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+1.46%
This Month
+2.56%
Year To Date
+38.88%
2 Years
+249.61%
5 Years
+58.25%
10 Years
+6.54%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies50.65%
- 💻 Electronic Technology11.52%
- 🛠️ Producer Manufacturing6.21%
- 🖥️ Technology Services3.45%
- 🧪 Process Industries3.31%
- 🍞 Consumer Non Durables3.2%
- 🚚 Transportation2.9%
- 🪨 Non Energy Minerals2.31%
- 🚗 Consumer Durables2.2%
- 🧬 Health Technology1.67%
- 💵 Cash0.82%
- 📊 ETFs0.81%
- 🧩 Miscellaneous0.77%
- 💇♀️ Consumer Services0.54%
- ⛏️ Energy Minerals0.52%
- 🏭 Industrial Services0%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency50.65%
- 🇺🇸 Nasdaq11.89%
- 🇩🇪 FRA11.3%
- 🇺🇸 NYSE7.2%
- 🇨🇭 SIX3.11%
- 🇫🇮 Helsinki Stock Exchange2.18%
- 🇦🇺 Sydney0.92%
- 🇺🇸 Chicago Board Options Exchange0.81%
- 🇬🇧 LSE0.77%
- 🇩🇰 Copenhagen Stock Exchange0.77%
- 🇸🇪 Stockholm Stock Exchange0.46%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States16.06%
- 🇩🇪 Germany11.3%
- 🇨🇭 Switzerland3.11%
- 🇯🇵 Japan2.2%
- 🇫🇮 Finland2.18%
- 🇦🇺 Australia0.92%
- 🇨🇦 Canada0.83%
- 🇬🇧 United Kingdom0.77%
- 🇩🇰 Denmark0.77%
- 🇸🇪 Sweden0.46%
Dividends
Dividend Yield
0.53%
23 out of 44 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $SHA0.DE (3.29%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 SHA0.DE | 0.09% | 3.29% | $0.45 |
 TM | 0.06% | 2.84% | $4.64 |
 RAA.DE | 0.06% | 2.39% | $13.5 |
 NOKIA.HE | 0.06% | 2.66% | $0.13 |
 PUM.DE | 0.03% | 2.88% | $0.82 |
 LISP.ZU | 0.03% | 1.29% | $140 |
 JBHT | 0.03% | 0.94% | $1.7 |
 ROCKB.CO | 0.02% | 2.91% | $43 |
 BAX | 0.02% | 2.82% | $1.16 |
 LPX | 0.02% | 1.36% | $1 |
 SCHP.ZU | 0.02% | 2.1% | $4 |
 III | 0.02% | 2.42% | $0.4 |
 DLB | 0.02% | 2.04% | $1.17 |
 COH.ASX | 0.01% | 1.6% | $3.75 |
 MCD | 0.01% | 2.33% | $6.53 |
 R3NK.DE | 0.01% | 0.82% | - |
 HEXA-B.ST | 0.01% | 1.37% | $1.53 |
 HAG.DE | 0.01% | 0.73% | $0.4 |
 RHM.DE | 0% | 0.53% | $5.7 |
 GOOG | 0% | 0.26% | $0.2 |
 LMT | 0% | 2.99% | $12.45 |
 SOBO | 0% | -7.37% | - |
 GXI.DE | 0% | -0.15% | $-1.25 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
LMT | Pay Day | Dec 30, 2025 | $3.45 |
Performance Metrics
Score 5.3/10
Beta
1.43
1.43
0
0.8
1.2
0
2
Sharpe Ratio
0.33
0.33
0
0.5
1
1.5
1.5
Sortino Ratio
0.7
0.7
0
1
2
3
3
Jensen's Alpha
9
9
-2
0
2
9
9
Omega Ratio
1.21
1.21
0
1
1.5
2.5
2.5
Treynor Ratio
1.37
1.37
0
0.75
1.25
2
2
Information Ratio
0.2
0.2
0
0.3
0.6
1
1
Calmar Ratio
0.07
0.07
0
0.3
0.6
1
1
Beta
1.43
1.43
0
0.8
1.2
0
2
Sharpe Ratio
0.33
0.33
0
0.5
1
1.5
1.5
Sortino Ratio
0.7
0.7
0
1
2
3
3
Jensen's Alpha
9
9
-2
0
2
9
9
Omega Ratio
1.21
1.21
0
1
1.5
2.5
2.5
Treynor Ratio
1.37
1.37
0
0.75
1.25
2
2
Information Ratio
0.2
0.2
0
0.3
0.6
1
1
Calmar Ratio
0.07
0.07
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
30.1
High:
PLTR
416.09PLTRLow:
BATRK
-1,450.75BATRKDetails
PEG Ratio
220.19
High:
MCD
915.54MCDLow:BATRK
-1,490.27BATRKDetails
Price/Book
5.9
High:PLTR
64.34PLTRLow:MCD
-101.58MCDDetails
Price/Sales
4.92
High:PLTR
117.41PLTRLow:
LAC
-LACDetails
Price/CF
18.76
High:PLTR
258.05PLTRLow:
SHA0.DE
3.75SHA0.DEDetails
Price/FCF
37.97
High:
RHM.DE
5,198.92RHM.DELow:
TM
8.98TMDetails
P/E Ratio
30.1
High:PLTR
416.09PLTRLow:BATRK
-1,450.75BATRKDetails
PEG Ratio
220.19
High:MCD
915.54MCDLow:BATRK
-1,490.27BATRKDetails
Price/Book
5.9
High:PLTR
64.34PLTRLow:MCD
-101.58MCDDetails
Price/Sales
4.92
High:PLTR
117.41PLTRLow:LAC
-LACDetails
Price/CF
18.76
High:PLTR
258.05PLTRLow:SHA0.DE
3.75SHA0.DEDetails
Price/FCF
37.97
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 |
-19.3% | May 2021 | Aug 2021 | 3 |
-15.63% | Feb 2025 | Jul 2025 | 5 |
-13.12% | Oct 2025 | - | 3 |