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+0.14%
This Month
-8.74%
Year To Date
+13.03%
2 Years
+12.89%
5 Years
+12.89%
10 Years
+8.42%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services28.53%
- 💼 Commercial Services13.88%
- 🪙 Cryptocurrencies12.81%
- 📊 ETFs8.25%
- 🍞 Consumer Non Durables5.97%
- 🧩 Miscellaneous5.73%
- ⛏️ Energy Minerals5.43%
- 💰 Finance4.91%
- 🛍️ Retail Trade3.81%
- 🏥 Health Services3.75%
- 📈 Indexes3.36%
- 💻 Electronic Technology1.86%
- 💹 Forex0.71%
- 💵 Cash0.38%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq45.88%
- 🇺🇸 NYSE26.44%
- 🌍 Digital Currency12.81%
- 🇩🇪 FRA4.45%
- 🌍 CFD3.36%
- 🇫🇷 Euronext Paris2.46%
- 🇬🇧 LSE2.33%
- 🌍 FX0.71%
- 🇳🇴 Oslo Stock Exchange0.56%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States38.44%
- 🇮🇱 Israel9.14%
- 🇬🇧 United Kingdom7.16%
- 🇨🇦 Canada4.63%
- 🇩🇪 Germany4.45%
- 🇮🇪 Ireland3.36%
- 🇫🇷 France2.46%
- 🇨🇳 China1.85%
- 🇳🇴 Norway0.56%
Dividends
Dividend Yield
0.76%
23 out of 53 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $LX (8.84%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 LX | 0.16% | 8.84% | - |
 UNH | 0.11% | 3.04% | $7.74 |
 RF.PA | 0.1% | 5.6% | $2.42 |
 SAP.DE | 0.05% | 1.48% | $2.2 |
 PYPL | 0.04% | 0.6% | - |
 CVX | 0.03% | 3.71% | $6.28 |
 BP.L | 0.03% | 5.04% | $0.23 |
 MSFT | 0.03% | 0.86% | $3 |
 EQNR.OL | 0.03% | 4.89% | $13.95 |
 XOM | 0.03% | 2.69% | $3.76 |
 SHEL.L | 0.02% | 3.48% | $0.8 |
 TTE.PA | 0.02% | 5.08% | $3.06 |
 SHEL | 0.02% | 3.5% | $2.7 |
 COP | 0.02% | 2.8% | $3.25 |
 ADS.DE | 0.02% | 1.36% | $0.7 |
 BAC | 0.01% | 2.2% | $0.96 |
 JPM | 0.01% | 1.95% | $4.4 |
 GS | 0.01% | 1.8% | $11 |
 BA.L | 0.01% | 1.62% | $0.3 |
 HO.PA | 0% | 1.54% | $3.4 |
 RR.L | 0% | 0.7% | - |
 AAPL | 0% | 0.4% | $0.97 |
 GOOG | 0% | 0.28% | $0.2 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 2.5/10
Beta
1.25
1.25
0
0.8
1.2
0
2
Sharpe Ratio
0.18
0.18
0
0.5
1
1.5
1.5
Sortino Ratio
0.27
0.27
0
1
2
3
3
Jensen's Alpha
-11.64
-11.64
-12
0
2
4.5
4.5
Omega Ratio
0.59
0.59
0
1
1.5
2.5
2.5
Treynor Ratio
0.22
0.22
0
0.75
1.25
2
2
Information Ratio
-0.73
-0.73
-1
0.3
0.6
1
1
Calmar Ratio
0.38
0.38
0
0.3
0.6
1
1
Beta
1.25
1.25
0
0.8
1.2
0
2
Sharpe Ratio
0.18
0.18
0
0.5
1
1.5
1.5
Sortino Ratio
0.27
0.27
0
1
2
3
3
Jensen's Alpha
-11.64
-11.64
-12
0
2
4.5
4.5
Omega Ratio
0.59
0.59
0
1
1.5
2.5
2.5
Treynor Ratio
0.22
0.22
0
0.75
1.25
2
2
Information Ratio
-0.73
-0.73
-1
0.3
0.6
1
1
Calmar Ratio
0.38
0.38
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
23.49
High:BP.L
4,375BP.LLow:
KLAR
-17.27KLARDetails
PEG Ratio
112.8
High:JPM
1,118.42JPMLow:LX
1.41LXDetails
Price/Book
5.28
High:
PLTR
49.59PLTRLow:LX
0.28LXDetails
Price/Sales
3.63
High:PLTR
88.09PLTRLow:LX
0.26LXDetails
Price/CF
17.51
High:PLTR
214.31PLTRLow:EQNR.OL
2.88EQNR.OLDetails
Price/FCF
43.1
High:
AMZN
325.85AMZNLow:
NEXN
4.65NEXNDetails
P/E Ratio
23.49
High:BP.L
4,375BP.LLow:KLAR
-17.27KLARDetails
PEG Ratio
112.8
High:JPM
1,118.42JPMLow:LX
1.41LXDetails
Price/Book
5.28
High:PLTR
49.59PLTRLow:LX
0.28LXDetails
Price/Sales
3.63
High:PLTR
88.09PLTRLow:LX
0.26LXDetails
Price/CF
17.51
High:PLTR
214.31PLTRLow:EQNR.OL
2.88EQNR.OLDetails
Price/FCF
43.1
High:AMZN
325.85AMZNLow:NEXN
4.65NEXNDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-16.45% | Dec 2024 | Jul 2025 | 7 |
-9.27% | Nov 2025 | - | 5 |
-5.17% | Apr 2024 | Nov 2024 | 7 |