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+0.59%
This Month
+8.78%
Year To Date
+33.15%
2 Years
+199.57%
5 Years
+199.57%
10 Years
+44.16%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs33.39%
- 💰 Finance11.13%
- 🪙 Cryptocurrencies7.48%
- ⛏️ Energy Minerals6.57%
- 🧬 Health Technology5.31%
- 🚚 Transportation4.59%
- 🍞 Consumer Non Durables4.43%
- 🖥️ Technology Services3.19%
- 💼 Commercial Services2.57%
- 🏭 Industrial Services2.05%
- 🚗 Consumer Durables1.22%
- 🛠️ Producer Manufacturing0.78%
- 🪨 Non Energy Minerals0.74%
- 📦 Distribution Services0.51%
- 🛍️ Retail Trade0.34%
- 💹 Forex0.31%
- 📡 Communications0.2%
- 🧪 Process Industries0.14%
- ❓ Other0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE50.27%
- 🇺🇸 Nasdaq13.84%
- 🌍 Digital Currency7.48%
- 🇬🇧 LSE7.37%
- 🇭🇰 Hong Kong Exchanges2.34%
- 🇳🇴 Oslo Stock Exchange1.57%
- 🇸🇪 Stockholm Stock Exchange1.18%
- 🇩🇪 FRA0.34%
- 🌍 FX0.31%
- 🇫🇷 Euronext Paris0.19%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States17.81%
- 🇬🇧 United Kingdom9.22%
- 🇧🇷 Brazil4.28%
- 🇮🇱 Israel2.58%
- 🇨🇳 China2.32%
- 🇬🇷 Greece2.25%
- 🇳🇴 Norway1.57%
- 🇨🇴 Colombia1.2%
- 🇸🇪 Sweden1.18%
- 🇧🇲 Bermuda0.8%
- 🇩🇪 Germany0.34%
- 🇫🇷 France0.19%
- 🇮🇪 Ireland0%
- 🇱🇺 Luxembourg-0.01%
- 🇹🇼 Taiwan-0.01%
Dividends
Dividend Yield
2.11%
35 out of 87 instruments pay dividend.
11 dividend payments in the next 30 days.
Highest Dividend: $HAUTO.OL (31.87%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 PBR.A | 0.44% | 10.4% | $2.21 |
 VOO | 0.41% | 1.22% | - |
 WU | 0.35% | 10.66% | $0.94 |
 HAUTO.OL | 0.24% | 31.87% | - |
 WAWI.OL | 0.13% | 15.71% | - |
 GPRK | 0.11% | 9.29% | $0.55 |
 CIVI | 0.06% | 5.85% | $2 |
 DAC | 0.05% | 3.6% | $3.15 |
 INSW | 0.05% | 6.98% | $5.74 |
 EVO.ST | 0.05% | 3.82% | $31.03 |
 0390.HK | 0.04% | 5.12% | $0.21 |
 SBLK | 0.03% | 4.11% | $1.82 |
 3323.HK | 0.02% | 3.33% | $0.25 |
 CCOI | 0.02% | 10.97% | $3.84 |
 LLY | 0.02% | 0.8% | $4.86 |
 PAH3.DE | 0.02% | 5.31% | $2.56 |
 1186.HK | 0.02% | 5.9% | $0.35 |
 1800.HK | 0.01% | 6.43% | $0.32 |
 TEP.PA | 0.01% | 6.37% | $3.85 |
 PGRE | 0% | 0.57% | $0.14 |
 JOE | 0% | 1.1% | $0.48 |
 META | 0% | 0.27% | $1 |
 CVGW | 0% | 2.95% | $0.4 |
 9988.HK | 0% | 0.78% | $0.98 |
 GOOG | 0% | 0.35% | $0.2 |
 NVDA | 0% | 0.02% | $0.02 |
 MSFT | 0% | 0.67% | $3 |
 CRM | 0% | 0.65% | $0.4 |
 GE | 0% | 0.46% | $0.44 |
 GOOGL | 0% | 0.35% | $0.2 |
 BABA | 0% | 0.76% | $0.98 |
 MU | 0% | 0.35% | $0.46 |
 ACN | 0% | 2.33% | $4.99 |
 AVGO | 0% | 0.69% | $19.7 |
 TSM | 0% | 1.01% | $1.74 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
GOOG | Ex-Dividend | Sep 8, 2025 | $0.21 |
GOOGL | Ex-Dividend | Sep 8, 2025 | $0.21 |
LLY | Pay Day | Sep 10, 2025 | $1.50 |
SBLK | Pay Day | Sep 10, 2025 | $0.05 |
INSW | Ex-Dividend | Sep 10, 2025 | $0.65 |
MSFT | Pay Day | Sep 11, 2025 | $0.83 |
NVDA | Ex-Dividend | Sep 11, 2025 | $0.01 |
CIVI | Ex-Dividend | Sep 11, 2025 | $0.50 |
GOOG | Pay Day | Sep 15, 2025 | $0.21 |
GOOGL | Pay Day | Sep 15, 2025 | $0.21 |
WU | Ex-Dividend | Sep 16, 2025 | $0.24 |
TSM | Ex-Dividend | Sep 16, 2025 | $0.82 |
JOE | Pay Day | Sep 19, 2025 | $0.14 |
AVGO | Ex-Dividend | Sep 22, 2025 | $0.59 |
INSW | Pay Day | Sep 24, 2025 | $0.65 |
CIVI | Pay Day | Sep 25, 2025 | $0.50 |
WU | Pay Day | Sep 30, 2025 | $0.24 |
AVGO | Pay Day | Sep 30, 2025 | $0.59 |
NVDA | Pay Day | Oct 2, 2025 | $0.01 |
TSM | Pay Day | Oct 9, 2025 | $0.82 |
Performance Metrics
Score 9.2/10
Beta
0.45
0.45
0
0.8
1.2
0
2
Sharpe Ratio
1.91
1.91
0
0.5
1
2
2
Sortino Ratio
6.77
6.77
0
1
2
7
7
Jensen's Alpha
30.87
30.87
-2
0
2
31
31
Omega Ratio
2.1
2.1
0
1
1.5
3
3
Treynor Ratio
6.43
6.43
0
0.75
1.25
7
7
Information Ratio
0.96
0.96
0
0.3
0.6
1
1
Calmar Ratio
5.47
5.47
0
0.3
0.6
6
6
Beta
0.45
0.45
0
0.8
1.2
0
2
Sharpe Ratio
1.91
1.91
0
0.5
1
2
2
Sortino Ratio
6.77
6.77
0
1
2
7
7
Jensen's Alpha
30.87
30.87
-2
0
2
31
31
Omega Ratio
2.1
2.1
0
1
1.5
3
3
Treynor Ratio
6.43
6.43
0
0.75
1.25
7
7
Information Ratio
0.96
0.96
0
0.3
0.6
1
1
Calmar Ratio
5.47
5.47
0
0.3
0.6
6
6
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
26.78
High:
TWLO
870.53TWLOLow:
ZS
-1,000.19ZSDetails
PEG Ratio
94.67
High:
1800.HK
2,042.951800.HKLow:ZS
-3,222.65ZSDetails
Price/Book
7.72
High:
PLTR
62.46PLTRLow:
1186.HK
0.221186.HKDetails
Price/Sales
5.86
High:
MSTR
217.37MSTRLow:1186.HK
0.071186.HKDetails
Price/CF
17.52
High:MSTR
7,511.07MSTRLow:
0390.HK
0.460390.HKDetails
Price/FCF
53.66
High:MSTR
1,187.5MSTRLow:
ZYME
2.44ZYMEDetails
P/E Ratio
26.78
High:TWLO
870.53TWLOLow:ZS
-1,000.19ZSDetails
PEG Ratio
94.67
High:1800.HK
2,042.951800.HKLow:ZS
-3,222.65ZSDetails
Price/Book
7.72
High:PLTR
62.46PLTRLow:1186.HK
0.221186.HKDetails
Price/Sales
5.86
High:MSTR
217.37MSTRLow:1186.HK
0.071186.HKDetails
Price/CF
17.52
High:MSTR
7,511.07MSTRLow:0390.HK
0.460390.HKDetails
Price/FCF
53.66
High:MSTR
1,187.5MSTRLow:ZYME
2.44ZYMEDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-8.29% | Feb 2025 | Jun 2025 | 4 |
-5.13% | Aug 2023 | Jan 2024 | 5 |
-3.03% | Jun 2024 | Sep 2024 | 3 |
-0.96% | Oct 2024 | Nov 2024 | 1 |
-0.57% | Dec 2024 | Jan 2025 | 1 |