Loading...
+0.55%
This Month
+20.66%
Year To Date
+56.99%
2 Years
+72.92%
5 Years
+381.16%
10 Years
+13.16%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services29.07%
- 💵 Cash22.7%
- 🛠️ Producer Manufacturing13.96%
- 🪙 Cryptocurrencies11.08%
- 💰 Finance8.23%
- 📊 ETFs7.78%
- 💻 Electronic Technology7.56%
- 🛍️ Retail Trade5.52%
- 🪨 Non Energy Minerals2.18%
- 🧬 Health Technology0.53%
- 🚚 Transportation0.16%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq21.97%
- 🇺🇸 NYSE21.28%
- 🇸🇪 Stockholm Stock Exchange16.95%
- 🌍 Digital Currency11.08%
- 🇭🇰 Hong Kong Exchanges5.47%
- 🇨🇭 SIX4.11%
- 🇫🇮 Helsinki Stock Exchange2.81%
- 🇩🇪 FRA1.71%
- 🇬🇧 LSE0.53%
- 🇳🇴 Oslo Stock Exchange0.16%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States28.61%
- 🇸🇪 Sweden19.76%
- 🇨🇳 China7.88%
- 🇱🇺 Luxembourg4.46%
- 🇨🇭 Switzerland4.11%
- 🇩🇪 Germany1.71%
- 🇬🇧 United Kingdom0.53%
- 🇳🇴 Norway0.16%
Dividends
Dividend Yield
0.87%
18 out of 37 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $SHB-A.ST (11.41%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 SWED-A.ST | 0.14% | 7.16% | $15.15 |
 SHB-A.ST | 0.12% | 11.41% | $13 |
 SSABAH.HE | 0.1% | 3.74% | $0.43 |
 INVE-A.ST | 0.07% | 1.62% | $4.8 |
 SKF-A.ST | 0.06% | 3.1% | $7.5 |
 ABBN.ZU | 0.06% | 1.53% | $0.87 |
 HM-B.ST | 0.06% | 3.85% | $6.5 |
 SHA0.DE | 0.06% | 3.27% | $0.45 |
 SAND.ST | 0.04% | 1.98% | $5.5 |
 IBM | 0.04% | 2.18% | $6.65 |
 MSFT | 0.04% | 0.72% | $3 |
 VOLV-A.ST | 0.04% | 2.7% | $7.5 |
 GOOG | 0.01% | 0.26% | $0.2 |
 AZN.L | 0.01% | 1.8% | $2.28 |
 NAS.OL | 0.01% | 5.26% | - |
 AAPL | 0.01% | 0.37% | $0.97 |
 BABA | 0.01% | 0.65% | $0.98 |
 ACLN.ZU | 0% | 1.98% | $0.85 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
MSFT | Pay Day | Dec 11, 2025 | $0.91 |
Performance Metrics
Score 6.5/10
Beta
1.04
1.04
0
0.8
1.2
0
2
Sharpe Ratio
0.79
0.79
0
0.5
1
1.5
1.5
Sortino Ratio
1.36
1.36
0
1
2
3
3
Jensen's Alpha
3.94
3.94
-2
0
2
4.5
4.5
Omega Ratio
1.31
1.31
0
1
1.5
2.5
2.5
Treynor Ratio
1.26
1.26
0
0.75
1.25
2
2
Information Ratio
0.34
0.34
0
0.3
0.6
1
1
Calmar Ratio
0.44
0.44
0
0.3
0.6
1
1
Beta
1.04
1.04
0
0.8
1.2
0
2
Sharpe Ratio
0.79
0.79
0
0.5
1
1.5
1.5
Sortino Ratio
1.36
1.36
0
1
2
3
3
Jensen's Alpha
3.94
3.94
-2
0
2
4.5
4.5
Omega Ratio
1.31
1.31
0
1
1.5
2.5
2.5
Treynor Ratio
1.26
1.26
0
0.75
1.25
2
2
Information Ratio
0.34
0.34
0
0.3
0.6
1
1
Calmar Ratio
0.44
0.44
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
33.34
High:
PANW
126.12PANWLow:
UDMY
-195.52UDMYDetails
PEG Ratio
110.34
High:
HM-B.ST
323.03HM-B.STLow:UDMY
-204.11UDMYDetails
Price/Book
9.37
High:
AAPL
55.86AAPLLow:
EMBRACB.ST
0.63EMBRACB.STDetails
Price/Sales
7.64
High:PANW
14.75PANWLow:
SHA0.DE
0.31SHA0.DEDetails
Price/CF
23.59
High:
RIOT
107.94RIOTLow:
NAS.OL
2.28NAS.OLDetails
Price/FCF
59.52
High:
SSABAH.HE
347.45SSABAH.HELow:EMBRACB.ST
5.81EMBRACB.STDetails
P/E Ratio
33.34
High:PANW
126.12PANWLow:UDMY
-195.52UDMYDetails
PEG Ratio
110.34
High:HM-B.ST
323.03HM-B.STLow:UDMY
-204.11UDMYDetails
Price/Book
9.37
High:AAPL
55.86AAPLLow:EMBRACB.ST
0.63EMBRACB.STDetails
Price/Sales
7.64
High:PANW
14.75PANWLow:SHA0.DE
0.31SHA0.DEDetails
Price/CF
23.59
High:RIOT
107.94RIOTLow:NAS.OL
2.28NAS.OLDetails
Price/FCF
59.52
High:SSABAH.HE
347.45SSABAH.HELow:EMBRACB.ST
5.81EMBRACB.STDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-38.45% | Nov 2021 | Sep 2024 | 34 |
-33.32% | Jan 2014 | Oct 2016 | 33 |
-20.71% | Jul 2018 | Jan 2020 | 18 |
-15.65% | Feb 2020 | May 2020 | 3 |
-7.64% | Sep 2020 | Nov 2020 | 2 |
-7.26% | Feb 2025 | May 2025 | 3 |
-6.83% | Sep 2021 | Oct 2021 | 1 |
-3.67% | Oct 2025 | - | 3 |
-2.64% | Jun 2017 | Jul 2017 | 1 |
-2.18% | Nov 2016 | Dec 2016 | 1 |
-1.38% | Dec 2024 | Jan 2025 | 1 |
-1.21% | Nov 2017 | Jan 2018 | 2 |
-1.03% | Feb 2021 | Apr 2021 | 2 |
-0.71% | Mar 2018 | Apr 2018 | 1 |
-0.25% | Aug 2017 | Sep 2017 | 1 |