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-0.16%
This Month
-6.19%
Year To Date
+19.93%
2 Years
+0.4%
5 Years
+118.9%
10 Years
+10.88%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash38.21%
- 🖥️ Technology Services20.14%
- 🪙 Cryptocurrencies12.77%
- 💻 Electronic Technology7.08%
- 💹 Forex4.69%
- 💰 Finance2.82%
- 🏥 Health Services2.66%
- 🛍️ Retail Trade2%
- 💇♀️ Consumer Services0.87%
- 🚗 Consumer Durables0.76%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq27.32%
- 🌍 Digital Currency12.77%
- 🇺🇸 NYSE7.82%
- 🌍 FX4.69%
- 🇭🇰 Hong Kong Exchanges0.76%
- 🇩🇪 FRA0.42%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States30.37%
- 🇮🇱 Israel2.87%
- 🇬🇧 United Kingdom1.7%
- 🇨🇳 China0.96%
- 🇩🇪 Germany0.42%
Dividends
Dividend Yield
0.2%
9 out of 32 instruments pay dividend.
2 dividend payments in the next 30 days.
Highest Dividend: $VOW3.DE (7.28%)
Performance Metrics
Score 5.5/10
Beta
0.61
0.61
0
0.8
1.2
0
2
Sharpe Ratio
0.44
0.44
0
0.5
1
1.5
1.5
Sortino Ratio
0.75
0.75
0
1
2
3
3
Jensen's Alpha
2.52
2.52
-2
0
2
4.5
4.5
Omega Ratio
0.93
0.93
0
1
1.5
2.5
2.5
Treynor Ratio
1.23
1.23
0
0.75
1.25
2
2
Information Ratio
-0.09
-0.09
-1
0.3
0.6
1
1
Calmar Ratio
0.26
0.26
0
0.3
0.6
1
1
Beta
0.61
0.61
0
0.8
1.2
0
2
Sharpe Ratio
0.44
0.44
0
0.5
1
1.5
1.5
Sortino Ratio
0.75
0.75
0
1
2
3
3
Jensen's Alpha
2.52
2.52
-2
0
2
4.5
4.5
Omega Ratio
0.93
0.93
0
1
1.5
2.5
2.5
Treynor Ratio
1.23
1.23
0
0.75
1.25
2
2
Information Ratio
-0.09
-0.09
-1
0.3
0.6
1
1
Calmar Ratio
0.26
0.26
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
26.92
High:
ARM
198.68ARMLow:
CRWD
-539.5CRWDDetails
PEG Ratio
84.09
High:
ETOR
149.2ETORLow:
9866.HK
-17.689866.HKDetails
Price/Book
6.3
High:9866.HK
27.259866.HKLow:
ETSY
-4.56ETSYDetails
Price/Sales
5.08
High:
MSTR
73.82MSTRLow:
VOW3.DE
0.14VOW3.DEDetails
Price/CF
21.27
High:MSTR
7,511.07MSTRLow:VOW3.DE
3.46VOW3.DEDetails
Price/FCF
67.36
High:
9988.HK
2,771.019988.HKLow:ETSY
10.72ETSYDetails
P/E Ratio
26.92
High:ARM
198.68ARMLow:CRWD
-539.5CRWDDetails
PEG Ratio
84.09
High:ETOR
149.2ETORLow:9866.HK
-17.689866.HKDetails
Price/Book
6.3
High:9866.HK
27.259866.HKLow:ETSY
-4.56ETSYDetails
Price/Sales
5.08
High:MSTR
73.82MSTRLow:VOW3.DE
0.14VOW3.DEDetails
Price/CF
21.27
High:MSTR
7,511.07MSTRLow:VOW3.DE
3.46VOW3.DEDetails
Price/FCF
67.36
High:9988.HK
2,771.019988.HKLow:ETSY
10.72ETSYDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-38.74% | Nov 2021 | Jul 2025 | 44 |
-13.89% | Nov 2025 | - | 6 |
-10.86% | Dec 2018 | Jan 2019 | 1 |
-8.28% | Aug 2018 | Oct 2018 | 2 |
-6.06% | Dec 2019 | Aug 2020 | 8 |
-3.39% | Jul 2019 | Oct 2019 | 3 |
-2.91% | Jul 2021 | Oct 2021 | 3 |
-0.76% | May 2019 | Jun 2019 | 1 |
-0.12% | Oct 2020 | Nov 2020 | 1 |