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-7.47%
This Month
+8.56%
Year To Date
+103.17%
2 Years
+496.49%
5 Years
+496.49%
10 Years
+66.57%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📈 Indexes37.57%
- 💵 Cash35.4%
- 🖥️ Technology Services9.44%
- 💰 Finance3.94%
- 🚗 Consumer Durables3.91%
- 💇♀️ Consumer Services2.85%
- 🪙 Cryptocurrencies1.66%
Exchanges Breakdown
- Exchange
- Total
- 🌍 CFD37.57%
- 🇺🇸 NYSE9.17%
- 🇫🇷 Euronext Paris4.21%
- 🇩🇪 FRA3.91%
- 🇺🇸 Nasdaq2.85%
- 🌍 Digital Currency1.66%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States12.02%
- 🇫🇷 France4.21%
- 🇩🇪 Germany3.91%
Dividends
Dividend Yield
0.67%
6 out of 11 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $P911.DE (5.84%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 8.4/10
Beta
2.16
2.16
0
0.8
1.2
0
3
Sharpe Ratio
1.17
1.17
0
0.5
1
2
2
Sortino Ratio
2.71
2.71
0
1
2
3
3
Jensen's Alpha
38.58
38.58
-2
0
2
39
39
Omega Ratio
2.75
2.75
0
1
1.5
3
3
Treynor Ratio
2.2
2.2
0
0.75
1.25
3
3
Information Ratio
1.14
1.14
0
0.3
0.6
2
2
Calmar Ratio
2.03
2.03
0
0.3
0.6
3
3
Beta
2.16
2.16
0
0.8
1.2
0
3
Sharpe Ratio
1.17
1.17
0
0.5
1
2
2
Sortino Ratio
2.71
2.71
0
1
2
3
3
Jensen's Alpha
38.58
38.58
-2
0
2
39
39
Omega Ratio
2.75
2.75
0
1
1.5
3
3
Treynor Ratio
2.2
2.2
0
0.75
1.25
3
3
Information Ratio
1.14
1.14
0
0.3
0.6
2
2
Calmar Ratio
2.03
2.03
0
0.3
0.6
3
3
Portfolio Valuation
Based on current positions
P/E Ratio
27.45
High:
P911.DE
37.53P911.DELow:
SOP.PA
8.6SOP.PADetails
PEG Ratio
85.5
High:
OHI
99.78OHILow:SOP.PA
41.8SOP.PADetails
Price/Book
8.97
High:
ORCL
14.62ORCLLow:
BKNG
-24.32BKNGDetails
Price/Sales
4.14
High:OHI
12.39OHILow:SOP.PA
0.46SOP.PADetails
Price/CF
20.22
High:ORCL
26.47ORCLLow:P911.DE
7.74P911.DEDetails
Price/FCF
86.51
High:P911.DE
595.63P911.DELow:SOP.PA
13.28SOP.PADetails
P/E Ratio
27.45
High:P911.DE
37.53P911.DELow:SOP.PA
8.6SOP.PADetails
PEG Ratio
85.5
High:OHI
99.78OHILow:SOP.PA
41.8SOP.PADetails
Price/Book
8.97
High:ORCL
14.62ORCLLow:BKNG
-24.32BKNGDetails
Price/Sales
4.14
High:OHI
12.39OHILow:SOP.PA
0.46SOP.PADetails
Price/CF
20.22
High:ORCL
26.47ORCLLow:P911.DE
7.74P911.DEDetails
Price/FCF
86.51
High:P911.DE
595.63P911.DELow:SOP.PA
13.28SOP.PADetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-31.69% | Aug 2023 | Dec 2023 | 4 |
-19.47% | Dec 2022 | Jan 2023 | 1 |
-15.63% | Aug 2022 | Nov 2022 | 3 |
-15.09% | Sep 2024 | Jan 2025 | 4 |
-11.79% | Mar 2025 | May 2025 | 2 |
-10.81% | Apr 2024 | May 2024 | 1 |
-10.6% | Jun 2024 | Jul 2024 | 1 |
-7.47% | Mar 2026 | - | 1 |
-3.55% | Nov 2025 | Feb 2026 | 3 |
-0.57% | May 2023 | Jun 2023 | 1 |