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+1.59%
This Month
+31.45%
Year To Date
+38%
2 Years
+56.65%
5 Years
+56.65%
10 Years
+11.14%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs30.31%
- 🖥️ Technology Services9.09%
- 🧬 Health Technology7.79%
- 💰 Finance6.28%
- 💻 Electronic Technology4.91%
- 🛠️ Producer Manufacturing4.84%
- 🍞 Consumer Non Durables4.41%
- 🛍️ Retail Trade4.39%
- 🚗 Consumer Durables3.93%
- 🪙 Cryptocurrencies3.69%
- ⚡ Utilities3.1%
- 💵 Cash2.92%
- 💼 Commercial Services2.87%
- 🪨 Non Energy Minerals2.62%
- 🏥 Health Services2.25%
- ⛏️ Energy Minerals2%
- 🚚 Transportation1.5%
- 💇♀️ Consumer Services1.2%
- 📡 Communications1.01%
- 📦 Distribution Services0.61%
- 🏭 Industrial Services0.26%
- ❓ Other0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE40.34%
- 🇺🇸 Nasdaq29.33%
- 🇩🇪 Xetra ETFs8.78%
- 🇬🇧 LSE5.74%
- 🇭🇰 Hong Kong Exchanges4.66%
- 🌍 Digital Currency3.69%
- 🇩🇰 Copenhagen Stock Exchange1.19%
- 🇩🇪 FRA1.09%
- 🇫🇷 Euronext Paris0.92%
- 🇳🇱 Euronext Amsterdam0.86%
- 🇳🇴 Oslo Stock Exchange0.42%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States40.79%
- 🇨🇳 China5.16%
- 🇬🇧 United Kingdom2.8%
- 🇩🇰 Denmark2.78%
- 🇨🇦 Canada1.5%
- 🇳🇱 Netherlands1.47%
- 🇸🇬 Singapore1.2%
- 🇩🇪 Germany1.09%
- 🇧🇷 Brazil0.96%
- 🇫🇷 France0.92%
- 🇺🇾 Uruguay0.78%
- 🇰🇷 South Korea0.6%
- 🇮🇱 Israel0.57%
- 🇨🇭 Switzerland0.32%
- 🇨🇴 Colombia0.29%
- 🇹🇼 Taiwan0.26%
- 🇦🇺 Australia0.25%
- 🇨🇾 Cyprus0.23%
- 🇧🇲 Bermuda0.18%
- 🇷🇺 Russia0.1%
Dividends
Dividend Yield
1.08%
78 out of 200 instruments pay dividend.
5 dividend payments in the next 30 days.
Highest Dividend: $SVSTL.L (2546.05%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 PFE | 0.08% | 6.71% | $1.66 |
 PBR.A | 0.06% | 9.39% | $2.21 |
 WHR | 0.05% | 6.63% | $7 |
 KHC | 0.05% | 6.54% | $1.6 |
 BMY | 0.05% | 4.78% | $2.34 |
 NOVO-B.CO | 0.04% | 3.72% | $9.4 |
 SAN.PA | 0.04% | 4.6% | $3.76 |
 GSK | 0.04% | 3.42% | $1.45 |
 UPS | 0.04% | 6.98% | $6.5 |
 MNODL.L | 0.03% | 473.72% | - |
 NVO | 0.03% | 2.56% | $0.98 |
 EC | 0.03% | 9.85% | $1.62 |
 PBR | 0.03% | 9.81% | $1.73 |
 UNH | 0.03% | 2.62% | $7.74 |
 PAH3.DE | 0.03% | 4.8% | $2.56 |
 PG | 0.02% | 2.87% | $3.83 |
 01211.HK | 0.02% | 1.45% | $3.41 |
 358.HK | 0.02% | 2.29% | - |
 EXC | 0.02% | 3.65% | $1.48 |
 RIO.L | 0.02% | 5.18% | $3.41 |
 OGZDL.L | 0.02% | 67.74% | - |
 SLM | 0.01% | 1.72% | $0.44 |
 COP | 0.01% | 3.44% | $3.25 |
 RIO | 0.01% | 5.03% | $4.34 |
 DTG.DE | 0.01% | 5.05% | $1.9 |
 BMW.DE | 0.01% | 4.59% | $6 |
 AES | 0.01% | 5.06% | $0.68 |
 TFC | 0.01% | 4.41% | $2.08 |
 KEY | 0.01% | 4.31% | $0.82 |
 EQR | 0.01% | 4.51% | $2.66 |
 EVR.L | 0.01% | 17.85% | - |
 QCOM | 0.01% | 2.02% | $3.25 |
 PNW | 0.01% | 4.1% | $3.51 |
 QSR | 0.01% | 3.45% | $2.26 |
 MRK | 0.01% | 3.27% | $3.04 |
 UNA.NV | 0.01% | 3.57% | - |
 TXN | 0.01% | 3.06% | $5.14 |
 SMSN.L | 0.01% | 1.18% | $23.68 |
 MSFT | 0.01% | 0.72% | $3 |
 9618.HK | 0.01% | 3.32% | $2.97 |
 NEE | 0.01% | 2.72% | $1.97 |
 CRM | 0.01% | 0.66% | $0.4 |
 PM | 0.01% | 3.74% | $5.2 |
 SVSTL.L | 0.01% | 2546.05% | - |
 PEG | 0.01% | 3.16% | $2.34 |
 HAL | 0.01% | 2.46% | $0.66 |
 GLEN.L | 0.01% | 1.94% | $0.1 |
 NEM | 0.01% | 1.1% | $1.3 |
 HON | 0.01% | 2.38% | $4.27 |
 BKNG | 0.01% | 0.77% | $17.5 |
 CAKE | 0.01% | 2.26% | $1.08 |
 VST | 0% | 0.51% | $0.85 |
 9988.HK | 0% | 0.67% | $0.98 |
 V | 0% | 0.75% | $2.01 |
 EG | 0% | 2.58% | $7.25 |
 TSCO | 0% | 1.7% | $4.26 |
 03993.HK | 0% | 1.47% | $0.17 |
 META | 0% | 0.31% | $1 |
 2899.HK | 0% | 1.59% | $0.27 |
 ROSNL.L | 0% | 21.42% | - |
 MA | 0% | 0.56% | $2.46 |
 BABA | 0% | 0.65% | $0.98 |
 BRKR | 0% | 0.41% | $0.2 |
 RRC | 0% | 0.91% | $0.32 |
 RR.L | 0% | 0.95% | - |
 PYPL | 0% | 0.23% | - |
 TSM | 0% | 0.9% | $1.74 |
 ENTG | 0% | 0.45% | $0.4 |
 AMAT | 0% | 0.66% | $1.44 |
 ORCL | 0% | 0.87% | $1.6 |
 MBT | 0% | 4.44% | - |
 BWXT | 0% | 0.56% | $0.94 |
 CEG | 0% | 0.42% | - |
 AAPL | 0% | 0.37% | $0.97 |
 LKOD.L | 0% | 76.06% | - |
 GEV | 0% | 0.12% | - |
 NVDA | 0% | 0.02% | $0.02 |
 BMNR | 0% | 0.03% | - |
Performance Metrics
Score 4.9/10
Beta
0.62
0.62
0
0.8
1.2
0
2
Sharpe Ratio
0.53
0.53
0
0.5
1
1.5
1.5
Sortino Ratio
0.83
0.83
0
1
2
3
3
Jensen's Alpha
0.06
0.06
-2
0
2
4.5
4.5
Omega Ratio
0.76
0.76
0
1
1.5
2.5
2.5
Treynor Ratio
0.9
0.9
0
0.75
1.25
2
2
Information Ratio
-0.39
-0.39
-1
0.3
0.6
1
1
Calmar Ratio
0.64
0.64
0
0.3
0.6
1
1
Beta
0.62
0.62
0
0.8
1.2
0
2
Sharpe Ratio
0.53
0.53
0
0.5
1
1.5
1.5
Sortino Ratio
0.83
0.83
0
1
2
3
3
Jensen's Alpha
0.06
0.06
-2
0
2
4.5
4.5
Omega Ratio
0.76
0.76
0
1
1.5
2.5
2.5
Treynor Ratio
0.9
0.9
0
0.75
1.25
2
2
Information Ratio
-0.39
-0.39
-1
0.3
0.6
1
1
Calmar Ratio
0.64
0.64
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
27.96
High:
TSLA
303.71TSLALow:
BRKR
-309.53BRKRDetails
PEG Ratio
210.88
High:
AMAT
6,490.38AMATLow:
OKLO
-238.92OKLODetails
Price/Book
5.19
High:
FTNT
86.08FTNTLow:
BKNG
-34.29BKNGDetails
Price/Sales
4.42
High:
BMNR
1,398.66BMNRLow:OKLO
-OKLODetails
Price/CF
19.92
High:
SLM
474.98SLMLow:
ATADL.L
0.14ATADL.LDetails
Price/FCF
51
High:
TXN
4,155.74TXNLow:ATADL.L
0.53ATADL.LDetails
P/E Ratio
27.96
High:TSLA
303.71TSLALow:BRKR
-309.53BRKRDetails
PEG Ratio
210.88
High:AMAT
6,490.38AMATLow:OKLO
-238.92OKLODetails
Price/Book
5.19
High:FTNT
86.08FTNTLow:BKNG
-34.29BKNGDetails
Price/Sales
4.42
High:BMNR
1,398.66BMNRLow:OKLO
-OKLODetails
Price/CF
19.92
High:SLM
474.98SLMLow:ATADL.L
0.14ATADL.LDetails
Price/FCF
51
High:TXN
4,155.74TXNLow:ATADL.L
0.53ATADL.LDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-14.8% | Nov 2021 | Jul 2023 | 20 |
-7.87% | Dec 2024 | May 2025 | 5 |
-4.33% | Jun 2024 | Sep 2024 | 3 |
-3.71% | Aug 2023 | Dec 2023 | 4 |
-3.24% | Apr 2024 | May 2024 | 1 |
-2.92% | Sep 2021 | Oct 2021 | 1 |
-2.53% | Oct 2024 | Nov 2024 | 1 |
-2.21% | Jan 2024 | Feb 2024 | 1 |
-1.09% | Jun 2021 | Jul 2021 | 1 |
-0.33% | Nov 2025 | Dec 2025 | 1 |