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-1.77%
Today
+0.15%
This Month
+7.2%
Year To Date
+36.11%
2 Years
+29.21%
5 Years
+5.53%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash29.89%
- 💻 Electronic Technology13.61%
- 🪙 Cryptocurrencies9.73%
- 🖥️ Technology Services8.24%
- 🚗 Consumer Durables5.74%
- 💰 Finance5.3%
- 🪨 Non Energy Minerals3.28%
- 📈 Indexes3.19%
- 🚚 Transportation3.03%
- 🧬 Health Technology2.16%
- 🛍️ Retail Trade1.84%
- ⚡ Utilities1.64%
- 🛠️ Producer Manufacturing1.26%
- 🍞 Consumer Non Durables1.04%
- 💇♀️ Consumer Services0.47%
- 📡 Communications0.42%
- ⛏️ Energy Minerals0.27%
- 🧪 Process Industries0.17%
- 💼 Commercial Services0.14%
- 🏥 Health Services0.09%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq29.17%
- 🇺🇸 NYSE9.83%
- 🌍 Digital Currency9.73%
- 🇮🇹 Borsa Italiana5.6%
- 🌍 CFD3.19%
- 🇳🇴 Oslo Stock Exchange2.85%
- 🇩🇪 FRA0.96%
- 🇬🇧 LSE0.3%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States33.57%
- 🇮🇹 Italy5.12%
- 🇨🇳 China1.94%
- 🇸🇬 Singapore1.76%
- 🇮🇱 Israel1.19%
- 🇩🇪 Germany1.02%
- 🇧🇲 Bermuda0.97%
- 🇲🇹 Malta0.74%
- 🇨🇦 Canada0.71%
- 🇧🇷 Brazil0.64%
- 🇬🇧 United Kingdom0.54%
- 🇳🇱 Netherlands0.48%
- 🇷🇺 Russia0.03%
Dividends
Dividend Yield
8.07%
34 out of 88 instruments pay dividend.
12 dividend payments in the next 30 days.
Highest Dividend: $AGAS.OL (6639.4%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 AGAS.OL | 6.57% | 6639.4% | - |
 RIVER.OL | 0.29% | 39.37% | - |
 ZIM | 0.21% | 45.12% | $0.23 |
 BWLPG.OL | 0.18% | 16.09% | $37.72 |
 O | 0.1% | 5.69% | $3.09 |
 GOGL.OL | 0.09% | 10.85% | $8.68 |
 TWO | 0.07% | 16.96% | $1.8 |
 SIGA | 0.07% | 9.8% | $0.6 |
 ENEL.MI | 0.07% | 5.87% | $0.43 |
 BGN.MI | 0.06% | 5.35% | $2.2 |
 VALE | 0.05% | 7.83% | $1.33 |
 STLAM.MI | 0.04% | 7.92% | $1.55 |
 STAG | 0.04% | 4.11% | $1.47 |
 PFE | 0.03% | 7.35% | $1.66 |
 HLAG.DE | 0.03% | 5.7% | $9.25 |
 IBM | 0.03% | 2.52% | $6.65 |
 LDO.MI | 0.02% | 0.96% | $0.28 |
 RY | 0.02% | 3.3% | $4.03 |
 HFD.L | 0.01% | 4.69% | $0.1 |
 DVN | 0.01% | 3.6% | $2.05 |
 INTC | 0.01% | 2.48% | $0.5 |
 KO | 0.01% | 2.81% | $1.89 |
 CSCO | 0.01% | 2.51% | $1.58 |
 WMT | 0.01% | 0.96% | $0.81 |
 META | 0.01% | 0.3% | $1 |
 JNJ | 0.01% | 3.28% | $4.81 |
 MSFT | 0.01% | 0.69% | $3 |
 PG | 0.01% | 2.51% | $3.83 |
 AZN | 0.01% | 2.1% | $1.42 |
 EXPI | 0% | 2.28% | $0.2 |
 AAPL | 0% | 0.5% | $0.97 |
 BABA | 0% | 0.86% | $0.98 |
 MBT | 0% | 4.44% | - |
 NVDA | 0% | 0.03% | $0.02 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
ZIM | Pay Day | Jun 9, 2025 | $0.74 |
IBM | Pay Day | Jun 10, 2025 | $1.68 |
JNJ | Pay Day | Jun 10, 2025 | $1.30 |
NVDA | Ex-Dividend | Jun 11, 2025 | $0.01 |
MSFT | Pay Day | Jun 12, 2025 | $0.83 |
BABA | Ex-Dividend | Jun 12, 2025 | $0.95 |
BWLPG.OL | Pay Day | Jun 12, 2025 | $0.28 |
KO | Ex-Dividend | Jun 13, 2025 | $0.51 |
PFE | Pay Day | Jun 13, 2025 | $0.43 |
DVN | Ex-Dividend | Jun 13, 2025 | $0.24 |
O | Pay Day | Jun 13, 2025 | $0.27 |
META | Ex-Dividend | Jun 16, 2025 | $0.52 |
LDO.MI | Ex-Dividend | Jun 23, 2025 | $0.56 |
LDO.MI | Pay Day | Jun 25, 2025 | $0.56 |
META | Pay Day | Jun 26, 2025 | $0.52 |
DVN | Pay Day | Jun 30, 2025 | $0.24 |
STAG | Ex-Dividend | Jun 30, 2025 | $0.12 |
KO | Pay Day | Jul 1, 2025 | $0.51 |
CSCO | Ex-Dividend | Jul 3, 2025 | $0.41 |
NVDA | Pay Day | Jul 3, 2025 | $0.01 |
BABA | Pay Day | Jul 10, 2025 | $0.95 |
STAG | Pay Day | Jul 15, 2025 | $0.12 |
ENEL.MI | Ex-Dividend | Jul 21, 2025 | $0.28 |
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 |
WMT | Ex-Dividend | Aug 15, 2025 | $0.24 |
RY | Pay Day | Aug 22, 2025 | $1.11 |
WMT | Pay Day | Sep 2, 2025 | $0.24 |
BGN.MI | Ex-Dividend | Feb 23, 2026 | $0.70 |
BGN.MI | Pay Day | Feb 25, 2026 | $0.70 |
Performance Metrics
Score 2.9/10
Beta
1.66
1.66
0
0.8
1.2
0
2
Sharpe Ratio
0.25
0.25
0
0.5
1
1.5
1.5
Sortino Ratio
0.38
0.38
0
1
2
3
3
Jensen's Alpha
-10.16
-10.16
-11
0
2
4.5
4.5
Omega Ratio
0.92
0.92
0
1
1.5
2.5
2.5
Treynor Ratio
0.45
0.45
0
0.75
1.25
2
2
Information Ratio
-0.1
-0.1
-1
0.3
0.6
1
1
Calmar Ratio
0.08
0.08
0
0.3
0.6
1
1
Beta
1.66
1.66
0
0.8
1.2
0
2
Sharpe Ratio
0.25
0.25
0
0.5
1
1.5
1.5
Sortino Ratio
0.38
0.38
0
1
2
3
3
Jensen's Alpha
-10.16
-10.16
-11
0
2
4.5
4.5
Omega Ratio
0.92
0.92
0
1
1.5
2.5
2.5
Treynor Ratio
0.45
0.45
0
0.75
1.25
2
2
Information Ratio
-0.1
-0.1
-1
0.3
0.6
1
1
Calmar Ratio
0.08
0.08
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
43.58
High:
PLTR
567.73PLTRLow:
UN0.DE
-209.53UN0.DEDetails
PEG Ratio
321.26
High:
KO
10,196.22KOLow:
ENVX
-324.58ENVXDetails
Price/Book
11.38
High:PLTR
56.56PLTRLow:
NIO
-144.34NIODetails
Price/Sales
8.21
High:PLTR
106.55PLTRLow:
NBEVQ
0NBEVQDetails
Price/CF
26.22
High:
DDD
462.65DDDLow:
ZIM
0.46ZIMDetails
Price/FCF
47.56
High:
VALE
565.82VALELow:ZIM
0.6ZIMDetails
P/E Ratio
43.58
High:PLTR
567.73PLTRLow:UN0.DE
-209.53UN0.DEDetails
PEG Ratio
321.26
High:KO
10,196.22KOLow:ENVX
-324.58ENVXDetails
Price/Book
11.38
High:PLTR
56.56PLTRLow:NIO
-144.34NIODetails
Price/Sales
8.21
High:PLTR
106.55PLTRLow:NBEVQ
0NBEVQDetails
Price/CF
26.22
High:DDD
462.65DDDLow:ZIM
0.46ZIMDetails
Price/FCF
47.56
High:VALE
565.82VALELow:ZIM
0.6ZIMDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-64.39% | Sep 2021 | - | 46 |
-7.15% | Sep 2020 | Nov 2020 | 2 |
-5.24% | Mar 2021 | May 2021 | 2 |
-3.06% | Jun 2021 | Aug 2021 | 2 |