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-2.42%
This Month
+25.3%
Year To Date
+135.59%
2 Years
+1111.31%
5 Years
+2295.53%
10 Years
+84.92%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies42.57%
- 🖥️ Technology Services24.61%
- 💻 Electronic Technology7.59%
- 📊 ETFs6.26%
- 🧬 Health Technology3.71%
- 🚗 Consumer Durables2.99%
- ⚡ Utilities2.31%
- 💰 Finance2.27%
- 🛍️ Retail Trade2.04%
- 🪨 Non Energy Minerals1.4%
- 🛠️ Producer Manufacturing1.36%
- ⛏️ Energy Minerals1.11%
- 🚚 Transportation1.02%
- 💼 Commercial Services0.54%
- 💵 Cash0.2%
- 💇♀️ Consumer Services0.11%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency42.57%
- 🇺🇸 Nasdaq28.97%
- 🇺🇸 NYSE11.22%
- 🇮🇹 Borsa Italiana7.13%
- 🇭🇰 Hong Kong Exchanges4.52%
- 🇳🇱 Euronext Amsterdam1.44%
- 🇩🇪 Xetra ETFs1.17%
- 🇳🇴 Oslo Stock Exchange1.02%
- 🇺🇸 Chicago Board Options Exchange0.9%
- 🇨🇭 SIX0.67%
- 🇩🇰 Copenhagen Stock Exchange0.28%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States29.54%
- 🇮🇹 Italy7.13%
- 🇨🇳 China4.63%
- 🇮🇱 Israel1.65%
- 🇨🇦 Canada1.6%
- 🇳🇱 Netherlands1.44%
- 🇮🇪 Ireland1.27%
- 🇧🇷 Brazil1.11%
- 🇳🇴 Norway1.02%
- 🇰🇾 Cayman Islands0.72%
- 🇨🇭 Switzerland0.67%
- 🇩🇰 Denmark0.28%
Dividends
Dividend Yield
0.61%
17 out of 48 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $MPCC.OL (19.26%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 MPCC.OL | 0.2% | 19.26% | $5.9 |
 ENEL.MI | 0.12% | 5.25% | $0.43 |
 PBR.A | 0.11% | 9.82% | $2.21 |
 LDO.MI | 0.05% | 1.05% | $0.28 |
 MDT.US | 0.03% | 2.97% | $2.77 |
 META | 0.03% | 0.33% | $1 |
 9988.HK | 0.01% | 0.64% | $0.98 |
 AMGN | 0.01% | 2.84% | $8.76 |
 ASML.NV | 0.01% | 0.74% | $6.1 |
 NOVO-B.CO | 0.01% | 3.71% | $9.4 |
 ABBN.ZU | 0.01% | 1.58% | $0.87 |
 ROK | 0.01% | 1.36% | $5 |
 ACN | 0.01% | 2.51% | $4.99 |
 SYK | 0.01% | 0.93% | $3.15 |
 CCJ | 0% | 0.13% | $0.09 |
 EDU | 0% | 1.04% | - |
 NVDA | 0% | 0.02% | $0.02 |
Performance Metrics
Score 8.4/10
Beta
1.87
1.87
0
0.8
1.2
0
2
Sharpe Ratio
0.98
0.98
0
0.5
1
1.5
1.5
Sortino Ratio
3.29
3.29
0
1
2
4
4
Jensen's Alpha
67.98
67.98
-2
0
2
68
68
Omega Ratio
2.98
2.98
0
1
1.5
3
3
Treynor Ratio
3.39
3.39
0
0.75
1.25
4
4
Information Ratio
0.89
0.89
0
0.3
0.6
1
1
Calmar Ratio
1.21
1.21
0
0.3
0.6
2
2
Beta
1.87
1.87
0
0.8
1.2
0
2
Sharpe Ratio
0.98
0.98
0
0.5
1
1.5
1.5
Sortino Ratio
3.29
3.29
0
1
2
4
4
Jensen's Alpha
67.98
67.98
-2
0
2
68
68
Omega Ratio
2.98
2.98
0
1
1.5
3
3
Treynor Ratio
3.39
3.39
0
0.75
1.25
4
4
Information Ratio
0.89
0.89
0
0.3
0.6
1
1
Calmar Ratio
1.21
1.21
0
0.3
0.6
2
2
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
41.18
High:
PLTR
452.78PLTRLow:
CRWD
-465.93CRWDDetails
PEG Ratio
278.62
High:
LDO.MI
466.25LDO.MILow:
VRTX
3.4VRTXDetails
Price/Book
11.43
High:PLTR
70.02PLTRLow:
9866.HK
-93.39866.HKDetails
Price/Sales
10.49
High:PLTR
127.76PLTRLow:
CSIQ
0.37CSIQDetails
Price/CF
26.64
High:PLTR
258.05PLTRLow:
MPCC.OL
2.26MPCC.OLDetails
Price/FCF
59.9
High:PLTR
261.46PLTRLow:
NU
10.48NUDetails
P/E Ratio
41.18
High:PLTR
452.78PLTRLow:CRWD
-465.93CRWDDetails
PEG Ratio
278.62
High:LDO.MI
466.25LDO.MILow:VRTX
3.4VRTXDetails
Price/Book
11.43
High:PLTR
70.02PLTRLow:9866.HK
-93.39866.HKDetails
Price/Sales
10.49
High:PLTR
127.76PLTRLow:CSIQ
0.37CSIQDetails
Price/CF
26.64
High:PLTR
258.05PLTRLow:MPCC.OL
2.26MPCC.OLDetails
Price/FCF
59.9
High:PLTR
261.46PLTRLow:NU
10.48NUDetails
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 |
-13.88% | Feb 2025 | May 2025 | 3 |
-11.07% | Mar 2020 | Apr 2020 | 1 |
-10.76% | Apr 2024 | Oct 2024 | 6 |
-5.06% | Oct 2025 | - | 2 |
-3.51% | Dec 2024 | Jan 2025 | 1 |
-3.01% | Jun 2020 | Jul 2020 | 1 |
-0.2% | Aug 2025 | Sep 2025 | 1 |