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-2.05%
This Month
+8.61%
Year To Date
+87.06%
2 Years
+306.92%
5 Years
+1121.73%
10 Years
+23.46%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies51.29%
- 💵 Cash12.94%
- 🧬 Health Technology6.02%
- 💻 Electronic Technology4.87%
- 🖥️ Technology Services4.72%
- 📊 ETFs3.58%
- 💰 Finance3.3%
- 💼 Commercial Services2.91%
- 🛍️ Retail Trade2.61%
- 🍞 Consumer Non Durables2.47%
- 💇♀️ Consumer Services1.81%
- 🧪 Process Industries1.59%
- 🏥 Health Services1.43%
- 🪨 Non Energy Minerals1.21%
- 🚚 Transportation1.19%
- 📡 Communications1.07%
- 🧩 Miscellaneous0.68%
- 🛠️ Producer Manufacturing0.68%
- 🚗 Consumer Durables0.63%
- 🏭 Industrial Services0.63%
- ⛏️ Energy Minerals0.38%
- 📦 Distribution Services0.34%
- ⚡ Utilities0.13%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency51.29%
- 🇺🇸 Nasdaq15.78%
- 🇺🇸 NYSE13.37%
- 🇬🇧 LSE7.26%
- 🇩🇪 FRA1.55%
- 🇭🇰 Hong Kong Exchanges1.14%
- 🇫🇮 Helsinki Stock Exchange1.03%
- 🇺🇸 Chicago Board Options Exchange0.93%
- 🇸🇪 Stockholm Stock Exchange0.59%
- 🇨🇭 SIX0.4%
- 🇩🇰 Copenhagen Stock Exchange0.13%
- 🇫🇷 Euronext Paris0.09%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States19.31%
- 🇬🇧 United Kingdom6.69%
- 🇨🇳 China2.84%
- 🇩🇪 Germany1.55%
- 🇫🇮 Finland1.03%
- 🇨🇭 Switzerland0.78%
- 🇨🇦 Canada0.68%
- 🇮🇱 Israel0.67%
- 🇸🇪 Sweden0.66%
- 🇿🇦 South Africa0.64%
- 🇰🇾 Cayman Islands0.61%
- 🇸🇬 Singapore0.54%
- 🇰🇷 South Korea0.44%
- 🇯🇵 Japan0.34%
- 🇭🇰 Hong Kong0.32%
- 🇮🇪 Ireland0.31%
- 🇩🇰 Denmark0.27%
- 🇳🇱 Netherlands0.24%
- 🇫🇷 France0.23%
- 🇲🇽 Mexico0.19%
- 🇱🇺 Luxembourg0.14%
- 🇧🇷 Brazil0.12%
- 🇦🇹 Austria0.08%
Dividends
Dividend Yield
0.54%
76 out of 181 instruments pay dividend.
2 dividend payments in the next 30 days.
Highest Dividend: $NLY (12.63%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 VZ | 0.03% | 6.69% | $2.66 |
 VOW3.DE | 0.02% | 5.88% | $9.06 |
 NLY | 0.02% | 12.63% | $2.6 |
 KIE.L | 0.02% | 3.36% | $0.02 |
 OERL.ZU | 0.02% | 6.25% | $0.2 |
 RKT.L | 0.02% | 3.44% | $1.93 |
 2318.HK | 0.02% | 4.4% | $2.63 |
 NOKIA.HE | 0.02% | 2.66% | $0.13 |
 PHP.L | 0.02% | 7.58% | $0.06 |
 ERIC-A.ST | 0.02% | 3.19% | $2.7 |
 TAK | 0.01% | 4.17% | $0.56 |
 IAG.L | 0.01% | 2.11% | - |
 BAS.DE | 0.01% | 5.03% | $3.4 |
 VALE | 0.01% | 10.01% | $1.33 |
 BMY | 0.01% | 4.75% | $2.34 |
 TRIG.L | 0.01% | 10.93% | $0.07 |
 DEO | 0.01% | 4.57% | $3.99 |
 NRR.L | 0.01% | 9.78% | $0.07 |
 JMAT.L | 0.01% | 3.79% | $0.77 |
 VFC | 0.01% | 1.83% | $0.57 |
 PFE | 0.01% | 6.65% | $1.66 |
 MDT.US | 0.01% | 2.83% | $2.77 |
 SWK | 0.01% | 4.36% | $3.24 |
 BBOX.L | 0.01% | 5.54% | $0.07 |
 BABA | 0.01% | 0.66% | $0.98 |
 CVS | 0.01% | 3.35% | $2.54 |
 GRG.L | 0.01% | 4.23% | $0.6 |
 STZ | 0.01% | 2.76% | $3.68 |
 JUP.L | 0.01% | 2.87% | $0.1 |
 EZJ.L | 0.01% | 2.71% | $0.05 |
 BLND.L | 0.01% | 5.99% | $0.23 |
 DIS | 0.01% | 0.9% | $0.75 |
 ADM.L | 0.01% | 7.65% | $1.03 |
 JDW.L | 0.01% | 1.7% | - |
 NTRS | 0.01% | 2.24% | $3 |
 SWKS | 0.01% | 4.21% | $2.72 |
 TSN | 0.01% | 3.37% | $1.96 |
 IBM | 0.01% | 2.17% | $6.65 |
 SIRI | 0.01% | 4.97% | $0.1 |
 EMN | 0.01% | 5.11% | $3.22 |
 TPK.L | 0% | 2.23% | $0.18 |
 JD.US | 0% | 3.33% | $0.74 |
 VIPS | 0% | 2.29% | $0.41 |
 NKE | 0% | 2.39% | $1.45 |
 FIS | 0% | 2.38% | $1.76 |
 01177.HK | 0% | 1.32% | $0.05 |
 NESTE.HE | 0% | 1.09% | $1.2 |
 SMSN.L | 0% | 1.21% | $23.68 |
 CRDA.L | 0% | 4.1% | $1.09 |
 MMM | 0% | 1.73% | $5.21 |
 NVO | 0% | 2.45% | $0.98 |
 WTB.L | 0% | 4.12% | $0.97 |
 T | 0% | 4.52% | $1.11 |
 BAX | 0% | 2.72% | $1.16 |
 PKX | 0% | 2.54% | $1.56 |
 GLEN.L | 0% | 1.99% | $0.1 |
 BAYN.DE | 0% | 0.3% | $0.11 |
 FRES.L | 0% | 1.22% | $0.05 |
 BAB.L | 0% | 0.56% | $0.02 |
 PSKY | 0% | 1.46% | $0.2 |
 EL | 0% | 1.34% | $2.64 |
 META | 0% | 0.33% | $1 |
 MSFT | 0% | 0.73% | $3 |
 CGNX | 0% | 0.91% | $0.3 |
 0700.HK | 0% | 0.73% | $3.4 |
 ADS.DE | 0% | 1.19% | $0.7 |
 PLTK | 0% | 9.46% | $0.2 |
 SMT.L | 0% | 0.39% | $0.03 |
 AAPL | 0% | 0.37% | $0.97 |
 PYPL | 0% | 0.23% | - |
 GOOG | 0% | 0.27% | $0.2 |
 AIR.PA | 0% | 1.03% | $1.8 |
 ZBH | 0% | 1.05% | $0.96 |
 TMO | 0% | 0.3% | $1.48 |
 CE | 0% | 0.28% | $2.8 |
 NVDA | 0% | 0.02% | $0.02 |
Performance Metrics
Score 6.8/10
Beta
1.35
1.35
0
0.8
1.2
0
2
Sharpe Ratio
0.6
0.6
0
0.5
1
1.5
1.5
Sortino Ratio
1.54
1.54
0
1
2
3
3
Jensen's Alpha
33
33
-2
0
2
34
34
Omega Ratio
1.61
1.61
0
1
1.5
2.5
2.5
Treynor Ratio
2.74
2.74
0
0.75
1.25
3
3
Information Ratio
0.46
0.46
0
0.3
0.6
1
1
Calmar Ratio
0.37
0.37
0
0.3
0.6
1
1
Beta
1.35
1.35
0
0.8
1.2
0
2
Sharpe Ratio
0.6
0.6
0
0.5
1
1.5
1.5
Sortino Ratio
1.54
1.54
0
1
2
3
3
Jensen's Alpha
33
33
-2
0
2
34
34
Omega Ratio
1.61
1.61
0
1
1.5
2.5
2.5
Treynor Ratio
2.74
2.74
0
0.75
1.25
3
3
Information Ratio
0.46
0.46
0
0.3
0.6
1
1
Calmar Ratio
0.37
0.37
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
33.7
High:
INTC
3,566.98INTCLow:
OERL.ZU
-1,032.9OERL.ZUDetails
PEG Ratio
95.92
High:INTC
3,553.58INTCLow:OERL.ZU
-1,230.55OERL.ZUDetails
Price/Book
7.63
High:
AAPL
55.76AAPLLow:
GH
-36GHDetails
Price/Sales
5.71
High:
KINVB.ST
1,921.27KINVB.STLow:
VOW3.DE
0.17VOW3.DEDetails
Price/CF
22.49
High:
DDD
462.65DDDLow:
2318.HK
1.242318.HKDetails
Price/FCF
42.69
High:
MMM
2,385.78MMMLow:2318.HK
1.382318.HKDetails
P/E Ratio
33.7
High:INTC
3,566.98INTCLow:OERL.ZU
-1,032.9OERL.ZUDetails
PEG Ratio
95.92
High:INTC
3,553.58INTCLow:OERL.ZU
-1,230.55OERL.ZUDetails
Price/Book
7.63
High:AAPL
55.76AAPLLow:GH
-36GHDetails
Price/Sales
5.71
High:KINVB.ST
1,921.27KINVB.STLow:VOW3.DE
0.17VOW3.DEDetails
Price/CF
22.49
High:DDD
462.65DDDLow:2318.HK
1.242318.HKDetails
Price/FCF
42.69
High:MMM
2,385.78MMMLow: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 |
-16.21% | Oct 2025 | - | 3 |
-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 |