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-0.13%
Today
-0.13%
This Month
-5.35%
Year To Date
+30.54%
2 Years
+40.86%
5 Years
+8.23%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies51.88%
- 👥 Copy Trading34.27%
- 🌾 Commodities7.79%
- 💻 Electronic Technology2.96%
- 📊 ETFs0.54%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency52.09%
- 🇬🇧 LSE23.36%
- 🇺🇸 Nasdaq8.27%
- 🌍 Commodity7.86%
- 🇺🇸 NYSE4.26%
- 🇩🇪 Xetra ETFs0.42%
- 🇩🇪 FRA0.23%
- 🇮🇹 Borsa Italiana0.09%
- 🇨🇭 SIX0.08%
- 🇫🇷 Euronext Paris0.08%
- 🌍 CFD0.08%
- 🌍 FX0.07%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States10.15%
- 🇨🇳 China0.53%
- 🇧🇲 Bermuda0.3%
- 🇮🇪 Ireland0.3%
- 🇩🇪 Germany0.23%
- 🇹🇼 Taiwan0.22%
- 🇩🇰 Denmark0.2%
- 🇱🇺 Luxembourg0.15%
- 🇬🇧 United Kingdom0.11%
- 🇮🇹 Italy0.09%
- 🇨🇭 Switzerland0.08%
- 🇫🇷 France0.08%
Dividends
Dividend Yield
0.09%
5 out of 26 instruments pay dividend.
10 dividend payments in the next 30 days.
Highest Dividend: $URA (3.05%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 Diabetes-Med | 0.04% | 1.85% | - |
 Finanzzyklen | 0.02% | 0.8% | - |
 URA | 0.02% | 3.05% | - |
 AI-Revolution | 0.02% | 0.24% | - |
 NVDA | 0% | 0.03% | $0.02 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 HSX.L (Finanzzyklen) | Pay Day | Jun 9, 2025 | $0.30 |
 BDX (Diabetes-Med) | Ex-Dividend | Jun 9, 2025 | $1.04 |
 GOOGL (AI-Revolution) | Ex-Dividend | Jun 9, 2025 | $0.21 |
 JNJ (Diabetes-Med) | Pay Day | Jun 10, 2025 | $1.30 |
 LLY (Diabetes-Med) | Pay Day | Jun 10, 2025 | $1.50 |
NVDA | Ex-Dividend | Jun 11, 2025 | $0.01 |
NVDA (AI-Revolution) | Ex-Dividend | Jun 11, 2025 | $0.01 |
 MSFT (AI-Revolution) | Pay Day | Jun 12, 2025 | $0.83 |
 BABA (AI-Revolution) | Ex-Dividend | Jun 12, 2025 | $0.95 |
 TSM (AI-Revolution) | Ex-Dividend | Jun 12, 2025 | $0.68 |
 HII (Finanzzyklen) | Pay Day | Jun 13, 2025 | $1.35 |
 PFE (Diabetes-Med) | Pay Day | Jun 13, 2025 | $0.43 |
 MRK (Diabetes-Med) | Ex-Dividend | Jun 16, 2025 | $0.81 |
 META (AI-Revolution) | Ex-Dividend | Jun 16, 2025 | $0.52 |
GOOGL (AI-Revolution) | Pay Day | Jun 16, 2025 | $0.21 |
 TEG.DE (Finanzzyklen) | Pay Day | Jun 17, 2025 | $0.45 |
META (AI-Revolution) | Pay Day | Jun 26, 2025 | $0.52 |
BDX (Diabetes-Med) | Pay Day | Jun 30, 2025 | $1.04 |
NVDA | Pay Day | Jul 3, 2025 | $0.01 |
NVDA (AI-Revolution) | Pay Day | Jul 3, 2025 | $0.01 |
MRK (Diabetes-Med) | Pay Day | Jul 8, 2025 | $0.81 |
BABA (AI-Revolution) | Pay Day | Jul 10, 2025 | $0.95 |
TSM (AI-Revolution) | Pay Day | Jul 10, 2025 | $0.68 |
Performance Metrics
Score 5.5/10
Beta
0.53
0.53
0
0.8
1.2
0
2
Sharpe Ratio
0.46
0.46
0
0.5
1
1.5
1.5
Sortino Ratio
0.8
0.8
0
1
2
3
3
Jensen's Alpha
1.78
1.78
-2
0
2
4.5
4.5
Omega Ratio
0.86
0.86
0
1
1.5
2.5
2.5
Treynor Ratio
1.08
1.08
0
0.75
1.25
2
2
Information Ratio
-0.19
-0.19
-1
0.3
0.6
1
1
Calmar Ratio
0.41
0.41
0
0.3
0.6
1
1
Beta
0.53
0.53
0
0.8
1.2
0
2
Sharpe Ratio
0.46
0.46
0
0.5
1
1.5
1.5
Sortino Ratio
0.8
0.8
0
1
2
3
3
Jensen's Alpha
1.78
1.78
-2
0
2
4.5
4.5
Omega Ratio
0.86
0.86
0
1
1.5
2.5
2.5
Treynor Ratio
1.08
1.08
0
0.75
1.25
2
2
Information Ratio
-0.19
-0.19
-1
0.3
0.6
1
1
Calmar Ratio
0.41
0.41
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
43.53
High:
NVDA
43.53NVDALow:NVDA
43.53NVDADetails
PEG Ratio
53.5
High:NVDA
53.5NVDALow:NVDA
53.5NVDADetails
Price/Book
39.31
High:NVDA
39.31NVDALow:NVDA
39.31NVDADetails
Price/Sales
22.39
High:NVDA
22.39NVDALow:NVDA
22.39NVDADetails
Price/CF
35.87
High:NVDA
35.87NVDALow:NVDA
35.87NVDADetails
Price/FCF
38.43
High:NVDA
38.43NVDALow:NVDA
38.43NVDADetails
P/E Ratio
43.53
High:NVDA
43.53NVDALow:NVDA
43.53NVDADetails
PEG Ratio
53.5
High:NVDA
53.5NVDALow:NVDA
53.5NVDADetails
Price/Book
39.31
High:NVDA
39.31NVDALow:NVDA
39.31NVDADetails
Price/Sales
22.39
High:NVDA
22.39NVDALow:NVDA
22.39NVDADetails
Price/CF
35.87
High:NVDA
35.87NVDALow:NVDA
35.87NVDADetails
Price/FCF
38.43
High:NVDA
38.43NVDALow:NVDA
38.43NVDADetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-19.8% | Feb 2025 | - | 4 |
-16.13% | Nov 2021 | Feb 2024 | 27 |
-14.1% | Apr 2024 | Nov 2024 | 7 |
-9.26% | Feb 2020 | Apr 2020 | 2 |
-7.84% | Feb 2018 | Apr 2019 | 14 |
-5.64% | Dec 2024 | Jan 2025 | 1 |
-5.05% | Jan 2016 | May 2017 | 16 |
-2.89% | Jul 2021 | Oct 2021 | 3 |
-1.98% | Jul 2019 | Oct 2019 | 3 |
-1.91% | May 2019 | Jun 2019 | 1 |
-1.72% | Sep 2020 | Nov 2020 | 2 |
-1.33% | Aug 2015 | Sep 2015 | 1 |
-0.29% | May 2021 | Jun 2021 | 1 |