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0%
Today
+1.69%
This Month
+15.94%
Year To Date
+25.49%
2 Years
+25.49%
5 Years
+35.36%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs67.01%
- 💻 Electronic Technology20.26%
- 👥 Copy Trading10.65%
- 🚚 Transportation1.94%
- 💵 Cash0.14%
Exchanges Breakdown
- Exchange
- Total
- 🇩🇪 Xetra ETFs43.01%
- 🇬🇧 LSE24%
- 🇩🇪 FRA11.08%
- 🇺🇸 Nasdaq10.62%
- 🇺🇸 NYSE9.73%
- 🇫🇷 Euronext Paris1.38%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States12.56%
- 🇩🇪 Germany11.08%
- 🇹🇼 Taiwan7.8%
- 🇫🇷 France1.38%
Dividends
Dividend Yield
0.62%
9 out of 16 instruments pay dividend.
3 dividend payments in the next 30 days.
Highest Dividend: $IUS3.DE (1.81%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 META (Magnificent-7) | Ex-Dividend | Jun 16, 2025 | $0.52 |
 GOOGL (Magnificent-7) | Pay Day | Jun 16, 2025 | $0.21 |
META (Magnificent-7) | Pay Day | Jun 26, 2025 | $0.52 |
 NVDA (Magnificent-7) | Pay Day | Jul 3, 2025 | $0.01 |
 MSFT (Magnificent-7) | Ex-Dividend | Aug 21, 2025 | $0.83 |
MSFT (Magnificent-7) | Pay Day | Sep 11, 2025 | $0.83 |
 TSM | Ex-Dividend | Sep 16, 2025 | $0.82 |
TSM | Pay Day | Oct 9, 2025 | $0.82 |
Performance Metrics
Score 7.5/10
Beta
0.76
0.76
0
0.8
1.2
0
2
Sharpe Ratio
1.09
1.09
0
0.5
1
2
2
Sortino Ratio
2.86
2.86
0
1
2
3
3
Jensen's Alpha
7.15
7.15
-2
0
2
8
8
Omega Ratio
1.58
1.58
0
1
1.5
2.5
2.5
Treynor Ratio
1.43
1.43
0
0.75
1.25
2
2
Information Ratio
0.62
0.62
0
0.3
0.6
1
1
Calmar Ratio
5.59
5.59
0
0.3
0.6
6
6
Beta
0.76
0.76
0
0.8
1.2
0
2
Sharpe Ratio
1.09
1.09
0
0.5
1
2
2
Sortino Ratio
2.86
2.86
0
1
2
3
3
Jensen's Alpha
7.15
7.15
-2
0
2
8
8
Omega Ratio
1.58
1.58
0
1
1.5
2.5
2.5
Treynor Ratio
1.43
1.43
0
0.75
1.25
2
2
Information Ratio
0.62
0.62
0
0.3
0.6
1
1
Calmar Ratio
5.59
5.59
0
0.3
0.6
6
6
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
30.42
High:
RHM.DE
103.67RHM.DELow:
SAF.PA
-157.97SAF.PADetails
PEG Ratio
155.38
High:RHM.DE
246.16RHM.DELow:
GE
33.61GEDetails
Price/Book
8.58
High:RHM.DE
17.74RHM.DELow:
TSM
7.9TSMDetails
Price/Sales
10.19
High:TSM
11.32TSMLow:SAF.PA
3.81SAF.PADetails
Price/CF
14.75
High:GE
41.28GELow:TSM
13.44TSMDetails
Price/FCF
46.07
High:GE
67.76GELow:SAF.PA
31.82SAF.PADetails
P/E Ratio
30.42
High:RHM.DE
103.67RHM.DELow:SAF.PA
-157.97SAF.PADetails
PEG Ratio
155.38
High:RHM.DE
246.16RHM.DELow:GE
33.61GEDetails
Price/Book
8.58
High:RHM.DE
17.74RHM.DELow:TSM
7.9TSMDetails
Price/Sales
10.19
High:TSM
11.32TSMLow:SAF.PA
3.81SAF.PADetails
Price/CF
14.75
High:GE
41.28GELow:TSM
13.44TSMDetails
Price/FCF
46.07
High:GE
67.76GELow: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 |
-1.06% | Oct 2024 | Nov 2024 | 1 |