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-2.61%
This Month
-5.12%
Year To Date
+30.4%
2 Years
+88.28%
5 Years
+88.28%
10 Years
+17.95%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services24.83%
- 💻 Electronic Technology21.65%
- 🪙 Cryptocurrencies17.68%
- 🛍️ Retail Trade6.83%
- 📊 ETFs6.16%
- 🧬 Health Technology4.51%
- ❓ Other3.92%
- 💇♀️ Consumer Services3.81%
- 🧩 Miscellaneous3.59%
- 🍞 Consumer Non Durables2.41%
- ⚡ Utilities2.37%
- 🚗 Consumer Durables0.91%
- 💰 Finance0.73%
- 💼 Commercial Services0.35%
- 🛠️ Producer Manufacturing0.21%
- 💵 Cash0.02%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq45.79%
- 🇺🇸 NYSE35.41%
- 🌍 Digital Currency17.68%
- 🇩🇪 FRA1.1%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States57.1%
- 🇦🇺 Australia3.77%
- 🇮🇱 Israel3.62%
- 🇨🇭 Switzerland1.7%
- 🇩🇪 Germany1.1%
- 🇩🇰 Denmark0.71%
- 🇫🇮 Finland0.61%
Dividends
Dividend Yield
0.32%
15 out of 45 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $VOW3.DE (7.18%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 ORCL | 0.05% | 1.59% | $1.6 |
 LUCK | 0.05% | 3.27% | $0.11 |
 HD | 0.04% | 2.81% | $8.52 |
 HRL | 0.03% | 4.68% | $1.12 |
 CRM | 0.03% | 1% | $0.4 |
 VOW3.DE | 0.02% | 7.18% | $9.06 |
 NVO | 0.02% | 2.49% | $0.98 |
 PFE | 0.02% | 6.88% | $1.66 |
 CEG | 0.01% | 0.63% | - |
 NVDA | 0.01% | 0.14% | $0.02 |
 GPN | 0.01% | 1.25% | $1 |
 RHM.DE | 0.01% | 1.13% | $5.7 |
 GE | 0.01% | 0.49% | $0.44 |
 EFX | 0% | 1.25% | $1.56 |
 GOOGL | 0% | 0.24% | $0.2 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
HRL | Pay Day | Aug 17, 2026 | $0.29 |
Performance Metrics
Score 6.8/10
Beta
0.93
0.93
0
0.8
1.2
0
2
Sharpe Ratio
0.74
0.74
0
0.5
1
1.5
1.5
Sortino Ratio
1.32
1.32
0
1
2
3
3
Jensen's Alpha
5.73
5.73
-2
0
2
6
6
Omega Ratio
1.3
1.3
0
1
1.5
2.5
2.5
Treynor Ratio
1.32
1.32
0
0.75
1.25
2
2
Information Ratio
0.36
0.36
0
0.3
0.6
1
1
Calmar Ratio
0.99
0.99
0
0.3
0.6
1
1
Beta
0.93
0.93
0
0.8
1.2
0
2
Sharpe Ratio
0.74
0.74
0
0.5
1
1.5
1.5
Sortino Ratio
1.32
1.32
0
1
2
3
3
Jensen's Alpha
5.73
5.73
-2
0
2
6
6
Omega Ratio
1.3
1.3
0
1
1.5
2.5
2.5
Treynor Ratio
1.32
1.32
0
0.75
1.25
2
2
Information Ratio
0.36
0.36
0
0.3
0.6
1
1
Calmar Ratio
0.99
0.99
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
31.12
High:
PLTR
142.85PLTRLow:
WIX
-63.06WIXDetails
PEG Ratio
64.25
High:
ALGN
343.79ALGNLow:
MRNA
-127.02MRNADetails
Price/Book
13.61
High:PLTR
35.97PLTRLow:WIX
-26.95WIXDetails
Price/Sales
9.14
High:
NVTS
76.5NVTSLow:VOW3.DE
0.11VOW3.DEDetails
Price/CF
28.1
High:PLTR
138.09PLTRLow:VOW3.DE
2.51VOW3.DEDetails
Price/FCF
53.42
High:ORCL
348.36ORCLLow:
ETSY
8.97ETSYDetails
P/E Ratio
31.12
High:PLTR
142.85PLTRLow:WIX
-63.06WIXDetails
PEG Ratio
64.25
High:ALGN
343.79ALGNLow:MRNA
-127.02MRNADetails
Price/Book
13.61
High:PLTR
35.97PLTRLow:WIX
-26.95WIXDetails
Price/Sales
9.14
High:NVTS
76.5NVTSLow:VOW3.DE
0.11VOW3.DEDetails
Price/CF
28.1
High:PLTR
138.09PLTRLow:VOW3.DE
2.51VOW3.DEDetails
Price/FCF
53.42
High:ORCL
348.36ORCLLow:ETSY
8.97ETSYDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-18.44% | May 2022 | Jun 2023 | 13 |
-14.92% | Jun 2026 | - | 2 |
-10.03% | Aug 2023 | Dec 2023 | 4 |
-8.39% | Feb 2025 | Jun 2025 | 4 |
-4.85% | Jan 2026 | Apr 2026 | 3 |
-4.4% | Apr 2024 | May 2024 | 1 |
-3.53% | Dec 2024 | Jan 2025 | 1 |
-1.99% | Oct 2024 | Nov 2024 | 1 |
-1.91% | Jun 2024 | Jul 2024 | 1 |
-1.85% | Aug 2024 | Sep 2024 | 1 |
-1.58% | Jan 2024 | Feb 2024 | 1 |
-0.77% | Nov 2025 | Dec 2025 | 1 |
-0.53% | Jul 2025 | Aug 2025 | 1 |