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+0.53%
This Month
+124.58%
Year To Date
+329.25%
2 Years
+112.08%
5 Years
+112.08%
10 Years
+20.68%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs28.75%
- 🪙 Cryptocurrencies17.4%
- 💻 Electronic Technology14.36%
- 💵 Cash11.01%
- ⚡ Utilities10.56%
- 🍞 Consumer Non Durables7.94%
- 🧬 Health Technology5.16%
- 💰 Finance2.38%
- 🚗 Consumer Durables1.65%
- 💇♀️ Consumer Services1.22%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE39.32%
- 🇺🇸 Nasdaq18.34%
- 🌍 Digital Currency17.4%
- 🇩🇪 FRA14.36%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States28.9%
- 🇩🇪 Germany14.36%
Dividends
Dividend Yield
2.03%
16 out of 20 instruments pay dividend.
3 dividend payments in the next 30 days.
Highest Dividend: $QYLD (11.23%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 MO | 0.43% | 6.21% | $3.92 |
 PFE | 0.36% | 6.92% | $1.66 |
 XEL | 0.33% | 3.12% | $2.13 |
 SPSB | 0.25% | 4.78% | - |
 VGIT | 0.19% | 3.72% | - |
 QYLD | 0.11% | 11.23% | - |
 SPYG | 0.07% | 0.58% | - |
 RHM.DE | 0.07% | 0.47% | $5.7 |
 TBT | 0.05% | 3.98% | - |
 TLH | 0.04% | 4.11% | - |
 XLU | 0.03% | 2.79% | - |
 KO | 0.03% | 2.97% | $1.89 |
 MCD | 0.03% | 2.26% | $6.53 |
 BLK | 0.02% | 1.89% | $20.2 |
 IWM | 0.01% | 1.15% | - |
 IWV | 0.01% | 1.08% | - |
Performance Metrics
Score 6.4/10
Beta
0.96
0.96
0
0.8
1.2
0
2
Sharpe Ratio
0.53
0.53
0
0.5
1
1.5
1.5
Sortino Ratio
1.02
1.02
0
1
2
3
3
Jensen's Alpha
17.58
17.58
-2
0
2
18
18
Omega Ratio
1.39
1.39
0
1
1.5
2.5
2.5
Treynor Ratio
2.08
2.08
0
0.75
1.25
3
3
Information Ratio
0.37
0.37
0
0.3
0.6
1
1
Calmar Ratio
0.34
0.34
0
0.3
0.6
1
1
Beta
0.96
0.96
0
0.8
1.2
0
2
Sharpe Ratio
0.53
0.53
0
0.5
1
1.5
1.5
Sortino Ratio
1.02
1.02
0
1
2
3
3
Jensen's Alpha
17.58
17.58
-2
0
2
18
18
Omega Ratio
1.39
1.39
0
1
1.5
2.5
2.5
Treynor Ratio
2.08
2.08
0
0.75
1.25
3
3
Information Ratio
0.37
0.37
0
0.3
0.6
1
1
Calmar Ratio
0.34
0.34
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
27
High:
TSLA
196.04TSLALow:
MO
12.87MODetails
PEG Ratio
241.33
High:
MCD
1,299.66MCDLow:
PFE
2.55PFEDetails
Price/Book
4.19
High:
RHM.DE
17.72RHM.DELow:MCD
-81.96MCDDetails
Price/Sales
4.87
High:TSLA
12.85TSLALow:PFE
2.19PFEDetails
Price/CF
23.88
High:
KO
233.26KOLow:
XEL
8.88XELDetails
Price/FCF
96.38
High:RHM.DE
5,198.92RHM.DELow:XEL
21.55XELDetails
P/E Ratio
27
High:TSLA
196.04TSLALow:MO
12.87MODetails
PEG Ratio
241.33
High:MCD
1,299.66MCDLow:PFE
2.55PFEDetails
Price/Book
4.19
High:RHM.DE
17.72RHM.DELow:MCD
-81.96MCDDetails
Price/Sales
4.87
High:TSLA
12.85TSLALow:PFE
2.19PFEDetails
Price/CF
23.88
High:KO
233.26KOLow:XEL
8.88XELDetails
Price/FCF
96.38
High:RHM.DE
5,198.92RHM.DELow:XEL
21.55XELDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-58.24% | Nov 2021 | Mar 2025 | 40 |
-3.65% | Sep 2021 | Oct 2021 | 1 |
-1.23% | Jun 2025 | Jul 2025 | 1 |