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+5.5%
This Month
+9.74%
Year To Date
+60.6%
2 Years
+89.44%
5 Years
+89.44%
10 Years
+14.96%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs47.01%
- 💰 Finance19.83%
- 🪨 Non Energy Minerals15.72%
- 🚗 Consumer Durables12.5%
- ❓ Other4.75%
- 💵 Cash0.34%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE82.55%
- 🇺🇸 Nasdaq8.84%
- Regular Trading Hours - RTH4.75%
- 🇩🇪 FRA3.66%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States28.66%
- 🇨🇦 Canada10.4%
- 🇬🇧 United Kingdom5.32%
- 🇩🇪 Germany3.66%
Dividends
Dividend Yield
1.47%
5 out of 9 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $VOW3.DE (7.05%)
Performance Metrics
Score 5.7/10
Beta
1.04
1.04
0
0.8
1.2
0
2
Sharpe Ratio
0.48
0.48
0
0.5
1
1.5
1.5
Sortino Ratio
0.76
0.76
0
1
2
3
3
Jensen's Alpha
4.78
4.78
-2
0
2
5
5
Omega Ratio
1.21
1.21
0
1
1.5
2.5
2.5
Treynor Ratio
0.96
0.96
0
0.75
1.25
2
2
Information Ratio
0.26
0.26
0
0.3
0.6
1
1
Calmar Ratio
0.35
0.35
0
0.3
0.6
1
1
Beta
1.04
1.04
0
0.8
1.2
0
2
Sharpe Ratio
0.48
0.48
0
0.5
1
1.5
1.5
Sortino Ratio
0.76
0.76
0
1
2
3
3
Jensen's Alpha
4.78
4.78
-2
0
2
5
5
Omega Ratio
1.21
1.21
0
1
1.5
2.5
2.5
Treynor Ratio
0.96
0.96
0
0.75
1.25
2
2
Information Ratio
0.26
0.26
0
0.3
0.6
1
1
Calmar Ratio
0.35
0.35
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
118.59
High:
TSLA
364.78TSLALow:
VOW3.DE
6.8VOW3.DEDetails
PEG Ratio
206.91
High:
O
292.6OLow:
AG
32.23AGDetails
Price/Book
6.05
High:TSLA
17.92TSLALow:VOW3.DE
0.26VOW3.DEDetails
Price/Sales
5.84
High:
CCJ
21.09CCJLow:VOW3.DE
0.14VOW3.DEDetails
Price/CF
42.08
High:TSLA
107.92TSLALow:VOW3.DE
3.46VOW3.DEDetails
Price/FCF
173.2
High:TSLA
255.88TSLALow:AG
24.4AGDetails
P/E Ratio
118.59
High:TSLA
364.78TSLALow:VOW3.DE
6.8VOW3.DEDetails
PEG Ratio
206.91
High:O
292.6OLow:AG
32.23AGDetails
Price/Book
6.05
High:TSLA
17.92TSLALow:VOW3.DE
0.26VOW3.DEDetails
Price/Sales
5.84
High:CCJ
21.09CCJLow:VOW3.DE
0.14VOW3.DEDetails
Price/CF
42.08
High:TSLA
107.92TSLALow:VOW3.DE
3.46VOW3.DEDetails
Price/FCF
173.2
High:TSLA
255.88TSLALow:AG
24.4AGDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-37.86% | Nov 2021 | Nov 2024 | 36 |
-13.16% | Dec 2024 | May 2025 | 5 |
-10.4% | Sep 2021 | Oct 2021 | 1 |
-4.27% | Mar 2026 | Apr 2026 | 1 |
-3.42% | Nov 2025 | Jan 2026 | 2 |