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-1.89%
This Month
+17.57%
Year To Date
+41.56%
2 Years
+122.91%
5 Years
+114.75%
10 Years
+16.52%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology25.97%
- 🖥️ Technology Services25.73%
- 💰 Finance17.06%
- 🪙 Cryptocurrencies5.74%
- 🚚 Transportation3.92%
- 🚗 Consumer Durables3.72%
- 🏥 Health Services3.27%
- 🍞 Consumer Non Durables1.88%
- 💵 Cash1.69%
- 🛍️ Retail Trade1.37%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq48.52%
- 🇺🇸 NYSE30.68%
- 🌍 Digital Currency5.74%
- 🇩🇪 FRA3.72%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States71.4%
- 🇹🇼 Taiwan3.82%
- 🇩🇪 Germany3.72%
- 🇮🇱 Israel1.58%
- 🇮🇪 Ireland1.37%
- 🇸🇪 Sweden1.03%
Dividends
Dividend Yield
0.71%
15 out of 26 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $VOW3.DE (6.69%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 VOW3.DE | 0.25% | 6.69% | $9.06 |
 V | 0.08% | 0.71% | $2.01 |
 NUS | 0.08% | 5.22% | $0.9 |
 UNH | 0.08% | 2.39% | $7.74 |
 MSFT | 0.04% | 0.73% | $3 |
 MA | 0.03% | 0.6% | $2.46 |
 TSM | 0.03% | 0.7% | $1.74 |
 AVGO | 0.02% | 0.73% | $19.7 |
 MPWR | 0.02% | 0.61% | $4.5 |
 META | 0.02% | 0.3% | $1 |
 GOOG | 0.01% | 0.24% | $0.2 |
 NVDA | 0.01% | 0.13% | $0.02 |
 PEP | 0.01% | 4.33% | $5.15 |
 AAPL | 0.01% | 0.31% | $0.97 |
 MU | 0% | 0.05% | $0.46 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 6.5/10
Beta
1.13
1.13
0
0.8
1.2
0
2
Sharpe Ratio
0.66
0.66
0
0.5
1
1.5
1.5
Sortino Ratio
1.12
1.12
0
1
2
3
3
Jensen's Alpha
5.26
5.26
-2
0
2
6
6
Omega Ratio
1.43
1.43
0
1
1.5
2.5
2.5
Treynor Ratio
1.07
1.07
0
0.75
1.25
2
2
Information Ratio
0.48
0.48
0
0.3
0.6
1
1
Calmar Ratio
0.65
0.65
0
0.3
0.6
1
1
Beta
1.13
1.13
0
0.8
1.2
0
2
Sharpe Ratio
0.66
0.66
0
0.5
1
1.5
1.5
Sortino Ratio
1.12
1.12
0
1
2
3
3
Jensen's Alpha
5.26
5.26
-2
0
2
6
6
Omega Ratio
1.43
1.43
0
1
1.5
2.5
2.5
Treynor Ratio
1.07
1.07
0
0.75
1.25
2
2
Information Ratio
0.48
0.48
0
0.3
0.6
1
1
Calmar Ratio
0.65
0.65
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
29.98
High:
PLTR
142.85PLTRLow:
CRWD
-3,974.1CRWDDetails
PEG Ratio
-13.91
High:META
401.05METALow:CRWD
-5,401.66CRWDDetails
Price/Book
12.3
High:MA
69.54MALow:VOW3.DE
0.2VOW3.DEDetails
Price/Sales
10.42
High:
MSTR
64.43MSTRLow:VOW3.DE
0.11VOW3.DEDetails
Price/CF
24.03
High:MSTR
7,511.07MSTRLow:VOW3.DE
2.51VOW3.DEDetails
Price/FCF
46.27
High:MSTR
1,187.5MSTRLow:
ETOR
9.45ETORDetails
P/E Ratio
29.98
High:PLTR
142.85PLTRLow:CRWD
-3,974.1CRWDDetails
PEG Ratio
-13.91
High:META
401.05METALow:CRWD
-5,401.66CRWDDetails
Price/Book
12.3
High:MA
69.54MALow:VOW3.DE
0.2VOW3.DEDetails
Price/Sales
10.42
High:MSTR
64.43MSTRLow:VOW3.DE
0.11VOW3.DEDetails
Price/CF
24.03
High:MSTR
7,511.07MSTRLow:VOW3.DE
2.51VOW3.DEDetails
Price/FCF
46.27
High:MSTR
1,187.5MSTRLow:ETOR
9.45ETORDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-25.95% | Jan 2022 | Jun 2023 | 17 |
-14.26% | Feb 2025 | Jun 2025 | 4 |
-10.52% | Jul 2025 | Aug 2025 | 1 |
-10.13% | Nov 2025 | Apr 2026 | 5 |
-9.82% | Aug 2023 | Nov 2023 | 3 |
-5.4% | Mar 2024 | May 2024 | 2 |
-2.45% | Jun 2026 | Jul 2026 | 1 |
-1.89% | Sep 2026 | - | 1 |