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-1.02%
Today
-1.15%
This Month
+70.82%
Year To Date
+152.71%
2 Years
+210.26%
5 Years
+49.12%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology56.98%
- 🖥️ Technology Services36.22%
- 📊 ETFs6.66%
- 💵 Cash0.24%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq44.61%
- 🇩🇪 FRA44.16%
- 🇬🇧 LSE6.66%
- 🇺🇸 NYSE4.43%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States44.61%
- 🇩🇪 Germany44.16%
- 🇨🇦 Canada4.43%
Dividends
Dividend Yield
0.26%
5 out of 9 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $IFX.DE (0.94%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 8.8/10
Beta
1.17
1.17
0
0.8
1.2
0
2
Sharpe Ratio
1.42
1.42
0
0.5
1
2
2
Sortino Ratio
3.02
3.02
0
1
2
4
4
Jensen's Alpha
28.92
28.92
-2
0
2
29
29
Omega Ratio
2.49
2.49
0
1
1.5
3
3
Treynor Ratio
2.86
2.86
0
0.75
1.25
3
3
Information Ratio
1.25
1.25
0
0.3
0.6
2
2
Calmar Ratio
2.85
2.85
0
0.3
0.6
3
3
Beta
1.17
1.17
0
0.8
1.2
0
2
Sharpe Ratio
1.42
1.42
0
0.5
1
2
2
Sortino Ratio
3.02
3.02
0
1
2
4
4
Jensen's Alpha
28.92
28.92
-2
0
2
29
29
Omega Ratio
2.49
2.49
0
1
1.5
3
3
Treynor Ratio
2.86
2.86
0
0.75
1.25
3
3
Information Ratio
1.25
1.25
0
0.3
0.6
2
2
Calmar Ratio
2.85
2.85
0
0.3
0.6
3
3
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
56.72
High:
HAG.DE
126.68HAG.DELow:
CRWD
-689.25CRWDDetails
PEG Ratio
200.73
High:
GIB
335.52GIBLow:
NVDA
67.84NVDADetails
Price/Book
36.09
High:NVDA
49.85NVDALow:
IFX.DE
3.03IFX.DEDetails
Price/Sales
21.56
High:CRWD
28.93CRWDLow:GIB
2.1GIBDetails
Price/CF
37.08
High:CRWD
77.06CRWDLow:IFX.DE
11.82IFX.DEDetails
Price/FCF
41.51
High:HAG.DE
187.69HAG.DELow:GIB
15.63GIBDetails
P/E Ratio
56.72
High:HAG.DE
126.68HAG.DELow:CRWD
-689.25CRWDDetails
PEG Ratio
200.73
High:GIB
335.52GIBLow:NVDA
67.84NVDADetails
Price/Book
36.09
High:NVDA
49.85NVDALow:IFX.DE
3.03IFX.DEDetails
Price/Sales
21.56
High:CRWD
28.93CRWDLow:GIB
2.1GIBDetails
Price/CF
37.08
High:CRWD
77.06CRWDLow:IFX.DE
11.82IFX.DEDetails
Price/FCF
41.51
High:HAG.DE
187.69HAG.DELow:GIB
15.63GIBDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-14.5% | Dec 2022 | Jan 2023 | 1 |
-12.44% | Aug 2023 | Nov 2023 | 3 |
-9.34% | Apr 2023 | Jun 2023 | 2 |
-6.69% | Apr 2024 | May 2024 | 1 |
-4.86% | Jul 2024 | Aug 2024 | 1 |
-2.28% | Sep 2024 | Nov 2024 | 2 |
-0.76% | Dec 2024 | Jan 2025 | 1 |
-0.58% | Jan 2024 | Feb 2024 | 1 |
-0.13% | Jul 2025 | - | 1 |