Loading...
-1.04%
This Month
+5.18%
Year To Date
+12.8%
2 Years
+39.9%
5 Years
+304.07%
10 Years
+7.62%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies22.2%
- 🪨 Non Energy Minerals20.58%
- 💰 Finance16.01%
- 🖥️ Technology Services14.22%
- 💻 Electronic Technology11.37%
- 🍞 Consumer Non Durables5.35%
- 🧬 Health Technology5.11%
- 🛍️ Retail Trade4.54%
- 💵 Cash0.42%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE30.53%
- 🇩🇪 FRA24.74%
- 🌍 Digital Currency22.2%
- 🇺🇸 Nasdaq21.9%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States47.89%
- 🇩🇪 Germany24.74%
- 🇨🇳 China4.54%
Dividends
Dividend Yield
2.23%
6 out of 16 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $ORC (21.07%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 6.6/10
Beta
0.48
0.48
0
0.8
1.2
0
2
Sharpe Ratio
0.54
0.54
0
0.5
1
1.5
1.5
Sortino Ratio
1.18
1.18
0
1
2
3
3
Jensen's Alpha
10.46
10.46
-2
0
2
11
11
Omega Ratio
1.14
1.14
0
1
1.5
2.5
2.5
Treynor Ratio
2.7
2.7
0
0.75
1.25
3
3
Information Ratio
0.14
0.14
0
0.3
0.6
1
1
Calmar Ratio
0.57
0.57
0
0.3
0.6
1
1
Beta
0.48
0.48
0
0.8
1.2
0
2
Sharpe Ratio
0.54
0.54
0
0.5
1
1.5
1.5
Sortino Ratio
1.18
1.18
0
1
2
3
3
Jensen's Alpha
10.46
10.46
-2
0
2
11
11
Omega Ratio
1.14
1.14
0
1
1.5
2.5
2.5
Treynor Ratio
2.7
2.7
0
0.75
1.25
3
3
Information Ratio
0.14
0.14
0
0.3
0.6
1
1
Calmar Ratio
0.57
0.57
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
50.15
High:
RHM.DE
62.91RHM.DELow:
RKLB
-245.35RKLBDetails
PEG Ratio
6.59
High:
O
494.14OLow:RKLB
-1,227.64RKLBDetails
Price/Book
1.94
High:
OCGN
85.66OCGNLow:
COKE
-18.55COKEDetails
Price/Sales
2.63
High:OCGN
107.84OCGNLow:
HEI.DE
1.41HEI.DEDetails
Price/CF
19.51
High:
MSTR
7,511.07MSTRLow:
ORC
9.29ORCDetails
Price/FCF
76.34
High:
BABA
1,196.17BABALow:ORC
9.86ORCDetails
P/E Ratio
50.15
High:RHM.DE
62.91RHM.DELow:RKLB
-245.35RKLBDetails
PEG Ratio
6.59
High:O
494.14OLow:RKLB
-1,227.64RKLBDetails
Price/Book
1.94
High:OCGN
85.66OCGNLow:COKE
-18.55COKEDetails
Price/Sales
2.63
High:OCGN
107.84OCGNLow:HEI.DE
1.41HEI.DEDetails
Price/CF
19.51
High:MSTR
7,511.07MSTRLow:ORC
9.29ORCDetails
Price/FCF
76.34
High:BABA
1,196.17BABALow:ORC
9.86ORCDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-63.83% | Jul 2013 | Jul 2020 | 84 |
-27.4% | Mar 2026 | - | 7 |
-19.51% | Nov 2021 | Aug 2025 | 45 |
-18.13% | May 2021 | Aug 2021 | 3 |
-8.13% | Sep 2021 | Oct 2021 | 1 |
-7.25% | Oct 2025 | Dec 2025 | 2 |
-2.47% | Sep 2020 | Nov 2020 | 2 |