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+1.16%
This Month
+21.21%
Year To Date
+88.3%
2 Years
+101.36%
5 Years
+427.58%
10 Years
+13.5%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services29.44%
- 💵 Cash19.34%
- 🪙 Cryptocurrencies16.76%
- 🛠️ Producer Manufacturing11.95%
- 💻 Electronic Technology8.54%
- 💰 Finance7.52%
- 📊 ETFs7.08%
- 🛍️ Retail Trade5.12%
- 🪨 Non Energy Minerals1.48%
- 🧬 Health Technology0.48%
- 🚚 Transportation0.15%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq21.83%
- 🇺🇸 NYSE20.76%
- 🌍 Digital Currency16.76%
- 🇸🇪 Stockholm Stock Exchange14.59%
- 🇭🇰 Hong Kong Exchanges6.76%
- 🇨🇭 SIX3.85%
- 🇫🇮 Helsinki Stock Exchange2.11%
- 🇩🇪 FRA1.22%
- 🇬🇧 LSE0.48%
- 🇳🇴 Oslo Stock Exchange0.15%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States28.06%
- 🇸🇪 Sweden16.71%
- 🇨🇳 China8.69%
- 🇱🇺 Luxembourg5.52%
- 🇨🇭 Switzerland3.85%
- 🇩🇪 Germany1.22%
- 🇬🇧 United Kingdom0.48%
- 🇳🇴 Norway0.15%
Dividends
Dividend Yield
0.99%
21 out of 37 instruments pay dividend.
4 dividend payments in the next 30 days.
Highest Dividend: $SHB-A.ST (12.5%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 SWED-A.ST | 0.14% | 8.15% | $15.15 |
 SHB-A.ST | 0.12% | 12.5% | $13 |
 SSABAH.HE | 0.1% | 4.69% | $0.43 |
 INVE-A.ST | 0.07% | 1.79% | $4.8 |
 SKF-A.ST | 0.06% | 3.23% | $7.5 |
 ABBN.ZU | 0.06% | 1.63% | $0.87 |
 HM-B.ST | 0.06% | 4.68% | $6.5 |
 SHA0.DE | 0.05% | 4.49% | $0.45 |
 VBR | 0.05% | 2.11% | - |
 VWO | 0.05% | 2.81% | - |
 SAND.ST | 0.04% | 2.38% | $5.5 |
 IBM | 0.04% | 2.71% | $6.65 |
 BOL.ST | 0.04% | 2.53% | $7.5 |
 VOLV-A.ST | 0.03% | 2.87% | $7.5 |
 MSFT | 0.03% | 0.65% | $3 |
 GOOG | 0.01% | 0.35% | $0.2 |
 AZN.L | 0.01% | 2.02% | $2.28 |
 NAS.OL | 0.01% | 5.7% | - |
 AAPL | 0.01% | 0.43% | $0.97 |
 BABA | 0.01% | 0.76% | $0.98 |
 ACLN.ZU | 0% | 1.82% | $0.85 |
Performance Metrics
Score 6.7/10
Beta
1.02
1.02
0
0.8
1.2
0
2
Sharpe Ratio
0.83
0.83
0
0.5
1
1.5
1.5
Sortino Ratio
1.45
1.45
0
1
2
3
3
Jensen's Alpha
4.94
4.94
-2
0
2
5
5
Omega Ratio
1.38
1.38
0
1
1.5
2.5
2.5
Treynor Ratio
1.36
1.36
0
0.75
1.25
2
2
Information Ratio
0.41
0.41
0
0.3
0.6
1
1
Calmar Ratio
0.47
0.47
0
0.3
0.6
1
1
Beta
1.02
1.02
0
0.8
1.2
0
2
Sharpe Ratio
0.83
0.83
0
0.5
1
1.5
1.5
Sortino Ratio
1.45
1.45
0
1
2
3
3
Jensen's Alpha
4.94
4.94
-2
0
2
5
5
Omega Ratio
1.38
1.38
0
1
1.5
2.5
2.5
Treynor Ratio
1.36
1.36
0
0.75
1.25
2
2
Information Ratio
0.41
0.41
0
0.3
0.6
1
1
Calmar Ratio
0.47
0.47
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
34.55
High:
SPOT
166.05SPOTLow:
U
-37.73UDetails
PEG Ratio
1,112.87
High:
AAPL
24,779.06AAPLLow:U
-78.43UDetails
Price/Book
9.51
High:AAPL
54.11AAPLLow:
EMBRACB.ST
0.64EMBRACB.STDetails
Price/Sales
7.41
High:
PANW
14.79PANWLow:
SHA0.DE
0.24SHA0.DEDetails
Price/CF
23.62
High:
RIOT
107.94RIOTLow:
NAS.OL
2.13NAS.OLDetails
Price/FCF
60.06
High:
SSABAH.HE
347.45SSABAH.HELow:NAS.OL
4.35NAS.OLDetails
P/E Ratio
34.55
High:SPOT
166.05SPOTLow:U
-37.73UDetails
PEG Ratio
1,112.87
High:AAPL
24,779.06AAPLLow:U
-78.43UDetails
Price/Book
9.51
High:AAPL
54.11AAPLLow:EMBRACB.ST
0.64EMBRACB.STDetails
Price/Sales
7.41
High:PANW
14.79PANWLow:SHA0.DE
0.24SHA0.DEDetails
Price/CF
23.62
High:RIOT
107.94RIOTLow:NAS.OL
2.13NAS.OLDetails
Price/FCF
60.06
High:SSABAH.HE
347.45SSABAH.HELow:NAS.OL
4.35NAS.OLDetails
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 |
-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 |