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+4.3%
This Month
+102.96%
Year To Date
+180.07%
2 Years
+183.93%
5 Years
+183.93%
10 Years
+29.81%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🚗 Consumer Durables36.6%
- 💵 Cash28.31%
- 🖥️ Technology Services17.57%
- 💰 Finance6.47%
- 💻 Electronic Technology4.97%
- 👥 Copy Trading4.87%
- 📡 Communications3.83%
Exchanges Breakdown
- Exchange
- Total
- 🇩🇪 FRA36.6%
- 🇺🇸 Nasdaq23.6%
- 🇨🇭 SIX8.2%
- 🇺🇸 NYSE5.81%
Countries Breakdown
- Country
- Total
- 🇩🇪 Germany36.6%
- 🇺🇸 United States29%
- 🇨🇭 Switzerland8.2%
- 🇨🇦 Canada0.15%
- 🇮🇪 Ireland0.13%
- 🇬🇧 United Kingdom0.13%
Dividends
Dividend Yield
1.93%
5 out of 7 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $VOW3.DE (5.91%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 VOW3.DE | 2.16% | 5.91% | $9.06 |
 DividendGrowth | 0.13% | 2.58% | - |
 NVDA | 0% | 0.02% | $0.02 |
 SCMN.ZU | -0.15% | -3.94% | $-22 |
 ZURN.ZU | -0.21% | -4.74% | $-26 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 LMT (DividendGrowth) | Pay Day | Dec 30, 2025 | $3.45 |
Performance Metrics
Score 8.4/10
Beta
0.06
0.06
0
0.8
1.2
0
2
Sharpe Ratio
1.05
1.05
0
0.5
1
2
2
Sortino Ratio
2.82
2.82
0
1
2
3
3
Jensen's Alpha
26.77
26.77
-2
0
2
27
27
Omega Ratio
1.62
1.62
0
1
1.5
2.5
2.5
Treynor Ratio
34.87
34.87
0
0.75
1.25
35
35
Information Ratio
0.62
0.62
0
0.3
0.6
1
1
Calmar Ratio
2.19
2.19
0
0.3
0.6
3
3
Beta
0.06
0.06
0
0.8
1.2
0
2
Sharpe Ratio
1.05
1.05
0
0.5
1
2
2
Sortino Ratio
2.82
2.82
0
1
2
3
3
Jensen's Alpha
26.77
26.77
-2
0
2
27
27
Omega Ratio
1.62
1.62
0
1
1.5
2.5
2.5
Treynor Ratio
34.87
34.87
0
0.75
1.25
35
35
Information Ratio
0.62
0.62
0
0.3
0.6
1
1
Calmar Ratio
2.19
2.19
0
0.3
0.6
3
3
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
30.86
High:
NVDA
43.35NVDALow:
TTWO
-10.69TTWODetails
PEG Ratio
82.28
High:
ZURN.ZU
91.62ZURN.ZULow:NVDA
74.06NVDADetails
Price/Book
2.82
High:NVDA
35.78NVDALow:
VOW3.DE
0.32VOW3.DEDetails
Price/Sales
1.65
High:NVDA
22.9NVDALow:VOW3.DE
0.17VOW3.DEDetails
Price/CF
19.9
High:TTWO
133.26TTWOLow:VOW3.DE
2.99VOW3.DEDetails
Price/FCF
52.15
High:TTWO
248.4TTWOLow:ZURN.ZU
8ZURN.ZUDetails
P/E Ratio
30.86
High:NVDA
43.35NVDALow:TTWO
-10.69TTWODetails
PEG Ratio
82.28
High:ZURN.ZU
91.62ZURN.ZULow:NVDA
74.06NVDADetails
Price/Book
2.82
High:NVDA
35.78NVDALow:VOW3.DE
0.32VOW3.DEDetails
Price/Sales
1.65
High:NVDA
22.9NVDALow:VOW3.DE
0.17VOW3.DEDetails
Price/CF
19.9
High:TTWO
133.26TTWOLow:VOW3.DE
2.99VOW3.DEDetails
Price/FCF
52.15
High:TTWO
248.4TTWOLow:ZURN.ZU
8ZURN.ZUDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-13.3% | Jul 2022 | Jan 2024 | 18 |
-10.51% | Jul 2025 | - | 6 |
-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 |