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+15.83%
This Month
+3.29%
Year To Date
+24.68%
2 Years
+18.13%
5 Years
+225.48%
10 Years
+11.21%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies49.37%
- 🖥️ Technology Services30.76%
- 🧬 Health Technology10.72%
- 💰 Finance2.95%
- 💼 Commercial Services1.41%
- 🍞 Consumer Non Durables1.23%
- 💵 Cash1.12%
- 📊 ETFs0.71%
- 💇♀️ Consumer Services0.57%
- 🏭 Industrial Services0.56%
- 🚗 Consumer Durables0.25%
- 💻 Electronic Technology0.17%
- ⛏️ Energy Minerals0.08%
- ❓ Other0%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency49.37%
- 🇺🇸 Nasdaq32.2%
- 🇺🇸 NYSE6.23%
- 🇩🇰 Copenhagen Stock Exchange6.16%
- 🇫🇷 Euronext Paris2.39%
- 🇩🇪 FRA1.54%
- 🇪🇸 Bolsa De Madrid0.56%
- 🇮🇹 Borsa Italiana0.25%
- 🇬🇧 LSE0.08%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States37.02%
- 🇩🇰 Denmark6.16%
- 🇫🇷 France2.39%
- 🇩🇪 Germany1.54%
- 🇪🇸 Spain0.56%
- 🇮🇪 Ireland0.45%
- 🇳🇱 Netherlands0.25%
- 🇨🇾 Cyprus0.25%
- 🇷🇺 Russia0.08%
- 🇬🇧 United Kingdom0%
Dividends
Dividend Yield
0.57%
13 out of 29 instruments pay dividend.
2 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 | 0.28% | 4.49% | $9.4 |
 OGZDL.L | 0.06% | 67.74% | - |
 ALV.DE | 0.05% | 4.39% | $13.8 |
 BLK | 0.04% | 2.05% | $20.2 |
 IPS.PA | 0.03% | 5.96% | $1.65 |
 MC.PA | 0.02% | 2.6% | $13 |
 STLAM.MI | 0.02% | 9.19% | $1.55 |
 DHR | 0.02% | 0.7% | $1.05 |
 BVI.PA | 0.02% | 3.14% | $0.83 |
 MDT.US | 0.01% | 3.3% | $2.77 |
 RCO.PA | 0.01% | 3.63% | $2 |
 CLNX.MC | 0.01% | 1.09% | $0.06 |
 NVDA | 0% | 0.02% | $0.02 |
Performance Metrics
Score 5.3/10
Beta
1.15
1.15
0
0.8
1.2
0
2
Sharpe Ratio
0.39
0.39
0
0.5
1
1.5
1.5
Sortino Ratio
0.71
0.71
0
1
2
3
3
Jensen's Alpha
1.97
1.97
-2
0
2
4.5
4.5
Omega Ratio
1.1
1.1
0
1
1.5
2.5
2.5
Treynor Ratio
1.04
1.04
0
0.75
1.25
2
2
Information Ratio
0.11
0.11
0
0.3
0.6
1
1
Calmar Ratio
0.2
0.2
0
0.3
0.6
1
1
Beta
1.15
1.15
0
0.8
1.2
0
2
Sharpe Ratio
0.39
0.39
0
0.5
1
1.5
1.5
Sortino Ratio
0.71
0.71
0
1
2
3
3
Jensen's Alpha
1.97
1.97
-2
0
2
4.5
4.5
Omega Ratio
1.1
1.1
0
1
1.5
2.5
2.5
Treynor Ratio
1.04
1.04
0
0.75
1.25
2
2
Information Ratio
0.11
0.11
0
0.3
0.6
1
1
Calmar Ratio
0.2
0.2
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
107.19
High:NVDA
41.15NVDALow:CLNX.MC
-54.79CLNX.MCDetails
PEG Ratio
518.63
High:NOVO-B.CO
726.72NOVO-B.COLow:OGZDL.L
0.01OGZDL.LDetails
Price/Book
2.74
High:NVDA
31.16NVDALow:
FTCHQ
-FTCHQDetails
Price/Sales
5.35
High:
MSTR
102.58MSTRLow:FTCHQ
-FTCHQDetails
Price/CF
21.66
High:MSTR
7,511.07MSTRLow:OGZDL.L
2.84OGZDL.LDetails
Price/FCF
55.77
High:CLNX.MC
6,956.36CLNX.MCLow:
TMV.DE
4.94TMV.DEDetails
P/E Ratio
107.19
High:NVDA
41.15NVDALow:CLNX.MC
-54.79CLNX.MCDetails
PEG Ratio
518.63
High:NOVO-B.CO
726.72NOVO-B.COLow:OGZDL.L
0.01OGZDL.LDetails
Price/Book
2.74
High:NVDA
31.16NVDALow:FTCHQ
-FTCHQDetails
Price/Sales
5.35
High:MSTR
102.58MSTRLow:FTCHQ
-FTCHQDetails
Price/CF
21.66
High:MSTR
7,511.07MSTRLow:OGZDL.L
2.84OGZDL.LDetails
Price/FCF
55.77
High:CLNX.MC
6,956.36CLNX.MCLow:TMV.DE
4.94TMV.DEDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-55.62% | Jan 2018 | Dec 2020 | 35 |
-53.64% | Nov 2021 | Nov 2024 | 36 |
-21.65% | Nov 2025 | - | 6 |
-21.49% | May 2021 | Oct 2021 | 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 |