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+0.19%
Today
-1.63%
This Month
-1.78%
Year To Date
+103.74%
2 Years
-96.81%
5 Years
-54.15%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs41.58%
- 💻 Electronic Technology16.54%
- 💵 Cash13.02%
- 🖥️ Technology Services9.39%
- 💰 Finance5.75%
- 🪙 Cryptocurrencies5.56%
- 🛍️ Retail Trade3.01%
- 🍞 Consumer Non Durables1.05%
- 💇♀️ Consumer Services1.03%
- 🚗 Consumer Durables0.9%
- 🚚 Transportation0.76%
- 🧬 Health Technology0.42%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE38.44%
- 🇺🇸 Nasdaq36.94%
- 🌍 Digital Currency5.56%
- 🇩🇪 Xetra ETFs2.58%
- 🇳🇴 Oslo Stock Exchange0.76%
- 🇬🇧 LSE0.58%
- 🇩🇪 FRA0.55%
- 🇺🇸 Chicago Board Options Exchange0.31%
- 🇫🇷 Euronext Paris0.29%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States34.07%
- 🇳🇱 Netherlands1.42%
- 🇨🇳 China0.9%
- 🇳🇴 Norway0.76%
- 🇯🇵 Japan0.58%
- 🇩🇪 Germany0.55%
- 🇫🇷 France0.29%
- 🇱🇺 Luxembourg0.28%
Dividends
Dividend Yield
1.46%
25 out of 44 instruments pay dividend.
2 dividend payments in the next 30 days.
Highest Dividend: $MPCC.OL (30.96%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 SDIV | 0.5% | 11.05% | - |
 MPCC.OL | 0.24% | 30.96% | $5.9 |
 BLK | 0.12% | 2.34% | $20.2 |
 SPY | 0.1% | 1.28% | - |
 VOOV | 0.07% | 2.14% | - |
 VOO | 0.07% | 1.36% | - |
 QQQ | 0.05% | 0.64% | - |
 AGG | 0.05% | 3.71% | - |
 MCHP | 0.03% | 4.71% | $1.75 |
 INTC | 0.03% | 2.64% | $0.5 |
 IWM | 0.03% | 1.24% | - |
 VOOG | 0.02% | 0.61% | - |
 MUFG | 0.02% | 2.97% | $0.23 |
 PUM.DE | 0.02% | 2.96% | $0.82 |
 ABBV | 0.02% | 3.69% | $6.06 |
 IMEU.L | 0.02% | 2.63% | - |
 MSFT | 0.01% | 0.88% | $3 |
 NKE | 0.01% | 2.76% | $1.45 |
 EFV | 0.01% | 4.15% | - |
 META | 0.01% | 0.4% | $1 |
 DIS | 0.01% | 1.18% | $0.75 |
 GOOG | 0.01% | 0.52% | $0.2 |
 DPZ | 0.01% | 1.34% | $5.44 |
 NVDA | 0% | 0.04% | $0.02 |
 AAPL | 0% | 0.51% | $0.97 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
QQQ | Pay Day | Apr 24, 2025 | $- |
MSFT | Ex-Dividend | May 15, 2025 | $0.83 |
ABBV | Pay Day | May 15, 2025 | $1.64 |
PUM.DE | Ex-Dividend | May 22, 2025 | $0.66 |
PUM.DE | Pay Day | May 26, 2025 | $0.66 |
MSFT | Pay Day | Jun 12, 2025 | $0.83 |
EFV | Pay Day | Jun 17, 2025 | $- |
IWM | Pay Day | Jun 17, 2025 | $- |
DIS | Ex-Dividend | Jun 24, 2025 | $0.50 |
VOOV | Pay Day | Jul 2, 2025 | $- |
DIS | Pay Day | Jul 23, 2025 | $0.50 |
Performance Metrics
Score 1.9/10
Beta
2.61
2.61
0
0.8
1.2
0
3
Sharpe Ratio
-0.35
-0.35
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.4
-0.4
-1
1
2
3
3
Jensen's Alpha
-39.72
-39.72
-40
0
2
4.5
4.5
Omega Ratio
0.61
0.61
0
1
1.5
2.5
2.5
Treynor Ratio
-0.88
-0.88
-1
0.75
1.25
2
2
Information Ratio
-0.5
-0.5
-1
0.3
0.6
1
1
Calmar Ratio
-0.55
-0.55
-1
0.3
0.6
1
1
Beta
2.61
2.61
0
0.8
1.2
0
3
Sharpe Ratio
-0.35
-0.35
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.4
-0.4
-1
1
2
3
3
Jensen's Alpha
-39.72
-39.72
-40
0
2
4.5
4.5
Omega Ratio
0.61
0.61
0
1
1.5
2.5
2.5
Treynor Ratio
-0.88
-0.88
-1
0.75
1.25
2
2
Information Ratio
-0.5
-0.5
-1
0.3
0.6
1
1
Calmar Ratio
-0.55
-0.55
-1
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
31.29
High:
GME
100.83GMELow:
NBIS
-115.69NBISDetails
PEG Ratio
111.74
High:
BLK
446.13BLKLow:
UBI.PA
-25.53UBI.PADetails
Price/Book
12.76
High:
ABBV
91.84ABBVLow:
DPZ
-4.04DPZDetails
Price/Sales
9.39
High:NBIS
36.63NBISLow:
CO.PA
0.03CO.PADetails
Price/CF
34.65
High:NBIS
172.05NBISLow:UBI.PA
2.04UBI.PADetails
Price/FCF
54.95
High:NBIS
242.15NBISLow:UBI.PA
2.14UBI.PADetails
P/E Ratio
31.29
High:GME
100.83GMELow:NBIS
-115.69NBISDetails
PEG Ratio
111.74
High:BLK
446.13BLKLow:UBI.PA
-25.53UBI.PADetails
Price/Book
12.76
High:ABBV
91.84ABBVLow:DPZ
-4.04DPZDetails
Price/Sales
9.39
High:NBIS
36.63NBISLow:CO.PA
0.03CO.PADetails
Price/CF
34.65
High:NBIS
172.05NBISLow:UBI.PA
2.04UBI.PADetails
Price/FCF
54.95
High:NBIS
242.15NBISLow:UBI.PA
2.14UBI.PADetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-99.31% | Jun 2021 | - | 47 |
-14.9% | Feb 2021 | Apr 2021 | 2 |