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0%
This Month
+23.87%
Year To Date
+179.56%
2 Years
+1844.58%
5 Years
+2268.21%
10 Years
+88.31%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies47.33%
- 🖥️ Technology Services23.01%
- 💻 Electronic Technology6.76%
- 📊 ETFs5.67%
- 🧬 Health Technology3.52%
- 🚗 Consumer Durables2.65%
- ⚡ Utilities2%
- 💰 Finance1.8%
- 🛍️ Retail Trade1.7%
- 🛠️ Producer Manufacturing1.19%
- 🪨 Non Energy Minerals1.12%
- 🚚 Transportation1.03%
- ⛏️ Energy Minerals0.99%
- 💵 Cash0.94%
- 💼 Commercial Services0.61%
- 💇♀️ Consumer Services0.1%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency47.33%
- 🇺🇸 Nasdaq26.26%
- 🇺🇸 NYSE10.28%
- 🇮🇹 Borsa Italiana6.72%
- 🇭🇰 Hong Kong Exchanges3.97%
- 🇩🇪 Xetra ETFs1.12%
- 🇳🇴 Oslo Stock Exchange1.03%
- 🇳🇱 Euronext Amsterdam0.99%
- 🇺🇸 Chicago Board Options Exchange0.85%
- 🇨🇭 SIX0.61%
- 🇩🇰 Copenhagen Stock Exchange0.32%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States27.14%
- 🇮🇹 Italy6.72%
- 🇨🇳 China4.06%
- 🇮🇱 Israel1.53%
- 🇮🇪 Ireland1.26%
- 🇨🇦 Canada1.19%
- 🇳🇴 Norway1.03%
- 🇧🇷 Brazil0.99%
- 🇳🇱 Netherlands0.99%
- 🇰🇾 Cayman Islands0.64%
- 🇨🇭 Switzerland0.61%
- 🇩🇰 Denmark0.32%
Dividends
Dividend Yield
0.63%
18 out of 48 instruments pay dividend.
3 dividend payments in the next 30 days.
Highest Dividend: $MPCC.OL (18.76%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 MPCC.OL | 0.19% | 18.76% | $5.9 |
 ENEL.MI | 0.12% | 6.04% | $0.43 |
 PBR.A | 0.1% | 10.21% | $2.21 |
 LDO.MI | 0.05% | 1.08% | $0.28 |
 MDT.US | 0.03% | 3.04% | $2.77 |
 META | 0.03% | 0.28% | $1 |
 XLP | 0.02% | 2.48% | - |
 9988.HK | 0.01% | 0.76% | $0.98 |
 AMGN | 0.01% | 3.26% | $8.76 |
 NOVO-B.CO | 0.01% | 3.22% | $9.4 |
 ASML.NV | 0.01% | 1.05% | $6.1 |
 ABBN.ZU | 0.01% | 1.7% | $0.87 |
 ROK | 0.01% | 1.53% | $5 |
 ACN | 0.01% | 2.28% | $4.99 |
 INDA | 0.01% | 0.72% | - |
 SYK | 0.01% | 0.86% | $3.15 |
 CCJ | 0% | 0.15% | $0.09 |
 NVDA | 0% | 0.02% | $0.02 |
Performance Metrics
Score 8.4/10
Beta
1.88
1.88
0
0.8
1.2
0
2
Sharpe Ratio
0.99
0.99
0
0.5
1
1.5
1.5
Sortino Ratio
3.32
3.32
0
1
2
4
4
Jensen's Alpha
72.27
72.27
-2
0
2
73
73
Omega Ratio
3.06
3.06
0
1
1.5
4
4
Treynor Ratio
3.43
3.43
0
0.75
1.25
4
4
Information Ratio
0.91
0.91
0
0.3
0.6
1
1
Calmar Ratio
1.23
1.23
0
0.3
0.6
2
2
Beta
1.88
1.88
0
0.8
1.2
0
2
Sharpe Ratio
0.99
0.99
0
0.5
1
1.5
1.5
Sortino Ratio
3.32
3.32
0
1
2
4
4
Jensen's Alpha
72.27
72.27
-2
0
2
73
73
Omega Ratio
3.06
3.06
0
1
1.5
4
4
Treynor Ratio
3.43
3.43
0
0.75
1.25
4
4
Information Ratio
0.91
0.91
0
0.3
0.6
1
1
Calmar Ratio
1.23
1.23
0
0.3
0.6
2
2
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
33.65
High:
PLTR
520.8PLTRLow:
CRWD
-354.09CRWDDetails
PEG Ratio
242.75
High:PLTR
664.58PLTRLow:
AI
-161.81AIDetails
Price/Book
10.87
High:PLTR
62.69PLTRLow:
9866.HK
-281.969866.HKDetails
Price/Sales
10.59
High:PLTR
116.73PLTRLow:
CSIQ
0.11CSIQDetails
Price/CF
23.71
High:PLTR
202PLTRLow:
PBR.A
2.19PBR.ADetails
Price/FCF
49.89
High:PLTR
204.47PLTRLow:
NU
10.48NUDetails
P/E Ratio
33.65
High:PLTR
520.8PLTRLow:CRWD
-354.09CRWDDetails
PEG Ratio
242.75
High:PLTR
664.58PLTRLow:AI
-161.81AIDetails
Price/Book
10.87
High:PLTR
62.69PLTRLow:9866.HK
-281.969866.HKDetails
Price/Sales
10.59
High:PLTR
116.73PLTRLow:CSIQ
0.11CSIQDetails
Price/CF
23.71
High:PLTR
202PLTRLow:PBR.A
2.19PBR.ADetails
Price/FCF
49.89
High:PLTR
204.47PLTRLow: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 |
-3.51% | Dec 2024 | Jan 2025 | 1 |
-3.01% | Jun 2020 | Jul 2020 | 1 |
-0.2% | Aug 2025 | - | 2 |