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+0.05%
Today
-2.85%
This Month
-6.79%
Year To Date
+319.62%
2 Years
+143.99%
5 Years
+22.38%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services30.59%
- 💻 Electronic Technology19.01%
- 🛍️ Retail Trade14.51%
- 📊 ETFs11.25%
- ⚡ Utilities7.23%
- 👥 Copy Trading4.31%
- 💵 Cash4.27%
- 🪙 Cryptocurrencies3.06%
- 🧬 Health Technology2.32%
- 🍞 Consumer Non Durables2.3%
- 🏭 Industrial Services0.72%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq52.26%
- 🇺🇸 NYSE20.38%
- 🇩🇪 Xetra ETFs11.25%
- 🇩🇪 FRA5.65%
- 🌍 Digital Currency3.24%
- 🇬🇧 LSE2.39%
- 🇸🇪 Stockholm Stock Exchange0.1%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States69.73%
- 🇩🇪 Germany5.65%
- 🇬🇧 United Kingdom4.74%
- 🇹🇼 Taiwan0.13%
- 🇸🇪 Sweden0.1%
- 🇨🇦 Canada0.04%
Dividends
Dividend Yield
1.12%
12 out of 18 instruments pay dividend.
11 dividend payments in the next 30 days.
Highest Dividend: $PFE (7.63%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 ORCL | Pay Day | Apr 23, 2025 | $0.50 |
ORCL (kandreyovics) | Pay Day | Apr 23, 2025 | $0.50 |
 DEO | Pay Day | Apr 24, 2025 | $1.62 |
 QQQ (kandreyovics) | Pay Day | Apr 24, 2025 | $0.72 |
 EIX | Pay Day | Apr 30, 2025 | $0.83 |
 EPD (kandreyovics) | Ex-Dividend | Apr 30, 2025 | $0.54 |
 MO (kandreyovics) | Pay Day | Apr 30, 2025 | $1.02 |
EIX (kandreyovics) | Pay Day | Apr 30, 2025 | $0.83 |
 VZ (kandreyovics) | Pay Day | May 1, 2025 | $0.68 |
 BMY (kandreyovics) | Pay Day | May 1, 2025 | $0.62 |
 O (kandreyovics) | Ex-Dividend | May 1, 2025 | $0.27 |
 EVO.ST (kandreyovics) | Ex-Dividend | May 12, 2025 | $3.06 |
EPD (kandreyovics) | Pay Day | May 14, 2025 | $0.54 |
 MSFT | Ex-Dividend | May 15, 2025 | $0.83 |
MSFT (kandreyovics) | Ex-Dividend | May 15, 2025 | $0.83 |
O (kandreyovics) | Pay Day | May 15, 2025 | $0.27 |
EVO.ST (kandreyovics) | Pay Day | May 20, 2025 | $3.06 |
MSFT | Pay Day | Jun 12, 2025 | $0.83 |
MSFT (kandreyovics) | Pay Day | Jun 12, 2025 | $0.83 |
 TSM (kandreyovics) | Ex-Dividend | Jun 12, 2025 | $0.68 |
TSM (kandreyovics) | Pay Day | Jul 10, 2025 | $0.68 |
Performance Metrics
Score 6.6/10
Beta
1.42
1.42
0
0.8
1.2
0
2
Sharpe Ratio
0.65
0.65
0
0.5
1
1.5
1.5
Sortino Ratio
1.34
1.34
0
1
2
3
3
Jensen's Alpha
14.41
14.41
-2
0
2
15
15
Omega Ratio
1.65
1.65
0
1
1.5
2.5
2.5
Treynor Ratio
1.5
1.5
0
0.75
1.25
2
2
Information Ratio
0.51
0.51
0
0.3
0.6
1
1
Calmar Ratio
0.44
0.44
0
0.3
0.6
1
1
Beta
1.42
1.42
0
0.8
1.2
0
2
Sharpe Ratio
0.65
0.65
0
0.5
1
1.5
1.5
Sortino Ratio
1.34
1.34
0
1
2
3
3
Jensen's Alpha
14.41
14.41
-2
0
2
15
15
Omega Ratio
1.65
1.65
0
1
1.5
2.5
2.5
Treynor Ratio
1.5
1.5
0
0.75
1.25
2
2
Information Ratio
0.51
0.51
0
0.3
0.6
1
1
Calmar Ratio
0.44
0.44
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
26.02
High:
RHM.DE
88.68RHM.DELow:
PFE
15.73PFEDetails
PEG Ratio
121.83
High:
BA.L
438.4BA.LLow:PFE
5.77PFEDetails
Price/Book
8.24
High:
AAPL
44.38AAPLLow:PFE
1.42PFEDetails
Price/Sales
5.41
High:
NVDA
19.21NVDALow:
EIX
1.27EIXDetails
Price/CF
23.72
High:NVDA
54.98NVDALow:EIX
6.18EIXDetails
Price/FCF
50.54
High:PFE
468.42PFELow:EIX
31.9EIXDetails
P/E Ratio
26.02
High:RHM.DE
88.68RHM.DELow:PFE
15.73PFEDetails
PEG Ratio
121.83
High:BA.L
438.4BA.LLow:PFE
5.77PFEDetails
Price/Book
8.24
High:AAPL
44.38AAPLLow:PFE
1.42PFEDetails
Price/Sales
5.41
High:NVDA
19.21NVDALow:EIX
1.27EIXDetails
Price/CF
23.72
High:NVDA
54.98NVDALow:EIX
6.18EIXDetails
Price/FCF
50.54
High:PFE
468.42PFELow:EIX
31.9EIXDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-54.37% | Jan 2021 | Jan 2024 | 36 |
-9.73% | Dec 2024 | - | 5 |
-4.99% | Apr 2024 | May 2024 | 1 |
-0.36% | Oct 2024 | Nov 2024 | 1 |