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+0.34%
This Month
-3.49%
Year To Date
+60.52%
2 Years
+47.2%
5 Years
+1201.72%
10 Years
+21.01%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies42.1%
- 💵 Cash10.88%
- 🧬 Health Technology10.81%
- 💻 Electronic Technology7.5%
- 🖥️ Technology Services6.26%
- 📊 ETFs3.75%
- 🍞 Consumer Non Durables2.9%
- 🧩 Miscellaneous2.81%
- 💼 Commercial Services2.8%
- 💰 Finance2.79%
- 🛍️ Retail Trade2.52%
- 💇♀️ Consumer Services2.06%
- 🧪 Process Industries1.88%
- 🚚 Transportation1.35%
- 🏭 Industrial Services0.81%
- 🛠️ Producer Manufacturing0.71%
- 🚗 Consumer Durables0.64%
- 🪨 Non Energy Minerals0.56%
- 📡 Communications0.56%
- ⛏️ Energy Minerals0.51%
- 🏥 Health Services0.26%
- 📦 Distribution Services0.25%
- ⚡ Utilities0.14%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency42.1%
- 🇺🇸 Nasdaq20.73%
- 🇺🇸 NYSE13.54%
- 🇬🇧 LSE10.42%
- 🇩🇪 FRA1.97%
- 🇫🇮 Helsinki Stock Exchange1.85%
- 🇺🇸 Chicago Board Options Exchange1.08%
- 🇨🇭 SIX0.77%
- 🇸🇪 Stockholm Stock Exchange0.71%
- 🇭🇰 Hong Kong Exchanges0.58%
- 🇩🇰 Copenhagen Stock Exchange0.14%
- 🇫🇷 Euronext Paris0.08%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States24.9%
- 🇬🇧 United Kingdom7.88%
- 🇩🇪 Germany1.97%
- 🇨🇳 China1.94%
- 🇫🇮 Finland1.85%
- 🇸🇪 Sweden0.98%
- 🇮🇱 Israel0.88%
- 🇰🇷 South Korea0.82%
- 🇨🇭 Switzerland0.8%
- 🇨🇦 Canada0.65%
- 🇧🇷 Brazil0.59%
- 🇳🇱 Netherlands0.53%
- 🇯🇵 Japan0.47%
- 🇸🇬 Singapore0.46%
- 🇩🇰 Denmark0.33%
- 🇭🇰 Hong Kong0.28%
- 🇮🇪 Ireland0.23%
- 🇲🇽 Mexico0.22%
- 🇦🇹 Austria0.21%
- 🇫🇷 France0.03%
Dividends
Dividend Yield
0.66%
73 out of 172 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $OERL.ZU (16.22%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 OERL.ZU | 0.09% | 16.22% | $0.2 |
 VZ | 0.03% | 5.57% | $2.66 |
 KIE.L | 0.03% | 3.1% | $0.02 |
 TRIG.L | 0.02% | 9.91% | $0.07 |
 NLY | 0.02% | 12.49% | $2.6 |
 VOW3.DE | 0.02% | 6.43% | $9.06 |
 RKT.L | 0.02% | 4.22% | $1.93 |
 DEO | 0.02% | 3.63% | $3.99 |
 PHP.L | 0.02% | 7.68% | $0.06 |
 NOKIA.HE | 0.02% | 1.62% | $0.13 |
 ERIC-A.ST | 0.02% | 3.05% | $2.7 |
 JUP.L | 0.02% | 6.17% | $0.1 |
 GRG.L | 0.02% | 3.69% | $0.6 |
 TAK | 0.02% | 3.36% | $0.56 |
 BAS.DE | 0.01% | 4.22% | $3.4 |
 NRR.L | 0.01% | 8.51% | $0.07 |
 IAG.L | 0.01% | 1.6% | - |
 SIRI | 0.01% | 3.73% | $0.1 |
 VFC | 0.01% | 2.68% | $0.57 |
 PFE | 0.01% | 6.05% | $1.66 |
 DIS | 0.01% | 1.42% | $0.75 |
 VALE | 0.01% | 5.95% | $1.33 |
 SWK | 0.01% | 3.41% | $3.24 |
 SWKS | 0.01% | 3.84% | $2.72 |
 JMAT.L | 0.01% | 3.36% | $0.77 |
 BABA | 0.01% | 0.91% | $0.98 |
 BMY | 0.01% | 3.76% | $2.34 |
 CVS | 0.01% | 2.75% | $2.54 |
 STZ | 0.01% | 3.2% | $3.68 |
 FIS.US | 0.01% | 4.01% | $1.76 |
 EZJ.L | 0.01% | 1.97% | $0.05 |
 BLND.L | 0.01% | 5.51% | $0.23 |
 MDT.US | 0.01% | 3.03% | $2.77 |
 VIPS | 0.01% | 4.55% | $0.41 |
 FRES.L | 0.01% | 3.02% | $0.05 |
 NTRS | 0.01% | 1.71% | $3 |
 JDW.L | 0.01% | 1.46% | - |
 01177.HK | 0.01% | 2.17% | $0.05 |
 TSN | 0.01% | 3.97% | $1.96 |
 IBM | 0.01% | 2.87% | $6.65 |
 EMN | 0.01% | 4.71% | $3.22 |
 JD.US | 0.01% | 3.47% | $0.74 |
 NKE | 0.01% | 4.24% | $1.45 |
 NVO | 0.01% | 2.64% | $0.98 |
 TPK.L | 0% | 1.94% | $0.18 |
 ADM.L | 0% | 4.2% | $1.03 |
 CRDA.L | 0% | 3.36% | $1.09 |
 ADS.DE | 0% | 1.9% | $0.7 |
 WTB.L | 0% | 4.08% | $0.97 |
 MMM | 0% | 1.79% | $5.21 |
 NESTE.HE | 0% | 0.63% | $1.2 |
 MSFT | 0% | 0.73% | $3 |
 PYPL | 0% | 0.76% | - |
 BAB.L | 0% | 0.75% | $0.02 |
 BAYN.DE | 0% | 0.23% | $0.11 |
 PSKY | 0% | 1.84% | $0.2 |
 BAX | 0% | 0.77% | $1.16 |
 SMSN.L | 0% | 0.31% | $23.68 |
 EL | 0% | 1.35% | $2.64 |
 0700.HK | 0% | 1.2% | $3.4 |
 META | 0% | 0.34% | $1 |
 PKX | 0% | 1.5% | $1.56 |
 CGNX | 0% | 0.54% | $0.3 |
 NVDA | 0% | 0.12% | $0.02 |
 SMT.L | 0% | 0.3% | $0.03 |
 AAPL | 0% | 0.33% | $0.97 |
 CRM | 0% | 0.66% | $0.4 |
 PLTK | 0% | 13.64% | $0.2 |
 GOOG | 0% | 0.25% | $0.2 |
 AIR.PA | 0% | 1.61% | $1.8 |
 ZBH | 0% | 0.98% | $0.96 |
 TMO | 0% | 0.3% | $1.48 |
 CE | 0% | 0.27% | $2.8 |
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
0.6
0.6
0
0.5
1
1.5
1.5
Sortino Ratio
1.54
1.54
0
1
2
3
3
Jensen's Alpha
33.34
33.34
-2
0
2
34
34
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
0.37
0.37
0
0.3
0.6
1
1
Beta
1.33
1.33
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
33.34
33.34
-2
0
2
34
34
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
0.37
0.37
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
30.72
High:
TWLO
332.81TWLOLow:
BIDU
-5,065.95BIDUDetails
PEG Ratio
405.23
High:NOKIA.HE
10,817.84NOKIA.HELow:
FROG
-666.8FROGDetails
Price/Book
7.97
High:
PACB
204.72PACBLow:
GH
-116.25GHDetails
Price/Sales
6.64
High:
CRSP
1,248.92CRSPLow:VOW3.DE
0.11VOW3.DEDetails
Price/CF
21.36
High:
DDD
462.65DDDLow:
CHTR
1.7CHTRDetails
Price/FCF
43.58
High:
AMS.ZU
1,761.8AMS.ZULow:
CBG.L
1.94CBG.LDetails
P/E Ratio
30.72
High:TWLO
332.81TWLOLow:BIDU
-5,065.95BIDUDetails
PEG Ratio
405.23
High:NOKIA.HE
10,817.84NOKIA.HELow:FROG
-666.8FROGDetails
Price/Book
7.97
High:PACB
204.72PACBLow:GH
-116.25GHDetails
Price/Sales
6.64
High:CRSP
1,248.92CRSPLow:VOW3.DE
0.11VOW3.DEDetails
Price/CF
21.36
High:DDD
462.65DDDLow:CHTR
1.7CHTRDetails
Price/FCF
43.58
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 | - | 12 |
-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 |