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-1.06%
This Month
-0.01%
Year To Date
+23.72%
2 Years
+96.85%
5 Years
+151.97%
10 Years
+9%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash63.2%
- 🪙 Cryptocurrencies27.41%
- 🧬 Health Technology6.67%
- 📊 ETFs5.29%
- 🖥️ Technology Services4.8%
- 🛍️ Retail Trade3.57%
- 💰 Finance1.57%
- ⛏️ Energy Minerals0.92%
- 🍞 Consumer Non Durables0.43%
- ⚡ Utilities0.4%
- 💇♀️ Consumer Services0.32%
- 🧪 Process Industries0.18%
- 🏥 Health Services0%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency27.41%
- 🇺🇸 NYSE9.73%
- 🇺🇸 Nasdaq9.17%
- 🇩🇰 Copenhagen Stock Exchange2.53%
- 🇬🇧 LSE2.17%
- 🇳🇱 Euronext Amsterdam0.55%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States10.73%
- 🇺🇾 Uruguay2.8%
- 🇩🇰 Denmark2.53%
- 🇳🇱 Netherlands1%
- 🇧🇷 Brazil0.67%
- 🇮🇪 Ireland0.48%
- 🇲🇽 Mexico0.26%
- 🇮🇱 Israel0.21%
- 🇦🇷 Argentina0.18%
Dividends
Dividend Yield
0.31%
17 out of 41 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $ARR (17.01%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 NOVO-B.CO | 0.09% | 3.68% | $9.4 |
 PBR | 0.07% | 10.52% | $1.73 |
 INGA.NV | 0.02% | 4.54% | $1.11 |
 LLY | 0.02% | 0.59% | $4.86 |
 BLK | 0.01% | 1.92% | $20.2 |
 ARR | 0.01% | 17.01% | $3.84 |
 ORCL | 0.01% | 1.08% | $1.6 |
 MDT.US | 0.01% | 2.88% | $2.77 |
 CLX | 0.01% | 4.87% | $4.8 |
 MSFT | 0.01% | 0.74% | $3 |
 KVUE | 0.01% | 4.8% | $0.8 |
 NEE | 0.01% | 2.79% | $1.97 |
 ABBV | 0.01% | 2.93% | $6.06 |
 DLR | 0.01% | 3.2% | $4.88 |
 GOOGL | 0% | 0.27% | $0.2 |
 GOOG | 0% | 0.27% | $0.2 |
 PSKY | 0% | 1.45% | $0.2 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 5.4/10
Beta
0.74
0.74
0
0.8
1.2
0
2
Sharpe Ratio
0.42
0.42
0
0.5
1
1.5
1.5
Sortino Ratio
0.67
0.67
0
1
2
3
3
Jensen's Alpha
2.12
2.12
-2
0
2
4.5
4.5
Omega Ratio
0.97
0.97
0
1
1.5
2.5
2.5
Treynor Ratio
1.19
1.19
0
0.75
1.25
2
2
Information Ratio
-0.04
-0.04
-1
0.3
0.6
1
1
Calmar Ratio
0.29
0.29
0
0.3
0.6
1
1
Beta
0.74
0.74
0
0.8
1.2
0
2
Sharpe Ratio
0.42
0.42
0
0.5
1
1.5
1.5
Sortino Ratio
0.67
0.67
0
1
2
3
3
Jensen's Alpha
2.12
2.12
-2
0
2
4.5
4.5
Omega Ratio
0.97
0.97
0
1
1.5
2.5
2.5
Treynor Ratio
1.19
1.19
0
0.75
1.25
2
2
Information Ratio
-0.04
-0.04
-1
0.3
0.6
1
1
Calmar Ratio
0.29
0.29
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
32.5
High:
ARR
365.23ARRLow:
PSKY
-52.66PSKYDetails
PEG Ratio
99.3
High:
MSFT
214.2MSFTLow:PSKY
-54.24PSKYDetails
Price/Book
10.1
High:
LLY
40.85LLYLow:
CLX
-575.72CLXDetails
Price/Sales
8.43
High:
ARGX
18.83ARGXLow:
BIOX
0.31BIOXDetails
Price/CF
22.23
High:ARGX
66.69ARGXLow:BIOX
2.17BIOXDetails
Price/FCF
67.49
High:
NEE
2,356.18NEELow:BIOX
2.48BIOXDetails
P/E Ratio
32.5
High:ARR
365.23ARRLow:PSKY
-52.66PSKYDetails
PEG Ratio
99.3
High:MSFT
214.2MSFTLow:PSKY
-54.24PSKYDetails
Price/Book
10.1
High:LLY
40.85LLYLow:CLX
-575.72CLXDetails
Price/Sales
8.43
High:ARGX
18.83ARGXLow:BIOX
0.31BIOXDetails
Price/CF
22.23
High:ARGX
66.69ARGXLow:BIOX
2.17BIOXDetails
Price/FCF
67.49
High:NEE
2,356.18NEELow:BIOX
2.48BIOXDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-37.52% | Aug 2015 | Dec 2017 | 28 |
-34.35% | Jan 2018 | Nov 2020 | 34 |
-26.4% | Nov 2021 | Mar 2024 | 28 |
-23% | May 2021 | Oct 2021 | 5 |
-8.89% | Feb 2025 | Jul 2025 | 5 |
-7.66% | Oct 2025 | - | 3 |
-4.43% | Apr 2024 | Nov 2024 | 7 |
-2.54% | Dec 2024 | Jan 2025 | 1 |
-0.92% | Aug 2025 | Sep 2025 | 1 |