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+13.3%
This Month
+3.13%
Year To Date
+109.69%
2 Years
+63.96%
5 Years
+81.04%
10 Years
+11.22%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology30.52%
- 🚗 Consumer Durables27.58%
- 🖥️ Technology Services15.36%
- 📊 ETFs7.51%
- 🛠️ Producer Manufacturing7.51%
- 💵 Cash4.52%
- 💰 Finance3.49%
- 🏥 Health Services2.31%
- 🧩 Miscellaneous1.73%
- 🧬 Health Technology0.97%
- 🪙 Cryptocurrencies0.05%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq76.84%
- 🇺🇸 NYSE10.19%
- 🇺🇸 Chicago Board Options Exchange5.3%
- 🇩🇪 FRA1.79%
- 🇬🇧 LSE1.73%
- 🇫🇮 Helsinki Stock Exchange1.15%
- 🌍 Digital Currency0.05%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States67.94%
- 🇬🇧 United Kingdom13.69%
- 🇹🇼 Taiwan1.85%
- 🇩🇪 Germany1.79%
- 🇫🇮 Finland1.15%
- 🇨🇭 Switzerland0.97%
- 🇨🇳 China0.37%
Dividends
Dividend Yield
0.23%
9 out of 26 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $VOW3.DE (7.05%)
Performance Metrics
Score 3.4/10
Beta
1.77
1.77
0
0.8
1.2
0
2
Sharpe Ratio
0.34
0.34
0
0.5
1
1.5
1.5
Sortino Ratio
0.57
0.57
0
1
2
3
3
Jensen's Alpha
-2.89
-2.89
-3
0
2
4.5
4.5
Omega Ratio
1.1
1.1
0
1
1.5
2.5
2.5
Treynor Ratio
0.75
0.75
0
0.75
1.25
2
2
Information Ratio
0.13
0.13
0
0.3
0.6
1
1
Calmar Ratio
0.13
0.13
0
0.3
0.6
1
1
Beta
1.77
1.77
0
0.8
1.2
0
2
Sharpe Ratio
0.34
0.34
0
0.5
1
1.5
1.5
Sortino Ratio
0.57
0.57
0
1
2
3
3
Jensen's Alpha
-2.89
-2.89
-3
0
2
4.5
4.5
Omega Ratio
1.1
1.1
0
1
1.5
2.5
2.5
Treynor Ratio
0.75
0.75
0
0.75
1.25
2
2
Information Ratio
0.13
0.13
0
0.3
0.6
1
1
Calmar Ratio
0.13
0.13
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
52.14
High:
TSLA
364.78TSLALow:
MDB
-296.1MDBDetails
PEG Ratio
31.84
High:
KNEBV.HE
1,041.88KNEBV.HELow:MDB
-586.32MDBDetails
Price/Book
15.78
High:
PLTR
47.39PLTRLow:
VOW3.DE
0.26VOW3.DEDetails
Price/Sales
13.41
High:
USAR
2,034.74USARLow:
OKLO
-OKLODetails
Price/CF
39.13
High:PLTR
214.31PLTRLow:VOW3.DE
3.46VOW3.DEDetails
Price/FCF
72.79
High:TSLA
255.88TSLALow:
CNC
4.68CNCDetails
P/E Ratio
52.14
High:TSLA
364.78TSLALow:MDB
-296.1MDBDetails
PEG Ratio
31.84
High:KNEBV.HE
1,041.88KNEBV.HELow:MDB
-586.32MDBDetails
Price/Book
15.78
High:PLTR
47.39PLTRLow:VOW3.DE
0.26VOW3.DEDetails
Price/Sales
13.41
High:USAR
2,034.74USARLow:OKLO
-OKLODetails
Price/CF
39.13
High:PLTR
214.31PLTRLow:VOW3.DE
3.46VOW3.DEDetails
Price/FCF
72.79
High:TSLA
255.88TSLALow:CNC
4.68CNCDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-66.8% | Nov 2021 | Dec 2024 | 37 |
-29.22% | Feb 2025 | Sep 2025 | 7 |
-17.87% | Feb 2021 | Oct 2021 | 8 |
-14.51% | Nov 2025 | - | 6 |