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-5.08%
This Month
+12.13%
Year To Date
+62.99%
2 Years
+49.43%
5 Years
+49.43%
10 Years
+9.34%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology57.5%
- 🛠️ Producer Manufacturing24.22%
- 🖥️ Technology Services18.06%
- 🪙 Cryptocurrencies0.21%
- 💵 Cash0.02%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq59.59%
- 🇩🇪 FRA24.22%
- 🇺🇸 NYSE15.97%
- 🌍 Digital Currency0.21%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States75.56%
- 🇩🇪 Germany24.22%
Dividends
Dividend Yield
0.31%
4 out of 6 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $STX.US (0.77%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 3.9/10
Beta
1.23
1.23
0
0.8
1.2
0
2
Sharpe Ratio
0.38
0.38
0
0.5
1
1.5
1.5
Sortino Ratio
0.56
0.56
0
1
2
3
3
Jensen's Alpha
-0.95
-0.95
-2
0
2
4.5
4.5
Omega Ratio
1.05
1.05
0
1
1.5
2.5
2.5
Treynor Ratio
0.62
0.62
0
0.75
1.25
2
2
Information Ratio
0.06
0.06
0
0.3
0.6
1
1
Calmar Ratio
0.22
0.22
0
0.3
0.6
1
1
Beta
1.23
1.23
0
0.8
1.2
0
2
Sharpe Ratio
0.38
0.38
0
0.5
1
1.5
1.5
Sortino Ratio
0.56
0.56
0
1
2
3
3
Jensen's Alpha
-0.95
-0.95
-2
0
2
4.5
4.5
Omega Ratio
1.05
1.05
0
1
1.5
2.5
2.5
Treynor Ratio
0.62
0.62
0
0.75
1.25
2
2
Information Ratio
0.06
0.06
0
0.3
0.6
1
1
Calmar Ratio
0.22
0.22
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
30.56
High:
ENR.DE
72.67ENR.DELow:
GOOGL
28.05GOOGLDetails
PEG Ratio
65.52
High:
ANET
213.09ANETLow:ENR.DE
5.62ENR.DEDetails
Price/Book
8.99
High:
STX.US
178.2STX.USLow:
MU
7.67MUDetails
Price/Sales
8.86
High:ANET
19.1ANETLow:ENR.DE
3.55ENR.DEDetails
Price/CF
20.28
High:ANET
38.24ANETLow:MU
11.55MUDetails
Price/FCF
54.87
High:MU
63.49MULow:ENR.DE
19.94ENR.DEDetails
P/E Ratio
30.56
High:ENR.DE
72.67ENR.DELow:GOOGL
28.05GOOGLDetails
PEG Ratio
65.52
High:ANET
213.09ANETLow:ENR.DE
5.62ENR.DEDetails
Price/Book
8.99
High:STX.US
178.2STX.USLow:MU
7.67MUDetails
Price/Sales
8.86
High:ANET
19.1ANETLow:ENR.DE
3.55ENR.DEDetails
Price/CF
20.28
High:ANET
38.24ANETLow:MU
11.55MUDetails
Price/FCF
54.87
High:MU
63.49MULow:ENR.DE
19.94ENR.DEDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-46.01% | Dec 2021 | Jul 2025 | 43 |
-5.08% | Mar 2026 | - | 1 |
-2.37% | Sep 2021 | Oct 2021 | 1 |
-0.78% | Nov 2025 | Dec 2025 | 1 |