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-4.8%
This Month
-5.37%
Year To Date
+38.19%
2 Years
+52.74%
5 Years
+25.07%
10 Years
+2.64%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash49.18%
- 💰 Finance31.51%
- 🪙 Cryptocurrencies18.3%
Exchanges Breakdown
- Exchange
- Total
- 🇨🇭 SIX31.51%
- 🌍 Digital Currency18.3%
Countries Breakdown
- Country
- Total
- 🇨🇭 Switzerland31.51%
Dividends
Dividend Yield
1.53%
4 out of 8 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $ZURN.ZU (5.46%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 3.1/10
Beta
0.64
0.64
0
0.8
1.2
0
2
Sharpe Ratio
0.13
0.13
0
0.5
1
1.5
1.5
Sortino Ratio
0.19
0.19
0
1
2
3
3
Jensen's Alpha
-4.02
-4.02
-5
0
2
4.5
4.5
Omega Ratio
0.71
0.71
0
1
1.5
2.5
2.5
Treynor Ratio
0.38
0.38
0
0.75
1.25
2
2
Information Ratio
-0.38
-0.38
-1
0.3
0.6
1
1
Calmar Ratio
0.07
0.07
0
0.3
0.6
1
1
Beta
0.64
0.64
0
0.8
1.2
0
2
Sharpe Ratio
0.13
0.13
0
0.5
1
1.5
1.5
Sortino Ratio
0.19
0.19
0
1
2
3
3
Jensen's Alpha
-4.02
-4.02
-5
0
2
4.5
4.5
Omega Ratio
0.71
0.71
0
1
1.5
2.5
2.5
Treynor Ratio
0.38
0.38
0
0.75
1.25
2
2
Information Ratio
-0.38
-0.38
-1
0.3
0.6
1
1
Calmar Ratio
0.07
0.07
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
13.1
High:
HBAN.ZU
23.81HBAN.ZULow:
SREN.ZU
8.96SREN.ZUDetails
PEG Ratio
181.73
High:
SLHN.ZU
800.42SLHN.ZULow:SREN.ZU
24.94SREN.ZUDetails
Price/Book
2.44
High:
ZURN.ZU
3.45ZURN.ZULow:HBAN.ZU
1.5HBAN.ZUDetails
Price/Sales
1.1
High:HBAN.ZU
1.71HBAN.ZULow:SREN.ZU
0.87SREN.ZUDetails
Price/CF
6.84
High:HBAN.ZU
21.78HBAN.ZULow:ZURN.ZU
4.79ZURN.ZUDetails
Price/FCF
9.61
High:SREN.ZU
57.83SREN.ZULow:ZURN.ZU
6.2ZURN.ZUDetails
P/E Ratio
13.1
High:HBAN.ZU
23.81HBAN.ZULow:SREN.ZU
8.96SREN.ZUDetails
PEG Ratio
181.73
High:SLHN.ZU
800.42SLHN.ZULow:SREN.ZU
24.94SREN.ZUDetails
Price/Book
2.44
High:ZURN.ZU
3.45ZURN.ZULow:HBAN.ZU
1.5HBAN.ZUDetails
Price/Sales
1.1
High:HBAN.ZU
1.71HBAN.ZULow:SREN.ZU
0.87SREN.ZUDetails
Price/CF
6.84
High:HBAN.ZU
21.78HBAN.ZULow:ZURN.ZU
4.79ZURN.ZUDetails
Price/FCF
9.61
High:SREN.ZU
57.83SREN.ZULow:ZURN.ZU
6.2ZURN.ZUDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-40.86% | Jan 2018 | Mar 2024 | 74 |
-16.41% | Apr 2024 | Nov 2024 | 7 |
-6.23% | Nov 2025 | - | 8 |
-0.86% | Dec 2024 | Jan 2025 | 1 |
-0.62% | Feb 2025 | Apr 2025 | 2 |
-0.12% | Sep 2025 | Oct 2025 | 1 |