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+1.54%
This Month
+17.52%
Year To Date
+74.79%
2 Years
+114.27%
5 Years
+357.27%
10 Years
+27.53%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🚗 Consumer Durables28.47%
- 🪙 Cryptocurrencies18.23%
- 🖥️ Technology Services16.81%
- 📊 ETFs9.6%
- 💻 Electronic Technology7.34%
- 💼 Commercial Services5.31%
- 🍞 Consumer Non Durables4.09%
- 🛍️ Retail Trade3.91%
- 💰 Finance2.81%
- 💇♀️ Consumer Services2.08%
- ⛏️ Energy Minerals0.68%
- 🚚 Transportation0.38%
- 🧬 Health Technology0.23%
- 💵 Cash0.14%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq55.48%
- 🌍 Digital Currency18.23%
- 🇺🇸 NYSE15.67%
- 🇬🇧 LSE4.5%
- 🇩🇪 FRA3.88%
- 🇭🇰 Hong Kong Exchanges1.14%
- 🇫🇷 Euronext Paris1.03%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States58.42%
- 🇩🇪 Germany3.88%
- 🇨🇦 Canada3.74%
- 🇨🇳 China1.37%
- 🇫🇷 France1.03%
- 🇯🇵 Japan1%
- 🇬🇧 United Kingdom0.82%
- 🇰🇷 South Korea0.61%
- 🇱🇺 Luxembourg0.47%
- 🇰🇾 Cayman Islands0.38%
- 🇮🇪 Ireland0.38%
Dividends
Dividend Yield
0.47%
21 out of 47 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $MBG.DE (7.05%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 VOW3.DE | 0.08% | 5.94% | $9.06 |
 NKE | 0.04% | 2.39% | $1.45 |
 KO | 0.04% | 2.87% | $1.89 |
 MSFT | 0.03% | 0.74% | $3 |
 CVX | 0.03% | 4.59% | $6.28 |
 BLK | 0.03% | 1.94% | $20.2 |
 MBG.DE | 0.03% | 7.05% | $5.3 |
 TSCO.L | 0.03% | 3.27% | $0.12 |
 TM | 0.03% | 2.62% | $4.64 |
 MC.PA | 0.02% | 2.08% | $13 |
 BMW.DE | 0.02% | 4.54% | $6 |
 META | 0.02% | 0.33% | $1 |
 PFE | 0.02% | 6.54% | $1.66 |
 MCD | 0.01% | 2.25% | $6.53 |
 DIS | 0.01% | 0.91% | $0.75 |
 RHM.DE | 0.01% | 0.54% | $5.7 |
 GOOG | 0.01% | 0.27% | $0.2 |
 SMSN.L | 0.01% | 1.23% | $23.68 |
 RYAAY | 0% | 1.18% | $0.93 |
 GOOGL | 0% | 0.27% | $0.2 |
 PYPL | 0% | 0.23% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 6.7/10
Beta
1.68
1.68
0
0.8
1.2
0
2
Sharpe Ratio
0.78
0.78
0
0.5
1
1.5
1.5
Sortino Ratio
1.45
1.45
0
1
2
3
3
Jensen's Alpha
6.28
6.28
-2
0
2
7
7
Omega Ratio
1.63
1.63
0
1
1.5
2.5
2.5
Treynor Ratio
1.32
1.32
0
0.75
1.25
2
2
Information Ratio
0.63
0.63
0
0.3
0.6
1
1
Calmar Ratio
0.48
0.48
0
0.3
0.6
1
1
Beta
1.68
1.68
0
0.8
1.2
0
2
Sharpe Ratio
0.78
0.78
0
0.5
1
1.5
1.5
Sortino Ratio
1.45
1.45
0
1
2
3
3
Jensen's Alpha
6.28
6.28
-2
0
2
7
7
Omega Ratio
1.63
1.63
0
1
1.5
2.5
2.5
Treynor Ratio
1.32
1.32
0
0.75
1.25
2
2
Information Ratio
0.63
0.63
0
0.3
0.6
1
1
Calmar Ratio
0.48
0.48
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
50.31
High:
TSLA
317.59TSLALow:
STNE
-29.84STNEDetails
PEG Ratio
245.06
High:
ADSK
2,204.6ADSKLow:
NIO
-135.7NIODetails
Price/Book
10.13
High:NIO
21.73NIOLow:
MCD
-104.93MCDDetails
Price/Sales
8.96
High:
HOOD
25.04HOODLow:
VOW3.DE
0.17VOW3.DEDetails
Price/CF
30.71
High:
SHOP
101.93SHOPLow:
MBG.DE
2.47MBG.DEDetails
Price/FCF
85.2
High:
RHM.DE
5,198.92RHM.DELow:MBG.DE
4.14MBG.DEDetails
P/E Ratio
50.31
High:TSLA
317.59TSLALow:STNE
-29.84STNEDetails
PEG Ratio
245.06
High:ADSK
2,204.6ADSKLow:NIO
-135.7NIODetails
Price/Book
10.13
High:NIO
21.73NIOLow:MCD
-104.93MCDDetails
Price/Sales
8.96
High:HOOD
25.04HOODLow:VOW3.DE
0.17VOW3.DEDetails
Price/CF
30.71
High:SHOP
101.93SHOPLow:MBG.DE
2.47MBG.DEDetails
Price/FCF
85.2
High:RHM.DE
5,198.92RHM.DELow:MBG.DE
4.14MBG.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 |
-6.39% | Nov 2025 | - | 2 |
-5.37% | Sep 2021 | Oct 2021 | 1 |
-2.33% | Aug 2019 | Nov 2019 | 3 |
-2.19% | Feb 2021 | Mar 2021 | 1 |