Loading...
-3.38%
This Month
-10.44%
Year To Date
-7.07%
2 Years
+6.57%
5 Years
+727.19%
10 Years
+38.41%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies26.91%
- 💻 Electronic Technology17.51%
- 🚗 Consumer Durables9.54%
- 🧬 Health Technology6.6%
- 🏭 Industrial Services5.8%
- 🖥️ Technology Services5.35%
- ⚡ Utilities5.34%
- 💰 Finance5.24%
- ⛏️ Energy Minerals4.7%
- 📡 Communications4.09%
- 📊 ETFs3.91%
- 🛠️ Producer Manufacturing2.08%
- 🛍️ Retail Trade1.35%
- 💵 Cash1.29%
- 🏥 Health Services0.12%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE30.9%
- 🌍 Digital Currency26.91%
- 🇺🇸 Nasdaq22.19%
- 🇫🇷 Euronext Paris11.13%
- 🇩🇪 FRA3.98%
- 🇩🇰 Copenhagen Stock Exchange2.08%
- 🇭🇰 Hong Kong Exchanges1.35%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States45.88%
- 🇫🇷 France11.13%
- 🇨🇳 China4.64%
- 🇩🇪 Germany3.98%
- 🇩🇰 Denmark2.08%
Dividends
Dividend Yield
1.36%
12 out of 26 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $VOW3.DE (6.71%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 7.8/10
Beta
1.66
1.66
0
0.8
1.2
0
2
Sharpe Ratio
0.84
0.84
0
0.5
1
1.5
1.5
Sortino Ratio
2.29
2.29
0
1
2
3
3
Jensen's Alpha
20.14
20.14
-2
0
2
21
21
Omega Ratio
1.92
1.92
0
1
1.5
2.5
2.5
Treynor Ratio
1.89
1.89
0
0.75
1.25
2
2
Information Ratio
0.71
0.71
0
0.3
0.6
1
1
Calmar Ratio
1.04
1.04
0
0.3
0.6
2
2
Beta
1.66
1.66
0
0.8
1.2
0
2
Sharpe Ratio
0.84
0.84
0
0.5
1
1.5
1.5
Sortino Ratio
2.29
2.29
0
1
2
3
3
Jensen's Alpha
20.14
20.14
-2
0
2
21
21
Omega Ratio
1.92
1.92
0
1
1.5
2.5
2.5
Treynor Ratio
1.89
1.89
0
0.75
1.25
2
2
Information Ratio
0.71
0.71
0
0.3
0.6
1
1
Calmar Ratio
1.04
1.04
0
0.3
0.6
2
2
Portfolio Valuation
Based on current positions
P/E Ratio
31.31
High:
NVDA
37.34NVDALow:
SNAP
-19.61SNAPDetails
PEG Ratio
82.31
High:
VIE.PA
211.53VIE.PALow:
NIO
-132.09NIODetails
Price/Book
13.79
High:
AAPL
43.77AAPLLow:
VOW3.DE
0.28VOW3.DEDetails
Price/Sales
8.7
High:
IONQ
105.37IONQLow:
GT
0.13GTDetails
Price/CF
29.09
High:NVDA
44.64NVDALow:VOW3.DE
2.99VOW3.DEDetails
Price/FCF
49
High:
BLK
440.38BLKLow:
EBS
4.13EBSDetails
P/E Ratio
31.31
High:NVDA
37.34NVDALow:SNAP
-19.61SNAPDetails
PEG Ratio
82.31
High:VIE.PA
211.53VIE.PALow:NIO
-132.09NIODetails
Price/Book
13.79
High:AAPL
43.77AAPLLow:VOW3.DE
0.28VOW3.DEDetails
Price/Sales
8.7
High:IONQ
105.37IONQLow:GT
0.13GTDetails
Price/CF
29.09
High:NVDA
44.64NVDALow:VOW3.DE
2.99VOW3.DEDetails
Price/FCF
49
High:BLK
440.38BLKLow:EBS
4.13EBSDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-35.4% | Nov 2021 | Nov 2024 | 36 |
-26.16% | Nov 2019 | Apr 2020 | 5 |
-23.37% | Oct 2025 | - | 6 |
-22.29% | Dec 2024 | Aug 2025 | 8 |
-12.92% | Sep 2020 | Nov 2020 | 2 |
-4.35% | May 2021 | Oct 2021 | 5 |
-1.99% | Jun 2020 | Jul 2020 | 1 |