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+1.56%
This Month
+3.64%
Year To Date
+6.69%
2 Years
+6.69%
5 Years
+6.69%
10 Years
+6.69%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🧩 Miscellaneous42.3%
- 📊 ETFs41.72%
- 💵 Cash7.34%
- 💰 Finance5.35%
- 🛍️ Retail Trade1.39%
- 🪨 Non Energy Minerals1.18%
- 🪙 Cryptocurrencies1.08%
Exchanges Breakdown
- Exchange
- Total
- 🇩🇪 Xetra ETFs52.25%
- 🇬🇧 LSE31.77%
- 🇺🇸 NYSE6.74%
- 🇺🇸 Nasdaq1.18%
- 🌍 Digital Currency1.08%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States7.25%
- 🇨🇳 China1.39%
- 🇨🇦 Canada1.18%
Dividends
Dividend Yield
0.13%
5 out of 18 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $PAAS (1.28%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 3.1/10
Beta
0.6
0.6
0
0.8
1.2
0
2
Sharpe Ratio
0.26
0.26
0
0.5
1
1.5
1.5
Sortino Ratio
0.35
0.35
0
1
2
3
3
Jensen's Alpha
-7.36
-7.36
-8
0
2
4.5
4.5
Omega Ratio
0.36
0.36
0
1
1.5
2.5
2.5
Treynor Ratio
0.4
0.4
0
0.75
1.25
2
2
Information Ratio
-1.62
-1.62
-2
0.3
0.6
1
1
Calmar Ratio
0.9
0.9
0
0.3
0.6
1
1
Beta
0.6
0.6
0
0.8
1.2
0
2
Sharpe Ratio
0.26
0.26
0
0.5
1
1.5
1.5
Sortino Ratio
0.35
0.35
0
1
2
3
3
Jensen's Alpha
-7.36
-7.36
-8
0
2
4.5
4.5
Omega Ratio
0.36
0.36
0
1
1.5
2.5
2.5
Treynor Ratio
0.4
0.4
0
0.75
1.25
2
2
Information Ratio
-1.62
-1.62
-2
0.3
0.6
1
1
Calmar Ratio
0.9
0.9
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
14.84
High:
BABA
17.53BABALow:
PAAS
13.99PAASDetails
PEG Ratio
5.3
High:PAAS
5.3PAASLow:PAAS
5.3PAASDetails
Price/Book
1.48
High:PAAS
2.5PAASLow:
BRK.B
1.46BRK.BDetails
Price/Sales
2.75
High:PAAS
4.61PAASLow:BABA
1.88BABADetails
Price/CF
22.94
High:BABA
28.22BABALow:PAAS
13.46PAASDetails
Price/FCF
45.83
High:BABA
1,196.17BABALow:PAAS
20.14PAASDetails
P/E Ratio
14.84
High:BABA
17.53BABALow:PAAS
13.99PAASDetails
PEG Ratio
5.3
High:PAAS
5.3PAASLow:PAAS
5.3PAASDetails
Price/Book
1.48
High:PAAS
2.5PAASLow:BRK.B
1.46BRK.BDetails
Price/Sales
2.75
High:PAAS
4.61PAASLow:BABA
1.88BABADetails
Price/CF
22.94
High:BABA
28.22BABALow:PAAS
13.46PAASDetails
Price/FCF
45.83
High:BABA
1,196.17BABALow:PAAS
20.14PAASDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-6.77% | Mar 2026 | - | 6 |