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+4.31%
This Month
-7.01%
Year To Date
+30.59%
2 Years
+125.17%
5 Years
+1883.13%
10 Years
+66.88%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies30.12%
- 🖥️ Technology Services29.06%
- 💻 Electronic Technology11.5%
- ❓ Other7.79%
- 📊 ETFs4.09%
- ⚡ Utilities2.93%
- 🧬 Health Technology2.75%
- 🛠️ Producer Manufacturing2.46%
- 🚗 Consumer Durables2.42%
- 🚚 Transportation1.71%
- 🛍️ Retail Trade1.65%
- 🪨 Non Energy Minerals1.41%
- 💼 Commercial Services0.75%
- 💰 Finance0.72%
- ⛏️ Energy Minerals0.33%
- 💵 Cash0.27%
- 💇♀️ Consumer Services0.11%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency30.12%
- 🇺🇸 Nasdaq27.99%
- 🇺🇸 NYSE11.79%
- Regular Trading Hours - RTH8.07%
- 🇭🇰 Hong Kong Exchanges7.31%
- 🇮🇹 Borsa Italiana6.21%
- 🇳🇱 Euronext Amsterdam3.02%
- 🇳🇴 Oslo Stock Exchange1.71%
- 🇩🇪 Xetra ETFs1.27%
- 🇨🇭 SIX1.06%
- 🇺🇸 Chicago Board Options Exchange0.92%
- 🇩🇰 Copenhagen Stock Exchange0.33%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States33.36%
- 🇨🇳 China7.42%
- 🇮🇹 Italy6.21%
- 🇳🇱 Netherlands3.02%
- 🇳🇴 Norway1.71%
- 🇨🇦 Canada1.53%
- 🇮🇪 Ireland1.17%
- 🇨🇭 Switzerland1.06%
- 🇧🇷 Brazil1.05%
- 🇮🇱 Israel0.94%
- 🇩🇰 Denmark0.33%
Dividends
Dividend Yield
0.52%
21 out of 57 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $MPCC.OL (7.66%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 ENEL.MI | 0.14% | 4.89% | $0.43 |
 MPCC.OL | 0.13% | 7.66% | $5.9 |
 LDO.MI | 0.04% | 1.22% | $0.28 |
 MDT.US | 0.03% | 3.5% | $2.77 |
 META | 0.03% | 0.34% | $1 |
 PBR.A | 0.02% | 5.72% | $2.21 |
 0700.HK | 0.02% | 1.2% | $3.4 |
 9988.HK | 0.01% | 0.91% | $0.98 |
 ASML.NV | 0.01% | 0.47% | $6.1 |
 AMGN | 0.01% | 2.7% | $8.76 |
 ABBN.ZU | 0.01% | 1.16% | $0.87 |
 NOVO-B.CO | 0.01% | 3.66% | $9.4 |
 ROK | 0.01% | 1.22% | $5 |
 ACN | 0.01% | 4.67% | $4.99 |
 SYK | 0.01% | 1.13% | $3.15 |
 AVGO | 0% | 0.64% | $19.7 |
 CCJ | 0% | 0.19% | $0.09 |
 EDU | 0% | 2.38% | - |
 NVDA | 0% | 0.13% | $0.02 |
 BESI.NV | 0% | 0.64% | $2.15 |
 VRT | 0% | 0.07% | $0.06 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
SYK | Pay Day | Jul 31, 2026 | $0.88 |
Performance Metrics
Score 8.3/10
Beta
1.79
1.79
0
0.8
1.2
0
2
Sharpe Ratio
0.89
0.89
0
0.5
1
1.5
1.5
Sortino Ratio
2.91
2.91
0
1
2
3
3
Jensen's Alpha
55.79
55.79
-2
0
2
56
56
Omega Ratio
2.61
2.61
0
1
1.5
3
3
Treynor Ratio
3.11
3.11
0
0.75
1.25
4
4
Information Ratio
0.79
0.79
0
0.3
0.6
1
1
Calmar Ratio
1
1
0
0.3
0.6
2
2
Beta
1.79
1.79
0
0.8
1.2
0
2
Sharpe Ratio
0.89
0.89
0
0.5
1
1.5
1.5
Sortino Ratio
2.91
2.91
0
1
2
3
3
Jensen's Alpha
55.79
55.79
-2
0
2
56
56
Omega Ratio
2.61
2.61
0
1
1.5
3
3
Treynor Ratio
3.11
3.11
0
0.75
1.25
4
4
Information Ratio
0.79
0.79
0
0.3
0.6
1
1
Calmar Ratio
1
1
0
0.3
0.6
2
2
Portfolio Valuation
Based on current positions
P/E Ratio
32.26
High:
TSLA
372.52TSLALow:
CRWD
-3,974.1CRWDDetails
PEG Ratio
-213.99
High:MDT.US
710.41MDT.USLow:CRWD
-5,401.66CRWDDetails
Price/Book
9.18
High:
RBLX
91.71RBLXLow:
WIX
-26.95WIXDetails
Price/Sales
9.29
High:
PLTR
62.4PLTRLow:
CSIQ
0.19CSIQDetails
Price/CF
18.6
High:PLTR
138.09PLTRLow:PBR.A
3.54PBR.ADetails
Price/FCF
43.17
High:9988.HK
2,771.019988.HKLow:
NU
8.56NUDetails
P/E Ratio
32.26
High:TSLA
372.52TSLALow:CRWD
-3,974.1CRWDDetails
PEG Ratio
-213.99
High:MDT.US
710.41MDT.USLow:CRWD
-5,401.66CRWDDetails
Price/Book
9.18
High:RBLX
91.71RBLXLow:WIX
-26.95WIXDetails
Price/Sales
9.29
High:PLTR
62.4PLTRLow:CSIQ
0.19CSIQDetails
Price/CF
18.6
High:PLTR
138.09PLTRLow:PBR.A
3.54PBR.ADetails
Price/FCF
43.17
High:9988.HK
2,771.019988.HKLow:NU
8.56NUDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-61.81% | Sep 2021 | Mar 2024 | 30 |
-24.66% | Oct 2025 | - | 10 |
-20.64% | May 2021 | Aug 2021 | 3 |
-15.94% | Sep 2020 | Nov 2020 | 2 |
-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 |