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-3.39%
This Month
+3.17%
Year To Date
+42.89%
2 Years
+96.15%
5 Years
+96.15%
10 Years
+25.18%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🧩 Miscellaneous23.51%
- 📊 ETFs16.85%
- 🚗 Consumer Durables10.51%
- 🪙 Cryptocurrencies8.72%
- 🛠️ Producer Manufacturing7.13%
- 🛍️ Retail Trade6.5%
- 🖥️ Technology Services5.89%
- 🚚 Transportation5.54%
- 📡 Communications4.38%
- ⛏️ Energy Minerals2.47%
- 💵 Cash1.84%
- ⚡ Utilities1.57%
- 🏭 Industrial Services1.19%
- 🧬 Health Technology1.12%
- 💇♀️ Consumer Services1.07%
- 💼 Commercial Services0.99%
- 🪨 Non Energy Minerals0.67%
- ❓ Other0.2%
- 🍞 Consumer Non Durables0.04%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE42.72%
- 🇺🇸 Nasdaq13.54%
- 🌍 Digital Currency8.72%
- 🇭🇰 Hong Kong Exchanges8.39%
- 🇮🇹 Borsa Italiana8.32%
- 🇺🇸 Chicago Board Options Exchange4.72%
- 🇬🇧 LSE3.56%
- 🇩🇪 FRA3.01%
- 🇳🇴 Oslo Stock Exchange2.41%
- 🇩🇰 Copenhagen Stock Exchange2.32%
- 🇳🇱 Euronext Amsterdam0.68%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States17.31%
- 🇨🇳 China8.84%
- 🇮🇹 Italy7.67%
- 🇩🇰 Denmark3.43%
- 🇩🇪 Germany3.01%
- 🇳🇴 Norway2.41%
- 🇯🇵 Japan1.74%
- 🇨🇦 Canada1.66%
- 🇮🇳 India1.19%
- 🇱🇺 Luxembourg0.68%
- 🇳🇱 Netherlands0.65%
- 🇬🇧 United Kingdom0.49%
Dividends
Dividend Yield
1.04%
20 out of 46 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $VOW3.DE (6.68%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 SPY | 0.19% | 0.97% | - |
 ENI.MI | 0.11% | 4.5% | $0.94 |
 VOW3.DE | 0.1% | 6.68% | $9.06 |
 ENEL.MI | 0.09% | 5.54% | $0.43 |
 UPS | 0.08% | 6.5% | $6.5 |
 1585.HK | 0.07% | 6.17% | $0.48 |
 PNDORA.CO | 0.06% | 2.78% | $18 |
 DHL.DE | 0.05% | 3.38% | $1.85 |
 TM | 0.05% | 2.74% | $4.64 |
 9988.HK | 0.04% | 0.97% | $0.98 |
 IRDM | 0.04% | 0.96% | $0.53 |
 NVO | 0.03% | 2.89% | $0.98 |
 MYE | 0.03% | 1.81% | $0.54 |
 PRY.MI | 0.02% | 0.74% | $0.7 |
 FDX | 0.02% | 1.82% | $5.16 |
 0700.HK | 0.01% | 1.22% | $3.4 |
 ZTO | 0.01% | 3.28% | - |
 01211.HK | 0.01% | 0.52% | $3.41 |
 LTOD.L | 0.01% | 0.85% | $0.32 |
 CHRW | 0.01% | 1.6% | $2.44 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 7.5/10
Beta
0.97
0.97
0
0.8
1.2
0
2
Sharpe Ratio
1.22
1.22
0
0.5
1
2
2
Sortino Ratio
2.73
2.73
0
1
2
3
3
Jensen's Alpha
5.73
5.73
-2
0
2
6
6
Omega Ratio
1.37
1.37
0
1
1.5
2.5
2.5
Treynor Ratio
1.86
1.86
0
0.75
1.25
2
2
Information Ratio
0.39
0.39
0
0.3
0.6
1
1
Calmar Ratio
3.33
3.33
0
0.3
0.6
4
4
Beta
0.97
0.97
0
0.8
1.2
0
2
Sharpe Ratio
1.22
1.22
0
0.5
1
2
2
Sortino Ratio
2.73
2.73
0
1
2
3
3
Jensen's Alpha
5.73
5.73
-2
0
2
6
6
Omega Ratio
1.37
1.37
0
1
1.5
2.5
2.5
Treynor Ratio
1.86
1.86
0
0.75
1.25
2
2
Information Ratio
0.39
0.39
0
0.3
0.6
1
1
Calmar Ratio
3.33
3.33
0
0.3
0.6
4
4
Portfolio Valuation
Based on current positions
P/E Ratio
35.54
High:
TSLA
372.52TSLALow:
SYM
-845.74SYMDetails
PEG Ratio
621.72
High:ENI.MI
5,037.66ENI.MILow:SYM
-3,094.85SYMDetails
Price/Book
4.49
High:TSLA
18.2TSLALow:
BYND
-14.41BYNDDetails
Price/Sales
2.9
High:
ASTS
250.94ASTSLow:
LAC
-LACDetails
Price/CF
17.98
High:TSLA
79.58TSLALow:VOW3.DE
2.51VOW3.DEDetails
Price/FCF
103.96
High:9988.HK
2,771.019988.HKLow:PNDORA.CO
7.45PNDORA.CODetails
P/E Ratio
35.54
High:TSLA
372.52TSLALow:SYM
-845.74SYMDetails
PEG Ratio
621.72
High:ENI.MI
5,037.66ENI.MILow:SYM
-3,094.85SYMDetails
Price/Book
4.49
High:TSLA
18.2TSLALow:BYND
-14.41BYNDDetails
Price/Sales
2.9
High:ASTS
250.94ASTSLow:LAC
-LACDetails
Price/CF
17.98
High:TSLA
79.58TSLALow:VOW3.DE
2.51VOW3.DEDetails
Price/FCF
103.96
High:9988.HK
2,771.019988.HKLow:PNDORA.CO
7.45PNDORA.CODetails
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 |
-5.68% | Jun 2026 | - | 4 |
-2.12% | Jan 2024 | Feb 2024 | 1 |