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+8.84%
This Month
-1.66%
Year To Date
+52.61%
2 Years
+62.69%
5 Years
+124.35%
10 Years
+15.57%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading21.32%
- 🖥️ Technology Services18.37%
- 🧩 Miscellaneous12.14%
- 🛍️ Retail Trade7.08%
- 💰 Finance6.75%
- 💼 Commercial Services5.52%
- 🛠️ Producer Manufacturing5.3%
- 💻 Electronic Technology4.64%
- 📊 ETFs4.03%
- 🍞 Consumer Non Durables3.72%
- ⚡ Utilities2.84%
- 📈 Indexes1.74%
- 🚚 Transportation1.53%
- 🧬 Health Technology1.37%
- 🚗 Consumer Durables1.22%
- 📡 Communications0.87%
- 💇♀️ Consumer Services0.75%
- 🪙 Cryptocurrencies0.58%
- 💵 Cash0.25%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq40.33%
- 🇺🇸 NYSE37.38%
- 🇩🇪 FRA5.58%
- 🇸🇪 Stockholm Stock Exchange4.35%
- 🇩🇪 Xetra ETFs3.16%
- 🇫🇷 Euronext Paris2.41%
- 🌍 CFD1.74%
- 🇪🇸 Bolsa De Madrid1.13%
- 🌍 Digital Currency0.58%
- 🇺🇸 Chicago Board Options Exchange0.32%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States52.43%
- 🇩🇪 Germany5.58%
- 🇸🇪 Sweden4.35%
- 🇨🇦 Canada2.9%
- 🇺🇾 Uruguay2.53%
- 🇫🇷 France2.41%
- 🇨🇳 China2.19%
- 🇮🇪 Ireland1.75%
- 🇪🇸 Spain1.13%
- 🇹🇼 Taiwan0.77%
- 🇮🇱 Israel0.5%
- 🇱🇺 Luxembourg0.41%
- 🇰🇾 Cayman Islands0.4%
Dividends
Dividend Yield
0.95%
30 out of 46 instruments pay dividend.
11 dividend payments in the next 30 days.
Highest Dividend: $P911.DE (5.47%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 Teutanis | 0.22% | 1.02% | - |
 SPY | 0.11% | 1.04% | - |
 TREL-B.ST | 0.09% | 2.04% | $6.75 |
 WTRG | 0.05% | 3.44% | $1.23 |
 O | 0.05% | 4.98% | $3.09 |
 SAP.DE | 0.04% | 1.66% | $2.2 |
 AEP | 0.04% | 2.82% | $3.47 |
 CON.DE | 0.03% | 4.06% | $2.2 |
 LEVI | 0.03% | 2.38% | $0.48 |
 MSFT | 0.03% | 0.85% | $3 |
 DTE.DE | 0.03% | 3.38% | $0.77 |
 MRK | 0.03% | 2.84% | $3.04 |
 SAN.MC | 0.02% | 1.82% | $0.14 |
 P911.DE | 0.02% | 5.47% | $2.31 |
 MMM | 0.02% | 1.96% | $5.21 |
 RYAAY | 0.02% | 1.17% | $0.93 |
 MCD | 0.02% | 2.36% | $6.53 |
 CTAS | 0.02% | 0.91% | $5.4 |
 V | 0.02% | 0.8% | $2.01 |
 PG | 0.01% | 2.85% | $3.83 |
 MC.PA | 0.01% | 2.66% | $13 |
 OR.PA | 0.01% | 2.05% | $6.6 |
 RMS.PA | 0.01% | 1.06% | $25 |
 BABA | 0.01% | 0.73% | $0.98 |
 GEN | 0.01% | 2.5% | $0.5 |
 GOOG | 0.01% | 0.25% | $0.2 |
 RHM.DE | 0.01% | 0.78% | $5.7 |
 PYPL | 0.01% | 0.55% | - |
 TSM | 0% | 0.62% | $1.74 |
 NVDA | 0% | 0.02% | $0.02 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
RMS.PA | Pay Day | Apr 23, 2026 | $14.90 |
 CRM (Teutanis) | Pay Day | Apr 23, 2026 | $0.44 |
PG | Ex-Dividend | Apr 24, 2026 | $1.09 |
MC.PA | Ex-Dividend | Apr 28, 2026 | $8.60 |
MC.PA (Teutanis) | Ex-Dividend | Apr 28, 2026 | $8.60 |
OR.PA | Ex-Dividend | Apr 29, 2026 | $8.55 |
CON.DE | Ex-Dividend | Apr 30, 2026 | $3.13 |
MC.PA | Pay Day | Apr 30, 2026 | $8.60 |
O | Ex-Dividend | Apr 30, 2026 | $0.27 |
SAN.MC | Ex-Dividend | Apr 30, 2026 | $0.14 |
MC.PA (Teutanis) | Pay Day | Apr 30, 2026 | $8.60 |
OR.PA | Pay Day | May 4, 2026 | $8.55 |
CON.DE | Pay Day | May 5, 2026 | $3.13 |
SAN.MC | Pay Day | May 5, 2026 | $0.14 |
LEVI | Pay Day | May 6, 2026 | $0.14 |
SAP.DE | Ex-Dividend | May 6, 2026 | $2.95 |
SAP.DE | Pay Day | May 8, 2026 | $2.95 |
WTRG | Ex-Dividend | May 12, 2026 | $0.34 |
PG | Pay Day | May 15, 2026 | $1.09 |
CTAS | Ex-Dividend | May 15, 2026 | $0.45 |
O | Pay Day | May 15, 2026 | $0.27 |
MSFT | Ex-Dividend | May 21, 2026 | $0.91 |
MSFT (Teutanis) | Ex-Dividend | May 21, 2026 | $0.91 |
WTRG | Pay Day | Jun 1, 2026 | $0.34 |
MSFT | Pay Day | Jun 11, 2026 | $0.91 |
TSM | Ex-Dividend | Jun 11, 2026 | $0.95 |
MSFT (Teutanis) | Pay Day | Jun 11, 2026 | $0.91 |
CTAS | Pay Day | Jun 15, 2026 | $0.45 |
TSM | Pay Day | Jul 9, 2026 | $0.95 |
Performance Metrics
Score 4.9/10
Beta
0.99
0.99
0
0.8
1.2
0
2
Sharpe Ratio
0.62
0.62
0
0.5
1
1.5
1.5
Sortino Ratio
1.03
1.03
0
1
2
3
3
Jensen's Alpha
-0.23
-0.23
-2
0
2
4.5
4.5
Omega Ratio
0.97
0.97
0
1
1.5
2.5
2.5
Treynor Ratio
0.95
0.95
0
0.75
1.25
2
2
Information Ratio
-0.03
-0.03
-1
0.3
0.6
1
1
Calmar Ratio
0.46
0.46
0
0.3
0.6
1
1
Beta
0.99
0.99
0
0.8
1.2
0
2
Sharpe Ratio
0.62
0.62
0
0.5
1
1.5
1.5
Sortino Ratio
1.03
1.03
0
1
2
3
3
Jensen's Alpha
-0.23
-0.23
-2
0
2
4.5
4.5
Omega Ratio
0.97
0.97
0
1
1.5
2.5
2.5
Treynor Ratio
0.95
0.95
0
0.75
1.25
2
2
Information Ratio
-0.03
-0.03
-1
0.3
0.6
1
1
Calmar Ratio
0.46
0.46
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
31.94
High:
PLTR
231.34PLTRLow:CON.DE
-80.82CON.DEDetails
PEG Ratio
1,340.81
High:TREL-B.ST
12,260.14TREL-B.STLow:SAP.DE
17.76SAP.DEDetails
Price/Book
8.92
High:PLTR
47.39PLTRLow:MCD
-121.85MCDDetails
Price/Sales
7.34
High:PLTR
84.18PLTRLow:CON.DE
0.68CON.DEDetails
Price/CF
23.84
High:PLTR
214.31PLTRLow:DTE.DE
3.29DTE.DEDetails
Price/FCF
68.21
High:BABA
1,196.17BABALow:DTE.DE
6.12DTE.DEDetails
P/E Ratio
31.94
High:PLTR
231.34PLTRLow:CON.DE
-80.82CON.DEDetails
PEG Ratio
1,340.81
High:TREL-B.ST
12,260.14TREL-B.STLow:SAP.DE
17.76SAP.DEDetails
Price/Book
8.92
High:PLTR
47.39PLTRLow:MCD
-121.85MCDDetails
Price/Sales
7.34
High:PLTR
84.18PLTRLow:CON.DE
0.68CON.DEDetails
Price/CF
23.84
High:PLTR
214.31PLTRLow:DTE.DE
3.29DTE.DEDetails
Price/FCF
68.21
High:BABA
1,196.17BABALow:DTE.DE
6.12DTE.DEDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-29.08% | May 2021 | Feb 2024 | 33 |
-12.37% | Nov 2025 | - | 6 |
-7.48% | Feb 2025 | May 2025 | 3 |
-3.01% | Sep 2020 | Nov 2020 | 2 |
-2.17% | Apr 2024 | May 2024 | 1 |
-0.78% | Dec 2024 | Jan 2025 | 1 |
-0.01% | Jul 2024 | Aug 2024 | 1 |