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+5.36%
This Month
+8.77%
Year To Date
+69.65%
2 Years
+13.91%
5 Years
+13.83%
10 Years
+2.81%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology39.78%
- 🖥️ Technology Services29.98%
- 🛍️ Retail Trade7.14%
- 🚗 Consumer Durables6.31%
- 🧩 Miscellaneous5.99%
- 🧬 Health Technology5.39%
- 🪙 Cryptocurrencies5.22%
- 💵 Cash0.2%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq73.49%
- 🇺🇸 NYSE14.79%
- 🇩🇪 FRA6.31%
- 🌍 Digital Currency5.22%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States62.69%
- 🇳🇱 Netherlands13.25%
- 🇩🇪 Germany6.31%
- 🇹🇼 Taiwan3.41%
- 🇩🇰 Denmark2.95%
Dividends
Dividend Yield
0.85%
10 out of 14 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $MBG.DE (7%)
Performance Metrics
Score 2.5/10
Beta
1.9
1.9
0
0.8
1.2
0
2
Sharpe Ratio
0.11
0.11
0
0.5
1
1.5
1.5
Sortino Ratio
0.16
0.16
0
1
2
3
3
Jensen's Alpha
-8.91
-8.91
-9
0
2
4.5
4.5
Omega Ratio
0.93
0.93
0
1
1.5
2.5
2.5
Treynor Ratio
0.2
0.2
0
0.75
1.25
2
2
Information Ratio
-0.08
-0.08
-1
0.3
0.6
1
1
Calmar Ratio
-0.01
-0.01
-1
0.3
0.6
1
1
Beta
1.9
1.9
0
0.8
1.2
0
2
Sharpe Ratio
0.11
0.11
0
0.5
1
1.5
1.5
Sortino Ratio
0.16
0.16
0
1
2
3
3
Jensen's Alpha
-8.91
-8.91
-9
0
2
4.5
4.5
Omega Ratio
0.93
0.93
0
1
1.5
2.5
2.5
Treynor Ratio
0.2
0.2
0
0.75
1.25
2
2
Information Ratio
-0.08
-0.08
-1
0.3
0.6
1
1
Calmar Ratio
-0.01
-0.01
-1
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
34.73
High:
AVGO
80.48AVGOLow:
CRWD
-683.59CRWDDetails
PEG Ratio
143.61
High:
META
369.57METALow:
LLY
26.99LLYDetails
Price/Book
12.39
High:
NVDA
32.68NVDALow:
MBG.DE
0.51MBG.DEDetails
Price/Sales
10.94
High:AVGO
29.53AVGOLow:MBG.DE
0.37MBG.DEDetails
Price/CF
24
High:CRWD
70.67CRWDLow:MBG.DE
3.15MBG.DEDetails
Price/FCF
59.76
High:
AMZN
325.85AMZNLow:MBG.DE
8.13MBG.DEDetails
P/E Ratio
34.73
High:AVGO
80.48AVGOLow:CRWD
-683.59CRWDDetails
PEG Ratio
143.61
High:META
369.57METALow:LLY
26.99LLYDetails
Price/Book
12.39
High:NVDA
32.68NVDALow:MBG.DE
0.51MBG.DEDetails
Price/Sales
10.94
High:AVGO
29.53AVGOLow:MBG.DE
0.37MBG.DEDetails
Price/CF
24
High:CRWD
70.67CRWDLow:MBG.DE
3.15MBG.DEDetails
Price/FCF
59.76
High:AMZN
325.85AMZNLow:MBG.DE
8.13MBG.DEDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-79.53% | Nov 2021 | - | 55 |
-9.63% | Sep 2021 | Oct 2021 | 1 |