Loading...
-0.33%
This Month
-0.05%
Year To Date
+36.53%
2 Years
+76.66%
5 Years
+2031.67%
10 Years
+66.52%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies31.63%
- 🖥️ Technology Services30.32%
- 💵 Cash9.42%
- 💻 Electronic Technology7.06%
- 📊 ETFs4.33%
- 🛠️ Producer Manufacturing3.48%
- 🧬 Health Technology2.75%
- ⚡ Utilities2.49%
- 🪨 Non Energy Minerals2.16%
- 🚗 Consumer Durables1.85%
- 🚚 Transportation1.84%
- 🛍️ Retail Trade1.49%
- ❓ Other1.09%
- 🧩 Miscellaneous0.76%
- 💼 Commercial Services0.72%
- 💰 Finance0.71%
- ⛏️ Energy Minerals0.34%
- 💇♀️ Consumer Services0.12%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency31.63%
- 🇺🇸 Nasdaq26.34%
- 🇺🇸 NYSE11.67%
- 🇭🇰 Hong Kong Exchanges7.21%
- 🇮🇹 Borsa Italiana6.52%
- 🇳🇱 Euronext Amsterdam2.68%
- 🇳🇴 Oslo Stock Exchange1.84%
- Regular Trading Hours - RTH1.24%
- 🇩🇪 Xetra ETFs1.13%
- 🇨🇭 SIX0.95%
- 🇺🇸 Chicago Board Options Exchange0.87%
- 🇬🇧 LSE0.76%
- 🇩🇰 Copenhagen Stock Exchange0.29%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States30.73%
- 🇨🇳 China7.34%
- 🇮🇹 Italy6.52%
- 🇳🇱 Netherlands2.68%
- 🇳🇴 Norway1.84%
- 🇨🇦 Canada1.58%
- 🇮🇪 Ireland1.28%
- 🇮🇱 Israel1.07%
- 🇧🇷 Brazil1.05%
- 🇨🇭 Switzerland0.95%
- 🇩🇰 Denmark0.29%
Dividends
Dividend Yield
0.49%
21 out of 61 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $MPCC.OL (6.8%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 ENEL.MI | 0.13% | 5.4% | $0.43 |
 MPCC.OL | 0.12% | 6.8% | $5.9 |
 LDO.MI | 0.03% | 1.25% | $0.28 |
 MDT.US | 0.03% | 3.03% | $2.77 |
 META | 0.03% | 0.34% | $1 |
 PBR.A | 0.02% | 5.26% | $2.21 |
 0700.HK | 0.02% | 1.2% | $3.4 |
 9988.HK | 0.01% | 0.93% | $0.98 |
 ASML.NV | 0.01% | 0.51% | $6.1 |
 AMGN | 0.01% | 2.24% | $8.76 |
 ABBN.ZU | 0.01% | 1.21% | $0.87 |
 NOVO-B.CO | 0.01% | 3.91% | $9.4 |
 ROK | 0.01% | 1.27% | $5 |
 ACN | 0.01% | 3.49% | $4.99 |
 SYK | 0.01% | 1.15% | $3.15 |
 DAN.MI | 0% | 0.52% | $0.31 |
 PRY.MI | 0% | 0.73% | $0.7 |
 CCJ | 0% | 0.17% | $0.09 |
 EDU | 0% | 1.95% | - |
 BESI.NV | 0% | 0.8% | $2.15 |
 VRT | 0% | 0.08% | $0.06 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 8.2/10
Beta
1.8
1.8
0
0.8
1.2
0
2
Sharpe Ratio
0.87
0.87
0
0.5
1
1.5
1.5
Sortino Ratio
2.82
2.82
0
1
2
3
3
Jensen's Alpha
52.15
52.15
-2
0
2
53
53
Omega Ratio
2.55
2.55
0
1
1.5
3
3
Treynor Ratio
2.96
2.96
0
0.75
1.25
3
3
Information Ratio
0.77
0.77
0
0.3
0.6
1
1
Calmar Ratio
0.96
0.96
0
0.3
0.6
1
1
Beta
1.8
1.8
0
0.8
1.2
0
2
Sharpe Ratio
0.87
0.87
0
0.5
1
1.5
1.5
Sortino Ratio
2.82
2.82
0
1
2
3
3
Jensen's Alpha
52.15
52.15
-2
0
2
53
53
Omega Ratio
2.55
2.55
0
1
1.5
3
3
Treynor Ratio
2.96
2.96
0
0.75
1.25
3
3
Information Ratio
0.77
0.77
0
0.3
0.6
1
1
Calmar Ratio
0.96
0.96
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
31.52
High:
TSLA
372.52TSLALow:
CRWD
-3,974.1CRWDDetails
PEG Ratio
-271.92
High:MDT.US
710.41MDT.USLow:CRWD
-5,401.66CRWDDetails
Price/Book
7.65
High:
RBLX
91.71RBLXLow:
WIX
-26.95WIXDetails
Price/Sales
7.83
High:
PLTR
62.4PLTRLow:
CSIQ
0.19CSIQDetails
Price/CF
15.94
High:
MP
190.93MPLow:PBR.A
3.54PBR.ADetails
Price/FCF
43.61
High:9988.HK
2,771.019988.HKLow:DAN.MI
4.7DAN.MIDetails
P/E Ratio
31.52
High:TSLA
372.52TSLALow:CRWD
-3,974.1CRWDDetails
PEG Ratio
-271.92
High:MDT.US
710.41MDT.USLow:CRWD
-5,401.66CRWDDetails
Price/Book
7.65
High:RBLX
91.71RBLXLow:WIX
-26.95WIXDetails
Price/Sales
7.83
High:PLTR
62.4PLTRLow:CSIQ
0.19CSIQDetails
Price/CF
15.94
High:MP
190.93MPLow:PBR.A
3.54PBR.ADetails
Price/FCF
43.61
High:9988.HK
2,771.019988.HKLow:DAN.MI
4.7DAN.MIDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-61.81% | Sep 2021 | Mar 2024 | 30 |
-26.03% | Oct 2025 | - | 12 |
-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 |