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-1.08%
This Month
+15.36%
Year To Date
+70.18%
2 Years
+76.04%
5 Years
+64.67%
10 Years
+7.3%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs45.98%
- 💵 Cash10.33%
- 💰 Finance8.22%
- 🚚 Transportation7.82%
- 🏭 Industrial Services4.39%
- 🪙 Cryptocurrencies3.79%
- 🧬 Health Technology2.62%
- 🖥️ Technology Services2.19%
- 🛠️ Producer Manufacturing2.06%
- 🛍️ Retail Trade1.26%
- 🧪 Process Industries1.19%
- 🍞 Consumer Non Durables1.09%
- 💻 Electronic Technology1.03%
- 🪨 Non Energy Minerals1.01%
- ⛏️ Energy Minerals0.91%
- ⚡ Utilities0.66%
- 💇♀️ Consumer Services0.65%
- 🚗 Consumer Durables0.51%
- 📦 Distribution Services0.34%
- 💼 Commercial Services0.3%
- 🏥 Health Services0.09%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE61.69%
- 🇺🇸 Nasdaq7.16%
- 🇬🇧 LSE6.08%
- 🌍 Digital Currency3.79%
- 🇳🇴 Oslo Stock Exchange2.32%
- 🇩🇪 FRA1.78%
- 🇳🇱 Euronext Amsterdam1.09%
- 🇩🇰 Copenhagen Stock Exchange0.7%
- 🇪🇸 Bolsa De Madrid0.67%
- 🇫🇷 Euronext Paris0.56%
- 🇭🇰 Hong Kong Exchanges0.26%
- 🇺🇸 Chicago Board Options Exchange0.04%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States19.4%
- 🇬🇧 United Kingdom4.79%
- 🇩🇪 Germany2.64%
- 🇳🇴 Norway2.32%
- 🇨🇦 Canada1.15%
- 🇳🇱 Netherlands1.09%
- 🇫🇷 France0.93%
- 🇩🇰 Denmark0.93%
- 🇨🇭 Switzerland0.74%
- 🇪🇸 Spain0.67%
- 🇬🇷 Greece0.48%
- 🇮🇱 Israel0.44%
- 🇦🇺 Australia0.31%
- 🇨🇳 China0.26%
- 🇮🇹 Italy0.17%
- 🇸🇪 Sweden0.04%
Dividends
Dividend Yield
1.95%
44 out of 91 instruments pay dividend.
7 dividend payments in the next 30 days.
Highest Dividend: $MPCC.OL (20.24%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 MPCC.OL | 0.38% | 20.24% | $5.9 |
 NLY | 0.34% | 13.03% | $2.6 |
 ET | 0.12% | 7.78% | $1.25 |
 AGNC | 0.09% | 14.26% | $1.44 |
 MPLX | 0.08% | 7.71% | $3.33 |
 MAERSKB.CO | 0.06% | 8.5% | $515 |
 STWD | 0.05% | 10.28% | $1.92 |
 MO | 0.05% | 6.4% | $3.92 |
 AKRBP.OL | 0.05% | 10.77% | $24.77 |
 EPR | 0.04% | 6.31% | $3.34 |
 EZJ.L | 0.04% | 2.49% | $0.05 |
 SBMO.NV | 0.04% | 4.01% | $0.77 |
 SLG | 0.04% | 5.95% | $3.17 |
 LOG.MC | 0.04% | 5.81% | $1.5 |
 VOW3.DE | 0.04% | 6.97% | $9.06 |
 GNL | 0.03% | 10.9% | $1.38 |
 LTC.US | 0.03% | 6.42% | $2.28 |
 KMI | 0.03% | 4.22% | $1.14 |
 IAG.L | 0.03% | 1.81% | - |
 LYB | 0.03% | 11.88% | $5.09 |
 O | 0.03% | 5.31% | $3.09 |
 BMO | 0.03% | 3.7% | $4.4 |
 CAT | 0.02% | 1.1% | $5.31 |
 ADC | 0.02% | 4.03% | $2.96 |
 WDS | 0.02% | 7.03% | $1.36 |
 SBLK | 0.02% | 4.49% | $1.82 |
 SCCO | 0.02% | 2.1% | $3.76 |
 STAG | 0.02% | 3.84% | $1.47 |
 WEC | 0.02% | 3.04% | $3.23 |
 DOW | 0.02% | 9.71% | $2.8 |
 AMGN | 0.02% | 3.1% | $8.76 |
 JNJ | 0.02% | 2.66% | $4.81 |
 MRK | 0.02% | 3.76% | $3.04 |
 ICL | 0.01% | 2.87% | $0.21 |
 IBM | 0.01% | 2.36% | $6.65 |
 E | 0.01% | 4.55% | $1.46 |
 GLEN.L | 0.01% | 2.13% | $0.1 |
 AI.PA | 0.01% | 1.9% | $2.91 |
 NVO | 0.01% | 2.21% | $0.98 |
 KER.PA | 0% | 1.85% | $14 |
 MSFT | 0% | 0.66% | $3 |
 PSKY | 0% | 1.18% | $0.2 |
 0700.HK | 0% | 0.71% | $3.4 |
 AAPL | 0% | 0.39% | $0.97 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
BMO | Ex-Dividend | Oct 30, 2025 | $1.18 |
AGNC | Ex-Dividend | Oct 31, 2025 | $0.12 |
O | Ex-Dividend | Oct 31, 2025 | $0.27 |
NLY | Pay Day | Oct 31, 2025 | $0.70 |
STAG | Ex-Dividend | Oct 31, 2025 | $0.12 |
ADC | Ex-Dividend | Oct 31, 2025 | $0.26 |
EPR | Ex-Dividend | Oct 31, 2025 | $0.30 |
AGNC | Pay Day | Nov 12, 2025 | $0.12 |
O | Pay Day | Nov 14, 2025 | $0.27 |
ADC | Pay Day | Nov 14, 2025 | $0.26 |
STAG | Pay Day | Nov 17, 2025 | $0.12 |
EPR | Pay Day | Nov 17, 2025 | $0.30 |
MSFT | Ex-Dividend | Nov 20, 2025 | $0.91 |
CAT | Pay Day | Nov 20, 2025 | $1.51 |
JNJ | Ex-Dividend | Nov 25, 2025 | $1.30 |
E | Ex-Dividend | Nov 25, 2025 | $0.58 |
BMO | Pay Day | Nov 26, 2025 | $1.18 |
DOW | Ex-Dividend | Nov 28, 2025 | $0.35 |
E | Pay Day | Dec 5, 2025 | $0.58 |
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 |
 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
0.3
0.3
0
0.5
1
1.5
1.5
Sortino Ratio
0.49
0.49
0
1
2
3
3
Jensen's Alpha
-5.08
-5.08
-6
0
2
4.5
4.5
Omega Ratio
0.83
0.83
0
1
1.5
2.5
2.5
Treynor Ratio
0.56
0.56
0
0.75
1.25
2
2
Information Ratio
-0.23
-0.23
-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
0.3
0.3
0
0.5
1
1.5
1.5
Sortino Ratio
0.49
0.49
0
1
2
3
3
Jensen's Alpha
-5.08
-5.08
-6
0
2
4.5
4.5
Omega Ratio
0.83
0.83
0
1
1.5
2.5
2.5
Treynor Ratio
0.56
0.56
0
0.75
1.25
2
2
Information Ratio
-0.23
-0.23
-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
28.32
High:
LYB
59.85LYBLow:
SLG
-8,340.32SLGDetails
PEG Ratio
288.93
High:
AAPL
27,104.01AAPLLow:SLG
-8,314.2SLGDetails
Price/Book
6.96
High:AAPL
59.18AAPLLow:
MO
-33.25MODetails
Price/Sales
4.25
High:
CRSP
169.27CRSPLow:
SPWRQ
-SPWRQDetails
Price/CF
16.74
High:
XYZ
34.86XYZLow:
WIZZ.L
1.71WIZZ.LDetails
Price/FCF
37.91
High:
GNL
941.66GNLLow:
SBMO.NV
2.91SBMO.NVDetails
P/E Ratio
28.32
High:LYB
59.85LYBLow:SLG
-8,340.32SLGDetails
PEG Ratio
288.93
High:AAPL
27,104.01AAPLLow:SLG
-8,314.2SLGDetails
Price/Book
6.96
High:AAPL
59.18AAPLLow:MO
-33.25MODetails
Price/Sales
4.25
High:CRSP
169.27CRSPLow:SPWRQ
-SPWRQDetails
Price/CF
16.74
High:XYZ
34.86XYZLow:WIZZ.L
1.71WIZZ.LDetails
Price/FCF
37.91
High:GNL
941.66GNLLow: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 |
-1.08% | Oct 2025 | - | 1 |
-0.63% | Mar 2021 | May 2021 | 2 |