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-1.28%
Today
-0.64%
This Month
-0.3%
Year To Date
+55.8%
2 Years
+83.28%
5 Years
+18.65%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies35.33%
- 💻 Electronic Technology24.1%
- 💰 Finance13.31%
- 💇♀️ Consumer Services7.59%
- 📊 ETFs7.25%
- 🍞 Consumer Non Durables4.81%
- 🧬 Health Technology3.06%
- 📡 Communications2.2%
- 🛠️ Producer Manufacturing1.92%
- 💵 Cash0.51%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency35.33%
- 🇺🇸 NYSE30.62%
- 🇺🇸 Nasdaq18.23%
- 🇩🇪 FRA10.45%
- 🇩🇰 Copenhagen Stock Exchange4.95%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States41.6%
- 🇩🇪 Germany10.45%
- 🇩🇰 Denmark4.95%
Dividends
Dividend Yield
1.42%
14 out of 18 instruments pay dividend.
6 dividend payments in the next 30 days.
Highest Dividend: $O (5.69%)
Dividend Yield Breakdown
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 JNJ | Pay Day | Jun 10, 2025 | $1.30 |
 MMM | Pay Day | Jun 12, 2025 | $0.73 |
 KO | Ex-Dividend | Jun 13, 2025 | $0.51 |
 O | Pay Day | Jun 13, 2025 | $0.27 |
 BFH | Pay Day | Jun 13, 2025 | $0.21 |
 MRK | Ex-Dividend | Jun 16, 2025 | $0.81 |
 DIS | Ex-Dividend | Jun 24, 2025 | $0.50 |
 BAC | Pay Day | Jun 27, 2025 | $0.26 |
KO | Pay Day | Jul 1, 2025 | $0.51 |
 CSCO | Ex-Dividend | Jul 3, 2025 | $0.41 |
MRK | Pay Day | Jul 8, 2025 | $0.81 |
CSCO | Pay Day | Jul 23, 2025 | $0.41 |
DIS | Pay Day | Jul 23, 2025 | $0.50 |
Performance Metrics
Score 6.1/10
Beta
1.04
1.04
0
0.8
1.2
0
2
Sharpe Ratio
0.59
0.59
0
0.5
1
1.5
1.5
Sortino Ratio
1.19
1.19
0
1
2
3
3
Jensen's Alpha
4.16
4.16
-2
0
2
5
5
Omega Ratio
1.2
1.2
0
1
1.5
2.5
2.5
Treynor Ratio
1.34
1.34
0
0.75
1.25
2
2
Information Ratio
0.21
0.21
0
0.3
0.6
1
1
Calmar Ratio
0.4
0.4
0
0.3
0.6
1
1
Beta
1.04
1.04
0
0.8
1.2
0
2
Sharpe Ratio
0.59
0.59
0
0.5
1
1.5
1.5
Sortino Ratio
1.19
1.19
0
1
2
3
3
Jensen's Alpha
4.16
4.16
-2
0
2
5
5
Omega Ratio
1.2
1.2
0
1
1.5
2.5
2.5
Treynor Ratio
1.34
1.34
0
0.75
1.25
2
2
Information Ratio
0.21
0.21
0
0.3
0.6
1
1
Calmar Ratio
0.4
0.4
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
22.76
High:
RHM.DE
105.83RHM.DELow:
BFH
8.91BFHDetails
PEG Ratio
1,465.14
High:
KO
10,196.22KOLow:
MRK
1.74MRKDetails
Price/Book
3.45
High:
EXPE
20.14EXPELow:BFH
0.78BFHDetails
Price/Sales
3.45
High:
O
9.21OLow:BFH
0.52BFHDetails
Price/CF
15
High:KO
282.33KOLow:BFH
1.38BFHDetails
Price/FCF
29.07
High:KO
272.99KOLow:BFH
1.43BFHDetails
P/E Ratio
22.76
High:RHM.DE
105.83RHM.DELow:BFH
8.91BFHDetails
PEG Ratio
1,465.14
High:KO
10,196.22KOLow:MRK
1.74MRKDetails
Price/Book
3.45
High:EXPE
20.14EXPELow:BFH
0.78BFHDetails
Price/Sales
3.45
High:O
9.21OLow:BFH
0.52BFHDetails
Price/CF
15
High:KO
282.33KOLow:BFH
1.38BFHDetails
Price/FCF
29.07
High:KO
272.99KOLow:BFH
1.43BFHDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-42.19% | May 2021 | Nov 2024 | 42 |
-11.66% | Feb 2025 | - | 5 |
-6.5% | Dec 2024 | Jan 2025 | 1 |
-4.11% | Sep 2020 | Nov 2020 | 2 |
-3.03% | Dec 2020 | Jan 2021 | 1 |
-1.13% | Jun 2020 | Jul 2020 | 1 |