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+0.27%
This Month
-1.32%
Year To Date
+86.32%
2 Years
-32.65%
5 Years
-100%
10 Years
-82.36%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies25.06%
- 🛠️ Producer Manufacturing9.97%
- 💻 Electronic Technology9.57%
- 🖥️ Technology Services9.04%
- 💰 Finance8.98%
- 🧪 Process Industries7.34%
- 📊 ETFs6.32%
- 🧬 Health Technology4.89%
- 🛍️ Retail Trade4.62%
- 🏥 Health Services3.03%
- ⛏️ Energy Minerals2.59%
- 🍞 Consumer Non Durables2.22%
- 🚗 Consumer Durables1.56%
- 🚚 Transportation1.38%
- 🪨 Non Energy Minerals1.11%
- 💼 Commercial Services0.73%
- ⚡ Utilities0.56%
- 📡 Communications0.55%
- 🏭 Industrial Services0.47%
- 💵 Cash0.01%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE28.4%
- 🌍 Digital Currency25.06%
- 🇺🇸 Nasdaq24.09%
- 🇩🇪 FRA4.84%
- 🇳🇱 Euronext Amsterdam3.52%
- 🇭🇰 Hong Kong Exchanges2.46%
- 🇺🇸 Chicago Board Options Exchange2.1%
- 🇳🇴 Oslo Stock Exchange1.85%
- 🇩🇪 Xetra ETFs1.81%
- 🇩🇰 Copenhagen Stock Exchange1.56%
- 🇫🇷 Euronext Paris1.56%
- 🇦🇺 Sydney1.11%
- 🇪🇸 Bolsa De Madrid0.9%
- 🇬🇧 LSE0.73%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States45.98%
- 🇳🇱 Netherlands6.12%
- 🇩🇪 Germany4.84%
- 🇨🇳 China2.46%
- 🇩🇰 Denmark1.56%
- 🇫🇷 France1.56%
- 🇬🇧 United Kingdom1.49%
- 🇮🇱 Israel1.21%
- 🇦🇺 Australia1.11%
- 🇪🇸 Spain0.9%
- 🇳🇴 Norway0.84%
- 🇸🇬 Singapore0.54%
Dividends
Dividend Yield
1.89%
43 out of 53 instruments pay dividend.
15 dividend payments in the next 30 days.
Highest Dividend: $MPCC.OL (18.25%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 MPCC.OL | 0.15% | 18.25% | $5.9 |
 IIPR | 0.12% | 13.26% | $7.34 |
 CVX | 0.11% | 4.4% | $6.28 |
 IBM | 0.11% | 2.7% | $6.65 |
 O | 0.1% | 5.38% | $3.09 |
 UNH | 0.08% | 2.73% | $7.74 |
 PSA | 0.08% | 4.03% | $12 |
 NXPI | 0.06% | 1.79% | $4.06 |
 MRK | 0.06% | 3.83% | $3.04 |
 SIE.DE | 0.06% | 2.27% | $4.7 |
 CAT | 0.05% | 1.36% | $5.31 |
 NOVO-B.CO | 0.05% | 3.37% | $9.4 |
 BAS.DE | 0.05% | 5.12% | $3.4 |
 BWLPG.OL | 0.05% | 9.2% | $37.72 |
 JNJ | 0.05% | 2.86% | $4.81 |
 TEP.PA | 0.05% | 6.52% | $3.85 |
 LMT | 0.04% | 2.86% | $12.45 |
 IEML.L | 0.04% | 5.94% | - |
 VOW3.DE | 0.04% | 6.35% | $9.06 |
 AMT | 0.04% | 3.35% | $6.56 |
 BESI.NV | 0.04% | 2% | $2.15 |
 UNA.NV | 0.03% | 3.28% | - |
 1398.HK | 0.03% | 5.56% | $0.33 |
 HAS | 0.03% | 3.51% | $2.8 |
 CSCO | 0.03% | 2.44% | $1.58 |
 PG | 0.03% | 2.59% | $3.83 |
 ORA.PA | 0.03% | 5.55% | $0.72 |
 VGWD.DE | 0.02% | 2.44% | - |
 INGA.NV | 0.02% | 5.14% | $1.11 |
 SUBC.OL | 0.02% | 4.78% | $3.5 |
 BAC | 0.02% | 2.13% | $0.96 |
 CA.PA | 0.02% | 7.51% | $0.87 |
 BBVA.MC | 0.02% | 3.63% | $0.45 |
 01211.HK | 0.02% | 1.37% | $3.41 |
 NEE | 0.02% | 3.12% | $1.97 |
 SAB.MC | 0.02% | 4.87% | $0.05 |
 ESGV | 0.02% | 1% | - |
 GOOG | 0.01% | 0.35% | $0.2 |
 IFX.DE | 0.01% | 1.09% | $0.35 |
 TQQQ | 0.01% | 1.11% | - |
 9988.HK | 0% | 0.75% | $0.98 |
 INDA | 0% | 0.72% | - |
 NVDA | 0% | 0.02% | $0.02 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
JNJ | Pay Day | Sep 9, 2025 | $1.30 |
CVX | Pay Day | Sep 10, 2025 | $1.71 |
IBM | Pay Day | Sep 10, 2025 | $1.68 |
NVDA | Ex-Dividend | Sep 11, 2025 | $0.01 |
GOOG | Pay Day | Sep 15, 2025 | $0.21 |
MRK | Ex-Dividend | Sep 15, 2025 | $0.81 |
UNH | Ex-Dividend | Sep 15, 2025 | $2.21 |
NEE | Pay Day | Sep 15, 2025 | $0.57 |
BWLPG.OL | Pay Day | Sep 15, 2025 | $0.22 |
PSA | Ex-Dividend | Sep 15, 2025 | $3.00 |
O | Pay Day | Sep 15, 2025 | $0.27 |
NXPI | Ex-Dividend | Sep 17, 2025 | $1.01 |
MPCC.OL | Ex-Dividend | Sep 22, 2025 | $0.05 |
UNH | Pay Day | Sep 23, 2025 | $2.21 |
BAC | Pay Day | Sep 26, 2025 | $0.28 |
LMT | Pay Day | Sep 26, 2025 | $3.30 |
MPCC.OL | Pay Day | Sep 26, 2025 | $0.05 |
PSA | Pay Day | Sep 30, 2025 | $3.00 |
NVDA | Pay Day | Oct 2, 2025 | $0.01 |
CSCO | Ex-Dividend | Oct 3, 2025 | $0.41 |
MRK | Pay Day | Oct 7, 2025 | $0.81 |
NXPI | Pay Day | Oct 8, 2025 | $1.01 |
CSCO | Pay Day | Oct 22, 2025 | $0.41 |
SUBC.OL | Ex-Dividend | Oct 29, 2025 | $0.58 |
SUBC.OL | Pay Day | Nov 6, 2025 | $0.58 |
ORA.PA | Ex-Dividend | Dec 2, 2025 | $0.35 |
ORA.PA | Pay Day | Dec 4, 2025 | $0.35 |
INDA | Pay Day | Dec 20, 2025 | $0.00 |
Performance Metrics
Score 2.7/10
Beta
0.47
0.47
0
0.8
1.2
0
2
Sharpe Ratio
-0.33
-0.33
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.52
-0.52
-1
1
2
3
3
Jensen's Alpha
-32.06
-32.06
-33
0
2
4.5
4.5
Omega Ratio
0.55
0.55
0
1
1.5
2.5
2.5
Treynor Ratio
-5.79
-5.79
-6
0.75
1.25
2
2
Information Ratio
-0.44
-0.44
-1
0.3
0.6
1
1
Calmar Ratio
-1
-1
-1
0.3
0.6
1
1
Beta
0.47
0.47
0
0.8
1.2
0
2
Sharpe Ratio
-0.33
-0.33
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.52
-0.52
-1
1
2
3
3
Jensen's Alpha
-32.06
-32.06
-33
0
2
4.5
4.5
Omega Ratio
0.55
0.55
0
1
1.5
2.5
2.5
Treynor Ratio
-5.79
-5.79
-6
0.75
1.25
2
2
Information Ratio
-0.44
-0.44
-1
0.3
0.6
1
1
Calmar Ratio
-1
-1
-1
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
28.52
High:
LYC.ASX
1,668.6LYC.ASXLow:
HAS
-19.65HASDetails
PEG Ratio
2,659.02
High:
BESI.NV
49,350.15BESI.NVLow:HAS
-42.86HASDetails
Price/Book
6.92
High:HAS
46.37HASLow:
VOW3.DE
0.3VOW3.DEDetails
Price/Sales
4.39
High:
NVDA
24.8NVDALow:
CA.PA
0.09CA.PADetails
Price/CF
18.54
High:LYC.ASX
69.03LYC.ASXLow:
BBVA.MC
1.1BBVA.MCDetails
Price/FCF
47.72
High:
NEE
2,356.18NEELow:BBVA.MC
1.19BBVA.MCDetails
P/E Ratio
28.52
High:LYC.ASX
1,668.6LYC.ASXLow:HAS
-19.65HASDetails
PEG Ratio
2,659.02
High:BESI.NV
49,350.15BESI.NVLow:HAS
-42.86HASDetails
Price/Book
6.92
High:HAS
46.37HASLow:VOW3.DE
0.3VOW3.DEDetails
Price/Sales
4.39
High:NVDA
24.8NVDALow:CA.PA
0.09CA.PADetails
Price/CF
18.54
High:LYC.ASX
69.03LYC.ASXLow:BBVA.MC
1.1BBVA.MCDetails
Price/FCF
47.72
High:NEE
2,356.18NEELow:BBVA.MC
1.19BBVA.MCDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-100% | Dec 2017 | - | 94 |