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-2.1%
Today
-2.1%
This Month
-16.15%
Year To Date
+15.41%
2 Years
+33.78%
5 Years
+7.01%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies47.07%
- 👥 Copy Trading35.58%
- 🌾 Commodities8.2%
- 💻 Electronic Technology2.57%
- 📊 ETFs0.43%
- 💵 Cash0%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency47.3%
- 🌍 Commodity8.2%
- 🇺🇸 Nasdaq7.71%
- 🇺🇸 NYSE4.26%
- 🇩🇪 FRA0.82%
- 🇬🇧 LSE0.13%
- 🇫🇷 Euronext Paris0.1%
- 🇨🇭 SIX0.1%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States9.7%
- 🇩🇪 Germany0.82%
- 🇨🇳 China0.75%
- 🇮🇪 Ireland0.35%
- 🇩🇰 Denmark0.22%
- 🇹🇼 Taiwan0.2%
- 🇱🇺 Luxembourg0.14%
- 🇬🇧 United Kingdom0.13%
- 🇫🇷 France0.1%
- 🇨🇭 Switzerland0.1%
Dividends
Dividend Yield
0.12%
5 out of 26 instruments pay dividend.
6 dividend payments in the next 30 days.
Highest Dividend: $URA (3.09%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 Diabetes-Med | 0.05% | 1.83% | - |
 Finanzzyklen | 0.04% | 1.5% | - |
 AI-Revolution | 0.02% | 0.28% | - |
 URA | 0.01% | 3.09% | - |
 NVDA | 0% | 0.04% | $0.02 |
Next Dividends
Instrument | Type | Date | Pay Per Share |
|---|---|---|---|
 BMY (Diabetes-Med) | Ex-Dividend | Apr 4 | $0.62 |
 MRK (Diabetes-Med) | Pay Day | Apr 7 | $0.81 |
 ACN (AI-Revolution) | Ex-Dividend | Apr 10 | $1.48 |
 CRM (AI-Revolution) | Ex-Dividend | Apr 10 | $0.42 |
 FRT (Finanzzyklen) | Pay Day | Apr 15 | $1.10 |
 ABT (Diabetes-Med) | Ex-Dividend | Apr 15 | $0.59 |
 MU (AI-Revolution) | Pay Day | Apr 15 | $0.12 |
CRM (AI-Revolution) | Pay Day | Apr 24 | $0.42 |
 GE (AI-Revolution) | Pay Day | Apr 25 | $0.36 |
BMY (Diabetes-Med) | Pay Day | May 1 | $0.62 |
 SAN.PA (Diabetes-Med) | Ex-Dividend | May 12 | $4.26 |
SAN.PA (Diabetes-Med) | Pay Day | May 14 | $4.26 |
ABT (Diabetes-Med) | Pay Day | May 15 | $0.59 |
 MSFT (AI-Revolution) | Ex-Dividend | May 15 | $0.83 |
ACN (AI-Revolution) | Pay Day | May 15 | $1.48 |
MSFT (AI-Revolution) | Pay Day | Jun 12 | $0.83 |
 TSM (AI-Revolution) | Ex-Dividend | Jun 12 | $0.68 |
TSM (AI-Revolution) | Pay Day | Jul 10 | $0.68 |
Performance Metrics
Score 5.1/10
Beta
0.53
0.53
0
0.8
1.2
0
2
Sharpe Ratio
0.4
0.4
0
0.5
1
1.5
1.5
Sortino Ratio
0.7
0.7
0
1
2
3
3
Jensen's Alpha
1.14
1.14
-2
0
2
4.5
4.5
Omega Ratio
0.84
0.84
0
1
1.5
2.5
2.5
Treynor Ratio
0.96
0.96
0
0.75
1.25
2
2
Information Ratio
-0.23
-0.23
-1
0.3
0.6
1
1
Calmar Ratio
0.36
0.36
0
0.3
0.6
1
1
Beta
0.53
0.53
0
0.8
1.2
0
2
Sharpe Ratio
0.4
0.4
0
0.5
1
1.5
1.5
Sortino Ratio
0.7
0.7
0
1
2
3
3
Jensen's Alpha
1.14
1.14
-2
0
2
4.5
4.5
Omega Ratio
0.84
0.84
0
1
1.5
2.5
2.5
Treynor Ratio
0.96
0.96
0
0.75
1.25
2
2
Information Ratio
-0.23
-0.23
-1
0.3
0.6
1
1
Calmar Ratio
0.36
0.36
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
37.56
High:
NVDA
37.56NVDALow:NVDA
37.56NVDADetails
PEG Ratio
25.68
High:NVDA
25.68NVDALow:NVDA
25.68NVDADetails
Price/Book
34.07
High:NVDA
34.07NVDALow:NVDA
34.07NVDADetails
Price/Sales
20.91
High:NVDA
20.91NVDALow:NVDA
20.91NVDADetails
Price/CF
54.98
High:NVDA
54.98NVDALow:NVDA
54.98NVDADetails
Price/FCF
58.71
High:NVDA
58.71NVDALow:NVDA
58.71NVDADetails
P/E Ratio
37.56
High:NVDA
37.56NVDALow:NVDA
37.56NVDADetails
PEG Ratio
25.68
High:NVDA
25.68NVDALow:NVDA
25.68NVDADetails
Price/Book
34.07
High:NVDA
34.07NVDALow:NVDA
34.07NVDADetails
Price/Sales
20.91
High:NVDA
20.91NVDALow:NVDA
20.91NVDADetails
Price/CF
54.98
High:NVDA
54.98NVDALow:NVDA
54.98NVDADetails
Price/FCF
58.71
High:NVDA
58.71NVDALow:NVDA
58.71NVDADetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-19.8% | Feb 2025 | - | 2 |
-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 |