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+9.34%
This Month
+7.07%
Year To Date
+47.36%
2 Years
+74.02%
5 Years
+145.12%
10 Years
+15.21%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services17.69%
- 💻 Electronic Technology17.4%
- 👥 Copy Trading14.53%
- 🚗 Consumer Durables13.38%
- 🧬 Health Technology5.57%
- 💰 Finance5.38%
- 🍞 Consumer Non Durables3.62%
- 🛍️ Retail Trade3.21%
- 💇♀️ Consumer Services2.84%
- ⛏️ Energy Minerals2.63%
- 🛠️ Producer Manufacturing2.42%
- 🪨 Non Energy Minerals1.37%
- 🪙 Cryptocurrencies1.35%
- 💵 Cash1.31%
- 📦 Distribution Services1.29%
- ⚡ Utilities1.25%
- 🧪 Process Industries1.01%
- 🏥 Health Services0.86%
- 📊 ETFs0.73%
- 🚚 Transportation0.68%
- 📡 Communications0.68%
- 💼 Commercial Services0.62%
- 🏭 Industrial Services0.48%
- 🧩 Miscellaneous0.12%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq43.96%
- 🇺🇸 NYSE40.66%
- 🇩🇪 FRA7.34%
- 🇩🇪 Xetra ETFs2.1%
- 🇬🇧 LSE1.81%
- 🌍 Digital Currency1.35%
- 🇭🇰 Hong Kong Exchanges0.95%
- 🇫🇷 Euronext Paris0.67%
- 🇳🇴 Oslo Stock Exchange0.06%
- 🇪🇸 Bolsa De Madrid0.06%
- 🇳🇱 Euronext Amsterdam0.03%
- 🇨🇭 SIX0.03%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States76.54%
- 🇩🇪 Germany7.34%
- 🇨🇦 Canada2.01%
- 🇨🇳 China1.39%
- 🇬🇧 United Kingdom1.17%
- 🇱🇺 Luxembourg1.17%
- 🇨🇭 Switzerland0.78%
- 🇰🇷 South Korea0.62%
- 🇯🇵 Japan0.57%
- 🇳🇱 Netherlands0.55%
- 🇫🇷 France0.46%
- 🇮🇪 Ireland0.24%
- 🇮🇹 Italy0.19%
- 🇭🇰 Hong Kong0.12%
- 🇮🇱 Israel0.11%
- 🇹🇼 Taiwan0.09%
- 🇩🇰 Denmark0.08%
- 🇳🇴 Norway0.06%
- 🇪🇸 Spain0.06%
- 🇷🇺 Russia0.02%
- 🇺🇾 Uruguay0.01%
Dividends
Dividend Yield
1.64%
139 out of 180 instruments pay dividend.
68 dividend payments in the next 30 days.
Highest Dividend: $OGZDL.L (67.74%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 VOW3.DE | 0.16% | 7.05% | $9.06 |
 MBG.DE | 0.13% | 6.75% | $5.3 |
 DonFan | 0.1% | 1.81% | - |
 WHR | 0.07% | 7.77% | $7 |
 BMW.DE | 0.06% | 5.28% | $6 |
 MSFT | 0.04% | 0.85% | $3 |
 MO | 0.04% | 6.51% | $3.92 |
 CSCO | 0.03% | 1.88% | $1.58 |
 adam254 | 0.03% | 0.46% | - |
 PFE | 0.03% | 6.24% | $1.66 |
 USB | 0.03% | 3.61% | $1.94 |
 JNJ | 0.03% | 2.25% | $4.81 |
 ABBV | 0.03% | 3.3% | $6.06 |
 ENB | 0.03% | 5.3% | $2.66 |
 SWK | 0.02% | 4.43% | $3.24 |
 SHEL | 0.02% | 3.29% | $2.7 |
 MCD | 0.02% | 2.36% | $6.53 |
 UNH | 0.02% | 2.72% | $7.74 |
 O | 0.02% | 4.98% | $3.09 |
 T | 0.02% | 4.24% | $1.11 |
 MRK | 0.02% | 2.84% | $3.04 |
 MMM | 0.02% | 1.96% | $5.21 |
 CVX | 0.02% | 3.77% | $6.28 |
 PSX | 0.02% | 3.14% | $4.3 |
 SPG | 0.02% | 4.17% | $7.75 |
 B | 0.02% | 1.97% | $0.4 |
 F | 0.02% | 4.68% | $0.78 |
 CON.DE | 0.02% | 4.06% | $2.2 |
 ED | 0.02% | 3.14% | $3.28 |
 PEP | 0.02% | 3.63% | $5.15 |
 KO | 0.02% | 2.73% | $1.89 |
 XOM | 0.01% | 2.73% | $3.76 |
 D | 0.01% | 4.3% | $2.67 |
 OGZDL.L | 0.01% | 67.74% | - |
 DELL | 0.01% | 1.07% | $1.63 |
 WFC | 0.01% | 2.13% | $1.4 |
 AMGN | 0.01% | 2.8% | $8.76 |
 RNO.PA | 0.01% | 6.94% | $1.85 |
 RSchieber | 0.01% | 0.61% | - |
 DIS | 0.01% | 1.41% | $0.75 |
 GOOG | 0.01% | 0.25% | $0.2 |
 GILD | 0.01% | 2.35% | $3.04 |
 PM | 0.01% | 3.66% | $5.2 |
 JPM | 0.01% | 1.86% | $4.4 |
 SYY | 0.01% | 2.83% | $2.01 |
 SU | 0.01% | 2.77% | $1.59 |
 PPG | 0.01% | 2.46% | $2.6 |
 V | 0.01% | 0.8% | $2.01 |
 IBM | 0.01% | 2.64% | $6.65 |
 CAH | 0.01% | 0.97% | $2.01 |
 TM | 0.01% | 2.62% | $4.64 |
 META | 0.01% | 0.31% | $1 |
 CLX | 0.01% | 4.81% | $4.8 |
 GPC | 0.01% | 3.74% | $3.9 |
 HRL | 0.01% | 5.44% | $1.12 |
 ADP | 0.01% | 3.08% | $5.45 |
 EMR | 0.01% | 1.49% | $2.1 |
 KMB | 0.01% | 5.13% | $4.8 |
 PG | 0.01% | 2.85% | $3.83 |
 TGT | 0.01% | 3.51% | $4.42 |
 HD | 0.01% | 2.65% | $8.52 |
 DE | 0.01% | 1.09% | $5.76 |
 DPZ | 0.01% | 1.95% | $5.44 |
 MDT.US | 0.01% | 3.33% | $2.77 |
 SBUX | 0.01% | 2.48% | $2.24 |
 HEN3.DE | 0.01% | 3.12% | $1.85 |
 PAH3.DE | 0.01% | 5.8% | $2.56 |
 AAPL | 0.01% | 0.38% | $0.97 |
 HOG | 0.01% | 3.04% | $0.68 |
 MU | 0.01% | 0.11% | $0.46 |
 DTE.DE | 0.01% | 3.38% | $0.77 |
 GM | 0% | 0.78% | $0.42 |
 WMT | 0% | 0.77% | $0.81 |
 VFC | 0% | 1.67% | $0.57 |
 HPQ | 0% | 6.01% | $1.1 |
 NUE | 0% | 1.1% | $2.13 |
 0992.HK | 0% | 3.49% | $0.38 |
 MKC | 0% | 3.46% | $1.62 |
 FDX | 0% | 1.47% | $5.16 |
 BEN | 0% | 4.78% | $1.23 |
 UPS | 0% | 6.13% | $6.5 |
 SO | 0% | 3.16% | $2.82 |
 AXP | 0% | 1.03% | $2.6 |
 NEE | 0% | 2.52% | $1.97 |
 AIR.PA | 0% | 1.81% | $1.8 |
 FRT | 0% | 4.01% | $4.36 |
 LLY | 0% | 0.68% | $4.86 |
 SMSN.L | 0% | 0.58% | $23.68 |
 FR.PA | 0% | 3.91% | $0.4 |
 TROW | 0% | 5.25% | $4.92 |
 RTX | 0% | 1.39% | $2.44 |
 TRV | 0% | 1.47% | $4.05 |
 KHC | 0% | 7.21% | $1.6 |
 BDX | 0% | 2.64% | $3.76 |
 ADS.DE | 0% | 1.94% | $0.7 |
 PHM | 0% | 0.76% | $0.76 |
 CL | 0% | 2.49% | $1.96 |
 ATO | 0% | 2.01% | $3.16 |
 CINF | 0% | 2.17% | $3.12 |
 LOW | 0% | 1.9% | $4.45 |
 NKE | 0% | 3.48% | $1.45 |
 ORA.PA | 0% | 4.24% | $0.72 |
 BAC | 0% | 2.04% | $0.96 |
 NVO | 0% | 3.04% | $0.98 |
 DOV | 0% | 0.95% | $2.04 |
 ITW | 0% | 2.33% | $5.6 |
 CB | 0% | 1.18% | $3.49 |
 RACE | 0% | 1.14% | $2.64 |
 DAL | 0% | 1% | $0.3 |
 STZ | 0% | 2.56% | $3.68 |
 SHW | 0% | 0.93% | $2.64 |
 MA | 0% | 0.63% | $2.46 |
 GD | 0% | 1.83% | $5.48 |
 ABT | 0% | 2.55% | $2.16 |
 NHY.OL | 0% | 2.89% | $2.5 |
 PUM.DE | 0% | 2.34% | $0.82 |
 PNR | 0% | 1.16% | $0.91 |
 DIA.US | 0% | 1.42% | - |
 GRMN | 0% | 0.34% | $3.71 |
 LIN | 0% | 1.22% | $5.33 |
 COST | 0% | 0.51% | $19.22 |
 ASML | 0% | 0.51% | $5.57 |
 GE | 0% | 0.51% | $0.44 |
 BABA | 0% | 0.73% | $0.98 |
 ECL | 0% | 1% | $2.24 |
 MC.PA | 0% | 2.66% | $13 |
 ROP | 0% | 0.96% | $2.93 |
 SONY | 0% | 0.49% | $0.49 |
 BAYN.DE | 0% | 0.27% | $0.11 |
 SAP.DE | 0% | 1.66% | $2.2 |
 NESN.ZU | 0% | 4.06% | $3 |
 MCO | 0% | 0.86% | $3.24 |
 BWA | 0% | 1.11% | $0.44 |
 SPGI | 0% | 0.88% | $3.62 |
 HEIA.NV | 0% | 2.75% | $1.73 |
 0700.HK | 0% | 1.02% | $3.4 |
 LEG | 0% | 1.67% | $1.43 |
 PYPL | 0% | 0.55% | - |
 VLTO | 0% | -0.53% | $-0.27 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
GE | Pay Day | Apr 27, 2026 | $0.47 |
MKC | Pay Day | Apr 27, 2026 | $0.48 |
HEIA.NV | Ex-Dividend | Apr 27, 2026 | $1.37 |
GE (DonFan) | Pay Day | Apr 27, 2026 | $0.47 |
MC.PA | Ex-Dividend | Apr 28, 2026 | $8.60 |
MC.PA (DonFan) | Ex-Dividend | Apr 28, 2026 | $8.60 |
STZ | Ex-Dividend | Apr 29, 2026 | $1.03 |
STZ (DonFan) | Ex-Dividend | Apr 29, 2026 | $1.03 |
 ITX.MC (DonFan) | Ex-Dividend | Apr 29, 2026 | $1.02 |
JPM | Pay Day | Apr 30, 2026 | $1.50 |
CON.DE | Ex-Dividend | Apr 30, 2026 | $3.13 |
MC.PA | Pay Day | Apr 30, 2026 | $8.60 |
 MOMO | Pay Day | Apr 30, 2026 | $0.28 |
MO | Pay Day | Apr 30, 2026 | $1.06 |
O | Ex-Dividend | Apr 30, 2026 | $0.27 |
VLTO | Pay Day | Apr 30, 2026 | -$0.13 |
JPM (DonFan) | Pay Day | Apr 30, 2026 | $1.50 |
CON.DE (DonFan) | Ex-Dividend | Apr 30, 2026 | $3.13 |
MC.PA (DonFan) | Pay Day | Apr 30, 2026 | $8.60 |
MO (DonFan) | Pay Day | Apr 30, 2026 | $1.06 |
 SYK (DonFan) | Pay Day | Apr 30, 2026 | $0.88 |
O (DonFan) | Ex-Dividend | Apr 30, 2026 | $0.27 |
VLTO (DonFan) | Pay Day | Apr 30, 2026 | -$0.13 |
T | Pay Day | May 1, 2026 | $0.28 |
COST | Ex-Dividend | May 1, 2026 | $1.47 |
DELL | Pay Day | May 1, 2026 | $0.63 |
PNR | Pay Day | May 1, 2026 | $0.27 |
T (DonFan) | Pay Day | May 1, 2026 | $0.28 |
COST (DonFan) | Ex-Dividend | May 1, 2026 | $1.47 |
 GIS (DonFan) | Pay Day | May 1, 2026 | $0.61 |
T (adam254) | Pay Day | May 1, 2026 | $0.28 |
PNR (adam254) | Pay Day | May 1, 2026 | $0.27 |
COST (RSchieber) | Ex-Dividend | May 1, 2026 | $1.47 |
ITX.MC (DonFan) | Pay Day | May 4, 2026 | $1.02 |
 CVS (DonFan) | Pay Day | May 4, 2026 | $0.67 |
CON.DE | Pay Day | May 5, 2026 | $3.13 |
RACE | Pay Day | May 5, 2026 | $4.27 |
HEIA.NV | Pay Day | May 5, 2026 | $1.37 |
CON.DE (DonFan) | Pay Day | May 5, 2026 | $3.13 |
 PNC (DonFan) | Pay Day | May 5, 2026 | $1.70 |
 TXN (RSchieber) | Ex-Dividend | May 5, 2026 | $1.42 |
SAP.DE | Ex-Dividend | May 6, 2026 | $2.95 |
LOW | Pay Day | May 6, 2026 | $1.20 |
LOW (DonFan) | Pay Day | May 6, 2026 | $1.20 |
AXP | Pay Day | May 8, 2026 | $0.95 |
WMT | Ex-Dividend | May 8, 2026 | $0.25 |
MA | Pay Day | May 8, 2026 | $0.87 |
SAP.DE | Pay Day | May 8, 2026 | $2.95 |
RNO.PA | Ex-Dividend | May 8, 2026 | $2.60 |
DE | Pay Day | May 8, 2026 | $1.62 |
GD | Pay Day | May 8, 2026 | $1.59 |
CLX | Pay Day | May 8, 2026 | $1.24 |
NHY.OL | Ex-Dividend | May 8, 2026 | $3.00 |
WMT (DonFan) | Ex-Dividend | May 8, 2026 | $0.25 |
MA (DonFan) | Pay Day | May 8, 2026 | $0.87 |
RNO.PA (DonFan) | Ex-Dividend | May 8, 2026 | $2.60 |
DE (DonFan) | Pay Day | May 8, 2026 | $1.62 |
GD (DonFan) | Pay Day | May 8, 2026 | $1.59 |
CLX (DonFan) | Pay Day | May 8, 2026 | $1.24 |
WMT (adam254) | Ex-Dividend | May 8, 2026 | $0.25 |
MA (adam254) | Pay Day | May 8, 2026 | $0.87 |
GD (adam254) | Pay Day | May 8, 2026 | $1.59 |
NUE | Pay Day | May 11, 2026 | $0.56 |
PPG | Ex-Dividend | May 11, 2026 | $0.71 |
NUE (DonFan) | Pay Day | May 11, 2026 | $0.56 |
NUE (adam254) | Pay Day | May 11, 2026 | $0.56 |
RNO.PA | Pay Day | May 12, 2026 | $2.60 |
RNO.PA (DonFan) | Pay Day | May 12, 2026 | $2.60 |
TGT | Ex-Dividend | May 13, 2026 | $1.14 |
ED | Ex-Dividend | May 13, 2026 | $0.89 |
STZ | Pay Day | May 14, 2026 | $1.03 |
STZ (DonFan) | Pay Day | May 14, 2026 | $1.03 |
PG | Pay Day | May 15, 2026 | $1.09 |
CL | Pay Day | May 15, 2026 | $0.53 |
SBUX | Ex-Dividend | May 15, 2026 | $0.62 |
AMGN | Ex-Dividend | May 15, 2026 | $2.52 |
ABBV | Pay Day | May 15, 2026 | $1.73 |
COST | Pay Day | May 15, 2026 | $1.47 |
ABT | Pay Day | May 15, 2026 | $0.63 |
HRL | Pay Day | May 15, 2026 | $0.29 |
0700.HK | Ex-Dividend | May 15, 2026 | $0.68 |
O | Pay Day | May 15, 2026 | $0.27 |
PG (DonFan) | Pay Day | May 15, 2026 | $1.09 |
CL (DonFan) | Pay Day | May 15, 2026 | $0.53 |
SBUX (DonFan) | Ex-Dividend | May 15, 2026 | $0.62 |
AMGN (DonFan) | Ex-Dividend | May 15, 2026 | $2.52 |
 ACN (DonFan) | Pay Day | May 15, 2026 | $1.63 |
ABBV (DonFan) | Pay Day | May 15, 2026 | $1.73 |
COST (DonFan) | Pay Day | May 15, 2026 | $1.47 |
 KR (DonFan) | Ex-Dividend | May 15, 2026 | $0.35 |
HRL (DonFan) | Pay Day | May 15, 2026 | $0.29 |
O (DonFan) | Pay Day | May 15, 2026 | $0.27 |
ABBV (adam254) | Pay Day | May 15, 2026 | $1.73 |
 CTAS (adam254) | Ex-Dividend | May 15, 2026 | $0.45 |
SBUX (RSchieber) | Ex-Dividend | May 15, 2026 | $0.62 |
AMGN (RSchieber) | Ex-Dividend | May 15, 2026 | $2.52 |
COST (RSchieber) | Pay Day | May 15, 2026 | $1.47 |
PSX | Ex-Dividend | May 18, 2026 | $1.27 |
PSX (DonFan) | Ex-Dividend | May 18, 2026 | $1.27 |
NHY.OL | Pay Day | May 19, 2026 | $3.00 |
 CAT (DonFan) | Pay Day | May 19, 2026 | $1.51 |
CAT (adam254) | Pay Day | May 19, 2026 | $1.51 |
TXN (RSchieber) | Pay Day | May 19, 2026 | $1.42 |
MSFT | Ex-Dividend | May 21, 2026 | $0.91 |
MSFT (DonFan) | Ex-Dividend | May 21, 2026 | $0.91 |
MSFT (adam254) | Ex-Dividend | May 21, 2026 | $0.91 |
MSFT (RSchieber) | Ex-Dividend | May 21, 2026 | $0.91 |
 AMAT (RSchieber) | Ex-Dividend | May 21, 2026 | $0.53 |
JNJ | Ex-Dividend | May 26, 2026 | $1.34 |
WMT | Pay Day | May 26, 2026 | $0.25 |
FR.PA | Ex-Dividend | May 26, 2026 | $0.51 |
JNJ (DonFan) | Ex-Dividend | May 26, 2026 | $1.34 |
WMT (DonFan) | Pay Day | May 26, 2026 | $0.25 |
FR.PA (DonFan) | Ex-Dividend | May 26, 2026 | $0.51 |
WMT (adam254) | Pay Day | May 26, 2026 | $0.25 |
FR.PA | Pay Day | May 28, 2026 | $0.51 |
FR.PA (DonFan) | Pay Day | May 28, 2026 | $0.51 |
SBUX | Pay Day | May 29, 2026 | $0.62 |
SBUX (DonFan) | Pay Day | May 29, 2026 | $0.62 |
SBUX (RSchieber) | Pay Day | May 29, 2026 | $0.62 |
 TMUS (RSchieber) | Ex-Dividend | May 29, 2026 | $1.02 |
PSX | Pay Day | Jun 1, 2026 | $1.27 |
TGT | Pay Day | Jun 1, 2026 | $1.14 |
0700.HK | Pay Day | Jun 1, 2026 | $0.68 |
PSX (DonFan) | Pay Day | Jun 1, 2026 | $1.27 |
KR (DonFan) | Pay Day | Jun 1, 2026 | $0.35 |
 QCOM (RSchieber) | Ex-Dividend | Jun 4, 2026 | $0.92 |
AMGN | Pay Day | Jun 5, 2026 | $2.52 |
AMGN (DonFan) | Pay Day | Jun 5, 2026 | $2.52 |
AMGN (RSchieber) | Pay Day | Jun 5, 2026 | $2.52 |
JNJ | Pay Day | Jun 9, 2026 | $1.34 |
JNJ (DonFan) | Pay Day | Jun 9, 2026 | $1.34 |
TRV | Ex-Dividend | Jun 10, 2026 | $1.25 |
TRV (DonFan) | Ex-Dividend | Jun 10, 2026 | $1.25 |
MSFT | Pay Day | Jun 11, 2026 | $0.91 |
ORA.PA | Ex-Dividend | Jun 11, 2026 | $0.53 |
MSFT (DonFan) | Pay Day | Jun 11, 2026 | $0.91 |
MSFT (adam254) | Pay Day | Jun 11, 2026 | $0.91 |
 TSM (adam254) | Ex-Dividend | Jun 11, 2026 | $0.95 |
MSFT (RSchieber) | Pay Day | Jun 11, 2026 | $0.91 |
AMAT (RSchieber) | Pay Day | Jun 11, 2026 | $0.53 |
TMUS (RSchieber) | Pay Day | Jun 11, 2026 | $1.02 |
PPG | Pay Day | Jun 12, 2026 | $0.71 |
ADP | Ex-Dividend | Jun 12, 2026 | $1.70 |
ADP (DonFan) | Ex-Dividend | Jun 12, 2026 | $1.70 |
ADP (adam254) | Ex-Dividend | Jun 12, 2026 | $1.70 |
ADP (RSchieber) | Ex-Dividend | Jun 12, 2026 | $1.70 |
ORA.PA | Pay Day | Jun 15, 2026 | $0.53 |
ED | Pay Day | Jun 15, 2026 | $0.89 |
GRMN | Ex-Dividend | Jun 15, 2026 | $1.05 |
CTAS (adam254) | Pay Day | Jun 15, 2026 | $0.45 |
QCOM (RSchieber) | Pay Day | Jun 25, 2026 | $0.92 |
GRMN | Pay Day | Jun 26, 2026 | $1.05 |
DIS | Ex-Dividend | Jun 30, 2026 | $0.75 |
TRV | Pay Day | Jun 30, 2026 | $1.25 |
DIS (DonFan) | Ex-Dividend | Jun 30, 2026 | $0.75 |
TRV (DonFan) | Pay Day | Jun 30, 2026 | $1.25 |
ADP | Pay Day | Jul 1, 2026 | $1.70 |
ADP (DonFan) | Pay Day | Jul 1, 2026 | $1.70 |
ADP (adam254) | Pay Day | Jul 1, 2026 | $1.70 |
ADP (RSchieber) | Pay Day | Jul 1, 2026 | $1.70 |
SYY | Ex-Dividend | Jul 2, 2026 | $0.55 |
SYY (DonFan) | Ex-Dividend | Jul 2, 2026 | $0.55 |
TSM (adam254) | Pay Day | Jul 9, 2026 | $0.95 |
DIS | Pay Day | Jul 22, 2026 | $0.75 |
DIS (DonFan) | Pay Day | Jul 22, 2026 | $0.75 |
SYY | Pay Day | Jul 24, 2026 | $0.55 |
SYY (DonFan) | Pay Day | Jul 24, 2026 | $0.55 |
Performance Metrics
Score 6.2/10
Beta
0.9
0.9
0
0.8
1.2
0
2
Sharpe Ratio
0.7
0.7
0
0.5
1
1.5
1.5
Sortino Ratio
1.19
1.19
0
1
2
3
3
Jensen's Alpha
2.25
2.25
-2
0
2
4.5
4.5
Omega Ratio
1.16
1.16
0
1
1.5
2.5
2.5
Treynor Ratio
1.07
1.07
0
0.75
1.25
2
2
Information Ratio
0.19
0.19
0
0.3
0.6
1
1
Calmar Ratio
0.61
0.61
0
0.3
0.6
1
1
Beta
0.9
0.9
0
0.8
1.2
0
2
Sharpe Ratio
0.7
0.7
0
0.5
1
1.5
1.5
Sortino Ratio
1.19
1.19
0
1
2
3
3
Jensen's Alpha
2.25
2.25
-2
0
2
4.5
4.5
Omega Ratio
1.16
1.16
0
1
1.5
2.5
2.5
Treynor Ratio
1.07
1.07
0
0.75
1.25
2
2
Information Ratio
0.19
0.19
0
0.3
0.6
1
1
Calmar Ratio
0.61
0.61
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
31.17
High:
TSLA
364.78TSLALow:
INTC
-836.39INTCDetails
PEG Ratio
110.52
High:SU
3,388.67SULow:
FROG
-5,563.03FROGDetails
Price/Book
7.49
High:CL
1,273.15CLLow:MCD
-121.85MCDDetails
Price/Sales
5.84
High:
SPCE
121.89SPCELow:FR.PA
0.13FR.PADetails
Price/CF
21.13
High:
BA
163.87BALow:FR.PA
1.39FR.PADetails
Price/FCF
54.52
High:NUE
5,649.81NUELow:FR.PA
2.44FR.PADetails
P/E Ratio
31.17
High:TSLA
364.78TSLALow:INTC
-836.39INTCDetails
PEG Ratio
110.52
High:SU
3,388.67SULow:FROG
-5,563.03FROGDetails
Price/Book
7.49
High:CL
1,273.15CLLow:MCD
-121.85MCDDetails
Price/Sales
5.84
High:SPCE
121.89SPCELow:FR.PA
0.13FR.PADetails
Price/CF
21.13
High:BA
163.87BALow:FR.PA
1.39FR.PADetails
Price/FCF
54.52
High:NUE
5,649.81NUELow:FR.PA
2.44FR.PADetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-22.59% | Jan 2022 | Jul 2023 | 18 |
-13.41% | Feb 2020 | May 2020 | 3 |
-10.18% | Aug 2023 | Dec 2023 | 4 |
-7.01% | Mar 2026 | Apr 2026 | 1 |
-6.29% | Mar 2025 | Jun 2025 | 3 |
-5.81% | Sep 2020 | Nov 2020 | 2 |
-3.75% | Sep 2021 | Oct 2021 | 1 |
-3.72% | Apr 2024 | Jul 2024 | 3 |
-2.69% | Nov 2021 | Dec 2021 | 1 |
-1.95% | Dec 2024 | Jan 2025 | 1 |
-1.37% | Oct 2024 | Nov 2024 | 1 |
-0.74% | Jul 2021 | Aug 2021 | 1 |