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-0.95%
This Month
-5.41%
Year To Date
+39.03%
2 Years
+32.27%
5 Years
+35.14%
10 Years
+5.72%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology30.86%
- 🖥️ Technology Services30.37%
- 🚗 Consumer Durables8.8%
- 🛍️ Retail Trade8.64%
- 📊 ETFs5.17%
- 💵 Cash4.87%
- 🪙 Cryptocurrencies3.47%
- 💼 Commercial Services2.62%
- 💰 Finance2.55%
- 🧩 Miscellaneous1.32%
- 💇♀️ Consumer Services0.57%
- ⚡ Utilities0.32%
- 🛠️ Producer Manufacturing0.32%
- 🚚 Transportation0.31%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq62.22%
- 🇺🇸 NYSE23.07%
- 🌍 Digital Currency3.47%
- 🇬🇧 LSE3.04%
- 🇫🇷 Euronext Paris1.53%
- 🇩🇪 FRA0.96%
- 🇩🇰 Copenhagen Stock Exchange0.64%
- 🇺🇸 Chicago Board Options Exchange0.39%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States79.19%
- 🇳🇱 Netherlands1.32%
- 🇨🇦 Canada1.12%
- 🇮🇹 Italy1.01%
- 🇩🇪 Germany0.96%
- 🇬🇧 United Kingdom0.78%
- 🇩🇰 Denmark0.64%
- 🇫🇷 France0.21%
- 🇹🇼 Taiwan0.13%
Dividends
Dividend Yield
0.33%
24 out of 57 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $VOW3.DE (6.71%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 VOW3.DE | 0.06% | 6.71% | $9.06 |
 MSFT | 0.05% | 0.86% | $3 |
 ORCL | 0.04% | 1.31% | $1.6 |
 META | 0.02% | 0.32% | $1 |
 JPM | 0.02% | 1.95% | $4.4 |
 BAC | 0.02% | 2.2% | $0.96 |
 PYPL | 0.02% | 0.6% | - |
 GOOG | 0.02% | 0.28% | $0.2 |
 AIR.PA | 0.01% | 1.11% | $1.8 |
 GS | 0.01% | 1.8% | $11 |
 RACE | 0.01% | 1.16% | $2.64 |
 AAPL | 0.01% | 0.4% | $0.97 |
 J | 0.01% | 0.96% | $1.1 |
 DIS | 0.01% | 1.46% | $0.75 |
 CRM | 0.01% | 0.87% | $0.4 |
 GOOGL | 0% | 0.28% | $0.2 |
 RR.L | 0% | 0.7% | - |
 AXP | 0% | 1.1% | $2.6 |
 NVDA | 0% | 0.02% | $0.02 |
 VWS.CO | 0% | 0.34% | - |
 TSM | 0% | 0.78% | $1.74 |
 MU | 0% | 0.11% | $0.46 |
 DAL | 0% | 1.13% | $0.3 |
 LUV | 0% | 1.54% | $0.72 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 3.1/10
Beta
1.01
1.01
0
0.8
1.2
0
2
Sharpe Ratio
0.24
0.24
0
0.5
1
1.5
1.5
Sortino Ratio
0.37
0.37
0
1
2
3
3
Jensen's Alpha
-7.59
-7.59
-8
0
2
4.5
4.5
Omega Ratio
0.65
0.65
0
1
1.5
2.5
2.5
Treynor Ratio
0.4
0.4
0
0.75
1.25
2
2
Information Ratio
-0.57
-0.57
-1
0.3
0.6
1
1
Calmar Ratio
0.17
0.17
0
0.3
0.6
1
1
Beta
1.01
1.01
0
0.8
1.2
0
2
Sharpe Ratio
0.24
0.24
0
0.5
1
1.5
1.5
Sortino Ratio
0.37
0.37
0
1
2
3
3
Jensen's Alpha
-7.59
-7.59
-8
0
2
4.5
4.5
Omega Ratio
0.65
0.65
0
1
1.5
2.5
2.5
Treynor Ratio
0.4
0.4
0
0.75
1.25
2
2
Information Ratio
-0.57
-0.57
-1
0.3
0.6
1
1
Calmar Ratio
0.17
0.17
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
32.54
High:
TSLA
377.27TSLALow:
INTC
-556.53INTCDetails
PEG Ratio
66.24
High:JPM
1,118.42JPMLow:INTC
-566.72INTCDetails
Price/Book
9.12
High:RR.L
47.86RR.LLow:
AF.PA
-2.78AF.PADetails
Price/Sales
7.21
High:NVDA
20.71NVDALow:AF.PA
0.08AF.PADetails
Price/CF
24.59
High:
BA
163.87BALow:AF.PA
0.67AF.PADetails
Price/FCF
64.31
High:ORCL
348.36ORCLLow:PYPL
10.09PYPLDetails
P/E Ratio
32.54
High:TSLA
377.27TSLALow:INTC
-556.53INTCDetails
PEG Ratio
66.24
High:JPM
1,118.42JPMLow:INTC
-566.72INTCDetails
Price/Book
9.12
High:RR.L
47.86RR.LLow:AF.PA
-2.78AF.PADetails
Price/Sales
7.21
High:NVDA
20.71NVDALow:AF.PA
0.08AF.PADetails
Price/CF
24.59
High:BA
163.87BALow:AF.PA
0.67AF.PADetails
Price/FCF
64.31
High:ORCL
348.36ORCLLow:PYPL
10.09PYPLDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-34.89% | Feb 2021 | Nov 2024 | 45 |
-10.18% | Feb 2025 | May 2025 | 3 |
-6.44% | Nov 2025 | - | 5 |
-1.57% | Dec 2024 | Jan 2025 | 1 |