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-0.53%
This Month
+1.35%
Year To Date
+23.96%
2 Years
+53%
5 Years
+370.03%
10 Years
+33.07%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies25.28%
- 🖥️ Technology Services19.85%
- 🛍️ Retail Trade10.4%
- 💻 Electronic Technology9.81%
- 🚗 Consumer Durables7.05%
- 🍞 Consumer Non Durables5.99%
- 🧬 Health Technology3.98%
- 📡 Communications3.95%
- 💰 Finance3.49%
- 💵 Cash1.93%
- ⛏️ Energy Minerals1.77%
- 📊 ETFs1.25%
- 💇♀️ Consumer Services1.1%
- 🚚 Transportation1.03%
- 💼 Commercial Services0.95%
- ⚡ Utilities0.87%
- 🧪 Process Industries0.42%
- 🪨 Non Energy Minerals0.4%
- 🧩 Miscellaneous0.13%
- 🏥 Health Services0.1%
- 🏭 Industrial Services0.1%
- 🛠️ Producer Manufacturing0.05%
- 💹 Forex0.04%
- ❓ Other0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE31.07%
- 🇺🇸 Nasdaq29.63%
- 🌍 Digital Currency25.28%
- 🇭🇰 Hong Kong Exchanges6.4%
- 🇩🇪 FRA3.09%
- 🇧🇪 Euronext Brussels1.36%
- 🇬🇧 LSE0.83%
- 🇳🇴 Oslo Stock Exchange0.15%
- 🇦🇺 Sydney0.1%
- 🇫🇷 Euronext Paris0.08%
- 🌍 FX0.04%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States45.59%
- 🇨🇳 China16.15%
- 🇩🇪 Germany3.09%
- 🇦🇷 Argentina1.82%
- 🇧🇪 Belgium1.36%
- 🇬🇧 United Kingdom1.28%
- 🇰🇾 Cayman Islands0.82%
- 🇮🇪 Ireland0.6%
- 🇬🇷 Greece0.19%
- 🇳🇴 Norway0.15%
- 🇦🇺 Australia0.1%
- 🇧🇷 Brazil0.1%
- 🇫🇷 France0.08%
- 🇹🇼 Taiwan0.05%
- 🇭🇰 Hong Kong0.05%
- 🇨🇦 Canada0.02%
- 🇮🇱 Israel0%
Dividends
Dividend Yield
0.85%
48 out of 89 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $HAUTO.OL (21.28%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 PEP | 0.22% | 3.67% | $5.15 |
 ALV.DE | 0.11% | 4.08% | $13.8 |
 0386.HK | 0.08% | 4.75% | $0.37 |
 BABA | 0.05% | 0.61% | $0.98 |
 PROX.BR | 0.05% | 3.67% | $0.84 |
 JNJ | 0.04% | 2.29% | $4.81 |
 HAUTO.OL | 0.03% | 21.28% | - |
 F | 0.03% | 5.46% | $0.78 |
 META | 0.03% | 0.3% | $1 |
 PFE | 0.03% | 6.52% | $1.66 |
 T | 0.02% | 4.26% | $1.11 |
 VZ | 0.02% | 6.26% | $2.66 |
 GSBD | 0.02% | 13.59% | - |
 RIO.L | 0.02% | 4.29% | $3.41 |
 DIS | 0.01% | 1.34% | $0.75 |
 GSK.L | 0.01% | 3.38% | $0.59 |
 GILD | 0.01% | 2.23% | $3.04 |
 DAL | 0.01% | 1.03% | $0.3 |
 TEP.PA | 0.01% | 7.65% | $3.85 |
 TEO | 0.01% | 0.33% | - |
 DAC | 0.01% | 3.33% | $3.15 |
 EE | 0.01% | 0.75% | $0.1 |
 1398.HK | 0% | 5.25% | $0.33 |
 KAR.ASX | 0% | 4.45% | - |
 0390.HK | 0% | 4.38% | $0.21 |
 SDF.DE | 0% | 1.08% | $0.7 |
 CCOI | 0% | 12.55% | $3.84 |
 AZN | 0% | 0.83% | $1.42 |
 UNH | 0% | 3.07% | $7.74 |
 ATHM.CH | 0% | 7.94% | $1.68 |
 83.HK | 0% | 5.15% | $0.58 |
 WB | 0% | 7.56% | - |
 NEE | 0% | 2.58% | $1.97 |
 AWK | 0% | 2.59% | $2.89 |
 SUZ | 0% | 1.96% | $0.2 |
 AEP | 0% | 3.17% | $3.47 |
 MSFT | 0% | 0.82% | $3 |
 01211.HK | 0% | 1.6% | $3.41 |
 TSM | 0% | 0.81% | $1.74 |
 JOE | 0% | 0.88% | $0.48 |
 SM | 0% | 4.11% | $0.66 |
 SBLK | 0% | 1.31% | $1.82 |
 GOOG | 0% | 0.25% | $0.2 |
 LEN | 0% | 1.85% | $1.75 |
 AAPL | 0% | 0.4% | $0.97 |
 OXY | 0% | 2.18% | $0.8 |
 NVDA | 0% | 0.02% | $0.02 |
 PAGS | 0% | 0% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 7.4/10
Beta
1.53
1.53
0
0.8
1.2
0
2
Sharpe Ratio
0.76
0.76
0
0.5
1
1.5
1.5
Sortino Ratio
1.99
1.99
0
1
2
3
3
Jensen's Alpha
13.87
13.87
-2
0
2
14
14
Omega Ratio
1.72
1.72
0
1
1.5
2.5
2.5
Treynor Ratio
1.81
1.81
0
0.75
1.25
2
2
Information Ratio
0.54
0.54
0
0.3
0.6
1
1
Calmar Ratio
0.73
0.73
0
0.3
0.6
1
1
Beta
1.53
1.53
0
0.8
1.2
0
2
Sharpe Ratio
0.76
0.76
0
0.5
1
1.5
1.5
Sortino Ratio
1.99
1.99
0
1
2
3
3
Jensen's Alpha
13.87
13.87
-2
0
2
14
14
Omega Ratio
1.72
1.72
0
1
1.5
2.5
2.5
Treynor Ratio
1.81
1.81
0
0.75
1.25
2
2
Information Ratio
0.54
0.54
0
0.3
0.6
1
1
Calmar Ratio
0.73
0.73
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
30.76
High:
TSLA
400.01TSLALow:
INTC
-567.4INTCDetails
PEG Ratio
20.47
High:1398.HK
1,538.661398.HKLow:INTC
-577.79INTCDetails
Price/Book
6.26
High:AAPL
43.26AAPLLow:CCOI
-30.47CCOIDetails
Price/Sales
4.5
High:
SPCE
101.67SPCELow:
SDCCQ
0SDCCQDetails
Price/CF
15.91
High:
DDD
462.65DDDLow:PROX.BR
1.01PROX.BRDetails
Price/FCF
46.38
High:PEP
5,253.35PEPLow:KAR.ASX
2.46KAR.ASXDetails
P/E Ratio
30.76
High:TSLA
400.01TSLALow:INTC
-567.4INTCDetails
PEG Ratio
20.47
High:1398.HK
1,538.661398.HKLow:INTC
-577.79INTCDetails
Price/Book
6.26
High:AAPL
43.26AAPLLow:CCOI
-30.47CCOIDetails
Price/Sales
4.5
High:SPCE
101.67SPCELow:SDCCQ
0SDCCQDetails
Price/CF
15.91
High:DDD
462.65DDDLow:PROX.BR
1.01PROX.BRDetails
Price/FCF
46.38
High:PEP
5,253.35PEPLow:KAR.ASX
2.46KAR.ASXDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-44.24% | Nov 2021 | Nov 2024 | 36 |
-14.28% | Oct 2025 | - | 5 |
-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 |