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+1.76%
Today
+1.96%
This Month
+5.67%
Year To Date
+44.61%
2 Years
+53.18%
5 Years
+6.1%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services27.87%
- 💻 Electronic Technology10.92%
- 📊 ETFs10.92%
- 🪙 Cryptocurrencies9.42%
- 💵 Cash8.21%
- 🚗 Consumer Durables7.49%
- 💇♀️ Consumer Services7.18%
- 💰 Finance6.24%
- 🛍️ Retail Trade4.75%
- 🚚 Transportation4.46%
- 🍞 Consumer Non Durables1.79%
- 🧬 Health Technology1.23%
- ⛏️ Energy Minerals0.84%
- 🛠️ Producer Manufacturing0.38%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq40.45%
- 🇺🇸 NYSE36.46%
- 🌍 Digital Currency9.42%
- 🇩🇪 FRA2.14%
- 🇬🇧 LSE1.97%
- 🇺🇸 Chicago Board Options Exchange1.5%
- 🇸🇪 Stockholm Stock Exchange0.84%
- 🇳🇴 Oslo Stock Exchange0.48%
- 🇦🇺 Sydney0.25%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States53.89%
- 🇱🇺 Luxembourg7.85%
- 🇩🇪 Germany2.9%
- 🇯🇵 Japan1.87%
- 🇬🇧 United Kingdom1.23%
- 🇰🇷 South Korea1.15%
- 🇨🇳 China1.02%
- 🇸🇪 Sweden0.84%
- 🇮🇪 Ireland0.59%
- 🇮🇹 Italy0.49%
- 🇳🇴 Norway0.48%
- 🇨🇭 Switzerland0.31%
- 🇨🇴 Colombia0.29%
- 🇦🇺 Australia0.25%
Dividends
Dividend Yield
0.89%
46 out of 80 instruments pay dividend.
17 dividend payments in the next 30 days.
Highest Dividend: $MPCC.OL (27.2%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 MPCC.OL | 0.13% | 27.2% | $5.9 |
 VOW3.DE | 0.07% | 6.87% | $9.06 |
 SBUX | 0.07% | 2.76% | $2.24 |
 SPXL | 0.07% | 1.04% | - |
 GS | 0.03% | 1.98% | $11 |
 MBG.DE | 0.03% | 8.36% | $5.3 |
 JPM | 0.03% | 2.02% | $4.4 |
 KO | 0.03% | 2.81% | $1.89 |
 GPRK | 0.03% | 8.71% | $0.55 |
 PFE | 0.02% | 7.35% | $1.66 |
 SMSN.L | 0.02% | 2.16% | $23.68 |
 BX | 0.02% | 2.94% | $3.36 |
 MSFT | 0.02% | 0.69% | $3 |
 GOOG | 0.02% | 0.48% | $0.2 |
 MCD | 0.02% | 2.26% | $6.53 |
 ULVR.L | 0.02% | 3.26% | $1.47 |
 JNJ | 0.02% | 3.27% | $4.81 |
 TM | 0.02% | 3.13% | $4.64 |
 BND | 0.02% | 3.68% | - |
 MRK | 0.02% | 4.12% | $3.04 |
 PEP | 0.01% | 4.19% | $5.15 |
 AXP | 0.01% | 0.99% | $2.6 |
 TLT | 0.01% | 4.21% | - |
 XOM | 0.01% | 3.85% | $3.76 |
 META | 0.01% | 0.3% | $1 |
 CSCO | 0.01% | 2.51% | $1.58 |
 ACN | 0.01% | 1.82% | $4.99 |
 AAPL | 0.01% | 0.5% | $0.97 |
 BCS | 0.01% | 2.39% | $0.39 |
 WHC.ASX | 0.01% | 3.81% | $0.49 |
 GM | 0.01% | 1.08% | $0.42 |
 IBM | 0.01% | 2.51% | $6.65 |
 BKNG | 0.01% | 0.66% | $17.5 |
 ORCL | 0.01% | 0.99% | $1.6 |
 QQQ | 0.01% | 0.63% | - |
 C | 0.01% | 2.92% | $2.12 |
 INDA | 0.01% | 0.74% | - |
 GRMN | 0.01% | 1.75% | $3.71 |
 SONY | 0.01% | 0.37% | $0.49 |
 SAP | 0% | 0.62% | $1.73 |
 CARR | 0% | 1.16% | $0.76 |
 WMT | 0% | 0.96% | $0.81 |
 RACE | 0% | 0.67% | $2.64 |
 SAABB.ST | 0% | 0.39% | $1.6 |
 CRM | 0% | 0.6% | $0.4 |
 NVDA | 0% | 0.03% | $0.02 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
GOOG | Ex-Dividend | Jun 9, 2025 | $0.21 |
IBM | Pay Day | Jun 10, 2025 | $1.68 |
JNJ | Pay Day | Jun 10, 2025 | $1.30 |
XOM | Pay Day | Jun 10, 2025 | $0.99 |
NVDA | Ex-Dividend | Jun 11, 2025 | $0.01 |
MSFT | Pay Day | Jun 12, 2025 | $0.83 |
KO | Ex-Dividend | Jun 13, 2025 | $0.51 |
PFE | Pay Day | Jun 13, 2025 | $0.43 |
ULVR.L | Pay Day | Jun 13, 2025 | $0.52 |
GOOG | Pay Day | Jun 16, 2025 | $0.21 |
META | Ex-Dividend | Jun 16, 2025 | $0.52 |
MCD | Pay Day | Jun 16, 2025 | $1.77 |
MRK | Ex-Dividend | Jun 16, 2025 | $0.81 |
GRMN | Ex-Dividend | Jun 16, 2025 | $0.90 |
GM | Pay Day | Jun 19, 2025 | $0.15 |
MPCC.OL | Ex-Dividend | Jun 20, 2025 | $0.08 |
META | Pay Day | Jun 26, 2025 | $0.52 |
GS | Pay Day | Jun 27, 2025 | $3.00 |
MPCC.OL | Pay Day | Jun 27, 2025 | $0.08 |
GRMN | Pay Day | Jun 27, 2025 | $0.90 |
PEP | Pay Day | Jun 30, 2025 | $1.42 |
BKNG | Pay Day | Jun 30, 2025 | $9.60 |
KO | Pay Day | Jul 1, 2025 | $0.51 |
CSCO | Ex-Dividend | Jul 3, 2025 | $0.41 |
JPM | Ex-Dividend | Jul 3, 2025 | $1.40 |
NVDA | Pay Day | Jul 3, 2025 | $0.01 |
MRK | Pay Day | Jul 8, 2025 | $0.81 |
CSCO | Pay Day | Jul 23, 2025 | $0.41 |
JPM | Pay Day | Jul 31, 2025 | $1.40 |
WMT | Ex-Dividend | Aug 15, 2025 | $0.24 |
WMT | Pay Day | Sep 2, 2025 | $0.24 |
INDA | Pay Day | Dec 20, 2025 | $0.40 |
Performance Metrics
Score 3.1/10
Beta
0.76
0.76
0
0.8
1.2
0
2
Sharpe Ratio
0.22
0.22
0
0.5
1
1.5
1.5
Sortino Ratio
0.32
0.32
0
1
2
3
3
Jensen's Alpha
-6.49
-6.49
-7
0
2
4.5
4.5
Omega Ratio
0.55
0.55
0
1
1.5
2.5
2.5
Treynor Ratio
0.5
0.5
0
0.75
1.25
2
2
Information Ratio
-0.6
-0.6
-1
0.3
0.6
1
1
Calmar Ratio
0.14
0.14
0
0.3
0.6
1
1
Beta
0.76
0.76
0
0.8
1.2
0
2
Sharpe Ratio
0.22
0.22
0
0.5
1
1.5
1.5
Sortino Ratio
0.32
0.32
0
1
2
3
3
Jensen's Alpha
-6.49
-6.49
-7
0
2
4.5
4.5
Omega Ratio
0.55
0.55
0
1
1.5
2.5
2.5
Treynor Ratio
0.5
0.5
0
0.75
1.25
2
2
Information Ratio
-0.6
-0.6
-1
0.3
0.6
1
1
Calmar Ratio
0.14
0.14
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
30.23
High:
RDDT
173.64RDDTLow:
EH
-32.94EHDetails
PEG Ratio
334.46
High:
KO
10,128.43KOLow:EH
-144.8EHDetails
Price/Book
8.48
High:
AAPL
44.87AAPLLow:
MCD
-63.96MCDDetails
Price/Sales
5.96
High:
NVDA
23.2NVDALow:
AAL
0.14AALDetails
Price/CF
19.71
High:KO
282.33KOLow:
GPRK
1.53GPRKDetails
Price/FCF
41.29
High:
PEP
5,253.35PEPLow:
GS
3.63GSDetails
P/E Ratio
30.23
High:RDDT
173.64RDDTLow:EH
-32.94EHDetails
PEG Ratio
334.46
High:KO
10,128.43KOLow:EH
-144.8EHDetails
Price/Book
8.48
High:AAPL
44.87AAPLLow:MCD
-63.96MCDDetails
Price/Sales
5.96
High:NVDA
23.2NVDALow:AAL
0.14AALDetails
Price/CF
19.71
High:KO
282.33KOLow:GPRK
1.53GPRKDetails
Price/FCF
41.29
High:PEP
5,253.35PEPLow:GS
3.63GSDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-36.71% | Jul 2021 | Feb 2024 | 31 |
-11.12% | Feb 2025 | - | 5 |
-4.24% | Apr 2024 | Jul 2024 | 3 |
-3.5% | Sep 2020 | Nov 2020 | 2 |
-2.71% | Feb 2021 | Jun 2021 | 4 |
-1.17% | Dec 2024 | Jan 2025 | 1 |
-1.15% | Dec 2020 | Jan 2021 | 1 |
-0.45% | Oct 2024 | Nov 2024 | 1 |
-0.13% | Jun 2020 | Jul 2020 | 1 |