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+17.45%
This Month
+17.45%
Year To Date
+231.16%
2 Years
+695.61%
5 Years
+843.69%
10 Years
+52.33%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology42.85%
- 🧬 Health Technology39.1%
- 🖥️ Technology Services10.79%
- 💵 Cash6.74%
- 🚚 Transportation3.39%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq50.46%
- 🇩🇪 FRA39.1%
- 🇺🇸 NYSE6.57%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States49.42%
- 🇩🇪 Germany39.1%
- 🇨🇳 China7.61%
Dividends
Performance Metrics
Score 8.9/10
Beta
0.63
0.63
0
0.8
1.2
0
2
Sharpe Ratio
1.42
1.42
0
0.5
1
2
2
Sortino Ratio
3.84
3.84
0
1
2
4
4
Jensen's Alpha
30.85
30.85
-2
0
2
31
31
Omega Ratio
1.93
1.93
0
1
1.5
2.5
2.5
Treynor Ratio
4.92
4.92
0
0.75
1.25
5
5
Information Ratio
0.85
0.85
0
0.3
0.6
1
1
Calmar Ratio
1.35
1.35
0
0.3
0.6
2
2
Beta
0.63
0.63
0
0.8
1.2
0
2
Sharpe Ratio
1.42
1.42
0
0.5
1
2
2
Sortino Ratio
3.84
3.84
0
1
2
4
4
Jensen's Alpha
30.85
30.85
-2
0
2
31
31
Omega Ratio
1.93
1.93
0
1
1.5
2.5
2.5
Treynor Ratio
4.92
4.92
0
0.75
1.25
5
5
Information Ratio
0.85
0.85
0
0.3
0.6
1
1
Calmar Ratio
1.35
1.35
0
0.3
0.6
2
2
Portfolio Valuation
Based on current positions
P/E Ratio
385.23
High:
INTC
4,581.13INTCLow:
BAYN.DE
-211.84BAYN.DEDetails
PEG Ratio
1,895.12
High:INTC
4,563.91INTCLow:BAYN.DE
-273.32BAYN.DEDetails
Price/Book
2.04
High:
FIG
9.85FIGLow:
BIDU
1.35BIDUDetails
Price/Sales
2.51
High:FIG
14.11FIGLow:BAYN.DE
0.91BAYN.DEDetails
Price/CF
13.21
High:FIG
90.02FIGLow:BAYN.DE
5.24BAYN.DEDetails
Price/FCF
31.98
High:
UPS
132.92UPSLow:BAYN.DE
11.56BAYN.DEDetails
P/E Ratio
385.23
High:INTC
4,581.13INTCLow:BAYN.DE
-211.84BAYN.DEDetails
PEG Ratio
1,895.12
High:INTC
4,563.91INTCLow:BAYN.DE
-273.32BAYN.DEDetails
Price/Book
2.04
High:FIG
9.85FIGLow:BIDU
1.35BIDUDetails
Price/Sales
2.51
High:FIG
14.11FIGLow:BAYN.DE
0.91BAYN.DEDetails
Price/CF
13.21
High:FIG
90.02FIGLow:BAYN.DE
5.24BAYN.DEDetails
Price/FCF
31.98
High:UPS
132.92UPSLow:BAYN.DE
11.56BAYN.DEDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-32.38% | Oct 2021 | Feb 2023 | 16 |
-15.88% | Aug 2020 | Nov 2020 | 3 |
-6.66% | Oct 2024 | Feb 2025 | 4 |
-5.98% | Jun 2021 | Aug 2021 | 2 |
-4.13% | May 2023 | Jul 2023 | 2 |
-3.91% | Sep 2023 | Nov 2023 | 2 |
-3.43% | Mar 2021 | May 2021 | 2 |
-3.42% | Apr 2024 | May 2024 | 1 |
-2.92% | May 2020 | Jul 2020 | 2 |
-0.75% | Jan 2021 | Feb 2021 | 1 |
-0.69% | Jul 2025 | Aug 2025 | 1 |
-0.24% | Jul 2024 | Aug 2024 | 1 |
-0.2% | Apr 2025 | May 2025 | 1 |