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+1.12%
This Month
+3.42%
Year To Date
+302.97%
2 Years
+876.72%
5 Years
+876.72%
10 Years
+70.96%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash32.44%
- 💻 Electronic Technology28.87%
- 🚚 Transportation9.69%
- 📊 ETFs7.88%
- 🚗 Consumer Durables6.18%
- 🖥️ Technology Services5.44%
- 🛍️ Retail Trade3.11%
- 💰 Finance2.79%
- 🪙 Cryptocurrencies2.55%
- 🛠️ Producer Manufacturing1.01%
- 🧬 Health Technology0.89%
- 💼 Commercial Services0.67%
- 🍞 Consumer Non Durables0.52%
- 🏥 Health Services0.39%
- 📡 Communications0.35%
Exchanges Breakdown
- Exchange
- Total
- 🇬🇧 LSE23.11%
- 🇺🇸 Nasdaq22.88%
- 🇳🇴 Oslo Stock Exchange9.9%
- 🇺🇸 NYSE9.33%
- 🌍 Digital Currency2.55%
- 🇺🇸 Chicago Board Options Exchange1.05%
- 🇩🇪 FRA0.74%
- 🇫🇷 Euronext Paris0.43%
- 🇩🇰 Copenhagen Stock Exchange0.33%
Countries Breakdown
- Country
- Total
- 🇬🇧 United Kingdom23.11%
- 🇺🇸 United States22.12%
- 🇳🇴 Norway9.9%
- 🇨🇳 China0.79%
- 🇩🇪 Germany0.74%
- 🇺🇾 Uruguay0.71%
- 🇮🇪 Ireland0.67%
- 🇨🇦 Canada0.47%
- 🇳🇱 Netherlands0.43%
- 🇩🇰 Denmark0.33%
- 🇮🇱 Israel0.33%
- 🇱🇺 Luxembourg0.29%
- 🇫🇷 France0%
Dividends
Dividend Yield
0.8%
18 out of 49 instruments pay dividend.
2 dividend payments in the next 30 days.
Highest Dividend: $WDI.DE (2352.94%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 NAS.OL | 0.51% | 5.26% | - |
 RR.L | 0.22% | 0.97% | - |
 NKE | 0.01% | 2.44% | $1.45 |
 NOVO-B.CO | 0.01% | 3.76% | $9.4 |
 UNH | 0.01% | 2.64% | $7.74 |
 AMAT | 0.01% | 0.66% | $1.44 |
 MSFT | 0.01% | 0.72% | $3 |
 AIR.PA | 0% | 1.02% | $1.8 |
 AAPL | 0% | 0.37% | $0.97 |
 RHM.DE | 0% | 0.53% | $5.7 |
 META | 0% | 0.31% | $1 |
 KOG.OL | 0% | 1.01% | - |
 LLY | 0% | 0.59% | $4.86 |
 GOOG | 0% | 0.26% | $0.2 |
 BABA | 0% | 0.65% | $0.98 |
 PYPL | 0% | 0.22% | - |
 NVDA | 0% | 0.02% | $0.02 |
 WDI.DE | 0% | 2352.94% | $0.2 |
Performance Metrics
Score 7.9/10
Beta
2.02
2.02
0
0.8
1.2
0
3
Sharpe Ratio
0.77
0.77
0
0.5
1
1.5
1.5
Sortino Ratio
3.41
3.41
0
1
2
4
4
Jensen's Alpha
89.04
89.04
-2
0
2
90
90
Omega Ratio
2.84
2.84
0
1
1.5
3
3
Treynor Ratio
3.4
3.4
0
0.75
1.25
4
4
Information Ratio
0.72
0.72
0
0.3
0.6
1
1
Calmar Ratio
1.61
1.61
0
0.3
0.6
2
2
Beta
2.02
2.02
0
0.8
1.2
0
3
Sharpe Ratio
0.77
0.77
0
0.5
1
1.5
1.5
Sortino Ratio
3.41
3.41
0
1
2
4
4
Jensen's Alpha
89.04
89.04
-2
0
2
90
90
Omega Ratio
2.84
2.84
0
1
1.5
3
3
Treynor Ratio
3.4
3.4
0
0.75
1.25
4
4
Information Ratio
0.72
0.72
0
0.3
0.6
1
1
Calmar Ratio
1.61
1.61
0
0.3
0.6
2
2
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
41.78
High:
PLTR
425.07PLTRLow:
CRWD
-405.28CRWDDetails
PEG Ratio
147.64
High:
AMAT
6,456.94AMATLow:
LMND
-152.34LMNDDetails
Price/Book
14.34
High:PLTR
65.73PLTRLow:
ALVO
-9.34ALVODetails
Price/Sales
8.77
High:PLTR
119.94PLTRLow:
WDI.DE
0.03WDI.DEDetails
Price/CF
33.38
High:PLTR
258.05PLTRLow:
AF.PA
0.76AF.PADetails
Price/FCF
66.08
High:
RHM.DE
5,198.92RHM.DELow:
SATS
6.89SATSDetails
P/E Ratio
41.78
High:PLTR
425.07PLTRLow:CRWD
-405.28CRWDDetails
PEG Ratio
147.64
High:AMAT
6,456.94AMATLow:LMND
-152.34LMNDDetails
Price/Book
14.34
High:PLTR
65.73PLTRLow:ALVO
-9.34ALVODetails
Price/Sales
8.77
High:PLTR
119.94PLTRLow:WDI.DE
0.03WDI.DEDetails
Price/CF
33.38
High:PLTR
258.05PLTRLow:AF.PA
0.76AF.PADetails
Price/FCF
66.08
High:RHM.DE
5,198.92RHM.DELow:SATS
6.89SATSDetails
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 | Sep 2025 | 9 |
-13.97% | Mar 2024 | Apr 2024 | 1 |
-6.72% | Oct 2025 | - | 3 |
-1.46% | Jul 2024 | Sep 2024 | 2 |