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-0.93%
This Month
+44.46%
Year To Date
+119.85%
2 Years
+87.35%
5 Years
+87.35%
10 Years
+14.13%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology62.41%
- 👥 Copy Trading16.59%
- 🖥️ Technology Services10.07%
- 💇♀️ Consumer Services5.88%
- 🚚 Transportation1.6%
- 🛍️ Retail Trade1.58%
- 🪨 Non Energy Minerals0.99%
- 💵 Cash0.31%
Exchanges Breakdown
- Exchange
- Total
- 🇩🇪 FRA40.94%
- 🇺🇸 Nasdaq23%
- 🇬🇧 LSE22.8%
- 🇺🇸 NYSE5.61%
- 🇭🇰 Hong Kong Exchanges2.38%
- 🌍 Digital Currency1.24%
- 🇨🇭 SIX0.71%
- 🇪🇸 Bolsa De Madrid0.49%
- 🇫🇷 Euronext Paris0.27%
- 🇺🇸 Chicago Board Options Exchange0.23%
- 🇦🇺 Sydney0.23%
- 🇦🇪 Dubai Financial Market0.2%
- 🇩🇰 Copenhagen Stock Exchange0.19%
- 🇳🇴 Oslo Stock Exchange0.16%
- 🇳🇱 Euronext Amsterdam0.15%
- 🇸🇪 Stockholm Stock Exchange0.13%
- 🇫🇮 Helsinki Stock Exchange0.06%
Countries Breakdown
- Country
- Total
- 🇩🇪 Germany41.09%
- 🇺🇸 United States25.35%
- 🇬🇧 United Kingdom22.63%
- 🇨🇳 China3.99%
- 🇨🇭 Switzerland0.71%
- 🇹🇼 Taiwan0.62%
- 🇪🇸 Spain0.49%
- 🇨🇦 Canada0.29%
- 🇫🇷 France0.27%
- 🇳🇱 Netherlands0.25%
- 🇦🇺 Australia0.23%
- 🇩🇰 Denmark0.19%
- 🇳🇴 Norway0.16%
- 🇮🇱 Israel0.15%
- 🇸🇪 Sweden0.13%
- 🇰🇷 South Korea0.1%
- 🇱🇺 Luxembourg0.07%
- 🇯🇵 Japan0.06%
- 🇫🇮 Finland0.06%
- 🇧🇷 Brazil0.04%
- 🇧🇪 Belgium0.03%
- 🇺🇾 Uruguay0.02%
- 🇷🇺 Russia0%
Dividends
Dividend Yield
0.64%
12 out of 19 instruments pay dividend.
16 dividend payments in the next 30 days.
Highest Dividend: $DHL.DE (4.68%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 RHM.DE | 0.18% | 0.47% | $5.7 |
 JeppeKirkBonde | 0.15% | 1.42% | - |
 RR.L | 0.13% | 0.57% | - |
 DHL.DE | 0.07% | 4.68% | $1.85 |
 GOOG | 0.04% | 0.42% | $0.2 |
 orbitalnewt | 0.02% | 1.89% | - |
 thomaspj | 0.01% | 0.69% | - |
 BABA | 0.01% | 0.85% | $0.98 |
 TKA.DE | 0.01% | 1.47% | $0.15 |
 GFT.DE | 0.01% | 2.73% | $0.5 |
 Web3Applications | 0% | 0.93% | - |
 steveli1029 | 0% | 0.12% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 VOD (Web3Applications) | Pay Day | Aug 1, 2025 | $0.26 |
 DELL (Web3Applications) | Pay Day | Aug 1, 2025 | $0.52 |
 FCX (JeppeKirkBonde) | Pay Day | Aug 1, 2025 | $0.15 |
 T (orbitalnewt) | Pay Day | Aug 1, 2025 | $0.28 |
 CVS (orbitalnewt) | Pay Day | Aug 1, 2025 | $0.66 |
 O (orbitalnewt) | Ex-Dividend | Aug 1, 2025 | $0.27 |
 OHI (orbitalnewt) | Ex-Dividend | Aug 4, 2025 | $0.67 |
 C (thomaspj) | Ex-Dividend | Aug 4, 2025 | $0.60 |
 ASML (JeppeKirkBonde) | Pay Day | Aug 6, 2025 | $1.85 |
 ASML.NV (JeppeKirkBonde) | Pay Day | Aug 6, 2025 | $1.87 |
 EQT (JeppeKirkBonde) | Ex-Dividend | Aug 6, 2025 | $0.16 |
 WFC (orbitalnewt) | Ex-Dividend | Aug 8, 2025 | $0.45 |
 DE (orbitalnewt) | Pay Day | Aug 8, 2025 | $1.62 |
 AXP (thomaspj) | Pay Day | Aug 8, 2025 | $0.82 |
 TXN (orbitalnewt) | Pay Day | Aug 12, 2025 | $1.36 |
 CL (orbitalnewt) | Pay Day | Aug 15, 2025 | $0.52 |
 ABBV (orbitalnewt) | Pay Day | Aug 15, 2025 | $1.64 |
O (orbitalnewt) | Pay Day | Aug 15, 2025 | $0.27 |
OHI (orbitalnewt) | Pay Day | Aug 15, 2025 | $0.67 |
 HAS (JeppeKirkBonde) | Ex-Dividend | Aug 20, 2025 | $0.70 |
 CAT (orbitalnewt) | Pay Day | Aug 20, 2025 | $1.51 |
 MSFT (JeppeKirkBonde) | Ex-Dividend | Aug 21, 2025 | $0.83 |
MSFT (thomaspj) | Ex-Dividend | Aug 21, 2025 | $0.83 |
C (thomaspj) | Pay Day | Aug 22, 2025 | $0.60 |
 GS (JeppeKirkBonde) | Ex-Dividend | Aug 29, 2025 | $4.00 |
GS (thomaspj) | Ex-Dividend | Aug 29, 2025 | $4.00 |
WFC (orbitalnewt) | Pay Day | Sep 1, 2025 | $0.45 |
 LMT (Web3Applications) | Ex-Dividend | Sep 2, 2025 | $3.30 |
LMT (JeppeKirkBonde) | Ex-Dividend | Sep 2, 2025 | $3.30 |
EQT (JeppeKirkBonde) | Pay Day | Sep 2, 2025 | $0.16 |
HAS (JeppeKirkBonde) | Pay Day | Sep 3, 2025 | $0.70 |
 NEM (orbitalnewt) | Ex-Dividend | Sep 4, 2025 | $0.25 |
 BLK (JeppeKirkBonde) | Ex-Dividend | Sep 5, 2025 | $5.21 |
 PEP (orbitalnewt) | Ex-Dividend | Sep 5, 2025 | $1.42 |
GOOG | Ex-Dividend | Sep 8, 2025 | $0.21 |
 GOOGL (JeppeKirkBonde) | Ex-Dividend | Sep 8, 2025 | $0.21 |
GOOG (orbitalnewt) | Ex-Dividend | Sep 8, 2025 | $0.21 |
GOOG (thomaspj) | Ex-Dividend | Sep 8, 2025 | $0.21 |
MSFT (JeppeKirkBonde) | Pay Day | Sep 11, 2025 | $0.83 |
MSFT (thomaspj) | Pay Day | Sep 11, 2025 | $0.83 |
GOOG | Pay Day | Sep 15, 2025 | $0.21 |
GOOGL (JeppeKirkBonde) | Pay Day | Sep 15, 2025 | $0.21 |
GOOG (orbitalnewt) | Pay Day | Sep 15, 2025 | $0.21 |
 KO (orbitalnewt) | Ex-Dividend | Sep 15, 2025 | $0.51 |
 MRK (orbitalnewt) | Ex-Dividend | Sep 15, 2025 | $0.81 |
GOOG (thomaspj) | Pay Day | Sep 15, 2025 | $0.21 |
 TSM (JeppeKirkBonde) | Ex-Dividend | Sep 16, 2025 | $0.82 |
BLK (JeppeKirkBonde) | Pay Day | Sep 23, 2025 | $5.21 |
LMT (Web3Applications) | Pay Day | Sep 26, 2025 | $3.30 |
LMT (JeppeKirkBonde) | Pay Day | Sep 26, 2025 | $3.30 |
 BNP.PA (orbitalnewt) | Ex-Dividend | Sep 26, 2025 | $3.05 |
GS (JeppeKirkBonde) | Pay Day | Sep 29, 2025 | $4.00 |
NEM (orbitalnewt) | Pay Day | Sep 29, 2025 | $0.25 |
GS (thomaspj) | Pay Day | Sep 29, 2025 | $4.00 |
PEP (orbitalnewt) | Pay Day | Sep 30, 2025 | $1.42 |
BNP.PA (orbitalnewt) | Pay Day | Sep 30, 2025 | $3.05 |
KO (orbitalnewt) | Pay Day | Oct 1, 2025 | $0.51 |
MRK (orbitalnewt) | Pay Day | Oct 7, 2025 | $0.81 |
TSM (JeppeKirkBonde) | Pay Day | Oct 9, 2025 | $0.82 |
 MC.PA (JeppeKirkBonde) | Ex-Dividend | Dec 2, 2025 | $6.47 |
MC.PA (orbitalnewt) | Ex-Dividend | Dec 2, 2025 | $6.47 |
MC.PA (JeppeKirkBonde) | Pay Day | Dec 4, 2025 | $6.47 |
MC.PA (orbitalnewt) | Pay Day | Dec 4, 2025 | $6.47 |
 INDA (JeppeKirkBonde) | Pay Day | Dec 20, 2025 | $0.40 |
Performance Metrics
Score 5.4/10
Beta
1.1
1.1
0
0.8
1.2
0
2
Sharpe Ratio
0.51
0.51
0
0.5
1
1.5
1.5
Sortino Ratio
0.79
0.79
0
1
2
3
3
Jensen's Alpha
1.68
1.68
-2
0
2
4.5
4.5
Omega Ratio
1.11
1.11
0
1
1.5
2.5
2.5
Treynor Ratio
1.13
1.13
0
0.75
1.25
2
2
Information Ratio
0.12
0.12
0
0.3
0.6
1
1
Calmar Ratio
0.3
0.3
0
0.3
0.6
1
1
Beta
1.1
1.1
0
0.8
1.2
0
2
Sharpe Ratio
0.51
0.51
0
0.5
1
1.5
1.5
Sortino Ratio
0.79
0.79
0
1
2
3
3
Jensen's Alpha
1.68
1.68
-2
0
2
4.5
4.5
Omega Ratio
1.11
1.11
0
1
1.5
2.5
2.5
Treynor Ratio
1.13
1.13
0
0.75
1.25
2
2
Information Ratio
0.12
0.12
0
0.3
0.6
1
1
Calmar Ratio
0.3
0.3
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
24.06
High:
RHM.DE
100.03RHM.DELow:
VUL.ASX
-9.54VUL.ASXDetails
PEG Ratio
393.78
High:
RR.L
881.71RR.LLow:
TKA.DE
-11.4TKA.DEDetails
Price/Book
7.46
High:RHM.DE
17.12RHM.DELow:RR.L
-92.14RR.LDetails
Price/Sales
5.92
High:VUL.ASX
51.86VUL.ASXLow:
LILMF
-LILMFDetails
Price/CF
16.61
High:
ATO.PA
180.72ATO.PALow:TKA.DE
3.56TKA.DEDetails
Price/FCF
34.13
High:RHM.DE
50.54RHM.DELow:ATO.PA
7.23ATO.PADetails
P/E Ratio
24.06
High:RHM.DE
100.03RHM.DELow:VUL.ASX
-9.54VUL.ASXDetails
PEG Ratio
393.78
High:RR.L
881.71RR.LLow:TKA.DE
-11.4TKA.DEDetails
Price/Book
7.46
High:RHM.DE
17.12RHM.DELow:RR.L
-92.14RR.LDetails
Price/Sales
5.92
High:VUL.ASX
51.86VUL.ASXLow:LILMF
-LILMFDetails
Price/CF
16.61
High:ATO.PA
180.72ATO.PALow:TKA.DE
3.56TKA.DEDetails
Price/FCF
34.13
High:RHM.DE
50.54RHM.DELow:ATO.PA
7.23ATO.PADetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-48.37% | Feb 2021 | Mar 2024 | 37 |
-4.89% | Apr 2024 | May 2024 | 1 |
-4.61% | Jul 2024 | Nov 2024 | 4 |
-0.93% | Jul 2025 | - | 1 |
-0.79% | Dec 2024 | Jan 2025 | 1 |