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+0.56%
Today
-1.67%
This Month
-8.45%
Year To Date
+99.82%
2 Years
+121.1%
5 Years
+16.83%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies22.13%
- 🖥️ Technology Services21.81%
- 📊 ETFs18.32%
- 💰 Finance15.59%
- 💻 Electronic Technology10.42%
- 🛍️ Retail Trade3.18%
- 🧩 Miscellaneous2.41%
- 🏭 Industrial Services1.28%
- 🛠️ Producer Manufacturing1.08%
- 🧬 Health Technology1.02%
- 🍞 Consumer Non Durables0.92%
- 🚚 Transportation0.84%
- ⚡ Utilities0.51%
- 💇♀️ Consumer Services0.24%
- 🚗 Consumer Durables0.19%
- 💵 Cash0.09%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq41.32%
- 🇺🇸 NYSE24.87%
- 🌍 Digital Currency22.13%
- 🇺🇸 Chicago Board Options Exchange5.47%
- 🇭🇰 Hong Kong Exchanges2.4%
- 🇬🇧 LSE1.95%
- 🇨🇭 SIX0.75%
- 🇫🇷 Euronext Paris0.68%
- 🇩🇪 FRA0.22%
- 🇩🇰 Copenhagen Stock Exchange0.14%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States48.02%
- 🇨🇳 China4.28%
- 🇨🇦 Canada2.41%
- 🇨🇭 Switzerland1.65%
- 🇮🇱 Israel1.08%
- 🇬🇧 United Kingdom1%
- 🇫🇷 France0.68%
- 🇩🇪 Germany0.22%
- 🇩🇰 Denmark0.14%
Dividends
Dividend Yield
0.6%
33 out of 69 instruments pay dividend.
4 dividend payments in the next 30 days.
Highest Dividend: $EWZ (7.77%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 INTC | 0.11% | 2.64% | $0.5 |
 EWZ | 0.04% | 7.77% | - |
 ZURN.ZU | 0.04% | 5.01% | $26 |
 MSFT | 0.03% | 0.88% | $3 |
 GDXJ | 0.03% | 1.95% | - |
 QFIN | 0.03% | 3.62% | $1.06 |
 EEM | 0.03% | 2.33% | - |
 EFA | 0.02% | 3% | - |
 PFE | 0.02% | 7.63% | $1.66 |
 GOOG | 0.02% | 0.52% | $0.2 |
 ISF.L | 0.02% | 3.52% | - |
 DG.PA | 0.02% | 3.97% | $4.5 |
 IDEV | 0.02% | 3.1% | - |
 EWW | 0.02% | 4.04% | - |
 KHC | 0.02% | 5.43% | $1.6 |
 VWO | 0.02% | 3.14% | - |
 META | 0.01% | 0.4% | $1 |
 ORCL | 0.01% | 1.32% | $1.6 |
 GRMN | 0.01% | 1.57% | $3.71 |
 NEE | 0.01% | 3.18% | $1.97 |
 LHA.DE | 0.01% | 4.88% | $0.3 |
 GE | 0.01% | 0.81% | $0.44 |
 BABA | 0.01% | 0.9% | $0.98 |
 ACWI | 0.01% | 1.72% | - |
 RNO.PA | 0.01% | 5.01% | $1.85 |
 GDX | 0.01% | 0.88% | - |
 GSK.L | 0.01% | 4.57% | $0.59 |
 RR.L | 0.01% | 0.84% | - |
 V | 0.01% | 0.67% | $2.01 |
 IBB | 0% | 0.3% | - |
 ORSTED.CO | 0% | 0.46% | - |
 XBI | 0% | 0.17% | - |
 NVDA | 0% | 0.04% | $0.02 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
DG.PA | Ex-Dividend | Apr 22, 2025 | $4.21 |
ORCL | Pay Day | Apr 23, 2025 | $0.50 |
QFIN | Ex-Dividend | Apr 23, 2025 | $0.70 |
DG.PA | Pay Day | Apr 24, 2025 | $4.21 |
GE | Pay Day | Apr 25, 2025 | $0.36 |
RNO.PA | Ex-Dividend | May 8, 2025 | $2.30 |
RNO.PA | Pay Day | May 12, 2025 | $2.30 |
MSFT | Ex-Dividend | May 15, 2025 | $0.83 |
QFIN | Pay Day | Jun 2, 2025 | $0.70 |
MSFT | Pay Day | Jun 12, 2025 | $0.83 |
GRMN | Ex-Dividend | Jun 16, 2025 | $0.90 |
EEM | Pay Day | Jun 17, 2025 | $0.29 |
EFA | Pay Day | Jun 17, 2025 | $1.39 |
EWZ | Pay Day | Jun 17, 2025 | $0.91 |
EWW | Pay Day | Jun 17, 2025 | $0.48 |
IDEV | Pay Day | Jun 17, 2025 | $1.14 |
ACWI | Pay Day | Jun 17, 2025 | $0.94 |
XBI | Pay Day | Jun 26, 2025 | $0.12 |
GRMN | Pay Day | Jun 27, 2025 | $0.90 |
GDX | Pay Day | Dec 24, 2025 | $0.40 |
GDXJ | Pay Day | Dec 24, 2025 | $1.11 |
Performance Metrics
Score 6.4/10
Beta
1.02
1.02
0
0.8
1.2
0
2
Sharpe Ratio
0.7
0.7
0
0.5
1
1.5
1.5
Sortino Ratio
1.28
1.28
0
1
2
3
3
Jensen's Alpha
6.51
6.51
-2
0
2
7
7
Omega Ratio
1.32
1.32
0
1
1.5
2.5
2.5
Treynor Ratio
1.41
1.41
0
0.75
1.25
2
2
Information Ratio
0.33
0.33
0
0.3
0.6
1
1
Calmar Ratio
0.42
0.42
0
0.3
0.6
1
1
Beta
1.02
1.02
0
0.8
1.2
0
2
Sharpe Ratio
0.7
0.7
0
0.5
1
1.5
1.5
Sortino Ratio
1.28
1.28
0
1
2
3
3
Jensen's Alpha
6.51
6.51
-2
0
2
7
7
Omega Ratio
1.32
1.32
0
1
1.5
2.5
2.5
Treynor Ratio
1.41
1.41
0
0.75
1.25
2
2
Information Ratio
0.33
0.33
0
0.3
0.6
1
1
Calmar Ratio
0.42
0.42
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
23.97
High:
PLTR
495.93PLTRLow:
VRTX
-222.15VRTXDetails
PEG Ratio
136.1
High:
RR.L
637.52RR.LLow:
PATH
-396.28PATHDetails
Price/Book
4.78
High:PLTR
43.84PLTRLow:RR.L
-66.62RR.LDetails
Price/Sales
5.25
High:
CRSP
86.51CRSPLow:
LHA.DE
0.2LHA.DEDetails
Price/CF
22.38
High:
UA
1,391.74UALow:
RNO.PA
1.89RNO.PADetails
Price/FCF
49.23
High:
SEDG
476.9SEDGLow:RNO.PA
2.96RNO.PADetails
P/E Ratio
23.97
High:PLTR
495.93PLTRLow:VRTX
-222.15VRTXDetails
PEG Ratio
136.1
High:RR.L
637.52RR.LLow:PATH
-396.28PATHDetails
Price/Book
4.78
High:PLTR
43.84PLTRLow:RR.L
-66.62RR.LDetails
Price/Sales
5.25
High:CRSP
86.51CRSPLow:LHA.DE
0.2LHA.DEDetails
Price/CF
22.38
High:UA
1,391.74UALow:RNO.PA
1.89RNO.PADetails
Price/FCF
49.23
High:SEDG
476.9SEDGLow:RNO.PA
2.96RNO.PADetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-41.01% | Nov 2021 | Dec 2023 | 25 |
-22.56% | Jun 2013 | Sep 2013 | 3 |
-17.38% | Mar 2014 | Aug 2016 | 29 |
-16.81% | Feb 2018 | Nov 2020 | 33 |
-16.13% | Feb 2025 | - | 3 |
-12.55% | Apr 2024 | Nov 2024 | 7 |
-6.96% | Sep 2021 | Oct 2021 | 1 |
-5.63% | Feb 2013 | May 2013 | 3 |
-4.61% | Dec 2024 | Jan 2025 | 1 |
-4.24% | Jan 2024 | Feb 2024 | 1 |
-3.64% | Dec 2013 | Jan 2014 | 1 |
-3.27% | May 2021 | Aug 2021 | 3 |
-2.7% | Oct 2013 | Nov 2013 | 1 |
-0.3% | Jul 2017 | Aug 2017 | 1 |
-0.17% | Sep 2017 | Oct 2017 | 1 |
-0.01% | Oct 2016 | Nov 2016 | 1 |