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-1.19%
This Month
-8.12%
Year To Date
-0.41%
2 Years
+8.28%
5 Years
+190.38%
10 Years
+10.16%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs28.45%
- 🪙 Cryptocurrencies23.63%
- 🖥️ Technology Services19.28%
- 🏭 Industrial Services6.28%
- 🧬 Health Technology5.82%
- 💵 Cash3.81%
- 🛍️ Retail Trade3%
- 🍞 Consumer Non Durables2.88%
- 💰 Finance2.2%
- ⛏️ Energy Minerals1.8%
- 💇♀️ Consumer Services1.46%
- 💼 Commercial Services0.79%
- 📡 Communications0.35%
- 🚗 Consumer Durables0.13%
- 💻 Electronic Technology0.08%
- ❓ Other0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq25.28%
- 🌍 Digital Currency23.63%
- 🇬🇧 LSE14.44%
- 🇩🇪 Xetra ETFs13.66%
- 🇺🇸 NYSE13.37%
- 🇩🇰 Copenhagen Stock Exchange3.1%
- 🇫🇷 Euronext Paris1.38%
- 🇩🇪 FRA0.81%
- 🇪🇸 Bolsa De Madrid0.35%
- 🇮🇹 Borsa Italiana0.13%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States36.21%
- 🇩🇰 Denmark3.1%
- 🇫🇷 France1.38%
- 🇨🇦 Canada0.89%
- 🇩🇪 Germany0.81%
- 🇬🇧 United Kingdom0.73%
- 🇪🇸 Spain0.35%
- 🇮🇪 Ireland0.28%
- 🇨🇾 Cyprus0.14%
- 🇳🇱 Netherlands0.13%
- 🇷🇺 Russia0.05%
Dividends
Dividend Yield
0.58%
24 out of 42 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $OGZDL.L (67.74%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 NOVO-B.CO | 0.15% | 4.69% | $9.4 |
 WM | 0.09% | 1.4% | $2.9 |
 OGZDL.L | 0.03% | 67.74% | - |
 O | 0.03% | 4.92% | $3.09 |
 MSFT | 0.03% | 0.86% | $3 |
 PEP | 0.03% | 3.49% | $5.15 |
 ALV.DE | 0.03% | 4.77% | $13.8 |
 MCD | 0.03% | 2.2% | $6.53 |
 SHEL | 0.03% | 3.5% | $2.7 |
 BLK | 0.02% | 2.05% | $20.2 |
 CVX | 0.02% | 3.71% | $6.28 |
 IPS.PA | 0.02% | 5.5% | $1.65 |
 MC.PA | 0.01% | 2.56% | $13 |
 STLAM.MI | 0.01% | 10.46% | $1.55 |
 OVV | 0.01% | 2.32% | $1.2 |
 DHR | 0.01% | 0.67% | $1.05 |
 BVI.PA | 0.01% | 3.11% | $0.83 |
 MDT.US | 0.01% | 2.97% | $2.77 |
 COKE | 0.01% | 0.48% | $2 |
 RCO.PA | 0.01% | 3.8% | $2 |
 GOOG | 0.01% | 0.28% | $0.2 |
 CLNX.MC | 0% | 1.03% | $0.06 |
 META | 0% | 0.32% | $1 |
 NVDA | 0% | 0.02% | $0.02 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 5.2/10
Beta
1.16
1.16
0
0.8
1.2
0
2
Sharpe Ratio
0.41
0.41
0
0.5
1
1.5
1.5
Sortino Ratio
0.74
0.74
0
1
2
3
3
Jensen's Alpha
1.74
1.74
-2
0
2
4.5
4.5
Omega Ratio
1.1
1.1
0
1
1.5
2.5
2.5
Treynor Ratio
1.07
1.07
0
0.75
1.25
2
2
Information Ratio
0.11
0.11
0
0.3
0.6
1
1
Calmar Ratio
0.21
0.21
0
0.3
0.6
1
1
Beta
1.16
1.16
0
0.8
1.2
0
2
Sharpe Ratio
0.41
0.41
0
0.5
1
1.5
1.5
Sortino Ratio
0.74
0.74
0
1
2
3
3
Jensen's Alpha
1.74
1.74
-2
0
2
4.5
4.5
Omega Ratio
1.1
1.1
0
1
1.5
2.5
2.5
Treynor Ratio
1.07
1.07
0
0.75
1.25
2
2
Information Ratio
0.11
0.11
0
0.3
0.6
1
1
Calmar Ratio
0.21
0.21
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
28.64
High:O
56.73OLow:CLNX.MC
-57.83CLNX.MCDetails
PEG Ratio
238.94
High:NOVO-B.CO
684.96NOVO-B.COLow:
BITF
-31.95BITFDetails
Price/Book
6.29
High:NVDA
28.28NVDALow:MCD
-131.7MCDDetails
Price/Sales
5.67
High:
MSTR
90.21MSTRLow:
FTCHQ
-FTCHQDetails
Price/CF
19.68
High:MSTR
7,511.07MSTRLow:OVV
2.71OVVDetails
Price/FCF
73.63
High:CLNX.MC
6,956.36CLNX.MCLow:ALV.DE
3.38ALV.DEDetails
P/E Ratio
28.64
High:O
56.73OLow:CLNX.MC
-57.83CLNX.MCDetails
PEG Ratio
238.94
High:NOVO-B.CO
684.96NOVO-B.COLow:BITF
-31.95BITFDetails
Price/Book
6.29
High:NVDA
28.28NVDALow:MCD
-131.7MCDDetails
Price/Sales
5.67
High:MSTR
90.21MSTRLow:FTCHQ
-FTCHQDetails
Price/CF
19.68
High:MSTR
7,511.07MSTRLow:OVV
2.71OVVDetails
Price/FCF
73.63
High:CLNX.MC
6,956.36CLNX.MCLow:ALV.DE
3.38ALV.DEDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-55.62% | Jan 2018 | Dec 2020 | 35 |
-53.64% | Nov 2021 | Nov 2024 | 36 |
-21.49% | May 2021 | Oct 2021 | 5 |
-19.27% | Nov 2025 | - | 5 |
-15.68% | May 2014 | Aug 2017 | 39 |
-15.36% | Sep 2017 | Dec 2017 | 3 |
-3.91% | Feb 2025 | May 2025 | 3 |
-2.59% | Aug 2025 | Sep 2025 | 1 |
-1.27% | Dec 2024 | Jan 2025 | 1 |