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-8.32%
This Month
-0.09%
Year To Date
+53.33%
2 Years
+108.99%
5 Years
+81.26%
10 Years
+8.25%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology82.77%
- 💵 Cash12.7%
- 🖥️ Technology Services5.56%
- 🪙 Cryptocurrencies3.72%
- 🚗 Consumer Durables1.15%
- 🛍️ Retail Trade0.85%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq77.9%
- 🇺🇸 NYSE11.29%
- 🌍 Digital Currency3.72%
- 🇩🇪 FRA1.15%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States88.34%
- 🇩🇪 Germany1.15%
- 🇨🇳 China0.85%
Dividends
Dividend Yield
0.29%
5 out of 10 instruments pay dividend.
3 dividend payments in the next 30 days.
Highest Dividend: $VOW3.DE (7.41%)
Performance Metrics
Score 3.5/10
Beta
1.61
1.61
0
0.8
1.2
0
2
Sharpe Ratio
0.39
0.39
0
0.5
1
1.5
1.5
Sortino Ratio
0.54
0.54
0
1
2
3
3
Jensen's Alpha
-2.21
-2.21
-3
0
2
4.5
4.5
Omega Ratio
1.13
1.13
0
1
1.5
2.5
2.5
Treynor Ratio
0.79
0.79
0
0.75
1.25
2
2
Information Ratio
0.14
0.14
0
0.3
0.6
1
1
Calmar Ratio
0.13
0.13
0
0.3
0.6
1
1
Beta
1.61
1.61
0
0.8
1.2
0
2
Sharpe Ratio
0.39
0.39
0
0.5
1
1.5
1.5
Sortino Ratio
0.54
0.54
0
1
2
3
3
Jensen's Alpha
-2.21
-2.21
-3
0
2
4.5
4.5
Omega Ratio
1.13
1.13
0
1
1.5
2.5
2.5
Treynor Ratio
0.79
0.79
0
0.75
1.25
2
2
Information Ratio
0.14
0.14
0
0.3
0.6
1
1
Calmar Ratio
0.13
0.13
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
28.28
High:
BA
100.49BALow:
MDB
-264.77MDBDetails
PEG Ratio
45.52
High:
AAPL
123.05AAPLLow:MDB
-524.28MDBDetails
Price/Book
14.3
High:AAPL
41.48AAPLLow:
VOW3.DE
0.25VOW3.DEDetails
Price/Sales
7.46
High:
AMD
9.62AMDLow:VOW3.DE
0.13VOW3.DEDetails
Price/CF
25.98
High:BA
163.87BALow:VOW3.DE
3.46VOW3.DEDetails
Price/FCF
39.66
High:BA
91.69BALow:
JD.US
9.2JD.USDetails
P/E Ratio
28.28
High:BA
100.49BALow:MDB
-264.77MDBDetails
PEG Ratio
45.52
High:AAPL
123.05AAPLLow:MDB
-524.28MDBDetails
Price/Book
14.3
High:AAPL
41.48AAPLLow:VOW3.DE
0.25VOW3.DEDetails
Price/Sales
7.46
High:AMD
9.62AMDLow:VOW3.DE
0.13VOW3.DEDetails
Price/CF
25.98
High:BA
163.87BALow:VOW3.DE
3.46VOW3.DEDetails
Price/FCF
39.66
High:BA
91.69BALow:JD.US
9.2JD.USDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-71.91% | Sep 2018 | Jul 2025 | 82 |
-12.08% | Feb 2026 | - | 2 |
-3.02% | Nov 2025 | Dec 2025 | 1 |