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-1.47%
This Month
-5.35%
Year To Date
+23.93%
2 Years
+39.72%
5 Years
+82.52%
10 Years
+11.38%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🚚 Transportation43.47%
- 🛍️ Retail Trade18.03%
- 💻 Electronic Technology14.72%
- 💵 Cash9.1%
- 🚗 Consumer Durables2.02%
- 🖥️ Technology Services0.95%
- ⚡ Utilities0.56%
- 🛠️ Producer Manufacturing0.43%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq30.87%
- 🇩🇪 FRA23.58%
- 🇬🇧 LSE13.95%
- 🇫🇷 Euronext Paris7.32%
- 🇺🇸 NYSE2.52%
- 🇭🇰 Hong Kong Exchanges1.38%
- 🇩🇰 Copenhagen Stock Exchange0.56%
Countries Breakdown
- Country
- Total
- 🇩🇪 Germany23.58%
- 🇮🇪 Ireland16.15%
- 🇬🇧 United Kingdom13.95%
- 🇨🇦 Canada10.94%
- 🇫🇷 France7.32%
- 🇺🇸 United States5.66%
- 🇨🇳 China1.07%
- 🇭🇰 Hong Kong0.95%
- 🇩🇰 Denmark0.56%
Dividends
Performance Metrics
Score 4.8/10
Beta
0.83
0.83
0
0.8
1.2
0
2
Sharpe Ratio
0.52
0.52
0
0.5
1
1.5
1.5
Sortino Ratio
0.91
0.91
0
1
2
3
3
Jensen's Alpha
-0.54
-0.54
-2
0
2
4.5
4.5
Omega Ratio
0.87
0.87
0
1
1.5
2.5
2.5
Treynor Ratio
0.93
0.93
0
0.75
1.25
2
2
Information Ratio
-0.2
-0.2
-1
0.3
0.6
1
1
Calmar Ratio
0.65
0.65
0
0.3
0.6
1
1
Beta
0.83
0.83
0
0.8
1.2
0
2
Sharpe Ratio
0.52
0.52
0
0.5
1
1.5
1.5
Sortino Ratio
0.91
0.91
0
1
2
3
3
Jensen's Alpha
-0.54
-0.54
-2
0
2
4.5
4.5
Omega Ratio
0.87
0.87
0
1
1.5
2.5
2.5
Treynor Ratio
0.93
0.93
0
0.75
1.25
2
2
Information Ratio
-0.2
-0.2
-1
0.3
0.6
1
1
Calmar Ratio
0.65
0.65
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
10.35
High:
ORSTED.CO
58.57ORSTED.COLow:
CSIQ
-8.56CSIQDetails
PEG Ratio
29.02
High:
00241.HK
67.8700241.HKLow:
NIO
-18.88NIODetails
Price/Book
2.08
High:NIO
27.69NIOLow:
AF.PA
-2.74AF.PADetails
Price/Sales
1.09
High:
GME
4GMELow:AF.PA
0.09AF.PADetails
Price/CF
7.51
High:
AML.L
100.75AML.LLow:AF.PA
0.7AF.PADetails
Price/FCF
28.56
High:
LHA.DE
186.6LHA.DELow:
EZJ.L
4.94EZJ.LDetails
P/E Ratio
10.35
High:ORSTED.CO
58.57ORSTED.COLow:CSIQ
-8.56CSIQDetails
PEG Ratio
29.02
High:00241.HK
67.8700241.HKLow:NIO
-18.88NIODetails
Price/Book
2.08
High:NIO
27.69NIOLow:AF.PA
-2.74AF.PADetails
Price/Sales
1.09
High:GME
4GMELow:AF.PA
0.09AF.PADetails
Price/CF
7.51
High:AML.L
100.75AML.LLow:AF.PA
0.7AF.PADetails
Price/FCF
28.56
High:LHA.DE
186.6LHA.DELow:EZJ.L
4.94EZJ.LDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-17.17% | Nov 2021 | Jun 2023 | 19 |
-12.74% | Sep 2020 | Nov 2020 | 2 |
-9.89% | Aug 2023 | Dec 2023 | 4 |
-9.72% | Feb 2025 | Aug 2025 | 6 |
-5.59% | Nov 2025 | - | 6 |
-4.79% | Mar 2021 | Jun 2021 | 3 |
-3.65% | Jul 2021 | Oct 2021 | 3 |
-2.91% | Jul 2020 | Aug 2020 | 1 |
-2.5% | Jan 2024 | Mar 2024 | 2 |
-2.19% | Apr 2024 | May 2024 | 1 |
-1.6% | Oct 2024 | Nov 2024 | 1 |
-1.06% | Aug 2024 | Sep 2024 | 1 |