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+1.86%
This Month
+2.67%
Year To Date
+109.64%
2 Years
+79.26%
5 Years
-2.77%
10 Years
-0.34%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies58.95%
- 💻 Electronic Technology12.29%
- 🖥️ Technology Services6.8%
- 🛍️ Retail Trade5.84%
- 🧬 Health Technology3.72%
- 🚚 Transportation2.27%
- 🛠️ Producer Manufacturing2.17%
- 🚗 Consumer Durables1.39%
- 🍞 Consumer Non Durables1.02%
- 🪨 Non Energy Minerals0.98%
- 💰 Finance0.86%
- 🧪 Process Industries0.74%
- 📡 Communications0.65%
- 📦 Distribution Services0.52%
- 🏥 Health Services0.49%
- 🏭 Industrial Services0.33%
- 💇♀️ Consumer Services0.31%
- 📊 ETFs0.2%
- 💵 Cash0.19%
- 💼 Commercial Services0.14%
- ⚡ Utilities0.01%
- ❓ Other0%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency58.95%
- 🇺🇸 Nasdaq24.98%
- 🇺🇸 NYSE5.46%
- 🇨🇭 SIX3.19%
- 🇭🇰 Hong Kong Exchanges2.98%
- 🇩🇪 FRA2.11%
- 🇬🇧 LSE1.17%
- 🇸🇪 Stockholm Stock Exchange0.26%
- 🇺🇸 Chicago Board Options Exchange0.2%
- 🇩🇰 Copenhagen Stock Exchange0.18%
- 🇳🇴 Oslo Stock Exchange0.13%
- 🇫🇷 Euronext Paris0.08%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States25.34%
- 🇨🇳 China6.1%
- 🇨🇭 Switzerland3.3%
- 🇩🇪 Germany2.31%
- 🇬🇧 United Kingdom0.84%
- 🇨🇦 Canada0.82%
- 🇰🇷 South Korea0.33%
- 🇭🇰 Hong Kong0.29%
- 🇸🇪 Sweden0.27%
- 🇮🇱 Israel0.25%
- 🇩🇰 Denmark0.18%
- 🇫🇮 Finland0.17%
- 🇳🇴 Norway0.13%
- 🇫🇷 France0.08%
- 🇮🇪 Ireland0.08%
- 🇸🇬 Singapore0.04%
- 🇲🇾 Malaysia0.01%
Dividends
Dividend Yield
0.39%
35 out of 149 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $BCE (7.16%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 NESN.ZU | 0.04% | 3.88% | $3 |
 KNIN.ZU | 0.03% | 5.13% | $10 |
 DTG.DE | 0.03% | 5.17% | $1.9 |
 2338.HK | 0.02% | 3.93% | $0.57 |
 BCE | 0.02% | 7.16% | $2.9 |
 BABA | 0.02% | 0.65% | $0.98 |
 01211.HK | 0.02% | 1.47% | $3.41 |
 EZJ.L | 0.02% | 2.7% | $0.05 |
 HOLN.ZU | 0.01% | 4.11% | $2.8 |
 2318.HK | 0.01% | 4.96% | $2.63 |
 LHA.DE | 0.01% | 3.65% | $0.3 |
 AAPL | 0.01% | 0.36% | $0.97 |
 DTE.DE | 0.01% | 3.69% | $0.77 |
 GOOG | 0.01% | 0.26% | $0.2 |
 POOL | 0.01% | 2.03% | $4.5 |
 TKA.DE | 0.01% | 1.65% | $0.15 |
 VOW3.DE | 0.01% | 5.96% | $9.06 |
 LOGN.ZU | 0.01% | 1.33% | $1.06 |
 MSFT | 0.01% | 0.73% | $3 |
 ROG.ZU | 0.01% | 3.1% | $9.6 |
 OTIS | 0.01% | 1.91% | $1.41 |
 HUSQB.ST | 0.01% | 2.22% | $3 |
 ABT | 0.01% | 1.89% | $2.16 |
 NAS.OL | 0.01% | 5.3% | - |
 AVGO | 0.01% | 0.62% | $19.7 |
 SIKA.ZU | 0% | 2.3% | $3.3 |
 ADEN.ZU | 0% | 4.41% | $2.5 |
 SMSN.L | 0% | 1.21% | $23.68 |
 01177.HK | 0% | 1.31% | $0.05 |
 00285.HK | 0% | 1.77% | $0.59 |
 NOK | 0% | 1.83% | $0.1 |
 META | 0% | 0.32% | $1 |
 NVDA | 0% | 0.02% | $0.02 |
 VWS.CO | 0% | 0.35% | - |
 MRVL | 0% | 0.24% | $0.24 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
MSFT | Pay Day | Dec 11, 2025 | $0.91 |
Performance Metrics
Score 3/10
Beta
1.58
1.58
0
0.8
1.2
0
2
Sharpe Ratio
0.19
0.19
0
0.5
1
1.5
1.5
Sortino Ratio
0.36
0.36
0
1
2
3
3
Jensen's Alpha
-6.79
-6.79
-7
0
2
4.5
4.5
Omega Ratio
0.99
0.99
0
1
1.5
2.5
2.5
Treynor Ratio
0.59
0.59
0
0.75
1.25
2
2
Information Ratio
-0.01
-0.01
-1
0.3
0.6
1
1
Calmar Ratio
-0.01
-0.01
-1
0.3
0.6
1
1
Beta
1.58
1.58
0
0.8
1.2
0
2
Sharpe Ratio
0.19
0.19
0
0.5
1
1.5
1.5
Sortino Ratio
0.36
0.36
0
1
2
3
3
Jensen's Alpha
-6.79
-6.79
-7
0
2
4.5
4.5
Omega Ratio
0.99
0.99
0
1
1.5
2.5
2.5
Treynor Ratio
0.59
0.59
0
0.75
1.25
2
2
Information Ratio
-0.01
-0.01
-1
0.3
0.6
1
1
Calmar Ratio
-0.01
-0.01
-1
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
36.45
High:
INTC
4,128.3INTCLow:
03690.HK
-253.703690.HKDetails
PEG Ratio
218.35
High:INTC
4,112.79INTCLow:
ALDX
-159.48ALDXDetails
Price/Book
13.14
High:
OCGN
106.99OCGNLow:
TOI
-24.4TOIDetails
Price/Sales
8.95
High:
SPCE
155.18SPCELow:
CRBP
-CRBPDetails
Price/CF
27.85
High:
DDD
462.65DDDLow:
MTRO.L
0.48MTRO.LDetails
Price/FCF
54.66
High:03690.HK
387.8103690.HKLow:
HTZ
0.31HTZDetails
P/E Ratio
36.45
High:INTC
4,128.3INTCLow:03690.HK
-253.703690.HKDetails
PEG Ratio
218.35
High:INTC
4,112.79INTCLow:ALDX
-159.48ALDXDetails
Price/Book
13.14
High:OCGN
106.99OCGNLow:TOI
-24.4TOIDetails
Price/Sales
8.95
High:SPCE
155.18SPCELow:CRBP
-CRBPDetails
Price/CF
27.85
High:DDD
462.65DDDLow:MTRO.L
0.48MTRO.LDetails
Price/FCF
54.66
High:03690.HK
387.8103690.HKLow:HTZ
0.31HTZDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-84.18% | Jan 2018 | - | 96 |