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+7.65%
This Month
-0.11%
Year To Date
+29.24%
2 Years
-3.28%
5 Years
+54.39%
10 Years
+5.89%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies40.38%
- 💻 Electronic Technology15.28%
- 💵 Cash13.05%
- 👥 Copy Trading10.71%
- 🍞 Consumer Non Durables4.33%
- 🛠️ Producer Manufacturing3.92%
- 🚚 Transportation3.86%
- 🖥️ Technology Services3.45%
- 🚗 Consumer Durables2.47%
- 🪨 Non Energy Minerals2.21%
- 🧬 Health Technology1.36%
- 🧩 Miscellaneous0.73%
- 💇♀️ Consumer Services0.56%
- ⛏️ Energy Minerals0.55%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency40.38%
- 🇺🇸 Nasdaq13.62%
- 🇺🇸 NYSE7.77%
- 🇩🇪 FRA7.14%
- 🇫🇮 Helsinki Stock Exchange4.99%
- 🇨🇭 SIX2.89%
- 🇺🇸 Chicago Board Options Exchange0.9%
- 🇬🇧 LSE0.73%
- 🇩🇰 Copenhagen Stock Exchange0.73%
- 🇦🇺 Sydney0.56%
- 🇸🇪 Stockholm Stock Exchange0.43%
- 🇳🇱 Euronext Amsterdam0.04%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States18.16%
- 🇩🇪 Germany7.14%
- 🇫🇮 Finland4.99%
- 🇨🇭 Switzerland2.89%
- 🇯🇵 Japan2.47%
- 🇨🇦 Canada0.75%
- 🇬🇧 United Kingdom0.73%
- 🇩🇰 Denmark0.73%
- 🇦🇺 Australia0.56%
- 🇸🇪 Sweden0.43%
- 🇨🇿 Czech Republic0.04%
Dividends
Dividend Yield
0.51%
21 out of 37 instruments pay dividend.
2 dividend payments in the next 30 days.
Highest Dividend: $NKE (3.48%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 NOKIA.HE | 0.08% | 1.56% | $0.13 |
 RAA.DE | 0.07% | 2.34% | $13.5 |
 TM | 0.06% | 2.62% | $4.64 |
 NKE | 0.04% | 3.48% | $1.45 |
 LISP.ZU | 0.03% | 1.77% | $140 |
 PUM.DE | 0.03% | 2.34% | $0.82 |
 JBHT | 0.03% | 0.71% | $1.7 |
 SCHP.ZU | 0.02% | 2.19% | $4 |
 III.L | 0.02% | 2.77% | $0.4 |
 DLB | 0.02% | 2.13% | $1.17 |
 ROCKB.CO | 0.02% | 2.12% | $43 |
 BAX | 0.02% | 1.91% | $1.16 |
 COH.ASX | 0.01% | 2.53% | $3.75 |
 MCD | 0.01% | 2.36% | $6.53 |
 LPX | 0.01% | 1.55% | $1 |
 R3NK.DE | 0.01% | 1.06% | - |
 RHM.DE | 0.01% | 0.78% | $5.7 |
 HEXA-B.ST | 0.01% | 1.48% | $1.53 |
 HAG.DE | 0.01% | 0.67% | $0.4 |
 GOOG | 0% | 0.25% | $0.2 |
 GordonRoth | 0% | 0.04% | - |
Performance Metrics
Score 5.2/10
Beta
1.42
1.42
0
0.8
1.2
0
2
Sharpe Ratio
0.31
0.31
0
0.5
1
1.5
1.5
Sortino Ratio
0.65
0.65
0
1
2
3
3
Jensen's Alpha
8.42
8.42
-2
0
2
9
9
Omega Ratio
1.2
1.2
0
1
1.5
2.5
2.5
Treynor Ratio
1.25
1.25
0
0.75
1.25
2
2
Information Ratio
0.18
0.18
0
0.3
0.6
1
1
Calmar Ratio
0.05
0.05
0
0.3
0.6
1
1
Beta
1.42
1.42
0
0.8
1.2
0
2
Sharpe Ratio
0.31
0.31
0
0.5
1
1.5
1.5
Sortino Ratio
0.65
0.65
0
1
2
3
3
Jensen's Alpha
8.42
8.42
-2
0
2
9
9
Omega Ratio
1.2
1.2
0
1
1.5
2.5
2.5
Treynor Ratio
1.25
1.25
0
0.75
1.25
2
2
Information Ratio
0.18
0.18
0
0.3
0.6
1
1
Calmar Ratio
0.05
0.05
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
32.35
High:
PLTR
231.34PLTRLow:
AMR
-41.1AMRDetails
PEG Ratio
472.48
High:RAA.DE
2,312.28RAA.DELow:
QRVO
1.91QRVODetails
Price/Book
6.02
High:PLTR
47.39PLTRLow:MCD
-121.85MCDDetails
Price/Sales
5.58
High:PLTR
84.18PLTRLow:
LAC
-LACDetails
Price/CF
22.87
High:PLTR
214.31PLTRLow:TM
8.97TMDetails
Price/FCF
43.77
High:COH.ASX
3,068.1COH.ASXLow:TM
8.98TMDetails
P/E Ratio
32.35
High:PLTR
231.34PLTRLow:AMR
-41.1AMRDetails
PEG Ratio
472.48
High:RAA.DE
2,312.28RAA.DELow:QRVO
1.91QRVODetails
Price/Book
6.02
High:PLTR
47.39PLTRLow:MCD
-121.85MCDDetails
Price/Sales
5.58
High:PLTR
84.18PLTRLow:LAC
-LACDetails
Price/CF
22.87
High:PLTR
214.31PLTRLow:TM
8.97TMDetails
Price/FCF
43.77
High:COH.ASX
3,068.1COH.ASXLow:TM
8.98TMDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-83.23% | Mar 2018 | Feb 2021 | 35 |
-45.09% | Sep 2021 | Jan 2025 | 40 |
-20.12% | Oct 2025 | - | 7 |
-19.3% | May 2021 | Aug 2021 | 3 |
-15.63% | Feb 2025 | Jul 2025 | 5 |