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+5.1%
This Month
+17.71%
Year To Date
+101.87%
2 Years
+199.15%
5 Years
+358.01%
10 Years
+28.87%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology27.79%
- 🪙 Cryptocurrencies19.17%
- 🚗 Consumer Durables18.63%
- 🖥️ Technology Services13.09%
- 📊 ETFs6.99%
- 💼 Commercial Services3.75%
- 🍞 Consumer Non Durables2.97%
- 🛍️ Retail Trade2.95%
- 💰 Finance2.11%
- 💇♀️ Consumer Services1.58%
- ⛏️ Energy Minerals0.54%
- 🚚 Transportation0.23%
- 🧬 Health Technology0.16%
- 💵 Cash0.08%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq61.12%
- 🌍 Digital Currency19.17%
- 🇺🇸 NYSE11.85%
- 🇬🇧 LSE3.16%
- 🇩🇪 FRA2.98%
- 🇭🇰 Hong Kong Exchanges1.09%
- 🇫🇷 Euronext Paris0.6%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States63.82%
- 🇩🇪 Germany2.98%
- 🇨🇦 Canada2.45%
- 🇨🇳 China1.3%
- 🇯🇵 Japan0.71%
- 🇬🇧 United Kingdom0.61%
- 🇫🇷 France0.6%
- 🇱🇺 Luxembourg0.41%
- 🇰🇷 South Korea0.35%
- 🇰🇾 Cayman Islands0.34%
- 🇮🇪 Ireland0.23%
Dividends
Dividend Yield
0.49%
25 out of 49 instruments pay dividend.
9 dividend payments in the next 30 days.
Highest Dividend: $MBG.DE (8.34%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 SCHD | 0.07% | 3.87% | - |
 VOW3.DE | 0.06% | 6.24% | $9.06 |
 VIG | 0.04% | 1.72% | - |
 NKE | 0.03% | 2.19% | $1.45 |
 KO | 0.03% | 3.01% | $1.89 |
 AAPL | 0.02% | 0.44% | $0.97 |
 CVX | 0.02% | 4.3% | $6.28 |
 MSFT | 0.02% | 0.65% | $3 |
 BLK | 0.02% | 1.85% | $20.2 |
 MBG.DE | 0.02% | 8.34% | $5.3 |
 TM | 0.02% | 2.75% | $4.64 |
 TSCO.L | 0.02% | 3.14% | $0.12 |
 META | 0.02% | 0.34% | $1 |
 MC.PA | 0.02% | 2.65% | $13 |
 BMW.DE | 0.02% | 5.13% | $6 |
 PFE | 0.01% | 7.16% | $1.66 |
 MCD | 0.01% | 2.32% | $6.53 |
 SPY | 0.01% | 1.16% | - |
 DIS | 0.01% | 0.86% | $0.75 |
 RHM.DE | 0.01% | 0.43% | $5.7 |
 GOOG | 0.01% | 0.34% | $0.2 |
 SMSN.L | 0.01% | 1.56% | $23.68 |
 RYAAY | 0% | 1.66% | $0.93 |
 NVDA | 0% | 0.02% | $0.02 |
 GOOGL | 0% | 0.34% | $0.2 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
GOOG | Pay Day | Sep 15, 2025 | $0.21 |
KO | Ex-Dividend | Sep 15, 2025 | $0.51 |
GOOGL | Pay Day | Sep 15, 2025 | $0.21 |
MCD | Pay Day | Sep 16, 2025 | $1.77 |
META | Ex-Dividend | Sep 22, 2025 | $0.52 |
BLK | Pay Day | Sep 23, 2025 | $5.21 |
RYAAY | Pay Day | Sep 25, 2025 | $0.53 |
META | Pay Day | Sep 29, 2025 | $0.52 |
KO | Pay Day | Oct 1, 2025 | $0.51 |
NKE | Pay Day | Oct 1, 2025 | $0.40 |
NVDA | Pay Day | Oct 2, 2025 | $0.01 |
MC.PA | Ex-Dividend | Dec 2, 2025 | $6.47 |
MC.PA | Pay Day | Dec 4, 2025 | $6.47 |
Performance Metrics
Score 6.8/10
Beta
1.67
1.67
0
0.8
1.2
0
2
Sharpe Ratio
0.78
0.78
0
0.5
1
1.5
1.5
Sortino Ratio
1.47
1.47
0
1
2
3
3
Jensen's Alpha
7.6
7.6
-2
0
2
8
8
Omega Ratio
1.68
1.68
0
1
1.5
2.5
2.5
Treynor Ratio
1.36
1.36
0
0.75
1.25
2
2
Information Ratio
0.66
0.66
0
0.3
0.6
1
1
Calmar Ratio
0.49
0.49
0
0.3
0.6
1
1
Beta
1.67
1.67
0
0.8
1.2
0
2
Sharpe Ratio
0.78
0.78
0
0.5
1
1.5
1.5
Sortino Ratio
1.47
1.47
0
1
2
3
3
Jensen's Alpha
7.6
7.6
-2
0
2
8
8
Omega Ratio
1.68
1.68
0
1
1.5
2.5
2.5
Treynor Ratio
1.36
1.36
0
0.75
1.25
2
2
Information Ratio
0.66
0.66
0
0.3
0.6
1
1
Calmar Ratio
0.49
0.49
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
45.39
High:
TSLA
229.29TSLALow:
STNE
-27.11STNEDetails
PEG Ratio
2,744.97
High:
AAPL
24,187.63AAPLLow:
PTON
-30.81PTONDetails
Price/Book
18.36
High:AAPL
52.83AAPLLow:
NIO
-82.98NIODetails
Price/Sales
12.53
High:
HOOD
29.15HOODLow:
VOW3.DE
0.16VOW3.DEDetails
Price/CF
35.83
High:
KO
233.26KOLow:
MBG.DE
2.29MBG.DEDetails
Price/FCF
59.72
High:
RHM.DE
5,198.92RHM.DELow:MBG.DE
3.77MBG.DEDetails
P/E Ratio
45.39
High:TSLA
229.29TSLALow:STNE
-27.11STNEDetails
PEG Ratio
2,744.97
High:AAPL
24,187.63AAPLLow:PTON
-30.81PTONDetails
Price/Book
18.36
High:AAPL
52.83AAPLLow:NIO
-82.98NIODetails
Price/Sales
12.53
High:HOOD
29.15HOODLow:VOW3.DE
0.16VOW3.DEDetails
Price/CF
35.83
High:KO
233.26KOLow:MBG.DE
2.29MBG.DEDetails
Price/FCF
59.72
High:RHM.DE
5,198.92RHM.DELow:MBG.DE
3.77MBG.DEDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-55.43% | Dec 2021 | Nov 2024 | 35 |
-23.56% | Feb 2020 | May 2020 | 3 |
-18.23% | Feb 2025 | Jun 2025 | 4 |
-10.06% | Sep 2020 | Nov 2020 | 2 |
-7.9% | May 2021 | Aug 2021 | 3 |
-5.37% | Sep 2021 | Oct 2021 | 1 |
-2.33% | Aug 2019 | Nov 2019 | 3 |
-2.19% | Feb 2021 | Mar 2021 | 1 |