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-0.59%
This Month
-0.59%
Year To Date
+55.41%
2 Years
+67.13%
5 Years
+83.97%
10 Years
+6.75%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs72.47%
- 🧬 Health Technology6.75%
- 🖥️ Technology Services5.11%
- 💵 Cash4.96%
- 🍞 Consumer Non Durables3.55%
- 💻 Electronic Technology1.46%
- 🪙 Cryptocurrencies1.23%
- 🛠️ Producer Manufacturing0.88%
- 🌾 Commodities0.87%
- 💼 Commercial Services0.83%
- 💰 Finance0.69%
- 💇♀️ Consumer Services0.68%
- 🚗 Consumer Durables0.6%
- 📦 Distribution Services0.39%
- 🧩 Miscellaneous0.26%
- 🏭 Industrial Services0.25%
- 🛍️ Retail Trade0.19%
- 🧪 Process Industries0.08%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq35.86%
- 🇬🇧 LSE27.8%
- 🇺🇸 NYSE25.05%
- 🇩🇰 Copenhagen Stock Exchange2.1%
- 🌍 Digital Currency1.23%
- 🇫🇷 Euronext Paris1.04%
- 🌍 Commodity0.87%
- 🇦🇺 Sydney0.57%
- 🇩🇪 Xetra ETFs0.47%
- 🇮🇹 Borsa Italiana0.44%
- 🇩🇪 FRA0.35%
- 🇨🇭 SIX0.23%
- 🇸🇪 Stockholm Stock Exchange0.22%
- 🇳🇱 Euronext Amsterdam0.08%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States14.23%
- 🇬🇧 United Kingdom2.19%
- 🇩🇰 Denmark2.1%
- 🇫🇷 France1.04%
- 🇮🇹 Italy0.44%
- 🇩🇪 Germany0.35%
- 🇳🇿 New Zealand0.33%
- 🇦🇺 Australia0.24%
- 🇨🇭 Switzerland0.23%
- 🇸🇪 Sweden0.22%
- 🇮🇱 Israel0.21%
- 🇳🇱 Netherlands0.08%
Dividends
Dividend Yield
0.3%
52 out of 86 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $BBOX.L (4.88%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 NOVO-B.CO | 0.06% | 3.06% | $9.4 |
 ULVR.L | 0.03% | 3.61% | $1.47 |
 PM | 0.02% | 3.4% | $5.2 |
 TXN | 0.02% | 2.96% | $5.14 |
 OR.PA | 0.01% | 1.82% | $6.6 |
 PG | 0.01% | 2.89% | $3.83 |
 SYK | 0.01% | 0.95% | $3.15 |
 ZTS | 0.01% | 1.65% | $1.67 |
 ADP | 0.01% | 2.55% | $5.45 |
 GAW.L | 0.01% | 2.69% | $5.5 |
 NKE | 0.01% | 2.54% | $1.45 |
 GRG.L | 0.01% | 4.23% | $0.6 |
 MAR | 0.01% | 0.85% | $2.19 |
 RAA.DE | 0.01% | 2.43% | $13.5 |
 MSFT | 0% | 0.77% | $3 |
 REC.MI | 0% | 2.76% | $1.2 |
 GEBN.ZU | 0% | 2.14% | $12.7 |
 BBOX.L | 0% | 4.88% | $0.07 |
 MONC.MI | 0% | 2.63% | $1.15 |
 OTIS | 0% | 1.88% | $1.41 |
 HD | 0% | 2.47% | $8.52 |
 V | 0% | 0.75% | $2.01 |
 DPLM.L | 0% | 1.17% | $0.57 |
 MC.PA | 0% | 2.25% | $13 |
 FPH.ASX | 0% | 1.34% | $0.45 |
 ATCO-A.ST | 0% | 1.61% | $2.8 |
 CRDA.L | 0% | 4.11% | $1.09 |
 CHD | 0% | 1.29% | $1.11 |
 GOOGL | 0% | 0.26% | $0.2 |
 TNE.ASX | 0% | 1.02% | $0.17 |
 RSW.L | 0% | 2.12% | $0.76 |
 WKL.NV | 0% | 2.94% | $2.08 |
 VRSN | 0% | 0.93% | - |
 META | 0% | 0.35% | $1 |
 CWK.L | 0% | 2.07% | $0.9 |
 ROL | 0% | 1.08% | $0.58 |
 NSSC | 0% | 1.43% | $0.28 |
 EL.PA | 0% | 1.48% | $3.95 |
 MSCI | 0% | 1.24% | $5.96 |
 GGG | 0% | 1.32% | $1 |
 INTU | 0% | 0.85% | $3.6 |
 STX.US | 0% | 0.88% | $2.8 |
 PAYC | 0% | 1.01% | $1.5 |
 NEM.DE | 0% | 0.75% | $0.48 |
 HLMA.L | 0% | 0.66% | $0.22 |
 REY.MI | 0% | 1.04% | $1 |
 SMT.L | 0% | 0.37% | $0.03 |
 EA | 0% | 0.37% | $0.76 |
 AMBUB.CO | 0% | 0.48% | - |
 WDC | 0% | 0.14% | - |
 VRT | 0% | 0.1% | $0.06 |
 NVDA | 0% | 0.02% | $0.02 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 3.4/10
Beta
0.82
0.82
0
0.8
1.2
0
2
Sharpe Ratio
0.33
0.33
0
0.5
1
1.5
1.5
Sortino Ratio
0.45
0.45
0
1
2
3
3
Jensen's Alpha
-3.16
-3.16
-4
0
2
4.5
4.5
Omega Ratio
0.75
0.75
0
1
1.5
2.5
2.5
Treynor Ratio
0.64
0.64
0
0.75
1.25
2
2
Information Ratio
-0.36
-0.36
-1
0.3
0.6
1
1
Calmar Ratio
0.18
0.18
0
0.3
0.6
1
1
Beta
0.82
0.82
0
0.8
1.2
0
2
Sharpe Ratio
0.33
0.33
0
0.5
1
1.5
1.5
Sortino Ratio
0.45
0.45
0
1
2
3
3
Jensen's Alpha
-3.16
-3.16
-4
0
2
4.5
4.5
Omega Ratio
0.75
0.75
0
1
1.5
2.5
2.5
Treynor Ratio
0.64
0.64
0
0.75
1.25
2
2
Information Ratio
-0.36
-0.36
-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
31.36
High:
TSLA
280.13TSLALow:
CRWD
-350.43CRWDDetails
PEG Ratio
359.26
High:TXN
2,094.08TXNLow:
ACHR
-65.52ACHRDetails
Price/Book
10.25
High:
FTNT
76.26FTNTLow:STX.US
-1,104.9STX.USDetails
Price/Sales
8.74
High:CRWD
24.37CRWDLow:ACHR
-ACHRDetails
Price/CF
21.9
High:TSLA
99.57TSLALow:GRG.L
6.8GRG.LDetails
Price/FCF
56.83
High:TXN
4,155.74TXNLow:
CPRX
10.67CPRXDetails
P/E Ratio
31.36
High:TSLA
280.13TSLALow:CRWD
-350.43CRWDDetails
PEG Ratio
359.26
High:TXN
2,094.08TXNLow:ACHR
-65.52ACHRDetails
Price/Book
10.25
High:FTNT
76.26FTNTLow:STX.US
-1,104.9STX.USDetails
Price/Sales
8.74
High:CRWD
24.37CRWDLow:ACHR
-ACHRDetails
Price/CF
21.9
High:TSLA
99.57TSLALow:GRG.L
6.8GRG.LDetails
Price/FCF
56.83
High:TXN
4,155.74TXNLow:CPRX
10.67CPRXDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-38.73% | Feb 2018 | Feb 2024 | 72 |
-13.28% | Feb 2025 | Jun 2025 | 4 |
-7.47% | Apr 2024 | Jun 2024 | 2 |
-4.93% | Jun 2017 | Oct 2017 | 4 |
-3.37% | Nov 2025 | - | 3 |
-2.72% | Nov 2016 | Dec 2016 | 1 |
-2.33% | Dec 2024 | Jan 2025 | 1 |
-2.02% | Oct 2024 | Nov 2024 | 1 |