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-2.51%
This Month
-13.63%
Year To Date
+41.36%
2 Years
+66.66%
5 Years
+1065.39%
10 Years
+20.84%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies42.43%
- 💵 Cash8.78%
- 🧬 Health Technology7.51%
- 💻 Electronic Technology6.79%
- 📊 ETFs6.45%
- 🖥️ Technology Services4.51%
- 💰 Finance3.38%
- 🍞 Consumer Non Durables3.15%
- 💼 Commercial Services3.05%
- 🛍️ Retail Trade2.83%
- 💇♀️ Consumer Services2.25%
- 🧪 Process Industries1.98%
- 🪨 Non Energy Minerals1.82%
- 🏥 Health Services1.52%
- 🚚 Transportation1.38%
- 📡 Communications1.28%
- 🧩 Miscellaneous0.94%
- 🏭 Industrial Services0.84%
- 🛠️ Producer Manufacturing0.81%
- 🚗 Consumer Durables0.73%
- ⛏️ Energy Minerals0.52%
- 📦 Distribution Services0.51%
- ⚡ Utilities0.17%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency42.43%
- 🇺🇸 Nasdaq17.92%
- 🇺🇸 NYSE15.39%
- 🇬🇧 LSE11.77%
- 🇩🇪 FRA1.95%
- 🇫🇮 Helsinki Stock Exchange1.47%
- 🇭🇰 Hong Kong Exchanges1.25%
- 🇺🇸 Chicago Board Options Exchange1.02%
- 🇸🇪 Stockholm Stock Exchange0.78%
- 🇨🇭 SIX0.62%
- 🇩🇰 Copenhagen Stock Exchange0.17%
- 🇫🇷 Euronext Paris0.07%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States21.79%
- 🇬🇧 United Kingdom8.47%
- 🇨🇳 China3.13%
- 🇩🇪 Germany1.95%
- 🇫🇮 Finland1.47%
- 🇨🇭 Switzerland1.07%
- 🇿🇦 South Africa1%
- 🇰🇷 South Korea0.92%
- 🇸🇪 Sweden0.86%
- 🇮🇱 Israel0.84%
- 🇰🇾 Cayman Islands0.78%
- 🇨🇦 Canada0.59%
- 🇸🇬 Singapore0.54%
- 🇯🇵 Japan0.52%
- 🇮🇪 Ireland0.36%
- 🇭🇰 Hong Kong0.33%
- 🇲🇽 Mexico0.32%
- 🇩🇰 Denmark0.29%
- 🇳🇱 Netherlands0.23%
- 🇧🇷 Brazil0.2%
- 🇱🇺 Luxembourg0.14%
- 🇦🇹 Austria0.11%
- 🇫🇷 France0.02%
Dividends
Dividend Yield
0.73%
77 out of 179 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $PLTK (14.6%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 VZ | 0.03% | 5.49% | $2.66 |
 VOW3.DE | 0.03% | 6.71% | $9.06 |
 KIE.L | 0.03% | 3.55% | $0.02 |
 NLY | 0.03% | 12.2% | $2.6 |
 OERL.ZU | 0.03% | 5.01% | $0.2 |
 RKT.L | 0.02% | 3.71% | $1.93 |
 2318.HK | 0.02% | 4.38% | $2.63 |
 SBSW | 0.02% | 2.17% | $0.3 |
 PHP.L | 0.02% | 6.85% | $0.06 |
 DEO | 0.02% | 4.95% | $3.99 |
 ERIC-A.ST | 0.02% | 2.86% | $2.7 |
 NOKIA.HE | 0.02% | 2.03% | $0.13 |
 JUP.L | 0.02% | 5.27% | $0.1 |
 TAK | 0.02% | 3.28% | $0.56 |
 BAS.DE | 0.02% | 4.81% | $3.4 |
 VALE | 0.02% | 7.89% | $1.33 |
 IAG.L | 0.01% | 1.82% | - |
 BMY | 0.01% | 4.05% | $2.34 |
 NRR.L | 0.01% | 8.48% | $0.07 |
 TRIG.L | 0.01% | 10.96% | $0.07 |
 GRG.L | 0.01% | 4.19% | $0.6 |
 JMAT.L | 0.01% | 3.83% | $0.77 |
 VFC | 0.01% | 1.92% | $0.57 |
 SIRI | 0.01% | 4.77% | $0.1 |
 PFE | 0.01% | 6.48% | $1.66 |
 DIS | 0.01% | 1.46% | $0.75 |
 SWK | 0.01% | 4.17% | $3.24 |
 MDT.US | 0.01% | 2.97% | $2.77 |
 BABA | 0.01% | 0.79% | $0.98 |
 BBOX.L | 0.01% | 4.74% | $0.07 |
 CVS | 0.01% | 3.32% | $2.54 |
 STZ | 0.01% | 2.7% | $3.68 |
 EZJ.L | 0.01% | 3.11% | $0.05 |
 VIPS | 0.01% | 3.92% | $0.41 |
 FRES.L | 0.01% | 2.52% | $0.05 |
 BLND.L | 0.01% | 5.84% | $0.23 |
 SWKS | 0.01% | 5.04% | $2.72 |
 JDW.L | 0.01% | 1.72% | - |
 ADM.L | 0.01% | 7.95% | $1.03 |
 NTRS | 0.01% | 2.17% | $3 |
 TSN | 0.01% | 3.24% | $1.96 |
 TPK.L | 0.01% | 2.1% | $0.18 |
 EMN | 0.01% | 4.55% | $3.22 |
 JD.US | 0.01% | 3.93% | $0.74 |
 IBM | 0.01% | 2.7% | $6.65 |
 FIS | 0.01% | 3.34% | $1.76 |
 NKE | 0.01% | 2.75% | $1.45 |
 01177.HK | 0.01% | 1.53% | $0.05 |
 SMSN.L | 0.01% | 0.66% | $23.68 |
 GLEN.L | 0% | 2.41% | $0.1 |
 CRDA.L | 0% | 3.87% | $1.09 |
 BAX | 0% | 1.89% | $1.16 |
 NESTE.HE | 0% | 0.83% | $1.2 |
 NVO | 0% | 3.45% | $0.98 |
 WTB.L | 0% | 3.8% | $0.97 |
 MMM | 0% | 1.86% | $5.21 |
 T | 0% | 3.87% | $1.11 |
 PKX | 0% | 2.28% | $1.56 |
 BAYN.DE | 0% | 0.3% | $0.11 |
 PSKY | 0% | 1.67% | $0.2 |
 BAB.L | 0% | 0.5% | $0.02 |
 EL | 0% | 1.41% | $2.64 |
 META | 0% | 0.32% | $1 |
 MSFT | 0% | 0.86% | $3 |
 PYPL | 0% | 0.6% | - |
 CGNX | 0% | 0.62% | $0.3 |
 0700.HK | 0% | 0.9% | $3.4 |
 ADS.DE | 0% | 1.36% | $0.7 |
 PLTK | 0% | 14.6% | $0.2 |
 SMT.L | 0% | 0.36% | $0.03 |
 AAPL | 0% | 0.4% | $0.97 |
 GOOG | 0% | 0.28% | $0.2 |
 AIR.PA | 0% | 1.11% | $1.8 |
 ZBH | 0% | 1% | $0.96 |
 TMO | 0% | 0.35% | $1.48 |
 CE | 0% | 0.23% | $2.8 |
 NVDA | 0% | 0.02% | $0.02 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 6.8/10
Beta
1.36
1.36
0
0.8
1.2
0
2
Sharpe Ratio
0.59
0.59
0
0.5
1
1.5
1.5
Sortino Ratio
1.52
1.52
0
1
2
3
3
Jensen's Alpha
32.29
32.29
-2
0
2
33
33
Omega Ratio
1.59
1.59
0
1
1.5
2.5
2.5
Treynor Ratio
2.68
2.68
0
0.75
1.25
3
3
Information Ratio
0.46
0.46
0
0.3
0.6
1
1
Calmar Ratio
0.36
0.36
0
0.3
0.6
1
1
Beta
1.36
1.36
0
0.8
1.2
0
2
Sharpe Ratio
0.59
0.59
0
0.5
1
1.5
1.5
Sortino Ratio
1.52
1.52
0
1
2
3
3
Jensen's Alpha
32.29
32.29
-2
0
2
33
33
Omega Ratio
1.59
1.59
0
1
1.5
2.5
2.5
Treynor Ratio
2.68
2.68
0
0.75
1.25
3
3
Information Ratio
0.46
0.46
0
0.3
0.6
1
1
Calmar Ratio
0.36
0.36
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
30.64
High:
TWLO
624TWLOLow:
INTC
-556.53INTCDetails
PEG Ratio
-76.73
High:CGNX
782.14CGNXLow:
FROG
-4,784.84FROGDetails
Price/Book
6.82
High:
PACB
88.09PACBLow:
GH
-122.36GHDetails
Price/Sales
5.39
High:
KINVB.ST
1,714.46KINVB.STLow:VOW3.DE
0.15VOW3.DEDetails
Price/CF
20.29
High:
DDD
462.65DDDLow:2318.HK
1.242318.HKDetails
Price/FCF
41.54
High:
OCDO.L
2,021.77OCDO.LLow:2318.HK
1.382318.HKDetails
P/E Ratio
30.64
High:TWLO
624TWLOLow:INTC
-556.53INTCDetails
PEG Ratio
-76.73
High:CGNX
782.14CGNXLow:FROG
-4,784.84FROGDetails
Price/Book
6.82
High:PACB
88.09PACBLow:GH
-122.36GHDetails
Price/Sales
5.39
High:KINVB.ST
1,714.46KINVB.STLow:VOW3.DE
0.15VOW3.DEDetails
Price/CF
20.29
High:DDD
462.65DDDLow:2318.HK
1.242318.HKDetails
Price/FCF
41.54
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 |
-30.64% | Oct 2025 | - | 6 |
-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 |