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-3.31%
This Month
-12.02%
Year To Date
+78.27%
2 Years
+156.38%
5 Years
+156.38%
10 Years
+30.05%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology62.58%
- 💵 Cash27.03%
- 🚚 Transportation7.76%
- 🚗 Consumer Durables5.05%
- 💼 Commercial Services4.58%
- 🖥️ Technology Services3.1%
- 🛍️ Retail Trade3.07%
Exchanges Breakdown
- Exchange
- Total
- 🇩🇪 FRA75.39%
- 🇺🇸 Nasdaq10.75%
Countries Breakdown
- Country
- Total
- 🇩🇪 Germany75.39%
- 🇺🇸 United States10.75%
Dividends
Dividend Yield
1.21%
5 out of 6 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $VOW3.DE (7.05%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 7.8/10
Beta
0.67
0.67
0
0.8
1.2
0
2
Sharpe Ratio
0.98
0.98
0
0.5
1
1.5
1.5
Sortino Ratio
1.87
1.87
0
1
2
3
3
Jensen's Alpha
18.58
18.58
-2
0
2
19
19
Omega Ratio
1.5
1.5
0
1
1.5
2.5
2.5
Treynor Ratio
3.14
3.14
0
0.75
1.25
4
4
Information Ratio
0.54
0.54
0
0.3
0.6
1
1
Calmar Ratio
1.34
1.34
0
0.3
0.6
2
2
Beta
0.67
0.67
0
0.8
1.2
0
2
Sharpe Ratio
0.98
0.98
0
0.5
1
1.5
1.5
Sortino Ratio
1.87
1.87
0
1
2
3
3
Jensen's Alpha
18.58
18.58
-2
0
2
19
19
Omega Ratio
1.5
1.5
0
1
1.5
2.5
2.5
Treynor Ratio
3.14
3.14
0
0.75
1.25
4
4
Information Ratio
0.54
0.54
0
0.3
0.6
1
1
Calmar Ratio
1.34
1.34
0
0.3
0.6
2
2
Portfolio Valuation
Based on current positions
P/E Ratio
34.82
High:
RHM.DE
96.6RHM.DELow:
VOW3.DE
6.8VOW3.DEDetails
PEG Ratio
63.9
High:
AMZN
119.5AMZNLow:
PYPL
26.56PYPLDetails
Price/Book
5.38
High:RHM.DE
13.51RHM.DELow:VOW3.DE
0.26VOW3.DEDetails
Price/Sales
3.21
High:
META
8.56METALow:VOW3.DE
0.14VOW3.DEDetails
Price/CF
17.2
High:RHM.DE
31.84RHM.DELow:
LHA.DE
2.7LHA.DEDetails
Price/FCF
75.5
High:AMZN
325.85AMZNLow:PYPL
10.09PYPLDetails
P/E Ratio
34.82
High:RHM.DE
96.6RHM.DELow:VOW3.DE
6.8VOW3.DEDetails
PEG Ratio
63.9
High:AMZN
119.5AMZNLow:PYPL
26.56PYPLDetails
Price/Book
5.38
High:RHM.DE
13.51RHM.DELow:VOW3.DE
0.26VOW3.DEDetails
Price/Sales
3.21
High:META
8.56METALow:VOW3.DE
0.14VOW3.DEDetails
Price/CF
17.2
High:RHM.DE
31.84RHM.DELow:LHA.DE
2.7LHA.DEDetails
Price/FCF
75.5
High:AMZN
325.85AMZNLow:PYPL
10.09PYPLDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-24.73% | Oct 2025 | - | 7 |
-17.7% | Aug 2022 | Jan 2023 | 5 |
-5.37% | Aug 2023 | Dec 2023 | 4 |
-4.23% | Jun 2025 | Sep 2025 | 3 |
-3.77% | Sep 2024 | Nov 2024 | 2 |
-3.44% | Apr 2024 | Aug 2024 | 4 |
-1.95% | Apr 2023 | Jun 2023 | 2 |
-0.55% | Dec 2024 | Jan 2025 | 1 |