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+5.36%
This Month
-8.82%
Year To Date
+53.2%
2 Years
+11.18%
5 Years
+81.9%
10 Years
+10.8%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies22.98%
- 🖥️ Technology Services20.52%
- 🛍️ Retail Trade11.18%
- 🍞 Consumer Non Durables8.18%
- 💻 Electronic Technology7.12%
- 🚗 Consumer Durables5.98%
- 💇♀️ Consumer Services5.91%
- 💰 Finance4.93%
- 🧬 Health Technology4.36%
- 💼 Commercial Services4.08%
- 🛠️ Producer Manufacturing1.77%
- 🏥 Health Services1.61%
- 🧪 Process Industries0.9%
- 📦 Distribution Services0.49%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq42.65%
- 🇺🇸 NYSE25.24%
- 🌍 Digital Currency22.98%
- 🇩🇪 FRA4.3%
- 🇩🇰 Copenhagen Stock Exchange2.33%
- 🇭🇰 Hong Kong Exchanges1.31%
- 🇫🇷 Euronext Paris1.2%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States47.93%
- 🇨🇳 China5.99%
- 🇺🇾 Uruguay5.08%
- 🇨🇦 Canada4.7%
- 🇩🇪 Germany4.3%
- 🇩🇰 Denmark2.33%
- 🇨🇭 Switzerland1.75%
- 🇫🇷 France1.2%
- 🇸🇬 Singapore1.11%
- 🇮🇹 Italy1.02%
- 🇬🇧 United Kingdom0.97%
- 🇮🇱 Israel0.64%
Dividends
Dividend Yield
0.98%
18 out of 56 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $VOW3.DE (7.24%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 VOW3.DE | 0.31% | 7.24% | $9.06 |
 PGR | 0.19% | 6.75% | $1.15 |
 NKE | 0.17% | 3.79% | $1.45 |
 NOVO-B.CO | 0.08% | 3.61% | $9.4 |
 DIS | 0.04% | 1.56% | $0.75 |
 JD.US | 0.04% | 3.22% | $0.74 |
 HOFT | 0.03% | 4.03% | $0.91 |
 ATKR | 0.02% | 1.77% | $0.64 |
 BABA | 0.02% | 0.87% | $0.98 |
 ARE | 0.01% | 7.03% | $5.02 |
 KER.PA | 0.01% | 1.2% | $14 |
 RACE | 0.01% | 1.13% | $2.64 |
 9988.HK | 0.01% | 0.88% | $0.98 |
 MSFT | 0.01% | 0.92% | $3 |
 GOOG | 0.01% | 0.24% | $0.2 |
 PAYC | 0% | 1.05% | $1.5 |
 CI | 0% | 2.13% | $5.26 |
 PYPL | 0% | 0.75% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 3.7/10
Beta
0.95
0.95
0
0.8
1.2
0
2
Sharpe Ratio
0.41
0.41
0
0.5
1
1.5
1.5
Sortino Ratio
0.65
0.65
0
1
2
3
3
Jensen's Alpha
-2.73
-2.73
-3
0
2
4.5
4.5
Omega Ratio
0.87
0.87
0
1
1.5
2.5
2.5
Treynor Ratio
0.89
0.89
0
0.75
1.25
2
2
Information Ratio
-0.18
-0.18
-1
0.3
0.6
1
1
Calmar Ratio
0.18
0.18
0
0.3
0.6
1
1
Beta
0.95
0.95
0
0.8
1.2
0
2
Sharpe Ratio
0.41
0.41
0
0.5
1
1.5
1.5
Sortino Ratio
0.65
0.65
0
1
2
3
3
Jensen's Alpha
-2.73
-2.73
-3
0
2
4.5
4.5
Omega Ratio
0.87
0.87
0
1
1.5
2.5
2.5
Treynor Ratio
0.89
0.89
0
0.75
1.25
2
2
Information Ratio
-0.18
-0.18
-1
0.3
0.6
1
1
Calmar Ratio
0.18
0.18
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
25.38
High:KER.PA
422.76KER.PALow:
BIDU
-5,065.95BIDUDetails
PEG Ratio
154.44
High:
ABNB
1,517.6ABNBLow:
RKLB
-1,227.64RKLBDetails
Price/Book
5.47
High:
PLTR
35.97PLTRLow:VOW3.DE
0.2VOW3.DEDetails
Price/Sales
4.42
High:RKLB
72.2RKLBLow:VOW3.DE
0.11VOW3.DEDetails
Price/CF
18.16
High:
AXON
227.41AXONLow:VOW3.DE
2.51VOW3.DEDetails
Price/FCF
52.39
High:9988.HK
2,771.019988.HKLow:PYPL
7.94PYPLDetails
P/E Ratio
25.38
High:KER.PA
422.76KER.PALow:BIDU
-5,065.95BIDUDetails
PEG Ratio
154.44
High:ABNB
1,517.6ABNBLow:RKLB
-1,227.64RKLBDetails
Price/Book
5.47
High:PLTR
35.97PLTRLow:VOW3.DE
0.2VOW3.DEDetails
Price/Sales
4.42
High:RKLB
72.2RKLBLow:VOW3.DE
0.11VOW3.DEDetails
Price/CF
18.16
High:AXON
227.41AXONLow:VOW3.DE
2.51VOW3.DEDetails
Price/FCF
52.39
High:9988.HK
2,771.019988.HKLow:PYPL
7.94PYPLDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-57.96% | Jul 2021 | May 2025 | 46 |
-16.7% | Oct 2025 | - | 10 |
-3.86% | Feb 2021 | Jun 2021 | 4 |
-1.28% | Sep 2020 | Nov 2020 | 2 |