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+12.76%
This Month
+12.76%
Year To Date
+79.67%
2 Years
+65.17%
5 Years
+65.17%
10 Years
+12.28%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology34.91%
- 📊 ETFs15.79%
- 🖥️ Technology Services9.88%
- 📡 Communications5.94%
- 💰 Finance5.82%
- 🛠️ Producer Manufacturing4.62%
- 💵 Cash4.46%
- 🪙 Cryptocurrencies4.26%
- 🪨 Non Energy Minerals3.67%
- 👥 Copy Trading2.98%
- 🛍️ Retail Trade1.82%
- 🍞 Consumer Non Durables1.4%
- ⛏️ Energy Minerals1.29%
- 🏭 Industrial Services1.23%
- 💇♀️ Consumer Services0.85%
- 🧬 Health Technology0.65%
- 💼 Commercial Services0.49%
- 🧩 Miscellaneous0.46%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq42.75%
- 🇺🇸 NYSE33.45%
- 🇬🇧 LSE7.23%
- 🌍 Digital Currency4.26%
- 🇳🇱 Euronext Amsterdam3.4%
- 🇩🇪 FRA2.11%
- 🇮🇹 Borsa Italiana0.92%
- 🇫🇷 Euronext Paris0.87%
- 🇭🇰 Hong Kong Exchanges0.27%
- 🇸🇪 Stockholm Stock Exchange0.27%
- 🇩🇰 Copenhagen Stock Exchange0.25%
- 🇫🇮 Helsinki Stock Exchange0.09%
- 🇪🇸 Bolsa De Madrid0.08%
- 🇳🇴 Oslo Stock Exchange0.04%
- 🇨🇭 SIX0.04%
- 🇧🇪 Euronext Brussels0.02%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States49.63%
- 🇨🇭 Switzerland4.26%
- 🇨🇦 Canada4.24%
- 🇳🇱 Netherlands3.44%
- 🇬🇧 United Kingdom3.43%
- 🇩🇪 Germany2.11%
- 🇰🇷 South Korea1.86%
- 🇹🇼 Taiwan1.71%
- 🇮🇹 Italy0.94%
- 🇫🇷 France0.84%
- 🇰🇾 Cayman Islands0.63%
- 🇭🇰 Hong Kong0.52%
- 🇰🇿 Kazakhstan0.46%
- 🇮🇪 Ireland0.45%
- 🇩🇰 Denmark0.31%
- 🇸🇪 Sweden0.3%
- 🇨🇳 China0.27%
- 🇫🇮 Finland0.15%
- 🇯🇵 Japan0.13%
- 🇪🇸 Spain0.08%
- 🇱🇺 Luxembourg0.08%
- 🇳🇴 Norway0.06%
- 🇨🇾 Cyprus0.04%
- 🇮🇳 India0.03%
- 🇧🇪 Belgium0.02%
Dividends
Dividend Yield
0.63%
40 out of 68 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $DNLM.L (8.54%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 TFC | 0.07% | 4.17% | $2.08 |
 POWI | 0.06% | 1.8% | $0.79 |
 T | 0.05% | 4.66% | $1.11 |
 TheBigBanks | 0.04% | 3.2% | - |
 STM.US | 0.03% | 1.05% | $0.23 |
 BARC.L | 0.02% | 1.76% | $0.08 |
 EuropeEconomy | 0.02% | 2.61% | - |
 LMT | 0.02% | 2.24% | $12.45 |
 QCOM | 0.02% | 2.34% | $3.25 |
 ASML.NV | 0.02% | 0.53% | $6.1 |
 DNLM.L | 0.02% | 8.54% | $0.78 |
 NordicEconomy | 0.02% | 1.81% | - |
 GRMN | 0.02% | 1.78% | $3.71 |
 IFX.DE | 0.02% | 0.81% | $0.35 |
 CVX | 0.01% | 3.99% | $6.28 |
 SMSN.L | 0.01% | 0.77% | $23.68 |
 VNOM | 0.01% | 5.65% | $2.08 |
 TSM | 0.01% | 0.79% | $1.74 |
 CS.PA | 0.01% | 5.64% | $1.98 |
 FSG.L | 0.01% | 5.77% | - |
 KGC | 0.01% | 0.33% | $0.12 |
 MSFT | 0.01% | 0.78% | $3 |
 TMUS | 0.01% | 2.04% | $1.95 |
 RCL | 0.01% | 1.18% | - |
 AJB.L | 0.01% | 3.12% | $0.12 |
 MU | 0.01% | 0.1% | $0.46 |
 LRCX | 0.01% | 0.39% | $8 |
 GOOGL | 0.01% | 0.24% | $0.2 |
 SCT.L | 0.01% | 2.07% | $0.26 |
 META | 0.01% | 0.29% | $1 |
 PRY.MI | 0.01% | 0.79% | $0.7 |
 SU.PA | 0.01% | 1.61% | $3.5 |
 WMT | 0% | 0.81% | $0.81 |
 COST | 0% | 0.54% | $19.22 |
 RR.L | 0% | 0.86% | - |
 GEV | 0% | 0.18% | - |
 WDC | 0% | 0.11% | - |
 AVGO | 0% | 0.73% | $19.7 |
 NVDA | 0% | 0.02% | $0.02 |
 PWR | 0% | 0.09% | $0.35 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 3.2/10
Beta
1.41
1.41
0
0.8
1.2
0
2
Sharpe Ratio
0.32
0.32
0
0.5
1
1.5
1.5
Sortino Ratio
0.49
0.49
0
1
2
3
3
Jensen's Alpha
-3.02
-3.02
-4
0
2
4.5
4.5
Omega Ratio
1.02
1.02
0
1
1.5
2.5
2.5
Treynor Ratio
0.51
0.51
0
0.75
1.25
2
2
Information Ratio
0.02
0.02
0
0.3
0.6
1
1
Calmar Ratio
0.2
0.2
0
0.3
0.6
1
1
Beta
1.41
1.41
0
0.8
1.2
0
2
Sharpe Ratio
0.32
0.32
0
0.5
1
1.5
1.5
Sortino Ratio
0.49
0.49
0
1
2
3
3
Jensen's Alpha
-3.02
-3.02
-4
0
2
4.5
4.5
Omega Ratio
1.02
1.02
0
1
1.5
2.5
2.5
Treynor Ratio
0.51
0.51
0
0.75
1.25
2
2
Information Ratio
0.02
0.02
0
0.3
0.6
1
1
Calmar Ratio
0.2
0.2
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
36.02
High:
CELH
593.07CELHLow:
ASTS
-97.36ASTSDetails
PEG Ratio
78.28
High:GRMN
789.08GRMNLow:
RBLX
-419.95RBLXDetails
Price/Book
9.35
High:RBLX
129.62RBLXLow:TFC
1.05TFCDetails
Price/Sales
9.09
High:ASTS
1,784.86ASTSLow:
CMPS
-CMPSDetails
Price/CF
19.39
High:
SHOP
101.93SHOPLow:
KSPI
2.47KSPIDetails
Price/FCF
51.33
High:AVGO
114.58AVGOLow:KSPI
2.72KSPIDetails
P/E Ratio
36.02
High:CELH
593.07CELHLow:ASTS
-97.36ASTSDetails
PEG Ratio
78.28
High:GRMN
789.08GRMNLow:RBLX
-419.95RBLXDetails
Price/Book
9.35
High:RBLX
129.62RBLXLow:TFC
1.05TFCDetails
Price/Sales
9.09
High:ASTS
1,784.86ASTSLow:CMPS
-CMPSDetails
Price/CF
19.39
High:SHOP
101.93SHOPLow:KSPI
2.47KSPIDetails
Price/FCF
51.33
High:AVGO
114.58AVGOLow:KSPI
2.72KSPIDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-45.78% | Dec 2021 | Sep 2024 | 33 |
-12.07% | Dec 2024 | May 2025 | 5 |
-3.34% | Sep 2021 | Oct 2021 | 1 |
-2.73% | Nov 2025 | Jan 2026 | 2 |
-0.88% | Jul 2025 | Sep 2025 | 2 |