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+5.09%
This Month
-8.99%
Year To Date
+54.59%
2 Years
+40.33%
5 Years
+117.72%
10 Years
-75.09%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies38.41%
- 🧬 Health Technology12.2%
- 💇♀️ Consumer Services11.75%
- 🍞 Consumer Non Durables7.72%
- 🚗 Consumer Durables7.26%
- 🧪 Process Industries7.25%
- 🛍️ Retail Trade7.02%
- 💼 Commercial Services3.16%
- 💰 Finance1.41%
- 💻 Electronic Technology1.21%
- 🧩 Miscellaneous1.14%
- 📊 ETFs0.74%
- 🖥️ Technology Services0.66%
- 💵 Cash0.02%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency38.41%
- 🇺🇸 NYSE26.09%
- 🇩🇪 FRA16.72%
- 🇺🇸 Nasdaq11.66%
- 🇬🇧 LSE5.65%
- 🇩🇪 Xetra ETFs0.74%
- 🇭🇰 Hong Kong Exchanges0.66%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States30.73%
- 🇩🇪 Germany16.72%
- 🇨🇳 China7.68%
- 🇬🇧 United Kingdom4.52%
Dividends
Dividend Yield
1.63%
14 out of 25 instruments pay dividend.
4 dividend payments in the next 30 days.
Highest Dividend: $PFE (6.24%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 PFE | 0.49% | 6.24% | $1.66 |
 BAS.DE | 0.31% | 4.24% | $3.4 |
 BATS.L | 0.26% | 5.82% | $2.36 |
 DIS | 0.17% | 1.41% | $0.75 |
 CON.DE | 0.11% | 4.06% | $2.2 |
 JD.US | 0.08% | 3.12% | $0.74 |
 O | 0.07% | 4.98% | $3.09 |
 ADS.DE | 0.05% | 1.94% | $0.7 |
 BABA | 0.03% | 0.73% | $0.98 |
 NKE | 0.03% | 3.48% | $1.45 |
 PYPL | 0.02% | 0.55% | - |
 BAYN.DE | 0.01% | 0.27% | $0.11 |
 0700.HK | 0.01% | 1.02% | $3.4 |
 IDEM.L | 0% | 1.22% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
JD.US | Pay Day | Apr 29, 2026 | $1.00 |
CON.DE | Ex-Dividend | Apr 30, 2026 | $3.13 |
O | Ex-Dividend | Apr 30, 2026 | $0.27 |
BAS.DE | Ex-Dividend | May 4, 2026 | $2.62 |
CON.DE | Pay Day | May 5, 2026 | $3.13 |
BAS.DE | Pay Day | May 6, 2026 | $2.62 |
0700.HK | Ex-Dividend | May 15, 2026 | $0.68 |
O | Pay Day | May 15, 2026 | $0.27 |
0700.HK | Pay Day | Jun 1, 2026 | $0.68 |
DIS | Ex-Dividend | Jun 30, 2026 | $0.75 |
BATS.L | Ex-Dividend | Jul 9, 2026 | $0.83 |
DIS | Pay Day | Jul 22, 2026 | $0.75 |
BATS.L | Pay Day | Aug 14, 2026 | $0.83 |
Performance Metrics
Score 3.8/10
Beta
1.51
1.51
0
0.8
1.2
0
2
Sharpe Ratio
0.34
0.34
0
0.5
1
1.5
1.5
Sortino Ratio
0.54
0.54
0
1
2
3
3
Jensen's Alpha
-1.01
-1.01
-2
0
2
4.5
4.5
Omega Ratio
1.1
1.1
0
1
1.5
2.5
2.5
Treynor Ratio
0.84
0.84
0
0.75
1.25
2
2
Information Ratio
0.11
0.11
0
0.3
0.6
1
1
Calmar Ratio
0.1
0.1
0
0.3
0.6
1
1
Beta
1.51
1.51
0
0.8
1.2
0
2
Sharpe Ratio
0.34
0.34
0
0.5
1
1.5
1.5
Sortino Ratio
0.54
0.54
0
1
2
3
3
Jensen's Alpha
-1.01
-1.01
-2
0
2
4.5
4.5
Omega Ratio
1.1
1.1
0
1
1.5
2.5
2.5
Treynor Ratio
0.84
0.84
0
0.75
1.25
2
2
Information Ratio
0.11
0.11
0
0.3
0.6
1
1
Calmar Ratio
0.1
0.1
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
38.68
High:
TSLA
364.78TSLALow:
INTC
-836.39INTCDetails
PEG Ratio
19.81
High:O
292.6OLow:INTC
-851.7INTCDetails
Price/Book
3.38
High:TSLA
17.92TSLALow:BAS.DE
1.41BAS.DEDetails
Price/Sales
3.18
High:TSLA
14.65TSLALow:JD.US
0.24JD.USDetails
Price/CF
24.11
High:TSLA
107.92TSLALow:CON.DE
6.2CON.DEDetails
Price/FCF
81.16
High:BABA
1,196.17BABALow:JD.US
9.2JD.USDetails
P/E Ratio
38.68
High:TSLA
364.78TSLALow:INTC
-836.39INTCDetails
PEG Ratio
19.81
High:O
292.6OLow:INTC
-851.7INTCDetails
Price/Book
3.38
High:TSLA
17.92TSLALow:BAS.DE
1.41BAS.DEDetails
Price/Sales
3.18
High:TSLA
14.65TSLALow:JD.US
0.24JD.USDetails
Price/CF
24.11
High:TSLA
107.92TSLALow:CON.DE
6.2CON.DEDetails
Price/FCF
81.16
High:BABA
1,196.17BABALow:JD.US
9.2JD.USDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-100% | Dec 2012 | - | 161 |