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-1.8%
This Month
-4.41%
Year To Date
+44.66%
2 Years
+44.6%
5 Years
+187.59%
10 Years
+21.17%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs55.52%
- 🪙 Cryptocurrencies11.52%
- 🚗 Consumer Durables9%
- 🛍️ Retail Trade5.51%
- 🚚 Transportation3.54%
- 🖥️ Technology Services3.26%
- 💵 Cash3.23%
- 🧪 Process Industries2.35%
- 💰 Finance1.74%
- 🧬 Health Technology1.65%
- 🍞 Consumer Non Durables1.22%
- 💼 Commercial Services0.21%
Exchanges Breakdown
- Exchange
- Total
- 🇬🇧 LSE34.05%
- 🇺🇸 NYSE30.95%
- 🌍 Digital Currency11.52%
- 🇺🇸 Nasdaq9.72%
- 🇩🇪 FRA7.6%
- 🇳🇱 Euronext Amsterdam1.67%
Countries Breakdown
- Country
- Total
- 🇨🇳 China7.66%
- 🇩🇪 Germany7.6%
- 🇺🇸 United States4.82%
- 🇮🇪 Ireland3.11%
- 🇬🇧 United Kingdom1.87%
- 🇳🇱 Netherlands1.67%
Dividends
Dividend Yield
0.66%
4 out of 29 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $VOW3.DE (7.14%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 6.5/10
Beta
1.03
1.03
0
0.8
1.2
0
2
Sharpe Ratio
0.64
0.64
0
0.5
1
1.5
1.5
Sortino Ratio
1.47
1.47
0
1
2
3
3
Jensen's Alpha
5.85
5.85
-2
0
2
6
6
Omega Ratio
1.28
1.28
0
1
1.5
2.5
2.5
Treynor Ratio
1.56
1.56
0
0.75
1.25
2
2
Information Ratio
0.25
0.25
0
0.3
0.6
1
1
Calmar Ratio
0.48
0.48
0
0.3
0.6
1
1
Beta
1.03
1.03
0
0.8
1.2
0
2
Sharpe Ratio
0.64
0.64
0
0.5
1
1.5
1.5
Sortino Ratio
1.47
1.47
0
1
2
3
3
Jensen's Alpha
5.85
5.85
-2
0
2
6
6
Omega Ratio
1.28
1.28
0
1
1.5
2.5
2.5
Treynor Ratio
1.56
1.56
0
0.75
1.25
2
2
Information Ratio
0.25
0.25
0
0.3
0.6
1
1
Calmar Ratio
0.48
0.48
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
16.74
High:
BIDU
72.97BIDULow:
CROX
-62.79CROXDetails
PEG Ratio
29.52
High:
NFLX
137.33NFLXLow:
DQ
-18.05DQDetails
Price/Book
1.46
High:
NIO
26.26NIOLow:
VOW3.DE
0.25VOW3.DEDetails
Price/Sales
0.93
High:NFLX
9.08NFLXLow:VOW3.DE
0.14VOW3.DEDetails
Price/CF
13.26
High:NFLX
39.88NFLXLow:
EZJ.L
2.05EZJ.LDetails
Price/FCF
60.15
High:
BABA
1,196.17BABALow:EZJ.L
4.94EZJ.LDetails
P/E Ratio
16.74
High:BIDU
72.97BIDULow:CROX
-62.79CROXDetails
PEG Ratio
29.52
High:NFLX
137.33NFLXLow:DQ
-18.05DQDetails
Price/Book
1.46
High:NIO
26.26NIOLow:VOW3.DE
0.25VOW3.DEDetails
Price/Sales
0.93
High:NFLX
9.08NFLXLow:VOW3.DE
0.14VOW3.DEDetails
Price/CF
13.26
High:NFLX
39.88NFLXLow:EZJ.L
2.05EZJ.LDetails
Price/FCF
60.15
High:BABA
1,196.17BABALow:EZJ.L
4.94EZJ.LDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-41.19% | Feb 2021 | Sep 2024 | 43 |
-16.03% | Aug 2020 | Nov 2020 | 3 |
-8.41% | Oct 2025 | - | 6 |
-2.89% | Oct 2024 | Nov 2024 | 1 |
-1.73% | Dec 2024 | Jan 2025 | 1 |
-0.42% | Mar 2025 | May 2025 | 2 |