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-4.48%
This Month
-7.71%
Year To Date
+8.21%
2 Years
+7.7%
5 Years
+42.64%
10 Years
+4.85%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies38.87%
- 💻 Electronic Technology13.64%
- 👥 Copy Trading11.35%
- 💵 Cash9.63%
- 🛠️ Producer Manufacturing4.16%
- 🚚 Transportation3.84%
- 🍞 Consumer Non Durables3.72%
- 🧪 Process Industries3.63%
- 🖥️ Technology Services3.52%
- 🪨 Non Energy Minerals3.08%
- 🚗 Consumer Durables2.69%
- 🧬 Health Technology1.51%
- 🧩 Miscellaneous0.79%
- 💇♀️ Consumer Services0.66%
- ⛏️ Energy Minerals0.52%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency38.87%
- 🇺🇸 Nasdaq12.78%
- 🇩🇪 FRA10.83%
- 🇺🇸 NYSE7.98%
- 🇫🇮 Helsinki Stock Exchange4.1%
- 🇨🇭 SIX3.53%
- 🇺🇸 Chicago Board Options Exchange0.93%
- 🇬🇧 LSE0.79%
- 🇩🇰 Copenhagen Stock Exchange0.72%
- 🇦🇺 Sydney0.68%
- 🇸🇪 Stockholm Stock Exchange0.45%
- 🇳🇱 Euronext Amsterdam0.06%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States17.31%
- 🇩🇪 Germany10.83%
- 🇫🇮 Finland4.1%
- 🇨🇭 Switzerland3.53%
- 🇯🇵 Japan2.69%
- 🇬🇧 United Kingdom0.79%
- 🇨🇦 Canada0.76%
- 🇩🇰 Denmark0.72%
- 🇦🇺 Australia0.68%
- 🇸🇪 Sweden0.45%
- 🇨🇿 Czech Republic0.06%
Dividends
Dividend Yield
0.48%
21 out of 37 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $ROCKB.CO (3.25%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 NOKIA.HE | 0.08% | 2.03% | $0.13 |
 RAA.DE | 0.07% | 2.1% | $13.5 |
 TM | 0.06% | 2.42% | $4.64 |
 PUM.DE | 0.03% | 2.65% | $0.82 |
 LISP.ZU | 0.03% | 1.23% | $140 |
 JBHT | 0.03% | 0.75% | $1.7 |
 SCHP.ZU | 0.03% | 2.38% | $4 |
 ROCKB.CO | 0.02% | 3.25% | $43 |
 LPX | 0.02% | 1.41% | $1 |
 III.L | 0.02% | 2.55% | $0.4 |
 DLB | 0.02% | 2.13% | $1.17 |
 BAX | 0.02% | 1.89% | $1.16 |
 COH.ASX | 0.02% | 2.31% | $3.75 |
 MCD | 0.01% | 2.2% | $6.53 |
 R3NK.DE | 0.01% | 0.74% | - |
 HEXA-B.ST | 0.01% | 1.51% | $1.53 |
 HAG.DE | 0.01% | 0.65% | $0.4 |
 GOOG | 0.01% | 0.28% | $0.2 |
 RHM.DE | 0% | 0.5% | $5.7 |
 GordonRoth | 0% | 0.01% | - |
 GXI.DE | -0.01% | -0.22% | $-1.25 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 5.2/10
Beta
1.43
1.43
0
0.8
1.2
0
2
Sharpe Ratio
0.32
0.32
0
0.5
1
1.5
1.5
Sortino Ratio
0.67
0.67
0
1
2
3
3
Jensen's Alpha
7.99
7.99
-2
0
2
8
8
Omega Ratio
1.2
1.2
0
1
1.5
2.5
2.5
Treynor Ratio
1.29
1.29
0
0.75
1.25
2
2
Information Ratio
0.18
0.18
0
0.3
0.6
1
1
Calmar Ratio
0.06
0.06
0
0.3
0.6
1
1
Beta
1.43
1.43
0
0.8
1.2
0
2
Sharpe Ratio
0.32
0.32
0
0.5
1
1.5
1.5
Sortino Ratio
0.67
0.67
0
1
2
3
3
Jensen's Alpha
7.99
7.99
-2
0
2
8
8
Omega Ratio
1.2
1.2
0
1
1.5
2.5
2.5
Treynor Ratio
1.29
1.29
0
0.75
1.25
2
2
Information Ratio
0.18
0.18
0
0.3
0.6
1
1
Calmar Ratio
0.06
0.06
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
28.05
High:
PLTR
242.08PLTRLow:
AMR
-38.5AMRDetails
PEG Ratio
193.02
High:MCD
571.79MCDLow:
QRVO
1.85QRVODetails
Price/Book
5.25
High:PLTR
49.59PLTRLow:MCD
-131.7MCDDetails
Price/Sales
4.45
High:PLTR
88.09PLTRLow:
LAC
-LACDetails
Price/CF
20.81
High:PLTR
214.31PLTRLow:LISP.ZU
4LISP.ZUDetails
Price/FCF
40.01
High:RHM.DE
5,198.92RHM.DELow:TM
8.98TMDetails
P/E Ratio
28.05
High:PLTR
242.08PLTRLow:AMR
-38.5AMRDetails
PEG Ratio
193.02
High:MCD
571.79MCDLow:QRVO
1.85QRVODetails
Price/Book
5.25
High:PLTR
49.59PLTRLow:MCD
-131.7MCDDetails
Price/Sales
4.45
High:PLTR
88.09PLTRLow:LAC
-LACDetails
Price/CF
20.81
High:PLTR
214.31PLTRLow:LISP.ZU
4LISP.ZUDetails
Price/FCF
40.01
High:RHM.DE
5,198.92RHM.DELow: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 |
-20.55% | Oct 2025 | - | 6 |
-19.3% | May 2021 | Aug 2021 | 3 |
-15.63% | Feb 2025 | Jul 2025 | 5 |