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-1.11%
This Month
-1.11%
Year To Date
+47.42%
2 Years
+36.02%
5 Years
+36.02%
10 Years
+9.67%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs32.22%
- 👥 Copy Trading29.63%
- 🚗 Consumer Durables19.03%
- 🖥️ Technology Services9.28%
- 💻 Electronic Technology5.13%
- 💵 Cash2.08%
- ⚡ Utilities1.34%
- 🪨 Non Energy Minerals1.27%
- 🛠️ Producer Manufacturing0.37%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE36.2%
- 🇺🇸 Nasdaq34.68%
- 🇬🇧 LSE7.64%
- 🇫🇷 Euronext Paris5.17%
- 🇩🇪 FRA2.87%
- 🇮🇹 Borsa Italiana1.64%
- 🇳🇱 Euronext Amsterdam1.25%
- 🇩🇰 Copenhagen Stock Exchange0.85%
- 🇪🇸 Bolsa De Madrid0.79%
- 🇨🇭 SIX0.73%
- 🇧🇪 Euronext Brussels0.41%
- 🇩🇪 Xetra ETFs0.29%
- 🌍 Digital Currency0.21%
- 🇳🇴 Oslo Stock Exchange0.18%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States35.12%
- 🇰🇷 South Korea6.4%
- 🇫🇷 France4.77%
- 🇩🇪 Germany2.87%
- 🇬🇧 United Kingdom2.48%
- 🇳🇱 Netherlands2.04%
- 🇮🇹 Italy1.98%
- 🇨🇭 Switzerland1.59%
- 🇩🇰 Denmark0.89%
- 🇪🇸 Spain0.79%
- 🇧🇪 Belgium0.41%
- 🇱🇺 Luxembourg0.34%
- 🇳🇴 Norway0.08%
- 🇮🇱 Israel0.06%
Dividends
Dividend Yield
0.66%
10 out of 13 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $VIE.PA (4.82%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 EuropeEconomy | 0.42% | 2.66% | - |
 VIE.PA | 0.06% | 4.82% | $1.25 |
 SMSN.L | 0.04% | 0.85% | $23.68 |
 RobertMERC | 0.03% | 2.91% | - |
 META | 0.03% | 0.35% | $1 |
 PKX | 0.03% | 2.31% | $1.56 |
 Jonny1983 | 0.03% | 0.39% | - |
 Wise_woman | 0.01% | 0.2% | - |
 MSFT | 0% | 0.77% | $3 |
 VWS.CO | 0% | 0.31% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 3.8/10
Beta
0.7
0.7
0
0.8
1.2
0
2
Sharpe Ratio
0.35
0.35
0
0.5
1
1.5
1.5
Sortino Ratio
0.54
0.54
0
1
2
3
3
Jensen's Alpha
-1.22
-1.22
-2
0
2
4.5
4.5
Omega Ratio
0.77
0.77
0
1
1.5
2.5
2.5
Treynor Ratio
0.64
0.64
0
0.75
1.25
2
2
Information Ratio
-0.34
-0.34
-1
0.3
0.6
1
1
Calmar Ratio
0.35
0.35
0
0.3
0.6
1
1
Beta
0.7
0.7
0
0.8
1.2
0
2
Sharpe Ratio
0.35
0.35
0
0.5
1
1.5
1.5
Sortino Ratio
0.54
0.54
0
1
2
3
3
Jensen's Alpha
-1.22
-1.22
-2
0
2
4.5
4.5
Omega Ratio
0.77
0.77
0
1
1.5
2.5
2.5
Treynor Ratio
0.64
0.64
0
0.75
1.25
2
2
Information Ratio
-0.34
-0.34
-1
0.3
0.6
1
1
Calmar Ratio
0.35
0.35
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
59.55
High:
TSLA
280.13TSLALow:VIE.PA
19.11VIE.PADetails
PEG Ratio
544.07
High:VIE.PA
1,495.77VIE.PALow:VWS.CO
1.42VWS.CODetails
Price/Book
9
High:TSLA
17.43TSLALow:PKX
0.46PKXDetails
Price/Sales
9.56
High:TSLA
15.46TSLALow:PKX
0.37PKXDetails
Price/CF
29.17
High:TSLA
99.57TSLALow:PKX
4.13PKXDetails
Price/FCF
85.67
High:TSLA
229.45TSLALow:PKX
6.32PKXDetails
P/E Ratio
59.55
High:TSLA
280.13TSLALow:VIE.PA
19.11VIE.PADetails
PEG Ratio
544.07
High:VIE.PA
1,495.77VIE.PALow:VWS.CO
1.42VWS.CODetails
Price/Book
9
High:TSLA
17.43TSLALow:PKX
0.46PKXDetails
Price/Sales
9.56
High:TSLA
15.46TSLALow:PKX
0.37PKXDetails
Price/CF
29.17
High:TSLA
99.57TSLALow:PKX
4.13PKXDetails
Price/FCF
85.67
High:TSLA
229.45TSLALow:PKX
6.32PKXDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-24.95% | Apr 2022 | Sep 2024 | 29 |
-10.39% | Feb 2025 | Aug 2025 | 6 |
-2.57% | Oct 2024 | Nov 2024 | 1 |
-1.83% | Nov 2025 | Dec 2025 | 1 |
-1.11% | Jan 2026 | - | 1 |