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+0.47%
Today
+0.47%
This Month
+6.36%
Year To Date
+148.49%
2 Years
+141.63%
5 Years
+21.23%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash61.73%
- 🖥️ Technology Services14.25%
- 🪙 Cryptocurrencies12.1%
- 💻 Electronic Technology6.89%
- 🛍️ Retail Trade4.52%
- 🚗 Consumer Durables2.86%
- 💇♀️ Consumer Services1.75%
- 🛠️ Producer Manufacturing0.77%
- 📡 Communications0.54%
- 🍞 Consumer Non Durables0.37%
- 🧬 Health Technology0.1%
- 🧪 Process Industries0.03%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq24.76%
- 🌍 Digital Currency12.1%
- 🇺🇸 NYSE4.93%
- 🇭🇰 Hong Kong Exchanges1.07%
- 🇳🇱 Euronext Amsterdam0.77%
- 🇸🇪 Stockholm Stock Exchange0.54%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States26.01%
- 🇨🇳 China3.03%
- 🇯🇵 Japan0.86%
- 🇳🇱 Netherlands0.77%
- 🇺🇾 Uruguay0.56%
- 🇸🇪 Sweden0.54%
- 🇨🇦 Canada0.18%
- 🇨🇭 Switzerland0.1%
Dividends
Dividend Yield
0.21%
13 out of 34 instruments pay dividend.
5 dividend payments in the next 30 days.
Highest Dividend: $LIGHT.NV (7.21%)
Dividend Yield Breakdown
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 QCOM | Ex-Dividend | Jun 5, 2025 | $0.89 |
 GOOG | Ex-Dividend | Jun 9, 2025 | $0.21 |
 MSFT | Pay Day | Jun 12, 2025 | $0.83 |
 BABA | Ex-Dividend | Jun 12, 2025 | $0.95 |
 KO | Ex-Dividend | Jun 13, 2025 | $0.51 |
GOOG | Pay Day | Jun 16, 2025 | $0.21 |
 META | Ex-Dividend | Jun 16, 2025 | $0.52 |
 DIS | Ex-Dividend | Jun 24, 2025 | $0.50 |
META | Pay Day | Jun 26, 2025 | $0.52 |
QCOM | Pay Day | Jun 26, 2025 | $0.89 |
KO | Pay Day | Jul 1, 2025 | $0.51 |
BABA | Pay Day | Jul 10, 2025 | $0.95 |
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 |
Performance Metrics
Score 6.2/10
Beta
1.45
1.45
0
0.8
1.2
0
2
Sharpe Ratio
0.61
0.61
0
0.5
1
1.5
1.5
Sortino Ratio
1.2
1.2
0
1
2
3
3
Jensen's Alpha
10.48
10.48
-2
0
2
11
11
Omega Ratio
1.47
1.47
0
1
1.5
2.5
2.5
Treynor Ratio
1.33
1.33
0
0.75
1.25
2
2
Information Ratio
0.45
0.45
0
0.3
0.6
1
1
Calmar Ratio
0.38
0.38
0
0.3
0.6
1
1
Beta
1.45
1.45
0
0.8
1.2
0
2
Sharpe Ratio
0.61
0.61
0
0.5
1
1.5
1.5
Sortino Ratio
1.2
1.2
0
1
2
3
3
Jensen's Alpha
10.48
10.48
-2
0
2
11
11
Omega Ratio
1.47
1.47
0
1
1.5
2.5
2.5
Treynor Ratio
1.33
1.33
0
0.75
1.25
2
2
Information Ratio
0.45
0.45
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
28.05
High:
PLTR
576.59PLTRLow:
CRWD
-5,711.2CRWDDetails
PEG Ratio
301.43
High:
KO
10,285.41KOLow:
NIO
-17.71NIODetails
Price/Book
8.68
High:
CL
205.24CLLow:
DMNIF
-0.03DMNIFDetails
Price/Sales
6.21
High:PLTR
108.21PLTRLow:
CSIQ
0.12CSIQDetails
Price/CF
20.14
High:KO
282.33KOLow:CSIQ
4.9CSIQDetails
Price/FCF
41.01
High:KO
272.99KOLow:
LIGHT.NV
10.89LIGHT.NVDetails
P/E Ratio
28.05
High:PLTR
576.59PLTRLow:CRWD
-5,711.2CRWDDetails
PEG Ratio
301.43
High:KO
10,285.41KOLow:NIO
-17.71NIODetails
Price/Book
8.68
High:CL
205.24CLLow:DMNIF
-0.03DMNIFDetails
Price/Sales
6.21
High:PLTR
108.21PLTRLow:CSIQ
0.12CSIQDetails
Price/CF
20.14
High:KO
282.33KOLow:CSIQ
4.9CSIQDetails
Price/FCF
41.01
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 |