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-3.03%
This Month
+12.06%
Year To Date
+153.73%
2 Years
+168.7%
5 Years
+262.16%
10 Years
+27.29%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash71.79%
- 🚗 Consumer Durables30.03%
- 🖥️ Technology Services3.51%
- 📊 ETFs2.01%
- 🪙 Cryptocurrencies1.54%
- 🛍️ Retail Trade1.53%
- 💻 Electronic Technology1.34%
- 🍞 Consumer Non Durables0.5%
- 🛠️ Producer Manufacturing0.2%
- 🧬 Health Technology0.07%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq35.31%
- 🇺🇸 NYSE3.55%
- 🌍 Digital Currency1.54%
- 🇩🇪 FRA0.31%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States36.16%
- 🇮🇱 Israel0.5%
- 🇩🇪 Germany0.31%
- 🇨🇳 China0.19%
Dividends
Dividend Yield
0.07%
5 out of 15 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $VOW3.DE (7.39%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 7.1/10
Beta
1.32
1.32
0
0.8
1.2
0
2
Sharpe Ratio
0.78
0.78
0
0.5
1
1.5
1.5
Sortino Ratio
1.53
1.53
0
1
2
3
3
Jensen's Alpha
15.41
15.41
-2
0
2
16
16
Omega Ratio
1.56
1.56
0
1
1.5
2.5
2.5
Treynor Ratio
1.8
1.8
0
0.75
1.25
2
2
Information Ratio
0.57
0.57
0
0.3
0.6
1
1
Calmar Ratio
0.52
0.52
0
0.3
0.6
1
1
Beta
1.32
1.32
0
0.8
1.2
0
2
Sharpe Ratio
0.78
0.78
0
0.5
1
1.5
1.5
Sortino Ratio
1.53
1.53
0
1
2
3
3
Jensen's Alpha
15.41
15.41
-2
0
2
16
16
Omega Ratio
1.56
1.56
0
1
1.5
2.5
2.5
Treynor Ratio
1.8
1.8
0
0.75
1.25
2
2
Information Ratio
0.57
0.57
0
0.3
0.6
1
1
Calmar Ratio
0.52
0.52
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
80.95
High:
TSLA
341.97TSLALow:
NIO
-5.98NIODetails
PEG Ratio
85.45
High:
AAPL
124.38AAPLLow:NIO
-16.48NIODetails
Price/Book
13.63
High:AAPL
41.93AAPLLow:
BCRX
-17.52BCRXDetails
Price/Sales
10.06
High:TSLA
13.73TSLALow:
VOW3.DE
0.13VOW3.DEDetails
Price/CF
51.91
High:TSLA
107.92TSLALow:VOW3.DE
3.46VOW3.DEDetails
Price/FCF
129.97
High:
AMZN
325.85AMZNLow:BCRX
5.22BCRXDetails
P/E Ratio
80.95
High:TSLA
341.97TSLALow:NIO
-5.98NIODetails
PEG Ratio
85.45
High:AAPL
124.38AAPLLow:NIO
-16.48NIODetails
Price/Book
13.63
High:AAPL
41.93AAPLLow:BCRX
-17.52BCRXDetails
Price/Sales
10.06
High:TSLA
13.73TSLALow:VOW3.DE
0.13VOW3.DEDetails
Price/CF
51.91
High:TSLA
107.92TSLALow:VOW3.DE
3.46VOW3.DEDetails
Price/FCF
129.97
High:AMZN
325.85AMZNLow:BCRX
5.22BCRXDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-55.29% | Nov 2021 | Sep 2024 | 34 |
-15.86% | Feb 2025 | Sep 2025 | 7 |
-5.81% | Feb 2026 | - | 2 |
-5.68% | Sep 2021 | Oct 2021 | 1 |
-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 |