Loading...
+17.45%
This Month
+11.85%
Year To Date
+58.1%
2 Years
+78.44%
5 Years
+91.1%
10 Years
+12.3%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs43.75%
- 🧩 Miscellaneous15.44%
- 🏭 Industrial Services11.84%
- 🖥️ Technology Services10.29%
- 💵 Cash6.36%
- 💻 Electronic Technology3.74%
- 💰 Finance3.61%
- 🛍️ Retail Trade2.44%
- 🚚 Transportation1.78%
- ⛏️ Energy Minerals1.36%
- 💼 Commercial Services0.77%
- 🧬 Health Technology0.71%
Exchanges Breakdown
- Exchange
- Total
- 🇩🇪 Xetra ETFs43.75%
- 🇺🇸 NYSE17.52%
- 🇺🇸 Nasdaq17.24%
- 🇬🇧 LSE15.44%
- 🇩🇪 FRA1.78%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States25.57%
- 🇰🇾 Cayman Islands7.83%
- 🇩🇪 Germany1.78%
- 🇧🇷 Brazil1.36%
Dividends
Dividend Yield
0.27%
10 out of 19 instruments pay dividend.
2 dividend payments in the next 30 days.
Highest Dividend: $PBR (8.07%)
Performance Metrics
Score 5.6/10
Beta
0.5
0.5
0
0.8
1.2
0
2
Sharpe Ratio
0.61
0.61
0
0.5
1
1.5
1.5
Sortino Ratio
1.04
1.04
0
1
2
3
3
Jensen's Alpha
1.05
1.05
-2
0
2
4.5
4.5
Omega Ratio
0.75
0.75
0
1
1.5
2.5
2.5
Treynor Ratio
1.06
1.06
0
0.75
1.25
2
2
Information Ratio
-0.41
-0.41
-1
0.3
0.6
1
1
Calmar Ratio
0.7
0.7
0
0.3
0.6
1
1
Beta
0.5
0.5
0
0.8
1.2
0
2
Sharpe Ratio
0.61
0.61
0
0.5
1
1.5
1.5
Sortino Ratio
1.04
1.04
0
1
2
3
3
Jensen's Alpha
1.05
1.05
-2
0
2
4.5
4.5
Omega Ratio
0.75
0.75
0
1
1.5
2.5
2.5
Treynor Ratio
1.06
1.06
0
0.75
1.25
2
2
Information Ratio
-0.41
-0.41
-1
0.3
0.6
1
1
Calmar Ratio
0.7
0.7
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
30.51
High:
CRDO
89.12CRDOLow:
ALL
5.63ALLDetails
PEG Ratio
74.9
High:
DHL.DE
199.01DHL.DELow:CRDO
1.29CRDODetails
Price/Book
8.82
High:
AAPL
45.05AAPLLow:
BRK.B
1.43BRK.BDetails
Price/Sales
7.78
High:CRDO
28.89CRDOLow:DHL.DE
0.7DHL.DEDetails
Price/CF
26.02
High:CRDO
70.78CRDOLow:
PBR
2.23PBRDetails
Price/FCF
48.89
High:
AMZN
325.85AMZNLow:ALL
6.31ALLDetails
P/E Ratio
30.51
High:CRDO
89.12CRDOLow:ALL
5.63ALLDetails
PEG Ratio
74.9
High:DHL.DE
199.01DHL.DELow:CRDO
1.29CRDODetails
Price/Book
8.82
High:AAPL
45.05AAPLLow:BRK.B
1.43BRK.BDetails
Price/Sales
7.78
High:CRDO
28.89CRDOLow:DHL.DE
0.7DHL.DEDetails
Price/CF
26.02
High:CRDO
70.78CRDOLow:PBR
2.23PBRDetails
Price/FCF
48.89
High:AMZN
325.85AMZNLow:ALL
6.31ALLDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-13.15% | Feb 2025 | Jun 2025 | 4 |
-7.75% | Dec 2025 | Apr 2026 | 4 |
-5.68% | Apr 2022 | Mar 2023 | 11 |
-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 |