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-4.05%
This Month
-7.58%
Year To Date
+94.2%
2 Years
+128.65%
5 Years
+180.58%
10 Years
+19.97%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🚗 Consumer Durables66.36%
- 🪙 Cryptocurrencies24.46%
- 💵 Cash3.31%
Exchanges Breakdown
- Exchange
- Total
- 🇩🇪 FRA33.37%
- 🇺🇸 NYSE32.98%
- 🌍 Digital Currency24.46%
Countries Breakdown
- Country
- Total
- 🇩🇪 Germany33.37%
- 🇨🇳 China32.98%
Dividends
Dividend Yield
0.73%
1 out of 4 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $P911.DE (2.2%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 P911.DE | 0.73% | 2.2% | $2.31 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 6.1/10
Beta
1.2
1.2
0
0.8
1.2
0
2
Sharpe Ratio
0.57
0.57
0
0.5
1
1.5
1.5
Sortino Ratio
1.07
1.07
0
1
2
3
3
Jensen's Alpha
8.66
8.66
-2
0
2
9
9
Omega Ratio
1.26
1.26
0
1
1.5
2.5
2.5
Treynor Ratio
1.54
1.54
0
0.75
1.25
2
2
Information Ratio
0.31
0.31
0
0.3
0.6
1
1
Calmar Ratio
0.34
0.34
0
0.3
0.6
1
1
Beta
1.2
1.2
0
0.8
1.2
0
2
Sharpe Ratio
0.57
0.57
0
0.5
1
1.5
1.5
Sortino Ratio
1.07
1.07
0
1
2
3
3
Jensen's Alpha
8.66
8.66
-2
0
2
9
9
Omega Ratio
1.26
1.26
0
1
1.5
2.5
2.5
Treynor Ratio
1.54
1.54
0
0.75
1.25
2
2
Information Ratio
0.31
0.31
0
0.3
0.6
1
1
Calmar Ratio
0.34
0.34
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
-67.47
High:P911.DE
133.39P911.DELow:
NIO
-9.47NIODetails
PEG Ratio
-14.32
High:NIO
-14.32NIOLow:NIO
-14.32NIODetails
Price/Book
2.21
High:NIO
18.58NIOLow:P911.DE
1.81P911.DEDetails
Price/Sales
1.11
High:P911.DE
1.17P911.DELow:NIO
0.91NIODetails
Price/CF
9.18
High:P911.DE
9.18P911.DELow:P911.DE
9.18P911.DEDetails
Price/FCF
595.63
High:P911.DE
595.63P911.DELow:P911.DE
595.63P911.DEDetails
P/E Ratio
-67.47
High:P911.DE
133.39P911.DELow:NIO
-9.47NIODetails
PEG Ratio
-14.32
High:NIO
-14.32NIOLow:NIO
-14.32NIODetails
Price/Book
2.21
High:NIO
18.58NIOLow:P911.DE
1.81P911.DEDetails
Price/Sales
1.11
High:P911.DE
1.17P911.DELow:NIO
0.91NIODetails
Price/CF
9.18
High:P911.DE
9.18P911.DELow:P911.DE
9.18P911.DEDetails
Price/FCF
595.63
High:P911.DE
595.63P911.DELow:P911.DE
595.63P911.DEDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-57.14% | Dec 2021 | Sep 2024 | 33 |
-32.75% | Oct 2025 | - | 8 |
-20.47% | Feb 2021 | Oct 2021 | 8 |
-10.4% | Sep 2020 | Nov 2020 | 2 |
-9.95% | Feb 2025 | Apr 2025 | 2 |
-4.62% | Jun 2025 | Jul 2025 | 1 |
-1.41% | Jun 2020 | Aug 2020 | 2 |
-0.16% | Oct 2024 | Nov 2024 | 1 |