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-4.32%
This Month
+17.7%
Year To Date
+68.77%
2 Years
+44.37%
5 Years
-62.81%
10 Years
-10.32%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology36.85%
- 🧩 Miscellaneous20.06%
- 🖥️ Technology Services10.76%
- 🚚 Transportation6.58%
- 🛍️ Retail Trade6.55%
- 💵 Cash5.33%
- 💰 Finance3.49%
- 📊 ETFs3.47%
- 🚗 Consumer Durables3.46%
- 🛠️ Producer Manufacturing2.02%
- 💼 Commercial Services1.86%
- 🪙 Cryptocurrencies0.36%
- 🧪 Process Industries0.07%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq53.73%
- 🇺🇸 NYSE21.68%
- 🇬🇧 LSE9.87%
- 🇭🇰 Hong Kong Exchanges5.22%
- 🇩🇪 FRA2.18%
- 🇳🇴 Oslo Stock Exchange2.03%
- 🌍 Digital Currency0.36%
- 🇫🇷 Euronext Paris0.25%
- 🇺🇸 Chicago Board Options Exchange0.22%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States56.29%
- 🇨🇳 China7.58%
- 🇬🇧 United Kingdom6.76%
- 🇩🇪 Germany2.54%
- 🇳🇴 Norway2.03%
- 🇨🇦 Canada1.03%
- 🇸🇪 Sweden0.61%
- 🇫🇷 France0.25%
- 🇮🇱 Israel0.06%
- 🇧🇷 Brazil0.01%
Dividends
Dividend Yield
0.9%
17 out of 45 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $NAS.OL (15.25%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 NAS.OL | 0.31% | 15.25% | - |
 SPY | 0.11% | 0.96% | - |
 TEM.L | 0.09% | 1.71% | $0.04 |
 MBG.DE | 0.09% | 8.46% | $5.3 |
 BMW.DE | 0.08% | 7.61% | $6 |
 AAPL | 0.04% | 0.31% | $0.97 |
 CSCO | 0.03% | 1.56% | $1.58 |
 IAG.L | 0.02% | 1.66% | - |
 3750.HK | 0.02% | 0.99% | - |
 INVH | 0.02% | 4.48% | $1.36 |
 BABA | 0.02% | 0.95% | $0.98 |
 GOOG | 0.02% | 0.26% | $0.2 |
 V | 0.02% | 0.66% | $2.01 |
 META | 0.01% | 0.3% | $1 |
 MU | 0.01% | 0.06% | $0.46 |
 PYPL | 0.01% | 0.99% | - |
 NVDA | 0% | 0.24% | $0.02 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
MU | Pay Day | Oct 29, 2026 | $0.15 |
 INTC | Ex-Dividend | Nov 7, 2026 | $0.12 |
AAPL | Ex-Dividend | Nov 10, 2026 | $0.27 |
V | Ex-Dividend | Nov 11, 2026 | $0.67 |
GOOG | Ex-Dividend | Dec 4, 2026 | $0.22 |
PYPL | Ex-Dividend | Dec 4, 2026 | $0.14 |
NVDA | Ex-Dividend | Dec 10, 2026 | $0.25 |
TEM.L | Ex-Dividend | Dec 15, 2026 | $0.00 |
META | Ex-Dividend | Dec 21, 2026 | $0.53 |
INVH | Ex-Dividend | Dec 24, 2026 | $0.30 |
CSCO | Ex-Dividend | Jan 2, 2027 | $0.42 |
MU | Ex-Dividend | Jan 14, 2027 | $0.15 |
3750.HK | Ex-Dividend | Feb 6, 2027 | $0.00 |
MBG.DE | Ex-Dividend | Apr 17, 2027 | $4.06 |
NAS.OL | Ex-Dividend | May 7, 2027 | $0.09 |
BMW.DE | Ex-Dividend | May 14, 2027 | $5.15 |
BABA | Ex-Dividend | Jun 11, 2027 | $1.05 |
Performance Metrics
Score 2.7/10
Beta
1.22
1.22
0
0.8
1.2
0
2
Sharpe Ratio
0.07
0.07
0
0.5
1
1.5
1.5
Sortino Ratio
0.1
0.1
0
1
2
3
3
Jensen's Alpha
-9.69
-9.69
-10
0
2
4.5
4.5
Omega Ratio
0.86
0.86
0
1
1.5
2.5
2.5
Treynor Ratio
0.26
0.26
0
0.75
1.25
2
2
Information Ratio
-0.14
-0.14
-1
0.3
0.6
1
1
Calmar Ratio
-0.11
-0.11
-1
0.3
0.6
1
1
Beta
1.22
1.22
0
0.8
1.2
0
2
Sharpe Ratio
0.07
0.07
0
0.5
1
1.5
1.5
Sortino Ratio
0.1
0.1
0
1
2
3
3
Jensen's Alpha
-9.69
-9.69
-10
0
2
4.5
4.5
Omega Ratio
0.86
0.86
0
1
1.5
2.5
2.5
Treynor Ratio
0.26
0.26
0
0.75
1.25
2
2
Information Ratio
-0.14
-0.14
-1
0.3
0.6
1
1
Calmar Ratio
-0.11
-0.11
-1
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
25.21
High:
TSLA
351.88TSLALow:
TEAM
-1,051.6TEAMDetails
PEG Ratio
0.61
High:V
2.16VLow:TEM.L
0.01TEM.LDetails
Price/Book
12.03
High:
JMIA
952.31JMIALow:
ETSY
-4.69ETSYDetails
Price/Sales
8.48
High:
AMD
25.37AMDLow:
AF.PA
0.08AF.PADetails
Price/CF
21.91
High:AMD
85.84AMDLow:
AZUL
0.61AZULDetails
Price/FCF
40.56
High:INTC
1,903.91INTCLow:AZUL
0.76AZULDetails
P/E Ratio
25.21
High:TSLA
351.88TSLALow:TEAM
-1,051.6TEAMDetails
PEG Ratio
0.61
High:V
2.16VLow:TEM.L
0.01TEM.LDetails
Price/Book
12.03
High:JMIA
952.31JMIALow:ETSY
-4.69ETSYDetails
Price/Sales
8.48
High:AMD
25.37AMDLow:AF.PA
0.08AF.PADetails
Price/CF
21.91
High:AMD
85.84AMDLow:AZUL
0.61AZULDetails
Price/FCF
40.56
High:INTC
1,903.91INTCLow:AZUL
0.76AZULDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-96.41% | Jan 2018 | - | 106 |