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+0.28%
This Month
+5.15%
Year To Date
+48.49%
2 Years
+99.9%
5 Years
+99.9%
10 Years
+29.66%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🧩 Miscellaneous23.82%
- 📊 ETFs19.35%
- 🚗 Consumer Durables10.78%
- 🛍️ Retail Trade7.43%
- 🛠️ Producer Manufacturing7.15%
- 🪙 Cryptocurrencies6.72%
- 🚚 Transportation5.79%
- 🖥️ Technology Services4.08%
- 📡 Communications3.8%
- ⛏️ Energy Minerals2.69%
- 💵 Cash2.19%
- ⚡ Utilities1.63%
- 💇♀️ Consumer Services1.26%
- 🏭 Industrial Services1.22%
- 🪨 Non Energy Minerals1.15%
- 🧬 Health Technology0.59%
- 💼 Commercial Services0.56%
- 🍞 Consumer Non Durables0.11%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE44.49%
- 🇺🇸 Nasdaq13%
- 🇭🇰 Hong Kong Exchanges9.62%
- 🇮🇹 Borsa Italiana9.03%
- 🌍 Digital Currency6.72%
- 🇺🇸 Chicago Board Options Exchange4.65%
- 🇬🇧 LSE3.56%
- 🇩🇪 FRA3.1%
- 🇳🇴 Oslo Stock Exchange1.66%
- 🇩🇰 Copenhagen Stock Exchange1.56%
- 🇳🇱 Euronext Amsterdam0.73%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States17.02%
- 🇨🇳 China10.16%
- 🇮🇹 Italy8.3%
- 🇩🇪 Germany3.1%
- 🇩🇰 Denmark2.15%
- 🇨🇦 Canada1.71%
- 🇳🇴 Norway1.66%
- 🇯🇵 Japan1.44%
- 🇮🇳 India1.22%
- 🇳🇱 Netherlands0.73%
- 🇱🇺 Luxembourg0.73%
Dividends
Dividend Yield
1.13%
21 out of 44 instruments pay dividend.
2 dividend payments in the next 30 days.
Highest Dividend: $STLAM.MI (10.96%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 SPY | 0.21% | 1.02% | - |
 VOW3.DE | 0.12% | 7.36% | $9.06 |
 ENI.MI | 0.12% | 4.38% | $0.94 |
 ENEL.MI | 0.08% | 4.95% | $0.43 |
 STLAM.MI | 0.08% | 10.96% | $1.55 |
 1585.HK | 0.07% | 4.39% | $0.48 |
 UPS | 0.07% | 6.12% | $6.5 |
 PNDORA.CO | 0.07% | 4.43% | $18 |
 DHL.DE | 0.05% | 3.79% | $1.85 |
 TM | 0.04% | 2.98% | $4.64 |
 IRDM | 0.04% | 1.12% | $0.53 |
 9988.HK | 0.04% | 0.78% | $0.98 |
 MYE | 0.03% | 2.61% | $0.54 |
 FDX | 0.02% | 1.48% | $5.16 |
 PRY.MI | 0.02% | 0.71% | $0.7 |
 NVO | 0.02% | 2.8% | $0.98 |
 ZTO | 0.01% | 2.67% | - |
 0700.HK | 0.01% | 1.12% | $3.4 |
 LTOD.L | 0.01% | 0.78% | $0.32 |
 01211.HK | 0.01% | 0.4% | $3.41 |
 CHRW | 0.01% | 1.41% | $2.44 |
Next Dividends
Performance Metrics
Score 7.7/10
Beta
0.97
0.97
0
0.8
1.2
0
2
Sharpe Ratio
1.18
1.18
0
0.5
1
2
2
Sortino Ratio
2.73
2.73
0
1
2
3
3
Jensen's Alpha
7.94
7.94
-2
0
2
8
8
Omega Ratio
1.52
1.52
0
1
1.5
2.5
2.5
Treynor Ratio
1.83
1.83
0
0.75
1.25
2
2
Information Ratio
0.53
0.53
0
0.3
0.6
1
1
Calmar Ratio
3.27
3.27
0
0.3
0.6
4
4
Beta
0.97
0.97
0
0.8
1.2
0
2
Sharpe Ratio
1.18
1.18
0
0.5
1
2
2
Sortino Ratio
2.73
2.73
0
1
2
3
3
Jensen's Alpha
7.94
7.94
-2
0
2
8
8
Omega Ratio
1.52
1.52
0
1
1.5
2.5
2.5
Treynor Ratio
1.83
1.83
0
0.75
1.25
2
2
Information Ratio
0.53
0.53
0
0.3
0.6
1
1
Calmar Ratio
3.27
3.27
0
0.3
0.6
4
4
Portfolio Valuation
Based on current positions
P/E Ratio
38.4
High:
TSLA
357.04TSLALow:
SYM
-573.42SYMDetails
PEG Ratio
637.58
High:ENI.MI
5,825.36ENI.MILow:SYM
-4,003.69SYMDetails
Price/Book
4.81
High:TSLA
17.45TSLALow:
BYND
-431.23BYNDDetails
Price/Sales
3.09
High:
ASTS
284.04ASTSLow:
LAC
-LACDetails
Price/CF
19.05
High:
SHOP
103.19SHOPLow:VOW3.DE
2.51VOW3.DEDetails
Price/FCF
111.14
High:9988.HK
2,771.019988.HKLow:1585.HK
7.471585.HKDetails
P/E Ratio
38.4
High:TSLA
357.04TSLALow:SYM
-573.42SYMDetails
PEG Ratio
637.58
High:ENI.MI
5,825.36ENI.MILow:SYM
-4,003.69SYMDetails
Price/Book
4.81
High:TSLA
17.45TSLALow:BYND
-431.23BYNDDetails
Price/Sales
3.09
High:ASTS
284.04ASTSLow:LAC
-LACDetails
Price/CF
19.05
High:SHOP
103.19SHOPLow:VOW3.DE
2.51VOW3.DEDetails
Price/FCF
111.14
High:9988.HK
2,771.019988.HKLow:1585.HK
7.471585.HKDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-8.26% | Nov 2025 | Apr 2026 | 5 |
-6.34% | Apr 2024 | Oct 2024 | 6 |
-5.92% | Dec 2024 | May 2025 | 5 |
-2.12% | Jan 2024 | Feb 2024 | 1 |