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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
- 🖥️ Technology Services14.22%
- 💵 Cash14.04%
- 💻 Electronic Technology13.77%
- 🪙 Cryptocurrencies11.93%
- 💰 Finance9.67%
- 📊 ETFs7.59%
- 🪨 Non Energy Minerals4.65%
- ⚡ Utilities4.55%
- 🚚 Transportation3.75%
- 💇♀️ Consumer Services3.52%
- 🍞 Consumer Non Durables3.12%
- ⛏️ Energy Minerals2.83%
- 🛠️ Producer Manufacturing2.13%
- 🏥 Health Services1.69%
- 🛍️ Retail Trade1.16%
- 🧬 Health Technology0.87%
- 💼 Commercial Services0.44%
- 🏭 Industrial Services0.25%
- 🚗 Consumer Durables0.14%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE39.83%
- 🇺🇸 Nasdaq28.01%
- 🌍 Digital Currency11.93%
- 🇳🇴 Oslo Stock Exchange4.1%
- 🇬🇧 LSE1.34%
- 🇸🇦 Tadawul0.41%
- 🇭🇰 Hong Kong Exchanges0.27%
- 🇩🇪 FRA0.27%
- 🇳🇱 Euronext Amsterdam0.11%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States57.88%
- 🇳🇴 Norway3.55%
- 🇬🇧 United Kingdom1.16%
- 🇮🇱 Israel0.97%
- 🇭🇰 Hong Kong0.7%
- 🇸🇬 Singapore0.56%
- 🇸🇦 Saudi Arabia0.41%
- 🇨🇦 Canada0.35%
- 🇱🇺 Luxembourg0.3%
- 🇨🇳 China0.27%
- 🇩🇪 Germany0.27%
- 🇬🇷 Greece0.16%
- 🇳🇱 Netherlands0.11%
- 🇻🇬 Virgin Islands, British0.08%
Dividends
Dividend Yield
1.64%
61 out of 109 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $ZIM (18.42%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 WAWI.OL | 0.37% | 13.64% | - |
 AGNC | 0.24% | 11.98% | $1.44 |
 COLD | 0.11% | 7.49% | $0.88 |
 O | 0.08% | 5.37% | $3.09 |
 EQR | 0.07% | 4.6% | $2.66 |
 PHNX.L | 0.07% | 7.38% | $0.53 |
 KO | 0.06% | 2.8% | $1.89 |
 BWLPG.OL | 0.05% | 9.23% | $37.72 |
 UNH | 0.05% | 2.98% | $7.74 |
 MCD | 0.04% | 2.32% | $6.53 |
 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 |
 DUK | 0.03% | 3.59% | $4.1 |
 SBUX | 0.03% | 2.61% | $2.24 |
 ZIM | 0.03% | 18.42% | $0.23 |
 PG | 0.03% | 2.88% | $3.83 |
 SIMO | 0.02% | 2.98% | $1.49 |
 JNJ | 0.02% | 2.28% | $4.81 |
 NEE | 0.02% | 2.58% | $1.97 |
 DLR | 0.01% | 3% | $4.88 |
 BK | 0.01% | 1.74% | $1.68 |
 DOV | 0.01% | 1% | $2.04 |
 AWR | 0.01% | 2.68% | $1.72 |
 ORCL | 0.01% | 1.17% | $1.6 |
 GOOG | 0.01% | 0.24% | $0.2 |
 CEG | 0.01% | 0.54% | - |
 GSL | 0.01% | 5.67% | $1.5 |
 VOW3.DE | 0.01% | 6.12% | $9.06 |
 META | 0.01% | 0.29% | $1 |
 OKE | 0.01% | 5.23% | $3.89 |
 KOG.OL | 0.01% | 0.76% | - |
 WMT | 0.01% | 0.81% | $0.81 |
 NEM | 0.01% | 0.76% | $1.3 |
 INGA.NV | 0% | 4.3% | $1.11 |
 D | 0% | 4.43% | $2.67 |
 BKNG | 0% | 0.77% | $17.5 |
 SO | 0% | 3.33% | $2.82 |
 PNW | 0% | 3.89% | $3.51 |
 EXC | 0% | 3.6% | $1.48 |
 AAPL | 0% | 0.4% | $0.97 |
 XEL | 0% | 3.05% | $2.13 |
 HON | 0% | 2.15% | $4.27 |
 ALL | 0% | 2.04% | $3.62 |
 ETR | 0% | 2.53% | $4.46 |
 RTX | 0% | 1.34% | $2.44 |
 MRVL | 0% | 0.29% | $0.24 |
 EMR | 0% | 1.43% | $2.1 |
 VST | 0% | 0.54% | $0.85 |
 PYPL | 0% | 0.26% | - |
 GOOGL | 0% | 0.24% | $0.2 |
 RR.L | 0% | 0.86% | - |
 HL | 0% | 0.06% | $0.03 |
 ENR.DE | 0% | 0.47% | - |
 GE | 0% | 0.49% | $0.44 |
 BWXT | 0% | 0.46% | $0.94 |
 NVDA | 0% | 0.02% | $0.02 |
 CCJ | 0% | 0.13% | $0.09 |
 CW | 0% | 0.14% | $0.81 |
 PWR | 0% | 0.09% | $0.35 |
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
34.75
High:
PLTR
367.98PLTRLow:
RKLB
-228.45RKLBDetails
PEG Ratio
232.98
High:O
3,078.06OLow:
TEAM
-358.8TEAMDetails
Price/Book
11.28
High:
FTNT
82.95FTNTLow:MCD
-102.98MCDDetails
Price/Sales
7.63
High:
DNN
1,111.79DNNLow:
CRML
-CRMLDetails
Price/CF
23.94
High:
MSTR
7,511.07MSTRLow:ZIM
0.61ZIMDetails
Price/FCF
52.57
High:NEE
2,356.18NEELow:ZIM
1.1ZIMDetails
P/E Ratio
34.75
High:PLTR
367.98PLTRLow:RKLB
-228.45RKLBDetails
PEG Ratio
232.98
High:O
3,078.06OLow:TEAM
-358.8TEAMDetails
Price/Book
11.28
High:FTNT
82.95FTNTLow:MCD
-102.98MCDDetails
Price/Sales
7.63
High:DNN
1,111.79DNNLow:CRML
-CRMLDetails
Price/CF
23.94
High:MSTR
7,511.07MSTRLow:ZIM
0.61ZIMDetails
Price/FCF
52.57
High:NEE
2,356.18NEELow:ZIM
1.1ZIMDetails
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 |