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+0.62%
This Month
+13.6%
Year To Date
+55.74%
2 Years
+86.37%
5 Years
-45.11%
10 Years
-8.12%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies15.85%
- 💻 Electronic Technology12.24%
- 📊 ETFs11.57%
- 💇♀️ Consumer Services11.54%
- 🖥️ Technology Services11.09%
- 🍞 Consumer Non Durables5.2%
- 💰 Finance4.51%
- 🧬 Health Technology4.44%
- 🛍️ Retail Trade3.71%
- ⚡ Utilities3.57%
- 🚗 Consumer Durables2.76%
- 🚚 Transportation2.74%
- 📈 Indexes2.36%
- 💵 Cash2.12%
- 🛠️ Producer Manufacturing1.53%
- ⛏️ Energy Minerals1.26%
- 💼 Commercial Services1.09%
- 📡 Communications1.06%
- 🧪 Process Industries0.83%
- 🏥 Health Services0.45%
- 🪨 Non Energy Minerals0.4%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq31.78%
- 🇺🇸 NYSE22.5%
- 🇩🇪 FRA16.46%
- 🌍 Digital Currency15.85%
- 🇬🇧 LSE6.37%
- 🌍 CFD2.36%
- 🇪🇸 Bolsa De Madrid1.47%
- 🇸🇪 Stockholm Stock Exchange1.05%
- 🇩🇰 Copenhagen Stock Exchange0.32%
- 🇫🇷 Euronext Paris0.04%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States36.82%
- 🇩🇪 Germany16.46%
- 🇬🇧 United Kingdom5.6%
- 🇳🇱 Netherlands1.69%
- 🇮🇱 Israel1.54%
- 🇱🇺 Luxembourg1.48%
- 🇪🇸 Spain1.47%
- 🇮🇪 Ireland1.05%
- 🇸🇪 Sweden1.05%
- 🇧🇷 Brazil0.4%
- 🇩🇰 Denmark0.32%
- 🇨🇳 China0.25%
- 🇨🇦 Canada0.16%
- 🇹🇼 Taiwan0.1%
- 🇫🇷 France0.04%
Dividends
Dividend Yield
1.11%
51 out of 88 instruments pay dividend.
5 dividend payments in the next 30 days.
Highest Dividend: $LGEN.L (9.14%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 HSBC | 0.08% | 4.99% | $3.03 |
 PLUS.L | 0.08% | 5.53% | $1.33 |
 ULVR.L | 0.05% | 3.3% | $1.47 |
 ED | 0.05% | 3.34% | $3.28 |
 MO | 0.05% | 6.4% | $3.92 |
 PSX | 0.05% | 3.64% | $4.3 |
 LGEN.L | 0.04% | 9.14% | $0.2 |
 DHL.DE | 0.04% | 4.66% | $1.85 |
 MBG.DE | 0.04% | 8% | $5.3 |
 CSCO | 0.04% | 2.32% | $1.58 |
 EOAN.DE | 0.03% | 3.35% | $0.53 |
 BKNG | 0.03% | 0.74% | $17.5 |
 BMW.DE | 0.03% | 5.31% | $6 |
 DTE.DE | 0.03% | 2.99% | $0.77 |
 RWE.DE | 0.03% | 2.69% | $1 |
 P911.DE | 0.03% | 5.33% | $2.31 |
 VALE | 0.03% | 6.38% | $1.33 |
 LHA.DE | 0.02% | 4.14% | $0.3 |
 OMC | 0.02% | 3.58% | $2.8 |
 MEL.MC | 0.02% | 1.6% | - |
 MRK | 0.02% | 3.76% | $3.04 |
 JNJ | 0.02% | 2.67% | $4.81 |
 ORCL | 0.02% | 0.68% | $1.6 |
 MTX.DE | 0.02% | 0.59% | $2 |
 IFX.DE | 0.02% | 1% | $0.35 |
 CMCSA | 0.02% | 4.4% | $1.2 |
 EMN | 0.02% | 5.39% | $3.22 |
 HEN3.DE | 0.01% | 2.85% | $1.85 |
 DAL | 0.01% | 1.09% | $0.3 |
 SAP.DE | 0.01% | 0.99% | $2.2 |
 BVB.DE | 0.01% | 1.73% | - |
 CDW | 0.01% | 1.61% | $2.45 |
 SIRI | 0.01% | 4.99% | $0.1 |
 UNH | 0.01% | 2.34% | $7.74 |
 ASML | 0.01% | 0.6% | $5.57 |
 ADS.DE | 0.01% | 1.03% | $0.7 |
 EBAY | 0.01% | 1.19% | $1.04 |
 GNC.L | 0.01% | 0.83% | - |
 EXPE | 0.01% | 0.55% | - |
 JD.US | 0.01% | 2.94% | $0.74 |
 AAPL | 0.01% | 0.39% | $0.97 |
 META | 0.01% | 0.35% | $1 |
 PRG | 0.01% | 1.61% | $0.24 |
 DIS | 0% | 0.89% | $0.75 |
 MSFT | 0% | 0.66% | $3 |
 BAYN.DE | 0% | 0.4% | $0.11 |
 NEE | 0% | 2.61% | $1.97 |
 ADI | 0% | 1.58% | $3.56 |
 VWS.CO | 0% | 0.44% | - |
 TSM | 0% | 0.82% | $1.74 |
 NVDA | 0% | 0.02% | $0.02 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
CSCO | Pay Day | Oct 22, 2025 | $0.41 |
CMCSA | Pay Day | Oct 22, 2025 | $0.33 |
ORCL | Pay Day | Oct 23, 2025 | $0.50 |
DAL | Pay Day | Nov 6, 2025 | $0.19 |
PLUS.L | Pay Day | Nov 11, 2025 | $0.49 |
PSX | Ex-Dividend | Nov 17, 2025 | $1.20 |
MSFT | Ex-Dividend | Nov 20, 2025 | $0.91 |
JNJ | Ex-Dividend | Nov 25, 2025 | $1.30 |
PSX | Pay Day | Dec 1, 2025 | $1.20 |
JNJ | Pay Day | Dec 9, 2025 | $1.30 |
MSFT | Pay Day | Dec 11, 2025 | $0.91 |
TSM | Ex-Dividend | Dec 11, 2025 | $0.84 |
TSM | Pay Day | Jan 8, 2026 | $0.84 |
Performance Metrics
Score 2.3/10
Beta
1.15
1.15
0
0.8
1.2
0
2
Sharpe Ratio
-0.28
-0.28
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.35
-0.35
-1
1
2
3
3
Jensen's Alpha
-18.33
-18.33
-19
0
2
4.5
4.5
Omega Ratio
0.36
0.36
0
1
1.5
2.5
2.5
Treynor Ratio
-0.54
-0.54
-1
0.75
1.25
2
2
Information Ratio
-1.03
-1.03
-2
0.3
0.6
1
1
Calmar Ratio
-0.11
-0.11
-1
0.3
0.6
1
1
Beta
1.15
1.15
0
0.8
1.2
0
2
Sharpe Ratio
-0.28
-0.28
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.35
-0.35
-1
1
2
3
3
Jensen's Alpha
-18.33
-18.33
-19
0
2
4.5
4.5
Omega Ratio
0.36
0.36
0
1
1.5
2.5
2.5
Treynor Ratio
-0.54
-0.54
-1
0.75
1.25
2
2
Information Ratio
-1.03
-1.03
-2
0.3
0.6
1
1
Calmar Ratio
-0.11
-0.11
-1
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
34.25
High:
TSLA
259.11TSLALow:
RIOT
-47.45RIOTDetails
PEG Ratio
1,709.97
High:
AAPL
27,104.01AAPLLow:
EVT.DE
-84.41EVT.DEDetails
Price/Book
9.39
High:AAPL
59.18AAPLLow:
MO
-33.25MODetails
Price/Sales
5.2
High:
SPCE
111.28SPCELow:
LHA.DE
0.23LHA.DEDetails
Price/CF
20.6
High:RIOT
107.94RIOTLow:
MBG.DE
2.29MBG.DEDetails
Price/FCF
46.94
High:
NEE
2,356.18NEELow:MBG.DE
3.77MBG.DEDetails
P/E Ratio
34.25
High:TSLA
259.11TSLALow:RIOT
-47.45RIOTDetails
PEG Ratio
1,709.97
High:AAPL
27,104.01AAPLLow:EVT.DE
-84.41EVT.DEDetails
Price/Book
9.39
High:AAPL
59.18AAPLLow:MO
-33.25MODetails
Price/Sales
5.2
High:SPCE
111.28SPCELow:LHA.DE
0.23LHA.DEDetails
Price/CF
20.6
High:RIOT
107.94RIOTLow:MBG.DE
2.29MBG.DEDetails
Price/FCF
46.94
High:NEE
2,356.18NEELow:MBG.DE
3.77MBG.DEDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-66.83% | Nov 2018 | - | 84 |