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+0.14%
This Month
+17.44%
Year To Date
+43.83%
2 Years
+28.88%
5 Years
+67.64%
10 Years
+7.39%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs55.5%
- 🚚 Transportation8.3%
- 💰 Finance6.68%
- 💵 Cash5.12%
- 💻 Electronic Technology4.49%
- 🖥️ Technology Services3.36%
- 🪙 Cryptocurrencies2.96%
- 🧬 Health Technology2.94%
- 🛍️ Retail Trade1.28%
- 🧪 Process Industries1.24%
- ⛏️ Energy Minerals1.23%
- 🛠️ Producer Manufacturing0.85%
- 🍞 Consumer Non Durables0.71%
- 📦 Distribution Services0.67%
- ❓ Other0.64%
- ⚡ Utilities0.59%
- 🚗 Consumer Durables0.58%
- 💇♀️ Consumer Services0.51%
- 💼 Commercial Services0.33%
- 🏥 Health Services0.18%
- 🪨 Non Energy Minerals0.01%
- 🏭 Industrial Services0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE57.18%
- 🇺🇸 Nasdaq15.41%
- 🇬🇧 LSE8.24%
- 🌍 Digital Currency2.96%
- 🇳🇴 Oslo Stock Exchange2.74%
- 🇩🇪 FRA1.86%
- 🇫🇷 Euronext Paris0.84%
- 🇺🇸 Chicago Board Options Exchange0.73%
- Regular Trading Hours - RTH0.69%
- 🇩🇰 Copenhagen Stock Exchange0.69%
- 🇩🇪 Xetra ETFs0.67%
- 🇸🇪 Stockholm Stock Exchange0.64%
- 🇭🇰 Hong Kong Exchanges0.25%
- 🇳🇱 Euronext Amsterdam0.13%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States14.12%
- 🇬🇧 United Kingdom5.53%
- 🇩🇪 Germany2.89%
- 🇳🇴 Norway2.61%
- 🇨🇦 Canada2.16%
- 🇫🇷 France1.41%
- 🇩🇰 Denmark1.15%
- 🇨🇭 Switzerland1%
- 🇸🇪 Sweden0.75%
- 🇮🇱 Israel0.68%
- 🇬🇷 Greece0.54%
- 🇦🇺 Australia0.44%
- 🇨🇳 China0.25%
- 🇮🇹 Italy0.18%
- 🇸🇬 Singapore0.13%
- 🇳🇱 Netherlands0.13%
Dividends
Dividend Yield
1.44%
47 out of 120 instruments pay dividend.
9 dividend payments in the next 30 days.
Highest Dividend: $ZIM (20.98%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 MPCC.OL | 0.39% | 18.55% | $5.9 |
 AGNC | 0.13% | 13.73% | $1.44 |
 ZIM | 0.07% | 20.98% | $0.23 |
 MAERSKB.CO | 0.06% | 8.48% | $515 |
 EZJ.L | 0.05% | 2.68% | $0.05 |
 STWD | 0.05% | 10.49% | $1.92 |
 BMO | 0.05% | 3.68% | $4.4 |
 AKRBP.OL | 0.05% | 10.43% | $24.77 |
 EPR | 0.04% | 6.72% | $3.34 |
 GNL | 0.04% | 10.39% | $1.38 |
 SLG | 0.04% | 7.04% | $3.17 |
 IAG.L | 0.04% | 2.2% | - |
 VOW3.DE | 0.04% | 6.07% | $9.06 |
 LTC.US | 0.03% | 6.44% | $2.28 |
 DOW | 0.03% | 9.18% | $2.8 |
 LYB | 0.03% | 12.6% | $5.09 |
 WDS | 0.03% | 6.04% | $1.36 |
 O | 0.03% | 5.51% | $3.09 |
 TRIG.L | 0.03% | 10.46% | $0.07 |
 ADC | 0.02% | 4.11% | $2.96 |
 STAG | 0.02% | 3.83% | $1.47 |
 WEC | 0.02% | 3.4% | $3.23 |
 MRK | 0.02% | 3.27% | $3.04 |
 JNJ | 0.02% | 2.55% | $4.81 |
 BWLPG.OL | 0.02% | 11.4% | $37.72 |
 GLEN.L | 0.01% | 1.94% | $0.1 |
 IBM | 0.01% | 2.18% | $6.65 |
 ICL | 0.01% | 3.37% | $0.21 |
 NVO | 0.01% | 2.56% | $0.98 |
 KER.PA | 0.01% | 1.77% | $14 |
 SBLK | 0.01% | 1.46% | $1.82 |
 E | 0.01% | 4.2% | $1.46 |
 DNO.OL | 0.01% | 9.2% | $1 |
 AAPL | 0.01% | 0.37% | $0.97 |
 SAND.ST | 0.01% | 1.98% | $5.5 |
 AI.PA | 0.01% | 2.02% | $2.91 |
 TTE.PA | 0.01% | 5.89% | $3.06 |
 EPIA.ST | 0% | 1.82% | $3.8 |
 MSFT | 0% | 0.72% | $3 |
 VOLV-A.ST | 0% | 2.72% | $7.5 |
 CNH.US | 0% | 2.64% | $0.47 |
 0700.HK | 0% | 0.74% | $3.4 |
 MCD.RTH | 0% | 1.93% | $5.94 |
 META | 0% | 0.31% | $1 |
 GOOGL | 0% | 0.26% | $0.2 |
 GOOG | 0% | 0.26% | $0.2 |
 SCCO | 0% | -2.17% | $-3.76 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
JNJ | Pay Day | Dec 9, 2025 | $1.30 |
MSFT | Pay Day | Dec 11, 2025 | $0.91 |
DOW | Pay Day | Dec 12, 2025 | $0.35 |
 EWT | Pay Day | Dec 20, 2025 | $0.00 |
 INDA | Pay Day | Dec 20, 2025 | $0.00 |
 SMIN.US | Pay Day | Dec 20, 2025 | $0.00 |
 REMX | Pay Day | Dec 24, 2025 | $0.00 |
 CQQQ | Pay Day | Dec 27, 2025 | $0.00 |
 TAN | Pay Day | Dec 27, 2025 | $0.00 |
TTE.PA | Ex-Dividend | Dec 31, 2025 | $1.00 |
TTE.PA | Pay Day | Jan 5, 2026 | $1.00 |
Performance Metrics
Score 3.3/10
Beta
1.11
1.11
0
0.8
1.2
0
2
Sharpe Ratio
0.29
0.29
0
0.5
1
1.5
1.5
Sortino Ratio
0.48
0.48
0
1
2
3
3
Jensen's Alpha
-5.29
-5.29
-6
0
2
4.5
4.5
Omega Ratio
0.81
0.81
0
1
1.5
2.5
2.5
Treynor Ratio
0.55
0.55
0
0.75
1.25
2
2
Information Ratio
-0.25
-0.25
-1
0.3
0.6
1
1
Calmar Ratio
0.17
0.17
0
0.3
0.6
1
1
Beta
1.11
1.11
0
0.8
1.2
0
2
Sharpe Ratio
0.29
0.29
0
0.5
1
1.5
1.5
Sortino Ratio
0.48
0.48
0
1
2
3
3
Jensen's Alpha
-5.29
-5.29
-6
0
2
4.5
4.5
Omega Ratio
0.81
0.81
0
1
1.5
2.5
2.5
Treynor Ratio
0.55
0.55
0
0.75
1.25
2
2
Information Ratio
-0.25
-0.25
-1
0.3
0.6
1
1
Calmar Ratio
0.17
0.17
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
33.65
High:
INTC
3,820.75INTCLow:
SLG
-13,239.39SLGDetails
PEG Ratio
-57.49
High:INTC
3,806.39INTCLow:SLG
-13,236.23SLGDetails
Price/Book
11.3
High:
SMMT
72.83SMMTLow:
MCD.RTH
-37.28MCD.RTHDetails
Price/Sales
6.47
High:
QBTS
407.2QBTSLow:SMMT
-SMMTDetails
Price/CF
23.09
High:
PLTR
258.05PLTRLow:
ZIM
0.61ZIMDetails
Price/FCF
42.45
High:
GNL
941.66GNLLow:ZIM
1.1ZIMDetails
P/E Ratio
33.65
High:INTC
3,820.75INTCLow:SLG
-13,239.39SLGDetails
PEG Ratio
-57.49
High:INTC
3,806.39INTCLow:SLG
-13,236.23SLGDetails
Price/Book
11.3
High:SMMT
72.83SMMTLow:MCD.RTH
-37.28MCD.RTHDetails
Price/Sales
6.47
High:QBTS
407.2QBTSLow:SMMT
-SMMTDetails
Price/CF
23.09
High:PLTR
258.05PLTRLow:ZIM
0.61ZIMDetails
Price/FCF
42.45
High:GNL
941.66GNLLow:ZIM
1.1ZIMDetails
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 |