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+2.3%
This Month
+18.49%
Year To Date
+264.76%
2 Years
+10.14%
5 Years
-96.8%
10 Years
-35.86%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies40.63%
- 💵 Cash21.91%
- 💻 Electronic Technology10.9%
- 🍞 Consumer Non Durables6.67%
- 📊 ETFs5.64%
- 💰 Finance4.61%
- ⛏️ Energy Minerals4.47%
- 🛠️ Producer Manufacturing3.5%
- 🚗 Consumer Durables3.02%
- 🏥 Health Services2.7%
- 🚚 Transportation2.06%
- 🖥️ Technology Services0.42%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency40.63%
- 🇺🇸 NYSE20.23%
- 🇺🇸 Nasdaq12.65%
- 🇩🇪 FRA4.58%
- 🇳🇱 Euronext Amsterdam3.66%
- 🇸🇪 Stockholm Stock Exchange1.94%
- 🇺🇸 Chicago Board Options Exchange0.93%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States27.75%
- 🇩🇪 Germany4.58%
- 🇳🇱 Netherlands3.66%
- 🇸🇪 Sweden1.94%
- 🇮🇱 Israel0.42%
Dividends
Dividend Yield
1.03%
16 out of 28 instruments pay dividend.
2 dividend payments in the next 30 days.
Highest Dividend: $MBG.DE (8.22%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 MBG.DE | 0.25% | 8.22% | $5.3 |
 CVX | 0.13% | 4.34% | $6.28 |
 PEP | 0.11% | 3.79% | $5.15 |
 KO | 0.09% | 2.85% | $1.89 |
 UNH | 0.09% | 3.28% | $7.74 |
 QCOM | 0.07% | 2.28% | $3.25 |
 XOM | 0.05% | 3.71% | $3.76 |
 VOLV-A.ST | 0.05% | 2.76% | $7.5 |
 GS | 0.04% | 1.74% | $11 |
 ASML.NV | 0.04% | 1.02% | $6.1 |
 RAA.DE | 0.04% | 2.31% | $13.5 |
 URA | 0.03% | 1.91% | - |
 SPY | 0.03% | 1.16% | - |
 INDA | 0.01% | 0.72% | - |
 LIT | 0.01% | 0.69% | - |
 NVDA | 0% | 0.02% | $0.02 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
XOM | Ex-Dividend | Aug 15, 2025 | $0.99 |
CVX | Ex-Dividend | Aug 19, 2025 | $1.71 |
GS | Ex-Dividend | Aug 29, 2025 | $4.00 |
QCOM | Ex-Dividend | Sep 4, 2025 | $0.89 |
PEP | Ex-Dividend | Sep 5, 2025 | $1.42 |
CVX | Pay Day | Sep 10, 2025 | $1.71 |
XOM | Pay Day | Sep 10, 2025 | $0.99 |
KO | Ex-Dividend | Sep 15, 2025 | $0.51 |
QCOM | Pay Day | Sep 25, 2025 | $0.89 |
GS | Pay Day | Sep 29, 2025 | $4.00 |
PEP | Pay Day | Sep 30, 2025 | $1.42 |
KO | Pay Day | Oct 1, 2025 | $0.51 |
INDA | Pay Day | Dec 20, 2025 | $0.00 |
Performance Metrics
Score 2/10
Beta
2.05
2.05
0
0.8
1.2
0
3
Sharpe Ratio
-0.35
-0.35
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.5
-0.5
-1
1
2
3
3
Jensen's Alpha
-37.15
-37.15
-38
0
2
4.5
4.5
Omega Ratio
0.64
0.64
0
1
1.5
2.5
2.5
Treynor Ratio
-0.97
-0.97
-1
0.75
1.25
2
2
Information Ratio
-0.55
-0.55
-1
0.3
0.6
1
1
Calmar Ratio
-0.37
-0.37
-1
0.3
0.6
1
1
Beta
2.05
2.05
0
0.8
1.2
0
3
Sharpe Ratio
-0.35
-0.35
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.5
-0.5
-1
1
2
3
3
Jensen's Alpha
-37.15
-37.15
-38
0
2
4.5
4.5
Omega Ratio
0.64
0.64
0
1
1.5
2.5
2.5
Treynor Ratio
-0.97
-0.97
-1
0.75
1.25
2
2
Information Ratio
-0.55
-0.55
-1
0.3
0.6
1
1
Calmar Ratio
-0.37
-0.37
-1
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
32.09
High:
AMD
99.17AMDLow:
MBG.DE
7.47MBG.DEDetails
PEG Ratio
73
High:
RAA.DE
242.01RAA.DELow:
UBER
2.97UBERDetails
Price/Book
7.49
High:
NVDA
52.96NVDALow:MBG.DE
0.55MBG.DEDetails
Price/Sales
4.23
High:NVDA
30.17NVDALow:MBG.DE
0.36MBG.DEDetails
Price/CF
18.91
High:
UA
1,391.74UALow:MBG.DE
2.29MBG.DEDetails
Price/FCF
28.81
High:
PEP
5,253.35PEPLow:
GS
3.62GSDetails
P/E Ratio
32.09
High:AMD
99.17AMDLow:MBG.DE
7.47MBG.DEDetails
PEG Ratio
73
High:RAA.DE
242.01RAA.DELow:UBER
2.97UBERDetails
Price/Book
7.49
High:NVDA
52.96NVDALow:MBG.DE
0.55MBG.DEDetails
Price/Sales
4.23
High:NVDA
30.17NVDALow:MBG.DE
0.36MBG.DEDetails
Price/CF
18.91
High:UA
1,391.74UALow:MBG.DE
2.29MBG.DEDetails
Price/FCF
28.81
High:PEP
5,253.35PEPLow:GS
3.62GSDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-98.97% | Jan 2018 | - | 92 |