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-1.05%
This Month
-2.26%
Year To Date
+34.53%
2 Years
+68.21%
5 Years
+371.74%
10 Years
+12.61%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services25.69%
- 🛠️ Producer Manufacturing17.9%
- 💵 Cash16.48%
- 🪙 Cryptocurrencies11.13%
- 💰 Finance9.39%
- 📊 ETFs9.13%
- 💻 Electronic Technology6.71%
- 🛍️ Retail Trade5.41%
- 🪨 Non Energy Minerals3.55%
- 🧬 Health Technology0.62%
- 🚚 Transportation0.15%
Exchanges Breakdown
- Exchange
- Total
- 🇸🇪 Stockholm Stock Exchange21.13%
- 🇺🇸 Nasdaq20.82%
- 🇺🇸 NYSE19.94%
- 🌍 Digital Currency11.13%
- 🇨🇭 SIX5.31%
- 🇭🇰 Hong Kong Exchanges4.7%
- 🇫🇮 Helsinki Stock Exchange3.47%
- 🇩🇪 FRA2.41%
- 🇬🇧 LSE0.62%
- 🇳🇴 Oslo Stock Exchange0.15%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States24.79%
- 🇸🇪 Sweden24.6%
- 🇨🇳 China7.03%
- 🇨🇭 Switzerland5.31%
- 🇱🇺 Luxembourg4.51%
- 🇩🇪 Germany2.41%
- 🇬🇧 United Kingdom0.62%
- 🇳🇴 Norway0.15%
Dividends
Dividend Yield
1.02%
19 out of 38 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $SHB-A.ST (12.57%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 SHB-A.ST | 0.15% | 12.57% | $13 |
 SWED-A.ST | 0.14% | 6.17% | $15.15 |
 SSABAH.HE | 0.09% | 2.66% | $0.43 |
 INVE-A.ST | 0.09% | 1.59% | $4.8 |
 SHA0.DE | 0.07% | 3% | $0.45 |
 ABBN.ZU | 0.07% | 1.39% | $0.87 |
 SKF-A.ST | 0.07% | 3.2% | $7.5 |
 HM-B.ST | 0.07% | 3.96% | $6.5 |
 BOL.ST | 0.06% | 1.7% | $7.5 |
 SAND.ST | 0.05% | 1.6% | $5.5 |
 VOLV-A.ST | 0.04% | 2.57% | $7.5 |
 IBM | 0.04% | 2.9% | $6.65 |
 MSFT | 0.04% | 0.89% | $3 |
 GOOG | 0.01% | 0.28% | $0.2 |
 AZN.L | 0.01% | 1.57% | $2.28 |
 NAS.OL | 0.01% | 5.95% | - |
 AAPL | 0.01% | 0.4% | $0.97 |
 BABA | 0.01% | 0.76% | $0.98 |
 ACLN.ZU | 0% | 1.75% | $0.85 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 6.5/10
Beta
1.03
1.03
0
0.8
1.2
0
2
Sharpe Ratio
0.8
0.8
0
0.5
1
1.5
1.5
Sortino Ratio
1.39
1.39
0
1
2
3
3
Jensen's Alpha
3.96
3.96
-2
0
2
4.5
4.5
Omega Ratio
1.3
1.3
0
1
1.5
2.5
2.5
Treynor Ratio
1.28
1.28
0
0.75
1.25
2
2
Information Ratio
0.34
0.34
0
0.3
0.6
1
1
Calmar Ratio
0.45
0.45
0
0.3
0.6
1
1
Beta
1.03
1.03
0
0.8
1.2
0
2
Sharpe Ratio
0.8
0.8
0
0.5
1
1.5
1.5
Sortino Ratio
1.39
1.39
0
1
2
3
3
Jensen's Alpha
3.96
3.96
-2
0
2
4.5
4.5
Omega Ratio
1.3
1.3
0
1
1.5
2.5
2.5
Treynor Ratio
1.28
1.28
0
0.75
1.25
2
2
Information Ratio
0.34
0.34
0
0.3
0.6
1
1
Calmar Ratio
0.45
0.45
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
27.29
High:
UDMY
204.9UDMYLow:
COUR
-20.71COURDetails
PEG Ratio
104.09
High:HM-B.ST
483.44HM-B.STLow:COUR
-53.3COURDetails
Price/Book
7.79
High:AAPL
44.13AAPLLow:
EMBRACB.ST
0.44EMBRACB.STDetails
Price/Sales
6.5
High:
PANW
10.79PANWLow:SHA0.DE
0.4SHA0.DEDetails
Price/CF
23.28
High:
RIOT
107.94RIOTLow:NAS.OL
2.71NAS.OLDetails
Price/FCF
60.76
High:BABA
1,196.17BABALow:EMBRACB.ST
5.81EMBRACB.STDetails
P/E Ratio
27.29
High:UDMY
204.9UDMYLow:COUR
-20.71COURDetails
PEG Ratio
104.09
High:HM-B.ST
483.44HM-B.STLow:COUR
-53.3COURDetails
Price/Book
7.79
High:AAPL
44.13AAPLLow:EMBRACB.ST
0.44EMBRACB.STDetails
Price/Sales
6.5
High:PANW
10.79PANWLow:SHA0.DE
0.4SHA0.DEDetails
Price/CF
23.28
High:RIOT
107.94RIOTLow:NAS.OL
2.71NAS.OLDetails
Price/FCF
60.76
High:BABA
1,196.17BABALow: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 |
-5.98% | Oct 2025 | - | 6 |
-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 |