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+3.68%
This Month
+3.68%
Year To Date
+43.78%
2 Years
+120.65%
5 Years
+60.24%
10 Years
+6.64%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies48.26%
- 💻 Electronic Technology11.89%
- 🛠️ Producer Manufacturing7.71%
- 🪨 Non Energy Minerals3.41%
- 🖥️ Technology Services3.31%
- 🚚 Transportation3.09%
- 🍞 Consumer Non Durables3.06%
- 🧪 Process Industries2.62%
- 🚗 Consumer Durables2.42%
- 🧬 Health Technology1.69%
- 📊 ETFs0.81%
- 🧩 Miscellaneous0.78%
- 💵 Cash0.71%
- ⛏️ Energy Minerals0.65%
- 💇♀️ Consumer Services0.51%
- 🏭 Industrial Services0%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency48.26%
- 🇩🇪 FRA13.44%
- 🇺🇸 Nasdaq11.83%
- 🇺🇸 NYSE7.83%
- 🇨🇭 SIX3.01%
- 🇫🇮 Helsinki Stock Exchange2.22%
- 🇦🇺 Sydney0.9%
- 🇺🇸 Chicago Board Options Exchange0.81%
- 🇬🇧 LSE0.78%
- 🇩🇰 Copenhagen Stock Exchange0.72%
- 🇸🇪 Stockholm Stock Exchange0.4%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States16.37%
- 🇩🇪 Germany13.44%
- 🇨🇭 Switzerland3.01%
- 🇯🇵 Japan2.42%
- 🇫🇮 Finland2.22%
- 🇦🇺 Australia0.9%
- 🇨🇦 Canada0.86%
- 🇬🇧 United Kingdom0.78%
- 🇩🇰 Denmark0.72%
- 🇸🇪 Sweden0.4%
Dividends
Dividend Yield
0.53%
23 out of 44 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $ROCKB.CO (3.05%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 SHA0.DE | 0.1% | 2.37% | $0.45 |
 TM | 0.06% | 2.55% | $4.64 |
 RAA.DE | 0.06% | 2.41% | $13.5 |
 NOKIA.HE | 0.06% | 2.57% | $0.13 |
 PUM.DE | 0.03% | 2.86% | $0.82 |
 LISP.ZU | 0.03% | 1.36% | $140 |
 JBHT | 0.03% | 0.87% | $1.7 |
 LPX | 0.02% | 1.22% | $1 |
 ROCKB.CO | 0.02% | 3.05% | $43 |
 BAX | 0.02% | 2.69% | $1.16 |
 SCHP.ZU | 0.02% | 1.99% | $4 |
 III | 0.02% | 2.44% | $0.4 |
 DLB | 0.02% | 2.19% | $1.17 |
 COH.ASX | 0.01% | 1.59% | $3.75 |
 MCD | 0.01% | 2.38% | $6.53 |
 R3NK.DE | 0.01% | 0.71% | - |
 HEXA-B.ST | 0.01% | 1.52% | $1.53 |
 HAG.DE | 0.01% | 0.58% | $0.4 |
 RHM.DE | 0% | 0.44% | $5.7 |
 GOOG | 0% | 0.26% | $0.2 |
 LMT | 0% | 2.33% | $12.45 |
 SOBO | 0% | -7.44% | - |
 GXI.DE | 0% | -0.16% | $-1.25 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
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
8.66
8.66
-2
0
2
9
9
Omega Ratio
1.21
1.21
0
1
1.5
2.5
2.5
Treynor Ratio
1.35
1.35
0
0.75
1.25
2
2
Information Ratio
0.19
0.19
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
8.66
8.66
-2
0
2
9
9
Omega Ratio
1.21
1.21
0
1
1.5
2.5
2.5
Treynor Ratio
1.35
1.35
0
0.75
1.25
2
2
Information Ratio
0.19
0.19
0
0.3
0.6
1
1
Calmar Ratio
0.07
0.07
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
30.82
High:
PLTR
394.13PLTRLow:
BATRK
-1,480.83BATRKDetails
PEG Ratio
224.91
High:MCD
898.84MCDLow:BATRK
-1,521.17BATRKDetails
Price/Book
5.85
High:PLTR
60.95PLTRLow:MCD
-99.7MCDDetails
Price/Sales
4.8
High:PLTR
111.21PLTRLow:
LAC
-LACDetails
Price/CF
18.38
High:PLTR
258.05PLTRLow:SHA0.DE
3.75SHA0.DEDetails
Price/FCF
36.56
High:RHM.DE
5,198.92RHM.DELow:TM
8.98TMDetails
P/E Ratio
30.82
High:PLTR
394.13PLTRLow:BATRK
-1,480.83BATRKDetails
PEG Ratio
224.91
High:MCD
898.84MCDLow:BATRK
-1,521.17BATRKDetails
Price/Book
5.85
High:PLTR
60.95PLTRLow:MCD
-99.7MCDDetails
Price/Sales
4.8
High:PLTR
111.21PLTRLow:LAC
-LACDetails
Price/CF
18.38
High:PLTR
258.05PLTRLow:SHA0.DE
3.75SHA0.DEDetails
Price/FCF
36.56
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 |
-13.92% | Oct 2025 | - | 4 |