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-1.9%
This Month
-1.9%
Year To Date
+162.49%
2 Years
+382.58%
5 Years
+1157.41%
10 Years
+35.5%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services37.66%
- 💻 Electronic Technology30.9%
- 🚗 Consumer Durables13.13%
- 🪙 Cryptocurrencies11.94%
- 💰 Finance4.42%
- 🚚 Transportation1.09%
- 🛍️ Retail Trade0.59%
- 💵 Cash0.2%
- 🧬 Health Technology0.14%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq81.51%
- 🌍 Digital Currency11.94%
- 🇺🇸 NYSE3.33%
- 🇨🇭 SIX2.02%
- 🇭🇰 Hong Kong Exchanges0.85%
- 🇩🇪 FRA0.24%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States81.51%
- 🇩🇪 Germany2.65%
- 🇨🇭 Switzerland2.02%
- 🇨🇳 China1.45%
- 🇱🇺 Luxembourg0.33%
Dividends
Dividend Yield
0.2%
6 out of 18 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $DB (2.13%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 7.1/10
Beta
1.74
1.74
0
0.8
1.2
0
2
Sharpe Ratio
0.83
0.83
0
0.5
1
1.5
1.5
Sortino Ratio
1.5
1.5
0
1
2
3
3
Jensen's Alpha
19.15
19.15
-2
0
2
20
20
Omega Ratio
1.72
1.72
0
1
1.5
2.5
2.5
Treynor Ratio
1.79
1.79
0
0.75
1.25
2
2
Information Ratio
0.7
0.7
0
0.3
0.6
1
1
Calmar Ratio
0.51
0.51
0
0.3
0.6
1
1
Beta
1.74
1.74
0
0.8
1.2
0
2
Sharpe Ratio
0.83
0.83
0
0.5
1
1.5
1.5
Sortino Ratio
1.5
1.5
0
1
2
3
3
Jensen's Alpha
19.15
19.15
-2
0
2
20
20
Omega Ratio
1.72
1.72
0
1
1.5
2.5
2.5
Treynor Ratio
1.79
1.79
0
0.75
1.25
2
2
Information Ratio
0.7
0.7
0
0.3
0.6
1
1
Calmar Ratio
0.51
0.51
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
39.04
High:
TSLA
280.13TSLALow:
DHER.DE
-12.62DHER.DEDetails
PEG Ratio
79.29
High:
NFLX
102.57NFLXLow:DHER.DE
-16.59DHER.DEDetails
Price/Book
15.52
High:
NVDA
36.4NVDALow:
DB
0.93DBDetails
Price/Sales
14.01
High:NVDA
23.3NVDALow:DHER.DE
0.53DHER.DEDetails
Price/CF
29.96
High:TSLA
99.57TSLALow:DB
1.03DBDetails
Price/FCF
53.52
High:TSLA
229.45TSLALow:DB
1.09DBDetails
P/E Ratio
39.04
High:TSLA
280.13TSLALow:DHER.DE
-12.62DHER.DEDetails
PEG Ratio
79.29
High:NFLX
102.57NFLXLow:DHER.DE
-16.59DHER.DEDetails
Price/Book
15.52
High:NVDA
36.4NVDALow:DB
0.93DBDetails
Price/Sales
14.01
High:NVDA
23.3NVDALow:DHER.DE
0.53DHER.DEDetails
Price/CF
29.96
High:TSLA
99.57TSLALow:DB
1.03DBDetails
Price/FCF
53.52
High:TSLA
229.45TSLALow: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 |
-9.83% | Nov 2025 | - | 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 |