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-2.1%
This Month
-2.13%
Year To Date
+34.48%
2 Years
+57.39%
5 Years
+67.21%
10 Years
+9.8%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs62.19%
- 🏭 Industrial Services9.11%
- 🖥️ Technology Services8.64%
- 💵 Cash6.31%
- 💰 Finance4.16%
- 💻 Electronic Technology3.96%
- 🛍️ Retail Trade2.47%
- 🚚 Transportation1.86%
- ⛏️ Energy Minerals1.25%
- 💼 Commercial Services0.82%
- 🧬 Health Technology0.81%
Exchanges Breakdown
- Exchange
- Total
- 🇩🇪 Xetra ETFs45.81%
- 🇬🇧 LSE16.39%
- 🇺🇸 Nasdaq15.88%
- 🇺🇸 NYSE15.32%
- 🇩🇪 FRA1.86%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States23.85%
- 🇰🇾 Cayman Islands6.11%
- 🇩🇪 Germany1.86%
- 🇧🇷 Brazil1.25%
Dividends
Dividend Yield
0.25%
10 out of 19 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $PBR (6.34%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 6.2/10
Beta
0.49
0.49
0
0.8
1.2
0
2
Sharpe Ratio
0.73
0.73
0
0.5
1
1.5
1.5
Sortino Ratio
1.28
1.28
0
1
2
3
3
Jensen's Alpha
1.66
1.66
-2
0
2
4.5
4.5
Omega Ratio
0.74
0.74
0
1
1.5
2.5
2.5
Treynor Ratio
1.26
1.26
0
0.75
1.25
2
2
Information Ratio
-0.42
-0.42
-1
0.3
0.6
1
1
Calmar Ratio
0.79
0.79
0
0.3
0.6
1
1
Beta
0.49
0.49
0
0.8
1.2
0
2
Sharpe Ratio
0.73
0.73
0
0.5
1
1.5
1.5
Sortino Ratio
1.28
1.28
0
1
2
3
3
Jensen's Alpha
1.66
1.66
-2
0
2
4.5
4.5
Omega Ratio
0.74
0.74
0
1
1.5
2.5
2.5
Treynor Ratio
1.26
1.26
0
0.75
1.25
2
2
Information Ratio
-0.42
-0.42
-1
0.3
0.6
1
1
Calmar Ratio
0.79
0.79
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
28.32
High:
CRDO
56.82CRDOLow:
ALL
5.61ALLDetails
PEG Ratio
60.11
High:
AAPL
129.82AAPLLow:CRDO
0.82CRDODetails
Price/Book
7.92
High:AAPL
43.77AAPLLow:
PBR
1.36PBRDetails
Price/Sales
7.16
High:
NVDA
20.71NVDALow:
DHL.DE
0.65DHL.DEDetails
Price/CF
26.17
High:CRDO
70.78CRDOLow:PBR
2.49PBRDetails
Price/FCF
48.17
High:
AMZN
325.85AMZNLow:ALL
6.31ALLDetails
P/E Ratio
28.32
High:CRDO
56.82CRDOLow:ALL
5.61ALLDetails
PEG Ratio
60.11
High:AAPL
129.82AAPLLow:CRDO
0.82CRDODetails
Price/Book
7.92
High:AAPL
43.77AAPLLow:PBR
1.36PBRDetails
Price/Sales
7.16
High:NVDA
20.71NVDALow:DHL.DE
0.65DHL.DEDetails
Price/CF
26.17
High:CRDO
70.78CRDOLow:PBR
2.49PBRDetails
Price/FCF
48.17
High:AMZN
325.85AMZNLow:ALL
6.31ALLDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-13.15% | Feb 2025 | Jun 2025 | 4 |
-5.68% | Apr 2022 | Mar 2023 | 11 |
-5.19% | Dec 2025 | - | 4 |
-4.83% | Aug 2023 | Nov 2023 | 3 |
-2.79% | Apr 2024 | May 2024 | 1 |
-0.93% | May 2021 | Jun 2021 | 1 |
-0.83% | Dec 2024 | Jan 2025 | 1 |
-0.47% | Oct 2024 | Nov 2024 | 1 |
-0.47% | Feb 2022 | Mar 2022 | 1 |
-0.32% | Sep 2021 | Nov 2021 | 2 |
-0.23% | Feb 2021 | Mar 2021 | 1 |