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+0.7%
This Month
-1.78%
Year To Date
+49.49%
2 Years
+17.12%
5 Years
+95.94%
10 Years
+11.69%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services18.05%
- 🪙 Cryptocurrencies14.78%
- 💰 Finance12.37%
- 🛍️ Retail Trade9.61%
- 💇♀️ Consumer Services7.32%
- 🧬 Health Technology7.31%
- 🍞 Consumer Non Durables7.16%
- 💻 Electronic Technology6.13%
- 🚗 Consumer Durables5.36%
- 💼 Commercial Services3.37%
- 🛠️ Producer Manufacturing1.89%
- 🚚 Transportation1.83%
- 🧪 Process Industries1.65%
- ⚡ Utilities1.58%
- 🏥 Health Services1.22%
- 💵 Cash0.32%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq38.61%
- 🇺🇸 NYSE36.33%
- 🌍 Digital Currency14.78%
- 🇩🇰 Copenhagen Stock Exchange4.08%
- 🇩🇪 FRA3.81%
- 🇭🇰 Hong Kong Exchanges1.1%
- 🇫🇷 Euronext Paris0.92%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States55.42%
- 🇩🇰 Denmark5.25%
- 🇨🇳 China4.86%
- 🇺🇾 Uruguay4.84%
- 🇨🇦 Canada4.79%
- 🇩🇪 Germany3.81%
- 🇨🇭 Switzerland2.36%
- 🇮🇹 Italy0.99%
- 🇫🇷 France0.92%
- 🇸🇬 Singapore0.92%
- 🇮🇱 Israel0.68%
Dividends
Dividend Yield
1.64%
21 out of 55 instruments pay dividend.
3 dividend payments in the next 30 days.
Highest Dividend: $VOW3.DE (7.82%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 VOW3.DE | 0.3% | 7.82% | $9.06 |
 O | 0.28% | 6.09% | $3.09 |
 NOVO-B.CO | 0.19% | 4.65% | $9.4 |
 PGR | 0.18% | 6.57% | $1.15 |
 NKE | 0.16% | 4.81% | $1.45 |
 ARE | 0.14% | 6.49% | $5.02 |
 BAM | 0.06% | 4.25% | $1.41 |
 SMG | 0.06% | 5.34% | $2.64 |
 MCD | 0.05% | 3.25% | $6.53 |
 NEE | 0.05% | 3.18% | $1.97 |
 DIS | 0.04% | 1.44% | $0.75 |
 JD.US | 0.04% | 3.65% | $0.74 |
 ATKR | 0.02% | 1.39% | $0.64 |
 HOFT | 0.02% | 3.57% | $0.91 |
 BABA | 0.02% | 0.97% | $0.98 |
 KER.PA | 0.01% | 1.45% | $14 |
 9988.HK | 0.01% | 0.99% | $0.98 |
 RACE | 0.01% | 1.07% | $2.64 |
 GOOG | 0.01% | 0.25% | $0.2 |
 PAYC | 0% | 0.67% | $1.5 |
 HWM | 0% | 0.23% | $0.19 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
PGR | Pay Day | Oct 9, 2026 | $0.10 |
O | Pay Day | Oct 15, 2026 | $0.27 |
ARE | Pay Day | Oct 15, 2026 | $0.72 |
O | Ex-Dividend | Oct 30, 2026 | $0.27 |
HWM | Ex-Dividend | Nov 7, 2026 | $0.12 |
ATKR | Ex-Dividend | Nov 18, 2026 | $0.33 |
SMG | Ex-Dividend | Nov 21, 2026 | $0.66 |
PAYC | Ex-Dividend | Nov 24, 2026 | $0.38 |
NEE | Ex-Dividend | Nov 28, 2026 | $0.62 |
MCD | Ex-Dividend | Dec 1, 2026 | $1.86 |
NKE | Ex-Dividend | Dec 1, 2026 | $0.41 |
BAM | Ex-Dividend | Dec 1, 2026 | $0.50 |
KER.PA | Ex-Dividend | Dec 2, 2026 | $2.08 |
GOOG | Ex-Dividend | Dec 4, 2026 | $0.22 |
HOFT | Ex-Dividend | Dec 15, 2026 | $0.12 |
DIS | Ex-Dividend | Dec 30, 2026 | $0.75 |
ARE | Ex-Dividend | Dec 30, 2026 | $0.72 |
PGR | Ex-Dividend | Jan 1, 2027 | $0.10 |
NOVO-B.CO | Ex-Dividend | Feb 14, 2027 | $1.26 |
JD.US | Ex-Dividend | Apr 9, 2027 | $1.00 |
RACE | Ex-Dividend | Apr 21, 2027 | $4.27 |
9988.HK | Ex-Dividend | Jun 10, 2027 | $0.13 |
BABA | Ex-Dividend | Jun 11, 2027 | $1.05 |
VOW3.DE | Ex-Dividend | Jun 19, 2027 | $6.04 |
Performance Metrics
Score 3.9/10
Beta
0.96
0.96
0
0.8
1.2
0
2
Sharpe Ratio
0.44
0.44
0
0.5
1
1.5
1.5
Sortino Ratio
0.72
0.72
0
1
2
3
3
Jensen's Alpha
-1.75
-1.75
-2
0
2
4.5
4.5
Omega Ratio
0.91
0.91
0
1
1.5
2.5
2.5
Treynor Ratio
0.96
0.96
0
0.75
1.25
2
2
Information Ratio
-0.12
-0.12
-1
0.3
0.6
1
1
Calmar Ratio
0.2
0.2
0
0.3
0.6
1
1
Beta
0.96
0.96
0
0.8
1.2
0
2
Sharpe Ratio
0.44
0.44
0
0.5
1
1.5
1.5
Sortino Ratio
0.72
0.72
0
1
2
3
3
Jensen's Alpha
-1.75
-1.75
-2
0
2
4.5
4.5
Omega Ratio
0.91
0.91
0
1
1.5
2.5
2.5
Treynor Ratio
0.96
0.96
0
0.75
1.25
2
2
Information Ratio
-0.12
-0.12
-1
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
20.12
High:
AXON
170.55AXONLow:
RKLB
-261.16RKLBDetails
PEG Ratio
132.73
High:
TTD
7,523.81TTDLow:
BRZE
-3,120.15BRZEDetails
Price/Book
4.83
High:
PLTR
46.56PLTRLow:MCD
-161.19MCDDetails
Price/Sales
4.3
High:PLTR
79.03PLTRLow:VOW3.DE
0.11VOW3.DEDetails
Price/CF
20.06
High:
LMND
236.22LMNDLow:VOW3.DE
2VOW3.DEDetails
Price/FCF
60.72
High:9988.HK
2,771.019988.HKLow:JD.US
7.72JD.USDetails
P/E Ratio
20.12
High:AXON
170.55AXONLow:RKLB
-261.16RKLBDetails
PEG Ratio
132.73
High:TTD
7,523.81TTDLow:BRZE
-3,120.15BRZEDetails
Price/Book
4.83
High:PLTR
46.56PLTRLow:MCD
-161.19MCDDetails
Price/Sales
4.3
High:PLTR
79.03PLTRLow:VOW3.DE
0.11VOW3.DEDetails
Price/CF
20.06
High:LMND
236.22LMNDLow:VOW3.DE
2VOW3.DEDetails
Price/FCF
60.72
High:9988.HK
2,771.019988.HKLow:JD.US
7.72JD.USDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-57.96% | Jul 2021 | May 2025 | 46 |
-16.7% | Oct 2025 | - | 13 |
-3.86% | Feb 2021 | Jun 2021 | 4 |
-1.28% | Sep 2020 | Nov 2020 | 2 |