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-1.88%
This Month
+7.18%
Year To Date
+60.27%
2 Years
+53.19%
5 Years
+65.13%
10 Years
+10.55%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash26.16%
- 🚗 Consumer Durables15.27%
- 💇♀️ Consumer Services10.95%
- 🧩 Miscellaneous9.64%
- 💰 Finance9.5%
- 🍞 Consumer Non Durables7.86%
- 🖥️ Technology Services5.32%
- 💻 Electronic Technology4.78%
- ⚡ Utilities3.12%
- ❓ Other2.25%
- 👥 Copy Trading2.2%
- 🛠️ Producer Manufacturing2.05%
- 🏭 Industrial Services1.76%
- 📡 Communications1.75%
- ⛏️ Energy Minerals1.73%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq29.58%
- 🇺🇸 NYSE18.29%
- 🇬🇧 LSE11.37%
- 🇩🇪 FRA8.13%
- 🇫🇷 Euronext Paris6.96%
- 🇮🇹 Borsa Italiana2.05%
- 🇨🇭 SIX1.76%
- 🇺🇸 OTC Markets Stock Exchange0.04%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States44.45%
- 🇩🇪 Germany8.13%
- 🇫🇷 France6.96%
- 🇮🇹 Italy2.05%
- 🇨🇭 Switzerland1.76%
- 🇬🇧 United Kingdom1.73%
- 🇯🇵 Japan0.9%
- 🇹🇼 Taiwan0.08%
- 🇳🇱 Netherlands0.08%
- 🇨🇳 China0.08%
- 🇸🇪 Sweden0.07%
Dividends
Dividend Yield
0.91%
20 out of 27 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $MBG.DE (7.92%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 MC.PA | 0.17% | 3.23% | $13 |
 MCD | 0.11% | 2.95% | $6.53 |
 ALV.DE | 0.1% | 3.86% | $13.8 |
 DTE.DE | 0.06% | 3.69% | $0.77 |
 RWE.DE | 0.06% | 1.99% | $1 |
 DIS | 0.06% | 1.46% | $0.75 |
 MBG.DE | 0.06% | 7.92% | $5.3 |
 KO | 0.06% | 2.36% | $1.89 |
 SHEL.L | 0.05% | 3.12% | $0.8 |
 GEBN.ZU | 0.04% | 2.39% | $12.7 |
 V | 0.04% | 0.71% | $2.01 |
 GLE.PA | 0.03% | 2.22% | $0.9 |
 BKNG | 0.02% | 0.96% | $17.5 |
 PRY.MI | 0.02% | 0.74% | $0.7 |
 AAPL | 0.01% | 0.32% | $0.97 |
 GOOG | 0.01% | 0.25% | $0.2 |
 AI-Revolution | 0.01% | 0.28% | - |
 SONY | 0% | 0.47% | $0.49 |
 HLT | 0% | 0.2% | $0.6 |
 SFGYY | 0% | -2.33% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 3.6/10
Beta
0.99
0.99
0
0.8
1.2
0
2
Sharpe Ratio
0.4
0.4
0
0.5
1
1.5
1.5
Sortino Ratio
0.58
0.58
0
1
2
3
3
Jensen's Alpha
-2.61
-2.61
-3
0
2
4.5
4.5
Omega Ratio
0.86
0.86
0
1
1.5
2.5
2.5
Treynor Ratio
0.69
0.69
0
0.75
1.25
2
2
Information Ratio
-0.2
-0.2
-1
0.3
0.6
1
1
Calmar Ratio
0.25
0.25
0
0.3
0.6
1
1
Beta
0.99
0.99
0
0.8
1.2
0
2
Sharpe Ratio
0.4
0.4
0
0.5
1
1.5
1.5
Sortino Ratio
0.58
0.58
0
1
2
3
3
Jensen's Alpha
-2.61
-2.61
-3
0
2
4.5
4.5
Omega Ratio
0.86
0.86
0
1
1.5
2.5
2.5
Treynor Ratio
0.69
0.69
0
0.75
1.25
2
2
Information Ratio
-0.2
-0.2
-1
0.3
0.6
1
1
Calmar Ratio
0.25
0.25
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
44.79
High:
TSLA
372.52TSLALow:SONY
-64SONYDetails
PEG Ratio
477.7
High:GEBN.ZU
6,407.23GEBN.ZULow:
WBD
-45.16WBDDetails
Price/Book
12.51
High:AAPL
45.67AAPLLow:MCD
-151.69MCDDetails
Price/Sales
8.43
High:V
15.54VLow:MBG.DE
0.32MBG.DEDetails
Price/CF
26.91
High:TSLA
79.58TSLALow:GLE.PA
0.69GLE.PADetails
Price/FCF
48.88
High:KO
208.03KOLow:GLE.PA
1.6GLE.PADetails
P/E Ratio
44.79
High:TSLA
372.52TSLALow:SONY
-64SONYDetails
PEG Ratio
477.7
High:GEBN.ZU
6,407.23GEBN.ZULow:WBD
-45.16WBDDetails
Price/Book
12.51
High:AAPL
45.67AAPLLow:MCD
-151.69MCDDetails
Price/Sales
8.43
High:V
15.54VLow:MBG.DE
0.32MBG.DEDetails
Price/CF
26.91
High:TSLA
79.58TSLALow:GLE.PA
0.69GLE.PADetails
Price/FCF
48.88
High:KO
208.03KOLow:GLE.PA
1.6GLE.PADetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-38.48% | Jun 2021 | Nov 2024 | 41 |
-5.51% | Mar 2026 | Apr 2026 | 1 |
-1.88% | Sep 2026 | - | 1 |
-1.66% | Mar 2025 | Apr 2025 | 1 |
-1.58% | Jun 2026 | Aug 2026 | 2 |
-0.55% | Dec 2024 | Jan 2025 | 1 |