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-5.89%
This Month
-5.38%
Year To Date
+11.78%
2 Years
+22.46%
5 Years
+29.9%
10 Years
+4.87%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs39.44%
- 👥 Copy Trading16.47%
- 💰 Finance7.51%
- 🖥️ Technology Services4.07%
- 💻 Electronic Technology3.95%
- 🧬 Health Technology3.89%
- 🛍️ Retail Trade3.87%
- 💵 Cash3.7%
- 🍞 Consumer Non Durables3.14%
- 📡 Communications2.9%
- 💼 Commercial Services2.65%
- 🚗 Consumer Durables2.1%
- 🛠️ Producer Manufacturing1.61%
- 🚚 Transportation1.31%
- 🪨 Non Energy Minerals1.26%
- ⚡ Utilities1.23%
- 🧪 Process Industries0.79%
- 🏥 Health Services0.47%
Exchanges Breakdown
- Exchange
- Total
- 🇩🇪 Xetra ETFs33.43%
- 🇺🇸 NYSE25.52%
- 🇺🇸 Nasdaq8.32%
- 🇮🇹 Borsa Italiana6.75%
- 🇩🇪 FRA6.61%
- 🇬🇧 LSE6%
- 🇳🇱 Euronext Amsterdam4.01%
- 🇫🇷 Euronext Paris2.3%
- 🇭🇰 Hong Kong Exchanges1.4%
- 🇩🇰 Copenhagen Stock Exchange0.89%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States9.28%
- 🇮🇹 Italy7.56%
- 🇩🇪 Germany6.61%
- 🇳🇱 Netherlands4.01%
- 🇨🇳 China2.69%
- 🇹🇼 Taiwan2.66%
- 🇱🇺 Luxembourg2.33%
- 🇫🇷 France2.3%
- 🇨🇦 Canada1.49%
- 🇧🇪 Belgium0.97%
- 🇩🇰 Denmark0.89%
- 🇮🇱 Israel0.32%
Dividends
Dividend Yield
0.94%
28 out of 46 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $BMPS.MI (11.55%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 BMPS.MI | 0.23% | 11.55% | $0.25 |
 ISP.MI | 0.12% | 6.93% | $0.3 |
 INGA.NV | 0.07% | 4.63% | $1.11 |
 BNP.PA | 0.07% | 5.79% | $4.6 |
 VZ | 0.06% | 5.49% | $2.66 |
 ENEL.MI | 0.06% | 5.04% | $0.43 |
 VOW3.DE | 0.04% | 6.71% | $9.06 |
 BAS.DE | 0.04% | 4.81% | $3.4 |
 PHIA.NV | 0.04% | 3.24% | - |
 BMW.DE | 0.03% | 5.16% | $6 |
 TSM | 0.02% | 0.78% | $1.74 |
 TKA.DE | 0.02% | 1.52% | $0.15 |
 MC.PA | 0.01% | 2.56% | $13 |
 UNH | 0.01% | 3.04% | $7.74 |
 NOVO-B.CO | 0.01% | 4.69% | $9.4 |
 NKE | 0.01% | 2.75% | $1.45 |
 BABA | 0.01% | 0.79% | $0.98 |
 RACE | 0.01% | 1.16% | $2.64 |
 LLY | 0.01% | 0.62% | $4.86 |
 ADS.DE | 0.01% | 1.36% | $0.7 |
 9988.HK | 0.01% | 0.81% | $0.98 |
 V | 0.01% | 0.78% | $2.01 |
 BUD | 0.01% | 0.72% | $0.65 |
 KER.PA | 0.01% | 1.14% | $14 |
 alearg85 | 0% | 0.02% | - |
 PYPL | 0% | 0.6% | - |
 BAYN.DE | 0% | 0.3% | $0.11 |
 VWS.CO | 0% | 0.34% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 4.5/10
Beta
0.26
0.26
0
0.8
1.2
0
2
Sharpe Ratio
0.41
0.41
0
0.5
1
1.5
1.5
Sortino Ratio
0.6
0.6
0
1
2
3
3
Jensen's Alpha
-1.02
-1.02
-2
0
2
4.5
4.5
Omega Ratio
0.48
0.48
0
1
1.5
2.5
2.5
Treynor Ratio
0.95
0.95
0
0.75
1.25
2
2
Information Ratio
-0.96
-0.96
-1
0.3
0.6
1
1
Calmar Ratio
0.67
0.67
0
0.3
0.6
1
1
Beta
0.26
0.26
0
0.8
1.2
0
2
Sharpe Ratio
0.41
0.41
0
0.5
1
1.5
1.5
Sortino Ratio
0.6
0.6
0
1
2
3
3
Jensen's Alpha
-1.02
-1.02
-2
0
2
4.5
4.5
Omega Ratio
0.48
0.48
0
1
1.5
2.5
2.5
Treynor Ratio
0.95
0.95
0
0.75
1.25
2
2
Information Ratio
-0.96
-0.96
-1
0.3
0.6
1
1
Calmar Ratio
0.67
0.67
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
28.19
High:KER.PA
430.9KER.PALow:
INTC
-556.53INTCDetails
PEG Ratio
42.49
High:NOVO-B.CO
684.96NOVO-B.COLow:INTC
-566.72INTCDetails
Price/Book
5.09
High:LLY
35.73LLYLow:VOW3.DE
0.28VOW3.DEDetails
Price/Sales
3.98
High:TSM
15.13TSMLow:VOW3.DE
0.15VOW3.DEDetails
Price/CF
17.47
High:
SHOP
103.19SHOPLow:BMPS.MI
2.48BMPS.MIDetails
Price/FCF
51.42
High:9988.HK
2,771.019988.HKLow:BMPS.MI
2.5BMPS.MIDetails
P/E Ratio
28.19
High:KER.PA
430.9KER.PALow:INTC
-556.53INTCDetails
PEG Ratio
42.49
High:NOVO-B.CO
684.96NOVO-B.COLow:INTC
-566.72INTCDetails
Price/Book
5.09
High:LLY
35.73LLYLow:VOW3.DE
0.28VOW3.DEDetails
Price/Sales
3.98
High:TSM
15.13TSMLow:VOW3.DE
0.15VOW3.DEDetails
Price/CF
17.47
High:SHOP
103.19SHOPLow:BMPS.MI
2.48BMPS.MIDetails
Price/FCF
51.42
High:9988.HK
2,771.019988.HKLow:BMPS.MI
2.5BMPS.MIDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-8.42% | Jan 2022 | Jul 2023 | 18 |
-7.04% | May 2020 | Jul 2020 | 2 |
-6.55% | Aug 2023 | Mar 2024 | 7 |
-6.22% | Feb 2026 | - | 2 |
-4.54% | Oct 2024 | Feb 2025 | 4 |
-1.7% | Jul 2025 | Aug 2025 | 1 |
-1.22% | Jun 2024 | Aug 2024 | 2 |
-1.12% | Apr 2024 | May 2024 | 1 |
-0.86% | Sep 2021 | Oct 2021 | 1 |
-0.31% | Sep 2020 | Nov 2020 | 2 |
-0.16% | Oct 2025 | Nov 2025 | 1 |
-0.08% | Jan 2021 | Feb 2021 | 1 |