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+0.1%
Today
+4.95%
This Month
+12.91%
Year To Date
+154.92%
2 Years
+156.51%
5 Years
+22.37%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash63.03%
- 🖥️ Technology Services14.25%
- 🪙 Cryptocurrencies14.13%
- 💻 Electronic Technology7.27%
- 🛍️ Retail Trade4.31%
- 🚗 Consumer Durables2.57%
- 💇♀️ Consumer Services1.68%
- 🛠️ Producer Manufacturing0.77%
- 📡 Communications0.46%
- 🍞 Consumer Non Durables0.32%
- 🧬 Health Technology0.15%
- 🧪 Process Industries0.04%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq24.97%
- 🌍 Digital Currency14.13%
- 🇺🇸 NYSE4.64%
- 🇭🇰 Hong Kong Exchanges1%
- 🇳🇱 Euronext Amsterdam0.77%
- 🇸🇪 Stockholm Stock Exchange0.46%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States26.07%
- 🇨🇳 China2.87%
- 🇯🇵 Japan0.84%
- 🇳🇱 Netherlands0.77%
- 🇺🇾 Uruguay0.47%
- 🇸🇪 Sweden0.46%
- 🇨🇦 Canada0.2%
- 🇨🇭 Switzerland0.15%
Dividends
Dividend Yield
0.2%
14 out of 35 instruments pay dividend.
3 dividend payments in the next 30 days.
Highest Dividend: $LIGHT.NV (6.69%)
Dividend Yield Breakdown
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 DIS | Pay Day | Jul 23, 2025 | $0.50 |
 TELIA.ST | Ex-Dividend | Jul 30, 2025 | $0.05 |
TELIA.ST | Pay Day | Aug 5, 2025 | $0.05 |
 CL | Pay Day | Aug 15, 2025 | $0.52 |
 MSFT | Ex-Dividend | Aug 21, 2025 | $0.83 |
 QCOM | Ex-Dividend | Sep 4, 2025 | $0.89 |
MSFT | Pay Day | Sep 11, 2025 | $0.83 |
 KO | Ex-Dividend | Sep 15, 2025 | $0.51 |
QCOM | Pay Day | Sep 25, 2025 | $0.89 |
KO | Pay Day | Oct 1, 2025 | $0.51 |
Performance Metrics
Score 6.2/10
Beta
1.43
1.43
0
0.8
1.2
0
2
Sharpe Ratio
0.61
0.61
0
0.5
1
1.5
1.5
Sortino Ratio
1.21
1.21
0
1
2
3
3
Jensen's Alpha
9.22
9.22
-2
0
2
10
10
Omega Ratio
1.43
1.43
0
1
1.5
2.5
2.5
Treynor Ratio
1.35
1.35
0
0.75
1.25
2
2
Information Ratio
0.42
0.42
0
0.3
0.6
1
1
Calmar Ratio
0.38
0.38
0
0.3
0.6
1
1
Beta
1.43
1.43
0
0.8
1.2
0
2
Sharpe Ratio
0.61
0.61
0
0.5
1
1.5
1.5
Sortino Ratio
1.21
1.21
0
1
2
3
3
Jensen's Alpha
9.22
9.22
-2
0
2
10
10
Omega Ratio
1.43
1.43
0
1
1.5
2.5
2.5
Treynor Ratio
1.35
1.35
0
0.75
1.25
2
2
Information Ratio
0.42
0.42
0
0.3
0.6
1
1
Calmar Ratio
0.38
0.38
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
30.29
High:
PLTR
670.39PLTRLow:
CRWD
-681.21CRWDDetails
PEG Ratio
318.88
High:
KO
9,978.59KOLow:
NIO
-68.73NIODetails
Price/Book
9.16
High:
CL
193.87CLLow:NIO
-168.98NIODetails
Price/Sales
6.67
High:
CRSP
148.57CRSPLow:
CSIQ
0.14CSIQDetails
Price/CF
19.92
High:KO
282.33KOLow:CSIQ
4.9CSIQDetails
Price/FCF
41.63
High:KO
272.99KOLow:
LIGHT.NV
10.89LIGHT.NVDetails
P/E Ratio
30.29
High:PLTR
670.39PLTRLow:CRWD
-681.21CRWDDetails
PEG Ratio
318.88
High:KO
9,978.59KOLow:NIO
-68.73NIODetails
Price/Book
9.16
High:CL
193.87CLLow:NIO
-168.98NIODetails
Price/Sales
6.67
High:CRSP
148.57CRSPLow:CSIQ
0.14CSIQDetails
Price/CF
19.92
High:KO
282.33KOLow:CSIQ
4.9CSIQDetails
Price/FCF
41.63
High:KO
272.99KOLow:LIGHT.NV
10.89LIGHT.NVDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-57.29% | Sep 2021 | Nov 2024 | 38 |
-6.48% | May 2021 | Aug 2021 | 3 |
-3.52% | Feb 2025 | May 2025 | 3 |