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+0.83%
This Month
+16.78%
Year To Date
+66.59%
2 Years
+59.9%
5 Years
+46.42%
10 Years
+7.92%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services27.49%
- 📊 ETFs12.27%
- 💻 Electronic Technology11.22%
- 🪙 Cryptocurrencies10.73%
- 🚗 Consumer Durables7.81%
- 💵 Cash7.38%
- 💰 Finance6.52%
- 💇♀️ Consumer Services5.81%
- 🚚 Transportation4.51%
- 🛍️ Retail Trade4.49%
- 🍞 Consumer Non Durables1.62%
- 🧬 Health Technology1.22%
- ⛏️ Energy Minerals0.78%
- 🛠️ Producer Manufacturing0.31%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq40.45%
- 🇺🇸 NYSE36.06%
- 🌍 Digital Currency10.73%
- 🇺🇸 Chicago Board Options Exchange2.25%
- 🇬🇧 LSE1.9%
- 🇩🇪 FRA1.88%
- 🇸🇪 Stockholm Stock Exchange0.77%
- 🇳🇴 Oslo Stock Exchange0.47%
- 🇦🇺 Sydney0.25%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States54.21%
- 🇱🇺 Luxembourg6.94%
- 🇩🇪 Germany2.48%
- 🇯🇵 Japan1.76%
- 🇰🇷 South Korea1.18%
- 🇬🇧 United Kingdom1.12%
- 🇨🇳 China0.98%
- 🇸🇪 Sweden0.77%
- 🇳🇴 Norway0.47%
- 🇮🇹 Italy0.45%
- 🇮🇪 Ireland0.43%
- 🇨🇭 Switzerland0.32%
- 🇦🇺 Australia0.25%
- 🇨🇴 Colombia0.24%
- 🇮🇱 Israel0.18%
Dividends
Dividend Yield
0.77%
46 out of 81 instruments pay dividend.
17 dividend payments in the next 30 days.
Highest Dividend: $MPCC.OL (18.42%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 MPCC.OL | 0.09% | 18.42% | $5.9 |
 SPXL | 0.06% | 0.91% | - |
 VOW3.DE | 0.06% | 6.37% | $9.06 |
 SBUX | 0.06% | 2.86% | $2.24 |
 GS | 0.03% | 1.76% | $11 |
 MBG.DE | 0.03% | 8.11% | $5.3 |
 KO | 0.02% | 2.97% | $1.89 |
 JPM | 0.02% | 1.8% | $4.4 |
 BX | 0.02% | 2.51% | $3.36 |
 GPRK | 0.02% | 9.29% | $0.55 |
 PFE | 0.02% | 6.87% | $1.66 |
 MSFT | 0.02% | 0.67% | $3 |
 SMSN.L | 0.02% | 1.69% | $23.68 |
 GOOG | 0.02% | 0.35% | $0.2 |
 MCD | 0.02% | 2.25% | $6.53 |
 ULVR.L | 0.02% | 3.2% | $1.47 |
 JNJ | 0.02% | 2.85% | $4.81 |
 BND | 0.01% | 3.73% | - |
 MRK | 0.01% | 3.82% | $3.04 |
 TM | 0.01% | 2.7% | $4.64 |
 PEP | 0.01% | 3.79% | $5.15 |
 AXP | 0.01% | 0.93% | $2.6 |
 TLT | 0.01% | 4.3% | - |
 XOM | 0.01% | 3.63% | $3.76 |
 META | 0.01% | 0.27% | $1 |
 CSCO | 0.01% | 2.44% | $1.58 |
 ACN | 0.01% | 2.32% | $4.99 |
 AAPL | 0.01% | 0.43% | $0.97 |
 BCS | 0.01% | 2.2% | $0.39 |
 GM | 0.01% | 0.93% | $0.42 |
 IBM | 0.01% | 2.7% | $6.65 |
 BKNG | 0.01% | 0.68% | $17.5 |
 ORCL | 0.01% | 0.77% | $1.6 |
 C | 0.01% | 2.39% | $2.12 |
 QQQ | 0.01% | 0.51% | - |
 WHC.ASX | 0.01% | 2.34% | $0.49 |
 INDA | 0.01% | 0.72% | - |
 GRMN | 0% | 1.52% | $3.71 |
 SONY | 0% | 0.35% | $0.49 |
 SAP | 0% | 0.71% | $1.73 |
 CARR | 0% | 1.32% | $0.76 |
 RACE | 0% | 0.72% | $2.64 |
 WMT | 0% | 0.94% | $0.81 |
 SAABB.ST | 0% | 0.39% | $1.6 |
 CRM | 0% | 0.66% | $0.4 |
 NVDA | 0% | 0.02% | $0.02 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
GOOG | Ex-Dividend | Sep 8, 2025 | $0.21 |
JNJ | Pay Day | Sep 9, 2025 | $1.30 |
IBM | Pay Day | Sep 10, 2025 | $1.68 |
XOM | Pay Day | Sep 10, 2025 | $0.99 |
MSFT | Pay Day | Sep 11, 2025 | $0.83 |
NVDA | Ex-Dividend | Sep 11, 2025 | $0.01 |
ULVR.L | Pay Day | Sep 12, 2025 | $0.52 |
GRMN | Ex-Dividend | Sep 12, 2025 | $0.90 |
GOOG | Pay Day | Sep 15, 2025 | $0.21 |
KO | Ex-Dividend | Sep 15, 2025 | $0.51 |
MRK | Ex-Dividend | Sep 15, 2025 | $0.81 |
MCD | Pay Day | Sep 16, 2025 | $1.77 |
BCS | Pay Day | Sep 16, 2025 | $0.16 |
WHC.ASX | Pay Day | Sep 16, 2025 | $0.04 |
CRM | Ex-Dividend | Sep 17, 2025 | $0.42 |
GM | Pay Day | Sep 18, 2025 | $0.15 |
MPCC.OL | Ex-Dividend | Sep 22, 2025 | $0.05 |
MPCC.OL | Pay Day | Sep 26, 2025 | $0.05 |
GRMN | Pay Day | Sep 26, 2025 | $0.90 |
GS | Pay Day | Sep 29, 2025 | $4.00 |
PEP | Pay Day | Sep 30, 2025 | $1.42 |
BKNG | Pay Day | Sep 30, 2025 | $9.60 |
KO | Pay Day | Oct 1, 2025 | $0.51 |
NVDA | Pay Day | Oct 2, 2025 | $0.01 |
CSCO | Ex-Dividend | Oct 3, 2025 | $0.41 |
MRK | Pay Day | Oct 7, 2025 | $0.81 |
CRM | Pay Day | Oct 9, 2025 | $0.42 |
CSCO | Pay Day | Oct 22, 2025 | $0.41 |
WMT | Ex-Dividend | Dec 12, 2025 | $0.24 |
INDA | Pay Day | Dec 20, 2025 | $0.00 |
WMT | Pay Day | Jan 5, 2026 | $0.24 |
Performance Metrics
Score 3.4/10
Beta
0.77
0.77
0
0.8
1.2
0
2
Sharpe Ratio
0.31
0.31
0
0.5
1
1.5
1.5
Sortino Ratio
0.45
0.45
0
1
2
3
3
Jensen's Alpha
-5.79
-5.79
-6
0
2
4.5
4.5
Omega Ratio
0.56
0.56
0
1
1.5
2.5
2.5
Treynor Ratio
0.68
0.68
0
0.75
1.25
2
2
Information Ratio
-0.57
-0.57
-1
0.3
0.6
1
1
Calmar Ratio
0.19
0.19
0
0.3
0.6
1
1
Beta
0.77
0.77
0
0.8
1.2
0
2
Sharpe Ratio
0.31
0.31
0
0.5
1
1.5
1.5
Sortino Ratio
0.45
0.45
0
1
2
3
3
Jensen's Alpha
-5.79
-5.79
-6
0
2
4.5
4.5
Omega Ratio
0.56
0.56
0
1
1.5
2.5
2.5
Treynor Ratio
0.68
0.68
0
0.75
1.25
2
2
Information Ratio
-0.57
-0.57
-1
0.3
0.6
1
1
Calmar Ratio
0.19
0.19
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
33.24
High:
TSLA
203.17TSLALow:
EH
-32.88EHDetails
PEG Ratio
1,306.15
High:
AAPL
24,772.26AAPLLow:EH
-179.39EHDetails
Price/Book
9.36
High:AAPL
54.09AAPLLow:
MCD
-81.28MCDDetails
Price/Sales
6.82
High:
RDDT
26.92RDDTLow:
VOW3.DE
0.15VOW3.DEDetails
Price/CF
21.89
High:
KO
233.26KOLow:
GPRK
1.59GPRKDetails
Price/FCF
49.09
High:
PEP
5,253.35PEPLow:
GS
3.62GSDetails
P/E Ratio
33.24
High:TSLA
203.17TSLALow:EH
-32.88EHDetails
PEG Ratio
1,306.15
High:AAPL
24,772.26AAPLLow:EH
-179.39EHDetails
Price/Book
9.36
High:AAPL
54.09AAPLLow:MCD
-81.28MCDDetails
Price/Sales
6.82
High:RDDT
26.92RDDTLow:VOW3.DE
0.15VOW3.DEDetails
Price/CF
21.89
High:KO
233.26KOLow:GPRK
1.59GPRKDetails
Price/FCF
49.09
High:PEP
5,253.35PEPLow:GS
3.62GSDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-36.71% | Jul 2021 | Feb 2024 | 31 |
-11.12% | Feb 2025 | Jun 2025 | 4 |
-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 |