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-1.6%
This Month
+6.11%
Year To Date
+62.25%
2 Years
-5.73%
5 Years
-96.91%
10 Years
-32.3%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash29.49%
- 🪙 Cryptocurrencies16.64%
- 🖥️ Technology Services9.84%
- 📊 ETFs7.53%
- 🍞 Consumer Non Durables6.56%
- 💰 Finance5.77%
- 🧩 Miscellaneous5.33%
- 🛠️ Producer Manufacturing4.49%
- 🏥 Health Services3.54%
- 💇♀️ Consumer Services2.77%
- 🧬 Health Technology2.53%
- 🧪 Process Industries2.28%
- ❓ Other1.97%
- 🚗 Consumer Durables1.85%
- 🛍️ Retail Trade1.79%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE42.25%
- 🌍 Digital Currency16.64%
- 🇺🇸 Nasdaq9.4%
- 🇩🇪 FRA4.6%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States32.23%
- 🇩🇪 Germany7.34%
- 🇯🇵 Japan1.85%
Dividends
Dividend Yield
0.54%
17 out of 34 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $DB (3.61%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 KO | 0.15% | 2.26% | $1.89 |
 UNH | 0.08% | 2.18% | $7.74 |
 HD | 0.05% | 2.97% | $8.52 |
 TM | 0.05% | 2.72% | $4.64 |
 ALB | 0.04% | 1.7% | $1.6 |
 DB | 0.04% | 3.61% | $0.49 |
 MCD | 0.03% | 3.07% | $6.53 |
 RAA.DE | 0.03% | 2.6% | $13.5 |
 KRN.DE | 0.03% | 2.52% | $2.2 |
 SAP | 0.02% | 0.93% | $1.73 |
 MSFT | 0.02% | 0.71% | $3 |
 AGCO | 0.01% | 1.13% | $1.16 |
 MA | 0.01% | 0.57% | $2.46 |
 NEM.DE | 0.01% | 0.93% | $0.48 |
 TMO | 0.01% | 0.27% | $1.48 |
 ENR.DE | 0.01% | 0.54% | - |
 SPY | -0.04% | -0.96% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
MA | Pay Day | Nov 9, 2026 | $0.87 |
AGCO | Ex-Dividend | Nov 14, 2026 | $0.30 |
MSFT | Ex-Dividend | Nov 20, 2026 | $0.91 |
MCD | Ex-Dividend | Dec 1, 2026 | $1.86 |
HD | Ex-Dividend | Dec 3, 2026 | $2.33 |
ALB | Ex-Dividend | Dec 11, 2026 | $0.41 |
UNH | Ex-Dividend | Dec 14, 2026 | $2.21 |
KO | Ex-Dividend | Dec 15, 2026 | $0.53 |
TMO | Ex-Dividend | Dec 15, 2026 | $0.47 |
MA | Ex-Dividend | Jan 9, 2027 | $0.87 |
ENR.DE | Ex-Dividend | Feb 27, 2027 | $0.00 |
TM | Ex-Dividend | Apr 1, 2027 | $3.46 |
RAA.DE | Ex-Dividend | Apr 30, 2027 | $18.80 |
SAP | Ex-Dividend | May 5, 2027 | $2.94 |
NEM.DE | Ex-Dividend | May 22, 2027 | $0.79 |
DB | Ex-Dividend | May 29, 2027 | $1.16 |
KRN.DE | Ex-Dividend | Jun 10, 2027 | $2.94 |
Performance Metrics
Score 2.1/10
Beta
1.93
1.93
0
0.8
1.2
0
2
Sharpe Ratio
-0.32
-0.32
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.46
-0.46
-1
1
2
3
3
Jensen's Alpha
-34.71
-34.71
-35
0
2
4.5
4.5
Omega Ratio
0.64
0.64
0
1
1.5
2.5
2.5
Treynor Ratio
-0.9
-0.9
-1
0.75
1.25
2
2
Information Ratio
-0.54
-0.54
-1
0.3
0.6
1
1
Calmar Ratio
-0.33
-0.33
-1
0.3
0.6
1
1
Beta
1.93
1.93
0
0.8
1.2
0
2
Sharpe Ratio
-0.32
-0.32
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.46
-0.46
-1
1
2
3
3
Jensen's Alpha
-34.71
-34.71
-35
0
2
4.5
4.5
Omega Ratio
0.64
0.64
0
1
1.5
2.5
2.5
Treynor Ratio
-0.9
-0.9
-1
0.75
1.25
2
2
Information Ratio
-0.54
-0.54
-1
0.3
0.6
1
1
Calmar Ratio
-0.33
-0.33
-1
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
26.38
High:
NOW
84.98NOWLow:ALB
-2,631.04ALBDetails
PEG Ratio
29.35
High:NOW
441NOWLow:AGCO
0.03AGCODetails
Price/Book
6.75
High:MA
88.35MALow:MCD
-161.19MCDDetails
Price/Sales
4.02
High:MA
14.19MALow:KRN.DE
0.59KRN.DEDetails
Price/CF
15.64
High:MA
26.33MALow:DB
1.03DBDetails
Price/FCF
37.86
High:RAA.DE
157.35RAA.DELow:DB
1.09DBDetails
P/E Ratio
26.38
High:NOW
84.98NOWLow:ALB
-2,631.04ALBDetails
PEG Ratio
29.35
High:NOW
441NOWLow:AGCO
0.03AGCODetails
Price/Book
6.75
High:MA
88.35MALow:MCD
-161.19MCDDetails
Price/Sales
4.02
High:MA
14.19MALow:KRN.DE
0.59KRN.DEDetails
Price/CF
15.64
High:MA
26.33MALow:DB
1.03DBDetails
Price/FCF
37.86
High:RAA.DE
157.35RAA.DELow:DB
1.09DBDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-99.03% | Jan 2018 | - | 106 |