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-2.4%
This Month
-6.06%
Year To Date
+33.55%
2 Years
+69.67%
5 Years
+369.51%
10 Years
+32.47%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs44.8%
- 🖥️ Technology Services15.76%
- 🪙 Cryptocurrencies15.17%
- 💰 Finance9.27%
- 🍞 Consumer Non Durables2.34%
- 💇♀️ Consumer Services2.33%
- 💻 Electronic Technology2.11%
- 💼 Commercial Services1.82%
- 🛍️ Retail Trade1.75%
- 🚚 Transportation1.29%
- 💵 Cash1.14%
- 🚗 Consumer Durables0.9%
- ❓ Other0.79%
- ⚡ Utilities0.75%
Exchanges Breakdown
- Exchange
- Total
- 🇩🇪 Xetra ETFs41.28%
- 🇺🇸 Nasdaq19.79%
- 🌍 Digital Currency15.17%
- 🇺🇸 NYSE10.28%
- 🇬🇧 LSE4.35%
- 🇳🇱 Euronext Amsterdam3.56%
- 🇫🇷 Euronext Paris2.34%
- Regular Trading Hours - RTH0.79%
- 🇳🇴 Oslo Stock Exchange0.77%
- 🇪🇸 Bolsa De Madrid0.75%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States28.1%
- 🇳🇱 Netherlands3.56%
- 🇫🇷 France2.34%
- 🇬🇧 United Kingdom0.83%
- 🇳🇴 Norway0.77%
- 🇪🇸 Spain0.75%
- 🇨🇭 Switzerland0.62%
- 🇨🇳 China0.52%
- 🇨🇦 Canada0.48%
- 🇮🇪 Ireland0.34%
Dividends
Dividend Yield
0.27%
16 out of 39 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $TGS.OL (5.67%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 MC.PA | 0.06% | 2.56% | $13 |
 TGS.OL | 0.04% | 5.67% | $5.96 |
 MSFT | 0.03% | 0.86% | $3 |
 MTCH | 0.03% | 2.52% | - |
 IBE.MC | 0.02% | 2.75% | $0.45 |
 MSCI | 0.02% | 1.31% | $5.96 |
 MA | 0.01% | 0.62% | $2.46 |
 GOOG | 0.01% | 0.28% | $0.2 |
 META | 0.01% | 0.32% | $1 |
 ASML.NV | 0.01% | 0.62% | $6.1 |
 CB | 0.01% | 1.17% | $3.49 |
 V | 0.01% | 0.78% | $2.01 |
 BRO | 0% | 0.89% | $0.51 |
 CP | 0% | 0.77% | $0.56 |
 AAPL | 0% | 0.4% | $0.97 |
 PYPL | 0% | 0.6% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 6.9/10
Beta
1.47
1.47
0
0.8
1.2
0
2
Sharpe Ratio
0.86
0.86
0
0.5
1
1.5
1.5
Sortino Ratio
1.53
1.53
0
1
2
3
3
Jensen's Alpha
7.49
7.49
-2
0
2
8
8
Omega Ratio
1.52
1.52
0
1
1.5
2.5
2.5
Treynor Ratio
1.7
1.7
0
0.75
1.25
2
2
Information Ratio
0.53
0.53
0
0.3
0.6
1
1
Calmar Ratio
0.51
0.51
0
0.3
0.6
1
1
Beta
1.47
1.47
0
0.8
1.2
0
2
Sharpe Ratio
0.86
0.86
0
0.5
1
1.5
1.5
Sortino Ratio
1.53
1.53
0
1
2
3
3
Jensen's Alpha
7.49
7.49
-2
0
2
8
8
Omega Ratio
1.52
1.52
0
1
1.5
2.5
2.5
Treynor Ratio
1.7
1.7
0
0.75
1.25
2
2
Information Ratio
0.53
0.53
0
0.3
0.6
1
1
Calmar Ratio
0.51
0.51
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
26.71
High:
TSLA
377.27TSLALow:
BFIT.NV
-480.77BFIT.NVDetails
PEG Ratio
150.69
High:V
564.33VLow:PYPL
24.44PYPLDetails
Price/Book
6.12
High:MA
60.42MALow:MTCH
-28.25MTCHDetails
Price/Sales
6.86
High:TSLA
15.15TSLALow:PYPL
1.32PYPLDetails
Price/CF
21.85
High:TSLA
107.92TSLALow:TGS.OL
2.19TGS.OLDetails
Price/FCF
54.84
High:
AMZN
325.85AMZNLow:TGS.OL
3TGS.OLDetails
P/E Ratio
26.71
High:TSLA
377.27TSLALow:BFIT.NV
-480.77BFIT.NVDetails
PEG Ratio
150.69
High:V
564.33VLow:PYPL
24.44PYPLDetails
Price/Book
6.12
High:MA
60.42MALow:MTCH
-28.25MTCHDetails
Price/Sales
6.86
High:TSLA
15.15TSLALow:PYPL
1.32PYPLDetails
Price/CF
21.85
High:TSLA
107.92TSLALow:TGS.OL
2.19TGS.OLDetails
Price/FCF
54.84
High:AMZN
325.85AMZNLow:TGS.OL
3TGS.OLDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-59.52% | Nov 2021 | Mar 2024 | 28 |
-19.55% | May 2021 | Oct 2021 | 5 |
-12.12% | Feb 2025 | Jun 2025 | 4 |
-10.22% | Apr 2024 | Oct 2024 | 6 |
-8.34% | Nov 2025 | - | 5 |
-5.32% | Sep 2020 | Oct 2020 | 1 |
-1.83% | Dec 2024 | Jan 2025 | 1 |