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+0.12%
Today
+2.47%
This Month
-0.04%
Year To Date
+513.36%
2 Years
+844.03%
5 Years
+79.62%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology27.31%
- 🪙 Cryptocurrencies25.44%
- 📊 ETFs16.72%
- 🚚 Transportation10.51%
- 🖥️ Technology Services5.59%
- 🚗 Consumer Durables4.3%
- 🛍️ Retail Trade3.3%
- 💰 Finance1.65%
- 🛠️ Producer Manufacturing0.92%
- 🧬 Health Technology0.8%
- 🍞 Consumer Non Durables0.63%
- 💼 Commercial Services0.56%
- 💵 Cash0.53%
- 🏭 Industrial Services0.31%
- 🌾 Commodities0.26%
- 🪨 Non Energy Minerals0.01%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency25.44%
- 🇬🇧 LSE22.8%
- 🇺🇸 Nasdaq20.8%
- 🇺🇸 NYSE16.13%
- 🇳🇴 Oslo Stock Exchange10.81%
- 🇺🇸 Chicago Board Options Exchange1.33%
- 🇫🇷 Euronext Paris0.45%
- 🇩🇰 Copenhagen Stock Exchange0.29%
- 🌍 Commodity0.26%
- 🇩🇪 FRA0%
Countries Breakdown
- Country
- Total
- 🇬🇧 United Kingdom22.41%
- 🇺🇸 United States17.85%
- 🇳🇴 Norway10.81%
- 🇺🇾 Uruguay0.91%
- 🇨🇳 China0.77%
- 🇮🇪 Ireland0.69%
- 🇮🇱 Israel0.65%
- 🇱🇺 Luxembourg0.51%
- 🇳🇱 Netherlands0.45%
- 🇨🇦 Canada0.43%
- 🇩🇰 Denmark0.29%
- 🇧🇲 Bermuda0.12%
- 🇫🇷 France0%
- 🇩🇪 Germany0%
Dividends
Dividend Yield
0.9%
28 out of 60 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $WDI.DE (1129.94%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 NAS.OL | 0.54% | 5.11% | - |
 RR.L | 0.13% | 0.6% | - |
 VOO | 0.04% | 1.29% | - |
 GDXJ | 0.03% | 1.71% | - |
 EMB | 0.02% | 5.55% | - |
 GDX | 0.02% | 0.8% | - |
 IAPD.L | 0.02% | 9.65% | - |
 VB | 0.01% | 1.48% | - |
 NKE | 0.01% | 2.17% | $1.45 |
 IEML.L | 0.01% | 5.94% | - |
 FXI | 0.01% | 1.52% | - |
 NOVO-B.CO | 0.01% | 2.75% | $9.4 |
 SOXX | 0.01% | 0.72% | - |
 QQQ | 0.01% | 0.58% | - |
 AMAT | 0.01% | 0.9% | $1.44 |
 AIR.PA | 0% | 1.07% | $1.8 |
 MSFT | 0% | 0.65% | $3 |
 AAPL | 0% | 0.48% | $0.97 |
 LIT | 0% | 1.04% | - |
 META | 0% | 0.29% | $1 |
 WM | 0% | 1.39% | $2.9 |
 IPAC | 0% | 3.1% | - |
 KOG.OL | 0% | 0.77% | - |
 GOOG | 0% | 0.44% | $0.2 |
 BABA | 0% | 0.86% | $0.98 |
 NVDA | 0% | 0.02% | $0.02 |
 B | 0% | 1.86% | $0.4 |
 WDI.DE | 0% | 1129.94% | $0.2 |
Performance Metrics
Score 8/10
Beta
2.07
2.07
0
0.8
1.2
0
3
Sharpe Ratio
0.8
0.8
0
0.5
1
1.5
1.5
Sortino Ratio
3.59
3.59
0
1
2
4
4
Jensen's Alpha
109.49
109.49
-2
0
2
110
110
Omega Ratio
3.01
3.01
0
1
1.5
4
4
Treynor Ratio
3.62
3.62
0
0.75
1.25
4
4
Information Ratio
0.77
0.77
0
0.3
0.6
1
1
Calmar Ratio
1.78
1.78
0
0.3
0.6
2
2
Beta
2.07
2.07
0
0.8
1.2
0
3
Sharpe Ratio
0.8
0.8
0
0.5
1
1.5
1.5
Sortino Ratio
3.59
3.59
0
1
2
4
4
Jensen's Alpha
109.49
109.49
-2
0
2
110
110
Omega Ratio
3.01
3.01
0
1
1.5
4
4
Treynor Ratio
3.62
3.62
0
0.75
1.25
4
4
Information Ratio
0.77
0.77
0
0.3
0.6
1
1
Calmar Ratio
1.78
1.78
0
0.3
0.6
2
2
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
43.89
High:
PLTR
670.39PLTRLow:
HUT
-38.56HUTDetails
PEG Ratio
478.78
High:
RR.L
896.89RR.LLow:
LMND
-464.01LMNDDetails
Price/Book
16.28
High:PLTR
66.79PLTRLow:RR.L
-93.72RR.LDetails
Price/Sales
8.32
High:PLTR
125.81PLTRLow:
WDI.DE
0.03WDI.DEDetails
Price/CF
24.22
High:PLTR
161.45PLTRLow:
AF.PA
0.56AF.PADetails
Price/FCF
41.97
High:
SMCI
598.42SMCILow:
NAS.OL
4.35NAS.OLDetails
P/E Ratio
43.89
High:PLTR
670.39PLTRLow:HUT
-38.56HUTDetails
PEG Ratio
478.78
High:RR.L
896.89RR.LLow:LMND
-464.01LMNDDetails
Price/Book
16.28
High:PLTR
66.79PLTRLow:RR.L
-93.72RR.LDetails
Price/Sales
8.32
High:PLTR
125.81PLTRLow:WDI.DE
0.03WDI.DEDetails
Price/CF
24.22
High:PLTR
161.45PLTRLow:AF.PA
0.56AF.PADetails
Price/FCF
41.97
High:SMCI
598.42SMCILow:NAS.OL
4.35NAS.OLDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-41.63% | Sep 2021 | Apr 2023 | 19 |
-40.53% | Sep 2023 | Nov 2023 | 2 |
-14.72% | Dec 2024 | - | 8 |
-13.97% | Mar 2024 | Apr 2024 | 1 |
-1.46% | Jul 2024 | Sep 2024 | 2 |