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+13.34%
This Month
-0.06%
Year To Date
+11.63%
2 Years
+54.32%
5 Years
+55.08%
10 Years
+9.68%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash73.17%
- 📊 ETFs19.62%
- 🧩 Miscellaneous4.34%
- 🚗 Consumer Durables2.26%
- ⛏️ Energy Minerals0.05%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE12.8%
- 🇺🇸 Nasdaq9.32%
- 🇩🇪 FRA2.26%
- 🇩🇪 Xetra ETFs1.22%
- 🇬🇧 LSE0.67%
Countries Breakdown
- Country
- Total
- 🇩🇪 Germany2.26%
- 🇨🇦 Canada1.91%
- 🇷🇺 Russia0.05%
Dividends
Performance Metrics
Score 6.4/10
Beta
0.15
0.15
0
0.8
1.2
0
2
Sharpe Ratio
0.57
0.57
0
0.5
1
1.5
1.5
Sortino Ratio
0.82
0.82
0
1
2
3
3
Jensen's Alpha
5.18
5.18
-2
0
2
6
6
Omega Ratio
0.89
0.89
0
1
1.5
2.5
2.5
Treynor Ratio
3.5
3.5
0
0.75
1.25
4
4
Information Ratio
-0.16
-0.16
-1
0.3
0.6
1
1
Calmar Ratio
0.62
0.62
0
0.3
0.6
1
1
Beta
0.15
0.15
0
0.8
1.2
0
2
Sharpe Ratio
0.57
0.57
0
0.5
1
1.5
1.5
Sortino Ratio
0.82
0.82
0
1
2
3
3
Jensen's Alpha
5.18
5.18
-2
0
2
6
6
Omega Ratio
0.89
0.89
0
1
1.5
2.5
2.5
Treynor Ratio
3.5
3.5
0
0.75
1.25
4
4
Information Ratio
-0.16
-0.16
-1
0.3
0.6
1
1
Calmar Ratio
0.62
0.62
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
3.32
High:
PAH3.DE
3.56PAH3.DELow:
SGGD.L
0.16SGGD.LDetails
PEG Ratio
3.08
High:PAH3.DE
3.14PAH3.DELow:SGGD.L
0.08SGGD.LDetails
Price/Book
0.24
High:PAH3.DE
0.25PAH3.DELow:SGGD.L
0.02SGGD.LDetails
Price/Sales
3.16
High:PAH3.DE
3.16PAH3.DELow:PAH3.DE
3.16PAH3.DEDetails
Price/CF
17.15
High:PAH3.DE
17.47PAH3.DELow:SGGD.L
2.63SGGD.LDetails
Price/FCF
97.61
High:PAH3.DE
105.39PAH3.DELow:SGGD.L
4.24SGGD.LDetails
P/E Ratio
3.32
High:PAH3.DE
3.56PAH3.DELow:SGGD.L
0.16SGGD.LDetails
PEG Ratio
3.08
High:PAH3.DE
3.14PAH3.DELow:SGGD.L
0.08SGGD.LDetails
Price/Book
0.24
High:PAH3.DE
0.25PAH3.DELow:SGGD.L
0.02SGGD.LDetails
Price/Sales
3.16
High:PAH3.DE
3.16PAH3.DELow:PAH3.DE
3.16PAH3.DEDetails
Price/CF
17.15
High:PAH3.DE
17.47PAH3.DELow:SGGD.L
2.63SGGD.LDetails
Price/FCF
97.61
High:PAH3.DE
105.39PAH3.DELow:SGGD.L
4.24SGGD.LDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-15.74% | Nov 2021 | Jun 2023 | 19 |
-13.23% | May 2026 | - | 2 |
-2.27% | Nov 2024 | Feb 2025 | 3 |
-1.66% | Mar 2024 | Apr 2024 | 1 |
-1.35% | Feb 2026 | Apr 2026 | 2 |
-0.93% | Apr 2025 | May 2025 | 1 |
-0.93% | Sep 2023 | Dec 2023 | 3 |
-0.71% | Oct 2025 | Nov 2025 | 1 |
-0.35% | Jun 2025 | Jul 2025 | 1 |