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-3.49%
This Month
-4%
Year To Date
+19.23%
2 Years
+17.03%
5 Years
+31.17%
10 Years
+5.3%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs27.47%
- 🪙 Cryptocurrencies14.27%
- 🚚 Transportation12.26%
- 💵 Cash9.45%
- 💰 Finance6.04%
- 🖥️ Technology Services5.71%
- 🚗 Consumer Durables4.92%
- 💻 Electronic Technology4.2%
- 🧩 Miscellaneous3.31%
- 🛍️ Retail Trade2.9%
- 🪨 Non Energy Minerals2.79%
- 💼 Commercial Services2.46%
- 🧬 Health Technology0.98%
- 🏭 Industrial Services0.73%
- 🍞 Consumer Non Durables0.49%
- 📦 Distribution Services0.44%
- ⛏️ Energy Minerals0.3%
- ⚡ Utilities0.28%
- ❓ Other0.21%
- 🧪 Process Industries0.18%
- 🛠️ Producer Manufacturing0.16%
- 🏥 Health Services0.08%
- 📡 Communications0.04%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE31.61%
- 🇺🇸 Nasdaq19.06%
- 🌍 Digital Currency14.27%
- 🇬🇧 LSE12.29%
- 🇩🇰 Copenhagen Stock Exchange2.89%
- 🇩🇪 Xetra ETFs2.41%
- 🇭🇰 Hong Kong Exchanges1.91%
- 🇫🇷 Euronext Paris1.37%
- 🇩🇪 FRA0.93%
- 🇳🇴 Oslo Stock Exchange0.81%
- 🇺🇸 Chicago Board Options Exchange0.75%
- 🇮🇹 Borsa Italiana0.46%
- 🇸🇪 Stockholm Stock Exchange0.42%
- 🇳🇱 Euronext Amsterdam0.38%
- 🇸🇦 Tadawul0.3%
- 🇦🇺 Sydney0.14%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States22.48%
- 🇬🇧 United Kingdom8.94%
- 🇩🇰 Denmark2.89%
- 🇨🇳 China2.44%
- 🇬🇷 Greece2.26%
- 🇫🇷 France1.37%
- 🇩🇪 Germany0.93%
- 🇨🇦 Canada0.87%
- 🇳🇴 Norway0.81%
- 🇧🇲 Bermuda0.76%
- 🇮🇹 Italy0.59%
- 🇹🇼 Taiwan0.56%
- 🇳🇱 Netherlands0.53%
- 🇸🇪 Sweden0.42%
- 🇸🇦 Saudi Arabia0.3%
- 🇱🇺 Luxembourg0.24%
- 🇦🇺 Australia0.14%
- 🇮🇱 Israel0.13%
- 🇸🇬 Singapore0.04%
Dividends
Dividend Yield
1.01%
65 out of 158 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $HAUTO.OL (17.05%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 IAG.L | 0.1% | 1.82% | - |
 RIO | 0.1% | 4.15% | $4.34 |
 MAERSKB.CO | 0.08% | 2.86% | $515 |
 DAC | 0.07% | 3.09% | $3.15 |
 PAG | 0.05% | 3.37% | $3.34 |
 HAUTO.OL | 0.05% | 17.05% | - |
 PAH3.DE | 0.05% | 5.54% | $2.56 |
 ACT | 0.04% | 1.98% | $0.67 |
 ACI | 0.04% | 3.51% | $0.48 |
 WAWI.OL | 0.04% | 9.71% | - |
 BAC | 0.02% | 2.2% | $0.96 |
 DHI | 0.02% | 1.13% | $1.15 |
 BNP.PA | 0.02% | 5.79% | $4.6 |
 TEP.PA | 0.02% | 7.36% | $3.85 |
 NEXI.MI | 0.02% | 8.8% | - |
 GFC.PA | 0.02% | 7.29% | $5.3 |
 ISP.MI | 0.02% | 6.93% | $0.3 |
 0390.HK | 0.02% | 3.91% | $0.21 |
 PFE | 0.02% | 6.48% | $1.66 |
 SSSS | 0.01% | 5.3% | $7.25 |
 1658.HK | 0.01% | 5.31% | - |
 F | 0.01% | 4.71% | $0.78 |
 ASC | 0.01% | 1.87% | $0.87 |
 PYPL | 0.01% | 0.6% | - |
 MAIN | 0.01% | 5.21% | $2.85 |
 HSBA.L | 0.01% | 4.34% | $0.49 |
 DNB.OL | 0.01% | 6.02% | $16 |
 2600.HK | 0.01% | 1.96% | - |
 3323.HK | 0.01% | 2.83% | $0.25 |
 CTPNV.NV | 0.01% | 3.52% | - |
 CS.PA | 0.01% | 6% | $1.98 |
 VOW.DE | 0.01% | 6.57% | $9 |
 TRUEb.ST | 0.01% | 2.4% | - |
 SDF.ASX | 0.01% | 4.64% | $0.16 |
 9618.HK | 0.01% | 4% | $2.97 |
 CVGW | 0.01% | 3.01% | $0.4 |
 INSW | 0.01% | 3.12% | $5.74 |
 WKL.NV | 0.01% | 3.71% | $2.08 |
 0434.HK | 0.01% | 3.47% | - |
 TSM | 0% | 0.78% | $1.74 |
 MSFT | 0% | 0.86% | $3 |
 CCOI | 0% | 8.94% | $3.84 |
 AHT.L | 0% | 1.42% | $0.8 |
 ATKR | 0% | 2.09% | $0.64 |
 MC.PA | 0% | 2.56% | $13 |
 FDS | 0% | 1.96% | $3.98 |
 HEM.ST | 0% | 1.61% | - |
 LSEG.L | 0% | 1.71% | $1.15 |
 BA.L | 0% | 1.62% | $0.3 |
 GOOGL | 0% | 0.28% | $0.2 |
 RTX | 0% | 1.3% | $2.44 |
 TFX | 0% | 1.14% | $1.36 |
 0700.HK | 0% | 0.9% | $3.4 |
 INTU | 0% | 1.06% | $3.6 |
 FCX | 0% | 0.92% | $0.6 |
 LNG | 0% | 0.85% | $1.7 |
 CRM | 0% | 0.87% | $0.4 |
 VIRP.PA | 0% | 0.41% | $1.32 |
 VSH | 0% | 2.25% | $0.4 |
 CEG | 0% | 0.49% | - |
 VST | 0% | 0.56% | $0.85 |
 GOOG | 0% | 0.28% | $0.2 |
 NVDA | 0% | 0.02% | $0.02 |
 AAPL | 0% | 0.4% | $0.97 |
 STVN | 0% | 0.35% | $0.06 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 3/10
Beta
1.2
1.2
0
0.8
1.2
0
2
Sharpe Ratio
0.23
0.23
0
0.5
1
1.5
1.5
Sortino Ratio
0.37
0.37
0
1
2
3
3
Jensen's Alpha
-6.72
-6.72
-7
0
2
4.5
4.5
Omega Ratio
0.76
0.76
0
1
1.5
2.5
2.5
Treynor Ratio
0.36
0.36
0
0.75
1.25
2
2
Information Ratio
-0.37
-0.37
-1
0.3
0.6
1
1
Calmar Ratio
0.14
0.14
0
0.3
0.6
1
1
Beta
1.2
1.2
0
0.8
1.2
0
2
Sharpe Ratio
0.23
0.23
0
0.5
1
1.5
1.5
Sortino Ratio
0.37
0.37
0
1
2
3
3
Jensen's Alpha
-6.72
-6.72
-7
0
2
4.5
4.5
Omega Ratio
0.76
0.76
0
1
1.5
2.5
2.5
Treynor Ratio
0.36
0.36
0
0.75
1.25
2
2
Information Ratio
-0.37
-0.37
-1
0.3
0.6
1
1
Calmar Ratio
0.14
0.14
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
34.14
High:
TSLA
377.27TSLALow:
CRWD
-322.68CRWDDetails
PEG Ratio
89.54
High:BA.L
562.47BA.LLow:VSH
-375.21VSHDetails
Price/Book
9.71
High:AAPL
43.77AAPLLow:CCOI
-18.1CCOIDetails
Price/Sales
8.17
High:
MSTR
90.21MSTRLow:
NBEVQ
0NBEVQDetails
Price/CF
27.59
High:MSTR
7,511.07MSTRLow:3323.HK
1.563323.HKDetails
Price/FCF
49.17
High:MSTR
1,187.5MSTRLow:0434.HK
3.080434.HKDetails
P/E Ratio
34.14
High:TSLA
377.27TSLALow:CRWD
-322.68CRWDDetails
PEG Ratio
89.54
High:BA.L
562.47BA.LLow:VSH
-375.21VSHDetails
Price/Book
9.71
High:AAPL
43.77AAPLLow:CCOI
-18.1CCOIDetails
Price/Sales
8.17
High:MSTR
90.21MSTRLow:NBEVQ
0NBEVQDetails
Price/CF
27.59
High:MSTR
7,511.07MSTRLow:3323.HK
1.563323.HKDetails
Price/FCF
49.17
High:MSTR
1,187.5MSTRLow:0434.HK
3.080434.HKDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-42.93% | Nov 2021 | Nov 2024 | 36 |
-12.08% | Dec 2024 | Jun 2025 | 6 |
-9.66% | Nov 2025 | - | 5 |
-7.67% | Jul 2021 | Oct 2021 | 3 |
-2.36% | May 2021 | Jun 2021 | 1 |