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+0.72%
This Month
-4.48%
Year To Date
+52.78%
2 Years
+86.9%
5 Years
+86.9%
10 Years
+19.07%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs57.74%
- 💵 Cash37.02%
- 🧩 Miscellaneous7.16%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE34.92%
- 🇩🇪 Xetra ETFs22.82%
- 🇬🇧 LSE6.23%
- 🇳🇱 Euronext Amsterdam0.93%
Countries Breakdown
- Country
- Total
Dividends
Performance Metrics
Score 7.4/10
Beta
0.65
0.65
0
0.8
1.2
0
2
Sharpe Ratio
1.2
1.2
0
0.5
1
2
2
Sortino Ratio
2.36
2.36
0
1
2
3
3
Jensen's Alpha
5.98
5.98
-2
0
2
6
6
Omega Ratio
1.1
1.1
0
1
1.5
2.5
2.5
Treynor Ratio
1.88
1.88
0
0.75
1.25
2
2
Information Ratio
0.12
0.12
0
0.3
0.6
1
1
Calmar Ratio
2.59
2.59
0
0.3
0.6
3
3
Beta
0.65
0.65
0
0.8
1.2
0
2
Sharpe Ratio
1.2
1.2
0
0.5
1
2
2
Sortino Ratio
2.36
2.36
0
1
2
3
3
Jensen's Alpha
5.98
5.98
-2
0
2
6
6
Omega Ratio
1.1
1.1
0
1
1.5
2.5
2.5
Treynor Ratio
1.88
1.88
0
0.75
1.25
2
2
Information Ratio
0.12
0.12
0
0.3
0.6
1
1
Calmar Ratio
2.59
2.59
0
0.3
0.6
3
3
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 |
|---|---|---|---|
-7.72% | Aug 2022 | Nov 2022 | 3 |
-6.54% | Feb 2025 | Jun 2025 | 4 |
-5.95% | Aug 2023 | Dec 2023 | 4 |
-5.56% | Apr 2024 | Aug 2024 | 4 |
-5.17% | Jan 2026 | - | 4 |
-3.24% | Dec 2022 | Mar 2023 | 3 |
-2.1% | Dec 2024 | Jan 2025 | 1 |
-1.85% | Oct 2024 | Nov 2024 | 1 |