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+0.76%
This Month
-7.1%
Year To Date
-0.88%
2 Years
+13.52%
5 Years
+89.99%
10 Years
+9.85%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash92.77%
- 📊 ETFs1.77%
- 🖥️ Technology Services0.57%
- 💼 Commercial Services0.43%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE2.6%
- 🇺🇸 Nasdaq0.17%
Countries Breakdown
- Country
- Total
- 🇩🇪 Germany0.57%
- 🇨🇳 China0.43%
Dividends
Dividend Yield
0%
0 out of 6 instruments pay dividend.
0 dividend payments in the next 30 days.
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 4.8/10
Beta
0.63
0.63
0
0.8
1.2
0
2
Sharpe Ratio
0.44
0.44
0
0.5
1
1.5
1.5
Sortino Ratio
0.69
0.69
0
1
2
3
3
Jensen's Alpha
0.27
0.27
-2
0
2
4.5
4.5
Omega Ratio
0.81
0.81
0
1
1.5
2.5
2.5
Treynor Ratio
1.17
1.17
0
0.75
1.25
2
2
Information Ratio
-0.26
-0.26
-1
0.3
0.6
1
1
Calmar Ratio
0.3
0.3
0
0.3
0.6
1
1
Beta
0.63
0.63
0
0.8
1.2
0
2
Sharpe Ratio
0.44
0.44
0
0.5
1
1.5
1.5
Sortino Ratio
0.69
0.69
0
1
2
3
3
Jensen's Alpha
0.27
0.27
-2
0
2
4.5
4.5
Omega Ratio
0.81
0.81
0
1
1.5
2.5
2.5
Treynor Ratio
1.17
1.17
0
0.75
1.25
2
2
Information Ratio
-0.26
-0.26
-1
0.3
0.6
1
1
Calmar Ratio
0.3
0.3
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
-10.09
High:
DOYU
-7.69DOYULow:
JMIA
-10.67JMIADetails
PEG Ratio
-28.66
High:JMIA
-28.66JMIALow:JMIA
-28.66JMIADetails
Price/Book
8.01
High:JMIA
15.35JMIALow:DOYU
0.77DOYUDetails
Price/Sales
3.2
High:JMIA
7.97JMIALow:DOYU
0.37DOYUDetails
Price/CF
N/A
Details
Price/FCF
N/A
Details
P/E Ratio
-10.09
High:DOYU
-7.69DOYULow:JMIA
-10.67JMIADetails
PEG Ratio
-28.66
High:JMIA
-28.66JMIALow:JMIA
-28.66JMIADetails
Price/Book
8.01
High:JMIA
15.35JMIALow:DOYU
0.77DOYUDetails
Price/Sales
3.2
High:JMIA
7.97JMIALow:DOYU
0.37DOYUDetails
Price/CF
N/A
Details
Price/FCF
N/A
Details
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-33.21% | Apr 2022 | Jan 2024 | 21 |
-16.9% | Feb 2025 | - | 9 |
-9.69% | May 2019 | Jun 2019 | 1 |
-5.74% | Nov 2021 | Dec 2021 | 1 |
-3.15% | Sep 2020 | Oct 2020 | 1 |
-2.46% | Feb 2021 | Mar 2021 | 1 |
-1.99% | Jan 2022 | Mar 2022 | 2 |
-0.78% | Mar 2024 | May 2024 | 2 |
-0.69% | Aug 2024 | Dec 2024 | 4 |
-0.14% | Jun 2024 | Jul 2024 | 1 |