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+3.82%
This Month
+13.37%
Year To Date
+46.09%
2 Years
+46.09%
5 Years
+46.09%
10 Years
+46.09%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🧩 Miscellaneous42.75%
- 🖥️ Technology Services30.77%
- 💻 Electronic Technology10.38%
- 🛍️ Retail Trade6.99%
- 💰 Finance3.08%
- 📊 ETFs2.37%
- 🛠️ Producer Manufacturing2.36%
- 🚚 Transportation1.22%
- 💵 Cash0.09%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq48.14%
- 🇺🇸 NYSE46.34%
- 🇩🇪 FRA3.08%
- 🇭🇰 Hong Kong Exchanges2.36%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States49.36%
- 🇩🇪 Germany3.08%
- 🇨🇳 China2.36%
Dividends
Dividend Yield
0.64%
6 out of 13 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $ALV.DE (3.89%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 5.4/10
Beta
1.16
1.16
0
0.8
1.2
0
2
Sharpe Ratio
1.38
1.38
0
0.5
1
2
2
Sortino Ratio
3.42
3.42
0
1
2
4
4
Jensen's Alpha
-3.99
-3.99
-4
0
2
4.5
4.5
Omega Ratio
0.97
0.97
0
1
1.5
2.5
2.5
Treynor Ratio
1.68
1.68
0
0.75
1.25
2
2
Information Ratio
-0.04
-0.04
-1
0.3
0.6
1
1
Calmar Ratio
3.91
3.91
0
0.3
0.6
4
4
Beta
1.16
1.16
0
0.8
1.2
0
2
Sharpe Ratio
1.38
1.38
0
0.5
1
2
2
Sortino Ratio
3.42
3.42
0
1
2
4
4
Jensen's Alpha
-3.99
-3.99
-4
0
2
4.5
4.5
Omega Ratio
0.97
0.97
0
1
1.5
2.5
2.5
Treynor Ratio
1.68
1.68
0
0.75
1.25
2
2
Information Ratio
-0.04
-0.04
-1
0.3
0.6
1
1
Calmar Ratio
3.91
3.91
0
0.3
0.6
4
4
Portfolio Valuation
Based on current positions
P/E Ratio
29.11
High:
PLTR
142.85PLTRLow:
TEM.US
-33.89TEM.USDetails
PEG Ratio
82.61
High:
META
401.05METALow:TEM.US
-53.99TEM.USDetails
Price/Book
10.5
High:
AAPL
42.26AAPLLow:
ALV.DE
2.76ALV.DEDetails
Price/Sales
8.24
High:PLTR
62.4PLTRLow:
01211.HK
0.9501211.HKDetails
Price/CF
20.71
High:PLTR
138.09PLTRLow:ALV.DE
4.48ALV.DEDetails
Price/FCF
54.28
High:
AMZN
325.85AMZNLow:ALV.DE
5.81ALV.DEDetails
P/E Ratio
29.11
High:PLTR
142.85PLTRLow:TEM.US
-33.89TEM.USDetails
PEG Ratio
82.61
High:META
401.05METALow:TEM.US
-53.99TEM.USDetails
Price/Book
10.5
High:AAPL
42.26AAPLLow:ALV.DE
2.76ALV.DEDetails
Price/Sales
8.24
High:PLTR
62.4PLTRLow:01211.HK
0.9501211.HKDetails
Price/CF
20.71
High:PLTR
138.09PLTRLow:ALV.DE
4.48ALV.DEDetails
Price/FCF
54.28
High:AMZN
325.85AMZNLow:ALV.DE
5.81ALV.DEDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-7.47% | Feb 2026 | Apr 2026 | 2 |
-4.57% | Jun 2026 | Aug 2026 | 2 |
-1.64% | Dec 2025 | Jan 2026 | 1 |