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+2.17%
This Month
-13.57%
Year To Date
+50.97%
2 Years
+19.89%
5 Years
+1055.96%
10 Years
+20.03%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies35.75%
- 🧬 Health Technology11.8%
- 💵 Cash10.8%
- 💻 Electronic Technology8.38%
- 🖥️ Technology Services6.8%
- 📊 ETFs4.09%
- 🍞 Consumer Non Durables3.28%
- 💼 Commercial Services3.14%
- 🧩 Miscellaneous3.13%
- 🛍️ Retail Trade3.02%
- 💰 Finance2.96%
- 💇♀️ Consumer Services2.29%
- 🧪 Process Industries2.06%
- 🚚 Transportation1.51%
- 🏭 Industrial Services0.93%
- 🛠️ Producer Manufacturing0.87%
- 🚗 Consumer Durables0.69%
- 📡 Communications0.61%
- 🪨 Non Energy Minerals0.58%
- ⛏️ Energy Minerals0.56%
- 🏥 Health Services0.29%
- 📦 Distribution Services0.29%
- ⚡ Utilities0.15%
- ❓ Other0.11%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency35.75%
- 🇺🇸 Nasdaq22.65%
- 🇺🇸 NYSE15.17%
- 🇬🇧 LSE11.72%
- 🇩🇪 FRA2.17%
- 🇫🇮 Helsinki Stock Exchange2.1%
- 🇺🇸 Chicago Board Options Exchange1.14%
- 🇨🇭 SIX0.84%
- 🇸🇪 Stockholm Stock Exchange0.78%
- 🇭🇰 Hong Kong Exchanges0.6%
- 🇩🇰 Copenhagen Stock Exchange0.15%
- Regular Trading Hours - RTH0.11%
- 🇫🇷 Euronext Paris0.1%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States27.26%
- 🇬🇧 United Kingdom8.96%
- 🇨🇳 China2.31%
- 🇩🇪 Germany2.17%
- 🇫🇮 Finland2.1%
- 🇸🇪 Sweden1.08%
- 🇮🇱 Israel0.97%
- 🇨🇭 Switzerland0.87%
- 🇰🇷 South Korea0.85%
- 🇨🇦 Canada0.73%
- 🇳🇱 Netherlands0.64%
- 🇧🇷 Brazil0.6%
- 🇸🇬 Singapore0.53%
- 🇯🇵 Japan0.52%
- 🇩🇰 Denmark0.37%
- 🇭🇰 Hong Kong0.27%
- 🇮🇪 Ireland0.24%
- 🇦🇹 Austria0.24%
- 🇲🇽 Mexico0.23%
- 🇫🇷 France0.05%
Dividends
Dividend Yield
0.74%
73 out of 173 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $OERL.ZU (16.73%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 OERL.ZU | 0.1% | 16.73% | $0.2 |
 VZ | 0.03% | 5.75% | $2.66 |
 KIE.L | 0.03% | 3.03% | $0.02 |
 TRIG.L | 0.03% | 10.03% | $0.07 |
 NLY | 0.03% | 12.18% | $2.6 |
 VOW3.DE | 0.02% | 7.16% | $9.06 |
 RKT.L | 0.02% | 4.32% | $1.93 |
 DEO | 0.02% | 3.56% | $3.99 |
 PHP.L | 0.02% | 7.62% | $0.06 |
 NOKIA.HE | 0.02% | 1.57% | $0.13 |
 ERIC-A.ST | 0.02% | 3.07% | $2.7 |
 JUP.L | 0.02% | 6.27% | $0.1 |
 GRG.L | 0.02% | 3.85% | $0.6 |
 TAK | 0.02% | 3.43% | $0.56 |
 BAS.DE | 0.02% | 4.41% | $3.4 |
 NRR.L | 0.01% | 8.38% | $0.07 |
 IAG.L | 0.01% | 1.62% | - |
 SIRI | 0.01% | 3.77% | $0.1 |
 VFC | 0.01% | 2.52% | $0.57 |
 PFE | 0.01% | 6.32% | $1.66 |
 DIS | 0.01% | 1.45% | $0.75 |
 VALE | 0.01% | 6.64% | $1.33 |
 SWK | 0.01% | 3.39% | $3.24 |
 JMAT.L | 0.01% | 3.35% | $0.77 |
 BABA | 0.01% | 0.81% | $0.98 |
 BMY | 0.01% | 3.8% | $2.34 |
 CVS | 0.01% | 2.81% | $2.54 |
 STZ | 0.01% | 3.13% | $3.68 |
 EZJ.L | 0.01% | 1.97% | $0.05 |
 FIS.US | 0.01% | 4.1% | $1.76 |
 BLND.L | 0.01% | 5.42% | $0.23 |
 MDT.US | 0.01% | 3.13% | $2.77 |
 VIPS | 0.01% | 4.22% | $0.41 |
 FRES.L | 0.01% | 3.35% | $0.05 |
 NTRS | 0.01% | 1.69% | $3 |
 JDW.L | 0.01% | 1.49% | - |
 SWKS | 0.01% | 4.29% | $2.72 |
 TSN | 0.01% | 3.54% | $1.96 |
 IBM | 0.01% | 2.9% | $6.65 |
 EMN | 0.01% | 4.64% | $3.22 |
 JD.US | 0.01% | 3.42% | $0.74 |
 NKE | 0.01% | 4.07% | $1.45 |
 NVO | 0.01% | 2.69% | $0.98 |
 01177.HK | 0.01% | 2.09% | $0.05 |
 TPK.L | 0.01% | 1.89% | $0.18 |
 ADM.L | 0.01% | 4.13% | $1.03 |
 CRDA.L | 0% | 3.57% | $1.09 |
 ADS.DE | 0% | 1.81% | $0.7 |
 WTB.L | 0% | 3.91% | $0.97 |
 MMM | 0% | 1.68% | $5.21 |
 NESTE.HE | 0% | 0.65% | $1.2 |
 MSFT | 0% | 0.76% | $3 |
 PYPL | 0% | 0.7% | - |
 BAB.L | 0% | 0.66% | $0.02 |
 BAYN.DE | 0% | 0.23% | $0.11 |
 PSKY | 0% | 1.92% | $0.2 |
 BAX | 0% | 0.78% | $1.16 |
 SMSN.L | 0% | 0.33% | $23.68 |
 EL | 0% | 1.66% | $2.64 |
 0700.HK | 0% | 1.2% | $3.4 |
 META | 0% | 0.39% | $1 |
 PKX | 0% | 1.64% | $1.56 |
 CGNX | 0% | 0.53% | $0.3 |
 NVDA | 0% | 0.13% | $0.02 |
 SMT.L | 0% | 0.32% | $0.03 |
 AAPL | 0% | 0.34% | $0.97 |
 CRM | 0% | 0.88% | $0.4 |
 PLTK | 0% | 13.45% | $0.2 |
 GOOG | 0% | 0.25% | $0.2 |
 AIR.PA | 0% | 1.53% | $1.8 |
 ZBH | 0% | 0.97% | $0.96 |
 TMO | 0% | 0.31% | $1.48 |
 CE | 0% | 0.27% | $2.8 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 6.8/10
Beta
1.31
1.31
0
0.8
1.2
0
2
Sharpe Ratio
0.58
0.58
0
0.5
1
1.5
1.5
Sortino Ratio
1.49
1.49
0
1
2
3
3
Jensen's Alpha
31.02
31.02
-2
0
2
32
32
Omega Ratio
1.56
1.56
0
1
1.5
2.5
2.5
Treynor Ratio
2.74
2.74
0
0.75
1.25
3
3
Information Ratio
0.44
0.44
0
0.3
0.6
1
1
Calmar Ratio
0.35
0.35
0
0.3
0.6
1
1
Beta
1.31
1.31
0
0.8
1.2
0
2
Sharpe Ratio
0.58
0.58
0
0.5
1
1.5
1.5
Sortino Ratio
1.49
1.49
0
1
2
3
3
Jensen's Alpha
31.02
31.02
-2
0
2
32
32
Omega Ratio
1.56
1.56
0
1
1.5
2.5
2.5
Treynor Ratio
2.74
2.74
0
0.75
1.25
3
3
Information Ratio
0.44
0.44
0
0.3
0.6
1
1
Calmar Ratio
0.35
0.35
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
30.71
High:
TWLO
332.81TWLOLow:
BIDU
-5,065.95BIDUDetails
PEG Ratio
415.17
High:NOKIA.HE
10,817.84NOKIA.HELow:
FROG
-666.8FROGDetails
Price/Book
7.87
High:
PACB
204.72PACBLow:
GH
-116.25GHDetails
Price/Sales
6.55
High:
CRSP
1,248.92CRSPLow:VOW3.DE
0.11VOW3.DEDetails
Price/CF
21.41
High:
DDD
462.65DDDLow:
CHTR
1.7CHTRDetails
Price/FCF
44.15
High:
AMS.ZU
1,761.8AMS.ZULow:
CBG.L
1.94CBG.LDetails
P/E Ratio
30.71
High:TWLO
332.81TWLOLow:BIDU
-5,065.95BIDUDetails
PEG Ratio
415.17
High:NOKIA.HE
10,817.84NOKIA.HELow:FROG
-666.8FROGDetails
Price/Book
7.87
High:PACB
204.72PACBLow:GH
-116.25GHDetails
Price/Sales
6.55
High:CRSP
1,248.92CRSPLow:VOW3.DE
0.11VOW3.DEDetails
Price/CF
21.41
High:DDD
462.65DDDLow:CHTR
1.7CHTRDetails
Price/FCF
44.15
High:AMS.ZU
1,761.8AMS.ZULow:CBG.L
1.94CBG.LDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-78.8% | Jan 2018 | Mar 2021 | 38 |
-44.98% | May 2021 | Nov 2024 | 42 |
-32.19% | Oct 2025 | - | 11 |
-29% | Apr 2015 | May 2017 | 25 |
-20.77% | Feb 2025 | Jul 2025 | 5 |
-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 |