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+4.66%
This Month
+4.66%
Year To Date
+71.41%
2 Years
+113.48%
5 Years
+113.48%
10 Years
+25.55%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🛠️ Producer Manufacturing23.38%
- 💻 Electronic Technology23.32%
- 🪙 Cryptocurrencies13.7%
- 🚗 Consumer Durables13.1%
- 🖥️ Technology Services10.69%
- 🧬 Health Technology6%
- 💰 Finance4.51%
- 🧪 Process Industries3.6%
- ⚡ Utilities1.69%
- 💵 Cash0.01%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq39.47%
- 🇺🇸 NYSE26.11%
- 🌍 Digital Currency13.7%
- 🇩🇪 FRA10.08%
- 🇩🇰 Copenhagen Stock Exchange7.69%
- 🇸🇪 Stockholm Stock Exchange2.94%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States51.11%
- 🇩🇪 Germany10.08%
- 🇩🇰 Denmark7.69%
- 🇨🇳 China6.45%
- 🇯🇵 Japan4.42%
- 🇬🇧 United Kingdom3.6%
- 🇸🇪 Sweden2.94%
Dividends
Dividend Yield
0.82%
12 out of 24 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $8TRA.DE (5.21%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 5.4/10
Beta
1.36
1.36
0
0.8
1.2
0
2
Sharpe Ratio
0.7
0.7
0
0.5
1
1.5
1.5
Sortino Ratio
1.34
1.34
0
1
2
3
3
Jensen's Alpha
-0.66
-0.66
-2
0
2
4.5
4.5
Omega Ratio
1.16
1.16
0
1
1.5
2.5
2.5
Treynor Ratio
1.37
1.37
0
0.75
1.25
2
2
Information Ratio
0.2
0.2
0
0.3
0.6
1
1
Calmar Ratio
1.47
1.47
0
0.3
0.6
2
2
Beta
1.36
1.36
0
0.8
1.2
0
2
Sharpe Ratio
0.7
0.7
0
0.5
1
1.5
1.5
Sortino Ratio
1.34
1.34
0
1
2
3
3
Jensen's Alpha
-0.66
-0.66
-2
0
2
4.5
4.5
Omega Ratio
1.16
1.16
0
1
1.5
2.5
2.5
Treynor Ratio
1.37
1.37
0
0.75
1.25
2
2
Information Ratio
0.2
0.2
0
0.3
0.6
1
1
Calmar Ratio
1.47
1.47
0
0.3
0.6
2
2
Portfolio Valuation
Based on current positions
P/E Ratio
35.47
High:
AMD
124.91AMDLow:
RKLB
-228.45RKLBDetails
PEG Ratio
164.58
High:
V
1,170.87VLow:
XPEV
-87.28XPEVDetails
Price/Book
12.97
High:
AAPL
51.38AAPLLow:
EOSE
-2.02EOSEDetails
Price/Sales
9.69
High:RKLB
84.45RKLBLow:
8TRA.DE
0.378TRA.DEDetails
Price/CF
27.92
High:
NVDA
54.84NVDALow:
ORSTED.CO
2.91ORSTED.CODetails
Price/FCF
50.1
High:8TRA.DE
444.178TRA.DELow:
TM
8.98TMDetails
P/E Ratio
35.47
High:AMD
124.91AMDLow:RKLB
-228.45RKLBDetails
PEG Ratio
164.58
High:V
1,170.87VLow:XPEV
-87.28XPEVDetails
Price/Book
12.97
High:AAPL
51.38AAPLLow:EOSE
-2.02EOSEDetails
Price/Sales
9.69
High:RKLB
84.45RKLBLow:8TRA.DE
0.378TRA.DEDetails
Price/CF
27.92
High:NVDA
54.84NVDALow:ORSTED.CO
2.91ORSTED.CODetails
Price/FCF
50.1
High:8TRA.DE
444.178TRA.DELow:TM
8.98TMDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-16.67% | Aug 2023 | Dec 2023 | 4 |
-12.79% | Apr 2023 | Jul 2023 | 3 |
-12.78% | Jan 2024 | Feb 2024 | 1 |
-8.96% | Feb 2023 | Mar 2023 | 1 |
-8.1% | Nov 2025 | - | 3 |
-7.16% | Mar 2025 | Aug 2025 | 5 |
-6.59% | Jun 2024 | Sep 2024 | 3 |
-4.75% | Dec 2024 | Feb 2025 | 2 |
-4.31% | Apr 2024 | May 2024 | 1 |
-1.92% | Dec 2022 | Jan 2023 | 1 |
-0.33% | Oct 2024 | Nov 2024 | 1 |