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+0.74%
This Month
-17.29%
Year To Date
-3.46%
2 Years
+14.86%
5 Years
+14.86%
10 Years
+3.01%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs79.84%
- 🧩 Miscellaneous20.14%
- 💵 Cash0.02%
Exchanges Breakdown
- Exchange
- Total
- 🇩🇪 Xetra ETFs39.94%
- 🇫🇷 Euronext Paris20.14%
- 🇦🇺 Sydney19.97%
- 🇺🇸 Nasdaq19.93%
Countries Breakdown
- Country
- Total
Dividends
Dividend Yield
0%
0 out of 5 instruments pay dividend.
0 dividend payments in the next 30 days.
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 NDQ.ASX | Pay Day | Oct 16, 2026 | $0.00 |
Performance Metrics
Score 2.6/10
Beta
0.84
0.84
0
0.8
1.2
0
2
Sharpe Ratio
0.03
0.03
0
0.5
1
1.5
1.5
Sortino Ratio
0.04
0.04
0
1
2
3
3
Jensen's Alpha
-6.54
-6.54
-7
0
2
4.5
4.5
Omega Ratio
0.57
0.57
0
1
1.5
2.5
2.5
Treynor Ratio
0.05
0.05
0
0.75
1.25
2
2
Information Ratio
-0.68
-0.68
-1
0.3
0.6
1
1
Calmar Ratio
0.12
0.12
0
0.3
0.6
1
1
Beta
0.84
0.84
0
0.8
1.2
0
2
Sharpe Ratio
0.03
0.03
0
0.5
1
1.5
1.5
Sortino Ratio
0.04
0.04
0
1
2
3
3
Jensen's Alpha
-6.54
-6.54
-7
0
2
4.5
4.5
Omega Ratio
0.57
0.57
0
1
1.5
2.5
2.5
Treynor Ratio
0.05
0.05
0
0.75
1.25
2
2
Information Ratio
-0.68
-0.68
-1
0.3
0.6
1
1
Calmar Ratio
0.12
0.12
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
N/A
Details
PEG Ratio
N/A
Details
Price/Book
N/A
Details
Price/Sales
N/A
Details
Price/CF
N/A
Details
Price/FCF
N/A
Details
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-24.6% | Nov 2025 | - | 10 |
-17.26% | Feb 2025 | Jun 2025 | 4 |
-13.62% | Apr 2022 | Jan 2023 | 9 |
-8.54% | Aug 2023 | Dec 2023 | 4 |
-6.76% | Feb 2023 | Jul 2023 | 5 |
-4.21% | Jul 2024 | Jan 2025 | 6 |
-3.47% | Apr 2024 | May 2024 | 1 |
-1.51% | Feb 2022 | Mar 2022 | 1 |