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-16.44%
This Month
-21.78%
Year To Date
-21.06%
2 Years
-21.06%
5 Years
-21.06%
10 Years
-21.06%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash44.09%
- 💻 Electronic Technology22.8%
- 💰 Finance9.26%
- 🪨 Non Energy Minerals8.55%
- 🖥️ Technology Services5.63%
- 📈 Indexes5.06%
- 🪙 Cryptocurrencies2.3%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq20.55%
- 🇺🇸 NYSE8.55%
- 🇫🇷 Euronext Paris7.87%
- 🌍 CFD5.06%
- 🇬🇧 LSE4.66%
- 🇩🇪 FRA4.6%
- 🌍 Digital Currency2.3%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States20.78%
- 🇫🇷 France7.87%
- 🇮🇱 Israel6.17%
- 🇬🇧 United Kingdom4.66%
- 🇩🇪 Germany4.6%
- 🇨🇦 Canada2.15%
Dividends
Dividend Yield
0.3%
6 out of 10 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $DBK.DE (3.48%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 1.7/10
Beta
1.02
1.02
0
0.8
1.2
0
2
Sharpe Ratio
-0.64
-0.64
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.78
-0.78
-1
1
2
3
3
Jensen's Alpha
-26.9
-26.9
-27
0
2
4.5
4.5
Omega Ratio
0.2
0.2
0
1
1.5
2.5
2.5
Treynor Ratio
-0.75
-0.75
-1
0.75
1.25
2
2
Information Ratio
-2.53
-2.53
-3
0.3
0.6
1
1
Calmar Ratio
-0.8
-0.8
-1
0.3
0.6
1
1
Beta
1.02
1.02
0
0.8
1.2
0
2
Sharpe Ratio
-0.64
-0.64
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.78
-0.78
-1
1
2
3
3
Jensen's Alpha
-26.9
-26.9
-27
0
2
4.5
4.5
Omega Ratio
0.2
0.2
0
1
1.5
2.5
2.5
Treynor Ratio
-0.75
-0.75
-1
0.75
1.25
2
2
Information Ratio
-2.53
-2.53
-3
0.3
0.6
1
1
Calmar Ratio
-0.8
-0.8
-1
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
32.61
High:
EXA.PA
1,652.28EXA.PALow:
DBK.DE
8.57DBK.DEDetails
PEG Ratio
299.84
High:EXA.PA
1,499.35EXA.PALow:
CDE
4.83CDEDetails
Price/Book
13.4
High:
NVDA
28.28NVDALow:DBK.DE
0.83DBK.DEDetails
Price/Sales
12.94
High:NVDA
20.71NVDALow:DBK.DE
0.93DBK.DEDetails
Price/CF
31.9
High:NVDA
44.64NVDALow:
BARC.L
3.52BARC.LDetails
Price/FCF
56.5
High:
GOOGL
60.54GOOGLLow:
KGC
14.35KGCDetails
P/E Ratio
32.61
High:EXA.PA
1,652.28EXA.PALow:DBK.DE
8.57DBK.DEDetails
PEG Ratio
299.84
High:EXA.PA
1,499.35EXA.PALow:CDE
4.83CDEDetails
Price/Book
13.4
High:NVDA
28.28NVDALow:DBK.DE
0.83DBK.DEDetails
Price/Sales
12.94
High:NVDA
20.71NVDALow:DBK.DE
0.93DBK.DEDetails
Price/CF
31.9
High:NVDA
44.64NVDALow:BARC.L
3.52BARC.LDetails
Price/FCF
56.5
High:GOOGL
60.54GOOGLLow:KGC
14.35KGCDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-22.7% | Sep 2025 | - | 7 |