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+0.02%
This Month
+15.36%
Year To Date
+83.91%
2 Years
+527.45%
5 Years
+78.01%
10 Years
+8.59%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies57.35%
- 👥 Copy Trading8.45%
- 💵 Cash8.36%
- 💻 Electronic Technology7.22%
- 🛠️ Producer Manufacturing4.1%
- 🍞 Consumer Non Durables2.96%
- 🪨 Non Energy Minerals2.59%
- 🚚 Transportation1.99%
- 🚗 Consumer Durables1.97%
- 🖥️ Technology Services1.9%
- 🧬 Health Technology1.77%
- 🧪 Process Industries1.3%
- 💰 Finance0.86%
- 📈 Indexes0.73%
- 💇♀️ Consumer Services0.5%
- ⛏️ Energy Minerals0.35%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency57.35%
- 🇺🇸 Nasdaq8.1%
- 🇺🇸 NYSE6.69%
- 🇩🇪 FRA6.02%
- 🇨🇭 SIX2.97%
- 🇦🇺 Sydney0.89%
- 🇬🇧 LSE0.86%
- 🇫🇮 Helsinki Stock Exchange0.86%
- 🇩🇰 Copenhagen Stock Exchange0.77%
- 🌍 CFD0.73%
- 🇺🇸 Chicago Board Options Exchange0.65%
- 🇸🇪 Stockholm Stock Exchange0.4%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States12.44%
- 🇩🇪 Germany6.03%
- 🇨🇭 Switzerland2.97%
- 🇯🇵 Japan1.97%
- 🇦🇺 Australia0.89%
- 🇬🇧 United Kingdom0.86%
- 🇫🇮 Finland0.86%
- 🇩🇰 Denmark0.77%
- 🇸🇪 Sweden0.4%
- 🇨🇦 Canada0.38%
Dividends
Dividend Yield
0.42%
21 out of 36 instruments pay dividend.
4 dividend payments in the next 30 days.
Highest Dividend: $SHA0.DE (4.51%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 RAA.DE | 0.05% | 2.35% | $13.5 |
 TM | 0.05% | 2.71% | $4.64 |
 SHA0.DE | 0.04% | 4.51% | $0.45 |
 NOKIA.HE | 0.03% | 3.62% | $0.13 |
 PUM.DE | 0.03% | 3.07% | $0.82 |
 BAX | 0.02% | 2.79% | $1.16 |
 GordonRoth | 0.02% | 0.29% | - |
 LISP.ZU | 0.02% | 1.18% | $140 |
 JBHT | 0.02% | 1.22% | $1.7 |
 LPX | 0.02% | 1.11% | $1 |
 ROCKB.CO | 0.02% | 2.61% | $43 |
 SCHP.ZU | 0.02% | 1.98% | $4 |
 DLB | 0.01% | 1.83% | $1.17 |
 COH.ASX | 0.01% | 1.44% | $3.75 |
 MCD | 0.01% | 2.26% | $6.53 |
 III | 0.01% | 1.03% | $0.4 |
 R3NK.DE | 0.01% | 0.63% | - |
 HEXA-B.ST | 0.01% | 1.38% | $1.53 |
 GOOG | 0% | 0.35% | $0.2 |
 AMR | 0% | 0.38% | $1.94 |
 GXI.DE | 0% | -0.09% | $-1.25 |
Performance Metrics
Score 5.5/10
Beta
1.43
1.43
0
0.8
1.2
0
2
Sharpe Ratio
0.37
0.37
0
0.5
1
1.5
1.5
Sortino Ratio
0.77
0.77
0
1
2
3
3
Jensen's Alpha
12.26
12.26
-2
0
2
13
13
Omega Ratio
1.26
1.26
0
1
1.5
2.5
2.5
Treynor Ratio
1.51
1.51
0
0.75
1.25
2
2
Information Ratio
0.24
0.24
0
0.3
0.6
1
1
Calmar Ratio
0.09
0.09
0
0.3
0.6
1
1
Beta
1.43
1.43
0
0.8
1.2
0
2
Sharpe Ratio
0.37
0.37
0
0.5
1
1.5
1.5
Sortino Ratio
0.77
0.77
0
1
2
3
3
Jensen's Alpha
12.26
12.26
-2
0
2
13
13
Omega Ratio
1.26
1.26
0
1
1.5
2.5
2.5
Treynor Ratio
1.51
1.51
0
0.75
1.25
2
2
Information Ratio
0.24
0.24
0
0.3
0.6
1
1
Calmar Ratio
0.09
0.09
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
22.6
High:
QRVO
107.61QRVOLow:
BAX
-88.81BAXDetails
PEG Ratio
157.29
High:
MCD
1,299.66MCDLow:BAX
-132.53BAXDetails
Price/Book
4.17
High:
R3NK.DE
16.27R3NK.DELow:MCD
-81.96MCDDetails
Price/Sales
3.64
High:
AMD
8.91AMDLow:
LAC
-LACDetails
Price/CF
15.12
High:
III
761.59IIILow:
SHA0.DE
3.04SHA0.DEDetails
Price/FCF
29.27
High:
COH.ASX
3,068.1COH.ASXLow:
AMR
8.47AMRDetails
P/E Ratio
22.6
High:QRVO
107.61QRVOLow:BAX
-88.81BAXDetails
PEG Ratio
157.29
High:MCD
1,299.66MCDLow:BAX
-132.53BAXDetails
Price/Book
4.17
High:R3NK.DE
16.27R3NK.DELow:MCD
-81.96MCDDetails
Price/Sales
3.64
High:AMD
8.91AMDLow:LAC
-LACDetails
Price/CF
15.12
High:III
761.59IIILow:SHA0.DE
3.04SHA0.DEDetails
Price/FCF
29.27
High:COH.ASX
3,068.1COH.ASXLow:AMR
8.47AMRDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-83.23% | Mar 2018 | Feb 2021 | 35 |
-45.09% | Sep 2021 | Jan 2025 | 40 |
-19.3% | May 2021 | Aug 2021 | 3 |
-15.63% | Feb 2025 | Jul 2025 | 5 |