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-2.46%
This Month
+11.94%
Year To Date
+23.5%
2 Years
-8.78%
5 Years
-8.78%
10 Years
-2.14%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies27.57%
- 💻 Electronic Technology10.95%
- 🖥️ Technology Services10.87%
- 🚗 Consumer Durables7.34%
- 🍞 Consumer Non Durables6.79%
- 🛍️ Retail Trade6.31%
- 🧪 Process Industries5.99%
- ⛏️ Energy Minerals5.16%
- 🛠️ Producer Manufacturing4.92%
- ⚡ Utilities4.33%
- 💼 Commercial Services4.21%
- 🧬 Health Technology2.68%
- 💰 Finance1.6%
- 🧩 Miscellaneous1.22%
- 💵 Cash0.04%
- 💇♀️ Consumer Services0.01%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE30.3%
- 🌍 Digital Currency27.57%
- 🇺🇸 Nasdaq26.46%
- 🇩🇪 FRA12.77%
- 🇬🇧 LSE2.84%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States43.73%
- 🇩🇪 Germany12.77%
- 🇨🇳 China7.39%
- 🇨🇦 Canada3.26%
- 🇬🇧 United Kingdom2.84%
- 🇮🇱 Israel2.32%
- 🇸🇪 Sweden0.06%
Dividends
Dividend Yield
1.03%
15 out of 46 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $VOW3.DE (5.97%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 VOW3.DE | 0.18% | 5.97% | $9.06 |
 IMB.L | 0.14% | 5.04% | $1.49 |
 BAS.DE | 0.14% | 5.06% | $3.4 |
 NEE | 0.12% | 2.81% | $1.97 |
 PG | 0.11% | 2.88% | $3.83 |
 MAIN | 0.08% | 5.07% | $2.85 |
 SSSS | 0.07% | 5.49% | $7.25 |
 CSCO | 0.04% | 2.12% | $1.58 |
 POWI | 0.03% | 2.34% | $0.79 |
 BC8.DE | 0.03% | 1.61% | $0.7 |
 MSFT | 0.02% | 0.73% | $3 |
 ENR.DE | 0.02% | 0.59% | - |
 IFX.DE | 0.01% | 0.97% | $0.35 |
 PYPL | 0.01% | 0.23% | - |
 TMO | 0.01% | 0.31% | $1.48 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 2.4/10
Beta
1.52
1.52
0
0.8
1.2
0
2
Sharpe Ratio
0.03
0.03
0
0.5
1
1.5
1.5
Sortino Ratio
0.05
0.05
0
1
2
3
3
Jensen's Alpha
-14.08
-14.08
-15
0
2
4.5
4.5
Omega Ratio
0.76
0.76
0
1
1.5
2.5
2.5
Treynor Ratio
0.06
0.06
0
0.75
1.25
2
2
Information Ratio
-0.36
-0.36
-1
0.3
0.6
1
1
Calmar Ratio
-0.03
-0.03
-1
0.3
0.6
1
1
Beta
1.52
1.52
0
0.8
1.2
0
2
Sharpe Ratio
0.03
0.03
0
0.5
1
1.5
1.5
Sortino Ratio
0.05
0.05
0
1
2
3
3
Jensen's Alpha
-14.08
-14.08
-15
0
2
4.5
4.5
Omega Ratio
0.76
0.76
0
1
1.5
2.5
2.5
Treynor Ratio
0.06
0.06
0
0.75
1.25
2
2
Information Ratio
-0.36
-0.36
-1
0.3
0.6
1
1
Calmar Ratio
-0.03
-0.03
-1
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
31.95
High:
BAS.DE
144.66BAS.DELow:
AVXL
-7.61AVXLDetails
PEG Ratio
81.07
High:
TMO
402.79TMOLow:
NIO
-135.7NIODetails
Price/Book
5.58
High:NIO
21.73NIOLow:
AMC
-0.57AMCDetails
Price/Sales
4.55
High:
MSFT
12.07MSFTLow:AVXL
-AVXLDetails
Price/CF
20.71
High:
TLRY
53.55TLRYLow:
VOW3.DE
2.99VOW3.DEDetails
Price/FCF
59.96
High:
NEE
2,356.18NEELow:
FVRR
7.85FVRRDetails
P/E Ratio
31.95
High:BAS.DE
144.66BAS.DELow:AVXL
-7.61AVXLDetails
PEG Ratio
81.07
High:TMO
402.79TMOLow:NIO
-135.7NIODetails
Price/Book
5.58
High:NIO
21.73NIOLow:AMC
-0.57AMCDetails
Price/Sales
4.55
High:MSFT
12.07MSFTLow:AVXL
-AVXLDetails
Price/CF
20.71
High:TLRY
53.55TLRYLow:VOW3.DE
2.99VOW3.DEDetails
Price/FCF
59.96
High:NEE
2,356.18NEELow:FVRR
7.85FVRRDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-55.02% | Nov 2021 | Oct 2025 | 47 |
-22.21% | Nov 2025 | - | 2 |
-18.38% | May 2021 | Oct 2021 | 5 |