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+3.6%
This Month
+40.5%
Year To Date
+149.24%
2 Years
+149.24%
5 Years
+149.24%
10 Years
+78.03%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash41.45%
- 📊 ETFs29.54%
- 🍞 Consumer Non Durables3.98%
- 💰 Finance3.43%
- 🏥 Health Services2.44%
- 🚗 Consumer Durables2.43%
- 🧬 Health Technology2.05%
- 🛠️ Producer Manufacturing1.78%
- 💇♀️ Consumer Services1.73%
- ⛏️ Energy Minerals1.7%
- 🧩 Miscellaneous1.58%
- 🖥️ Technology Services1.24%
- 💻 Electronic Technology0.16%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE31.67%
- 🇺🇸 Chicago Board Options Exchange8.26%
- 🇺🇸 Nasdaq3.28%
- 🇸🇪 Stockholm Stock Exchange2.42%
- 🇳🇱 Euronext Amsterdam1.78%
- 🇫🇷 Euronext Paris1.73%
- 🇨🇭 SIX1.7%
- 🇬🇧 LSE1.24%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States10.32%
- 🇳🇱 Netherlands2.53%
- 🇸🇪 Sweden2.42%
- 🇫🇷 France1.73%
- 🇨🇭 Switzerland1.7%
- 🇬🇧 United Kingdom1.24%
- 🇨🇳 China1.02%
Dividends
Dividend Yield
1.19%
15 out of 27 instruments pay dividend.
3 dividend payments in the next 30 days.
Highest Dividend: $SHB-A.ST (13.2%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 SHB-A.ST | 0.32% | 13.2% | $13 |
 LIGHT.NV | 0.14% | 7.94% | $1.55 |
 PFE | 0.13% | 6.24% | $1.66 |
 QFIN | 0.11% | 10.84% | $1.06 |
 SW.PA | 0.11% | 6.35% | $3.1 |
 STLA.US | 0.07% | 9.19% | $1.71 |
 NESN.ZU | 0.07% | 4.06% | $3 |
 UNH | 0.07% | 2.72% | $7.74 |
 PG | 0.07% | 2.85% | $3.83 |
 PSN.L | 0.06% | 5.18% | $0.6 |
 XOM | 0.05% | 2.73% | $3.76 |
 MSFT | 0.01% | 0.85% | $3 |
 AVGO | 0% | -0.62% | $-19.7 |
 QQQ | 0% | -0.43% | - |
 SPY | -0.01% | -1.04% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
PG | Ex-Dividend | Apr 24, 2026 | $1.09 |
LIGHT.NV | Ex-Dividend | Apr 30, 2026 | $1.87 |
LIGHT.NV | Pay Day | May 11, 2026 | $1.87 |
QFIN | Pay Day | May 14, 2026 | $0.78 |
PG | Pay Day | May 15, 2026 | $1.09 |
MSFT | Ex-Dividend | May 21, 2026 | $0.91 |
MSFT | Pay Day | Jun 11, 2026 | $0.91 |
PSN.L | Ex-Dividend | Jun 18, 2026 | $0.54 |
PSN.L | Pay Day | Jul 10, 2026 | $0.54 |
Performance Metrics
Score 8.3/10
Beta
-0.24
-0.24
-1
0.8
1.2
-1
2
Sharpe Ratio
1.42
1.42
0
0.5
1
2
2
Sortino Ratio
7.26
7.26
0
1
2
8
8
Jensen's Alpha
65.78
65.78
-2
0
2
66
66
Omega Ratio
3.11
3.11
0
1
1.5
4
4
Treynor Ratio
-17.46
-17.46
-18
0.75
1.25
2
2
Information Ratio
1.09
1.09
0
0.3
0.6
2
2
Calmar Ratio
10
10
0
0.3
0.6
10
10
Beta
-0.24
-0.24
-1
0.8
1.2
-1
2
Sharpe Ratio
1.42
1.42
0
0.5
1
2
2
Sortino Ratio
7.26
7.26
0
1
2
8
8
Jensen's Alpha
65.78
65.78
-2
0
2
66
66
Omega Ratio
3.11
3.11
0
1
1.5
4
4
Treynor Ratio
-17.46
-17.46
-18
0.75
1.25
2
2
Information Ratio
1.09
1.09
0
0.3
0.6
2
2
Calmar Ratio
10
10
0
0.3
0.6
10
10
Portfolio Valuation
Based on current positions
P/E Ratio
28.74
High:
TSLA
364.78TSLALow:
CRWD
-573.06CRWDDetails
PEG Ratio
188.29
High:PG
310.01PGLow:QFIN
42.07QFINDetails
Price/Book
4.68
High:
PLTR
47.39PLTRLow:STLA.US
0.4STLA.USDetails
Price/Sales
2.73
High:PLTR
84.18PLTRLow:STLA.US
0.14STLA.USDetails
Price/CF
17.62
High:PLTR
214.31PLTRLow:QFIN
1.63QFINDetails
Price/FCF
66.62
High:PSN.L
260.93PSN.LLow:STLA.US
8.29STLA.USDetails
P/E Ratio
28.74
High:TSLA
364.78TSLALow:CRWD
-573.06CRWDDetails
PEG Ratio
188.29
High:PG
310.01PGLow:QFIN
42.07QFINDetails
Price/Book
4.68
High:PLTR
47.39PLTRLow:STLA.US
0.4STLA.USDetails
Price/Sales
2.73
High:PLTR
84.18PLTRLow:STLA.US
0.14STLA.USDetails
Price/CF
17.62
High:PLTR
214.31PLTRLow:QFIN
1.63QFINDetails
Price/FCF
66.62
High:PSN.L
260.93PSN.LLow:STLA.US
8.29STLA.USDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-5.6% | Sep 2025 | Nov 2025 | 2 |
-5.19% | Feb 2025 | Apr 2025 | 2 |
-4.46% | Nov 2024 | Jan 2025 | 2 |
-3.18% | Jan 2026 | Feb 2026 | 1 |
-2.33% | Mar 2026 | Apr 2026 | 1 |