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+9.7%
This Month
+4.97%
Year To Date
+48.63%
2 Years
+48.63%
5 Years
+48.63%
10 Years
+28.44%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs43.1%
- 💻 Electronic Technology18.47%
- 🧩 Miscellaneous14.39%
- 🛍️ Retail Trade5.88%
- 🖥️ Technology Services5.36%
- 💰 Finance4.57%
- ⛏️ Energy Minerals4.46%
- 🛠️ Producer Manufacturing0.8%
- 🚚 Transportation0.66%
- 🪙 Cryptocurrencies0.15%
- ❓ Other0.1%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE63.9%
- 🇺🇸 Nasdaq28.61%
- 🇬🇧 LSE2.76%
- 🇳🇴 Oslo Stock Exchange1.37%
- 🇫🇷 Euronext Paris1.05%
- 🌍 Digital Currency0.15%
- Regular Trading Hours - RTH0.1%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States34.64%
- 🇨🇳 China5.4%
- 🇬🇧 United Kingdom2.76%
- 🇨🇦 Canada2.23%
- 🇳🇴 Norway1.37%
- 🇫🇷 France1.05%
- 🇹🇼 Taiwan0.32%
- 🇰🇾 Cayman Islands0.19%
Dividends
Dividend Yield
0.41%
29 out of 54 instruments pay dividend.
8 dividend payments in the next 30 days.
Highest Dividend: $EQNR.OL (4.59%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 EQNR.OL | 0.06% | 4.59% | $13.95 |
 RY | 0.06% | 2.54% | $4.03 |
 TTE.PA | 0.05% | 4.5% | $3.06 |
 BP.L | 0.05% | 4.43% | $0.23 |
 BABA | 0.04% | 0.73% | $0.98 |
 AVGO | 0.04% | 0.62% | $19.7 |
 SHEL.L | 0.03% | 2.48% | $0.8 |
 QQQ | 0.02% | 0.43% | - |
 BAC | 0.01% | 2.04% | $0.96 |
 JPM | 0.01% | 1.86% | $4.4 |
 C | 0.01% | 1.77% | $2.12 |
 GS | 0.01% | 1.65% | $11 |
 MSFT | 0% | 0.85% | $3 |
 IAG.L | 0% | 2.12% | - |
 RR.L | 0% | 0.75% | - |
 ORCL | 0% | 1.01% | $1.6 |
 CRM | 0% | 0.9% | $0.4 |
 META | 0% | 0.31% | $1 |
 TME | 0% | 2.31% | $0.12 |
 AMAT | 0% | 0.49% | $1.44 |
 TSM | 0% | 0.62% | $1.74 |
 NVDA | 0% | 0.02% | $0.02 |
 GOOG | 0% | 0.25% | $0.2 |
 LRCX | 0% | 0.38% | $8 |
 AAPL | 0% | 0.38% | $0.97 |
 GOOGL | 0% | 0.25% | $0.2 |
 MU | 0% | 0.11% | $0.46 |
 MA | 0% | 0.63% | $2.46 |
 MRVL | 0% | 0.16% | $0.24 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
CRM | Pay Day | Apr 23, 2026 | $0.44 |
RR.L | Ex-Dividend | Apr 23, 2026 | $0.07 |
TME | Pay Day | Apr 23, 2026 | $0.24 |
RY | Ex-Dividend | Apr 23, 2026 | $1.20 |
ORCL | Pay Day | Apr 24, 2026 | $0.50 |
JPM | Pay Day | Apr 30, 2026 | $1.50 |
MRVL | Pay Day | Apr 30, 2026 | $0.06 |
C | Ex-Dividend | May 4, 2026 | $0.60 |
MA | Pay Day | May 8, 2026 | $0.87 |
EQNR.OL | Ex-Dividend | May 13, 2026 | $0.39 |
MSFT | Ex-Dividend | May 21, 2026 | $0.91 |
AMAT | Ex-Dividend | May 21, 2026 | $0.53 |
C | Pay Day | May 22, 2026 | $0.60 |
RY | Pay Day | May 22, 2026 | $1.20 |
EQNR.OL | Pay Day | May 27, 2026 | $0.39 |
GS | Ex-Dividend | Jun 1, 2026 | $4.50 |
RR.L | Pay Day | Jun 3, 2026 | $0.07 |
MSFT | Pay Day | Jun 11, 2026 | $0.91 |
AMAT | Pay Day | Jun 11, 2026 | $0.53 |
TSM | Ex-Dividend | Jun 11, 2026 | $0.95 |
GS | Pay Day | Jun 29, 2026 | $4.50 |
TTE.PA | Ex-Dividend | Jun 30, 2026 | $1.01 |
TTE.PA | Pay Day | Jul 2, 2026 | $1.01 |
TSM | Pay Day | Jul 9, 2026 | $0.95 |
Performance Metrics
Score 6.1/10
Beta
1.03
1.03
0
0.8
1.2
0
2
Sharpe Ratio
0.98
0.98
0
0.5
1
1.5
1.5
Sortino Ratio
1.73
1.73
0
1
2
3
3
Jensen's Alpha
1.03
1.03
-2
0
2
4.5
4.5
Omega Ratio
1.15
1.15
0
1
1.5
2.5
2.5
Treynor Ratio
1.02
1.02
0
0.75
1.25
2
2
Information Ratio
0.2
0.2
0
0.3
0.6
1
1
Calmar Ratio
2.14
2.14
0
0.3
0.6
3
3
Beta
1.03
1.03
0
0.8
1.2
0
2
Sharpe Ratio
0.98
0.98
0
0.5
1
1.5
1.5
Sortino Ratio
1.73
1.73
0
1
2
3
3
Jensen's Alpha
1.03
1.03
-2
0
2
4.5
4.5
Omega Ratio
1.15
1.15
0
1
1.5
2.5
2.5
Treynor Ratio
1.02
1.02
0
0.75
1.25
2
2
Information Ratio
0.2
0.2
0
0.3
0.6
1
1
Calmar Ratio
2.14
2.14
0
0.3
0.6
3
3
Portfolio Valuation
Based on current positions
P/E Ratio
39.89
High:BP.L
7,955.71BP.LLow:
INTC
-836.39INTCDetails
PEG Ratio
66.6
High:JPM
602.25JPMLow:INTC
-851.7INTCDetails
Price/Book
13.4
High:
APP
77.81APPLow:C
1.18CDetails
Price/Sales
11.62
High:
PLTR
84.18PLTRLow:BP.L
0.6BP.LDetails
Price/CF
32.6
High:PLTR
214.31PLTRLow:EQNR.OL
2.88EQNR.OLDetails
Price/FCF
56.43
High:BABA
1,196.17BABALow:IAG.L
8.86IAG.LDetails
P/E Ratio
39.89
High:BP.L
7,955.71BP.LLow:INTC
-836.39INTCDetails
PEG Ratio
66.6
High:JPM
602.25JPMLow:INTC
-851.7INTCDetails
Price/Book
13.4
High:APP
77.81APPLow:C
1.18CDetails
Price/Sales
11.62
High:PLTR
84.18PLTRLow:BP.L
0.6BP.LDetails
Price/CF
32.6
High:PLTR
214.31PLTRLow:EQNR.OL
2.88EQNR.OLDetails
Price/FCF
56.43
High:BABA
1,196.17BABALow:IAG.L
8.86IAG.LDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-8.04% | Dec 2024 | May 2025 | 5 |
-6.74% | Feb 2026 | Apr 2026 | 2 |
-3.23% | Jul 2024 | Sep 2024 | 2 |
-2.16% | Nov 2025 | Jan 2026 | 2 |