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-4.77%
This Month
+1.5%
Year To Date
+19.01%
2 Years
+16.6%
5 Years
+14.52%
10 Years
+3.06%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🛠️ Producer Manufacturing22.2%
- 🧪 Process Industries21.89%
- 🚗 Consumer Durables13.94%
- 💻 Electronic Technology12.06%
- 🪙 Cryptocurrencies11.25%
- 💼 Commercial Services7.59%
- 🖥️ Technology Services5.12%
- 📊 ETFs4.79%
- 💵 Cash1.82%
Exchanges Breakdown
- Exchange
- Total
- 🇩🇪 FRA42.55%
- 🇺🇸 Nasdaq40.26%
- 🌍 Digital Currency11.25%
- 🇬🇧 LSE4.79%
Countries Breakdown
- Country
- Total
- 🇩🇪 Germany42.55%
- 🇬🇧 United Kingdom21.89%
- 🇺🇸 United States18.37%
Dividends
Dividend Yield
1.13%
7 out of 9 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $DTG.DE (4.48%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 2.8/10
Beta
0.92
0.92
0
0.8
1.2
0
2
Sharpe Ratio
0.12
0.12
0
0.5
1
1.5
1.5
Sortino Ratio
0.17
0.17
0
1
2
3
3
Jensen's Alpha
-7.22
-7.22
-8
0
2
4.5
4.5
Omega Ratio
0.65
0.65
0
1
1.5
2.5
2.5
Treynor Ratio
0.2
0.2
0
0.75
1.25
2
2
Information Ratio
-0.61
-0.61
-1
0.3
0.6
1
1
Calmar Ratio
0.09
0.09
0
0.3
0.6
1
1
Beta
0.92
0.92
0
0.8
1.2
0
2
Sharpe Ratio
0.12
0.12
0
0.5
1
1.5
1.5
Sortino Ratio
0.17
0.17
0
1
2
3
3
Jensen's Alpha
-7.22
-7.22
-8
0
2
4.5
4.5
Omega Ratio
0.65
0.65
0
1
1.5
2.5
2.5
Treynor Ratio
0.2
0.2
0
0.75
1.25
2
2
Information Ratio
-0.61
-0.61
-1
0.3
0.6
1
1
Calmar Ratio
0.09
0.09
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
30.68
High:
RHM.DE
86.26RHM.DELow:
PYPL
8.64PYPLDetails
PEG Ratio
193.02
High:
LIN
482.96LINLow:
ENR.DE
5.62ENR.DEDetails
Price/Book
11.41
High:
AAPL
43.77AAPLLow:
DTG.DE
1.53DTG.DEDetails
Price/Sales
6.91
High:
MSFT
9.9MSFTLow:DTG.DE
0.66DTG.DEDetails
Price/CF
23.13
High:RHM.DE
91.83RHM.DELow:DTG.DE
6.34DTG.DEDetails
Price/FCF
42.93
High:RHM.DE
5,198.92RHM.DELow:PYPL
10.09PYPLDetails
P/E Ratio
30.68
High:RHM.DE
86.26RHM.DELow:PYPL
8.64PYPLDetails
PEG Ratio
193.02
High:LIN
482.96LINLow:ENR.DE
5.62ENR.DEDetails
Price/Book
11.41
High:AAPL
43.77AAPLLow:DTG.DE
1.53DTG.DEDetails
Price/Sales
6.91
High:MSFT
9.9MSFTLow:DTG.DE
0.66DTG.DEDetails
Price/CF
23.13
High:RHM.DE
91.83RHM.DELow:DTG.DE
6.34DTG.DEDetails
Price/FCF
42.93
High:RHM.DE
5,198.92RHM.DELow:PYPL
10.09PYPLDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-41.15% | Sep 2021 | Nov 2024 | 38 |
-10.66% | Feb 2025 | May 2025 | 3 |
-7.31% | Aug 2025 | - | 8 |
-6.67% | May 2021 | Aug 2021 | 3 |
-2.97% | Dec 2024 | Jan 2025 | 1 |