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+1.49%
Today
+10.62%
This Month
+16.17%
Year To Date
+96.58%
2 Years
+174.5%
5 Years
+28.94%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies32.31%
- 📊 ETFs18.52%
- 💵 Cash9.16%
- 💰 Finance8.5%
- 🪨 Non Energy Minerals6.97%
- 💻 Electronic Technology6.83%
- ⚡ Utilities5.09%
- 🍞 Consumer Non Durables3.46%
- 🚗 Consumer Durables3.22%
- 🛠️ Producer Manufacturing2.86%
- 🧪 Process Industries2.32%
- 📡 Communications1.55%
- 🚚 Transportation0.57%
- 🖥️ Technology Services0.38%
- 🏭 Industrial Services0.34%
- 🧬 Health Technology0.28%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency32.31%
- 🇺🇸 Nasdaq12.74%
- 🇺🇸 NYSE7.7%
- 🇫🇷 Euronext Paris6.93%
- 🇪🇸 Bolsa De Madrid6.58%
- 🇺🇸 Chicago Board Options Exchange5.76%
- 🇬🇧 LSE4.58%
- 🇳🇱 Euronext Amsterdam3.83%
- 🇩🇰 Copenhagen Stock Exchange2.88%
- 🇩🇪 FRA2.72%
- 🇫🇮 Helsinki Stock Exchange2.32%
- 🇨🇭 SIX1.73%
- 🇳🇴 Oslo Stock Exchange1.65%
- 🇸🇪 Stockholm Stock Exchange0.77%
- 🇭🇰 Hong Kong Exchanges0.73%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States7.86%
- 🇫🇷 France6.93%
- 🇪🇸 Spain6.58%
- 🇱🇺 Luxembourg3.44%
- 🇨🇭 Switzerland3.41%
- 🇩🇰 Denmark2.88%
- 🇩🇪 Germany2.72%
- 🇫🇮 Finland2.32%
- 🇳🇴 Norway1.65%
- 🇬🇧 United Kingdom1.38%
- 🇰🇷 South Korea0.77%
- 🇸🇪 Sweden0.77%
- 🇭🇰 Hong Kong0.73%
- 🇳🇱 Netherlands0.39%
- 🇮🇱 Israel0.38%
- 🇧🇲 Bermuda0.19%
Dividends
Dividend Yield
1.85%
34 out of 67 instruments pay dividend.
2 dividend payments in the next 30 days.
Highest Dividend: $TRIG.L (7.64%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 APAM.NV | 0.23% | 6.64% | $1.7 |
 VSGX | 0.17% | 2.88% | - |
 UPM.HE | 0.15% | 6.38% | $1.5 |
 SCHF | 0.15% | 2.8% | - |
 COL.MC | 0.12% | 4.06% | $0.22 |
 SK.PA | 0.11% | 3.51% | $2.62 |
 HASI | 0.11% | 6.26% | $1.62 |
 CABK.MC | 0.09% | 4.76% | $0.32 |
 TEF.MC | 0.08% | 5.38% | $0.24 |
 ESGU | 0.07% | 1.14% | - |
 VIE.PA | 0.07% | 4.6% | $1.25 |
 NHY.OL | 0.06% | 3.61% | $2.5 |
 HBAN | 0.05% | 3.71% | $0.62 |
 TRIG.L | 0.05% | 7.64% | $0.07 |
 CCH.L | 0.04% | 2.17% | $0.79 |
 NG.L | 0.03% | 4.42% | $0.57 |
 LAND.ZU | 0.03% | 1.79% | $2.25 |
 NDA.DE | 0.03% | 1.62% | $1.4 |
 0992.HK | 0.03% | 3.84% | $0.38 |
 OR.PA | 0.03% | 1.94% | $6.6 |
 HLAG.DE | 0.02% | 6.43% | $9.25 |
 ERIC-A.ST | 0.02% | 3.91% | $2.7 |
 SMSN.L | 0.01% | 1.92% | $23.68 |
 EKTAB.ST | 0.01% | 5.01% | $2.4 |
 ORSTED.CO | 0.01% | 0.46% | - |
 ASC | 0.01% | 6.91% | $0.87 |
 S92.DE | 0.01% | 2.71% | $0.5 |
 CSCO | 0.01% | 2.38% | $1.58 |
 NKE | 0.01% | 2.17% | $1.45 |
 SCYR.MC | 0.01% | 2.79% | $0.11 |
 SPNS | 0.01% | 1.96% | $0.54 |
 QCLN | 0.01% | 1.04% | - |
 ALO.PA | 0% | 1.56% | $0.24 |
 ASM.NV | 0% | 0.57% | $2.75 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
CSCO | Pay Day | Jul 23, 2025 | $0.41 |
0992.HK | Ex-Dividend | Jul 30, 2025 | $0.04 |
0992.HK | Pay Day | Aug 13, 2025 | $0.04 |
HBAN | Ex-Dividend | Sep 17, 2025 | $0.16 |
HBAN | Pay Day | Oct 1, 2025 | $0.16 |
UPM.HE | Ex-Dividend | Oct 30, 2025 | $0.78 |
UPM.HE | Pay Day | Nov 7, 2025 | $0.78 |
TEF.MC | Ex-Dividend | Dec 16, 2025 | $0.17 |
TEF.MC | Pay Day | Dec 18, 2025 | $0.17 |
Performance Metrics
Score 7.5/10
Beta
0.2
0.2
0
0.8
1.2
0
2
Sharpe Ratio
0.78
0.78
0
0.5
1
1.5
1.5
Sortino Ratio
1.37
1.37
0
1
2
3
3
Jensen's Alpha
22.28
22.28
-2
0
2
23
23
Omega Ratio
1.4
1.4
0
1
1.5
2.5
2.5
Treynor Ratio
9.42
9.42
0
0.75
1.25
10
10
Information Ratio
0.35
0.35
0
0.3
0.6
1
1
Calmar Ratio
0.77
0.77
0
0.3
0.6
1
1
Beta
0.2
0.2
0
0.8
1.2
0
2
Sharpe Ratio
0.78
0.78
0
0.5
1
1.5
1.5
Sortino Ratio
1.37
1.37
0
1
2
3
3
Jensen's Alpha
22.28
22.28
-2
0
2
23
23
Omega Ratio
1.4
1.4
0
1
1.5
2.5
2.5
Treynor Ratio
9.42
9.42
0
0.75
1.25
10
10
Information Ratio
0.35
0.35
0
0.3
0.6
1
1
Calmar Ratio
0.77
0.77
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
22.87
High:
AMD
115.08AMDLow:
LAND.ZU
-19.02LAND.ZUDetails
PEG Ratio
91.66
High:
OR.PA
806.85OR.PALow:
NDA.DE
1.17NDA.DEDetails
Price/Book
2.1
High:
NKE
8.1NKELow:
ARRY
-11.07ARRYDetails
Price/Sales
1.86
High:
HASI
9.83HASILow:NDA.DE
0.22NDA.DEDetails
Price/CF
9.74
High:HASI
81.77HASILow:
TEF.MC
2.31TEF.MCDetails
Price/FCF
29.73
High:
UPM.HE
724.88UPM.HELow:TEF.MC
7.54TEF.MCDetails
P/E Ratio
22.87
High:AMD
115.08AMDLow:LAND.ZU
-19.02LAND.ZUDetails
PEG Ratio
91.66
High:OR.PA
806.85OR.PALow:NDA.DE
1.17NDA.DEDetails
Price/Book
2.1
High:NKE
8.1NKELow:ARRY
-11.07ARRYDetails
Price/Sales
1.86
High:HASI
9.83HASILow:NDA.DE
0.22NDA.DEDetails
Price/CF
9.74
High:HASI
81.77HASILow:TEF.MC
2.31TEF.MCDetails
Price/FCF
29.73
High:UPM.HE
724.88UPM.HELow:TEF.MC
7.54TEF.MCDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-30.21% | Apr 2020 | Jul 2020 | 3 |
-27.82% | May 2021 | May 2023 | 24 |
-10.76% | Sep 2020 | Feb 2021 | 5 |
-9.37% | Aug 2023 | Sep 2023 | 1 |
-7.3% | Feb 2025 | Jun 2025 | 4 |
-6.39% | Mar 2024 | Nov 2024 | 8 |
-4.67% | Jan 2024 | Feb 2024 | 1 |
-1.46% | Jun 2023 | Jul 2023 | 1 |