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+0.55%
This Month
+23.05%
Year To Date
+101.42%
2 Years
+237.14%
5 Years
+444.02%
10 Years
+39.54%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies27.16%
- 🖥️ Technology Services21.82%
- 🛍️ Retail Trade9.25%
- 💻 Electronic Technology7.93%
- 🚗 Consumer Durables6.89%
- 💵 Cash5.87%
- 🍞 Consumer Non Durables5.66%
- 🧬 Health Technology3.39%
- 💰 Finance3.27%
- 📡 Communications2.9%
- ⛏️ Energy Minerals1.26%
- 📊 ETFs1.12%
- 💇♀️ Consumer Services0.98%
- 💼 Commercial Services0.95%
- 🚚 Transportation0.94%
- ⚡ Utilities0.64%
- 🪨 Non Energy Minerals0.33%
- 🧪 Process Industries0.31%
- 🏭 Industrial Services0.13%
- 🏥 Health Services0.08%
- 🛠️ Producer Manufacturing0.07%
- 💹 Forex0.04%
- 📦 Distribution Services0.03%
- ❓ Other0.01%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq29.24%
- 🇺🇸 NYSE28.55%
- 🌍 Digital Currency27.16%
- 🇭🇰 Hong Kong Exchanges5.52%
- 🇩🇪 FRA2.62%
- 🇧🇪 Euronext Brussels1.2%
- 🇬🇧 LSE0.62%
- 🇳🇴 Oslo Stock Exchange0.13%
- 🇫🇷 Euronext Paris0.07%
- 🌍 FX0.04%
- Abu Dhabi0.01%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States44.61%
- 🇨🇳 China14.39%
- 🇩🇪 Germany2.62%
- 🇧🇪 Belgium1.2%
- 🇬🇧 United Kingdom0.99%
- 🇦🇷 Argentina0.96%
- 🇰🇾 Cayman Islands0.82%
- 🇮🇪 Ireland0.69%
- 🇬🇷 Greece0.17%
- 🇳🇴 Norway0.13%
- 🇫🇷 France0.07%
- 🇧🇲 Bermuda0.06%
- 🇹🇼 Taiwan0.06%
- 🇧🇷 Brazil0.02%
- 🇳🇱 Netherlands0.01%
- 🇮🇱 Israel0%
Dividends
Dividend Yield
0.79%
50 out of 95 instruments pay dividend.
5 dividend payments in the next 30 days.
Highest Dividend: $HAUTO.OL (38.06%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 PEP | 0.2% | 3.62% | $5.15 |
 ALV.DE | 0.1% | 4.36% | $13.8 |
 0386.HK | 0.07% | 6.04% | $0.37 |
 PROX.BR | 0.07% | 5.48% | $0.84 |
 BABA | 0.05% | 0.62% | $0.98 |
 META | 0.03% | 0.35% | $1 |
 JNJ | 0.03% | 2.68% | $4.81 |
 F | 0.03% | 5.95% | $0.78 |
 HAUTO.OL | 0.02% | 38.06% | - |
 PFE | 0.02% | 6.94% | $1.66 |
 T | 0.02% | 4.29% | $1.11 |
 VZ | 0.02% | 6.76% | $2.66 |
 RIO.L | 0.01% | 5.56% | $3.41 |
 WAWI.OL | 0.01% | 19.22% | - |
 GILD | 0.01% | 2.55% | $3.04 |
 GSK.L | 0.01% | 3.83% | $0.59 |
 DIS | 0.01% | 0.88% | $0.75 |
 CIVI | 0.01% | 7.28% | $2 |
 AZN | 0.01% | 1.85% | $1.42 |
 DAL | 0.01% | 1.08% | $0.3 |
 DAC | 0% | 3.96% | $3.15 |
 EE | 0% | 0.95% | $0.1 |
 1398.HK | 0% | 5.41% | $0.33 |
 TEP.PA | 0% | 6.24% | $3.85 |
 SDF.DE | 0% | 1.31% | $0.7 |
 INSW | 0% | 7.19% | $5.74 |
 INTC | 0% | 0.33% | $0.5 |
 0390.HK | 0% | 4.74% | $0.21 |
 NEE | 0% | 2.65% | $1.97 |
 SBLK | 0% | 4.53% | $1.82 |
 UNH | 0% | 2.34% | $7.74 |
 3323.HK | 0% | 2.9% | $0.25 |
 CCOI | 0% | 9.08% | $3.84 |
 PAH3.DE | 0% | 5.49% | $2.56 |
 AWK | 0% | 2.22% | $2.89 |
 AEP | 0% | 3.19% | $3.47 |
 SUZ | 0% | 3.01% | $0.2 |
 TSM | 0% | 0.84% | $1.74 |
 GOOG | 0% | 0.32% | $0.2 |
 MSFT | 0% | 0.66% | $3 |
 JOE | 0% | 1.14% | $0.48 |
 CVGW | 0% | 3.39% | $0.4 |
 9988.HK | 0% | 0.62% | $0.98 |
 AAPL | 0% | 0.39% | $0.97 |
 LEN | 0% | 1.55% | $1.75 |
 01211.HK | 0% | 1.39% | $3.41 |
 OXY | 0% | 2.3% | $0.8 |
 DHI | 0% | 1.01% | $1.15 |
 ASML | 0% | 0.61% | $5.57 |
 NVDA | 0% | 0.02% | $0.02 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
LEN | Pay Day | Oct 27, 2025 | $0.50 |
CVGW | Pay Day | Oct 31, 2025 | $0.20 |
T | Pay Day | Nov 3, 2025 | $0.28 |
VZ | Pay Day | Nov 3, 2025 | $0.69 |
DAL | Pay Day | Nov 6, 2025 | $0.19 |
PFE | Ex-Dividend | Nov 7, 2025 | $0.43 |
MSFT | Ex-Dividend | Nov 20, 2025 | $0.91 |
JNJ | Ex-Dividend | Nov 25, 2025 | $1.30 |
PFE | Pay Day | Dec 1, 2025 | $0.43 |
JNJ | Pay Day | Dec 9, 2025 | $1.30 |
MSFT | Pay Day | Dec 11, 2025 | $0.91 |
TSM | Ex-Dividend | Dec 11, 2025 | $0.84 |
TSM | Pay Day | Jan 8, 2026 | $0.84 |
Performance Metrics
Score 7.8/10
Beta
1.53
1.53
0
0.8
1.2
0
2
Sharpe Ratio
0.86
0.86
0
0.5
1
1.5
1.5
Sortino Ratio
2.3
2.3
0
1
2
3
3
Jensen's Alpha
18.99
18.99
-2
0
2
19
19
Omega Ratio
1.96
1.96
0
1
1.5
2.5
2.5
Treynor Ratio
2.07
2.07
0
0.75
1.25
3
3
Information Ratio
0.65
0.65
0
0.3
0.6
1
1
Calmar Ratio
0.86
0.86
0
0.3
0.6
1
1
Beta
1.53
1.53
0
0.8
1.2
0
2
Sharpe Ratio
0.86
0.86
0
0.5
1
1.5
1.5
Sortino Ratio
2.3
2.3
0
1
2
3
3
Jensen's Alpha
18.99
18.99
-2
0
2
19
19
Omega Ratio
1.96
1.96
0
1
1.5
2.5
2.5
Treynor Ratio
2.07
2.07
0
0.75
1.25
3
3
Information Ratio
0.65
0.65
0
0.3
0.6
1
1
Calmar Ratio
0.86
0.86
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
31.95
High:
TSLA
259.11TSLALow:
CRWD
-420.87CRWDDetails
PEG Ratio
80.17
High:
AAPL
27,104.01AAPLLow:
0489.HK
-144.190489.HKDetails
Price/Book
7.08
High:AAPL
59.18AAPLLow:
NIO
-94.18NIODetails
Price/Sales
5.08
High:
SPCE
111.28SPCELow:
SDCCQ
0SDCCQDetails
Price/CF
17.77
High:
DDD
462.65DDDLow:
CIVI
0.94CIVIDetails
Price/FCF
42
High:
PEP
5,253.35PEPLow:
ZYME
2.44ZYMEDetails
P/E Ratio
31.95
High:TSLA
259.11TSLALow:CRWD
-420.87CRWDDetails
PEG Ratio
80.17
High:AAPL
27,104.01AAPLLow:0489.HK
-144.190489.HKDetails
Price/Book
7.08
High:AAPL
59.18AAPLLow:NIO
-94.18NIODetails
Price/Sales
5.08
High:SPCE
111.28SPCELow:SDCCQ
0SDCCQDetails
Price/CF
17.77
High:DDD
462.65DDDLow:CIVI
0.94CIVIDetails
Price/FCF
42
High:PEP
5,253.35PEPLow:ZYME
2.44ZYMEDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-44.24% | Nov 2021 | Nov 2024 | 36 |
-12.61% | Feb 2025 | Jul 2025 | 5 |
-7.99% | Mar 2021 | Apr 2021 | 1 |
-6.04% | Sep 2021 | Oct 2021 | 1 |
-4.37% | Dec 2024 | Jan 2025 | 1 |
-3.37% | Dec 2020 | Jan 2021 | 1 |
-2.85% | Sep 2020 | Oct 2020 | 1 |