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-2.87%
This Month
+0.7%
Year To Date
+5.64%
2 Years
+12.5%
5 Years
+12.5%
10 Years
+5.37%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs44.34%
- 💵 Cash24.14%
- 🧩 Miscellaneous12.06%
- 💻 Electronic Technology8.81%
- 🪙 Cryptocurrencies4.99%
- 💰 Finance4.37%
- 🛠️ Producer Manufacturing2.17%
Exchanges Breakdown
- Exchange
- Total
- 🇩🇪 Xetra ETFs28.24%
- 🇬🇧 LSE28.16%
- 🇺🇸 NYSE9.34%
- 🌍 Digital Currency4.99%
- 🇺🇸 Nasdaq4.42%
- 🇫🇮 Helsinki Stock Exchange1.59%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States8.79%
- 🇹🇼 Taiwan2.8%
- 🇬🇧 United Kingdom2.17%
- 🇫🇮 Finland1.59%
Dividends
Dividend Yield
0.21%
7 out of 12 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $CSCO (2.05%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 3.4/10
Beta
0.53
0.53
0
0.8
1.2
0
2
Sharpe Ratio
0.27
0.27
0
0.5
1
1.5
1.5
Sortino Ratio
0.38
0.38
0
1
2
3
3
Jensen's Alpha
-4.39
-4.39
-5
0
2
4.5
4.5
Omega Ratio
0.5
0.5
0
1
1.5
2.5
2.5
Treynor Ratio
0.48
0.48
0
0.75
1.25
2
2
Information Ratio
-1
-1
-1
0.3
0.6
1
1
Calmar Ratio
0.82
0.82
0
0.3
0.6
1
1
Beta
0.53
0.53
0
0.8
1.2
0
2
Sharpe Ratio
0.27
0.27
0
0.5
1
1.5
1.5
Sortino Ratio
0.38
0.38
0
1
2
3
3
Jensen's Alpha
-4.39
-4.39
-5
0
2
4.5
4.5
Omega Ratio
0.5
0.5
0
1
1.5
2.5
2.5
Treynor Ratio
0.48
0.48
0
0.75
1.25
2
2
Information Ratio
-1
-1
-1
0.3
0.6
1
1
Calmar Ratio
0.82
0.82
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
35.24
High:
AVGO
66.7AVGOLow:
GS
16.91GSDetails
PEG Ratio
148.17
High:
PNR
446.7PNRLow:AVGO
23.33AVGODetails
Price/Book
8.91
High:AVGO
18.52AVGOLow:
NOKIA.HE
1.87NOKIA.HEDetails
Price/Sales
9.21
High:AVGO
24.3AVGOLow:NOKIA.HE
1.98NOKIA.HEDetails
Price/CF
23.81
High:AVGO
65.63AVGOLow:GS
10.91GSDetails
Price/FCF
58.57
High:AVGO
114.58AVGOLow:GS
15.39GSDetails
P/E Ratio
35.24
High:AVGO
66.7AVGOLow:GS
16.91GSDetails
PEG Ratio
148.17
High:PNR
446.7PNRLow:AVGO
23.33AVGODetails
Price/Book
8.91
High:AVGO
18.52AVGOLow:NOKIA.HE
1.87NOKIA.HEDetails
Price/Sales
9.21
High:AVGO
24.3AVGOLow:NOKIA.HE
1.98NOKIA.HEDetails
Price/CF
23.81
High:AVGO
65.63AVGOLow:GS
10.91GSDetails
Price/FCF
58.57
High:AVGO
114.58AVGOLow:GS
15.39GSDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-8.58% | Jul 2024 | Jan 2026 | 18 |
-7.38% | Apr 2024 | Jun 2024 | 2 |
-2.87% | Mar 2026 | - | 1 |