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+0.81%
This Month
+0.81%
Year To Date
+53.68%
2 Years
+19.57%
5 Years
+19.57%
10 Years
+4.21%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash37.78%
- 🚗 Consumer Durables23.92%
- 🪙 Cryptocurrencies15.85%
- 💻 Electronic Technology7.19%
- 🛠️ Producer Manufacturing5.11%
- 💰 Finance1.64%
- 🖥️ Technology Services1.39%
- 🧪 Process Industries1.25%
- 📊 ETFs1.1%
- 🛍️ Retail Trade0.62%
- 🧬 Health Technology0.34%
- 🪨 Non Energy Minerals0.33%
- 🏭 Industrial Services0.17%
- 📡 Communications0.1%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq32.5%
- 🌍 Digital Currency15.85%
- 🇺🇸 NYSE4.9%
- 🇫🇮 Helsinki Stock Exchange4.49%
- 🇩🇪 FRA0.26%
- 🇮🇹 Borsa Italiana0.24%
- 🇩🇰 Copenhagen Stock Exchange0.23%
- 🇺🇸 Chicago Board Options Exchange0.22%
- 🇬🇧 LSE0.22%
- 🇫🇷 Euronext Paris0.1%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States31.49%
- 🇫🇮 Finland4.49%
- 🇨🇭 Switzerland3.85%
- 🇹🇼 Taiwan0.6%
- 🇩🇪 Germany0.26%
- 🇬🇧 United Kingdom0.25%
- 🇮🇹 Italy0.24%
- 🇩🇰 Denmark0.23%
- 🇮🇪 Ireland0.22%
- 🇰🇾 Cayman Islands0.14%
- 🇭🇰 Hong Kong0.11%
- 🇫🇷 France0.1%
- 🇿🇦 South Africa0.08%
Dividends
Dividend Yield
0.28%
28 out of 42 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $ORA.PA (4.79%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 KNEBV.HE | 0.13% | 2.96% | $1.75 |
 LOGI | 0.07% | 1.84% | $1.18 |
 CVS | 0.01% | 3.6% | $2.54 |
 JNJ | 0.01% | 2.28% | $4.81 |
 C | 0.01% | 2.06% | $2.12 |
 GS | 0.01% | 1.66% | $11 |
 RTX | 0% | 1.34% | $2.44 |
 TSM | 0% | 0.79% | $1.74 |
 ORA.PA | 0% | 4.79% | $0.72 |
 MS | 0% | 2.15% | $3.4 |
 CAT | 0% | 0.9% | $5.31 |
 WFC | 0% | 1.99% | $1.4 |
 MSFT | 0% | 0.78% | $3 |
 AU | 0% | 1.88% | $0.22 |
 AVGO | 0% | 0.73% | $19.7 |
 LDO.MI | 0% | 0.91% | $0.28 |
 BARC.L | 0% | 1.76% | $0.08 |
 AER | 0% | 0.76% | $0.25 |
 GE | 0% | 0.49% | $0.44 |
 PUK | 0% | 1.42% | $0.41 |
 META | 0% | 0.29% | $1 |
 RHM.DE | 0% | 0.44% | $5.7 |
 GOOG | 0% | 0.24% | $0.2 |
 GFI | 0% | 1.02% | $0.31 |
 AGX | 0% | 0.49% | $1.15 |
 AAPL | 0% | 0.4% | $0.97 |
 MU | 0% | 0.1% | $0.46 |
 NVDA | 0% | 0.02% | $0.02 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 2.9/10
Beta
0.99
0.99
0
0.8
1.2
0
2
Sharpe Ratio
0.15
0.15
0
0.5
1
1.5
1.5
Sortino Ratio
0.23
0.23
0
1
2
3
3
Jensen's Alpha
-4.66
-4.66
-5
0
2
4.5
4.5
Omega Ratio
0.86
0.86
0
1
1.5
2.5
2.5
Treynor Ratio
0.35
0.35
0
0.75
1.25
2
2
Information Ratio
-0.21
-0.21
-1
0.3
0.6
1
1
Calmar Ratio
0.09
0.09
0
0.3
0.6
1
1
Beta
0.99
0.99
0
0.8
1.2
0
2
Sharpe Ratio
0.15
0.15
0
0.5
1
1.5
1.5
Sortino Ratio
0.23
0.23
0
1
2
3
3
Jensen's Alpha
-4.66
-4.66
-5
0
2
4.5
4.5
Omega Ratio
0.86
0.86
0
1
1.5
2.5
2.5
Treynor Ratio
0.35
0.35
0
0.75
1.25
2
2
Information Ratio
-0.21
-0.21
-1
0.3
0.6
1
1
Calmar Ratio
0.09
0.09
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
110.69
High:
TSLA
288.29TSLALow:
INTC
-595.6INTCDetails
PEG Ratio
94.39
High:LDO.MI
529.89LDO.MILow:INTC
-606.5INTCDetails
Price/Book
15.07
High:AAPL
51.38AAPLLow:C
1.04CDetails
Price/Sales
12.83
High:
CRDO
30.56CRDOLow:CVS
0.24CVSDetails
Price/CF
56.15
High:CRDO
197.95CRDOLow:ORA.PA
3.37ORA.PADetails
Price/FCF
129.88
High:RHM.DE
5,198.92RHM.DELow:GS
4.8GSDetails
P/E Ratio
110.69
High:TSLA
288.29TSLALow:INTC
-595.6INTCDetails
PEG Ratio
94.39
High:LDO.MI
529.89LDO.MILow:INTC
-606.5INTCDetails
Price/Book
15.07
High:AAPL
51.38AAPLLow:C
1.04CDetails
Price/Sales
12.83
High:CRDO
30.56CRDOLow:CVS
0.24CVSDetails
Price/CF
56.15
High:CRDO
197.95CRDOLow:ORA.PA
3.37ORA.PADetails
Price/FCF
129.88
High:RHM.DE
5,198.92RHM.DELow:GS
4.8GSDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-46.47% | Apr 2022 | Jun 2025 | 38 |
-3.99% | Aug 2025 | Nov 2025 | 3 |
-3.7% | Feb 2022 | Mar 2022 | 1 |
-1.97% | Dec 2025 | - | 2 |