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+0.59%
This Month
+23.45%
Year To Date
+95.79%
2 Years
+141.68%
5 Years
+141.68%
10 Years
+31.2%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💇♀️ Consumer Services15.79%
- 🛍️ Retail Trade12.73%
- 🖥️ Technology Services11.83%
- 🪙 Cryptocurrencies11.67%
- 💻 Electronic Technology10.4%
- 💼 Commercial Services10.16%
- 🚗 Consumer Durables8.96%
- 📊 ETFs8.72%
- 💰 Finance7.99%
- 🏥 Health Services1.76%
- 💵 Cash0.01%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE33.1%
- 🇺🇸 Nasdaq29.86%
- 🇳🇱 Euronext Amsterdam15.79%
- 🌍 Digital Currency11.67%
- 🇬🇧 LSE9.57%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States27.16%
- 🇳🇱 Netherlands26.19%
- 🇱🇺 Luxembourg11.83%
- 🇬🇧 United Kingdom9.57%
- 🇨🇦 Canada4.87%
Dividends
Dividend Yield
0.06%
1 out of 14 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $ASML (0.58%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 ASML | 0.06% | 0.58% | $5.57 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 7.4/10
Beta
1.4
1.4
0
0.8
1.2
0
2
Sharpe Ratio
0.91
0.91
0
0.5
1
1.5
1.5
Sortino Ratio
1.85
1.85
0
1
2
3
3
Jensen's Alpha
9
9
-2
0
2
10
10
Omega Ratio
1.65
1.65
0
1
1.5
2.5
2.5
Treynor Ratio
1.54
1.54
0
0.75
1.25
2
2
Information Ratio
0.65
0.65
0
0.3
0.6
1
1
Calmar Ratio
1.02
1.02
0
0.3
0.6
2
2
Beta
1.4
1.4
0
0.8
1.2
0
2
Sharpe Ratio
0.91
0.91
0
0.5
1
1.5
1.5
Sortino Ratio
1.85
1.85
0
1
2
3
3
Jensen's Alpha
9
9
-2
0
2
10
10
Omega Ratio
1.65
1.65
0
1
1.5
2.5
2.5
Treynor Ratio
1.54
1.54
0
0.75
1.25
2
2
Information Ratio
0.65
0.65
0
0.3
0.6
1
1
Calmar Ratio
1.02
1.02
0
0.3
0.6
2
2
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
65.49
High:
TSLA
306.67TSLALow:
BFIT.NV
-450.96BFIT.NVDetails
PEG Ratio
75.14
High:
SHOP
431.18SHOPLow:
LMND
-150.19LMNDDetails
Price/Book
11.75
High:TSLA
19.08TSLALow:
XYZ
1.75XYZDetails
Price/Sales
7.55
High:SHOP
20.15SHOPLow:
WOSG.L
0.67WOSG.LDetails
Price/CF
37.29
High:SHOP
101.93SHOPLow:BFIT.NV
3.04BFIT.NVDetails
Price/FCF
121.82
High:TSLA
229.45TSLALow:
ROOT
6.7ROOTDetails
P/E Ratio
65.49
High:TSLA
306.67TSLALow:BFIT.NV
-450.96BFIT.NVDetails
PEG Ratio
75.14
High:SHOP
431.18SHOPLow:LMND
-150.19LMNDDetails
Price/Book
11.75
High:TSLA
19.08TSLALow:XYZ
1.75XYZDetails
Price/Sales
7.55
High:SHOP
20.15SHOPLow:WOSG.L
0.67WOSG.LDetails
Price/CF
37.29
High:SHOP
101.93SHOPLow:BFIT.NV
3.04BFIT.NVDetails
Price/FCF
121.82
High:TSLA
229.45TSLALow:ROOT
6.7ROOTDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-21.84% | Sep 2022 | Mar 2023 | 6 |
-17.05% | Feb 2025 | May 2025 | 3 |
-10.31% | Aug 2023 | Nov 2023 | 3 |
-5.1% | Jul 2025 | Sep 2025 | 2 |
-4.39% | Apr 2023 | May 2023 | 1 |
-2.76% | Apr 2024 | Jun 2024 | 2 |
-2.38% | Jan 2024 | Feb 2024 | 1 |
-2.36% | Aug 2024 | Sep 2024 | 1 |
-0.73% | Nov 2025 | - | 2 |