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-5.35%
This Month
-8.73%
Year To Date
+234.78%
2 Years
+333.74%
5 Years
+309.01%
10 Years
+24.2%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies17.05%
- 🛠️ Producer Manufacturing15.8%
- 🍞 Consumer Non Durables15.41%
- 🖥️ Technology Services13.91%
- 💻 Electronic Technology13.89%
- 🚗 Consumer Durables13.03%
- 💇♀️ Consumer Services10.91%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq40.83%
- 🇺🇸 NYSE26.33%
- 🌍 Digital Currency17.05%
- 🇩🇪 FRA15.8%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States67.15%
- 🇩🇪 Germany15.8%
Dividends
Dividend Yield
0.73%
5 out of 10 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $KO (2.64%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 6.9/10
Beta
0.78
0.78
0
0.8
1.2
0
2
Sharpe Ratio
0.64
0.64
0
0.5
1
1.5
1.5
Sortino Ratio
1.13
1.13
0
1
2
3
3
Jensen's Alpha
53.06
53.06
-2
0
2
54
54
Omega Ratio
1.52
1.52
0
1
1.5
2.5
2.5
Treynor Ratio
5.58
5.58
0
0.75
1.25
6
6
Information Ratio
0.5
0.5
0
0.3
0.6
1
1
Calmar Ratio
0.31
0.31
0
0.3
0.6
1
1
Beta
0.78
0.78
0
0.8
1.2
0
2
Sharpe Ratio
0.64
0.64
0
0.5
1
1.5
1.5
Sortino Ratio
1.13
1.13
0
1
2
3
3
Jensen's Alpha
53.06
53.06
-2
0
2
54
54
Omega Ratio
1.52
1.52
0
1
1.5
2.5
2.5
Treynor Ratio
5.58
5.58
0
0.75
1.25
6
6
Information Ratio
0.5
0.5
0
0.3
0.6
1
1
Calmar Ratio
0.31
0.31
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
34.84
High:
TSLA
377.27TSLALow:
DIS
15.18DISDetails
PEG Ratio
69.49
High:
AAPL
129.82AAPLLow:
ENR.DE
5.62ENR.DEDetails
Price/Book
13.47
High:AAPL
43.77AAPLLow:DIS
1.69DISDetails
Price/Sales
8.74
High:TSLA
15.15TSLALow:DIS
1.93DISDetails
Price/CF
29.05
High:TSLA
107.92TSLALow:DIS
13.03DISDetails
Price/FCF
52.76
High:
KO
272.99KOLow:ENR.DE
19.94ENR.DEDetails
P/E Ratio
34.84
High:TSLA
377.27TSLALow:DIS
15.18DISDetails
PEG Ratio
69.49
High:AAPL
129.82AAPLLow:ENR.DE
5.62ENR.DEDetails
Price/Book
13.47
High:AAPL
43.77AAPLLow:DIS
1.69DISDetails
Price/Sales
8.74
High:TSLA
15.15TSLALow:DIS
1.93DISDetails
Price/CF
29.05
High:TSLA
107.92TSLALow:DIS
13.03DISDetails
Price/FCF
52.76
High:KO
272.99KOLow:ENR.DE
19.94ENR.DEDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-76.98% | Jun 2023 | Apr 2025 | 22 |
-57.66% | Feb 2020 | Jul 2020 | 5 |
-49.63% | Aug 2020 | Sep 2022 | 25 |
-24.78% | Oct 2025 | - | 6 |
-24.44% | Feb 2023 | Mar 2023 | 1 |
-15.46% | Oct 2022 | Dec 2022 | 2 |
-6.95% | Jun 2019 | Jan 2020 | 7 |
-3.35% | May 2025 | Aug 2025 | 3 |