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+1.69%
This Month
+25.15%
Year To Date
+40.82%
2 Years
+40.82%
5 Years
+40.82%
10 Years
+31.5%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs59.3%
- 💻 Electronic Technology22.57%
- 💰 Finance16.22%
- 👥 Copy Trading1.91%
Exchanges Breakdown
- Exchange
- Total
- 🇬🇧 LSE59.56%
- 🇩🇪 FRA22.86%
- 🇺🇸 NYSE16.88%
- 🇺🇸 Nasdaq0.33%
- 🇭🇰 Hong Kong Exchanges0.17%
- 🇳🇱 Euronext Amsterdam0.05%
- 🇩🇰 Copenhagen Stock Exchange0.05%
- 🇫🇷 Euronext Paris0.04%
- 🇸🇪 Stockholm Stock Exchange0.02%
- Regular Trading Hours - RTH0.02%
- 🇪🇸 Bolsa De Madrid0.01%
Countries Breakdown
- Country
- Total
- 🇩🇪 Germany22.84%
- 🇺🇸 United States16.92%
- 🇨🇳 China0.37%
- 🇬🇧 United Kingdom0.15%
- 🇰🇷 South Korea0.12%
- 🇰🇾 Cayman Islands0.07%
- 🇳🇱 Netherlands0.05%
- 🇩🇰 Denmark0.05%
- 🇫🇷 France0.04%
- 🇸🇪 Sweden0.02%
- 🇦🇹 Austria0.02%
- 🇰🇿 Kazakhstan0.02%
- 🇪🇸 Spain0.01%
- 🇷🇺 Russia0%
Dividends
Dividend Yield
0.13%
2 out of 4 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: Smudliczek (0.96%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 RHM.DE | 0.11% | 0.5% | $5.7 |
 Smudliczek | 0.02% | 0.96% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 LMT (Smudliczek) | Pay Day | Dec 30, 2025 | $3.45 |
 BTI (Smudliczek) | Ex-Dividend | Dec 30, 2025 | $0.75 |
BTI (Smudliczek) | Pay Day | Feb 9, 2026 | $0.75 |
Performance Metrics
Score 7.3/10
Beta
0.44
0.44
0
0.8
1.2
0
2
Sharpe Ratio
1.48
1.48
0
0.5
1
2
2
Sortino Ratio
3.87
3.87
0
1
2
4
4
Jensen's Alpha
10.05
10.05
-2
0
2
11
11
Omega Ratio
1.01
1.01
0
1
1.5
2.5
2.5
Treynor Ratio
3.24
3.24
0
0.75
1.25
4
4
Information Ratio
0.01
0.01
0
0.3
0.6
1
1
Calmar Ratio
4.63
4.63
0
0.3
0.6
5
5
Beta
0.44
0.44
0
0.8
1.2
0
2
Sharpe Ratio
1.48
1.48
0
0.5
1
2
2
Sortino Ratio
3.87
3.87
0
1
2
4
4
Jensen's Alpha
10.05
10.05
-2
0
2
11
11
Omega Ratio
1.01
1.01
0
1
1.5
2.5
2.5
Treynor Ratio
3.24
3.24
0
0.75
1.25
4
4
Information Ratio
0.01
0.01
0
0.3
0.6
1
1
Calmar Ratio
4.63
4.63
0
0.3
0.6
5
5
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
17.4
High:
RHM.DE
85.07RHM.DELow:
BRK.B
15.97BRK.BDetails
PEG Ratio
188.21
High:RHM.DE
188.21RHM.DELow:RHM.DE
188.21RHM.DEDetails
Price/Book
1.7
High:RHM.DE
15.87RHM.DELow:BRK.B
1.54BRK.BDetails
Price/Sales
3.08
High:RHM.DE
6.88RHM.DELow:BRK.B
2.9BRK.BDetails
Price/CF
29.63
High:RHM.DE
91.83RHM.DELow:BRK.B
27.53BRK.BDetails
Price/FCF
62.35
High:RHM.DE
5,198.92RHM.DELow:BRK.B
56.12BRK.BDetails
P/E Ratio
17.4
High:RHM.DE
85.07RHM.DELow:BRK.B
15.97BRK.BDetails
PEG Ratio
188.21
High:RHM.DE
188.21RHM.DELow:RHM.DE
188.21RHM.DEDetails
Price/Book
1.7
High:RHM.DE
15.87RHM.DELow:BRK.B
1.54BRK.BDetails
Price/Sales
3.08
High:RHM.DE
6.88RHM.DELow:BRK.B
2.9BRK.BDetails
Price/CF
29.63
High:RHM.DE
91.83RHM.DELow:BRK.B
27.53BRK.BDetails
Price/FCF
62.35
High:RHM.DE
5,198.92RHM.DELow:BRK.B
56.12BRK.BDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-4.93% | Oct 2025 | - | 3 |
-1.98% | Dec 2024 | Jan 2025 | 1 |
-1.91% | Feb 2025 | Apr 2025 | 2 |
-0.23% | Jul 2025 | Aug 2025 | 1 |