Loading...
+0.34%
Today
-4.24%
This Month
-9.92%
Year To Date
+25.31%
2 Years
+46.76%
5 Years
+16.01%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- π» Electronic Technology19.36%
- π ETFs18.22%
- πͺ Cryptocurrencies13.61%
- ποΈ Retail Trade12.96%
- π° Finance11.69%
- π₯οΈ Technology Services7.83%
- π Consumer Non Durables6.54%
- βοΈ Energy Minerals3.81%
- 𧬠Health Technology2.99%
- β‘ Utilities1.58%
- πΌ Commercial Services1.4%
Exchanges Breakdown
- Exchange
- Total
- πΊπΈ NYSE41.87%
- πΊπΈ Nasdaq24.86%
- π Digital Currency13.61%
- πΊπΈ Chicago Board Options Exchange7.66%
- π³π± Euronext Amsterdam6.12%
- π©π° Copenhagen Stock Exchange2.99%
- π«π· Euronext Paris2.89%
Countries Breakdown
- Country
- Total
- πΊπΈ United States46.24%
- π³π± Netherlands6.12%
- πΊπΎ Uruguay5.48%
- π¨π³ China4.46%
- π©π° Denmark2.99%
- π«π· France2.89%
Dividends
Dividend Yield
0.84%
15 out of 27 instruments pay dividend.
3 dividend payments in the next 30 days.
Highest Dividend: $LMT (2.78%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 VOOV | 0.1% | 2.14% | - |
 NKE | 0.1% | 2.76% | $1.45 |
 OXY | 0.09% | 2.27% | $0.8 |
 NOVO-B.CO | 0.08% | 2.73% | $9.4 |
 MC.PA | 0.08% | 2.68% | $13 |
 LMT | 0.07% | 2.78% | $12.45 |
 INDA | 0.06% | 0.78% | - |
 ASML.NV | 0.06% | 1.14% | $6.1 |
 JPM | 0.05% | 2.18% | $4.4 |
 GS | 0.05% | 2.36% | $11 |
 BABA | 0.04% | 0.9% | $0.98 |
 MSFT | 0.03% | 0.88% | $3 |
 GOOGL | 0.02% | 0.53% | $0.2 |
 VST | 0.01% | 0.76% | $0.85 |
 NVDA | 0% | 0.04% | $0.02 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
MC.PA | Ex-Dividend | Apr 24, 2025 | $8.54 |
ASML.NV | Ex-Dividend | Apr 25, 2025 | $2.10 |
MC.PA | Pay Day | Apr 28, 2025 | $8.54 |
JPM | Pay Day | Apr 30, 2025 | $1.40 |
ASML.NV | Pay Day | May 6, 2025 | $2.10 |
MSFT | Ex-Dividend | May 15, 2025 | $0.83 |
GS | Ex-Dividend | May 30, 2025 | $3.00 |
MSFT | Pay Day | Jun 12, 2025 | $0.83 |
GS | Pay Day | Jun 27, 2025 | $3.00 |
VOOV | Pay Day | Jul 2, 2025 | $0.99 |
INDA | Pay Day | Dec 20, 2025 | $0.40 |
Performance Metrics
Score 6.6/10
Beta
0.97
0.97
0
0.8
1.2
0
2
Sharpe Ratio
0.66
0.66
0
0.5
1
1.5
1.5
Sortino Ratio
1.21
1.21
0
1
2
3
3
Jensen's Alpha
4.94
4.94
-2
0
2
5
5
Omega Ratio
1.53
1.53
0
1
1.5
2.5
2.5
Treynor Ratio
1.06
1.06
0
0.75
1.25
2
2
Information Ratio
0.48
0.48
0
0.3
0.6
1
1
Calmar Ratio
1.07
1.07
0
0.3
0.6
2
2
Beta
0.97
0.97
0
0.8
1.2
0
2
Sharpe Ratio
0.66
0.66
0
0.5
1
1.5
1.5
Sortino Ratio
1.21
1.21
0
1
2
3
3
Jensen's Alpha
4.94
4.94
-2
0
2
5
5
Omega Ratio
1.53
1.53
0
1
1.5
2.5
2.5
Treynor Ratio
1.06
1.06
0
0.75
1.25
2
2
Information Ratio
0.48
0.48
0
0.3
0.6
1
1
Calmar Ratio
1.07
1.07
0
0.3
0.6
2
2
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
22.23
High:
AMD
87.22AMDLow:
BA
-8.83BADetails
PEG Ratio
71.11
High:
MSFT
239.3MSFTLow:
BTBT
2.85BTBTDetails
Price/Book
4.52
High:
NVDA
31.32NVDALow:BA
-30.99BADetails
Price/Sales
4.54
High:
ADYEN.NV
20.07ADYEN.NVLow:
GS
1.38GSDetails
Price/CF
21.86
High:BTBT
130.4BTBTLow:GS
2.57GSDetails
Price/FCF
41.95
High:
NOVO-B.CO
93.75NOVO-B.COLow:GS
2.82GSDetails
P/E Ratio
22.23
High:AMD
87.22AMDLow:BA
-8.83BADetails
PEG Ratio
71.11
High:MSFT
239.3MSFTLow:BTBT
2.85BTBTDetails
Price/Book
4.52
High:NVDA
31.32NVDALow:BA
-30.99BADetails
Price/Sales
4.54
High:ADYEN.NV
20.07ADYEN.NVLow:GS
1.38GSDetails
Price/CF
21.86
High:BTBT
130.4BTBTLow:GS
2.57GSDetails
Price/FCF
41.95
High:NOVO-B.CO
93.75NOVO-B.COLow:GS
2.82GSDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-15.18% | Aug 2022 | Apr 2023 | 8 |
-13.08% | Dec 2024 | - | 5 |
-6.31% | Aug 2023 | Nov 2023 | 3 |
-3.61% | Apr 2024 | May 2024 | 1 |
-1.1% | Oct 2024 | Nov 2024 | 1 |