.05NBISLow:SFL
3.57SFLDetails
Price/FCF
111.36
High:NBIS
242.15NBISLow:RIG
7.27RIGDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-37.24% | Nov 2021 | Nov 2023 | 24 |
-29.45% | Jun 2024 | - | 22 |
-10.98% | Sep 2020 | Dec 2020 | 3 |
-5.46% | Feb 2021 | Jun 2021 | 4 |
-1.47% | Sep 2021 | Oct 2021 | 1 |
-0.9% | Jul 2021 | Aug 2021 | 1 |
-0.71% | Feb 2024 | Mar 2024 | 1 |