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+0.69%
Today
+10.94%
This Month
+4.81%
Year To Date
+198.79%
2 Years
+677.04%
5 Years
+42.62%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies41.06%
- 💰 Finance15.58%
- 🖥️ Technology Services13.77%
- 💇♀️ Consumer Services6.86%
- 🛍️ Retail Trade6.48%
- 💻 Electronic Technology5.15%
- 💵 Cash4.19%
- 🚚 Transportation3.35%
- 🧬 Health Technology2.12%
- 🧪 Process Industries1.09%
- 🍞 Consumer Non Durables0.74%
- 🚗 Consumer Durables0.38%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency41.06%
- 🇺🇸 NYSE24.79%
- 🇺🇸 Nasdaq20.93%
- 🇩🇪 FRA9.07%
- 🇧🇪 Euronext Brussels0.74%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States44.73%
- 🇩🇪 Germany9.07%
- 🇨🇳 China0.99%
- 🇧🇪 Belgium0.74%
Dividends
Dividend Yield
0.55%
18 out of 34 instruments pay dividend.
5 dividend payments in the next 30 days.
Highest Dividend: $VOW3.DE (6.53%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 MUX.DE | 0.13% | 5.8% | $2 |
 HNR1.DE | 0.11% | 3.2% | $7.2 |
 MUV2.DE | 0.1% | 3.44% | $15 |
 HD | 0.04% | 2.4% | $8.52 |
 ORCL | 0.03% | 1.06% | $1.6 |
 VOW3.DE | 0.02% | 6.53% | $9.06 |
 KKR | 0.02% | 0.57% | $0.67 |
 LLY | 0.02% | 0.75% | $4.86 |
 V | 0.01% | 0.62% | $2.01 |
 BKNG | 0.01% | 0.69% | $17.5 |
 DPZ | 0.01% | 1.32% | $5.44 |
 SHW | 0.01% | 0.84% | $2.64 |
 AAPL | 0.01% | 0.49% | $0.97 |
 BABA | 0.01% | 0.82% | $0.98 |
 WMT | 0.01% | 0.96% | $0.81 |
 GOOG | 0.01% | 0.49% | $0.2 |
 LOTB.BR | 0% | 0.6% | - |
 NVDA | 0% | 0.03% | $0.02 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
KKR | Pay Day | May 27, 2025 | $0.18 |
V | Pay Day | Jun 2, 2025 | $0.59 |
BKNG | Ex-Dividend | Jun 6, 2025 | $9.60 |
SHW | Pay Day | Jun 6, 2025 | $0.79 |
GOOG | Ex-Dividend | Jun 9, 2025 | $0.21 |
LLY | Pay Day | Jun 10, 2025 | $1.50 |
DPZ | Ex-Dividend | Jun 13, 2025 | $1.74 |
GOOG | Pay Day | Jun 16, 2025 | $0.21 |
BKNG | Pay Day | Jun 30, 2025 | $9.60 |
DPZ | Pay Day | Jun 30, 2025 | $1.74 |
WMT | Ex-Dividend | Aug 15, 2025 | $0.24 |
WMT | Pay Day | Sep 2, 2025 | $0.24 |
Performance Metrics
Score 7.3/10
Beta
1.87
1.87
0
0.8
1.2
0
2
Sharpe Ratio
0.71
0.71
0
0.5
1
1.5
1.5
Sortino Ratio
1.92
1.92
0
1
2
3
3
Jensen's Alpha
44.83
44.83
-2
0
2
45
45
Omega Ratio
1.92
1.92
0
1
1.5
2.5
2.5
Treynor Ratio
2.47
2.47
0
0.75
1.25
3
3
Information Ratio
0.63
0.63
0
0.3
0.6
1
1
Calmar Ratio
0.53
0.53
0
0.3
0.6
1
1
Beta
1.87
1.87
0
0.8
1.2
0
2
Sharpe Ratio
0.71
0.71
0
0.5
1
1.5
1.5
Sortino Ratio
1.92
1.92
0
1
2
3
3
Jensen's Alpha
44.83
44.83
-2
0
2
45
45
Omega Ratio
1.92
1.92
0
1
1.5
2.5
2.5
Treynor Ratio
2.47
2.47
0
0.75
1.25
3
3
Information Ratio
0.63
0.63
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
29.91
High:
PLTR
548.43PLTRLow:
DKNG
-44.21DKNGDetails
PEG Ratio
104.87
High:PLTR
664.73PLTRLow:DKNG
-145.41DKNGDetails
Price/Book
8.39
High:
HD
56.44HDLow:
BKNG
-28.41BKNGDetails
Price/Sales
5.1
High:PLTR
102.92PLTRLow:
MUX.DE
0.15MUX.DEDetails
Price/CF
24.79
High:PLTR
161.45PLTRLow:
VOW3.DE
2.55VOW3.DEDetails
Price/FCF
50.33
High:
LLY
631.92LLYLow:
HNR1.DE
6.66HNR1.DEDetails
P/E Ratio
29.91
High:PLTR
548.43PLTRLow:DKNG
-44.21DKNGDetails
PEG Ratio
104.87
High:PLTR
664.73PLTRLow:DKNG
-145.41DKNGDetails
Price/Book
8.39
High:HD
56.44HDLow:BKNG
-28.41BKNGDetails
Price/Sales
5.1
High:PLTR
102.92PLTRLow:MUX.DE
0.15MUX.DEDetails
Price/CF
24.79
High:PLTR
161.45PLTRLow:VOW3.DE
2.55VOW3.DEDetails
Price/FCF
50.33
High:LLY
631.92LLYLow:HNR1.DE
6.66HNR1.DEDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-78.44% | Nov 2021 | Jan 2025 | 38 |
-47.03% | Jan 2018 | Nov 2020 | 34 |
-30.26% | May 2021 | Aug 2021 | 3 |
-13.79% | Feb 2025 | - | 4 |
-13.01% | Sep 2021 | Oct 2021 | 1 |