Loading...
+2.44%
This Month
+12.76%
Year To Date
+23.47%
2 Years
+69.71%
5 Years
+214.1%
10 Years
+24.36%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💰 Finance24.48%
- 🪙 Cryptocurrencies22.76%
- ⛏️ Energy Minerals21.24%
- 🚗 Consumer Durables17.16%
- 🛍️ Retail Trade4.85%
- 🚚 Transportation4.04%
- 📡 Communications2.13%
- 💇♀️ Consumer Services1.92%
- 💵 Cash0.35%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE47.86%
- 🌍 Digital Currency22.76%
- 🇩🇪 FRA16.63%
- 🇺🇸 Nasdaq6.77%
- 🇬🇧 LSE4.57%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States52.5%
- 🇩🇪 Germany16.63%
- 🇬🇧 United Kingdom4.57%
- 🇰🇷 South Korea2.13%
Dividends
Dividend Yield
3.13%
6 out of 17 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $VOW3.DE (5.88%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 7.5/10
Beta
0.81
0.81
0
0.8
1.2
0
2
Sharpe Ratio
0.94
0.94
0
0.5
1
1.5
1.5
Sortino Ratio
1.91
1.91
0
1
2
3
3
Jensen's Alpha
7.99
7.99
-2
0
2
8
8
Omega Ratio
1.35
1.35
0
1
1.5
2.5
2.5
Treynor Ratio
1.94
1.94
0
0.75
1.25
2
2
Information Ratio
0.35
0.35
0
0.3
0.6
1
1
Calmar Ratio
0.81
0.81
0
0.3
0.6
1
1
Beta
0.81
0.81
0
0.8
1.2
0
2
Sharpe Ratio
0.94
0.94
0
0.5
1
1.5
1.5
Sortino Ratio
1.91
1.91
0
1
2
3
3
Jensen's Alpha
7.99
7.99
-2
0
2
8
8
Omega Ratio
1.35
1.35
0
1
1.5
2.5
2.5
Treynor Ratio
1.94
1.94
0
0.75
1.25
2
2
Information Ratio
0.35
0.35
0
0.3
0.6
1
1
Calmar Ratio
0.81
0.81
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
31.03
High:
WBD
159.81WBDLow:
AML.L
-2.14AML.LDetails
PEG Ratio
2,045.85
High:
O
2,957.46OLow:AML.L
-11.81AML.LDetails
Price/Book
2.44
High:
AMZN
6.54AMZNLow:
VOW3.DE
0.32VOW3.DEDetails
Price/Sales
1.93
High:O
9.41OLow:VOW3.DE
0.17VOW3.DEDetails
Price/CF
12
High:AML.L
100.75AML.LLow:
EZJ.L
2.05EZJ.LDetails
Price/FCF
100.36
High:AMZN
225.5AMZNLow:EZJ.L
4.94EZJ.LDetails
P/E Ratio
31.03
High:WBD
159.81WBDLow:AML.L
-2.14AML.LDetails
PEG Ratio
2,045.85
High:O
2,957.46OLow:AML.L
-11.81AML.LDetails
Price/Book
2.44
High:AMZN
6.54AMZNLow:VOW3.DE
0.32VOW3.DEDetails
Price/Sales
1.93
High:O
9.41OLow:VOW3.DE
0.17VOW3.DEDetails
Price/CF
12
High:AML.L
100.75AML.LLow:EZJ.L
2.05EZJ.LDetails
Price/FCF
100.36
High:AMZN
225.5AMZNLow:EZJ.L
4.94EZJ.LDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-26.5% | Nov 2021 | Feb 2024 | 27 |
-9.69% | Feb 2025 | Jul 2025 | 5 |
-6.75% | Sep 2020 | Nov 2020 | 2 |
-4.31% | Sep 2024 | Nov 2024 | 2 |
-2.93% | Apr 2024 | May 2024 | 1 |
-2.74% | Nov 2025 | - | 2 |
-1.4% | Jun 2021 | Aug 2021 | 2 |
-0.95% | Dec 2024 | Jan 2025 | 1 |
-0.82% | Sep 2021 | Oct 2021 | 1 |
-0.63% | Jun 2024 | Jul 2024 | 1 |