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+3.89%
This Month
+3.89%
Year To Date
+63.99%
2 Years
+36.26%
5 Years
+36.26%
10 Years
+7.55%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash13.59%
- 💻 Electronic Technology12.69%
- 🖥️ Technology Services12.31%
- 🪙 Cryptocurrencies11.76%
- 👥 Copy Trading10.25%
- 💰 Finance8.83%
- 📊 ETFs6.35%
- 🪨 Non Energy Minerals4.23%
- 💇♀️ Consumer Services3.45%
- ⚡ Utilities3.24%
- 🚚 Transportation3.1%
- 🍞 Consumer Non Durables2.96%
- ⛏️ Energy Minerals2.69%
- 🛠️ Producer Manufacturing2.4%
- 🏥 Health Services1.68%
- 🧬 Health Technology0.85%
- 🛍️ Retail Trade0.66%
- 💼 Commercial Services0.31%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE40.26%
- 🇺🇸 Nasdaq28.44%
- 🌍 Digital Currency12.16%
- 🇳🇴 Oslo Stock Exchange3.88%
- 🇬🇧 LSE1.32%
- 🇸🇦 Tadawul0.39%
- 🇩🇪 FRA0.27%
- 🇭🇰 Hong Kong Exchanges0.27%
- 🇳🇱 Euronext Amsterdam0.11%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States58.44%
- 🇳🇴 Norway3.35%
- 🇬🇧 United Kingdom1.14%
- 🇮🇱 Israel1.02%
- 🇭🇰 Hong Kong0.67%
- 🇸🇬 Singapore0.53%
- 🇸🇦 Saudi Arabia0.39%
- 🇨🇦 Canada0.35%
- 🇱🇺 Luxembourg0.29%
- 🇩🇪 Germany0.27%
- 🇨🇳 China0.27%
- 🇬🇷 Greece0.16%
- 🇳🇱 Netherlands0.11%
- 🇻🇬 Virgin Islands, British0.08%
Dividends
Dividend Yield
1.59%
41 out of 64 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $WAWI.OL (13.64%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 WAWI.OL | 0.35% | 13.64% | - |
 AGNC | 0.25% | 11.98% | $1.44 |
 COLD | 0.11% | 7.49% | $0.88 |
 O | 0.07% | 5.37% | $3.09 |
 PHNX.L | 0.06% | 7.38% | $0.53 |
 EQR | 0.06% | 4.6% | $2.66 |
 KO | 0.06% | 2.8% | $1.89 |
 Etcaetera | 0.05% | 1.54% | - |
 UNH | 0.05% | 2.98% | $7.74 |
 BWLPG.OL | 0.05% | 9.23% | $37.72 |
 MCD | 0.04% | 2.32% | $6.53 |
 NuclearFuture | 0.04% | 1.28% | - |
 CVX | 0.04% | 3.99% | $6.28 |
 IBM | 0.04% | 2.11% | $6.65 |
 GD | 0.03% | 1.68% | $5.48 |
 WTTR | 0.03% | 2.44% | $0.23 |
 SBUX | 0.03% | 2.61% | $2.24 |
 PG | 0.02% | 2.88% | $3.83 |
 DUK | 0.02% | 3.59% | $4.1 |
 SIMO | 0.02% | 2.98% | $1.49 |
 JNJ | 0.02% | 2.28% | $4.81 |
 DLR | 0.01% | 3% | $4.88 |
 NEE | 0.01% | 2.58% | $1.97 |
 BK | 0.01% | 1.74% | $1.68 |
 DOV | 0.01% | 1% | $2.04 |
 ORCL | 0.01% | 1.17% | $1.6 |
 AWR | 0.01% | 2.68% | $1.72 |
 GOOG | 0.01% | 0.24% | $0.2 |
 CEG | 0.01% | 0.54% | - |
 Marirs | 0.01% | 0.18% | - |
 META | 0.01% | 0.29% | $1 |
 KOG.OL | 0.01% | 0.76% | - |
 NEM | 0.01% | 0.76% | $1.3 |
 WMT | 0.01% | 0.81% | $0.81 |
 BKNG | 0% | 0.77% | $17.5 |
 AAPL | 0% | 0.4% | $0.97 |
 RTX | 0% | 1.34% | $2.44 |
 MRVL | 0% | 0.29% | $0.24 |
 HL | 0% | 0.06% | $0.03 |
 PYPL | 0% | 0.26% | - |
 NVDA | 0% | 0.02% | $0.02 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 2.9/10
Beta
1.6
1.6
0
0.8
1.2
0
2
Sharpe Ratio
0.24
0.24
0
0.5
1
1.5
1.5
Sortino Ratio
0.37
0.37
0
1
2
3
3
Jensen's Alpha
-4.5
-4.5
-5
0
2
4.5
4.5
Omega Ratio
1
1
0
1
1.5
2.5
2.5
Treynor Ratio
0.39
0.39
0
0.75
1.25
2
2
Information Ratio
0
0
-1
0.3
0.6
1
1
Calmar Ratio
0.14
0.14
0
0.3
0.6
1
1
Beta
1.6
1.6
0
0.8
1.2
0
2
Sharpe Ratio
0.24
0.24
0
0.5
1
1.5
1.5
Sortino Ratio
0.37
0.37
0
1
2
3
3
Jensen's Alpha
-4.5
-4.5
-5
0
2
4.5
4.5
Omega Ratio
1
1
0
1
1.5
2.5
2.5
Treynor Ratio
0.39
0.39
0
0.75
1.25
2
2
Information Ratio
0
0
-1
0.3
0.6
1
1
Calmar Ratio
0.14
0.14
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
35.13
High:
PLTR
367.98PLTRLow:
RKLB
-228.45RKLBDetails
PEG Ratio
242.09
High:O
3,078.06OLow:
U
-78.75UDetails
Price/Book
11.78
High:PLTR
56.9PLTRLow:MCD
-102.98MCDDetails
Price/Sales
7.9
High:
RGTI
954.6RGTILow:
USAR
-USARDetails
Price/CF
24.57
High:PLTR
258.05PLTRLow:WAWI.OL
2.05WAWI.OLDetails
Price/FCF
51.92
High:NEE
2,356.18NEELow:PHNX.L
2.63PHNX.LDetails
P/E Ratio
35.13
High:PLTR
367.98PLTRLow:RKLB
-228.45RKLBDetails
PEG Ratio
242.09
High:O
3,078.06OLow:U
-78.75UDetails
Price/Book
11.78
High:PLTR
56.9PLTRLow:MCD
-102.98MCDDetails
Price/Sales
7.9
High:RGTI
954.6RGTILow:USAR
-USARDetails
Price/CF
24.57
High:PLTR
258.05PLTRLow:WAWI.OL
2.05WAWI.OLDetails
Price/FCF
51.92
High:NEE
2,356.18NEELow:PHNX.L
2.63PHNX.LDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-49.72% | Dec 2021 | Nov 2024 | 35 |
-16.83% | Feb 2025 | Jun 2025 | 4 |
-8.34% | Nov 2025 | - | 3 |
-1.2% | Aug 2025 | Sep 2025 | 1 |