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+0.19%
This Month
+10.14%
Year To Date
+77.28%
2 Years
+34.37%
5 Years
-49.75%
10 Years
-10.42%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services25.35%
- 🪙 Cryptocurrencies23.52%
- 💻 Electronic Technology16.44%
- 💵 Cash10.09%
- 📊 ETFs5.9%
- 💰 Finance4.84%
- 💼 Commercial Services3.08%
- 💇♀️ Consumer Services2.93%
- 🍞 Consumer Non Durables1.62%
- 🛍️ Retail Trade1.54%
- 🏥 Health Services0.83%
- ⚡ Utilities0.77%
- 🧬 Health Technology0.71%
- ⛏️ Energy Minerals0.66%
- 📈 Indexes0.46%
- ❓ Other0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq47%
- 🌍 Digital Currency23.52%
- 🇺🇸 NYSE15.24%
- 🇫🇷 Euronext Paris1.01%
- 🇳🇴 Oslo Stock Exchange0.77%
- 🇭🇰 Hong Kong Exchanges0.67%
- 🌍 CFD0.46%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States48.98%
- 🇳🇱 Netherlands4.2%
- 🇮🇱 Israel2.41%
- 🇫🇷 France1.01%
- 🇳🇴 Norway0.77%
- 🇹🇼 Taiwan0.75%
- 🇨🇳 China0.67%
Dividends
Dividend Yield
0.39%
20 out of 49 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $TEP.PA (6.92%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 TEP.PA | 0.07% | 6.92% | $3.85 |
 PFE | 0.05% | 6.5% | $1.66 |
 KHC | 0.04% | 6.55% | $1.6 |
 MSFT | 0.03% | 0.74% | $3 |
 CVX | 0.03% | 4.6% | $6.28 |
 ORCL | 0.03% | 1.08% | $1.6 |
 ASML | 0.02% | 0.58% | $5.57 |
 UNH | 0.02% | 2.56% | $7.74 |
 AAPL | 0.01% | 0.38% | $0.97 |
 GOOG | 0.01% | 0.27% | $0.2 |
 FOX | 0.01% | 0.87% | $0.52 |
 SKAND.OL | 0.01% | 1.14% | - |
 SPGI | 0.01% | 0.77% | $3.62 |
 META | 0.01% | 0.32% | $1 |
 TSM | 0.01% | 0.92% | $1.74 |
 NWS | 0.01% | 0.68% | $0.2 |
 9988.HK | 0% | 0.69% | $0.98 |
 AVGO | 0% | 0.71% | $19.7 |
 NVDA | 0% | 0.02% | $0.02 |
 BMNR | 0% | 0.03% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
TSM | Pay Day | Jan 8, 2026 | $0.84 |
Performance Metrics
Score 2.6/10
Beta
1.3
1.3
0
0.8
1.2
0
2
Sharpe Ratio
0.06
0.06
0
0.5
1
1.5
1.5
Sortino Ratio
0.08
0.08
0
1
2
3
3
Jensen's Alpha
-12.24
-12.24
-13
0
2
4.5
4.5
Omega Ratio
0.83
0.83
0
1
1.5
2.5
2.5
Treynor Ratio
0.2
0.2
0
0.75
1.25
2
2
Information Ratio
-0.18
-0.18
-1
0.3
0.6
1
1
Calmar Ratio
-0.11
-0.11
-1
0.3
0.6
1
1
Beta
1.3
1.3
0
0.8
1.2
0
2
Sharpe Ratio
0.06
0.06
0
0.5
1
1.5
1.5
Sortino Ratio
0.08
0.08
0
1
2
3
3
Jensen's Alpha
-12.24
-12.24
-13
0
2
4.5
4.5
Omega Ratio
0.83
0.83
0
1
1.5
2.5
2.5
Treynor Ratio
0.2
0.2
0
0.75
1.25
2
2
Information Ratio
-0.18
-0.18
-1
0.3
0.6
1
1
Calmar Ratio
-0.11
-0.11
-1
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
35.57
High:
PLTR
429.3PLTRLow:
CLOV
-23.32CLOVDetails
PEG Ratio
115.11
High:
META
462.29METALow:CLOV
-60.11CLOVDetails
Price/Book
14.19
High:
FTNT
83.09FTNTLow:
AZO
-17.7AZODetails
Price/Sales
11.59
High:PLTR
121.14PLTRLow:
TEP.PA
0.35TEP.PADetails
Price/CF
29.31
High:
MSTR
7,511.07MSTRLow:TEP.PA
3.39TEP.PADetails
Price/FCF
55.36
High:MSTR
1,187.5MSTRLow:TEP.PA
5.17TEP.PADetails
P/E Ratio
35.57
High:PLTR
429.3PLTRLow:CLOV
-23.32CLOVDetails
PEG Ratio
115.11
High:META
462.29METALow:CLOV
-60.11CLOVDetails
Price/Book
14.19
High:FTNT
83.09FTNTLow:AZO
-17.7AZODetails
Price/Sales
11.59
High:PLTR
121.14PLTRLow:TEP.PA
0.35TEP.PADetails
Price/CF
29.31
High:MSTR
7,511.07MSTRLow:TEP.PA
3.39TEP.PADetails
Price/FCF
55.36
High:MSTR
1,187.5MSTRLow:TEP.PA
5.17TEP.PADetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-80.05% | May 2019 | - | 80 |