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+0.19%
This Month
+103.85%
Year To Date
+206.26%
2 Years
+185.17%
5 Years
+185.17%
10 Years
+32.24%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology31.23%
- 🖥️ Technology Services29.5%
- 🚗 Consumer Durables20.82%
- 💰 Finance6.6%
- 👥 Copy Trading4.54%
- 💵 Cash4.43%
- 📡 Communications3.53%
Exchanges Breakdown
- Exchange
- Total
- 🇩🇪 FRA47.38%
- 🇺🇸 Nasdaq35.17%
- 🇨🇭 SIX8.11%
- 🇺🇸 NYSE5.5%
Countries Breakdown
- Country
- Total
- 🇩🇪 Germany47.38%
- 🇺🇸 United States40.3%
- 🇨🇭 Switzerland8.11%
- 🇬🇧 United Kingdom0.13%
- 🇨🇦 Canada0.13%
- 🇮🇪 Ireland0.11%
Dividends
Dividend Yield
1.21%
6 out of 9 instruments pay dividend.
20 dividend payments in the next 30 days.
Highest Dividend: $VOW3.DE (6.37%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 BDX (DividendGrowth) | Ex-Dividend | Sep 8, 2025 | $1.04 |
 ATO (DividendGrowth) | Pay Day | Sep 8, 2025 | $0.87 |
 JNJ (DividendGrowth) | Pay Day | Sep 9, 2025 | $1.30 |
 CVX (DividendGrowth) | Pay Day | Sep 10, 2025 | $1.71 |
 SPGI (DividendGrowth) | Pay Day | Sep 10, 2025 | $0.96 |
 NVDA | Ex-Dividend | Sep 11, 2025 | $0.01 |
 MSFT (DividendGrowth) | Pay Day | Sep 11, 2025 | $0.83 |
 ADP (DividendGrowth) | Ex-Dividend | Sep 12, 2025 | $1.54 |
 KO (DividendGrowth) | Ex-Dividend | Sep 15, 2025 | $0.51 |
 NEE (DividendGrowth) | Pay Day | Sep 15, 2025 | $0.57 |
 XEL (DividendGrowth) | Ex-Dividend | Sep 15, 2025 | $0.57 |
 MCD (DividendGrowth) | Pay Day | Sep 16, 2025 | $1.77 |
 ADI (DividendGrowth) | Pay Day | Sep 16, 2025 | $0.99 |
 NOC (DividendGrowth) | Pay Day | Sep 17, 2025 | $2.31 |
 BBY (DividendGrowth) | Ex-Dividend | Sep 18, 2025 | $0.95 |
 LIN (DividendGrowth) | Pay Day | Sep 18, 2025 | $1.50 |
 EVRG (DividendGrowth) | Pay Day | Sep 19, 2025 | $0.67 |
 LHX (DividendGrowth) | Pay Day | Sep 22, 2025 | $1.20 |
 LMT (DividendGrowth) | Pay Day | Sep 26, 2025 | $3.30 |
 ELS (DividendGrowth) | Ex-Dividend | Sep 26, 2025 | $0.52 |
 PEP (DividendGrowth) | Pay Day | Sep 30, 2025 | $1.42 |
BDX (DividendGrowth) | Pay Day | Sep 30, 2025 | $1.04 |
KO (DividendGrowth) | Pay Day | Oct 1, 2025 | $0.51 |
 NKE (DividendGrowth) | Pay Day | Oct 1, 2025 | $0.40 |
ADP (DividendGrowth) | Pay Day | Oct 1, 2025 | $1.54 |
 APD (DividendGrowth) | Ex-Dividend | Oct 1, 2025 | $1.79 |
NVDA | Pay Day | Oct 2, 2025 | $0.01 |
 KMB (DividendGrowth) | Pay Day | Oct 2, 2025 | $1.26 |
 RSG (DividendGrowth) | Ex-Dividend | Oct 2, 2025 | $0.62 |
 SYY (DividendGrowth) | Ex-Dividend | Oct 3, 2025 | $0.54 |
BBY (DividendGrowth) | Pay Day | Oct 9, 2025 | $0.95 |
 GD (DividendGrowth) | Ex-Dividend | Oct 10, 2025 | $1.50 |
ELS (DividendGrowth) | Pay Day | Oct 10, 2025 | $0.52 |
RSG (DividendGrowth) | Pay Day | Oct 15, 2025 | $0.62 |
XEL (DividendGrowth) | Pay Day | Oct 20, 2025 | $0.57 |
 LOW (DividendGrowth) | Ex-Dividend | Oct 22, 2025 | $1.20 |
SYY (DividendGrowth) | Pay Day | Oct 24, 2025 | $0.54 |
LOW (DividendGrowth) | Pay Day | Nov 5, 2025 | $1.20 |
APD (DividendGrowth) | Pay Day | Nov 10, 2025 | $1.79 |
GD (DividendGrowth) | Pay Day | Nov 14, 2025 | $1.50 |
Performance Metrics
Score 8.6/10
Beta
0.08
0.08
0
0.8
1.2
0
2
Sharpe Ratio
1.16
1.16
0
0.5
1
2
2
Sortino Ratio
3.27
3.27
0
1
2
4
4
Jensen's Alpha
30.6
30.6
-2
0
2
31
31
Omega Ratio
1.8
1.8
0
1
1.5
2.5
2.5
Treynor Ratio
30.12
30.12
0
0.75
1.25
31
31
Information Ratio
0.76
0.76
0
0.3
0.6
1
1
Calmar Ratio
2.48
2.48
0
0.3
0.6
3
3
Beta
0.08
0.08
0
0.8
1.2
0
2
Sharpe Ratio
1.16
1.16
0
0.5
1
2
2
Sortino Ratio
3.27
3.27
0
1
2
4
4
Jensen's Alpha
30.6
30.6
-2
0
2
31
31
Omega Ratio
1.8
1.8
0
1
1.5
2.5
2.5
Treynor Ratio
30.12
30.12
0
0.75
1.25
31
31
Information Ratio
0.76
0.76
0
0.3
0.6
1
1
Calmar Ratio
2.48
2.48
0
0.3
0.6
3
3
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
36.86
High:
RHM.DE
91.8RHM.DELow:
TTWO
-10.05TTWODetails
PEG Ratio
112.59
High:RHM.DE
174.93RHM.DELow:
MSTR
2.32MSTRDetails
Price/Book
4.05
High:
NVDA
41.74NVDALow:
VOW3.DE
0.29VOW3.DEDetails
Price/Sales
2.71
High:MSTR
217.37MSTRLow:VOW3.DE
0.15VOW3.DEDetails
Price/CF
28.26
High:MSTR
7,511.07MSTRLow:VOW3.DE
2.81VOW3.DEDetails
Price/FCF
62.8
High:RHM.DE
5,198.92RHM.DELow:
ZURN.ZU
8ZURN.ZUDetails
P/E Ratio
36.86
High:RHM.DE
91.8RHM.DELow:TTWO
-10.05TTWODetails
PEG Ratio
112.59
High:RHM.DE
174.93RHM.DELow:MSTR
2.32MSTRDetails
Price/Book
4.05
High:NVDA
41.74NVDALow:VOW3.DE
0.29VOW3.DEDetails
Price/Sales
2.71
High:MSTR
217.37MSTRLow:VOW3.DE
0.15VOW3.DEDetails
Price/CF
28.26
High:MSTR
7,511.07MSTRLow:VOW3.DE
2.81VOW3.DEDetails
Price/FCF
62.8
High:RHM.DE
5,198.92RHM.DELow:ZURN.ZU
8ZURN.ZUDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-13.3% | Jul 2022 | Jan 2024 | 18 |
-7.17% | Sep 2024 | Nov 2024 | 2 |
-6.44% | Jul 2025 | - | 3 |
-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 |