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+5.31%
This Month
+5.31%
Year To Date
+28.89%
2 Years
+28.89%
5 Years
+28.89%
10 Years
+26.4%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs36.21%
- 💵 Cash18.06%
- 🪙 Cryptocurrencies12.96%
- 🛠️ Producer Manufacturing12.95%
- 🧬 Health Technology6.68%
- 🛍️ Retail Trade5.61%
- 🖥️ Technology Services3.87%
- 🪨 Non Energy Minerals2.99%
- 📡 Communications2.1%
- 💰 Finance1.65%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE48.38%
- 🇺🇸 Nasdaq13.42%
- 🌍 Digital Currency12.96%
- 🇩🇪 Xetra ETFs7.26%
- 🇩🇪 FRA1.27%
- 🇭🇰 Hong Kong Exchanges1.09%
- 🇮🇹 Borsa Italiana0.63%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States23%
- 🇨🇳 China6.7%
- 🇳🇱 Netherlands1.89%
- 🇨🇦 Canada1.72%
- 🇩🇪 Germany1.27%
- 🇦🇺 Australia0.64%
- 🇮🇹 Italy0.63%
Dividends
Dividend Yield
0.21%
8 out of 28 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $T (4.77%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 5/10
Beta
1.39
1.39
0
0.8
1.2
0
2
Sharpe Ratio
0.86
0.86
0
0.5
1
1.5
1.5
Sortino Ratio
1.48
1.48
0
1
2
3
3
Jensen's Alpha
-1.2
-1.2
-2
0
2
4.5
4.5
Omega Ratio
1.23
1.23
0
1
1.5
2.5
2.5
Treynor Ratio
1.1
1.1
0
0.75
1.25
2
2
Information Ratio
0.28
0.28
0
0.3
0.6
1
1
Calmar Ratio
1.96
1.96
0
0.3
0.6
2
2
Beta
1.39
1.39
0
0.8
1.2
0
2
Sharpe Ratio
0.86
0.86
0
0.5
1
1.5
1.5
Sortino Ratio
1.48
1.48
0
1
2
3
3
Jensen's Alpha
-1.2
-1.2
-2
0
2
4.5
4.5
Omega Ratio
1.23
1.23
0
1
1.5
2.5
2.5
Treynor Ratio
1.1
1.1
0
0.75
1.25
2
2
Information Ratio
0.28
0.28
0
0.3
0.6
1
1
Calmar Ratio
1.96
1.96
0
0.3
0.6
2
2
Portfolio Valuation
Based on current positions
P/E Ratio
19.98
High:
ENR.DE
79.04ENR.DELow:
OKLO
-173.08OKLODetails
PEG Ratio
-22.56
High:ENR.DE
355.73ENR.DELow:
CRWV
-263.26CRWVDetails
Price/Book
2.71
High:
NAK
26.19NAKLow:
BZU.MI
1.33BZU.MIDetails
Price/Sales
2.48
High:
ATAI
1,868.26ATAILow:OKLO
-OKLODetails
Price/CF
15.11
High:CRWV
40.39CRWVLow:
T
4.95TDetails
Price/FCF
29.26
High:
01211.HK
86.3501211.HKLow:
TCMD
7.88TCMDDetails
P/E Ratio
19.98
High:ENR.DE
79.04ENR.DELow:OKLO
-173.08OKLODetails
PEG Ratio
-22.56
High:ENR.DE
355.73ENR.DELow:CRWV
-263.26CRWVDetails
Price/Book
2.71
High:NAK
26.19NAKLow:BZU.MI
1.33BZU.MIDetails
Price/Sales
2.48
High:ATAI
1,868.26ATAILow:OKLO
-OKLODetails
Price/CF
15.11
High:CRWV
40.39CRWVLow:T
4.95TDetails
Price/FCF
29.26
High:01211.HK
86.3501211.HKLow:TCMD
7.88TCMDDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-11.4% | Nov 2025 | - | 3 |
-10.48% | Feb 2025 | May 2025 | 3 |