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-0.88%
This Month
+10.65%
Year To Date
+143.85%
2 Years
+508.94%
5 Years
+477.85%
10 Years
+28.48%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies29.07%
- 💵 Cash21.66%
- 💻 Electronic Technology18.55%
- 🖥️ Technology Services14.69%
- 🏥 Health Services3.73%
- 🧬 Health Technology3.69%
- 💼 Commercial Services2.97%
- 🧪 Process Industries2.61%
- 🛍️ Retail Trade2.6%
- 🛠️ Producer Manufacturing1.99%
- 🍞 Consumer Non Durables1.84%
- 🚗 Consumer Durables0.97%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency29.07%
- 🇺🇸 Nasdaq27.24%
- 🇺🇸 NYSE16.89%
- 🇭🇰 Hong Kong Exchanges3.99%
- 🇩🇰 Copenhagen Stock Exchange3.69%
- 🇫🇷 Euronext Paris1.84%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States35.84%
- 🇨🇳 China8.62%
- 🇩🇰 Denmark3.69%
- 🇹🇼 Taiwan1.94%
- 🇫🇷 France1.84%
- 🇧🇪 Belgium1.71%
Dividends
Dividend Yield
0.51%
11 out of 27 instruments pay dividend.
5 dividend payments in the next 30 days.
Highest Dividend: $HPQ (3.96%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 HPQ | Ex-Dividend | Sep 10, 2025 | $0.29 |
 MSFT | Pay Day | Sep 11, 2025 | $0.83 |
 NVDA | Ex-Dividend | Sep 11, 2025 | $0.01 |
 ALB | Ex-Dividend | Sep 12, 2025 | $0.40 |
 UNH | Ex-Dividend | Sep 15, 2025 | $2.21 |
 TSM | Ex-Dividend | Sep 16, 2025 | $0.82 |
UNH | Pay Day | Sep 23, 2025 | $2.21 |
HPQ | Pay Day | Oct 1, 2025 | $0.29 |
ALB | Pay Day | Oct 1, 2025 | $0.40 |
 APD | Ex-Dividend | Oct 1, 2025 | $1.79 |
NVDA | Pay Day | Oct 2, 2025 | $0.01 |
TSM | Pay Day | Oct 9, 2025 | $0.82 |
APD | Pay Day | Nov 10, 2025 | $1.79 |
 MC.PA | Ex-Dividend | Dec 2, 2025 | $6.47 |
MC.PA | Pay Day | Dec 4, 2025 | $6.47 |
Performance Metrics
Score 7.3/10
Beta
1.28
1.28
0
0.8
1.2
0
2
Sharpe Ratio
0.74
0.74
0
0.5
1
1.5
1.5
Sortino Ratio
1.71
1.71
0
1
2
3
3
Jensen's Alpha
18.7
18.7
-2
0
2
19
19
Omega Ratio
1.61
1.61
0
1
1.5
2.5
2.5
Treynor Ratio
2.02
2.02
0
0.75
1.25
3
3
Information Ratio
0.56
0.56
0
0.3
0.6
1
1
Calmar Ratio
0.62
0.62
0
0.3
0.6
1
1
Beta
1.28
1.28
0
0.8
1.2
0
2
Sharpe Ratio
0.74
0.74
0
0.5
1
1.5
1.5
Sortino Ratio
1.71
1.71
0
1
2
3
3
Jensen's Alpha
18.7
18.7
-2
0
2
19
19
Omega Ratio
1.61
1.61
0
1
1.5
2.5
2.5
Treynor Ratio
2.02
2.02
0
0.75
1.25
3
3
Information Ratio
0.56
0.56
0
0.3
0.6
1
1
Calmar Ratio
0.62
0.62
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
39.68
High:
PLTR
518.91PLTRLow:
ALB
-8.5ALBDetails
PEG Ratio
88.69
High:PLTR
662.17PLTRLow:
DDD
-2.65DDDDetails
Price/Book
14.21
High:PLTR
62.46PLTRLow:
HPQ
-30.13HPQDetails
Price/Sales
10.6
High:PLTR
116.31PLTRLow:HPQ
0.51HPQDetails
Price/CF
34.34
High:DDD
462.65DDDLow:HPQ
6.4HPQDetails
Price/FCF
60.99
High:
APD
280.62APDLow:HPQ
13.43HPQDetails
P/E Ratio
39.68
High:PLTR
518.91PLTRLow:ALB
-8.5ALBDetails
PEG Ratio
88.69
High:PLTR
662.17PLTRLow:DDD
-2.65DDDDetails
Price/Book
14.21
High:PLTR
62.46PLTRLow:HPQ
-30.13HPQDetails
Price/Sales
10.6
High:PLTR
116.31PLTRLow:HPQ
0.51HPQDetails
Price/CF
34.34
High:DDD
462.65DDDLow:HPQ
6.4HPQDetails
Price/FCF
60.99
High:APD
280.62APDLow:HPQ
13.43HPQDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-46.51% | Sep 2021 | Feb 2024 | 29 |
-27.66% | May 2021 | Aug 2021 | 3 |
-20.16% | Nov 2018 | Aug 2020 | 21 |
-12.24% | Apr 2024 | Oct 2024 | 6 |
-8.41% | Sep 2020 | Nov 2020 | 2 |
-7.19% | Feb 2025 | Jun 2025 | 4 |
-2.87% | Dec 2020 | Jan 2021 | 1 |
-1.72% | Dec 2024 | Jan 2025 | 1 |
-0.88% | Sep 2025 | - | 1 |