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-1.69%
This Month
+19.94%
Year To Date
+29.82%
2 Years
+29.82%
5 Years
+29.82%
10 Years
+32.94%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs66.05%
- 💻 Electronic Technology22.3%
- 👥 Copy Trading11.21%
- 💵 Cash0.51%
Exchanges Breakdown
- Exchange
- Total
- 🇩🇪 Xetra ETFs41.99%
- 🇬🇧 LSE24.06%
- 🇺🇸 Nasdaq11.17%
- 🇺🇸 NYSE10.53%
- 🇩🇪 FRA10.29%
- 🇫🇷 Euronext Paris1.49%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States13.31%
- 🇩🇪 Germany10.29%
- 🇹🇼 Taiwan8.39%
- 🇫🇷 France1.49%
Dividends
Dividend Yield
0.61%
9 out of 16 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $IUS3.DE (1.81%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 AAPL (Magnificent-7) | Ex-Dividend | Aug 11, 2025 | $0.26 |
AAPL (Magnificent-7) | Pay Day | Aug 14, 2025 | $0.26 |
 MSFT (Magnificent-7) | Ex-Dividend | Aug 21, 2025 | $0.83 |
 GOOGL (Magnificent-7) | Ex-Dividend | Sep 8, 2025 | $0.21 |
MSFT (Magnificent-7) | Pay Day | Sep 11, 2025 | $0.83 |
GOOGL (Magnificent-7) | Pay Day | Sep 15, 2025 | $0.21 |
 TSM | Ex-Dividend | Sep 16, 2025 | $0.82 |
TSM | Pay Day | Oct 9, 2025 | $0.82 |
Performance Metrics
Score 7.5/10
Beta
0.75
0.75
0
0.8
1.2
0
2
Sharpe Ratio
1.36
1.36
0
0.5
1
2
2
Sortino Ratio
3.72
3.72
0
1
2
4
4
Jensen's Alpha
6.5
6.5
-2
0
2
7
7
Omega Ratio
1.35
1.35
0
1
1.5
2.5
2.5
Treynor Ratio
1.76
1.76
0
0.75
1.25
2
2
Information Ratio
0.4
0.4
0
0.3
0.6
1
1
Calmar Ratio
6.62
6.62
0
0.3
0.6
7
7
Beta
0.75
0.75
0
0.8
1.2
0
2
Sharpe Ratio
1.36
1.36
0
0.5
1
2
2
Sortino Ratio
3.72
3.72
0
1
2
4
4
Jensen's Alpha
6.5
6.5
-2
0
2
7
7
Omega Ratio
1.35
1.35
0
1
1.5
2.5
2.5
Treynor Ratio
1.76
1.76
0
0.75
1.25
2
2
Information Ratio
0.4
0.4
0
0.3
0.6
1
1
Calmar Ratio
6.62
6.62
0
0.3
0.6
7
7
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
33.02
High:
RHM.DE
98.59RHM.DELow:
SAF.PA
-174.88SAF.PADetails
PEG Ratio
146.72
High:RHM.DE
234.09RHM.DELow:
GE
54.19GEDetails
Price/Book
9.38
High:RHM.DE
16.87RHM.DELow:
TSM
8.8TSMDetails
Price/Sales
10.43
High:TSM
11.49TSMLow:SAF.PA
4.22SAF.PADetails
Price/CF
18.23
High:GE
42.02GELow:TSM
17.12TSMDetails
Price/FCF
61.95
High:GE
65.79GELow:SAF.PA
31.82SAF.PADetails
P/E Ratio
33.02
High:RHM.DE
98.59RHM.DELow:SAF.PA
-174.88SAF.PADetails
PEG Ratio
146.72
High:RHM.DE
234.09RHM.DELow:GE
54.19GEDetails
Price/Book
9.38
High:RHM.DE
16.87RHM.DELow:TSM
8.8TSMDetails
Price/Sales
10.43
High:TSM
11.49TSMLow:SAF.PA
4.22SAF.PADetails
Price/CF
18.23
High:GE
42.02GELow:TSM
17.12TSMDetails
Price/FCF
61.95
High:GE
65.79GELow:SAF.PA
31.82SAF.PADetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-3.28% | Feb 2025 | May 2025 | 3 |
-2.59% | Apr 2024 | Jun 2024 | 2 |
-2.1% | Dec 2024 | Jan 2025 | 1 |
-1.69% | Aug 2025 | - | 1 |
-1.06% | Oct 2024 | Nov 2024 | 1 |