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-0.23%
This Month
+16.36%
Year To Date
+93.83%
2 Years
+202.15%
5 Years
+202.15%
10 Years
+30.39%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs98.57%
- 🧩 Miscellaneous0.77%
- ⚡ Utilities0.56%
- 💻 Electronic Technology0.1%
- 💵 Cash0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE59.14%
- 🇬🇧 LSE40.76%
- 🇩🇪 FRA0.1%
Countries Breakdown
- Country
- Total
- 🇬🇧 United Kingdom0.77%
- 🇩🇪 Germany0.1%
Dividends
Dividend Yield
0%
1 out of 7 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $RHM.DE (0.52%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 RHM.DE | 0% | 0.52% | $5.7 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 7.3/10
Beta
1.88
1.88
0
0.8
1.2
0
2
Sharpe Ratio
0.81
0.81
0
0.5
1
1.5
1.5
Sortino Ratio
1.51
1.51
0
1
2
3
3
Jensen's Alpha
17.13
17.13
-2
0
2
18
18
Omega Ratio
2.11
2.11
0
1
1.5
3
3
Treynor Ratio
1.34
1.34
0
0.75
1.25
2
2
Information Ratio
0.85
0.85
0
0.3
0.6
1
1
Calmar Ratio
0.89
0.89
0
0.3
0.6
1
1
Beta
1.88
1.88
0
0.8
1.2
0
2
Sharpe Ratio
0.81
0.81
0
0.5
1
1.5
1.5
Sortino Ratio
1.51
1.51
0
1
2
3
3
Jensen's Alpha
17.13
17.13
-2
0
2
18
18
Omega Ratio
2.11
2.11
0
1
1.5
3
3
Treynor Ratio
1.34
1.34
0
0.75
1.25
2
2
Information Ratio
0.85
0.85
0
0.3
0.6
1
1
Calmar Ratio
0.89
0.89
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
82.84
High:
RHM.DE
82.84RHM.DELow:RHM.DE
82.84RHM.DEDetails
PEG Ratio
183.28
High:RHM.DE
183.28RHM.DELow:RHM.DE
183.28RHM.DEDetails
Price/Book
15.45
High:RHM.DE
15.45RHM.DELow:RHM.DE
15.45RHM.DEDetails
Price/Sales
6.7
High:RHM.DE
6.7RHM.DELow:RHM.DE
6.7RHM.DEDetails
Price/CF
91.83
High:RHM.DE
91.83RHM.DELow:RHM.DE
91.83RHM.DEDetails
Price/FCF
5,198.92
High:RHM.DE
5,198.92RHM.DELow:RHM.DE
5,198.92RHM.DEDetails
P/E Ratio
82.84
High:RHM.DE
82.84RHM.DELow:RHM.DE
82.84RHM.DEDetails
PEG Ratio
183.28
High:RHM.DE
183.28RHM.DELow:RHM.DE
183.28RHM.DEDetails
Price/Book
15.45
High:RHM.DE
15.45RHM.DELow:RHM.DE
15.45RHM.DEDetails
Price/Sales
6.7
High:RHM.DE
6.7RHM.DELow:RHM.DE
6.7RHM.DEDetails
Price/CF
91.83
High:RHM.DE
91.83RHM.DELow:RHM.DE
91.83RHM.DEDetails
Price/FCF
5,198.92
High:RHM.DE
5,198.92RHM.DELow:RHM.DE
5,198.92RHM.DEDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-35.03% | Jan 2022 | May 2023 | 16 |
-27.37% | Aug 2023 | Dec 2023 | 4 |
-14.36% | Apr 2024 | May 2024 | 1 |
-7.33% | Feb 2025 | Jun 2025 | 4 |
-7.15% | Jul 2024 | Nov 2024 | 4 |
-1.17% | Nov 2025 | - | 2 |