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+3.64%
This Month
+49.63%
Year To Date
+87.07%
2 Years
+82.59%
5 Years
+82.59%
10 Years
+12.8%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology41.12%
- 👥 Copy Trading39.02%
- 📊 ETFs11.44%
- 💰 Finance1.89%
- 💵 Cash1.45%
- 🖥️ Technology Services1.15%
- 🛍️ Retail Trade1.1%
- 🏥 Health Services1%
- ⚡ Utilities0.67%
- 📡 Communications0.5%
- 🧬 Health Technology0.46%
- 🛠️ Producer Manufacturing0.3%
- 🚗 Consumer Durables0.02%
- ❓ Other0%
Exchanges Breakdown
- Exchange
- Total
- 🇩🇪 FRA21.8%
- 🇺🇸 NYSE20.28%
- 🇬🇧 LSE17.17%
- 🇺🇸 Nasdaq15.36%
- 🇫🇷 Euronext Paris6.96%
- 🇸🇪 Stockholm Stock Exchange4.03%
- 🇭🇰 Hong Kong Exchanges2.11%
- 🇳🇴 Oslo Stock Exchange1.48%
- 🇩🇪 Xetra ETFs0.96%
- 🇩🇰 Copenhagen Stock Exchange0.53%
- 🇦🇺 Sydney0.39%
- 🌍 FX0.37%
- 🇫🇮 Helsinki Stock Exchange0.33%
- 🌍 Digital Currency0.31%
- 🇮🇹 Borsa Italiana0.24%
- 🇪🇸 Bolsa De Madrid0.13%
- Abu Dhabi0.07%
- 🇨🇭 SIX0.06%
- 🇳🇱 Euronext Amsterdam0.05%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States23.06%
- 🇩🇪 Germany22%
- 🇬🇧 United Kingdom12.51%
- 🇫🇷 France6.33%
- 🇸🇪 Sweden4.11%
- 🇨🇳 China2.03%
- 🇳🇴 Norway1.52%
- 🇹🇼 Taiwan1.47%
- 🇯🇵 Japan1.24%
- 🇬🇷 Greece1.01%
- 🇩🇰 Denmark0.78%
- 🇺🇾 Uruguay0.74%
- 🇳🇱 Netherlands0.72%
- 🇫🇮 Finland0.42%
- 🇦🇺 Australia0.39%
- 🇧🇲 Bermuda0.31%
- 🇭🇰 Hong Kong0.25%
- 🇮🇹 Italy0.24%
- 🇮🇪 Ireland0.22%
- 🇧🇷 Brazil0.22%
- 🇨🇦 Canada0.19%
- 🇱🇺 Luxembourg0.18%
- 🇪🇸 Spain0.13%
- 🇮🇱 Israel0.12%
- 🇨🇾 Cyprus0.11%
- 🇨🇭 Switzerland0.06%
- 🇰🇷 South Korea0.05%
Dividends
Dividend Yield
1.17%
25 out of 37 instruments pay dividend.
6 dividend payments in the next 30 days.
Highest Dividend: FundManagerZech (5.44%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 FundManagerZech | 0.47% | 5.44% | - |
 RHM.DE | 0.1% | 0.5% | $5.7 |
 BA.L | 0.08% | 2.01% | $0.3 |
 DividendGrowth | 0.08% | 2.58% | - |
 RR.L | 0.07% | 0.96% | - |
 Utilities | 0.07% | 3.39% | - |
 NordicEconomy | 0.06% | 2.38% | - |
 HO.PA | 0.05% | 1.64% | $3.4 |
 AM.PA | 0.03% | 1.73% | $3.37 |
 Diabetes-Med | 0.03% | 1.67% | - |
 UNH | 0.03% | 2.55% | $7.74 |
 liborvasa | 0.02% | 0.13% | - |
 VIE.PA | 0.02% | 4.8% | $1.25 |
 SAABB.ST | 0.01% | 0.39% | $1.6 |
 WTRG | 0.01% | 3.52% | $1.23 |
 EuropeDefense | 0.01% | 0.99% | - |
 defense_investor | 0.01% | 0.51% | - |
 Chip-Tech | 0.01% | 0.45% | - |
 AIR.PA | 0.01% | 1.03% | $1.8 |
 HAG.DE | 0% | 0.68% | $0.4 |
 Magnificent-7 | 0% | 0.27% | - |
 ZWS | 0% | 0.81% | $0.31 |
 RemoteWork | 0% | 0.1% | - |
 BAYN.DE | 0% | 0.3% | $0.11 |
 GOOGL | 0% | 0.27% | $0.2 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 DUK (Utilities) | Pay Day | Dec 16, 2025 | $1.06 |
 LMT (DividendGrowth) | Pay Day | Dec 30, 2025 | $3.45 |
 AEE (Utilities) | Pay Day | Dec 31, 2025 | $0.71 |
 TSM (Chip-Tech) | Pay Day | Jan 8, 2026 | $0.84 |
TSM (liborvasa) | Pay Day | Jan 8, 2026 | $0.84 |
TSM (defense_investor) | Pay Day | Jan 8, 2026 | $0.84 |
Performance Metrics
Score 5.5/10
Beta
0.82
0.82
0
0.8
1.2
0
2
Sharpe Ratio
0.52
0.52
0
0.5
1
1.5
1.5
Sortino Ratio
0.87
0.87
0
1
2
3
3
Jensen's Alpha
1.72
1.72
-2
0
2
4.5
4.5
Omega Ratio
0.99
0.99
0
1
1.5
2.5
2.5
Treynor Ratio
1.06
1.06
0
0.75
1.25
2
2
Information Ratio
-0.01
-0.01
-1
0.3
0.6
1
1
Calmar Ratio
0.4
0.4
0
0.3
0.6
1
1
Beta
0.82
0.82
0
0.8
1.2
0
2
Sharpe Ratio
0.52
0.52
0
0.5
1
1.5
1.5
Sortino Ratio
0.87
0.87
0
1
2
3
3
Jensen's Alpha
1.72
1.72
-2
0
2
4.5
4.5
Omega Ratio
0.99
0.99
0
1
1.5
2.5
2.5
Treynor Ratio
1.06
1.06
0
0.75
1.25
2
2
Information Ratio
-0.01
-0.01
-1
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
25.78
High:
RHM.DE
85.07RHM.DELow:
ASMDEE.ST
-523.69ASMDEE.STDetails
PEG Ratio
165
High:
VIE.PA
1,506.73VIE.PALow:
BAYN.DE
-233.71BAYN.DEDetails
Price/Book
4.02
High:
RR.L
38.5RR.LLow:
ETL.PA
0.45ETL.PADetails
Price/Sales
3.39
High:
CRWD
27.79CRWDLow:VIE.PA
0.48VIE.PADetails
Price/CF
25.89
High:
BNTX
121.06BNTXLow:VIE.PA
5.08VIE.PADetails
Price/FCF
60.3
High:RHM.DE
5,198.92RHM.DELow:ETL.PA
3.94ETL.PADetails
P/E Ratio
25.78
High:RHM.DE
85.07RHM.DELow:ASMDEE.ST
-523.69ASMDEE.STDetails
PEG Ratio
165
High:VIE.PA
1,506.73VIE.PALow:BAYN.DE
-233.71BAYN.DEDetails
Price/Book
4.02
High:RR.L
38.5RR.LLow:ETL.PA
0.45ETL.PADetails
Price/Sales
3.39
High:CRWD
27.79CRWDLow:VIE.PA
0.48VIE.PADetails
Price/CF
25.89
High:BNTX
121.06BNTXLow:VIE.PA
5.08VIE.PADetails
Price/FCF
60.3
High:RHM.DE
5,198.92RHM.DELow:ETL.PA
3.94ETL.PADetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-30.16% | Dec 2021 | Feb 2024 | 26 |
-10.87% | Oct 2025 | - | 3 |
-7.2% | Apr 2025 | May 2025 | 1 |
-5.23% | Feb 2021 | Oct 2021 | 8 |
-3.47% | Jun 2024 | Aug 2024 | 2 |
-2.7% | Sep 2024 | Nov 2024 | 2 |
-2.52% | Dec 2024 | Jan 2025 | 1 |
-2% | Jul 2025 | Aug 2025 | 1 |
-1.96% | Apr 2024 | May 2024 | 1 |