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-0.13%
Today
+5.44%
This Month
+16.68%
Year To Date
+40.17%
2 Years
+32.84%
5 Years
+7.29%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash31.23%
- 💻 Electronic Technology13.53%
- 🪙 Cryptocurrencies11.72%
- 🖥️ Technology Services8.78%
- 🚗 Consumer Durables5.82%
- 💰 Finance4.99%
- 📈 Indexes4.3%
- 🚚 Transportation2.92%
- 🧬 Health Technology2.11%
- 🛍️ Retail Trade1.54%
- ⚡ Utilities1.45%
- 🍞 Consumer Non Durables0.96%
- 🪨 Non Energy Minerals0.63%
- 💇♀️ Consumer Services0.43%
- 📡 Communications0.41%
- ⛏️ Energy Minerals0.26%
- 💼 Commercial Services0.23%
- 🛠️ Producer Manufacturing0.22%
- 🧪 Process Industries0.15%
- 🏥 Health Services0.1%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq25.83%
- 🌍 Digital Currency11.72%
- 🇺🇸 NYSE9.89%
- 🇮🇹 Borsa Italiana4.85%
- 🌍 CFD4.3%
- 🇳🇴 Oslo Stock Exchange2.91%
- 🇩🇪 FRA0.79%
- 🇬🇧 LSE0.22%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States30.24%
- 🇮🇹 Italy4.43%
- 🇸🇬 Singapore2.05%
- 🇨🇳 China2.04%
- 🇮🇱 Israel0.98%
- 🇧🇲 Bermuda0.92%
- 🇩🇪 Germany0.87%
- 🇲🇹 Malta0.76%
- 🇨🇦 Canada0.72%
- 🇧🇷 Brazil0.63%
- 🇬🇧 United Kingdom0.44%
- 🇳🇱 Netherlands0.42%
- 🇷🇺 Russia0.02%
Dividends
Dividend Yield
7.39%
34 out of 86 instruments pay dividend.
5 dividend payments in the next 30 days.
Highest Dividend: $AGAS.OL (10435.34%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 AGAS.OL | 5.99% | 10435.34% | - |
 RIVER.OL | 0.27% | 35.55% | - |
 ZIM | 0.19% | 49.58% | $0.23 |
 BWLPG.OL | 0.17% | 13.57% | $37.72 |
 O | 0.09% | 5.65% | $3.09 |
 GOGL.OL | 0.09% | 10.12% | $8.68 |
 SIGA | 0.08% | 9.8% | $0.6 |
 TWO | 0.07% | 17.54% | $1.8 |
 ENEL.MI | 0.06% | 6.09% | $0.43 |
 BGN.MI | 0.06% | 5.93% | $2.2 |
 VALE | 0.05% | 7.38% | $1.33 |
 STLAM.MI | 0.04% | 8.45% | $1.55 |
 STAG | 0.03% | 4.17% | $1.47 |
 PFE | 0.03% | 7.05% | $1.66 |
 HLAG.DE | 0.02% | 6.49% | $9.25 |
 IBM | 0.02% | 2.35% | $6.65 |
 LDO.MI | 0.02% | 1.07% | $0.28 |
 RY | 0.02% | 3.21% | $4.03 |
 HFD.L | 0.01% | 6.17% | $0.1 |
 DVN | 0.01% | 3.52% | $2.05 |
 INTC | 0.01% | 2.15% | $0.5 |
 KO | 0.01% | 2.88% | $1.89 |
 CSCO | 0.01% | 2.37% | $1.58 |
 WMT | 0.01% | 0.98% | $0.81 |
 META | 0.01% | 0.29% | $1 |
 JNJ | 0.01% | 3.09% | $4.81 |
 MSFT | 0.01% | 0.65% | $3 |
 PG | 0.01% | 2.66% | $3.83 |
 AZN | 0% | 2.21% | $1.42 |
 EXPI | 0% | 2% | $0.2 |
 AAPL | 0% | 0.48% | $0.97 |
 BABA | 0% | 0.86% | $0.98 |
 MBT | 0% | 4.44% | - |
 NVDA | 0% | 0.02% | $0.02 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
CSCO | Pay Day | Jul 23, 2025 | $0.41 |
ENEL.MI | Pay Day | Jul 23, 2025 | $0.28 |
RY | Ex-Dividend | Jul 24, 2025 | $1.11 |
PFE | Ex-Dividend | Jul 25, 2025 | $0.43 |
STAG | Ex-Dividend | Jul 31, 2025 | $0.12 |
O | Ex-Dividend | Aug 1, 2025 | $0.27 |
HFD.L | Ex-Dividend | Aug 7, 2025 | $0.08 |
PG | Pay Day | Aug 15, 2025 | $1.06 |
WMT | Ex-Dividend | Aug 15, 2025 | $0.24 |
O | Pay Day | Aug 15, 2025 | $0.27 |
STAG | Pay Day | Aug 15, 2025 | $0.12 |
MSFT | Ex-Dividend | Aug 21, 2025 | $0.83 |
RY | Pay Day | Aug 22, 2025 | $1.11 |
JNJ | Ex-Dividend | Aug 26, 2025 | $1.30 |
PFE | Pay Day | Sep 2, 2025 | $0.43 |
WMT | Pay Day | Sep 2, 2025 | $0.24 |
JNJ | Pay Day | Sep 9, 2025 | $1.30 |
MSFT | Pay Day | Sep 11, 2025 | $0.83 |
HFD.L | Pay Day | Sep 12, 2025 | $0.08 |
KO | Ex-Dividend | Sep 15, 2025 | $0.51 |
KO | Pay Day | Oct 1, 2025 | $0.51 |
BGN.MI | Ex-Dividend | Feb 23, 2026 | $0.70 |
BGN.MI | Pay Day | Feb 25, 2026 | $0.70 |
Performance Metrics
Score 3/10
Beta
1.65
1.65
0
0.8
1.2
0
2
Sharpe Ratio
0.26
0.26
0
0.5
1
1.5
1.5
Sortino Ratio
0.4
0.4
0
1
2
3
3
Jensen's Alpha
-10.7
-10.7
-11
0
2
4.5
4.5
Omega Ratio
0.91
0.91
0
1
1.5
2.5
2.5
Treynor Ratio
0.48
0.48
0
0.75
1.25
2
2
Information Ratio
-0.12
-0.12
-1
0.3
0.6
1
1
Calmar Ratio
0.09
0.09
0
0.3
0.6
1
1
Beta
1.65
1.65
0
0.8
1.2
0
2
Sharpe Ratio
0.26
0.26
0
0.5
1
1.5
1.5
Sortino Ratio
0.4
0.4
0
1
2
3
3
Jensen's Alpha
-10.7
-10.7
-11
0
2
4.5
4.5
Omega Ratio
0.91
0.91
0
1
1.5
2.5
2.5
Treynor Ratio
0.48
0.48
0
0.75
1.25
2
2
Information Ratio
-0.12
-0.12
-1
0.3
0.6
1
1
Calmar Ratio
0.09
0.09
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
47.88
High:
PLTR
662.84PLTRLow:
UN0.DE
-194.6UN0.DEDetails
PEG Ratio
366.71
High:
KO
10,007.14KOLow:
FCEL
-318.58FCELDetails
Price/Book
13.63
High:PLTR
66.03PLTRLow:
IRBT
-186.74IRBTDetails
Price/Sales
9.53
High:PLTR
124.39PLTRLow:
NBEVQ
0NBEVQDetails
Price/CF
26.82
High:
DDD
462.65DDDLow:
ZIM
0.46ZIMDetails
Price/FCF
46.55
High:
VALE
565.82VALELow:ZIM
0.6ZIMDetails
P/E Ratio
47.88
High:PLTR
662.84PLTRLow:UN0.DE
-194.6UN0.DEDetails
PEG Ratio
366.71
High:KO
10,007.14KOLow:FCEL
-318.58FCELDetails
Price/Book
13.63
High:PLTR
66.03PLTRLow:IRBT
-186.74IRBTDetails
Price/Sales
9.53
High:PLTR
124.39PLTRLow:NBEVQ
0NBEVQDetails
Price/CF
26.82
High:DDD
462.65DDDLow:ZIM
0.46ZIMDetails
Price/FCF
46.55
High:VALE
565.82VALELow:ZIM
0.6ZIMDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-64.39% | Sep 2021 | - | 47 |
-7.15% | Sep 2020 | Nov 2020 | 2 |
-5.24% | Mar 2021 | May 2021 | 2 |
-3.06% | Jun 2021 | Aug 2021 | 2 |