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+0.61%
This Month
-1.66%
Year To Date
+26.39%
2 Years
+52.08%
5 Years
+52.08%
10 Years
+9.4%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs32.17%
- 🧩 Miscellaneous27.87%
- 🪙 Cryptocurrencies21.18%
- 🖥️ Technology Services5.7%
- 💰 Finance4.75%
- 💇♀️ Consumer Services2.02%
- 🛍️ Retail Trade1.77%
- 💻 Electronic Technology1.71%
- 🚗 Consumer Durables1.69%
- 💼 Commercial Services0.95%
- 💵 Cash0.22%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE29.15%
- 🌍 Digital Currency21.18%
- 🇺🇸 Nasdaq20.47%
- 🇬🇧 LSE19.3%
- 🇩🇪 FRA3.63%
- 🇺🇸 Chicago Board Options Exchange2.19%
- 🇩🇪 Xetra ETFs2.17%
- 🇫🇷 Euronext Paris1.71%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States13.25%
- 🇩🇪 Germany3.63%
- 🇳🇱 Netherlands1.71%
Dividends
Dividend Yield
0.34%
9 out of 27 instruments pay dividend.
4 dividend payments in the next 30 days.
Highest Dividend: $VOW3.DE (5.69%)
Performance Metrics
Score 5.2/10
Beta
0.83
0.83
0
0.8
1.2
0
2
Sharpe Ratio
0.36
0.36
0
0.5
1
1.5
1.5
Sortino Ratio
0.68
0.68
0
1
2
3
3
Jensen's Alpha
1.7
1.7
-2
0
2
4.5
4.5
Omega Ratio
1.04
1.04
0
1
1.5
2.5
2.5
Treynor Ratio
0.67
0.67
0
0.75
1.25
2
2
Information Ratio
0.05
0.05
0
0.3
0.6
1
1
Calmar Ratio
0.44
0.44
0
0.3
0.6
1
1
Beta
0.83
0.83
0
0.8
1.2
0
2
Sharpe Ratio
0.36
0.36
0
0.5
1
1.5
1.5
Sortino Ratio
0.68
0.68
0
1
2
3
3
Jensen's Alpha
1.7
1.7
-2
0
2
4.5
4.5
Omega Ratio
1.04
1.04
0
1
1.5
2.5
2.5
Treynor Ratio
0.67
0.67
0
0.75
1.25
2
2
Information Ratio
0.05
0.05
0
0.3
0.6
1
1
Calmar Ratio
0.44
0.44
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
26.77
High:
AMZN
31.7AMZNLow:
MSTR
-3.98MSTRDetails
PEG Ratio
109.56
High:
V
211.14VLow:
PYPL
42.88PYPLDetails
Price/Book
5.73
High:V
17.51VLow:
VOW3.DE
0.26VOW3.DEDetails
Price/Sales
5.51
High:MSTR
108.88MSTRLow:VOW3.DE
0.14VOW3.DEDetails
Price/CF
17.22
High:MSTR
7,511.07MSTRLow:VOW3.DE
2.51VOW3.DEDetails
Price/FCF
60.56
High:MSTR
1,187.5MSTRLow:
ALV.DE
5.81ALV.DEDetails
P/E Ratio
26.77
High:AMZN
31.7AMZNLow:MSTR
-3.98MSTRDetails
PEG Ratio
109.56
High:V
211.14VLow:PYPL
42.88PYPLDetails
Price/Book
5.73
High:V
17.51VLow:VOW3.DE
0.26VOW3.DEDetails
Price/Sales
5.51
High:MSTR
108.88MSTRLow:VOW3.DE
0.14VOW3.DEDetails
Price/CF
17.22
High:MSTR
7,511.07MSTRLow:VOW3.DE
2.51VOW3.DEDetails
Price/FCF
60.56
High:MSTR
1,187.5MSTRLow:ALV.DE
5.81ALV.DEDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-20.35% | Oct 2025 | - | 8 |
-19.97% | Jan 2022 | Jul 2023 | 18 |
-9.52% | Feb 2025 | Jul 2025 | 5 |
-8.18% | Aug 2023 | Dec 2023 | 4 |
-4.72% | Apr 2024 | Jul 2024 | 3 |
-3.74% | Sep 2021 | Oct 2021 | 1 |
-2.02% | Nov 2021 | Dec 2021 | 1 |
-1.45% | Dec 2024 | Jan 2025 | 1 |
-0.61% | Oct 2024 | Nov 2024 | 1 |
-0.39% | Aug 2024 | Sep 2024 | 1 |
-0.06% | Aug 2025 | Sep 2025 | 1 |