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+4.29%
This Month
+4.29%
Year To Date
+86.14%
2 Years
+98.28%
5 Years
+98.28%
10 Years
+34.09%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs39.84%
- 🚗 Consumer Durables12.99%
- 🛍️ Retail Trade8.24%
- 🛠️ Producer Manufacturing6.91%
- 🪙 Cryptocurrencies6.03%
- 💵 Cash5.53%
- 🚚 Transportation5.1%
- 🖥️ Technology Services3.81%
- ⚡ Utilities3.72%
- ⛏️ Energy Minerals2.74%
- 📡 Communications2.07%
- 💇♀️ Consumer Services1.8%
- 🏭 Industrial Services1.19%
- 🪨 Non Energy Minerals0.79%
- 🍞 Consumer Non Durables0.11%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE42.34%
- 🇭🇰 Hong Kong Exchanges11.72%
- 🇺🇸 Nasdaq10.4%
- 🇮🇹 Borsa Italiana9.55%
- 🌍 Digital Currency6.03%
- 🇺🇸 Chicago Board Options Exchange4.65%
- 🇩🇪 FRA3.47%
- 🇬🇧 LSE3.46%
- 🇩🇰 Copenhagen Stock Exchange1.73%
- 🇳🇴 Oslo Stock Exchange1.42%
- 🇳🇱 Euronext Amsterdam0.58%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States14.75%
- 🇨🇳 China12.15%
- 🇮🇹 Italy8.45%
- 🇩🇪 Germany3.47%
- 🇩🇰 Denmark1.73%
- 🇯🇵 Japan1.57%
- 🇳🇴 Norway1.42%
- 🇮🇳 India1.19%
- 🇳🇱 Netherlands1.1%
- 🇨🇦 Canada0.79%
- 🇱🇺 Luxembourg0.58%
Dividends
Dividend Yield
0.95%
19 out of 41 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $STLAM.MI (8.36%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 ENI.MI | 0.16% | 5.88% | $0.94 |
 VOW3.DE | 0.14% | 6.12% | $9.06 |
 STLAM.MI | 0.09% | 8.36% | $1.55 |
 ENEL.MI | 0.08% | 5.23% | $0.43 |
 PNDORA.CO | 0.07% | 4.19% | $18 |
 UPS | 0.07% | 6.32% | $6.5 |
 DHL.DE | 0.05% | 3.94% | $1.85 |
 TM | 0.04% | 2.57% | $4.64 |
 IRDM | 0.04% | 2.69% | $0.53 |
 9988.HK | 0.04% | 0.59% | $0.98 |
 MYE | 0.04% | 2.69% | $0.54 |
 1585.HK | 0.03% | 1.96% | $0.48 |
 01211.HK | 0.03% | 1.42% | $3.41 |
 FDX | 0.02% | 1.86% | $5.16 |
 PRY.MI | 0.02% | 0.79% | $0.7 |
 ZTO | 0.01% | 2.87% | - |
 0700.HK | 0.01% | 0.72% | $3.4 |
 LTOD.L | 0.01% | 0.78% | $0.32 |
 CHRW | 0% | 1.28% | $2.44 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 7.9/10
Beta
0.93
0.93
0
0.8
1.2
0
2
Sharpe Ratio
1.44
1.44
0
0.5
1
2
2
Sortino Ratio
3.66
3.66
0
1
2
4
4
Jensen's Alpha
9.52
9.52
-2
0
2
10
10
Omega Ratio
1.52
1.52
0
1
1.5
2.5
2.5
Treynor Ratio
2.33
2.33
0
0.75
1.25
3
3
Information Ratio
0.54
0.54
0
0.3
0.6
1
1
Calmar Ratio
5.21
5.21
0
0.3
0.6
6
6
Beta
0.93
0.93
0
0.8
1.2
0
2
Sharpe Ratio
1.44
1.44
0
0.5
1
2
2
Sortino Ratio
3.66
3.66
0
1
2
4
4
Jensen's Alpha
9.52
9.52
-2
0
2
10
10
Omega Ratio
1.52
1.52
0
1
1.5
2.5
2.5
Treynor Ratio
2.33
2.33
0
0.75
1.25
3
3
Information Ratio
0.54
0.54
0
0.3
0.6
1
1
Calmar Ratio
5.21
5.21
0
0.3
0.6
6
6
Portfolio Valuation
Based on current positions
P/E Ratio
38.73
High:
TSLA
288.29TSLALow:
SYM
-353.66SYMDetails
PEG Ratio
231.94
High:
INPST.NV
8,790.18INPST.NVLow:
ASTS
-233.5ASTSDetails
Price/Book
4.72
High:
JUVE.MI
74.95JUVE.MILow:
BYND
-0.08BYNDDetails
Price/Sales
3.11
High:ASTS
1,784.86ASTSLow:
LAC
-LACDetails
Price/CF
22.11
High:JUVE.MI
173.13JUVE.MILow:VOW3.DE
2.99VOW3.DEDetails
Price/FCF
96.09
High:9988.HK
2,771.019988.HKLow:SYM
7.39SYMDetails
P/E Ratio
38.73
High:TSLA
288.29TSLALow:SYM
-353.66SYMDetails
PEG Ratio
231.94
High:INPST.NV
8,790.18INPST.NVLow:ASTS
-233.5ASTSDetails
Price/Book
4.72
High:JUVE.MI
74.95JUVE.MILow:BYND
-0.08BYNDDetails
Price/Sales
3.11
High:ASTS
1,784.86ASTSLow:LAC
-LACDetails
Price/CF
22.11
High:JUVE.MI
173.13JUVE.MILow:VOW3.DE
2.99VOW3.DEDetails
Price/FCF
96.09
High:9988.HK
2,771.019988.HKLow:SYM
7.39SYMDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-6.34% | Apr 2024 | Oct 2024 | 6 |
-5.92% | Dec 2024 | May 2025 | 5 |
-4.09% | Nov 2025 | Jan 2026 | 2 |
-2.12% | Jan 2024 | Feb 2024 | 1 |