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-2.36%
Today
-2.36%
This Month
-0.31%
Year To Date
+29.49%
2 Years
+88.17%
5 Years
+15.05%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading76.28%
- 💻 Electronic Technology7.69%
- 💵 Cash3.5%
- 🖥️ Technology Services2.12%
- 💰 Finance0.07%
Exchanges Breakdown
- Exchange
- Total
- 🇩🇪 FRA21.44%
- 🇺🇸 NYSE21.08%
- 🇺🇸 Nasdaq15.26%
- 🇬🇧 LSE9.5%
- 🌍 Digital Currency7.28%
- 🇭🇰 Hong Kong Exchanges2.35%
- 🇫🇷 Euronext Paris2.21%
- 🇩🇪 Xetra ETFs1.25%
- 🇪🇸 Bolsa De Madrid0.72%
- 🇨🇭 SIX0.44%
- 🇮🇹 Borsa Italiana0.43%
- 🇳🇱 Euronext Amsterdam0.23%
- 🇺🇸 Chicago Board Options Exchange0.2%
- 🇩🇰 Copenhagen Stock Exchange0.18%
- 🇦🇪 Dubai Financial Market0.13%
- 🇸🇪 Stockholm Stock Exchange0.11%
- 🇳🇴 Oslo Stock Exchange0.1%
- 🇫🇮 Helsinki Stock Exchange0.05%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States28.28%
- 🇩🇪 Germany21.38%
- 🇨🇦 Canada2.42%
- 🇨🇳 China2.37%
- 🇳🇱 Netherlands1.55%
- 🇫🇷 France1.28%
- 🇬🇧 United Kingdom0.98%
- 🇨🇭 Switzerland0.92%
- 🇪🇸 Spain0.72%
- 🇯🇵 Japan0.65%
- 🇰🇷 South Korea0.64%
- 🇱🇺 Luxembourg0.62%
- 🇹🇼 Taiwan0.45%
- 🇩🇰 Denmark0.45%
- 🇮🇹 Italy0.43%
- 🇬🇷 Greece0.25%
- 🇿🇦 South Africa0.23%
- 🇮🇳 India0.21%
- 🇰🇾 Cayman Islands0.16%
- 🇸🇪 Sweden0.11%
- 🇳🇴 Norway0.1%
- 🇮🇪 Ireland0.09%
- 🇫🇮 Finland0.05%
- 🇧🇷 Brazil0.03%
- 🇷🇺 Russia0%
Dividends
Dividend Yield
1.33%
12 out of 16 instruments pay dividend.
29 dividend payments in the next 30 days.
Highest Dividend: TheBigBanks (4.1%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 DAX40-Investment | 0.38% | 2.62% | - |
 TheBigBanks | 0.27% | 4.1% | - |
 WarrenBuffet-CF | 0.25% | 1.75% | - |
 IlMatematico | 0.2% | 1.4% | - |
 JeppeKirkBonde | 0.11% | 1.55% | - |
 RHM.DE | 0.05% | 0.6% | $5.7 |
 GoldWorldWide | 0.04% | 1.15% | - |
 Chip-Tech | 0.02% | 0.86% | - |
 Core-Moderate | 0.01% | 0.96% | - |
 BLK | 0% | 2.28% | $20.2 |
 HAG.DE | 0% | 0.64% | $0.4 |
 Core-Equity | 0% | 0.06% | - |
Next Dividends
Performance Metrics
Score 6/10
Beta
0.79
0.79
0
0.8
1.2
0
2
Sharpe Ratio
0.67
0.67
0
0.5
1
1.5
1.5
Sortino Ratio
1.13
1.13
0
1
2
3
3
Jensen's Alpha
3.13
3.13
-2
0
2
4.5
4.5
Omega Ratio
1.04
1.04
0
1
1.5
2.5
2.5
Treynor Ratio
1.3
1.3
0
0.75
1.25
2
2
Information Ratio
0.05
0.05
0
0.3
0.6
1
1
Calmar Ratio
0.41
0.41
0
0.3
0.6
1
1
Beta
0.79
0.79
0
0.8
1.2
0
2
Sharpe Ratio
0.67
0.67
0
0.5
1
1.5
1.5
Sortino Ratio
1.13
1.13
0
1
2
3
3
Jensen's Alpha
3.13
3.13
-2
0
2
4.5
4.5
Omega Ratio
1.04
1.04
0
1
1.5
2.5
2.5
Treynor Ratio
1.3
1.3
0
0.75
1.25
2
2
Information Ratio
0.05
0.05
0
0.3
0.6
1
1
Calmar Ratio
0.41
0.41
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
122.09
High:
PLTR
462.45PLTRLow:
BLK
22.9BLKDetails
PEG Ratio
267.07
High:PLTR
411.49PLTRLow:
APP
18.21APPDetails
Price/Book
19.07
High:APP
90.61APPLow:BLK
3.14BLKDetails
Price/Sales
11.25
High:PLTR
77.16PLTRLow:
HAG.DE
3.23HAG.DEDetails
Price/CF
25.4
High:PLTR
165.72PLTRLow:HAG.DE
12.81HAG.DEDetails
Price/FCF
53.73
High:PLTR
167.55PLTRLow:
RHM.DE
33.36RHM.DEDetails
P/E Ratio
122.09
High:PLTR
462.45PLTRLow:BLK
22.9BLKDetails
PEG Ratio
267.07
High:PLTR
411.49PLTRLow:APP
18.21APPDetails
Price/Book
19.07
High:APP
90.61APPLow:BLK
3.14BLKDetails
Price/Sales
11.25
High:PLTR
77.16PLTRLow:HAG.DE
3.23HAG.DEDetails
Price/CF
25.4
High:PLTR
165.72PLTRLow:HAG.DE
12.81HAG.DEDetails
Price/FCF
53.73
High:PLTR
167.55PLTRLow:RHM.DE
33.36RHM.DEDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-33.95% | Nov 2021 | Feb 2024 | 27 |
-6.54% | Apr 2024 | Jul 2024 | 3 |
-6.37% | Sep 2021 | Oct 2021 | 1 |
-6.03% | May 2021 | Aug 2021 | 3 |
-2.97% | Feb 2025 | - | 2 |
-2.31% | Dec 2024 | Jan 2025 | 1 |
-1.62% | Oct 2024 | Nov 2024 | 1 |
-0.31% | Aug 2024 | Sep 2024 | 1 |