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+0.14%
Today
+15.48%
This Month
+110.55%
Year To Date
+213.81%
2 Years
+194.54%
5 Years
+37.19%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash70.43%
- 💻 Electronic Technology29.41%
- 💰 Finance6.44%
- 👥 Copy Trading4.35%
- 📡 Communications3.64%
- 🚗 Consumer Durables0.45%
Exchanges Breakdown
- Exchange
- Total
- 🇩🇪 FRA26.17%
- 🇨🇭 SIX8.04%
- 🇺🇸 NYSE5.48%
- 🇺🇸 Nasdaq4.55%
Countries Breakdown
- Country
- Total
- 🇩🇪 Germany26.17%
- 🇺🇸 United States9.68%
- 🇨🇭 Switzerland8.04%
- 🇨🇦 Canada0.13%
- 🇬🇧 United Kingdom0.13%
- 🇮🇪 Ireland0.1%
Dividends
Dividend Yield
-0.09%
6 out of 7 instruments pay dividend.
11 dividend payments in the next 30 days.
Highest Dividend: $VOW3.DE (6.53%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 EVRG (DividendGrowth) | Ex-Dividend | May 23, 2025 | $0.67 |
 JNJ (DividendGrowth) | Ex-Dividend | May 27, 2025 | $1.30 |
 ATO (DividendGrowth) | Ex-Dividend | May 27, 2025 | $0.87 |
 SPGI (DividendGrowth) | Ex-Dividend | May 28, 2025 | $0.96 |
 TGT (DividendGrowth) | Pay Day | Jun 1, 2025 | $1.12 |
 NKE (DividendGrowth) | Ex-Dividend | Jun 2, 2025 | $0.40 |
 LMT (DividendGrowth) | Ex-Dividend | Jun 2, 2025 | $3.30 |
 CHD (DividendGrowth) | Pay Day | Jun 2, 2025 | $0.30 |
 LHX (DividendGrowth) | Ex-Dividend | Jun 3, 2025 | $1.20 |
 LIN (DividendGrowth) | Ex-Dividend | Jun 4, 2025 | $1.50 |
 PEP (DividendGrowth) | Ex-Dividend | Jun 6, 2025 | $1.42 |
 KMB (DividendGrowth) | Ex-Dividend | Jun 6, 2025 | $1.26 |
 SHW (DividendGrowth) | Pay Day | Jun 6, 2025 | $0.79 |
 BDX (DividendGrowth) | Ex-Dividend | Jun 9, 2025 | $1.04 |
ATO (DividendGrowth) | Pay Day | Jun 9, 2025 | $0.87 |
 CVX (DividendGrowth) | Pay Day | Jun 10, 2025 | $1.71 |
JNJ (DividendGrowth) | Pay Day | Jun 10, 2025 | $1.30 |
SPGI (DividendGrowth) | Pay Day | Jun 11, 2025 | $0.96 |
 MSFT (DividendGrowth) | Pay Day | Jun 12, 2025 | $0.83 |
 KO (DividendGrowth) | Ex-Dividend | Jun 13, 2025 | $0.51 |
 ADP (DividendGrowth) | Ex-Dividend | Jun 13, 2025 | $1.54 |
LHX (DividendGrowth) | Pay Day | Jun 18, 2025 | $1.20 |
LIN (DividendGrowth) | Pay Day | Jun 18, 2025 | $1.50 |
EVRG (DividendGrowth) | Pay Day | Jun 20, 2025 | $0.67 |
LMT (DividendGrowth) | Pay Day | Jun 27, 2025 | $3.30 |
 ELS (DividendGrowth) | Ex-Dividend | Jun 27, 2025 | $0.52 |
PEP (DividendGrowth) | Pay Day | Jun 30, 2025 | $1.42 |
BDX (DividendGrowth) | Pay Day | Jun 30, 2025 | $1.04 |
 ES (DividendGrowth) | Pay Day | Jun 30, 2025 | $0.75 |
KO (DividendGrowth) | Pay Day | Jul 1, 2025 | $0.51 |
NKE (DividendGrowth) | Pay Day | Jul 1, 2025 | $0.40 |
ADP (DividendGrowth) | Pay Day | Jul 1, 2025 | $1.54 |
KMB (DividendGrowth) | Pay Day | Jul 2, 2025 | $1.26 |
 RSG (DividendGrowth) | Ex-Dividend | Jul 2, 2025 | $0.58 |
 SYY (DividendGrowth) | Ex-Dividend | Jul 3, 2025 | $0.54 |
ELS (DividendGrowth) | Pay Day | Jul 11, 2025 | $0.52 |
RSG (DividendGrowth) | Pay Day | Jul 15, 2025 | $0.58 |
SYY (DividendGrowth) | Pay Day | Jul 25, 2025 | $0.54 |
Performance Metrics
Score 8.8/10
Beta
0.04
0.04
0
0.8
1.2
0
2
Sharpe Ratio
1.17
1.17
0
0.5
1
2
2
Sortino Ratio
3.23
3.23
0
1
2
4
4
Jensen's Alpha
30.36
30.36
-2
0
2
31
31
Omega Ratio
2.01
2.01
0
1
1.5
3
3
Treynor Ratio
56.93
56.93
0
0.75
1.25
57
57
Information Ratio
0.88
0.88
0
0.3
0.6
1
1
Calmar Ratio
2.44
2.44
0
0.3
0.6
3
3
Beta
0.04
0.04
0
0.8
1.2
0
2
Sharpe Ratio
1.17
1.17
0
0.5
1
2
2
Sortino Ratio
3.23
3.23
0
1
2
4
4
Jensen's Alpha
30.36
30.36
-2
0
2
31
31
Omega Ratio
2.01
2.01
0
1
1.5
3
3
Treynor Ratio
56.93
56.93
0
0.75
1.25
57
57
Information Ratio
0.88
0.88
0
0.3
0.6
1
1
Calmar Ratio
2.44
2.44
0
0.3
0.6
3
3
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
35.2
High:
RHM.DE
102.77RHM.DELow:
VOW3.DE
5.3VOW3.DEDetails
PEG Ratio
191.75
High:RHM.DE
244.02RHM.DELow:
NVDA
31.26NVDADetails
Price/Book
8.53
High:NVDA
41.46NVDALow:VOW3.DE
0.29VOW3.DEDetails
Price/Sales
8.07
High:NVDA
25.44NVDALow:VOW3.DE
0.15VOW3.DEDetails
Price/CF
33.6
High:NVDA
54.98NVDALow:VOW3.DE
2.55VOW3.DEDetails
Price/FCF
46.04
High:
BRK.B
95.23BRK.BLow:
ZURN.ZU
4.64ZURN.ZUDetails
P/E Ratio
35.2
High:RHM.DE
102.77RHM.DELow:VOW3.DE
5.3VOW3.DEDetails
PEG Ratio
191.75
High:RHM.DE
244.02RHM.DELow:NVDA
31.26NVDADetails
Price/Book
8.53
High:NVDA
41.46NVDALow:VOW3.DE
0.29VOW3.DEDetails
Price/Sales
8.07
High:NVDA
25.44NVDALow:VOW3.DE
0.15VOW3.DEDetails
Price/CF
33.6
High:NVDA
54.98NVDALow:VOW3.DE
2.55VOW3.DEDetails
Price/FCF
46.04
High:BRK.B
95.23BRK.BLow:ZURN.ZU
4.64ZURN.ZUDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-13.3% | Jul 2022 | Jan 2024 | 18 |
-7.17% | Sep 2024 | Nov 2024 | 2 |
-5.19% | Jun 2024 | Aug 2024 | 2 |
-3.54% | Apr 2022 | Jun 2022 | 2 |
-1.77% | Dec 2024 | Jan 2025 | 1 |
-0.08% | Apr 2024 | May 2024 | 1 |