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+1.55%
This Month
+1.55%
Year To Date
+54.48%
2 Years
+38.53%
5 Years
+38.75%
10 Years
+6.65%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs22.3%
- 👥 Copy Trading12.06%
- 💵 Cash11.29%
- 🚚 Transportation10.07%
- 🪙 Cryptocurrencies7.34%
- 🖥️ Technology Services7.33%
- 🚗 Consumer Durables6.93%
- 💻 Electronic Technology5.66%
- 💰 Finance5.08%
- 🛍️ Retail Trade3.07%
- 🪨 Non Energy Minerals2.18%
- 🧩 Miscellaneous1.96%
- 💼 Commercial Services1.4%
- ⛏️ Energy Minerals1.25%
- 🍞 Consumer Non Durables0.58%
- 🛠️ Producer Manufacturing0.47%
- 🏭 Industrial Services0.45%
- 📦 Distribution Services0.39%
- 🧬 Health Technology0.33%
- 🧪 Process Industries0.17%
- 💇♀️ Consumer Services0.12%
- 🏥 Health Services0.11%
- 📡 Communications0.04%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE30.53%
- 🇺🇸 Nasdaq19.99%
- 🌍 Digital Currency19.4%
- 🇬🇧 LSE9.37%
- 🇩🇰 Copenhagen Stock Exchange2.68%
- 🇩🇪 FRA1.3%
- 🇭🇰 Hong Kong Exchanges1.24%
- 🇩🇪 Xetra ETFs1.24%
- 🇸🇦 Tadawul0.96%
- 🇺🇸 Chicago Board Options Exchange0.91%
- 🇫🇷 Euronext Paris0.85%
- 🇳🇴 Oslo Stock Exchange0.58%
- 🇮🇹 Borsa Italiana0.12%
- 🇳🇱 Euronext Amsterdam0.1%
- 🇦🇺 Sydney0.04%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States26.21%
- 🇬🇧 United Kingdom7.56%
- 🇩🇰 Denmark2.68%
- 🇬🇷 Greece1.97%
- 🇨🇳 China1.73%
- 🇨🇦 Canada1.49%
- 🇩🇪 Germany1.3%
- 🇸🇦 Saudi Arabia0.96%
- 🇫🇷 France0.85%
- 🇳🇴 Norway0.58%
- 🇧🇲 Bermuda0.53%
- 🇹🇼 Taiwan0.41%
- 🇳🇱 Netherlands0.29%
- 🇦🇷 Argentina0.25%
- 🇮🇱 Israel0.12%
- 🇮🇹 Italy0.12%
- 🇱🇺 Luxembourg0.09%
- 🇸🇬 Singapore0.05%
- 🇦🇺 Australia0.04%
Dividends
Dividend Yield
1.18%
58 out of 144 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $HAUTO.OL (23.25%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 F | 0.22% | 5.65% | $0.78 |
 MAERSKB.CO | 0.18% | 7.6% | $515 |
 IAG.L | 0.1% | 2.07% | - |
 RIO | 0.09% | 4.32% | $4.34 |
 DAC | 0.07% | 3.47% | $3.15 |
 PAG | 0.05% | 3.18% | $3.34 |
 HAUTO.OL | 0.05% | 23.25% | - |
 PAH3.DE | 0.04% | 5.34% | $2.56 |
 ACT | 0.04% | 2.12% | $0.67 |
 ACI | 0.04% | 3.5% | $0.48 |
 WAWI.OL | 0.04% | 14.49% | - |
 CIVI | 0.02% | 7.55% | $2 |
 BMA | 0.02% | 8.54% | $2.82 |
 BAC | 0.02% | 2.08% | $0.96 |
 0390.HK | 0.02% | 4.6% | $0.21 |
 PFE | 0.01% | 6.77% | $1.66 |
 PUM.DE | 0.01% | 2.9% | $0.82 |
 GOOGL | 0.01% | 0.26% | $0.2 |
 ASC | 0.01% | 2.55% | $0.87 |
 MAIN | 0.01% | 4.82% | $2.85 |
 TEP.PA | 0.01% | 7.27% | $3.85 |
 GFC.PA | 0.01% | 7.04% | $5.3 |
 2600.HK | 0.01% | 2.18% | - |
 SSSS | 0.01% | 5.37% | $7.25 |
 HSBA.L | 0.01% | 4.15% | $0.49 |
 ISP.MI | 0.01% | 6.27% | $0.3 |
 DNB.OL | 0.01% | 6.1% | $16 |
 BNP.PA | 0.01% | 5.83% | $4.6 |
 CS.PA | 0.01% | 5.61% | $1.98 |
 CVGW | 0.01% | 3.09% | $0.4 |
 INSW | 0.01% | 5.21% | $5.74 |
 9618.HK | 0% | 3.44% | $2.97 |
 CCOI | 0% | 13.19% | $3.84 |
 URW.PA | 0% | 3.93% | $2.5 |
 3323.HK | 0% | 3.42% | $0.25 |
 AC.PA | 0% | 2.78% | $1.18 |
 AHT.L | 0% | 1.63% | $0.8 |
 TSM | 0% | 0.81% | $1.74 |
 ATKR | 0% | 1.84% | $0.64 |
 MS | 0% | 2.17% | $3.4 |
 MC.PA | 0% | 2.25% | $13 |
 GS | 0% | 1.65% | $11 |
 LSEG.L | 0% | 1.55% | $1.15 |
 MSFT | 0% | 0.77% | $3 |
 TFX | 0% | 1.36% | $1.36 |
 VWS.CO | 0% | 0.31% | - |
 NVDA | 0% | 0.02% | $0.02 |
 COST | 0% | 0.54% | $19.22 |
 9988.HK | 0% | 0.63% | $0.98 |
 DHI | 0% | 1.08% | $1.15 |
 VSH | 0% | 2.24% | $0.4 |
 PYPL | 0% | 0.25% | - |
 ASML.NV | 0% | 0.58% | $6.1 |
 SBLK | 0% | 1.42% | $1.82 |
 AAPL | 0% | 0.42% | $0.97 |
 META | 0% | 0.35% | $1 |
 0700.HK | 0% | 0.75% | $3.4 |
 GOOG | 0% | 0.26% | $0.2 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 3.1/10
Beta
1.2
1.2
0
0.8
1.2
0
2
Sharpe Ratio
0.25
0.25
0
0.5
1
1.5
1.5
Sortino Ratio
0.39
0.39
0
1
2
3
3
Jensen's Alpha
-6.8
-6.8
-7
0
2
4.5
4.5
Omega Ratio
0.77
0.77
0
1
1.5
2.5
2.5
Treynor Ratio
0.39
0.39
0
0.75
1.25
2
2
Information Ratio
-0.36
-0.36
-1
0.3
0.6
1
1
Calmar Ratio
0.15
0.15
0
0.3
0.6
1
1
Beta
1.2
1.2
0
0.8
1.2
0
2
Sharpe Ratio
0.25
0.25
0
0.5
1
1.5
1.5
Sortino Ratio
0.39
0.39
0
1
2
3
3
Jensen's Alpha
-6.8
-6.8
-7
0
2
4.5
4.5
Omega Ratio
0.77
0.77
0
1
1.5
2.5
2.5
Treynor Ratio
0.39
0.39
0
0.75
1.25
2
2
Information Ratio
-0.36
-0.36
-1
0.3
0.6
1
1
Calmar Ratio
0.15
0.15
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
36.57
High:
TSLA
280.13TSLALow:
CRWD
-350.43CRWDDetails
PEG Ratio
108.83
High:ACT
747.99ACTLow:
LMND
-150.92LMNDDetails
Price/Book
11.33
High:
MEDP
57.64MEDPLow:CCOI
-28.99CCOIDetails
Price/Sales
9.03
High:
MSTR
106.4MSTRLow:
NBEVQ
0NBEVQDetails
Price/CF
25.31
High:MSTR
7,511.07MSTRLow:BMA
0.79BMADetails
Price/FCF
48.3
High:MSTR
1,187.5MSTRLow:BMA
0.86BMADetails
P/E Ratio
36.57
High:TSLA
280.13TSLALow:CRWD
-350.43CRWDDetails
PEG Ratio
108.83
High:ACT
747.99ACTLow:LMND
-150.92LMNDDetails
Price/Book
11.33
High:MEDP
57.64MEDPLow:CCOI
-28.99CCOIDetails
Price/Sales
9.03
High:MSTR
106.4MSTRLow:NBEVQ
0NBEVQDetails
Price/CF
25.31
High:MSTR
7,511.07MSTRLow:BMA
0.79BMADetails
Price/FCF
48.3
High:MSTR
1,187.5MSTRLow:BMA
0.86BMADetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-42.93% | Nov 2021 | Nov 2024 | 36 |
-12.08% | Dec 2024 | Jun 2025 | 6 |
-7.67% | Jul 2021 | Oct 2021 | 3 |
-6.39% | Nov 2025 | - | 3 |
-2.36% | May 2021 | Jun 2021 | 1 |