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+2.38%
This Month
+2.38%
Year To Date
+95.23%
2 Years
+171.4%
5 Years
+1244.9%
10 Years
+23.06%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies49.58%
- 💵 Cash8.42%
- 🧬 Health Technology6.73%
- 📊 ETFs5.57%
- 💻 Electronic Technology5.46%
- 🖥️ Technology Services4.58%
- 💰 Finance3.2%
- 💼 Commercial Services2.76%
- 🛍️ Retail Trade2.73%
- 🍞 Consumer Non Durables2.58%
- 💇♀️ Consumer Services1.82%
- 🧪 Process Industries1.62%
- 🏥 Health Services1.6%
- 🪨 Non Energy Minerals1.52%
- 🚚 Transportation1.19%
- 📡 Communications1.03%
- 🧩 Miscellaneous0.78%
- 🛠️ Producer Manufacturing0.74%
- 🏭 Industrial Services0.64%
- 🚗 Consumer Durables0.61%
- ⛏️ Energy Minerals0.43%
- 📦 Distribution Services0.41%
- ⚡ Utilities0.12%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency49.58%
- 🇺🇸 Nasdaq16.38%
- 🇺🇸 NYSE13.74%
- 🇬🇧 LSE9.95%
- 🇩🇪 FRA1.64%
- 🇭🇰 Hong Kong Exchanges1.14%
- 🇫🇮 Helsinki Stock Exchange1.11%
- 🇺🇸 Chicago Board Options Exchange0.96%
- 🇸🇪 Stockholm Stock Exchange0.56%
- 🇨🇭 SIX0.44%
- 🇩🇰 Copenhagen Stock Exchange0.12%
- 🇫🇷 Euronext Paris0.09%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States19.87%
- 🇬🇧 United Kingdom7.19%
- 🇨🇳 China3%
- 🇩🇪 Germany1.64%
- 🇫🇮 Finland1.11%
- 🇿🇦 South Africa0.84%
- 🇨🇭 Switzerland0.83%
- 🇮🇱 Israel0.75%
- 🇸🇪 Sweden0.63%
- 🇨🇦 Canada0.61%
- 🇰🇷 South Korea0.6%
- 🇰🇾 Cayman Islands0.59%
- 🇸🇬 Singapore0.51%
- 🇯🇵 Japan0.39%
- 🇭🇰 Hong Kong0.31%
- 🇮🇪 Ireland0.31%
- 🇩🇰 Denmark0.29%
- 🇳🇱 Netherlands0.28%
- 🇲🇽 Mexico0.27%
- 🇫🇷 France0.21%
- 🇧🇷 Brazil0.15%
- 🇱🇺 Luxembourg0.12%
- 🇦🇹 Austria0.09%
Dividends
Dividend Yield
0.57%
76 out of 185 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $NLY (11.8%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 VZ | 0.03% | 7% | $2.66 |
 VOW3.DE | 0.02% | 6.49% | $9.06 |
 NLY | 0.02% | 11.8% | $2.6 |
 KIE.L | 0.02% | 3.39% | $0.02 |
 PHP.L | 0.02% | 8.28% | $0.06 |
 OERL.ZU | 0.02% | 5.61% | $0.2 |
 2318.HK | 0.02% | 4.09% | $2.63 |
 RKT.L | 0.02% | 3.39% | $1.93 |
 NOKIA.HE | 0.02% | 2.58% | $0.13 |
 ERIC-A.ST | 0.02% | 3.36% | $2.7 |
 TAK | 0.01% | 3.7% | $0.56 |
 IAG.L | 0.01% | 2.07% | - |
 BAS.DE | 0.01% | 5.07% | $3.4 |
 VALE | 0.01% | 8.49% | $1.33 |
 BMY | 0.01% | 4.61% | $2.34 |
 TRIG.L | 0.01% | 10.95% | $0.07 |
 DEO | 0.01% | 4.58% | $3.99 |
 NRR.L | 0.01% | 9.54% | $0.07 |
 GRG.L | 0.01% | 4.23% | $0.6 |
 JMAT.L | 0.01% | 3.34% | $0.77 |
 VFC | 0.01% | 1.93% | $0.57 |
 PFE | 0.01% | 6.77% | $1.66 |
 DIS | 0.01% | 1.37% | $0.75 |
 MDT.US | 0.01% | 2.89% | $2.77 |
 SWK | 0.01% | 4.11% | $3.24 |
 BBOX.L | 0.01% | 4.88% | $0.07 |
 BABA | 0.01% | 0.62% | $0.98 |
 CVS | 0.01% | 3.36% | $2.54 |
 STZ | 0.01% | 2.51% | $3.68 |
 JUP.L | 0.01% | 2.38% | $0.1 |
 EZJ.L | 0.01% | 2.75% | $0.05 |
 BLND.L | 0.01% | 5.62% | $0.23 |
 ADM.L | 0.01% | 7.86% | $1.03 |
 JDW.L | 0.01% | 1.75% | - |
 NTRS | 0.01% | 2.16% | $3 |
 SWKS | 0.01% | 4.92% | $2.72 |
 TSN | 0.01% | 3.34% | $1.96 |
 IBM | 0.01% | 2.31% | $6.65 |
 SIRI | 0.01% | 5.36% | $0.1 |
 BAX | 0.01% | 2.68% | $1.16 |
 EMN | 0.01% | 5.05% | $3.22 |
 TPK.L | 0.01% | 2.08% | $0.18 |
 JD.US | 0.01% | 3.42% | $0.74 |
 NKE | 0% | 2.54% | $1.45 |
 VIPS | 0% | 2.68% | $0.41 |
 FIS | 0% | 2.67% | $1.76 |
 01177.HK | 0% | 1.37% | $0.05 |
 NESTE.HE | 0% | 1% | $1.2 |
 SMSN.L | 0% | 0.85% | $23.68 |
 CRDA.L | 0% | 4.11% | $1.09 |
 MMM | 0% | 1.87% | $5.21 |
 NVO | 0% | 2.03% | $0.98 |
 WTB.L | 0% | 3.52% | $0.97 |
 T | 0% | 4.77% | $1.11 |
 PKX | 0% | 2.31% | $1.56 |
 GLEN.L | 0% | 1.49% | $0.1 |
 BAYN.DE | 0% | 0.26% | $0.11 |
 FRES.L | 0% | 0.87% | $0.05 |
 BAB.L | 0% | 0.48% | $0.02 |
 PSKY | 0% | 1.73% | $0.2 |
 EL | 0% | 1.23% | $2.64 |
 META | 0% | 0.35% | $1 |
 MSFT | 0% | 0.77% | $3 |
 CGNX | 0% | 0.84% | $0.3 |
 0700.HK | 0% | 0.75% | $3.4 |
 ADS.DE | 0% | 1.32% | $0.7 |
 PLTK | 0% | 11.49% | $0.2 |
 SMT.L | 0% | 0.37% | $0.03 |
 AAPL | 0% | 0.42% | $0.97 |
 PYPL | 0% | 0.25% | - |
 GOOG | 0% | 0.26% | $0.2 |
 AIR.PA | 0% | 0.97% | $1.8 |
 ZBH | 0% | 1.11% | $0.96 |
 TMO | 0% | 0.28% | $1.48 |
 CE | 0% | 0.27% | $2.8 |
 NVDA | 0% | 0.02% | $0.02 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 6.9/10
Beta
1.33
1.33
0
0.8
1.2
0
2
Sharpe Ratio
0.61
0.61
0
0.5
1
1.5
1.5
Sortino Ratio
1.56
1.56
0
1
2
3
3
Jensen's Alpha
32.88
32.88
-2
0
2
33
33
Omega Ratio
1.6
1.6
0
1
1.5
2.5
2.5
Treynor Ratio
2.8
2.8
0
0.75
1.25
3
3
Information Ratio
0.46
0.46
0
0.3
0.6
1
1
Calmar Ratio
0.38
0.38
0
0.3
0.6
1
1
Beta
1.33
1.33
0
0.8
1.2
0
2
Sharpe Ratio
0.61
0.61
0
0.5
1
1.5
1.5
Sortino Ratio
1.56
1.56
0
1
2
3
3
Jensen's Alpha
32.88
32.88
-2
0
2
33
33
Omega Ratio
1.6
1.6
0
1
1.5
2.5
2.5
Treynor Ratio
2.8
2.8
0
0.75
1.25
3
3
Information Ratio
0.46
0.46
0
0.3
0.6
1
1
Calmar Ratio
0.38
0.38
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
34.02
High:
INTC
4,581.13INTCLow:OERL.ZU
-1,161.94OERL.ZUDetails
PEG Ratio
131.38
High:INTC
4,563.91INTCLow:OERL.ZU
-1,384.29OERL.ZUDetails
Price/Book
7.36
High:AAPL
49.43AAPLLow:
GH
-40.51GHDetails
Price/Sales
5.63
High:
KINVB.ST
1,714.92KINVB.STLow:VOW3.DE
0.15VOW3.DEDetails
Price/CF
21.53
High:
DDD
462.65DDDLow:2318.HK
1.242318.HKDetails
Price/FCF
41.31
High:
OCDO.L
2,021.77OCDO.LLow:2318.HK
1.382318.HKDetails
P/E Ratio
34.02
High:INTC
4,581.13INTCLow:OERL.ZU
-1,161.94OERL.ZUDetails
PEG Ratio
131.38
High:INTC
4,563.91INTCLow:OERL.ZU
-1,384.29OERL.ZUDetails
Price/Book
7.36
High:AAPL
49.43AAPLLow:GH
-40.51GHDetails
Price/Sales
5.63
High:KINVB.ST
1,714.92KINVB.STLow:VOW3.DE
0.15VOW3.DEDetails
Price/CF
21.53
High:DDD
462.65DDDLow:2318.HK
1.242318.HKDetails
Price/FCF
41.31
High:OCDO.L
2,021.77OCDO.LLow:2318.HK
1.382318.HKDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-78.8% | Jan 2018 | Mar 2021 | 38 |
-44.98% | May 2021 | Nov 2024 | 42 |
-29% | Apr 2015 | May 2017 | 25 |
-20.77% | Feb 2025 | Jul 2025 | 5 |
-19.7% | Oct 2025 | - | 4 |
-14.81% | Sep 2017 | Nov 2017 | 2 |
-14.8% | Jul 2017 | Aug 2017 | 1 |
-2.7% | Aug 2025 | Sep 2025 | 1 |
-0.11% | Feb 2015 | Mar 2015 | 1 |