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-2.46%
This Month
+5.4%
Year To Date
+34.53%
2 Years
+170.18%
5 Years
+366.01%
10 Years
+34.06%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies27.5%
- 🖥️ Technology Services19.2%
- 🛍️ Retail Trade9.61%
- 💻 Electronic Technology8.62%
- 🚗 Consumer Durables7.27%
- 🍞 Consumer Non Durables6.33%
- 🧬 Health Technology4.08%
- 💰 Finance3.85%
- 📡 Communications3.76%
- 💵 Cash1.82%
- ⛏️ Energy Minerals1.59%
- 📊 ETFs1.28%
- 🚚 Transportation1.25%
- 💇♀️ Consumer Services1.17%
- 💼 Commercial Services0.86%
- ⚡ Utilities0.73%
- 🧪 Process Industries0.37%
- 🪨 Non Energy Minerals0.36%
- 🏭 Industrial Services0.11%
- 🏥 Health Services0.11%
- 🛠️ Producer Manufacturing0.09%
- 💹 Forex0.08%
- ❓ Other0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq30.12%
- 🇺🇸 NYSE28.78%
- 🌍 Digital Currency27.5%
- 🇭🇰 Hong Kong Exchanges6.09%
- 🇩🇪 FRA3.23%
- 🇧🇪 Euronext Brussels1.26%
- 🇬🇧 LSE0.77%
- 🇳🇴 Oslo Stock Exchange0.24%
- 🌍 FX0.08%
- 🇫🇷 Euronext Paris0.08%
- 🇦🇺 Sydney0.07%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States44.76%
- 🇨🇳 China14.99%
- 🇩🇪 Germany3.23%
- 🇦🇷 Argentina1.69%
- 🇧🇪 Belgium1.26%
- 🇬🇧 United Kingdom1.22%
- 🇰🇾 Cayman Islands0.78%
- 🇮🇪 Ireland0.67%
- 🇳🇴 Norway0.24%
- 🇬🇷 Greece0.19%
- 🇫🇷 France0.08%
- 🇦🇺 Australia0.07%
- 🇹🇼 Taiwan0.05%
- 🇭🇰 Hong Kong0.04%
- 🇧🇲 Bermuda0.04%
- 🇧🇷 Brazil0.04%
- 🇮🇱 Israel0%
Dividends
Dividend Yield
0.89%
48 out of 93 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $HAUTO.OL (23.8%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 PEP | 0.24% | 3.72% | $5.15 |
 ALV.DE | 0.12% | 4.01% | $13.8 |
 0386.HK | 0.08% | 5.73% | $0.37 |
 BABA | 0.05% | 0.7% | $0.98 |
 PROX.BR | 0.05% | 4.01% | $0.84 |
 JNJ | 0.04% | 2.4% | $4.81 |
 F | 0.03% | 5.47% | $0.78 |
 META | 0.03% | 0.33% | $1 |
 HAUTO.OL | 0.03% | 23.8% | - |
 PFE | 0.03% | 6.54% | $1.66 |
 T | 0.02% | 4.57% | $1.11 |
 VZ | 0.02% | 6.7% | $2.66 |
 WAWI.OL | 0.02% | 14.66% | - |
 RIO.L | 0.02% | 5.02% | $3.41 |
 GILD | 0.01% | 2.64% | $3.04 |
 GSK.L | 0.01% | 3.48% | $0.59 |
 DIS | 0.01% | 0.91% | $0.75 |
 CIVI | 0.01% | 7.16% | $2 |
 AZN | 0.01% | 1.68% | $1.42 |
 DAL | 0.01% | 0.96% | $0.3 |
 TEO | 0.01% | 0.38% | - |
 TEP.PA | 0.01% | 6.97% | $3.85 |
 DAC | 0.01% | 3.64% | $3.15 |
 EE | 0.01% | 1.04% | $0.1 |
 1398.HK | 0.01% | 5.64% | $0.33 |
 SDF.DE | 0% | 1.25% | $0.7 |
 CCOI | 0% | 13.35% | $3.84 |
 0390.HK | 0% | 4.95% | $0.21 |
 INSW | 0% | 6% | $5.74 |
 KAR.ASX | 0% | 4.66% | - |
 UNH | 0% | 2.58% | $7.74 |
 83.HK | 0% | 5.63% | $0.58 |
 NEE | 0% | 2.79% | $1.97 |
 WB | 0% | 7.87% | - |
 AWK | 0% | 2.46% | $2.89 |
 AEP | 0% | 3.23% | $3.47 |
 3323.HK | 0% | 3.63% | $0.25 |
 SUZ | 0% | 2.04% | $0.2 |
 01211.HK | 0% | 1.53% | $3.41 |
 MSFT | 0% | 0.74% | $3 |
 SBLK | 0% | 1.65% | $1.82 |
 TSM | 0% | 0.93% | $1.74 |
 JOE | 0% | 0.93% | $0.48 |
 GOOG | 0% | 0.27% | $0.2 |
 LEN | 0% | 1.67% | $1.75 |
 AAPL | 0% | 0.38% | $0.97 |
 OXY | 0% | 2.41% | $0.8 |
 NVDA | 0% | 0.02% | $0.02 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
TSM | Pay Day | Jan 8, 2026 | $0.84 |
Performance Metrics
Score 7.5/10
Beta
1.52
1.52
0
0.8
1.2
0
2
Sharpe Ratio
0.78
0.78
0
0.5
1
1.5
1.5
Sortino Ratio
2.05
2.05
0
1
2
3
3
Jensen's Alpha
14.92
14.92
-2
0
2
15
15
Omega Ratio
1.76
1.76
0
1
1.5
2.5
2.5
Treynor Ratio
1.88
1.88
0
0.75
1.25
2
2
Information Ratio
0.56
0.56
0
0.3
0.6
1
1
Calmar Ratio
0.76
0.76
0
0.3
0.6
1
1
Beta
1.52
1.52
0
0.8
1.2
0
2
Sharpe Ratio
0.78
0.78
0
0.5
1
1.5
1.5
Sortino Ratio
2.05
2.05
0
1
2
3
3
Jensen's Alpha
14.92
14.92
-2
0
2
15
15
Omega Ratio
1.76
1.76
0
1
1.5
2.5
2.5
Treynor Ratio
1.88
1.88
0
0.75
1.25
2
2
Information Ratio
0.56
0.56
0
0.3
0.6
1
1
Calmar Ratio
0.76
0.76
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
32.11
High:
INTC
3,538.68INTCLow:
CRWD
-385.84CRWDDetails
PEG Ratio
196.36
High:INTC
3,525.38INTCLow:
NIO
-135.7NIODetails
Price/Book
6.32
High:
AAPL
54.92AAPLLow:
CCOI
-28.64CCOIDetails
Price/Sales
4.31
High:
SPCE
107.73SPCELow:
SDCCQ
0SDCCQDetails
Price/CF
17.71
High:
DDD
462.65DDDLow:
PROX.BR
1.01PROX.BRDetails
Price/FCF
43.77
High:
PEP
5,253.35PEPLow:
ZYME
2.44ZYMEDetails
P/E Ratio
32.11
High:INTC
3,538.68INTCLow:CRWD
-385.84CRWDDetails
PEG Ratio
196.36
High:INTC
3,525.38INTCLow:NIO
-135.7NIODetails
Price/Book
6.32
High:AAPL
54.92AAPLLow:CCOI
-28.64CCOIDetails
Price/Sales
4.31
High:SPCE
107.73SPCELow:SDCCQ
0SDCCQDetails
Price/CF
17.71
High:DDD
462.65DDDLow:PROX.BR
1.01PROX.BRDetails
Price/FCF
43.77
High:PEP
5,253.35PEPLow:ZYME
2.44ZYMEDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-44.24% | Nov 2021 | Nov 2024 | 36 |
-13.87% | Oct 2025 | - | 3 |
-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 |