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-2.29%
This Month
-5.07%
Year To Date
+11.11%
2 Years
+55.75%
5 Years
+340.24%
10 Years
+30.93%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies22.94%
- 🖥️ Technology Services20.81%
- 💻 Electronic Technology9.29%
- 🛍️ Retail Trade9.08%
- 🚗 Consumer Durables7.91%
- 🍞 Consumer Non Durables7.09%
- 🧬 Health Technology4.63%
- 📡 Communications4.07%
- 💰 Finance3.6%
- 💵 Cash1.83%
- ⛏️ Energy Minerals1.82%
- 📊 ETFs1.3%
- 💇♀️ Consumer Services1.11%
- 🚚 Transportation1.01%
- ⚡ Utilities0.92%
- 💼 Commercial Services0.87%
- 🧪 Process Industries0.58%
- 🪨 Non Energy Minerals0.42%
- 🧩 Miscellaneous0.16%
- 🏥 Health Services0.12%
- 🏭 Industrial Services0.1%
- 🛠️ Producer Manufacturing0.06%
- 💹 Forex0.04%
- ❓ Other0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq31.39%
- 🇺🇸 NYSE30.6%
- 🌍 Digital Currency22.94%
- 🇭🇰 Hong Kong Exchanges7%
- 🇩🇪 FRA3.31%
- 🇧🇪 Euronext Brussels1.32%
- 🇬🇧 LSE0.9%
- 🇳🇴 Oslo Stock Exchange0.18%
- 🇦🇺 Sydney0.15%
- 🇫🇷 Euronext Paris0.08%
- 🌍 FX0.04%
- Regular Trading Hours - RTH0.01%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States47.92%
- 🇨🇳 China15.71%
- 🇩🇪 Germany3.31%
- 🇦🇷 Argentina1.76%
- 🇬🇧 United Kingdom1.41%
- 🇧🇪 Belgium1.32%
- 🇰🇾 Cayman Islands0.74%
- 🇮🇪 Ireland0.65%
- 🇳🇴 Norway0.18%
- 🇬🇷 Greece0.16%
- 🇦🇺 Australia0.15%
- 🇧🇷 Brazil0.1%
- 🇫🇷 France0.08%
- 🇹🇼 Taiwan0.06%
- 🇭🇰 Hong Kong0.05%
- 🇨🇦 Canada0.02%
- 🇮🇱 Israel0%
Dividends
Dividend Yield
0.97%
49 out of 88 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $HAUTO.OL (16.61%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 PEP | 0.26% | 3.7% | $5.15 |
 ALV.DE | 0.13% | 4.83% | $13.8 |
 0386.HK | 0.09% | 5.32% | $0.37 |
 BABA | 0.06% | 0.8% | $0.98 |
 PROX.BR | 0.05% | 3.88% | $0.84 |
 JNJ | 0.04% | 2.2% | $4.81 |
 META | 0.03% | 0.34% | $1 |
 HAUTO.OL | 0.03% | 16.61% | - |
 F | 0.03% | 5.13% | $0.78 |
 PFE | 0.03% | 6.34% | $1.66 |
 T | 0.02% | 4.1% | $1.11 |
 GSBD | 0.02% | 13.76% | - |
 VZ | 0.02% | 5.6% | $2.66 |
 RIO.L | 0.02% | 4.76% | $3.41 |
 GSK.L | 0.01% | 3.38% | $0.59 |
 DIS | 0.01% | 1.52% | $0.75 |
 GILD | 0.01% | 2.28% | $3.04 |
 AZN | 0.01% | 1.7% | $1.42 |
 DAL | 0.01% | 1.13% | $0.3 |
 ATHM.CH | 0.01% | 9.56% | $1.68 |
 TEP.PA | 0.01% | 8.77% | $3.85 |
 TEO | 0.01% | 0.4% | - |
 EE | 0.01% | 0.88% | $0.1 |
 DAC | 0% | 3.07% | $3.15 |
 SDF.DE | 0% | 0.86% | $0.7 |
 0390.HK | 0% | 4.31% | $0.21 |
 1398.HK | 0% | 5.11% | $0.33 |
 KAR.ASX | 0% | 2.75% | - |
 UNH | 0% | 3.13% | $7.74 |
 CCOI | 0% | 10.68% | $3.84 |
 83.HK | 0% | 4.97% | $0.58 |
 WB | 0% | 9.26% | - |
 AWK | 0% | 2.51% | $2.89 |
 NEE | 0% | 2.56% | $1.97 |
 SUZ | 0% | 1.83% | $0.2 |
 AEP | 0% | 2.87% | $3.47 |
 SM | 0% | 3.01% | $0.66 |
 MSFT | 0% | 0.91% | $3 |
 01211.HK | 0% | 1.4% | $3.41 |
 EMBC | 0% | 6.77% | $0.6 |
 TSM | 0% | 0.84% | $1.74 |
 JOE | 0% | 0.87% | $0.48 |
 GOOG | 0% | 0.28% | $0.2 |
 BAC.RTH | 0% | 1.88% | $0.88 |
 LEN | 0% | 2.17% | $1.75 |
 OXY | 0% | 1.67% | $0.8 |
 AAPL | 0% | 0.41% | $0.97 |
 NVDA | 0% | 0.02% | $0.02 |
 PAGS | 0% | 0% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 7.2/10
Beta
1.53
1.53
0
0.8
1.2
0
2
Sharpe Ratio
0.74
0.74
0
0.5
1
1.5
1.5
Sortino Ratio
1.91
1.91
0
1
2
3
3
Jensen's Alpha
12.76
12.76
-2
0
2
13
13
Omega Ratio
1.69
1.69
0
1
1.5
2.5
2.5
Treynor Ratio
1.72
1.72
0
0.75
1.25
2
2
Information Ratio
0.51
0.51
0
0.3
0.6
1
1
Calmar Ratio
0.69
0.69
0
0.3
0.6
1
1
Beta
1.53
1.53
0
0.8
1.2
0
2
Sharpe Ratio
0.74
0.74
0
0.5
1
1.5
1.5
Sortino Ratio
1.91
1.91
0
1
2
3
3
Jensen's Alpha
12.76
12.76
-2
0
2
13
13
Omega Ratio
1.69
1.69
0
1
1.5
2.5
2.5
Treynor Ratio
1.72
1.72
0
0.75
1.25
2
2
Information Ratio
0.51
0.51
0
0.3
0.6
1
1
Calmar Ratio
0.69
0.69
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
27.53
High:
TSLA
365.04TSLALow:
CRWD
-589.09CRWDDetails
PEG Ratio
14.88
High:1398.HK
1,559.781398.HKLow:
INTC
-559.88INTCDetails
Price/Book
5.62
High:AAPL
41.67AAPLLow:CCOI
-15.16CCOIDetails
Price/Sales
4.08
High:
SPCE
92.04SPCELow:
SDCCQ
0SDCCQDetails
Price/CF
16.59
High:
DDD
462.65DDDLow:SM
1.07SMDetails
Price/FCF
50.01
High:PEP
5,797.72PEPLow:KAR.ASX
2.46KAR.ASXDetails
P/E Ratio
27.53
High:TSLA
365.04TSLALow:CRWD
-589.09CRWDDetails
PEG Ratio
14.88
High:1398.HK
1,559.781398.HKLow:INTC
-559.88INTCDetails
Price/Book
5.62
High:AAPL
41.67AAPLLow:CCOI
-15.16CCOIDetails
Price/Sales
4.08
High:SPCE
92.04SPCELow:SDCCQ
0SDCCQDetails
Price/CF
16.59
High:DDD
462.65DDDLow:SM
1.07SMDetails
Price/FCF
50.01
High:PEP
5,797.72PEPLow:KAR.ASX
2.46KAR.ASXDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-44.24% | Nov 2021 | Nov 2024 | 36 |
-18.63% | Oct 2025 | - | 6 |
-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 |