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+2.06%
This Month
-5.16%
Year To Date
+93.28%
2 Years
+328.25%
5 Years
+328.25%
10 Years
+48.69%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies29.9%
- 💻 Electronic Technology20.22%
- 🖥️ Technology Services19.27%
- 🍞 Consumer Non Durables6.84%
- 🛍️ Retail Trade6.33%
- ⚡ Utilities5.09%
- 🚗 Consumer Durables3.89%
- 🧬 Health Technology3.03%
- 🚚 Transportation2.58%
- 💰 Finance1.72%
- 🛠️ Producer Manufacturing1.03%
- 💵 Cash0.11%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq48.31%
- 🌍 Digital Currency29.9%
- 🇩🇪 FRA10.65%
- 🇺🇸 NYSE8.47%
- 🇬🇧 LSE2.58%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States56.78%
- 🇩🇪 Germany8.93%
- 🇬🇧 United Kingdom2.58%
- 🇦🇹 Austria1.72%
Dividends
Dividend Yield
0.72%
13 out of 17 instruments pay dividend.
3 dividend payments in the next 30 days.
Highest Dividend: $CON.DE (3.86%)
Dividend Yield Breakdown
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 AAPL | Ex-Dividend | May 11, 2026 | $0.27 |
AAPL | Pay Day | May 14, 2026 | $0.27 |
 COST | Pay Day | May 15, 2026 | $1.47 |
 REGN | Ex-Dividend | May 20, 2026 | $0.94 |
REGN | Pay Day | Jun 4, 2026 | $0.94 |
 PEP | Ex-Dividend | Jun 5, 2026 | $1.48 |
 GOOG | Ex-Dividend | Jun 8, 2026 | $0.22 |
GOOG | Pay Day | Jun 15, 2026 | $0.22 |
 KO | Ex-Dividend | Jun 15, 2026 | $0.53 |
PEP | Pay Day | Jun 30, 2026 | $1.48 |
KO | Pay Day | Jul 1, 2026 | $0.53 |
Performance Metrics
Score 8.4/10
Beta
0.6
0.6
0
0.8
1.2
0
2
Sharpe Ratio
0.84
0.84
0
0.5
1
1.5
1.5
Sortino Ratio
4.57
4.57
0
1
2
5
5
Jensen's Alpha
46.04
46.04
-2
0
2
47
47
Omega Ratio
2.75
2.75
0
1
1.5
3
3
Treynor Ratio
6.38
6.38
0
0.75
1.25
7
7
Information Ratio
0.61
0.61
0
0.3
0.6
1
1
Calmar Ratio
2.06
2.06
0
0.3
0.6
3
3
Beta
0.6
0.6
0
0.8
1.2
0
2
Sharpe Ratio
0.84
0.84
0
0.5
1
1.5
1.5
Sortino Ratio
4.57
4.57
0
1
2
5
5
Jensen's Alpha
46.04
46.04
-2
0
2
47
47
Omega Ratio
2.75
2.75
0
1
1.5
3
3
Treynor Ratio
6.38
6.38
0
0.75
1.25
7
7
Information Ratio
0.61
0.61
0
0.3
0.6
1
1
Calmar Ratio
2.06
2.06
0
0.3
0.6
3
3
Portfolio Valuation
Based on current positions
P/E Ratio
32.85
High:
RHM.DE
77.27RHM.DELow:
CON.DE
-428.36CON.DEDetails
PEG Ratio
192.68
High:REGN
931.69REGNLow:
IAG.L
21.33IAG.LDetails
Price/Book
13.68
High:AAPL
39.59AAPLLow:
AMV0.DE
0.4AMV0.DEDetails
Price/Sales
9.72
High:
NVDA
23.93NVDALow:IAG.L
0.69IAG.LDetails
Price/CF
22.54
High:NVDA
44.64NVDALow:IAG.L
3.6IAG.LDetails
Price/FCF
47.8
High:
NEE
2,356.18NEELow:IAG.L
8.86IAG.LDetails
P/E Ratio
32.85
High:RHM.DE
77.27RHM.DELow:CON.DE
-428.36CON.DEDetails
PEG Ratio
192.68
High:REGN
931.69REGNLow:IAG.L
21.33IAG.LDetails
Price/Book
13.68
High:AAPL
39.59AAPLLow:AMV0.DE
0.4AMV0.DEDetails
Price/Sales
9.72
High:NVDA
23.93NVDALow:IAG.L
0.69IAG.LDetails
Price/CF
22.54
High:NVDA
44.64NVDALow:IAG.L
3.6IAG.LDetails
Price/FCF
47.8
High:NEE
2,356.18NEELow:IAG.L
8.86IAG.LDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-23.86% | Oct 2025 | - | 8 |
-12.53% | Aug 2023 | Dec 2023 | 4 |
-7.96% | Mar 2025 | Apr 2025 | 1 |
-4.91% | Jul 2024 | Nov 2024 | 4 |
-2.23% | Aug 2025 | Sep 2025 | 1 |
-1.93% | Dec 2024 | Feb 2025 | 2 |
-1.11% | Dec 2022 | Jan 2023 | 1 |