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+1.26%
This Month
+16.68%
Year To Date
+68.38%
2 Years
+51.7%
5 Years
+51%
10 Years
+8.59%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services33.03%
- 💻 Electronic Technology22.45%
- 📊 ETFs19.08%
- 🧩 Miscellaneous11.63%
- 🚗 Consumer Durables3.17%
- 🪙 Cryptocurrencies2.15%
- 🛍️ Retail Trade1.57%
- ❓ Other1.56%
- 🚚 Transportation1.37%
- 💼 Commercial Services0.83%
- 🛠️ Producer Manufacturing0.81%
- 💰 Finance0.64%
- ⛏️ Energy Minerals0.63%
- 🧬 Health Technology0.57%
- 🏭 Industrial Services0.35%
- 💵 Cash0.16%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq64.41%
- 🇺🇸 NYSE24.74%
- 🇩🇪 FRA2.34%
- 🌍 Digital Currency2.15%
- 🇺🇸 OTC Markets Stock Exchange1.76%
- Tokyo Stock Exchange1.56%
- 🇬🇧 LSE1.07%
- 🇫🇷 Euronext Paris0.83%
- 🇭🇰 Hong Kong Exchanges0.81%
- 🇮🇹 Borsa Italiana0.18%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States55.22%
- 🇮🇱 Israel3.06%
- 🇩🇪 Germany2.34%
- 🇯🇵 Japan1.76%
- 🇫🇷 France0.83%
- 🇨🇳 China0.81%
- 🇹🇼 Taiwan0.73%
- 🇬🇧 United Kingdom0.7%
- 🇩🇰 Denmark0.57%
- 🇳🇱 Netherlands0.18%
Dividends
Dividend Yield
0.77%
23 out of 57 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $IEP (29.33%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 IEP | 0.19% | 29.33% | $4 |
 MSFT | 0.1% | 0.73% | $3 |
 VOW3.DE | 0.08% | 6.43% | $9.06 |
 TEP.PA | 0.05% | 6.39% | $3.85 |
 SSTK | 0.05% | 24.04% | $1.14 |
 HPQ | 0.04% | 3.68% | $1.1 |
 NTDOY | 0.04% | 2.26% | $0.24 |
 QQQ | 0.04% | 0.39% | - |
 ORCL | 0.04% | 1.26% | $1.6 |
 AFCG | 0.03% | 7% | $1.92 |
 ET | 0.02% | 6.21% | $1.25 |
 NVDA | 0.02% | 0.12% | $0.02 |
 OFS | 0.02% | 21.74% | - |
 NVO | 0.02% | 2.64% | $0.98 |
 RHM.DE | 0.01% | 1.11% | $5.7 |
 PSH.L | 0.01% | 1.4% | - |
 GOOG | 0.01% | 0.25% | $0.2 |
 SPY | 0.01% | 0.96% | - |
 TSM | 0.01% | 0.7% | $1.74 |
 01211.HK | 0% | 0.48% | $3.41 |
 META | 0% | 0.34% | $1 |
 MRVL | 0% | 0.11% | $0.24 |
 MU | 0% | 0.05% | $0.46 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
PSH.L | Pay Day | Sep 18, 2026 | $0.18 |
Performance Metrics
Score 3.1/10
Beta
1.35
1.35
0
0.8
1.2
0
2
Sharpe Ratio
0.29
0.29
0
0.5
1
1.5
1.5
Sortino Ratio
0.42
0.42
0
1
2
3
3
Jensen's Alpha
-6.22
-6.22
-7
0
2
4.5
4.5
Omega Ratio
0.86
0.86
0
1
1.5
2.5
2.5
Treynor Ratio
0.44
0.44
0
0.75
1.25
2
2
Information Ratio
-0.19
-0.19
-1
0.3
0.6
1
1
Calmar Ratio
0.15
0.15
0
0.3
0.6
1
1
Beta
1.35
1.35
0
0.8
1.2
0
2
Sharpe Ratio
0.29
0.29
0
0.5
1
1.5
1.5
Sortino Ratio
0.42
0.42
0
1
2
3
3
Jensen's Alpha
-6.22
-6.22
-7
0
2
4.5
4.5
Omega Ratio
0.86
0.86
0
1
1.5
2.5
2.5
Treynor Ratio
0.44
0.44
0
0.75
1.25
2
2
Information Ratio
-0.19
-0.19
-1
0.3
0.6
1
1
Calmar Ratio
0.15
0.15
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
28.36
High:
CRSR
115.41CRSRLow:
INTC
-175.38INTCDetails
PEG Ratio
83.42
High:
SMCI
768.91SMCILow:INTC
-203.76INTCDetails
Price/Book
11.99
High:
APP
72.14APPLow:HPQ
-153.8HPQDetails
Price/Sales
11.73
High:APP
27.86APPLow:
STLAM.MI
0.09STLAM.MIDetails
Price/CF
25
High:
AVAV
94.83AVAVLow:VOW3.DE
2.51VOW3.DEDetails
Price/FCF
49.48
High:ORCL
348.36ORCLLow:
FVRR
3.55FVRRDetails
P/E Ratio
28.36
High:CRSR
115.41CRSRLow:INTC
-175.38INTCDetails
PEG Ratio
83.42
High:SMCI
768.91SMCILow:INTC
-203.76INTCDetails
Price/Book
11.99
High:APP
72.14APPLow:HPQ
-153.8HPQDetails
Price/Sales
11.73
High:APP
27.86APPLow:STLAM.MI
0.09STLAM.MIDetails
Price/CF
25
High:AVAV
94.83AVAVLow:VOW3.DE
2.51VOW3.DEDetails
Price/FCF
49.48
High:ORCL
348.36ORCLLow:FVRR
3.55FVRRDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-52.04% | Dec 2021 | Jun 2025 | 42 |
-9.85% | Sep 2021 | Oct 2021 | 1 |
-7.52% | Jun 2026 | Aug 2026 | 2 |
-7.16% | May 2021 | Aug 2021 | 3 |
-6.63% | Feb 2026 | Apr 2026 | 2 |
-1.08% | Nov 2025 | Jan 2026 | 2 |