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+0.56%
This Month
+0.56%
Year To Date
+87.83%
2 Years
+556.04%
5 Years
+2044.61%
10 Years
+77.68%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies38.7%
- 🖥️ Technology Services23.71%
- 💻 Electronic Technology9.57%
- 📊 ETFs7.34%
- 🧬 Health Technology4.12%
- ⚡ Utilities2.51%
- 🚗 Consumer Durables2.31%
- 🛍️ Retail Trade2.26%
- 💰 Finance2.15%
- 🪨 Non Energy Minerals1.91%
- 🛠️ Producer Manufacturing1.56%
- 💵 Cash1.43%
- ⛏️ Energy Minerals1.15%
- 🚚 Transportation1.14%
- 💼 Commercial Services0.56%
- 💇♀️ Consumer Services0.11%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency38.7%
- 🇺🇸 Nasdaq27.98%
- 🇺🇸 NYSE13.16%
- 🇮🇹 Borsa Italiana8.78%
- 🇭🇰 Hong Kong Exchanges4.04%
- 🇳🇱 Euronext Amsterdam2.01%
- 🇩🇪 Xetra ETFs1.24%
- 🇳🇴 Oslo Stock Exchange1.14%
- 🇺🇸 Chicago Board Options Exchange0.92%
- 🇨🇭 SIX0.76%
- 🇩🇰 Copenhagen Stock Exchange0.38%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States29.28%
- 🇮🇹 Italy8.78%
- 🇨🇳 China4.15%
- 🇨🇦 Canada2.07%
- 🇳🇱 Netherlands2.01%
- 🇮🇪 Ireland1.46%
- 🇧🇷 Brazil1.15%
- 🇳🇴 Norway1.14%
- 🇮🇱 Israel1.08%
- 🇰🇾 Cayman Islands0.8%
- 🇨🇭 Switzerland0.76%
- 🇩🇰 Denmark0.38%
Dividends
Dividend Yield
0.63%
17 out of 48 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $MPCC.OL (15.57%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 MPCC.OL | 0.18% | 15.57% | $5.9 |
 ENEL.MI | 0.14% | 5.47% | $0.43 |
 PBR.A | 0.11% | 9.24% | $2.21 |
 LDO.MI | 0.06% | 0.89% | $0.28 |
 MDT.US | 0.03% | 2.89% | $2.77 |
 META | 0.03% | 0.35% | $1 |
 9988.HK | 0.01% | 0.63% | $0.98 |
 AMGN | 0.01% | 2.96% | $8.76 |
 ASML.NV | 0.01% | 0.58% | $6.1 |
 NOVO-B.CO | 0.01% | 3.06% | $9.4 |
 ABBN.ZU | 0.01% | 1.52% | $0.87 |
 ROK | 0.01% | 1.28% | $5 |
 ACN | 0.01% | 2.28% | $4.99 |
 SYK | 0.01% | 0.95% | $3.15 |
 CCJ | 0% | 0.15% | $0.09 |
 EDU | 0% | 1.07% | - |
 NVDA | 0% | 0.02% | $0.02 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 8.3/10
Beta
1.88
1.88
0
0.8
1.2
0
2
Sharpe Ratio
0.93
0.93
0
0.5
1
1.5
1.5
Sortino Ratio
3.06
3.06
0
1
2
4
4
Jensen's Alpha
61.62
61.62
-2
0
2
62
62
Omega Ratio
2.77
2.77
0
1
1.5
3
3
Treynor Ratio
3.17
3.17
0
0.75
1.25
4
4
Information Ratio
0.84
0.84
0
0.3
0.6
1
1
Calmar Ratio
1.1
1.1
0
0.3
0.6
2
2
Beta
1.88
1.88
0
0.8
1.2
0
2
Sharpe Ratio
0.93
0.93
0
0.5
1
1.5
1.5
Sortino Ratio
3.06
3.06
0
1
2
4
4
Jensen's Alpha
61.62
61.62
-2
0
2
62
62
Omega Ratio
2.77
2.77
0
1
1.5
3
3
Treynor Ratio
3.17
3.17
0
0.75
1.25
4
4
Information Ratio
0.84
0.84
0
0.3
0.6
1
1
Calmar Ratio
1.1
1.1
0
0.3
0.6
2
2
Portfolio Valuation
Based on current positions
P/E Ratio
37.12
High:
PLTR
394.13PLTRLow:
CRWD
-350.43CRWDDetails
PEG Ratio
274.76
High:ACN
1,887.5ACNLow:
9866.HK
-114.759866.HKDetails
Price/Book
10.28
High:PLTR
60.95PLTRLow:
WIX
-15.22WIXDetails
Price/Sales
9.38
High:PLTR
111.21PLTRLow:
CSIQ
0.24CSIQDetails
Price/CF
25.76
High:PLTR
258.05PLTRLow:PBR.A
2.33PBR.ADetails
Price/FCF
58.65
High:ENEL.MI
502.5ENEL.MILow:
NU
8.22NUDetails
P/E Ratio
37.12
High:PLTR
394.13PLTRLow:CRWD
-350.43CRWDDetails
PEG Ratio
274.76
High:ACN
1,887.5ACNLow:9866.HK
-114.759866.HKDetails
Price/Book
10.28
High:PLTR
60.95PLTRLow:WIX
-15.22WIXDetails
Price/Sales
9.38
High:PLTR
111.21PLTRLow:CSIQ
0.24CSIQDetails
Price/CF
25.76
High:PLTR
258.05PLTRLow:PBR.A
2.33PBR.ADetails
Price/FCF
58.65
High:ENEL.MI
502.5ENEL.MILow:NU
8.22NUDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-61.81% | Sep 2021 | Mar 2024 | 30 |
-20.64% | May 2021 | Aug 2021 | 3 |
-15.94% | Sep 2020 | Nov 2020 | 2 |
-15.48% | Oct 2025 | - | 4 |
-13.88% | Feb 2025 | May 2025 | 3 |
-11.07% | Mar 2020 | Apr 2020 | 1 |
-10.76% | Apr 2024 | Oct 2024 | 6 |
-3.51% | Dec 2024 | Jan 2025 | 1 |
-3.01% | Jun 2020 | Jul 2020 | 1 |
-0.2% | Aug 2025 | Sep 2025 | 1 |