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+0.21%
Today
+1.97%
This Month
+5.13%
Year To Date
+33.56%
2 Years
+71.28%
5 Years
+21.61%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- π» Electronic Technology19.47%
- πͺ Cryptocurrencies14.03%
- π° Finance11.39%
- π₯οΈ Technology Services10%
- ποΈ Retail Trade8.07%
- π Consumer Non Durables6.55%
- 𧬠Health Technology6.26%
- π ETFs5.89%
- πΌ Commercial Services4.53%
- π₯ Health Services3.79%
- βοΈ Energy Minerals3.79%
- β‘ Utilities2.32%
- π οΈ Producer Manufacturing2.13%
- πββοΈ Consumer Services1.78%
- π΅ Cash0%
Exchanges Breakdown
- Exchange
- Total
- πΊπΈ Nasdaq33.17%
- πΊπΈ NYSE30.67%
- π Digital Currency14.03%
- π©π° Copenhagen Stock Exchange6.26%
- π«π· Euronext Paris4.42%
- πΊπΈ Chicago Board Options Exchange4.39%
- π³π± Euronext Amsterdam4.38%
- π¬π§ LSE2.66%
Countries Breakdown
- Country
- Total
- πΊπΈ United States52.34%
- π³π± Netherlands9.3%
- π©π° Denmark6.26%
- π«π· France4.42%
- π¨π³ China2.68%
- π¬π§ United Kingdom2.66%
- πΊπΎ Uruguay2.42%
Dividends
Dividend Yield
1.1%
17 out of 29 instruments pay dividend.
8 dividend payments in the next 30 days.
Highest Dividend: $LAND.L (6.51%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 LAND.L | 0.17% | 6.51% | $0.4 |
 NOVO-B.CO | 0.15% | 2.32% | $9.4 |
 UNH | 0.11% | 2.81% | $7.74 |
 NKE | 0.1% | 2.5% | $1.45 |
 SW.PA | 0.08% | 4.65% | $3.1 |
 OXY | 0.08% | 2.16% | $0.8 |
 LMT | 0.08% | 2.71% | $12.45 |
 AALB.NV | 0.08% | 3.62% | $1.13 |
 MC.PA | 0.07% | 2.76% | $13 |
 ASML | 0.04% | 0.78% | $5.57 |
 INDA | 0.03% | 0.74% | - |
 MSFT | 0.03% | 0.69% | $3 |
 GOOG | 0.03% | 0.46% | $0.2 |
 BABA | 0.02% | 0.86% | $0.98 |
 IBKR | 0.02% | 0.51% | $0.55 |
 VST | 0.01% | 0.51% | $0.85 |
 NVDA | 0% | 0.03% | $0.02 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
GOOG | Ex-Dividend | Jun 9, 2025 | $0.21 |
OXY | Ex-Dividend | Jun 10, 2025 | $0.24 |
NVDA | Ex-Dividend | Jun 11, 2025 | $0.01 |
MSFT | Pay Day | Jun 12, 2025 | $0.83 |
BABA | Ex-Dividend | Jun 12, 2025 | $0.95 |
LAND.L | Ex-Dividend | Jun 12, 2025 | $0.16 |
IBKR | Pay Day | Jun 13, 2025 | $0.32 |
GOOG | Pay Day | Jun 16, 2025 | $0.21 |
UNH | Ex-Dividend | Jun 16, 2025 | $2.21 |
VST | Ex-Dividend | Jun 18, 2025 | $0.22 |
UNH | Pay Day | Jun 24, 2025 | $2.21 |
LMT | Pay Day | Jun 27, 2025 | $3.30 |
VST | Pay Day | Jun 30, 2025 | $0.22 |
NKE | Pay Day | Jul 1, 2025 | $0.40 |
NVDA | Pay Day | Jul 3, 2025 | $0.01 |
BABA | Pay Day | Jul 10, 2025 | $0.95 |
OXY | Pay Day | Jul 15, 2025 | $0.24 |
LAND.L | Pay Day | Jul 25, 2025 | $0.16 |
INDA | Pay Day | Dec 20, 2025 | $0.00 |
Performance Metrics
Score 7.1/10
Beta
0.98
0.98
0
0.8
1.2
0
2
Sharpe Ratio
0.78
0.78
0
0.5
1
1.5
1.5
Sortino Ratio
1.47
1.47
0
1
2
3
3
Jensen's Alpha
6.06
6.06
-2
0
2
7
7
Omega Ratio
1.71
1.71
0
1
1.5
2.5
2.5
Treynor Ratio
1.24
1.24
0
0.75
1.25
2
2
Information Ratio
0.62
0.62
0
0.3
0.6
1
1
Calmar Ratio
1.24
1.24
0
0.3
0.6
2
2
Beta
0.98
0.98
0
0.8
1.2
0
2
Sharpe Ratio
0.78
0.78
0
0.5
1
1.5
1.5
Sortino Ratio
1.47
1.47
0
1
2
3
3
Jensen's Alpha
6.06
6.06
-2
0
2
7
7
Omega Ratio
1.71
1.71
0
1
1.5
2.5
2.5
Treynor Ratio
1.24
1.24
0
0.75
1.25
2
2
Information Ratio
0.62
0.62
0
0.3
0.6
1
1
Calmar Ratio
1.24
1.24
0
0.3
0.6
2
2
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
26.55
High:
AMD
85.17AMDLow:
BA
-11.75BADetails
PEG Ratio
98.4
High:
MSFT
300.52MSFTLow:
LAND.L
5.23LAND.LDetails
Price/Book
6.1
High:
NVDA
41.22NVDALow:BA
-47.68BADetails
Price/Sales
5.28
High:
ADYEN.NV
24.72ADYEN.NVLow:
SW.PA
0.35SW.PADetails
Price/CF
20.23
High:AMD
48.52AMDLow:
IBKR
1.38IBKRDetails
Price/FCF
43.01
High:LAND.L
4,856.46LAND.LLow:IBKR
1.4IBKRDetails
P/E Ratio
26.55
High:AMD
85.17AMDLow:BA
-11.75BADetails
PEG Ratio
98.4
High:MSFT
300.52MSFTLow:LAND.L
5.23LAND.LDetails
Price/Book
6.1
High:NVDA
41.22NVDALow:BA
-47.68BADetails
Price/Sales
5.28
High:ADYEN.NV
24.72ADYEN.NVLow:SW.PA
0.35SW.PADetails
Price/CF
20.23
High:AMD
48.52AMDLow:IBKR
1.38IBKRDetails
Price/FCF
43.01
High:LAND.L
4,856.46LAND.LLow:IBKR
1.4IBKRDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-15.18% | Aug 2022 | Apr 2023 | 8 |
-8.93% | Dec 2024 | Jun 2025 | 6 |
-6.31% | Aug 2023 | Nov 2023 | 3 |
-3.61% | Apr 2024 | May 2024 | 1 |
-1.1% | Oct 2024 | Nov 2024 | 1 |