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-2.25%
This Month
+5.05%
Year To Date
+24.44%
2 Years
+530.71%
5 Years
+657.09%
10 Years
+49.91%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services32.8%
- 💻 Electronic Technology18.75%
- 💰 Finance14.52%
- 👥 Copy Trading9.65%
- 🍞 Consumer Non Durables3.83%
- 💼 Commercial Services3.67%
- ❓ Other3.65%
- 💵 Cash3.62%
- 🧬 Health Technology2.93%
- 🚗 Consumer Durables2.5%
- 🪨 Non Energy Minerals2.49%
- 🪙 Cryptocurrencies1.62%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq50.68%
- 🇺🇸 NYSE26.19%
- 🇩🇪 FRA12.16%
- 🇦🇺 Sydney2.76%
- 🇫🇷 Euronext Paris2.72%
- 🌍 Digital Currency1.62%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States72.48%
- 🇩🇪 Germany12.24%
- 🇦🇺 Australia2.76%
- 🇫🇷 France2.72%
- 🇹🇼 Taiwan0.25%
- 🇨🇳 China0.23%
- 🇳🇱 Netherlands0.19%
Dividends
Dividend Yield
0.56%
15 out of 28 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $PAYX (3.83%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 PAYX | 0.15% | 3.83% | $3.65 |
 MC.PA | 0.08% | 3.23% | $13 |
 P911.DE | 0.05% | 2.19% | $2.31 |
 MSFT | 0.05% | 0.74% | $3 |
 RHM.DE | 0.05% | 1.13% | $5.7 |
 FTAI | 0.03% | 0.79% | $1.2 |
 PYPL | 0.03% | 0.8% | - |
 NEM.DE | 0.03% | 1.11% | $0.48 |
 SAP.DE | 0.03% | 1.37% | $2.2 |
 ADS.DE | 0.02% | 1.97% | $0.7 |
 AI-Revolution | 0.01% | 0.28% | - |
 REBO2301 | 0.01% | 0.5% | - |
 GOOG | 0.01% | 0.25% | $0.2 |
 BigTech | 0% | 0.19% | - |
 NVDA | 0% | 0.13% | $0.02 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 8.8/10
Beta
0.35
0.35
0
0.8
1.2
0
2
Sharpe Ratio
0.89
0.89
0
0.5
1
1.5
1.5
Sortino Ratio
3.12
3.12
0
1
2
4
4
Jensen's Alpha
52.65
52.65
-2
0
2
53
53
Omega Ratio
2.71
2.71
0
1
1.5
3
3
Treynor Ratio
11.01
11.01
0
0.75
1.25
12
12
Information Ratio
0.71
0.71
0
0.3
0.6
1
1
Calmar Ratio
1.73
1.73
0
0.3
0.6
2
2
Beta
0.35
0.35
0
0.8
1.2
0
2
Sharpe Ratio
0.89
0.89
0
0.5
1
1.5
1.5
Sortino Ratio
3.12
3.12
0
1
2
4
4
Jensen's Alpha
52.65
52.65
-2
0
2
53
53
Omega Ratio
2.71
2.71
0
1
1.5
3
3
Treynor Ratio
11.01
11.01
0
0.75
1.25
12
12
Information Ratio
0.71
0.71
0
0.3
0.6
1
1
Calmar Ratio
1.73
1.73
0
0.3
0.6
2
2
Portfolio Valuation
Based on current positions
P/E Ratio
23.54
High:
LYC.ASX
197.74LYC.ASXLow:
SNOW
-74.39SNOWDetails
PEG Ratio
115.37
High:
SMCI
768.91SMCILow:SNOW
-451.99SNOWDetails
Price/Book
4.16
High:FTAI
54.03FTAILow:
BRK.B
1.46BRK.BDetails
Price/Sales
6.38
High:
AMD
24.58AMDLow:SMCI
0.58SMCIDetails
Price/CF
21.63
High:LYC.ASX
83.52LYC.ASXLow:PYPL
6.51PYPLDetails
Price/FCF
48.12
High:P911.DE
595.63P911.DELow:PYPL
7.94PYPLDetails
P/E Ratio
23.54
High:LYC.ASX
197.74LYC.ASXLow:SNOW
-74.39SNOWDetails
PEG Ratio
115.37
High:SMCI
768.91SMCILow:SNOW
-451.99SNOWDetails
Price/Book
4.16
High:FTAI
54.03FTAILow:BRK.B
1.46BRK.BDetails
Price/Sales
6.38
High:AMD
24.58AMDLow:SMCI
0.58SMCIDetails
Price/CF
21.63
High:LYC.ASX
83.52LYC.ASXLow:PYPL
6.51PYPLDetails
Price/FCF
48.12
High:P911.DE
595.63P911.DELow:PYPL
7.94PYPLDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-27.49% | Nov 2021 | Jan 2022 | 2 |
-15.12% | Nov 2025 | Aug 2026 | 9 |
-11.61% | Aug 2023 | Feb 2024 | 6 |
-9.93% | Nov 2022 | Mar 2023 | 4 |
-8.78% | Mar 2025 | Jun 2025 | 3 |
-6.98% | Apr 2022 | May 2022 | 1 |
-5.2% | Jul 2021 | Aug 2021 | 1 |
-2.53% | Apr 2023 | Jun 2023 | 2 |
-2.45% | Dec 2024 | Jan 2025 | 1 |
-2.38% | Oct 2024 | Nov 2024 | 1 |
-2.25% | Sep 2026 | - | 1 |
-1.99% | Mar 2024 | May 2024 | 2 |
-1.75% | Jun 2022 | Jul 2022 | 1 |
-0.78% | Aug 2024 | Sep 2024 | 1 |