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-11.16%
This Month
-11.58%
Year To Date
+24.25%
2 Years
+24.25%
5 Years
+24.25%
10 Years
+15.58%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🛠️ Producer Manufacturing27.17%
- 🌾 Commodities19.39%
- 👥 Copy Trading16.34%
- 🛍️ Retail Trade13.08%
- 🧬 Health Technology7.31%
- 🖥️ Technology Services6.34%
- 🍞 Consumer Non Durables3.54%
- 🪨 Non Energy Minerals3.29%
- 💻 Electronic Technology1.8%
- 💰 Finance1.74%
- 💵 Cash0.01%
Exchanges Breakdown
- Exchange
- Total
- 🇨🇭 SIX33.75%
- 🌍 Commodity19.39%
- 🇺🇸 Nasdaq16.89%
- 🇺🇸 NYSE15.13%
- 🇭🇰 Hong Kong Exchanges9.68%
- 🌍 Digital Currency5.13%
Countries Breakdown
- Country
- Total
- 🇨🇭 Switzerland33.75%
- 🇨🇳 China23.47%
- 🇺🇸 United States13.86%
- 🇰🇾 Cayman Islands3.29%
- 🇹🇼 Taiwan0.47%
- 🇸🇬 Singapore0.32%
- 🇯🇵 Japan0.28%
Dividends
Dividend Yield
0.87%
11 out of 17 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $UBSG.ZU (2.77%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 6.3/10
Beta
1.37
1.37
0
0.8
1.2
0
2
Sharpe Ratio
0.81
0.81
0
0.5
1
1.5
1.5
Sortino Ratio
1.49
1.49
0
1
2
3
3
Jensen's Alpha
3.1
3.1
-2
0
2
4.5
4.5
Omega Ratio
1.33
1.33
0
1
1.5
2.5
2.5
Treynor Ratio
1.13
1.13
0
0.75
1.25
2
2
Information Ratio
0.38
0.38
0
0.3
0.6
1
1
Calmar Ratio
1.79
1.79
0
0.3
0.6
2
2
Beta
1.37
1.37
0
0.8
1.2
0
2
Sharpe Ratio
0.81
0.81
0
0.5
1
1.5
1.5
Sortino Ratio
1.49
1.49
0
1
2
3
3
Jensen's Alpha
3.1
3.1
-2
0
2
4.5
4.5
Omega Ratio
1.33
1.33
0
1
1.5
2.5
2.5
Treynor Ratio
1.13
1.13
0
0.75
1.25
2
2
Information Ratio
0.38
0.38
0
0.3
0.6
1
1
Calmar Ratio
1.79
1.79
0
0.3
0.6
2
2
Portfolio Valuation
Based on current positions
P/E Ratio
27.02
High:
PLTR
232.65PLTRLow:
NAMM
-2.78NAMMDetails
PEG Ratio
93.63
High:
ABBN.ZU
220.73ABBN.ZULow:
UBSG.ZU
11.03UBSG.ZUDetails
Price/Book
5.52
High:PLTR
47.65PLTRLow:UBSG.ZU
1.34UBSG.ZUDetails
Price/Sales
4.79
High:PLTR
84.66PLTRLow:NAMM
-NAMMDetails
Price/CF
26.29
High:PLTR
214.31PLTRLow:
LISP.ZU
4LISP.ZUDetails
Price/FCF
61.33
High:
BABA
1,196.17BABALow:LISP.ZU
18.47LISP.ZUDetails
P/E Ratio
27.02
High:PLTR
232.65PLTRLow:NAMM
-2.78NAMMDetails
PEG Ratio
93.63
High:ABBN.ZU
220.73ABBN.ZULow:UBSG.ZU
11.03UBSG.ZUDetails
Price/Book
5.52
High:PLTR
47.65PLTRLow:UBSG.ZU
1.34UBSG.ZUDetails
Price/Sales
4.79
High:PLTR
84.66PLTRLow:NAMM
-NAMMDetails
Price/CF
26.29
High:PLTR
214.31PLTRLow:LISP.ZU
4LISP.ZUDetails
Price/FCF
61.33
High:BABA
1,196.17BABALow:LISP.ZU
18.47LISP.ZUDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-22.22% | Oct 2025 | - | 6 |
-6.31% | Dec 2024 | Jan 2025 | 1 |
-4.57% | Mar 2025 | May 2025 | 2 |
-1.99% | Oct 2024 | Nov 2024 | 1 |