Loading...
+0.56%
This Month
+6.51%
Year To Date
+25.76%
2 Years
+46.49%
5 Years
-48.54%
10 Years
-8.76%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology12.89%
- 💇♀️ Consumer Services12.27%
- 📊 ETFs12.2%
- 💵 Cash10.59%
- 🖥️ Technology Services10.08%
- 🍞 Consumer Non Durables5.27%
- 🧬 Health Technology5.27%
- 💰 Finance4.84%
- 🛍️ Retail Trade3.79%
- ⚡ Utilities3.52%
- 👥 Copy Trading3.36%
- 🚚 Transportation3.26%
- 🚗 Consumer Durables3.18%
- 📈 Indexes2.29%
- 🪙 Cryptocurrencies1.82%
- 🛠️ Producer Manufacturing1.8%
- ⛏️ Energy Minerals1.41%
- 💼 Commercial Services1.03%
- 📡 Communications1.02%
- 🧪 Process Industries0.85%
- 🪨 Non Energy Minerals0.51%
- 🏥 Health Services0.43%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq34.41%
- 🇺🇸 NYSE22.95%
- 🇩🇪 FRA17.51%
- 🇬🇧 LSE6.69%
- 🌍 Digital Currency3.87%
- 🌍 CFD2.29%
- 🇪🇸 Bolsa De Madrid1.55%
- 🇸🇪 Stockholm Stock Exchange1.24%
- 🇩🇰 Copenhagen Stock Exchange0.45%
- 🇫🇷 Euronext Paris0.05%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States38.91%
- 🇩🇪 Germany17.51%
- 🇬🇧 United Kingdom5.9%
- 🇳🇱 Netherlands1.92%
- 🇮🇱 Israel1.7%
- 🇪🇸 Spain1.55%
- 🇱🇺 Luxembourg1.31%
- 🇸🇪 Sweden1.24%
- 🇮🇪 Ireland1.14%
- 🇧🇷 Brazil0.51%
- 🇩🇰 Denmark0.45%
- 🇨🇳 China0.24%
- 🇨🇦 Canada0.13%
- 🇹🇼 Taiwan0.1%
- 🇫🇷 France0.05%
Dividends
Dividend Yield
1.21%
49 out of 80 instruments pay dividend.
2 dividend payments in the next 30 days.
Highest Dividend: $VALE (9.36%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 HSBC | 0.09% | 4.57% | $3.03 |
 PLUS.L | 0.08% | 5.12% | $1.33 |
 ULVR.L | 0.06% | 3.51% | $1.47 |
 ED | 0.05% | 3.55% | $3.28 |
 MO | 0.05% | 7.09% | $3.92 |
 PSX | 0.05% | 3.41% | $4.3 |
 LGEN.L | 0.05% | 8.59% | $0.2 |
 VALE | 0.05% | 9.36% | $1.33 |
 DHL.DE | 0.05% | 4.07% | $1.85 |
 CSCO | 0.04% | 2.11% | $1.58 |
 MBG.DE | 0.04% | 7.05% | $5.3 |
 DTE.DE | 0.04% | 3.64% | $0.77 |
 EOAN.DE | 0.04% | 3.57% | $0.53 |
 BKNG | 0.04% | 0.77% | $17.5 |
 BMW.DE | 0.03% | 4.54% | $6 |
 P911.DE | 0.03% | 4.83% | $2.31 |
 OMC | 0.03% | 4.17% | $2.8 |
 LHA.DE | 0.03% | 3.66% | $0.3 |
 RWE.DE | 0.03% | 2.57% | $1 |
 MRK | 0.03% | 3.26% | $3.04 |
 MEL.MC | 0.02% | 1.61% | - |
 JNJ | 0.02% | 2.54% | $4.81 |
 ORCL | 0.02% | 0.87% | $1.6 |
 MTX.DE | 0.02% | 0.62% | $2 |
 CMCSA | 0.02% | 4.88% | $1.2 |
 IFX.DE | 0.02% | 0.94% | $0.35 |
 EMN | 0.02% | 5.48% | $3.22 |
 HEN3.DE | 0.01% | 2.96% | $1.85 |
 SAP.DE | 0.01% | 1.12% | $2.2 |
 DAL | 0.01% | 1.01% | $0.3 |
 BVB.DE | 0.01% | 1.8% | - |
 GNC.L | 0.01% | 1.05% | - |
 EXPE | 0.01% | 0.62% | - |
 CDW | 0.01% | 1.75% | $2.45 |
 SIRI | 0.01% | 5% | $0.1 |
 UNH | 0.01% | 2.62% | $7.74 |
 EBAY | 0.01% | 1.42% | $1.04 |
 ADS.DE | 0.01% | 1.21% | $0.7 |
 ASML | 0.01% | 0.56% | $5.57 |
 MBChess | 0.01% | 0.27% | - |
 JD.US | 0.01% | 3.28% | $0.74 |
 AAPL | 0.01% | 0.37% | $0.97 |
 PRG | 0.01% | 1.76% | $0.24 |
 META | 0.01% | 0.31% | $1 |
 DIS | 0.01% | 0.95% | $0.75 |
 MSFT | 0.01% | 0.72% | $3 |
 BAYN.DE | 0% | 0.33% | $0.11 |
 VWS.CO | 0% | 0.34% | - |
 PYPL | 0% | 0.23% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
JNJ | Pay Day | Dec 9, 2025 | $1.30 |
MSFT | Pay Day | Dec 11, 2025 | $0.91 |
 TSM (MBChess) | Ex-Dividend | Dec 11, 2025 | $0.84 |
TSM (MBChess) | Pay Day | Jan 8, 2026 | $0.84 |
Performance Metrics
Score 2.2/10
Beta
1.15
1.15
0
0.8
1.2
0
2
Sharpe Ratio
-0.31
-0.31
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.39
-0.39
-1
1
2
3
3
Jensen's Alpha
-19.06
-19.06
-20
0
2
4.5
4.5
Omega Ratio
0.35
0.35
0
1
1.5
2.5
2.5
Treynor Ratio
-0.6
-0.6
-1
0.75
1.25
2
2
Information Ratio
-1.08
-1.08
-2
0.3
0.6
1
1
Calmar Ratio
-0.12
-0.12
-1
0.3
0.6
1
1
Beta
1.15
1.15
0
0.8
1.2
0
2
Sharpe Ratio
-0.31
-0.31
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.39
-0.39
-1
1
2
3
3
Jensen's Alpha
-19.06
-19.06
-20
0
2
4.5
4.5
Omega Ratio
0.35
0.35
0
1
1.5
2.5
2.5
Treynor Ratio
-0.6
-0.6
-1
0.75
1.25
2
2
Information Ratio
-1.08
-1.08
-2
0.3
0.6
1
1
Calmar Ratio
-0.12
-0.12
-1
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
32.81
High:
SOBI.ST
4,817.42SOBI.STLow:
BAYN.DE
-166.63BAYN.DEDetails
PEG Ratio
183.96
High:
BKNG
892.35BKNGLow:BAYN.DE
-214.99BAYN.DEDetails
Price/Book
8.48
High:
AAPL
56.24AAPLLow:
MO
-37.02MODetails
Price/Sales
4.87
High:
SPCE
160.17SPCELow:
JD.US
0.24JD.USDetails
Price/CF
20.14
High:
EVT.DE
432.16EVT.DELow:
LHA.DE
2.14LHA.DEDetails
Price/FCF
48.75
High:
P911.DE
595.63P911.DELow:
MBG.DE
4.14MBG.DEDetails
P/E Ratio
32.81
High:SOBI.ST
4,817.42SOBI.STLow:BAYN.DE
-166.63BAYN.DEDetails
PEG Ratio
183.96
High:BKNG
892.35BKNGLow:BAYN.DE
-214.99BAYN.DEDetails
Price/Book
8.48
High:AAPL
56.24AAPLLow:MO
-37.02MODetails
Price/Sales
4.87
High:SPCE
160.17SPCELow:JD.US
0.24JD.USDetails
Price/CF
20.14
High:EVT.DE
432.16EVT.DELow:LHA.DE
2.14LHA.DEDetails
Price/FCF
48.75
High:P911.DE
595.63P911.DELow:MBG.DE
4.14MBG.DEDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-66.83% | Nov 2018 | - | 86 |