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+0.77%
This Month
+13.58%
Year To Date
+59.7%
2 Years
+81.65%
5 Years
+62.12%
10 Years
+7.15%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs51.86%
- 🚚 Transportation11.54%
- 💰 Finance8.66%
- 🪙 Cryptocurrencies5.5%
- 🏭 Industrial Services4.26%
- 💻 Electronic Technology2.51%
- 🧬 Health Technology2.36%
- 🛠️ Producer Manufacturing1.66%
- 💵 Cash1.57%
- 💼 Commercial Services1.31%
- 🖥️ Technology Services1.28%
- 🧪 Process Industries1.27%
- 🛍️ Retail Trade1.2%
- ⛏️ Energy Minerals0.96%
- 🍞 Consumer Non Durables0.86%
- 🪨 Non Energy Minerals0.81%
- 💇♀️ Consumer Services0.66%
- ⚡ Utilities0.62%
- 📦 Distribution Services0.28%
- 🚗 Consumer Durables0.26%
- 🏥 Health Services0.09%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE65.96%
- 🇺🇸 Nasdaq9.96%
- 🇬🇧 LSE7.52%
- 🌍 Digital Currency5.5%
- 🇳🇴 Oslo Stock Exchange4.39%
- 🇩🇪 FRA1.46%
- 🇳🇱 Euronext Amsterdam0.84%
- 🇩🇰 Copenhagen Stock Exchange0.72%
- 🇪🇸 Bolsa De Madrid0.67%
- 🇭🇰 Hong Kong Exchanges0.6%
- 🇫🇷 Euronext Paris0.3%
- 🇺🇸 Chicago Board Options Exchange0.04%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States20.8%
- 🇬🇧 United Kingdom6.44%
- 🇳🇴 Norway2.59%
- 🇩🇪 Germany2.15%
- 🇸🇬 Singapore1.79%
- 🇨🇦 Canada1.07%
- 🇩🇰 Denmark0.97%
- 🇳🇱 Netherlands0.84%
- 🇪🇸 Spain0.67%
- 🇨🇳 China0.6%
- 🇨🇭 Switzerland0.58%
- 🇫🇷 France0.55%
- 🇬🇷 Greece0.52%
- 🇮🇱 Israel0.43%
- 🇦🇺 Australia0.36%
- 🇮🇹 Italy0.17%
- 🇸🇪 Sweden0.05%
Dividends
Dividend Yield
2.97%
70 out of 91 instruments pay dividend.
13 dividend payments in the next 30 days.
Highest Dividend: $MPCC.OL (18.44%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 MPCC.OL | 0.4% | 18.44% | $5.9 |
 NLY | 0.34% | 12.26% | $2.6 |
 TNA | 0.22% | 1.38% | - |
 BWLPG.OL | 0.17% | 9.39% | $37.72 |
 NAIL | 0.13% | 1.8% | - |
 ET | 0.12% | 7.52% | $1.25 |
 AGNC | 0.09% | 13.97% | $1.44 |
 MPLX | 0.08% | 7.59% | $3.33 |
 MAERSKB.CO | 0.06% | 8.31% | $515 |
 IAG.L | 0.06% | 1.84% | - |
 FAS | 0.06% | 0.86% | - |
 STWD | 0.05% | 9.35% | $1.92 |
 MO | 0.05% | 6.21% | $3.92 |
 AKRBP.OL | 0.05% | 10.86% | $24.77 |
 EPR | 0.04% | 6.52% | $3.34 |
 EZJ.L | 0.04% | 2.59% | $0.05 |
 XLB | 0.04% | 1.94% | - |
 SLG | 0.04% | 4.96% | $3.17 |
 YINN | 0.04% | 1.73% | - |
 LOG.MC | 0.04% | 5.93% | $1.5 |
 EWT | 0.04% | 2.1% | - |
 GNL | 0.04% | 11.63% | $1.38 |
 LTC.US | 0.03% | 6.23% | $2.28 |
 SBMO.NV | 0.03% | 3.93% | $0.77 |
 KMI | 0.03% | 4.38% | $1.14 |
 LYB | 0.03% | 9.89% | $5.09 |
 ITWN.L | 0.03% | 2.59% | - |
 O | 0.03% | 5.41% | $3.09 |
 BMO | 0.03% | 3.66% | $4.4 |
 IYR | 0.03% | 2.49% | - |
 SCHD | 0.02% | 3.87% | - |
 CAT | 0.02% | 1.36% | $5.31 |
 ADC | 0.02% | 4.17% | $2.96 |
 SCCO | 0.02% | 2.76% | $3.76 |
 DOW | 0.02% | 10.06% | $2.8 |
 WDS | 0.02% | 6.15% | $1.36 |
 SBLK | 0.02% | 4.11% | $1.82 |
 STAG | 0.02% | 4.03% | $1.47 |
 IXC | 0.02% | 3.93% | - |
 WEC | 0.02% | 3.27% | $3.23 |
 TQQQ | 0.02% | 1.11% | - |
 URA | 0.02% | 1.91% | - |
 ANDE | 0.02% | 1.89% | $0.75 |
 AMGN | 0.02% | 3.32% | $8.76 |
 XLE | 0.02% | 3.37% | - |
 VEA | 0.02% | 2.7% | - |
 VOW3.DE | 0.02% | 6.37% | $9.06 |
 MRK | 0.02% | 3.86% | $3.04 |
 JNJ | 0.02% | 2.86% | $4.81 |
 IYE | 0.02% | 2.84% | - |
 USRT | 0.02% | 3% | - |
 LIT | 0.01% | 0.69% | - |
 TLT | 0.01% | 4.3% | - |
 ICL | 0.01% | 2.96% | $0.21 |
 XLV | 0.01% | 1.78% | - |
 E | 0.01% | 4.43% | $1.46 |
 GLEN.L | 0.01% | 2.61% | $0.1 |
 SPYD | 0.01% | 4.53% | - |
 AI.PA | 0.01% | 1.88% | $2.91 |
 QCLN | 0.01% | 0.47% | - |
 TAN | 0.01% | 0.48% | - |
 XLY | 0.01% | 0.84% | - |
 INTC | 0.01% | 0.51% | $0.5 |
 SQQQ | 0.01% | 11.77% | - |
 NVO | 0.01% | 2.23% | $0.98 |
 0700.HK | 0% | 0.74% | $3.4 |
 PSKY | 0% | 1.33% | $0.2 |
 CQQQ | 0% | 0.25% | - |
 AAPL | 0% | 0.43% | $0.97 |
 IBB | 0% | 0.3% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
JNJ | Pay Day | Sep 9, 2025 | $1.30 |
AGNC | Pay Day | Sep 10, 2025 | $0.12 |
SBLK | Pay Day | Sep 10, 2025 | $0.05 |
AMGN | Pay Day | Sep 12, 2025 | $2.38 |
DOW | Pay Day | Sep 12, 2025 | $0.35 |
MRK | Ex-Dividend | Sep 15, 2025 | $0.81 |
MO | Ex-Dividend | Sep 15, 2025 | $1.06 |
BWLPG.OL | Pay Day | Sep 15, 2025 | $0.22 |
O | Pay Day | Sep 15, 2025 | $0.27 |
ADC | Pay Day | Sep 15, 2025 | $0.26 |
EPR | Pay Day | Sep 15, 2025 | $0.30 |
SLG | Pay Day | Sep 15, 2025 | $0.26 |
ICL | Pay Day | Sep 17, 2025 | $0.04 |
GLEN.L | Pay Day | Sep 19, 2025 | $0.05 |
WDS | Pay Day | Sep 24, 2025 | $0.53 |
STAG | Ex-Dividend | Sep 30, 2025 | $0.12 |
STWD | Ex-Dividend | Sep 30, 2025 | $0.48 |
ANDE | Ex-Dividend | Oct 1, 2025 | $0.20 |
MRK | Pay Day | Oct 7, 2025 | $0.81 |
MO | Pay Day | Oct 10, 2025 | $1.06 |
STAG | Pay Day | Oct 15, 2025 | $0.12 |
STWD | Pay Day | Oct 15, 2025 | $0.48 |
ANDE | Pay Day | Oct 22, 2025 | $0.20 |
BMO | Ex-Dividend | Oct 30, 2025 | $1.18 |
BMO | Pay Day | Nov 26, 2025 | $1.18 |
EWT | Pay Day | Dec 20, 2025 | $0.00 |
CQQQ | Pay Day | Dec 27, 2025 | $0.00 |
TAN | Pay Day | Dec 27, 2025 | $0.00 |
Performance Metrics
Score 3.3/10
Beta
1.11
1.11
0
0.8
1.2
0
2
Sharpe Ratio
0.28
0.28
0
0.5
1
1.5
1.5
Sortino Ratio
0.46
0.46
0
1
2
3
3
Jensen's Alpha
-5.14
-5.14
-6
0
2
4.5
4.5
Omega Ratio
0.82
0.82
0
1
1.5
2.5
2.5
Treynor Ratio
0.54
0.54
0
0.75
1.25
2
2
Information Ratio
-0.23
-0.23
-1
0.3
0.6
1
1
Calmar Ratio
0.16
0.16
0
0.3
0.6
1
1
Beta
1.11
1.11
0
0.8
1.2
0
2
Sharpe Ratio
0.28
0.28
0
0.5
1
1.5
1.5
Sortino Ratio
0.46
0.46
0
1
2
3
3
Jensen's Alpha
-5.14
-5.14
-6
0
2
4.5
4.5
Omega Ratio
0.82
0.82
0
1
1.5
2.5
2.5
Treynor Ratio
0.54
0.54
0
0.75
1.25
2
2
Information Ratio
-0.23
-0.23
-1
0.3
0.6
1
1
Calmar Ratio
0.16
0.16
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
27.6
High:
AMD
93.13AMDLow:
PSKY
-582.61PSKYDetails
PEG Ratio
442.79
High:
AAPL
24,779.06AAPLLow:PSKY
-584.18PSKYDetails
Price/Book
4.67
High:AAPL
54.11AAPLLow:
MO
-34.38MODetails
Price/Sales
2.99
High:
CRSP
120.68CRSPLow:
SPWRQ
-SPWRQDetails
Price/CF
13.05
High:AMD
48.06AMDLow:
WIZZ.L
1.71WIZZ.LDetails
Price/FCF
28.06
High:
ANDE
7,041.63ANDELow:
SBMO.NV
2.91SBMO.NVDetails
P/E Ratio
27.6
High:AMD
93.13AMDLow:PSKY
-582.61PSKYDetails
PEG Ratio
442.79
High:AAPL
24,779.06AAPLLow:PSKY
-584.18PSKYDetails
Price/Book
4.67
High:AAPL
54.11AAPLLow:MO
-34.38MODetails
Price/Sales
2.99
High:CRSP
120.68CRSPLow:SPWRQ
-SPWRQDetails
Price/CF
13.05
High:AMD
48.06AMDLow:WIZZ.L
1.71WIZZ.LDetails
Price/FCF
28.06
High:ANDE
7,041.63ANDELow:SBMO.NV
2.91SBMO.NVDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-42.49% | Sep 2021 | Nov 2024 | 38 |
-19.77% | Jun 2020 | Nov 2020 | 5 |
-19.13% | Dec 2024 | Aug 2025 | 8 |
-17.36% | Jul 2018 | Jan 2020 | 18 |
-5.73% | Feb 2020 | Apr 2020 | 2 |
-3.78% | Jul 2021 | Aug 2021 | 1 |
-0.63% | Mar 2021 | May 2021 | 2 |