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-2.25%
This Month
-1.92%
Year To Date
+76.36%
2 Years
+20.89%
5 Years
+20.89%
10 Years
+4.31%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs31.51%
- 🚗 Consumer Durables12.82%
- 🪙 Cryptocurrencies11.04%
- 🖥️ Technology Services9.9%
- 📡 Communications9.4%
- 🍞 Consumer Non Durables7.85%
- 💰 Finance6.75%
- 💻 Electronic Technology4.98%
- 🏭 Industrial Services3.01%
- ⛏️ Energy Minerals1.47%
- 🧬 Health Technology0.87%
- 💵 Cash0.42%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE32.2%
- 🇺🇸 Nasdaq30.41%
- 🇬🇧 LSE18.4%
- 🌍 Digital Currency11.04%
- 🇩🇪 FRA6.69%
- 🇩🇰 Copenhagen Stock Exchange0.87%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States29.24%
- 🇬🇧 United Kingdom17.25%
- 🇩🇪 Germany6.69%
- 🇨🇦 Canada3.01%
- 🇩🇰 Denmark0.87%
Dividends
Dividend Yield
2.35%
11 out of 16 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $MBG.DE (12.36%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 2.9/10
Beta
1.07
1.07
0
0.8
1.2
0
2
Sharpe Ratio
0.17
0.17
0
0.5
1
1.5
1.5
Sortino Ratio
0.25
0.25
0
1
2
3
3
Jensen's Alpha
-4.67
-4.67
-5
0
2
4.5
4.5
Omega Ratio
0.85
0.85
0
1
1.5
2.5
2.5
Treynor Ratio
0.35
0.35
0
0.75
1.25
2
2
Information Ratio
-0.21
-0.21
-1
0.3
0.6
1
1
Calmar Ratio
0.1
0.1
0
0.3
0.6
1
1
Beta
1.07
1.07
0
0.8
1.2
0
2
Sharpe Ratio
0.17
0.17
0
0.5
1
1.5
1.5
Sortino Ratio
0.25
0.25
0
1
2
3
3
Jensen's Alpha
-4.67
-4.67
-5
0
2
4.5
4.5
Omega Ratio
0.85
0.85
0
1
1.5
2.5
2.5
Treynor Ratio
0.35
0.35
0
0.75
1.25
2
2
Information Ratio
-0.21
-0.21
-1
0.3
0.6
1
1
Calmar Ratio
0.1
0.1
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
35.7
High:
TSLA
377.27TSLALow:
MPT
-11.89MPTDetails
PEG Ratio
56.36
High:
NOVO-B.CO
684.96NOVO-B.COLow:MPT
-13.44MPTDetails
Price/Book
9.12
High:
AAPL
43.77AAPLLow:
VOD
0.55VODDetails
Price/Sales
8.87
High:
NVDA
20.71NVDALow:
MBG.DE
0.41MBG.DEDetails
Price/CF
24.11
High:TSLA
107.92TSLALow:VOD
1.93VODDetails
Price/FCF
49.55
High:TSLA
255.88TSLALow:VOD
3.35VODDetails
P/E Ratio
35.7
High:TSLA
377.27TSLALow:MPT
-11.89MPTDetails
PEG Ratio
56.36
High:NOVO-B.CO
684.96NOVO-B.COLow:MPT
-13.44MPTDetails
Price/Book
9.12
High:AAPL
43.77AAPLLow:VOD
0.55VODDetails
Price/Sales
8.87
High:NVDA
20.71NVDALow:MBG.DE
0.41MBG.DEDetails
Price/CF
24.11
High:TSLA
107.92TSLALow:VOD
1.93VODDetails
Price/FCF
49.55
High:TSLA
255.88TSLALow:VOD
3.35VODDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-47.21% | Dec 2021 | Jul 2025 | 43 |
-4.2% | Feb 2026 | - | 2 |