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+3.05%
This Month
+26.08%
Year To Date
+52.9%
2 Years
+74.06%
5 Years
+74.06%
10 Years
+18.59%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology19.12%
- 📊 ETFs17.5%
- 🛠️ Producer Manufacturing14.96%
- 🧬 Health Technology8.65%
- 🖥️ Technology Services7.49%
- 🚗 Consumer Durables7.32%
- 💵 Cash6.87%
- 🏥 Health Services6.11%
- 🪨 Non Energy Minerals5.19%
- 🪙 Cryptocurrencies4.61%
- 🧪 Process Industries2.14%
- 💰 Finance2.01%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE47.06%
- 🇺🇸 Nasdaq42.02%
- 🌍 Digital Currency4.61%
- 🇬🇧 LSE0.81%
- 🇩🇪 FRA0.58%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States55.33%
- 🇳🇱 Netherlands7.34%
- 🇿🇦 South Africa5.19%
- 🇩🇰 Denmark1.99%
- 🇨🇱 Chile1.74%
- 🇬🇧 United Kingdom0.81%
- 🇩🇪 Germany0.58%
Dividends
Dividend Yield
0.56%
13 out of 24 instruments pay dividend.
2 dividend payments in the next 30 days.
Highest Dividend: $VOW3.DE (5.91%)
Dividend Yield Breakdown
Performance Metrics
Score 5.5/10
Beta
1.16
1.16
0
0.8
1.2
0
2
Sharpe Ratio
0.54
0.54
0
0.5
1
1.5
1.5
Sortino Ratio
0.89
0.89
0
1
2
3
3
Jensen's Alpha
1.36
1.36
-2
0
2
4.5
4.5
Omega Ratio
1.16
1.16
0
1
1.5
2.5
2.5
Treynor Ratio
0.9
0.9
0
0.75
1.25
2
2
Information Ratio
0.21
0.21
0
0.3
0.6
1
1
Calmar Ratio
0.69
0.69
0
0.3
0.6
1
1
Beta
1.16
1.16
0
0.8
1.2
0
2
Sharpe Ratio
0.54
0.54
0
0.5
1
1.5
1.5
Sortino Ratio
0.89
0.89
0
1
2
3
3
Jensen's Alpha
1.36
1.36
-2
0
2
4.5
4.5
Omega Ratio
1.16
1.16
0
1
1.5
2.5
2.5
Treynor Ratio
0.9
0.9
0
0.75
1.25
2
2
Information Ratio
0.21
0.21
0
0.3
0.6
1
1
Calmar Ratio
0.69
0.69
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
40.48
High:
TSLA
306.67TSLALow:
KRO
-14.23KRODetails
PEG Ratio
178.44
High:
META
462.29METALow:
MU
3.19MUDetails
Price/Book
8.66
High:TSLA
19.08TSLALow:
VOW3.DE
0.32VOW3.DEDetails
Price/Sales
7
High:TSLA
16.92TSLALow:VOW3.DE
0.17VOW3.DEDetails
Price/CF
20.64
High:TSLA
99.57TSLALow:VOW3.DE
2.99VOW3.DEDetails
Price/FCF
68.1
High:TSLA
229.45TSLALow:
PRG
4.76PRGDetails
P/E Ratio
40.48
High:TSLA
306.67TSLALow:KRO
-14.23KRODetails
PEG Ratio
178.44
High:META
462.29METALow:MU
3.19MUDetails
Price/Book
8.66
High:TSLA
19.08TSLALow:VOW3.DE
0.32VOW3.DEDetails
Price/Sales
7
High:TSLA
16.92TSLALow:VOW3.DE
0.17VOW3.DEDetails
Price/CF
20.64
High:TSLA
99.57TSLALow:VOW3.DE
2.99VOW3.DEDetails
Price/FCF
68.1
High:TSLA
229.45TSLALow:PRG
4.76PRGDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-21.88% | Dec 2024 | Aug 2025 | 8 |
-19.89% | Aug 2023 | Mar 2024 | 7 |
-13.85% | Aug 2022 | Jan 2023 | 5 |
-7.78% | Apr 2022 | Jul 2022 | 3 |
-3.22% | Apr 2024 | May 2024 | 1 |
-1.61% | Oct 2024 | Nov 2024 | 1 |
-1.25% | Feb 2023 | May 2023 | 3 |
-0.85% | Nov 2025 | Dec 2025 | 1 |
-0.82% | Aug 2024 | Sep 2024 | 1 |
-0.41% | Jun 2024 | Jul 2024 | 1 |