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+1.33%
This Month
+16.13%
Year To Date
+80.61%
2 Years
+99.3%
5 Years
+99.3%
10 Years
+35.87%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies19.73%
- 💰 Finance16.04%
- 🖥️ Technology Services13.79%
- 📊 ETFs12.08%
- 🚗 Consumer Durables9.26%
- 💵 Cash5.85%
- 🌾 Commodities5.61%
- 💻 Electronic Technology5.09%
- 🍞 Consumer Non Durables4.07%
- 🛍️ Retail Trade3.45%
- 🧪 Process Industries2.08%
- 🧬 Health Technology1.27%
- 💇♀️ Consumer Services1.05%
- 🏥 Health Services0.89%
- 📡 Communications0.77%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE39.39%
- 🇺🇸 Nasdaq27.14%
- 🌍 Digital Currency19.73%
- 🌍 Commodity5.61%
- 🇩🇰 Copenhagen Stock Exchange1.27%
- 🇫🇷 Euronext Paris0.81%
- 🇪🇸 Bolsa De Madrid0.77%
- 🇺🇸 Chicago Board Options Exchange0.45%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States49.44%
- 🇳🇱 Netherlands1.6%
- 🇨🇳 China1.37%
- 🇨🇦 Canada1.37%
- 🇩🇰 Denmark1.27%
- 🇮🇱 Israel1.12%
- 🇫🇷 France0.81%
- 🇪🇸 Spain0.77%
Dividends
Dividend Yield
1.34%
23 out of 40 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $BNP.PA (6.3%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 O | 0.67% | 5.59% | $3.09 |
 MAIN | 0.16% | 5.04% | $2.85 |
 PEP | 0.1% | 3.73% | $5.15 |
 MSCI | 0.09% | 1.3% | $5.96 |
 BNP.PA | 0.05% | 6.3% | $4.6 |
 NOVO-B.CO | 0.05% | 3.68% | $9.4 |
 TGT | 0.04% | 4.64% | $4.42 |
 UNH | 0.02% | 2.56% | $7.74 |
 STZ | 0.02% | 2.87% | $3.68 |
 GIS | 0.02% | 5.2% | $2.36 |
 KMB | 0.02% | 4.91% | $4.8 |
 HPQ | 0.02% | 4.77% | $1.1 |
 CVGW | 0.01% | 3.72% | $0.4 |
 HRB | 0.01% | 3.7% | $1.28 |
 MSFT | 0.01% | 0.74% | $3 |
 CLNX.MC | 0.01% | 1.23% | $0.06 |
 BABA | 0.01% | 0.68% | $0.98 |
 ASML | 0.01% | 0.58% | $5.57 |
 WH | 0.01% | 2.14% | $1.46 |
 AAPL | 0.01% | 0.38% | $0.97 |
 META | 0% | 0.32% | $1 |
 GOOG | 0% | 0.27% | $0.2 |
 NVDA | 0% | 0.02% | $0.02 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 7.4/10
Beta
1.35
1.35
0
0.8
1.2
0
2
Sharpe Ratio
1.09
1.09
0
0.5
1
2
2
Sortino Ratio
2.32
2.32
0
1
2
3
3
Jensen's Alpha
6.68
6.68
-2
0
2
7
7
Omega Ratio
1.55
1.55
0
1
1.5
2.5
2.5
Treynor Ratio
1.64
1.64
0
0.75
1.25
2
2
Information Ratio
0.63
0.63
0
0.3
0.6
1
1
Calmar Ratio
2.55
2.55
0
0.3
0.6
3
3
Beta
1.35
1.35
0
0.8
1.2
0
2
Sharpe Ratio
1.09
1.09
0
0.5
1
2
2
Sortino Ratio
2.32
2.32
0
1
2
3
3
Jensen's Alpha
6.68
6.68
-2
0
2
7
7
Omega Ratio
1.55
1.55
0
1
1.5
2.5
2.5
Treynor Ratio
1.64
1.64
0
0.75
1.25
2
2
Information Ratio
0.63
0.63
0
0.3
0.6
1
1
Calmar Ratio
2.55
2.55
0
0.3
0.6
3
3
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
46.62
High:
TSLA
306.67TSLALow:
CLNX.MC
-114.62CLNX.MCDetails
PEG Ratio
1,117.17
High:
O
2,957.46OLow:CLNX.MC
-334.59CLNX.MCDetails
Price/Book
11.71
High:
AAPL
55.76AAPLLow:
HPQ
-65.86HPQDetails
Price/Sales
8.87
High:
RGTI
1,120.71RGTILow:
TGT
0.42TGTDetails
Price/CF
32.62
High:TSLA
99.57TSLALow:
BNP.PA
4.65BNP.PADetails
Price/FCF
74.21
High:CLNX.MC
6,956.36CLNX.MCLow:BNP.PA
5.28BNP.PADetails
P/E Ratio
46.62
High:TSLA
306.67TSLALow:CLNX.MC
-114.62CLNX.MCDetails
PEG Ratio
1,117.17
High:O
2,957.46OLow:CLNX.MC
-334.59CLNX.MCDetails
Price/Book
11.71
High:AAPL
55.76AAPLLow:HPQ
-65.86HPQDetails
Price/Sales
8.87
High:RGTI
1,120.71RGTILow:TGT
0.42TGTDetails
Price/CF
32.62
High:TSLA
99.57TSLALow:BNP.PA
4.65BNP.PADetails
Price/FCF
74.21
High:CLNX.MC
6,956.36CLNX.MCLow:BNP.PA
5.28BNP.PADetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-12.66% | Feb 2025 | Jul 2025 | 5 |
-12.1% | Aug 2023 | Dec 2023 | 4 |
-6.49% | Jan 2024 | Feb 2024 | 1 |
-5.69% | Oct 2025 | - | 3 |
-5.66% | Apr 2024 | Jul 2024 | 3 |
-2.51% | Aug 2024 | Sep 2024 | 1 |