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+0.29%
This Month
+13.51%
Year To Date
+48.73%
2 Years
+84.23%
5 Years
+124.71%
10 Years
+14.45%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology27.27%
- 🖥️ Technology Services21.54%
- 📊 ETFs11.26%
- 💰 Finance6.94%
- 💇♀️ Consumer Services4.14%
- 🛍️ Retail Trade3.92%
- 🪙 Cryptocurrencies3.85%
- 👥 Copy Trading3.73%
- 🛠️ Producer Manufacturing2.92%
- 🧬 Health Technology2.89%
- 🧩 Miscellaneous2.16%
- 💼 Commercial Services1.7%
- 🚗 Consumer Durables1.64%
- 📡 Communications0.96%
- 🏥 Health Services0.84%
- 🪨 Non Energy Minerals0.79%
- 💵 Cash0.75%
- 🚚 Transportation0.69%
- 🧪 Process Industries0.69%
- ⚡ Utilities0.6%
- 🍞 Consumer Non Durables0.54%
- 🏭 Industrial Services0.43%
- ❓ Other0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq55.57%
- 🇺🇸 NYSE30.3%
- 🇩🇪 FRA4.8%
- 🌍 Digital Currency3.85%
- 🇭🇰 Hong Kong Exchanges1.96%
- 🇫🇷 Euronext Paris1.04%
- 🇬🇧 LSE1.03%
- 🇺🇸 Chicago Board Options Exchange0.37%
- 🇮🇹 Borsa Italiana0.34%
- 🇺🇸 OTC Markets Stock Exchange0.2%
- 🇸🇪 Stockholm Stock Exchange0.01%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States64.21%
- 🇩🇪 Germany5.03%
- 🇨🇳 China2.36%
- 🇸🇪 Sweden2.09%
- 🇮🇱 Israel2.08%
- 🇳🇱 Netherlands1.92%
- 🇨🇦 Canada1.5%
- 🇫🇷 France0.68%
- 🇹🇼 Taiwan0.6%
- 🇬🇧 United Kingdom0.48%
- 🇦🇷 Argentina0.45%
- 🇮🇹 Italy0.34%
- 🇯🇵 Japan0.22%
- 🇮🇪 Ireland0.14%
- 🇭🇰 Hong Kong0.06%
- 🇸🇬 Singapore0.04%
- 🇵🇷 Puerto Rico0.01%
Dividends
Dividend Yield
0.57%
73 out of 163 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $VOW3.DE (6.43%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 VZ | 0.03% | 5.57% | $2.66 |
 MCD | 0.02% | 2.87% | $6.53 |
 RHM.DE | 0.02% | 1.11% | $5.7 |
 PFE | 0.02% | 6.05% | $1.66 |
 UNH | 0.02% | 2.25% | $7.74 |
 VOW3.DE | 0.02% | 6.43% | $9.06 |
 GS | 0.02% | 1.64% | $11 |
 NEE | 0.02% | 2.85% | $1.97 |
 MC.PA | 0.02% | 3.03% | $13 |
 HPQ | 0.01% | 3.68% | $1.1 |
 ALV.DE | 0.01% | 3.79% | $13.8 |
 QCOM | 0.01% | 2.13% | $3.25 |
 JPM | 0.01% | 1.67% | $4.4 |
 CMCSA | 0.01% | 4.98% | $1.2 |
 MSFT | 0.01% | 0.73% | $3 |
 FMC | 0.01% | 6.32% | $2.32 |
 DIS | 0.01% | 1.42% | $0.75 |
 MTCH | 0.01% | 1.86% | - |
 ABT.US | 0.01% | 2.29% | $2.16 |
 IBM | 0.01% | 2.87% | $6.65 |
 MRK | 0.01% | 2.24% | $3.04 |
 ABBV | 0.01% | 2.66% | $6.06 |
 PLUS.L | 0.01% | 4.65% | $1.33 |
 WMT | 0.01% | 0.92% | $0.81 |
 B | 0.01% | 2.02% | $0.4 |
 LMT | 0.01% | 2.6% | $12.45 |
 DELL | 0.01% | 0.44% | $1.63 |
 AVGO | 0.01% | 0.71% | $19.7 |
 BA.L | 0.01% | 1.86% | $0.3 |
 BKNG | 0.01% | 0.83% | $17.5 |
 BLK | 0.01% | 1.95% | $20.2 |
 V | 0.01% | 0.69% | $2.01 |
 AAPL | 0.01% | 0.33% | $0.97 |
 SPY | 0.01% | 0.96% | - |
 WM | 0.01% | 1.62% | $2.9 |
 NVDA | 0.01% | 0.12% | $0.02 |
 HD | 0.01% | 2.88% | $8.52 |
 META | 0.01% | 0.34% | $1 |
 ASML | 0.01% | 0.44% | $5.57 |
 GOOG | 0.01% | 0.25% | $0.2 |
 SBUX | 0.01% | 2.36% | $2.24 |
 ENR.DE | 0.01% | 0.48% | - |
 NOC | 0.01% | 1.83% | $7.67 |
 AIR.PA | 0.01% | 1.61% | $1.8 |
 RTX | 0.01% | 1.4% | $2.44 |
 ChinaTech | 0% | 1.2% | - |
 NTDOY | 0% | 2.26% | $0.24 |
 PYPL | 0% | 0.76% | - |
 CRM | 0% | 0.66% | $0.4 |
 LDO.MI | 0% | 1.25% | $0.28 |
 QQQ | 0% | 0.39% | - |
 0700.HK | 0% | 1.2% | $3.4 |
 ALB | 0% | 1.29% | $1.6 |
 01211.HK | 0% | 0.48% | $3.41 |
 TKA.DE | 0% | 0.99% | $0.15 |
 TSM | 0% | 0.7% | $1.74 |
 EL.PA | 0% | 2.67% | $3.95 |
 DroneTech | 0% | 0.72% | - |
 BigTech | 0% | 0.2% | - |
 AI-Revolution | 0% | 0.29% | - |
 IFX.DE | 0% | 0.62% | $0.35 |
 LLY | 0% | 0.58% | $4.86 |
 MA | 0% | 0.58% | $2.46 |
 A.US | 0% | 0.67% | $0.93 |
 LDOS | 0% | 1.27% | $1.5 |
 TEO | 0% | 0.35% | - |
 InTheGame | 0% | 0.27% | - |
 BABA | 0% | 0.91% | $0.98 |
 00285.HK | 0% | 0.71% | $0.59 |
 MU | 0% | 0.05% | $0.46 |
 XRX | 0% | 3.01% | $1 |
 LIN | 0% | 1.3% | $5.33 |
 VSNT | 0% | -1.94% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
WMT | Pay Day | Sep 8, 2026 | $0.25 |
Performance Metrics
Score 4.1/10
Beta
1.12
1.12
0
0.8
1.2
0
2
Sharpe Ratio
0.48
0.48
0
0.5
1
1.5
1.5
Sortino Ratio
0.81
0.81
0
1
2
3
3
Jensen's Alpha
-1.66
-1.66
-2
0
2
4.5
4.5
Omega Ratio
1
1
0
1
1.5
2.5
2.5
Treynor Ratio
0.99
0.99
0
0.75
1.25
2
2
Information Ratio
0
0
-1
0.3
0.6
1
1
Calmar Ratio
0.29
0.29
0
0.3
0.6
1
1
Beta
1.12
1.12
0
0.8
1.2
0
2
Sharpe Ratio
0.48
0.48
0
0.5
1
1.5
1.5
Sortino Ratio
0.81
0.81
0
1
2
3
3
Jensen's Alpha
-1.66
-1.66
-2
0
2
4.5
4.5
Omega Ratio
1
1
0
1
1.5
2.5
2.5
Treynor Ratio
0.99
0.99
0
0.75
1.25
2
2
Information Ratio
0
0
-1
0.3
0.6
1
1
Calmar Ratio
0.29
0.29
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
32.73
High:TKA.DE
795.17TKA.DELow:
CRWD
-3,974.1CRWDDetails
PEG Ratio
84.64
High:
CDNS
1,058.45CDNSLow:CRWD
-5,401.66CRWDDetails
Price/Book
11.68
High:MA
69.54MALow:DELL
-201.07DELLDetails
Price/Sales
8.67
High:
PLTR
62.4PLTRLow:
FTCHQ
-FTCHQDetails
Price/CF
23.47
High:
KTOS
668.08KTOSLow:XRX
0.98XRXDetails
Price/FCF
41.48
High:
TKMS.DE
74,521.77TKMS.DELow:GS
2.44GSDetails
P/E Ratio
32.73
High:TKA.DE
795.17TKA.DELow:CRWD
-3,974.1CRWDDetails
PEG Ratio
84.64
High:CDNS
1,058.45CDNSLow:CRWD
-5,401.66CRWDDetails
Price/Book
11.68
High:MA
69.54MALow:DELL
-201.07DELLDetails
Price/Sales
8.67
High:PLTR
62.4PLTRLow:FTCHQ
-FTCHQDetails
Price/CF
23.47
High:KTOS
668.08KTOSLow:XRX
0.98XRXDetails
Price/FCF
41.48
High:TKMS.DE
74,521.77TKMS.DELow:GS
2.44GSDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-46.07% | Feb 2021 | Nov 2024 | 45 |
-11.96% | Nov 2025 | May 2026 | 6 |
-8.93% | Apr 2020 | May 2020 | 1 |
-8.14% | Jun 2020 | Aug 2020 | 2 |
-8.04% | Feb 2025 | May 2025 | 3 |
-5.69% | Jun 2026 | Aug 2026 | 2 |
-2.09% | Dec 2024 | Jan 2025 | 1 |