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+5.26%
This Month
-18.73%
Year To Date
+9.42%
2 Years
-49.19%
5 Years
+38.81%
10 Years
+6.05%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies49.07%
- 🚚 Transportation9.46%
- 📊 ETFs9.06%
- 💻 Electronic Technology5.17%
- 🛍️ Retail Trade4.87%
- 💇♀️ Consumer Services4.85%
- 🖥️ Technology Services4.81%
- 🛠️ Producer Manufacturing4.22%
- 🚗 Consumer Durables3.02%
- 🧬 Health Technology2.24%
- ⛏️ Energy Minerals0.82%
- 💰 Finance0.79%
- 🧩 Miscellaneous0.47%
- 🧪 Process Industries0.3%
- 🏭 Industrial Services0.25%
- 🏥 Health Services0.19%
- 🍞 Consumer Non Durables0.11%
- 💵 Cash0%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency49.07%
- 🇺🇸 Nasdaq17.79%
- 🇺🇸 NYSE16.63%
- 🇬🇧 LSE4.63%
- 🇳🇴 Oslo Stock Exchange4.44%
- 🇩🇪 FRA3.03%
- 🇺🇸 Chicago Board Options Exchange1.39%
- 🇫🇷 Euronext Paris1.2%
- 🇪🇸 Bolsa De Madrid0.69%
- 🇭🇰 Hong Kong Exchanges0.4%
- 🇳🇱 Euronext Amsterdam0.39%
- 🇨🇭 SIX0.03%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States16.05%
- 🇳🇴 Norway4.44%
- 🇬🇧 United Kingdom3.53%
- 🇩🇪 Germany3.23%
- 🇮🇱 Israel2.62%
- 🇨🇳 China2.6%
- 🇫🇮 Finland1.47%
- 🇨🇦 Canada1.2%
- 🇫🇷 France1.2%
- 🇰🇷 South Korea1.1%
- 🇨🇭 Switzerland0.91%
- 🇬🇷 Greece0.76%
- 🇪🇸 Spain0.69%
- 🇸🇬 Singapore0.64%
- 🇧🇷 Brazil0.62%
- 🇧🇪 Belgium0.39%
- 🇸🇪 Sweden0.1%
- 🇦🇹 Austria0.03%
Dividends
Dividend Yield
1.04%
24 out of 121 instruments pay dividend.
2 dividend payments in the next 30 days.
Highest Dividend: $AGNC (13.38%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 NAS.OL | 0.51% | 12.08% | - |
 CSWC | 0.06% | 12.14% | $2.27 |
 BMW.DE | 0.06% | 5.28% | $6 |
 IAG.L | 0.05% | 2.12% | - |
 PBR | 0.05% | 8.07% | $1.73 |
 AGNC | 0.05% | 13.38% | $1.44 |
 EZJ.L | 0.04% | 3.46% | $0.05 |
 P911.DE | 0.03% | 5.47% | $2.31 |
 PAH3.DE | 0.03% | 5.8% | $2.56 |
 VOW3.DE | 0.02% | 7.05% | $9.06 |
 SHIP | 0.02% | 2.92% | $0.1 |
 O | 0.02% | 4.98% | $3.09 |
 DIS | 0.02% | 1.41% | $0.75 |
 NOK | 0.02% | 1.12% | $0.1 |
 RLX | 0.01% | 5.05% | $0.01 |
 BABA | 0.01% | 0.73% | $0.98 |
 QCOM | 0.01% | 2.55% | $3.25 |
 CCL | 0.01% | 0.52% | - |
 0968.HK | 0.01% | 1.62% | $0.23 |
 SMSN.L | 0.01% | 0.58% | $23.68 |
 GRF.MC | 0.01% | 1.29% | - |
 MTDR | 0% | 2.44% | $0.75 |
 TUI1.DE | 0% | 1.37% | - |
 BAYN.DE | 0% | 0.27% | $0.11 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
AGNC | Ex-Dividend | Apr 30, 2026 | $0.12 |
O | Ex-Dividend | Apr 30, 2026 | $0.27 |
AGNC | Pay Day | May 11, 2026 | $0.12 |
O | Pay Day | May 15, 2026 | $0.27 |
CSWC | Ex-Dividend | May 15, 2026 | $0.19 |
CSWC | Pay Day | May 29, 2026 | $0.19 |
QCOM | Ex-Dividend | Jun 4, 2026 | $0.92 |
QCOM | Pay Day | Jun 25, 2026 | $0.92 |
DIS | Ex-Dividend | Jun 30, 2026 | $0.75 |
DIS | Pay Day | Jul 22, 2026 | $0.75 |
Performance Metrics
Score 3/10
Beta
1.82
1.82
0
0.8
1.2
0
2
Sharpe Ratio
0.25
0.25
0
0.5
1
1.5
1.5
Sortino Ratio
0.47
0.47
0
1
2
3
3
Jensen's Alpha
-7.52
-7.52
-8
0
2
4.5
4.5
Omega Ratio
1.02
1.02
0
1
1.5
2.5
2.5
Treynor Ratio
0.55
0.55
0
0.75
1.25
2
2
Information Ratio
0.03
0.03
0
0.3
0.6
1
1
Calmar Ratio
0.08
0.08
0
0.3
0.6
1
1
Beta
1.82
1.82
0
0.8
1.2
0
2
Sharpe Ratio
0.25
0.25
0
0.5
1
1.5
1.5
Sortino Ratio
0.47
0.47
0
1
2
3
3
Jensen's Alpha
-7.52
-7.52
-8
0
2
4.5
4.5
Omega Ratio
1.02
1.02
0
1
1.5
2.5
2.5
Treynor Ratio
0.55
0.55
0
0.75
1.25
2
2
Information Ratio
0.03
0.03
0
0.3
0.6
1
1
Calmar Ratio
0.08
0.08
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
25.89
High:
ROKU
202.18ROKULow:
OHLA.MC
-327.87OHLA.MCDetails
PEG Ratio
22.54
High:O
292.6OLow:OHLA.MC
-334.33OHLA.MCDetails
Price/Book
2.04
High:
JMIA
38.47JMIALow:
XTIA
-18.68XTIADetails
Price/Sales
1.9
High:
CRSP
1,573.97CRSPLow:
ALDX
-ALDXDetails
Price/CF
9.71
High:
RIOT
107.94RIOTLow:
VANTI.PA
0.44VANTI.PADetails
Price/FCF
32.18
High:BABA
1,196.17BABALow:VANTI.PA
0.46VANTI.PADetails
P/E Ratio
25.89
High:ROKU
202.18ROKULow:OHLA.MC
-327.87OHLA.MCDetails
PEG Ratio
22.54
High:O
292.6OLow:OHLA.MC
-334.33OHLA.MCDetails
Price/Book
2.04
High:JMIA
38.47JMIALow:XTIA
-18.68XTIADetails
Price/Sales
1.9
High:CRSP
1,573.97CRSPLow:ALDX
-ALDXDetails
Price/CF
9.71
High:RIOT
107.94RIOTLow:VANTI.PA
0.44VANTI.PADetails
Price/FCF
32.18
High:BABA
1,196.17BABALow:VANTI.PA
0.46VANTI.PADetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-62.37% | May 2021 | - | 60 |
-5.61% | Sep 2020 | Nov 2020 | 2 |