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Portfolio

Total portfolio value
+€0.00 (0.00%)
€0.00
Benchmark:
Portfolio performance ?
€0.00
+0.00% (0.0% p.a.)
Volatility ?
0.00%
Annualized Std Dev
Risk-adjusted return ?
0.00
Sortino: 0.00 (Sharpe)
Active return ?
+0.00%
vs S&P 500 (0.0%)
Net contributions ?
€0.00
Injected capital
Price contribution ?
€0.00
Capital growth
Income contribution ?
+€0.00
Dividends & interest
Cost contribution ?
-€0.00
Trading fees & taxes
Portfolio value
Net contributions
S&P 500 (Benchmark)
Alpha: +0.00%

Top performing assets

Portfolio laggards

Asset name ⇕ Category ⇕ Shares ⇕ Avg buy price ⇕ Current price ⇕ Cost basis ⇕ Market value ⇕ Weight ⇕ Gain / loss ⇕ Return % ⇕

Growth projection parameters

Initial portfolio value €141,743
Monthly contribution €1,000 / mo
Investment horizon 10 Years
Expected annual return 8.0% p.a.
Projected future wealth
€0
0.0x Initial Value
Compound returns (growth)
€0
0% from compound interest
FIRE 4% safe withdrawal
€0 / yr
€0 / month passive cash
Milestone forecast (years to reach)
€250,000: --
€500,000: --
€1,000,000: --

Asset allocation by class

Top holdings concentration

Currency exposure breakdown

Underlying currency exposure across European, US, UK, and international holdings.

Forward dividend run-rate

Estimated annual dividend income Projected 12-month passive dividend cashflow
€1,240.00
Monthly average dividend Average monthly dividend stream
€103.33
Portfolio dividend yield Weighted dividend yield across all holdings
1.82%
Total historical dividends received Cumulative dividends recorded from portfolio history
€4,613.89

Historical monthly dividend cashflows

Portfolio risk & diagnostic barometer

Key statistical volatility, systematic risk, and drawdown health metrics.

Maximum historical drawdown Deepest peak-to-trough drop from historical high
-18.4%
Market beta (vs S&P 500) Systematic market correlation (1.0 = tracks S&P 500 volatility)
0.92
Annualized volatility (std dev) Standard deviation of daily portfolio percentage fluctuations
16.4%
Sharpe ratio & sortino ratio Risk-adjusted return penalizing overall vs downside risk
0.82 / 1.18
Profitable days win rate Percentage of days ending with a positive valuation increase
54.8%
Top 5 holdings concentration Percentage of total portfolio concentrated in top 5 assets
68.2%
Date Type Security Quantity Price Amount Description

Asset Name

TICKER Class ISIN
Current price
€0.00
Market value €0.00 0.0% of portfolio
Total return €0.00 0.00%
Shares owned 0.00 Position size
Total cost basis €0.00 Invested capital
Average buy price €0.00 Per share
Dividends earned €0.00 Total cash received
Holding period 0 yrs Since ...
Total trades 0 Executions

Transaction history

0 transactions
Date Type Shares Execution price Amount Cost basis Total shares
Offline • Using cached portfolio

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2 Scroll down and select Add to Home Screen
3 Tap Add in the top right corner

Trading 212 synchronization

Baseline preserved: Historical DeGiro transactions through November 3, 2026 are locked and protected. Only new buy/sell orders and dividends executed on Trading 212 on or after this cutoff date will be automatically synced.
API status Checking...
Last synced Never
New orders tracked 0
New dividends tracked 0

Settings

Portfolio configuration
Trading 212 API
Auto-sync & credentials
Theme Appearance Dark Mode
Security Lock with Master PIN