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+4.73%
This Month
+26.31%
Year To Date
+189.87%
2 Years
+575.19%
5 Years
+1139.92%
10 Years
+37.44%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology63.25%
- 🪙 Cryptocurrencies13.54%
- 🚗 Consumer Durables10.69%
- 🖥️ Technology Services6.36%
- 💰 Finance4.26%
- 💵 Cash1.86%
- 🚚 Transportation1.09%
- 🛍️ Retail Trade0.45%
- 🧬 Health Technology0.11%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq79.87%
- 🌍 Digital Currency13.54%
- 🇺🇸 NYSE3.39%
- 🇨🇭 SIX1.81%
- 🇭🇰 Hong Kong Exchanges0.88%
- 🇩🇪 FRA0.26%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States79.87%
- 🇩🇪 Germany2.71%
- 🇨🇭 Switzerland1.81%
- 🇨🇳 China1.33%
- 🇱🇺 Luxembourg0.49%
Dividends
Dividend Yield
0.12%
5 out of 17 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $UBSG.ZU (2.29%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 7.2/10
Beta
1.73
1.73
0
0.8
1.2
0
2
Sharpe Ratio
0.84
0.84
0
0.5
1
1.5
1.5
Sortino Ratio
1.52
1.52
0
1
2
3
3
Jensen's Alpha
21.02
21.02
-2
0
2
22
22
Omega Ratio
1.74
1.74
0
1
1.5
2.5
2.5
Treynor Ratio
1.84
1.84
0
0.75
1.25
2
2
Information Ratio
0.72
0.72
0
0.3
0.6
1
1
Calmar Ratio
0.53
0.53
0
0.3
0.6
1
1
Beta
1.73
1.73
0
0.8
1.2
0
2
Sharpe Ratio
0.84
0.84
0
0.5
1
1.5
1.5
Sortino Ratio
1.52
1.52
0
1
2
3
3
Jensen's Alpha
21.02
21.02
-2
0
2
22
22
Omega Ratio
1.74
1.74
0
1
1.5
2.5
2.5
Treynor Ratio
1.84
1.84
0
0.75
1.25
2
2
Information Ratio
0.72
0.72
0
0.3
0.6
1
1
Calmar Ratio
0.53
0.53
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
59.74
High:
TSLA
194.09TSLALow:
DHER.DE
-7.18DHER.DEDetails
PEG Ratio
71.13
High:
SPOT
255.81SPOTLow:DHER.DE
-11.39DHER.DEDetails
Price/Book
43.6
High:
NVDA
52.94NVDALow:
DB
0.93DBDetails
Price/Sales
27.2
High:NVDA
30.16NVDALow:DHER.DE
0.53DHER.DEDetails
Price/CF
35.87
High:TSLA
70.91TSLALow:DB
1.03DBDetails
Price/FCF
38.94
High:TSLA
200.12TSLALow:DB
1.09DBDetails
P/E Ratio
59.74
High:TSLA
194.09TSLALow:DHER.DE
-7.18DHER.DEDetails
PEG Ratio
71.13
High:SPOT
255.81SPOTLow:DHER.DE
-11.39DHER.DEDetails
Price/Book
43.6
High:NVDA
52.94NVDALow:DB
0.93DBDetails
Price/Sales
27.2
High:NVDA
30.16NVDALow:DHER.DE
0.53DHER.DEDetails
Price/CF
35.87
High:TSLA
70.91TSLALow:DB
1.03DBDetails
Price/FCF
38.94
High:TSLA
200.12TSLALow:DB
1.09DBDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-67.27% | Feb 2018 | Jan 2021 | 35 |
-59% | Dec 2021 | Feb 2024 | 26 |
-18.77% | Jan 2025 | May 2025 | 4 |
-14.7% | May 2021 | Aug 2021 | 3 |
-8.31% | Sep 2017 | Oct 2017 | 1 |
-6.84% | Sep 2021 | Oct 2021 | 1 |
-4.45% | Apr 2024 | May 2024 | 1 |
-3.36% | Jul 2017 | Aug 2017 | 1 |
-2.3% | Jul 2024 | Sep 2024 | 2 |