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-2.75%
This Month
+14.24%
Year To Date
+108.84%
2 Years
+115.81%
5 Years
+269.2%
10 Years
+25.92%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash71.05%
- 🚗 Consumer Durables27.98%
- 🖥️ Technology Services3.73%
- 🧩 Miscellaneous2.31%
- 🛍️ Retail Trade1.77%
- 💻 Electronic Technology1.74%
- 🪙 Cryptocurrencies1.42%
- 🍞 Consumer Non Durables0.55%
- ❓ Other0.46%
- 🛠️ Producer Manufacturing0.18%
- 🧬 Health Technology0.07%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq34.77%
- 🇺🇸 NYSE3.74%
- 🌍 Digital Currency1.42%
- 🇩🇪 FRA0.28%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States35.01%
- 🇮🇱 Israel0.56%
- 🇩🇪 Germany0.28%
- 🇨🇳 China0.16%
Dividends
Dividend Yield
0.09%
6 out of 16 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $VOW3.DE (7.17%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 7/10
Beta
1.21
1.21
0
0.8
1.2
0
2
Sharpe Ratio
0.76
0.76
0
0.5
1
1.5
1.5
Sortino Ratio
1.49
1.49
0
1
2
3
3
Jensen's Alpha
14.78
14.78
-2
0
2
15
15
Omega Ratio
1.5
1.5
0
1
1.5
2.5
2.5
Treynor Ratio
1.89
1.89
0
0.75
1.25
2
2
Information Ratio
0.52
0.52
0
0.3
0.6
1
1
Calmar Ratio
0.5
0.5
0
0.3
0.6
1
1
Beta
1.21
1.21
0
0.8
1.2
0
2
Sharpe Ratio
0.76
0.76
0
0.5
1
1.5
1.5
Sortino Ratio
1.49
1.49
0
1
2
3
3
Jensen's Alpha
14.78
14.78
-2
0
2
15
15
Omega Ratio
1.5
1.5
0
1
1.5
2.5
2.5
Treynor Ratio
1.89
1.89
0
0.75
1.25
2
2
Information Ratio
0.52
0.52
0
0.3
0.6
1
1
Calmar Ratio
0.5
0.5
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
72.93
High:
TSLA
372.52TSLALow:
NIO
-8.7NIODetails
PEG Ratio
79.92
High:
AAPL
137.14AAPLLow:NIO
-13.16NIODetails
Price/Book
14.42
High:AAPL
45.14AAPLLow:
BCRX
-4.79BCRXDetails
Price/Sales
10.75
High:TSLA
14.74TSLALow:
VOW3.DE
0.11VOW3.DEDetails
Price/CF
38.4
High:TSLA
79.58TSLALow:VOW3.DE
2.51VOW3.DEDetails
Price/FCF
98.42
High:
AMZN
325.85AMZNLow:BCRX
7.87BCRXDetails
P/E Ratio
72.93
High:TSLA
372.52TSLALow:NIO
-8.7NIODetails
PEG Ratio
79.92
High:AAPL
137.14AAPLLow:NIO
-13.16NIODetails
Price/Book
14.42
High:AAPL
45.14AAPLLow:BCRX
-4.79BCRXDetails
Price/Sales
10.75
High:TSLA
14.74TSLALow:VOW3.DE
0.11VOW3.DEDetails
Price/CF
38.4
High:TSLA
79.58TSLALow:VOW3.DE
2.51VOW3.DEDetails
Price/FCF
98.42
High:AMZN
325.85AMZNLow:BCRX
7.87BCRXDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-55.29% | Nov 2021 | Sep 2024 | 34 |
-15.86% | Feb 2025 | Sep 2025 | 7 |
-5.68% | Sep 2021 | Oct 2021 | 1 |
-5.3% | Feb 2026 | May 2026 | 3 |
-5.23% | Jun 2026 | - | 2 |
-4.44% | Jul 2021 | Aug 2021 | 1 |
-2.79% | Nov 2025 | Jan 2026 | 2 |
-2.75% | Feb 2021 | Mar 2021 | 1 |
-1.79% | Oct 2024 | Nov 2024 | 1 |