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+1.07%
This Month
+1.07%
Year To Date
+51.87%
2 Years
+68.46%
5 Years
+87.27%
10 Years
+12.48%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash42.21%
- 💰 Finance23.49%
- 💻 Electronic Technology11.46%
- 🖥️ Technology Services7.5%
- 🚗 Consumer Durables7.13%
- 🍞 Consumer Non Durables6.24%
- 💇♀️ Consumer Services4.63%
- 🛍️ Retail Trade3.63%
- 🪙 Cryptocurrencies2.23%
- 📊 ETFs0.09%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq27.28%
- 🇺🇸 NYSE25.54%
- 🇩🇪 FRA5.85%
- 🇬🇧 LSE5.41%
- 🌍 Digital Currency2.23%
- 🇺🇸 Chicago Board Options Exchange0.09%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States48.88%
- 🇩🇪 Germany5.85%
- 🇮🇱 Israel5.41%
- 🇨🇦 Canada3.95%
Dividends
Dividend Yield
0.89%
11 out of 17 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $VOW3.DE (6.12%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 4.4/10
Beta
1
1
0
0.8
1.2
0
2
Sharpe Ratio
0.59
0.59
0
0.5
1
1.5
1.5
Sortino Ratio
0.92
0.92
0
1
2
3
3
Jensen's Alpha
-1.14
-1.14
-2
0
2
4.5
4.5
Omega Ratio
0.9
0.9
0
1
1.5
2.5
2.5
Treynor Ratio
0.84
0.84
0
0.75
1.25
2
2
Information Ratio
-0.15
-0.15
-1
0.3
0.6
1
1
Calmar Ratio
0.46
0.46
0
0.3
0.6
1
1
Beta
1
1
0
0.8
1.2
0
2
Sharpe Ratio
0.59
0.59
0
0.5
1
1.5
1.5
Sortino Ratio
0.92
0.92
0
1
2
3
3
Jensen's Alpha
-1.14
-1.14
-2
0
2
4.5
4.5
Omega Ratio
0.9
0.9
0
1
1.5
2.5
2.5
Treynor Ratio
0.84
0.84
0
0.75
1.25
2
2
Information Ratio
-0.15
-0.15
-1
0.3
0.6
1
1
Calmar Ratio
0.46
0.46
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
34.58
High:
TSLA
288.29TSLALow:
VOW3.DE
7.75VOW3.DEDetails
PEG Ratio
199.38
High:
BN.US
837.25BN.USLow:
DIS
10.5DISDetails
Price/Book
9.4
High:
AAPL
51.38AAPLLow:
PM
-25.47PMDetails
Price/Sales
7.44
High:
NVDA
25.06NVDALow:VOW3.DE
0.16VOW3.DEDetails
Price/CF
27.18
High:TSLA
99.57TSLALow:VOW3.DE
2.99VOW3.DEDetails
Price/FCF
56.28
High:
BLK
262.72BLKLow:
HNR1.DE
6.66HNR1.DEDetails
P/E Ratio
34.58
High:TSLA
288.29TSLALow:VOW3.DE
7.75VOW3.DEDetails
PEG Ratio
199.38
High:BN.US
837.25BN.USLow:DIS
10.5DISDetails
Price/Book
9.4
High:AAPL
51.38AAPLLow:PM
-25.47PMDetails
Price/Sales
7.44
High:NVDA
25.06NVDALow:VOW3.DE
0.16VOW3.DEDetails
Price/CF
27.18
High:TSLA
99.57TSLALow:VOW3.DE
2.99VOW3.DEDetails
Price/FCF
56.28
High:BLK
262.72BLKLow:HNR1.DE
6.66HNR1.DEDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-26.67% | Nov 2021 | Jun 2024 | 31 |
-8.34% | Feb 2025 | Jun 2025 | 4 |
-4.78% | Sep 2021 | Oct 2021 | 1 |
-2.55% | Jan 2021 | Feb 2021 | 1 |
-1.05% | May 2021 | Aug 2021 | 3 |
-0.12% | Oct 2020 | Nov 2020 | 1 |