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+0.16%
This Month
+2.74%
Year To Date
+95.73%
2 Years
+496.48%
5 Years
+3096.75%
10 Years
+82.68%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash75.97%
- 🧩 Miscellaneous11.5%
- 📊 ETFs6.68%
- 🖥️ Technology Services1.06%
- 💰 Finance0.95%
- 🚗 Consumer Durables0.89%
- 💻 Electronic Technology0.84%
- 🧬 Health Technology0.26%
- 🍞 Consumer Non Durables0.24%
Exchanges Breakdown
- Exchange
- Total
- 🇬🇧 LSE11.24%
- 🇩🇪 Xetra ETFs6.43%
- 🇺🇸 Nasdaq4.01%
- 🇺🇸 NYSE0.51%
- 🇨🇭 SIX0.24%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States4.01%
- 🇩🇰 Denmark0.26%
- 🇨🇭 Switzerland0.24%
Dividends
Dividend Yield
0.02%
4 out of 11 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $NESN.ZU (4.03%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 NVDA | Pay Day | Jun 26, 2026 | -$0.25 |
Performance Metrics
Score 8.3/10
Beta
2.04
2.04
0
0.8
1.2
0
3
Sharpe Ratio
1.03
1.03
0
0.5
1
2
2
Sortino Ratio
2.63
2.63
0
1
2
3
3
Jensen's Alpha
68.72
68.72
-2
0
2
69
69
Omega Ratio
2.31
2.31
0
1
1.5
3
3
Treynor Ratio
3.18
3.18
0
0.75
1.25
4
4
Information Ratio
0.95
0.95
0
0.3
0.6
1
1
Calmar Ratio
1.5
1.5
0
0.3
0.6
2
2
Beta
2.04
2.04
0
0.8
1.2
0
3
Sharpe Ratio
1.03
1.03
0
0.5
1
2
2
Sortino Ratio
2.63
2.63
0
1
2
3
3
Jensen's Alpha
68.72
68.72
-2
0
2
69
69
Omega Ratio
2.31
2.31
0
1
1.5
3
3
Treynor Ratio
3.18
3.18
0
0.75
1.25
4
4
Information Ratio
0.95
0.95
0
0.3
0.6
1
1
Calmar Ratio
1.5
1.5
0
0.3
0.6
2
2
Portfolio Valuation
Based on current positions
P/E Ratio
50.42
High:
TSLA
382.29TSLALow:
HUT
-43.91HUTDetails
PEG Ratio
147.75
High:
HOOD
238.55HOODLow:NVDA
30.57NVDADetails
Price/Book
21.58
High:
AAPL
42.87AAPLLow:
MSTR
1.22MSTRDetails
Price/Sales
13.55
High:MSTR
88.08MSTRLow:
NESN.ZU
2.21NESN.ZUDetails
Price/CF
37.38
High:MSTR
7,511.07MSTRLow:
NVO
10.6NVODetails
Price/FCF
50.43
High:MSTR
1,187.5MSTRLow:AAPL
32.24AAPLDetails
P/E Ratio
50.42
High:TSLA
382.29TSLALow:HUT
-43.91HUTDetails
PEG Ratio
147.75
High:HOOD
238.55HOODLow:NVDA
30.57NVDADetails
Price/Book
21.58
High:AAPL
42.87AAPLLow:MSTR
1.22MSTRDetails
Price/Sales
13.55
High:MSTR
88.08MSTRLow:NESN.ZU
2.21NESN.ZUDetails
Price/CF
37.38
High:MSTR
7,511.07MSTRLow:NVO
10.6NVODetails
Price/FCF
50.43
High:MSTR
1,187.5MSTRLow:AAPL
32.24AAPLDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-48.16% | Dec 2021 | Jul 2023 | 19 |
-36.06% | Mar 2020 | Jul 2020 | 4 |
-32.23% | Apr 2024 | Oct 2024 | 6 |
-32.12% | Dec 2024 | - | 19 |
-20.31% | Aug 2023 | Nov 2023 | 3 |
-18.36% | Jan 2024 | Feb 2024 | 1 |
-13.79% | May 2021 | Oct 2021 | 5 |
-3.23% | Sep 2020 | Oct 2020 | 1 |