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peter_web
πŸ‡¨πŸ‡Ύ Stock Investor.
+0.09%
Today
+2.45%
This Month
+2.45%
Year To Date
+167.89%
2 Years
+53.72%
5 Years
+10.43%
Annualized

    Diversification

    Sectors Breakdown

    • Sector
    • Total
    • 🍞 Consumer Non Durables
      34.98%
    • πŸ’΅ Cash
      29.09%
    • πŸͺ™ Cryptocurrencies
      13.38%
    • πŸ’Ό Commercial Services
      10.47%
    • πŸ›οΈ Retail Trade
      1.51%
    • πŸ–₯️ Technology Services
      0.72%
    • 🚚 Transportation
      0.18%
    • πŸš— Consumer Durables
      0.07%

    Exchanges Breakdown

    • Exchange
    • Total
    • πŸ‡¨πŸ‡­ SIX
      34.98%
    • 🌍 Digital Currency
      13.38%
    • πŸ‡ΊπŸ‡Έ Nasdaq
      10.93%
    • πŸ‡ΊπŸ‡Έ NYSE
      1.39%
    • πŸ‡­πŸ‡° Hong Kong Exchanges
      0.45%
    • πŸ‡©πŸ‡ͺ FRA
      0.18%

    Countries Breakdown

    • Country
    • Total
    • πŸ‡¨πŸ‡­ Switzerland
      34.98%
    • πŸ‡ΊπŸ‡Έ United States
      10.91%
    • πŸ‡¨πŸ‡³ China
      1.86%
    • πŸ‡©πŸ‡ͺ Germany
      0.18%

    Dividends

    Dividend Yield

    1.43%

    5 out of 12 instruments pay dividend.

    0 dividend payments in the next 30 days.

    Highest Dividend: $NESN.ZU (4.02%)

    Dividend Yield Breakdown

    Instrument
    Portfolio Yield
    Company Yield
    Per Share
    NESN.ZU
    NESN.ZU
    1.41%
    4.02%
    $3
    BABA
    BABA
    0.01%
    1.14%
    $0.98
    JD.US
    JD.US
    0%
    1.92%
    $0.74
    PAYC
    PAYC
    0%
    0.73%
    $1.5
    9988.HK
    9988.HK
    0%
    1.18%
    $0.98

    Next Dividends

    Instrument
    Type
    Date
    Pay Per Share

    Performance Metrics

    Score 3.5/10

    Beta

    1.48
    1.48
    0
    0.8
    1.2
    0
    2

    Sharpe Ratio

    0.35
    0.35
    0
    0.5
    1
    1.5
    1.5

    Sortino Ratio

    0.63
    0.63
    0
    1
    2
    3
    3

    Jensen's Alpha

    -2.17
    -2.17
    -3
    0
    2
    4.5
    4.5

    Omega Ratio

    1.07
    1.07
    0
    1
    1.5
    2.5
    2.5

    Treynor Ratio

    0.76
    0.76
    0
    0.75
    1.25
    2
    2

    Information Ratio

    0.09
    0.09
    0
    0.3
    0.6
    1
    1

    Calmar Ratio

    0.16
    0.16
    0
    0.3
    0.6
    1
    1

    Drawdowns

      Worst Drawdowns

      Depth
      Start
      End
      Total months
      -62.2%
      Nov 2021Nov 202436
      -15.76%
      May 2021Aug 20213
      -9.89%
      Feb 2021Apr 20212
      -7.72%
      Sep 2021Oct 20211
      -6.11%
      Oct 2020Jan 20213
      -2.08%
      Dec 2024Jan 20251

      Monthly Performance