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+1.36%
This Month
+7.29%
Year To Date
+44.45%
2 Years
+112.9%
5 Years
+112.9%
10 Years
+20.79%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology28.43%
- 🖥️ Technology Services20.22%
- 🪙 Cryptocurrencies18.82%
- 🛍️ Retail Trade6.11%
- 📊 ETFs5.99%
- ❓ Other4.17%
- 🧩 Miscellaneous3.56%
- 💇♀️ Consumer Services3.41%
- 🧬 Health Technology3.2%
- ⚡ Utilities2.41%
- 🍞 Consumer Non Durables1.67%
- 🚗 Consumer Durables0.76%
- 💰 Finance0.75%
- 💼 Commercial Services0.32%
- 🛠️ Producer Manufacturing0.17%
- 💵 Cash0.01%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq49.49%
- 🇺🇸 NYSE30.66%
- 🌍 Digital Currency18.82%
- 🇩🇪 FRA1.02%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States56.48%
- 🇮🇱 Israel4.04%
- 🇦🇺 Australia3.72%
- 🇨🇭 Switzerland1.13%
- 🇩🇪 Germany1.02%
- 🇩🇰 Denmark0.59%
- 🇫🇮 Finland0.46%
Dividends
Dividend Yield
0.27%
17 out of 46 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $VOW3.DE (6.53%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 ORCL | 0.05% | 1.26% | $1.6 |
 LUCK | 0.04% | 3.74% | $0.11 |
 HD | 0.04% | 2.88% | $8.52 |
 HRL | 0.03% | 5.42% | $1.12 |
 VOW3.DE | 0.02% | 6.53% | $9.06 |
 NVO | 0.02% | 2.64% | $0.98 |
 PFE | 0.02% | 6.05% | $1.66 |
 CEG | 0.01% | 0.54% | - |
 NVDA | 0.01% | 0.12% | $0.02 |
 AVGO | 0.01% | 0.71% | $19.7 |
 GPN | 0.01% | 1.08% | $1 |
 RHM.DE | 0.01% | 1.1% | $5.7 |
 GE | 0.01% | 0.49% | $0.44 |
 EFX | 0% | 1.2% | $1.56 |
 GOOGL | 0% | 0.25% | $0.2 |
 MRVL | 0% | 0.11% | $0.24 |
 MU | 0% | 0.05% | $0.46 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 6.6/10
Beta
0.99
0.99
0
0.8
1.2
0
2
Sharpe Ratio
0.69
0.69
0
0.5
1
1.5
1.5
Sortino Ratio
1.19
1.19
0
1
2
3
3
Jensen's Alpha
5.25
5.25
-2
0
2
6
6
Omega Ratio
1.28
1.28
0
1
1.5
2.5
2.5
Treynor Ratio
1.25
1.25
0
0.75
1.25
2
2
Information Ratio
0.34
0.34
0
0.3
0.6
1
1
Calmar Ratio
0.97
0.97
0
0.3
0.6
1
1
Beta
0.99
0.99
0
0.8
1.2
0
2
Sharpe Ratio
0.69
0.69
0
0.5
1
1.5
1.5
Sortino Ratio
1.19
1.19
0
1
2
3
3
Jensen's Alpha
5.25
5.25
-2
0
2
6
6
Omega Ratio
1.28
1.28
0
1
1.5
2.5
2.5
Treynor Ratio
1.25
1.25
0
0.75
1.25
2
2
Information Ratio
0.34
0.34
0
0.3
0.6
1
1
Calmar Ratio
0.97
0.97
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
32.62
High:
AMD
183.1AMDLow:
WIX
-63.06WIXDetails
PEG Ratio
52.73
High:EFX
185.63EFXLow:
APLD
-91.09APLDDetails
Price/Book
14.15
High:
PLTR
35.97PLTRLow:WIX
-26.95WIXDetails
Price/Sales
10.01
High:
NVTS
76.5NVTSLow:VOW3.DE
0.11VOW3.DEDetails
Price/CF
29.28
High:PLTR
138.09PLTRLow:VOW3.DE
2.51VOW3.DEDetails
Price/FCF
53.47
High:ORCL
348.36ORCLLow:
ETSY
8.97ETSYDetails
P/E Ratio
32.62
High:AMD
183.1AMDLow:WIX
-63.06WIXDetails
PEG Ratio
52.73
High:EFX
185.63EFXLow:APLD
-91.09APLDDetails
Price/Book
14.15
High:PLTR
35.97PLTRLow:WIX
-26.95WIXDetails
Price/Sales
10.01
High:NVTS
76.5NVTSLow:VOW3.DE
0.11VOW3.DEDetails
Price/CF
29.28
High:PLTR
138.09PLTRLow:VOW3.DE
2.51VOW3.DEDetails
Price/FCF
53.47
High:ORCL
348.36ORCLLow:ETSY
8.97ETSYDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-18.44% | May 2022 | Jun 2023 | 13 |
-16.12% | Jun 2026 | - | 4 |
-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 |