Loading...
0%
This Month
+3.96%
Year To Date
+24.55%
2 Years
+35.72%
5 Years
+79.31%
10 Years
+8.81%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🧬 Health Technology20.13%
- 💰 Finance16.06%
- 🖥️ Technology Services13.03%
- 💻 Electronic Technology9.95%
- 🚚 Transportation7.41%
- 📊 ETFs7.13%
- 💵 Cash6.47%
- 🚗 Consumer Durables4.54%
- 💇♀️ Consumer Services4.26%
- 🪙 Cryptocurrencies2.56%
- ⛏️ Energy Minerals2.13%
- 🧩 Miscellaneous1.96%
- 🛍️ Retail Trade1.25%
- 🏥 Health Services1%
- 🍞 Consumer Non Durables0.85%
- 💼 Commercial Services0.34%
- 🧪 Process Industries0.22%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq38.55%
- 🇺🇸 NYSE35.93%
- 🇳🇴 Oslo Stock Exchange7.41%
- 🌍 Digital Currency2.56%
- 🇫🇷 Euronext Paris2.39%
- 🇬🇧 LSE1.96%
- 🇺🇸 Chicago Board Options Exchange1.81%
- 🇭🇰 Hong Kong Exchanges1.36%
- 🇮🇹 Borsa Italiana0.85%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States51.62%
- 🇳🇴 Norway9.64%
- 🇳🇱 Netherlands3.68%
- 🇨🇳 China2.84%
- 🇮🇹 Italy2.65%
- 🇦🇪 United Arab Emirates2.48%
- 🇨🇭 Switzerland2.45%
- 🇩🇰 Denmark2.41%
- 🇫🇷 France2.39%
- 🇨🇦 Canada1%
Dividends
Dividend Yield
1.81%
26 out of 43 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $HAUTO.OL (10.92%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 WAWI.OL | 0.46% | 8.82% | - |
 HAUTO.OL | 0.24% | 10.92% | - |
 TFI.PA | 0.21% | 8.88% | $0.55 |
 PGR | 0.19% | 6.57% | $1.15 |
 AMSF | 0.1% | 5.51% | $1.42 |
 CMCSA | 0.1% | 5.51% | $1.2 |
 OPRA | 0.09% | 4.13% | $0.78 |
 JPM | 0.08% | 1.71% | $4.4 |
 NVO | 0.06% | 2.61% | $0.98 |
 CNQ | 0.04% | 3.64% | $1.48 |
 LLY | 0.04% | 0.58% | $4.86 |
 V | 0.03% | 0.71% | $2.01 |
 CB | 0.03% | 1.12% | $3.49 |
 PHM | 0.02% | 0.79% | $0.76 |
 RACE | 0.02% | 1.06% | $2.64 |
 CRM | 0.02% | 0.93% | $0.4 |
 CPR.MI | 0.01% | 1.69% | $0.07 |
 JD.US | 0.01% | 2.97% | $0.74 |
 AVGO | 0.01% | 0.65% | $19.7 |
 GOOG | 0.01% | 0.24% | $0.2 |
 HUM | 0.01% | 0.97% | $3.54 |
 AAPL | 0.01% | 0.34% | $0.97 |
 BABA | 0.01% | 0.84% | $0.98 |
 MSFT | 0.01% | 0.78% | $3 |
 NVDA | 0% | 0.14% | $0.02 |
 MU | 0% | 0.06% | $0.46 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 3.7/10
Beta
0.84
0.84
0
0.8
1.2
0
2
Sharpe Ratio
0.44
0.44
0
0.5
1
1.5
1.5
Sortino Ratio
0.69
0.69
0
1
2
3
3
Jensen's Alpha
-3.12
-3.12
-4
0
2
4.5
4.5
Omega Ratio
0.68
0.68
0
1
1.5
2.5
2.5
Treynor Ratio
0.74
0.74
0
0.75
1.25
2
2
Information Ratio
-0.51
-0.51
-1
0.3
0.6
1
1
Calmar Ratio
0.36
0.36
0
0.3
0.6
1
1
Beta
0.84
0.84
0
0.8
1.2
0
2
Sharpe Ratio
0.44
0.44
0
0.5
1
1.5
1.5
Sortino Ratio
0.69
0.69
0
1
2
3
3
Jensen's Alpha
-3.12
-3.12
-4
0
2
4.5
4.5
Omega Ratio
0.68
0.68
0
1
1.5
2.5
2.5
Treynor Ratio
0.74
0.74
0
0.75
1.25
2
2
Information Ratio
-0.51
-0.51
-1
0.3
0.6
1
1
Calmar Ratio
0.36
0.36
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
28.28
High:AVGO
66.58AVGOLow:
AMR
-48.81AMRDetails
PEG Ratio
114.23
High:JPM
653.32JPMLow:
DQ
-7.79DQDetails
Price/Book
10.28
High:AAPL
41.97AAPLLow:DQ
0.19DQDetails
Price/Sales
8.85
High:AVGO
25.84AVGOLow:JD.US
0.22JD.USDetails
Price/CF
20.33
High:
ARGX
65.84ARGXLow:CMCSA
3.22CMCSADetails
Price/FCF
33.95
High:BABA
1,196.17BABALow:JPM
6.1JPMDetails
P/E Ratio
28.28
High:AVGO
66.58AVGOLow:AMR
-48.81AMRDetails
PEG Ratio
114.23
High:JPM
653.32JPMLow:DQ
-7.79DQDetails
Price/Book
10.28
High:AAPL
41.97AAPLLow:DQ
0.19DQDetails
Price/Sales
8.85
High:AVGO
25.84AVGOLow:JD.US
0.22JD.USDetails
Price/CF
20.33
High:ARGX
65.84ARGXLow:CMCSA
3.22CMCSADetails
Price/FCF
33.95
High:BABA
1,196.17BABALow:JPM
6.1JPMDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-25.44% | Sep 2021 | Dec 2023 | 27 |
-20.65% | Jan 2020 | Nov 2020 | 10 |
-6.9% | Dec 2024 | Jun 2025 | 6 |
-3.54% | Apr 2024 | May 2024 | 1 |
-3.31% | Mar 2026 | Apr 2026 | 1 |
-3.2% | Jun 2026 | - | 2 |
-2.66% | Jun 2024 | Sep 2024 | 3 |
-1.89% | Jan 2024 | Mar 2024 | 2 |
-1.5% | Oct 2024 | Nov 2024 | 1 |
-0.34% | Oct 2019 | Nov 2019 | 1 |
-0.04% | Nov 2025 | Dec 2025 | 1 |