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+4.17%
This Month
+4.17%
Year To Date
+53.7%
2 Years
+55.33%
5 Years
+55.33%
10 Years
+10.7%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs20.58%
- 💻 Electronic Technology13.13%
- 💵 Cash10.48%
- 💰 Finance9.65%
- 🪙 Cryptocurrencies9.44%
- 🍞 Consumer Non Durables5.01%
- 🛍️ Retail Trade4.82%
- 🧬 Health Technology3.75%
- 🏥 Health Services3.04%
- 🖥️ Technology Services2.76%
- 🚗 Consumer Durables2.41%
- ⚡ Utilities2.4%
- 💇♀️ Consumer Services2.29%
- 🛠️ Producer Manufacturing2.09%
- 💼 Commercial Services2.03%
- ⛏️ Energy Minerals1.94%
- 🏭 Industrial Services1.79%
- ❓ Other1.32%
- 🧩 Miscellaneous1.13%
- 🪨 Non Energy Minerals0.86%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE38.56%
- 🇺🇸 Nasdaq22.32%
- 🌍 Digital Currency9.44%
- 🇬🇧 LSE8.57%
- 🇩🇪 FRA3.97%
- 🇩🇪 Xetra ETFs2.62%
- 🇺🇸 Chicago Board Options Exchange1.95%
- 🇮🇹 Borsa Italiana1.28%
- 🇩🇰 Copenhagen Stock Exchange0.4%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States36.06%
- 🇮🇪 Ireland4.13%
- 🇩🇪 Germany3.97%
- 🇬🇧 United Kingdom3.63%
- 🇹🇼 Taiwan2.45%
- 🇨🇳 China2.33%
- 🇰🇷 South Korea1.68%
- 🇨🇦 Canada1.51%
- 🇮🇹 Italy1.28%
- 🇨🇭 Switzerland0.93%
- 🇲🇽 Mexico0.72%
- 🇩🇰 Denmark0.4%
Dividends
Dividend Yield
0.64%
21 out of 58 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $MBG.DE (7.42%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 HSBA.L | 0.09% | 3.97% | $0.49 |
 MDT.US | 0.08% | 2.83% | $2.77 |
 JD.US | 0.08% | 3.35% | $0.74 |
 UU.L | 0.06% | 4.24% | $0.5 |
 MBG.DE | 0.05% | 7.42% | $5.3 |
 UNH | 0.04% | 2.98% | $7.74 |
 OVV | 0.03% | 2.81% | $1.2 |
 GS | 0.03% | 1.66% | $11 |
 NKE | 0.03% | 2.59% | $1.45 |
 EL | 0.03% | 1.23% | $2.64 |
 HOT.DE | 0.03% | 1.45% | $4.4 |
 TSM | 0.02% | 0.79% | $1.74 |
 SMSN.L | 0.01% | 0.77% | $23.68 |
 IFX.DE | 0.01% | 0.81% | $0.35 |
 LDO.MI | 0.01% | 0.91% | $0.28 |
 TT | 0.01% | 0.97% | $3.27 |
 V | 0.01% | 0.74% | $2.01 |
 CHDN | 0.01% | 0.44% | $0.38 |
 PYPL | 0.01% | 0.26% | - |
 VST | 0% | 0.54% | $0.85 |
 NVDA | 0% | 0.02% | $0.02 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 3.6/10
Beta
0.81
0.81
0
0.8
1.2
0
2
Sharpe Ratio
0.39
0.39
0
0.5
1
1.5
1.5
Sortino Ratio
0.6
0.6
0
1
2
3
3
Jensen's Alpha
-2.64
-2.64
-3
0
2
4.5
4.5
Omega Ratio
0.71
0.71
0
1
1.5
2.5
2.5
Treynor Ratio
0.63
0.63
0
0.75
1.25
2
2
Information Ratio
-0.47
-0.47
-1
0.3
0.6
1
1
Calmar Ratio
0.27
0.27
0
0.3
0.6
1
1
Beta
0.81
0.81
0
0.8
1.2
0
2
Sharpe Ratio
0.39
0.39
0
0.5
1
1.5
1.5
Sortino Ratio
0.6
0.6
0
1
2
3
3
Jensen's Alpha
-2.64
-2.64
-3
0
2
4.5
4.5
Omega Ratio
0.71
0.71
0
1
1.5
2.5
2.5
Treynor Ratio
0.63
0.63
0
0.75
1.25
2
2
Information Ratio
-0.47
-0.47
-1
0.3
0.6
1
1
Calmar Ratio
0.27
0.27
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
33.54
High:
TSLA
288.29TSLALow:
BE
-5,683.51BEDetails
PEG Ratio
-269.4
High:V
1,170.87VLow:BE
-5,038.1BEDetails
Price/Book
4.84
High:
WYFI
213.59WYFILow:MBG.DE
0.6MBG.DEDetails
Price/Sales
4.4
High:
ASST
254.26ASSTLow:JD.US
0.24JD.USDetails
Price/CF
18.22
High:
MP
190.93MPLow:MBG.DE
2.47MBG.DEDetails
Price/FCF
43.19
High:
VIST
1,621.11VISTLow:MBG.DE
4.14MBG.DEDetails
P/E Ratio
33.54
High:TSLA
288.29TSLALow:BE
-5,683.51BEDetails
PEG Ratio
-269.4
High:V
1,170.87VLow:BE
-5,038.1BEDetails
Price/Book
4.84
High:WYFI
213.59WYFILow:MBG.DE
0.6MBG.DEDetails
Price/Sales
4.4
High:ASST
254.26ASSTLow:JD.US
0.24JD.USDetails
Price/CF
18.22
High:MP
190.93MPLow:MBG.DE
2.47MBG.DEDetails
Price/FCF
43.19
High:VIST
1,621.11VISTLow:MBG.DE
4.14MBG.DEDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-31.86% | Nov 2021 | Nov 2024 | 36 |
-7.62% | Feb 2025 | May 2025 | 3 |
-3.73% | Jun 2021 | Aug 2021 | 2 |
-3.19% | Nov 2025 | Jan 2026 | 2 |
-2.05% | Sep 2021 | Oct 2021 | 1 |
-1.31% | Dec 2024 | Jan 2025 | 1 |