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-2.55%
This Month
+14.82%
Year To Date
+66.11%
2 Years
+75.06%
5 Years
+75.06%
10 Years
+12.51%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading26.27%
- 💻 Electronic Technology23.36%
- 💵 Cash15.49%
- 🖥️ Technology Services7.67%
- 🛠️ Producer Manufacturing5.6%
- 💰 Finance5.1%
- 🚗 Consumer Durables4.17%
- 🍞 Consumer Non Durables4.06%
- 🚚 Transportation3.45%
- 🛍️ Retail Trade3.14%
- 🧪 Process Industries2.17%
- 📡 Communications1.23%
- 💇♀️ Consumer Services1.07%
- ⚡ Utilities0.65%
- 🏭 Industrial Services0.62%
- ⛏️ Energy Minerals0.41%
- 💼 Commercial Services0.29%
- 🧬 Health Technology0.18%
- ❓ Other0.1%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq33.73%
- 🇺🇸 NYSE26.57%
- 🇩🇪 FRA16.36%
- 🇭🇰 Hong Kong Exchanges5.6%
- 🇬🇧 LSE3.49%
- 🇳🇱 Euronext Amsterdam1.83%
- 🇫🇷 Euronext Paris1.13%
- 🇺🇸 OTC Markets Stock Exchange0.8%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States49.79%
- 🇩🇪 Germany16.97%
- 🇨🇳 China4.38%
- 🇳🇱 Netherlands3.93%
- 🇭🇰 Hong Kong3.8%
- 🇰🇷 South Korea2.25%
- 🇬🇧 United Kingdom2.17%
- 🇹🇼 Taiwan1.93%
- 🇯🇵 Japan1.39%
- 🇫🇷 France0.83%
- 🇨🇭 Switzerland0.76%
- 🇨🇦 Canada0.71%
- 🇮🇱 Israel0.51%
Dividends
Dividend Yield
1.1%
62 out of 76 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $ZIM (7.99%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 0992.HK | 0.07% | 1.75% | $0.38 |
 ALV.DE | 0.06% | 3.99% | $13.8 |
 DHL.DE | 0.06% | 3.36% | $1.85 |
 MBG.DE | 0.05% | 7.78% | $5.3 |
 DTG.DE | 0.05% | 4.38% | $1.9 |
 DTE.DE | 0.05% | 3.69% | $0.77 |
 ULVR.L | 0.04% | 3.67% | $1.47 |
 EVK.DE | 0.04% | 5.92% | $1.17 |
 KO | 0.04% | 2.53% | $1.89 |
 BMW.DE | 0.04% | 7.59% | $6 |
 ENGI.PA | 0.03% | 4.87% | $1.43 |
 MCD | 0.03% | 2.78% | $6.53 |
 SIE.DE | 0.03% | 1.99% | $4.7 |
 AI-Revolution | 0.03% | 0.3% | - |
 IBM | 0.02% | 3.19% | $6.65 |
 ZIM | 0.02% | 7.99% | $0.23 |
 PEP | 0.02% | 4.24% | $5.15 |
 BAS.DE | 0.02% | 4.59% | $3.4 |
 GBF.DE | 0.02% | 3.25% | $1.8 |
 DB | 0.02% | 3.26% | $0.49 |
 CloudComputing | 0.02% | 0.1% | - |
 PG | 0.02% | 2.9% | $3.83 |
 CNQ | 0.02% | 3.87% | $1.48 |
 SAP.DE | 0.02% | 1.85% | $2.2 |
 QCOM | 0.02% | 2.12% | $3.25 |
 LHA.DE | 0.02% | 3.74% | $0.3 |
 F | 0.02% | 4.22% | $0.78 |
 CAJPY | 0.01% | 3.02% | $0.8 |
 ENR.DE | 0.01% | 0.48% | - |
 BLK | 0.01% | 2.12% | $20.2 |
 GRMN | 0.01% | 1.77% | $3.71 |
 R | 0.01% | 1.36% | $2.84 |
 LIN | 0.01% | 1.23% | $5.33 |
 CSCO | 0.01% | 1.49% | $1.58 |
 BABA | 0.01% | 0.89% | $0.98 |
 TSM | 0.01% | 0.72% | $1.74 |
 GM | 0.01% | 0.83% | $0.42 |
 SHA0.DE | 0.01% | 3.7% | $0.45 |
 TPR | 0.01% | 1.13% | $1.4 |
 IFX.DE | 0.01% | 0.52% | $0.35 |
 ASML.NV | 0.01% | 0.49% | $6.1 |
 NTDOY | 0.01% | 3.01% | $0.24 |
 SMSN.L | 0.01% | 0.35% | $23.68 |
 0700.HK | 0.01% | 1.2% | $3.4 |
 ORCL | 0.01% | 1.59% | $1.6 |
 AVGO | 0.01% | 0.67% | $19.7 |
 MSFT | 0.01% | 0.91% | $3 |
 CAT | 0.01% | 0.71% | $5.31 |
 MA | 0.01% | 0.63% | $2.46 |
 MC.PA | 0% | 2.72% | $13 |
 AMGN | 0% | 2.69% | $8.76 |
 AIR.PA | 0% | 1.55% | $1.8 |
 SONY | 0% | 0.53% | $0.49 |
 V | 0% | 0.73% | $2.01 |
 GOOG | 0% | 0.24% | $0.2 |
 META | 0% | 0.33% | $1 |
 HON | 0% | 2.11% | $4.27 |
 WDC | 0% | 0.1% | - |
 AAPL | 0% | 0.32% | $0.97 |
 NVDA | 0% | 0.14% | $0.02 |
 SOLS | 0% | -0.25% | - |
 SFGYY | 0% | -2.44% | - |
Performance Metrics
Score 4.3/10
Beta
1.09
1.09
0
0.8
1.2
0
2
Sharpe Ratio
0.44
0.44
0
0.5
1
1.5
1.5
Sortino Ratio
0.68
0.68
0
1
2
3
3
Jensen's Alpha
-0.28
-0.28
-2
0
2
4.5
4.5
Omega Ratio
1.04
1.04
0
1
1.5
2.5
2.5
Treynor Ratio
0.65
0.65
0
0.75
1.25
2
2
Information Ratio
0.05
0.05
0
0.3
0.6
1
1
Calmar Ratio
0.32
0.32
0
0.3
0.6
1
1
Beta
1.09
1.09
0
0.8
1.2
0
2
Sharpe Ratio
0.44
0.44
0
0.5
1
1.5
1.5
Sortino Ratio
0.68
0.68
0
1
2
3
3
Jensen's Alpha
-0.28
-0.28
-2
0
2
4.5
4.5
Omega Ratio
1.04
1.04
0
1
1.5
2.5
2.5
Treynor Ratio
0.65
0.65
0
0.75
1.25
2
2
Information Ratio
0.05
0.05
0
0.3
0.6
1
1
Calmar Ratio
0.32
0.32
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
29.66
High:
PANW
268.08PANWLow:
BIDU
-5,065.95BIDUDetails
PEG Ratio
-16.68
High:R
541.34RLow:
CRWD
-5,401.66CRWDDetails
Price/Book
6.48
High:MA
69.54MALow:MCD
-151.69MCDDetails
Price/Sales
5.47
High:
RKLB
72.2RKLBLow:BMW.DE
0.27BMW.DEDetails
Price/CF
17.44
High:ENGI.PA
216.75ENGI.PALow:DB
1.03DBDetails
Price/FCF
42.17
High:BABA
1,196.17BABALow:DB
1.09DBDetails
P/E Ratio
29.66
High:PANW
268.08PANWLow:BIDU
-5,065.95BIDUDetails
PEG Ratio
-16.68
High:R
541.34RLow:CRWD
-5,401.66CRWDDetails
Price/Book
6.48
High:MA
69.54MALow:MCD
-151.69MCDDetails
Price/Sales
5.47
High:RKLB
72.2RKLBLow:BMW.DE
0.27BMW.DEDetails
Price/CF
17.44
High:ENGI.PA
216.75ENGI.PALow:DB
1.03DBDetails
Price/FCF
42.17
High:BABA
1,196.17BABALow:DB
1.09DBDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-30.34% | Jan 2022 | Feb 2024 | 25 |
-8.84% | Nov 2025 | Apr 2026 | 5 |
-5.48% | Mar 2025 | May 2025 | 2 |
-4.71% | Jun 2026 | - | 2 |
-4.01% | Apr 2024 | Jun 2024 | 2 |
-0.87% | Oct 2024 | Nov 2024 | 1 |
-0.2% | Dec 2024 | Jan 2025 | 1 |