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+0.12%
This Month
+5.85%
Year To Date
+68.14%
2 Years
+68.49%
5 Years
+75.41%
10 Years
+11.9%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs29.39%
- 🖥️ Technology Services16.71%
- 🧩 Miscellaneous14.71%
- 💻 Electronic Technology14.32%
- 🪙 Cryptocurrencies11.4%
- 🛍️ Retail Trade3.62%
- 💰 Finance1.85%
- 💵 Cash1.72%
- 📡 Communications1.19%
- 🧪 Process Industries1.16%
- 🍞 Consumer Non Durables0.88%
- ❓ Other0.87%
- 👥 Copy Trading0.78%
- 🧬 Health Technology0.62%
- 🚗 Consumer Durables0.28%
- ⛏️ Energy Minerals0.24%
- 🛠️ Producer Manufacturing0.16%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq31.06%
- 🇺🇸 NYSE26.52%
- 🌍 Digital Currency11.42%
- 🇬🇧 LSE9.45%
- 🇺🇸 Chicago Board Options Exchange6.36%
- 🇩🇪 Xetra ETFs5.94%
- 🇫🇷 Euronext Paris2.59%
- 🇩🇪 FRA1.87%
- 🇭🇰 Hong Kong Exchanges1.13%
- Tokyo Stock Exchange0.87%
- 🇳🇱 Euronext Amsterdam0.52%
- 🇳🇴 Oslo Stock Exchange0.24%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States32.23%
- 🇩🇪 Germany2.75%
- 🇹🇼 Taiwan2.59%
- 🇨🇳 China2.41%
- 🇸🇪 Sweden0.87%
- 🇳🇱 Netherlands0.52%
- 🇳🇴 Norway0.24%
- 🇬🇧 United Kingdom0.23%
Dividends
Dividend Yield
0.3%
23 out of 82 instruments pay dividend.
2 dividend payments in the next 30 days.
Highest Dividend: $EQNR.OL (3.73%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 IBM | 0.07% | 2.87% | $6.65 |
 DTE.DE | 0.04% | 3.52% | $0.77 |
 PG | 0.03% | 2.91% | $3.83 |
 APD | 0.02% | 2.39% | $7.04 |
 MSFT | 0.02% | 0.73% | $3 |
 TSM | 0.02% | 0.7% | $1.74 |
 ABBV | 0.02% | 2.66% | $6.06 |
 0700.HK | 0.01% | 1.2% | $3.4 |
 EQNR.OL | 0.01% | 3.73% | $13.95 |
 SAP | 0.01% | 0.99% | $1.73 |
 GOOG | 0.01% | 0.25% | $0.2 |
 RHM.DE | 0.01% | 1.11% | $5.7 |
 BABA | 0.01% | 0.91% | $0.98 |
 META | 0.01% | 0.34% | $1 |
 NVDA | 0.01% | 0.12% | $0.02 |
 AVGO | 0% | 0.71% | $19.7 |
 PRX.NV | 0% | 0.75% | $0.07 |
 tesdorpf01-HUPNV | 0% | 0.38% | - |
 LIN | 0% | 1.3% | $5.33 |
 QQQ | 0% | 0.39% | - |
 WMT | 0% | 0.92% | $0.81 |
 MA | 0% | 0.58% | $2.46 |
 ITWN.L | 0% | 0.01% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
WMT | Pay Day | Sep 8, 2026 | $0.25 |
WMT (tesdorpf01-HUPNV) | Pay Day | Sep 8, 2026 | $0.25 |
 NLR | Pay Day | Dec 26, 2026 | $0.00 |
Performance Metrics
Score 4.2/10
Beta
0.94
0.94
0
0.8
1.2
0
2
Sharpe Ratio
0.44
0.44
0
0.5
1
1.5
1.5
Sortino Ratio
0.77
0.77
0
1
2
3
3
Jensen's Alpha
-1.14
-1.14
-2
0
2
4.5
4.5
Omega Ratio
0.9
0.9
0
1
1.5
2.5
2.5
Treynor Ratio
0.79
0.79
0
0.75
1.25
2
2
Information Ratio
-0.13
-0.13
-1
0.3
0.6
1
1
Calmar Ratio
0.35
0.35
0
0.3
0.6
1
1
Beta
0.94
0.94
0
0.8
1.2
0
2
Sharpe Ratio
0.44
0.44
0
0.5
1
1.5
1.5
Sortino Ratio
0.77
0.77
0
1
2
3
3
Jensen's Alpha
-1.14
-1.14
-2
0
2
4.5
4.5
Omega Ratio
0.9
0.9
0
1
1.5
2.5
2.5
Treynor Ratio
0.79
0.79
0
0.75
1.25
2
2
Information Ratio
-0.13
-0.13
-1
0.3
0.6
1
1
Calmar Ratio
0.35
0.35
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
28.42
High:
TSLA
372.52TSLALow:
BIDU
-5,065.95BIDUDetails
PEG Ratio
67.04
High:META
401.05METALow:
IONQ
-236.75IONQDetails
Price/Book
8.62
High:MA
69.54MALow:ABBV
-76.36ABBVDetails
Price/Sales
8.63
High:
QBTS
593.26QBTSLow:EQNR.OL
0.79EQNR.OLDetails
Price/CF
21.83
High:
MSTR
7,511.07MSTRLow:DTE.DE
3.83DTE.DEDetails
Price/FCF
55.94
High:BABA
1,196.17BABALow:DTE.DE
6.98DTE.DEDetails
P/E Ratio
28.42
High:TSLA
372.52TSLALow:BIDU
-5,065.95BIDUDetails
PEG Ratio
67.04
High:META
401.05METALow:IONQ
-236.75IONQDetails
Price/Book
8.62
High:MA
69.54MALow:ABBV
-76.36ABBVDetails
Price/Sales
8.63
High:QBTS
593.26QBTSLow:EQNR.OL
0.79EQNR.OLDetails
Price/CF
21.83
High:MSTR
7,511.07MSTRLow:DTE.DE
3.83DTE.DEDetails
Price/FCF
55.94
High:BABA
1,196.17BABALow:DTE.DE
6.98DTE.DEDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-31.02% | Sep 2021 | Nov 2024 | 38 |
-18.38% | Nov 2025 | May 2026 | 6 |
-11.38% | Jun 2026 | - | 4 |
-11.08% | Feb 2025 | May 2025 | 3 |
-1.49% | Jul 2021 | Aug 2021 | 1 |
-1.14% | May 2021 | Jun 2021 | 1 |