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0%
Today
+0.63%
This Month
+118.83%
Year To Date
+214.46%
2 Years
+206.12%
5 Years
+36.65%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services34.48%
- 💻 Electronic Technology30.79%
- 🚗 Consumer Durables16.17%
- 💰 Finance6.41%
- 💵 Cash5.47%
- 👥 Copy Trading4.22%
- 📡 Communications3.56%
Exchanges Breakdown
- Exchange
- Total
- 🇩🇪 FRA42.43%
- 🇺🇸 Nasdaq39.97%
- 🇨🇭 SIX8.2%
- 🇺🇸 NYSE4.98%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States44.6%
- 🇩🇪 Germany42.43%
- 🇨🇭 Switzerland8.2%
- 🇨🇦 Canada0.12%
- 🇬🇧 United Kingdom0.12%
- 🇮🇪 Ireland0.1%
Dividends
Dividend Yield
0.99%
6 out of 9 instruments pay dividend.
9 dividend payments in the next 30 days.
Highest Dividend: $VOW3.DE (7.05%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 MKC (DividendGrowth) | Pay Day | Jul 21, 2025 | $0.45 |
 LOW (DividendGrowth) | Ex-Dividend | Jul 23, 2025 | $1.20 |
 SYY (DividendGrowth) | Pay Day | Jul 25, 2025 | $0.54 |
 EIX (DividendGrowth) | Pay Day | Jul 31, 2025 | $0.83 |
 TXN (DividendGrowth) | Ex-Dividend | Jul 31, 2025 | $1.36 |
 CASY (DividendGrowth) | Ex-Dividend | Aug 1, 2025 | $0.57 |
LOW (DividendGrowth) | Pay Day | Aug 6, 2025 | $1.20 |
 GD (DividendGrowth) | Pay Day | Aug 8, 2025 | $1.50 |
TXN (DividendGrowth) | Pay Day | Aug 12, 2025 | $1.36 |
 TGT (DividendGrowth) | Ex-Dividend | Aug 13, 2025 | $1.14 |
 PG (DividendGrowth) | Pay Day | Aug 15, 2025 | $1.06 |
 CL (DividendGrowth) | Pay Day | Aug 15, 2025 | $0.52 |
 SHW (DividendGrowth) | Ex-Dividend | Aug 15, 2025 | $0.79 |
CASY (DividendGrowth) | Pay Day | Aug 15, 2025 | $0.57 |
 MSFT (DividendGrowth) | Ex-Dividend | Aug 21, 2025 | $0.83 |
 JNJ (DividendGrowth) | Ex-Dividend | Aug 26, 2025 | $1.30 |
 SPGI (DividendGrowth) | Ex-Dividend | Aug 26, 2025 | $0.96 |
TGT (DividendGrowth) | Pay Day | Sep 1, 2025 | $1.14 |
 LMT (DividendGrowth) | Ex-Dividend | Sep 2, 2025 | $3.30 |
SHW (DividendGrowth) | Pay Day | Sep 5, 2025 | $0.79 |
 LHX (DividendGrowth) | Ex-Dividend | Sep 5, 2025 | $1.20 |
JNJ (DividendGrowth) | Pay Day | Sep 9, 2025 | $1.30 |
SPGI (DividendGrowth) | Pay Day | Sep 10, 2025 | $0.96 |
MSFT (DividendGrowth) | Pay Day | Sep 11, 2025 | $0.83 |
 KO (DividendGrowth) | Ex-Dividend | Sep 15, 2025 | $0.51 |
LHX (DividendGrowth) | Pay Day | Sep 22, 2025 | $1.20 |
LMT (DividendGrowth) | Pay Day | Sep 26, 2025 | $3.30 |
KO (DividendGrowth) | Pay Day | Oct 1, 2025 | $0.51 |
 APD (DividendGrowth) | Ex-Dividend | Oct 1, 2025 | $1.79 |
APD (DividendGrowth) | Pay Day | Nov 10, 2025 | $1.79 |
Performance Metrics
Score 9/10
Beta
0.1
0.1
0
0.8
1.2
0
2
Sharpe Ratio
1.3
1.3
0
0.5
1
2
2
Sortino Ratio
3.79
3.79
0
1
2
4
4
Jensen's Alpha
34.91
34.91
-2
0
2
35
35
Omega Ratio
2.05
2.05
0
1
1.5
3
3
Treynor Ratio
24.99
24.99
0
0.75
1.25
25
25
Information Ratio
0.92
0.92
0
0.3
0.6
1
1
Calmar Ratio
2.81
2.81
0
0.3
0.6
3
3
Beta
0.1
0.1
0
0.8
1.2
0
2
Sharpe Ratio
1.3
1.3
0
0.5
1
2
2
Sortino Ratio
3.79
3.79
0
1
2
4
4
Jensen's Alpha
34.91
34.91
-2
0
2
35
35
Omega Ratio
2.05
2.05
0
1
1.5
3
3
Treynor Ratio
24.99
24.99
0
0.75
1.25
25
25
Information Ratio
0.92
0.92
0
0.3
0.6
1
1
Calmar Ratio
2.81
2.81
0
0.3
0.6
3
3
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
51.55
High:
RHM.DE
105.98RHM.DELow:
MSTR
-19.4MSTRDetails
PEG Ratio
197.59
High:RHM.DE
251.64RHM.DELow:
ZURN.ZU
48.63ZURN.ZUDetails
Price/Book
4.81
High:
NVDA
50.15NVDALow:
VOW3.DE
0.26VOW3.DEDetails
Price/Sales
3.32
High:MSTR
236.34MSTRLow:VOW3.DE
0.14VOW3.DEDetails
Price/CF
24.03
High:
TTWO
18,296.3TTWOLow:VOW3.DE
2.55VOW3.DEDetails
Price/FCF
39.72
High:MSTR
1,187.5MSTRLow:ZURN.ZU
4.64ZURN.ZUDetails
P/E Ratio
51.55
High:RHM.DE
105.98RHM.DELow:MSTR
-19.4MSTRDetails
PEG Ratio
197.59
High:RHM.DE
251.64RHM.DELow:ZURN.ZU
48.63ZURN.ZUDetails
Price/Book
4.81
High:NVDA
50.15NVDALow:VOW3.DE
0.26VOW3.DEDetails
Price/Sales
3.32
High:MSTR
236.34MSTRLow:VOW3.DE
0.14VOW3.DEDetails
Price/CF
24.03
High:TTWO
18,296.3TTWOLow:VOW3.DE
2.55VOW3.DEDetails
Price/FCF
39.72
High:MSTR
1,187.5MSTRLow: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 |