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-0.32%
This Month
+8.53%
Year To Date
+9.57%
2 Years
+25.54%
5 Years
+81.46%
10 Years
+2.97%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs98.45%
- 🧩 Miscellaneous0.98%
- 🪙 Cryptocurrencies0.51%
- 💵 Cash0.06%
Exchanges Breakdown
- Exchange
- Total
- 🇩🇪 Xetra ETFs96.55%
- 🇬🇧 LSE2.25%
- 🇺🇸 Nasdaq0.63%
- 🌍 Digital Currency0.51%
Countries Breakdown
- Country
- Total
Dividends
Dividend Yield
0%
0 out of 27 instruments pay dividend.
0 dividend payments in the next 30 days.
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 5.4/10
Beta
0.32
0.32
0
0.8
1.2
0
2
Sharpe Ratio
0.55
0.55
0
0.5
1
1.5
1.5
Sortino Ratio
0.93
0.93
0
1
2
3
3
Jensen's Alpha
0.61
0.61
-2
0
2
4.5
4.5
Omega Ratio
0.64
0.64
0
1
1.5
2.5
2.5
Treynor Ratio
1.1
1.1
0
0.75
1.25
2
2
Information Ratio
-0.6
-0.6
-1
0.3
0.6
1
1
Calmar Ratio
0.73
0.73
0
0.3
0.6
1
1
Beta
0.32
0.32
0
0.8
1.2
0
2
Sharpe Ratio
0.55
0.55
0
0.5
1
1.5
1.5
Sortino Ratio
0.93
0.93
0
1
2
3
3
Jensen's Alpha
0.61
0.61
-2
0
2
4.5
4.5
Omega Ratio
0.64
0.64
0
1
1.5
2.5
2.5
Treynor Ratio
1.1
1.1
0
0.75
1.25
2
2
Information Ratio
-0.6
-0.6
-1
0.3
0.6
1
1
Calmar Ratio
0.73
0.73
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock 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 |
|---|---|---|---|
-23.53% | Sep 2014 | Nov 2019 | 62 |
-8.18% | Jan 2020 | Jul 2020 | 6 |
-7.73% | Oct 2024 | Oct 2025 | 12 |
-4.89% | Sep 2020 | Nov 2020 | 2 |
-2.76% | Apr 2024 | Jun 2024 | 2 |
-1.93% | Apr 2022 | Jul 2022 | 3 |
-1.24% | Dec 2022 | Jan 2023 | 1 |
-0.68% | Sep 2022 | Oct 2022 | 1 |
-0.38% | Jan 2022 | Mar 2022 | 2 |
-0.32% | Nov 2025 | - | 1 |
-0.28% | Sep 2023 | Nov 2023 | 2 |