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-6.29%
This Month
+1.69%
Year To Date
+20.36%
2 Years
-17.38%
5 Years
+26.28%
10 Years
+4.27%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🌾 Commodities10.93%
- 💵 Cash8.85%
- 🚗 Consumer Durables8.23%
- 💻 Electronic Technology6.71%
- 📈 Indexes6.51%
- 🪙 Cryptocurrencies6.38%
- 🖥️ Technology Services6.16%
- 💰 Finance5.99%
- 🚚 Transportation5.5%
- 🧬 Health Technology2.45%
- 🛍️ Retail Trade1.97%
- 🪨 Non Energy Minerals1.2%
- 💇♀️ Consumer Services1.07%
- 💼 Commercial Services1.02%
- 🍞 Consumer Non Durables0.78%
- 📡 Communications0.71%
- 🛠️ Producer Manufacturing0.68%
- ⚡ Utilities0.49%
- ⛏️ Energy Minerals0.38%
- 🏥 Health Services0.07%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq21.6%
- 🇺🇸 NYSE13.83%
- 🌍 Commodity10.93%
- 🌍 CFD6.51%
- 🌍 Digital Currency6.38%
- 🇮🇹 Borsa Italiana4.06%
- 🇳🇴 Oslo Stock Exchange2.83%
- 🇩🇪 FRA0.87%
- 🇬🇧 LSE0.23%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States29.14%
- 🇮🇹 Italy2.73%
- 🇸🇬 Singapore2.29%
- 🇮🇱 Israel1.74%
- 🇨🇳 China1.45%
- 🇳🇱 Netherlands1.33%
- 🇧🇷 Brazil1.2%
- 🇩🇪 Germany1.02%
- 🇳🇴 Norway0.95%
- 🇨🇦 Canada0.92%
- 🇬🇧 United Kingdom0.58%
- 🇲🇹 Malta0.05%
- 🇷🇺 Russia0.03%
Dividends
Dividend Yield
1.3%
31 out of 69 instruments pay dividend.
4 dividend payments in the next 30 days.
Highest Dividend: $RIVER.OL (639.53%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 RIVER.OL | 0.32% | 639.53% | - |
 BWLPG.OL | 0.15% | 8.46% | $37.72 |
 STLAM.MI | 0.12% | 9.25% | $1.55 |
 O | 0.1% | 4.98% | $3.09 |
 VALE | 0.09% | 7.16% | $1.33 |
 SOMA.OL | 0.07% | 7.53% | - |
 BGN.MI | 0.07% | 5.09% | $2.2 |
 TWO | 0.06% | 12.82% | $1.8 |
 ZIM | 0.05% | 7.5% | $0.23 |
 MFEB.MI | 0.04% | 5.56% | $0.25 |
 STAG | 0.04% | 3.77% | $1.47 |
 PFE | 0.04% | 6.24% | $1.66 |
 IBM | 0.03% | 2.64% | $6.65 |
 RY | 0.02% | 2.54% | $4.03 |
 HFD.L | 0.01% | 6.29% | $0.1 |
 HLAG.DE | 0.01% | 2.51% | $9.25 |
 UN0.DE | 0.01% | 1.78% | - |
 KO | 0.01% | 2.73% | $1.89 |
 DVN | 0.01% | 2.15% | $2.05 |
 WMT | 0.01% | 0.77% | $0.81 |
 CSCO | 0.01% | 1.88% | $1.58 |
 META | 0.01% | 0.31% | $1 |
 JNJ | 0.01% | 2.25% | $4.81 |
 MSFT | 0.01% | 0.85% | $3 |
 PG | 0.01% | 2.85% | $3.83 |
 AZN | 0.01% | 1.59% | $1.42 |
 EXPI | 0% | 2.98% | $0.2 |
 AAPL | 0% | 0.38% | $0.97 |
 BABA | 0% | 0.73% | $0.98 |
 MBT | 0% | 4.44% | - |
 NVDA | 0% | 0.02% | $0.02 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
O | Ex-Dividend | Apr 30, 2026 | $0.27 |
WMT | Ex-Dividend | May 8, 2026 | $0.25 |
PG | Pay Day | May 15, 2026 | $1.09 |
O | Pay Day | May 15, 2026 | $0.27 |
BGN.MI | Ex-Dividend | May 18, 2026 | $2.62 |
BGN.MI | Pay Day | May 20, 2026 | $2.62 |
MSFT | Ex-Dividend | May 21, 2026 | $0.91 |
RY | Pay Day | May 22, 2026 | $1.20 |
JNJ | Ex-Dividend | May 26, 2026 | $1.34 |
WMT | Pay Day | May 26, 2026 | $0.25 |
JNJ | Pay Day | Jun 9, 2026 | $1.34 |
MSFT | Pay Day | Jun 11, 2026 | $0.91 |
Performance Metrics
Score 2.9/10
Beta
1.54
1.54
0
0.8
1.2
0
2
Sharpe Ratio
0.24
0.24
0
0.5
1
1.5
1.5
Sortino Ratio
0.36
0.36
0
1
2
3
3
Jensen's Alpha
-9.55
-9.55
-10
0
2
4.5
4.5
Omega Ratio
0.89
0.89
0
1
1.5
2.5
2.5
Treynor Ratio
0.44
0.44
0
0.75
1.25
2
2
Information Ratio
-0.14
-0.14
-1
0.3
0.6
1
1
Calmar Ratio
0.08
0.08
0
0.3
0.6
1
1
Beta
1.54
1.54
0
0.8
1.2
0
2
Sharpe Ratio
0.24
0.24
0
0.5
1
1.5
1.5
Sortino Ratio
0.36
0.36
0
1
2
3
3
Jensen's Alpha
-9.55
-9.55
-10
0
2
4.5
4.5
Omega Ratio
0.89
0.89
0
1
1.5
2.5
2.5
Treynor Ratio
0.44
0.44
0
0.75
1.25
2
2
Information Ratio
-0.14
-0.14
-1
0.3
0.6
1
1
Calmar Ratio
0.08
0.08
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
48.6
High:
TSLA
364.78TSLALow:
INTC
-836.39INTCDetails
PEG Ratio
2.29
High:
UBER
561.2UBERLow:
FROG
-5,563.03FROGDetails
Price/Book
13.04
High:
PLTR
47.39PLTRLow:
NVAX
-11.03NVAXDetails
Price/Sales
9.19
High:
ARBE
89.7ARBELow:
BIGGQ
-BIGGQDetails
Price/CF
33.14
High:PLTR
214.31PLTRLow:ZIM
1.32ZIMDetails
Price/FCF
63.44
High:BABA
1,196.17BABALow:ZIM
2.21ZIMDetails
P/E Ratio
48.6
High:TSLA
364.78TSLALow:INTC
-836.39INTCDetails
PEG Ratio
2.29
High:UBER
561.2UBERLow:FROG
-5,563.03FROGDetails
Price/Book
13.04
High:PLTR
47.39PLTRLow:NVAX
-11.03NVAXDetails
Price/Sales
9.19
High:ARBE
89.7ARBELow:BIGGQ
-BIGGQDetails
Price/CF
33.14
High:PLTR
214.31PLTRLow:ZIM
1.32ZIMDetails
Price/FCF
63.44
High:BABA
1,196.17BABALow:ZIM
2.21ZIMDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-64.39% | Sep 2021 | - | 56 |
-7.15% | Sep 2020 | Nov 2020 | 2 |
-5.24% | Mar 2021 | May 2021 | 2 |
-3.06% | Jun 2021 | Aug 2021 | 2 |