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+0.18%
This Month
+10.78%
Year To Date
+36.87%
2 Years
+21.32%
5 Years
+21.32%
10 Years
+4.65%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash37.85%
- 🚗 Consumer Durables23.1%
- 🪙 Cryptocurrencies16.74%
- 💻 Electronic Technology7.68%
- 🛠️ Producer Manufacturing4.39%
- 📊 ETFs1.85%
- 💰 Finance1.61%
- 🧪 Process Industries1.42%
- 🖥️ Technology Services1.18%
- 🧬 Health Technology0.31%
- 🪨 Non Energy Minerals0.28%
- 🛍️ Retail Trade0.27%
- 📦 Distribution Services0.19%
- 🏭 Industrial Services0.16%
- 📡 Communications0.08%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq32.25%
- 🌍 Digital Currency16.74%
- 🇫🇮 Helsinki Stock Exchange4.39%
- 🇺🇸 NYSE4.32%
- 🇬🇧 LSE0.86%
- 🇺🇸 Chicago Board Options Exchange0.23%
- 🇩🇪 FRA0.21%
- 🇮🇹 Borsa Italiana0.19%
- 🇫🇷 Euronext Paris0.08%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States29.01%
- 🇨🇭 Switzerland5.2%
- 🇫🇮 Finland4.39%
- 🇹🇼 Taiwan0.67%
- 🇮🇪 Ireland0.36%
- 🇬🇧 United Kingdom0.21%
- 🇩🇪 Germany0.21%
- 🇰🇾 Cayman Islands0.2%
- 🇮🇹 Italy0.19%
- 🇭🇰 Hong Kong0.09%
- 🇫🇷 France0.08%
- 🇿🇦 South Africa0.07%
Dividends
Dividend Yield
0.26%
29 out of 43 instruments pay dividend.
4 dividend payments in the next 30 days.
Highest Dividend: $ORA.PA (5.34%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 KNEBV.HE | 0.13% | 3.01% | $1.75 |
 LOGI | 0.07% | 1.34% | $1.18 |
 TSM | 0.01% | 0.91% | $1.74 |
 C | 0.01% | 2.18% | $2.12 |
 RTX | 0% | 1.59% | $2.44 |
 ORA.PA | 0% | 5.34% | $0.72 |
 MDT.US | 0% | 2.77% | $2.77 |
 GS | 0% | 1.68% | $11 |
 JNJ | 0% | 2.51% | $4.81 |
 WFC | 0% | 1.91% | $1.4 |
 AU | 0% | 2.61% | $0.22 |
 AVGO | 0% | 0.62% | $19.7 |
 LDO.MI | 0% | 1.11% | $0.28 |
 BARC.L | 0% | 1.93% | $0.08 |
 MSFT | 0% | 0.73% | $3 |
 AER | 0% | 0.78% | $0.25 |
 PUK | 0% | 1.58% | $0.41 |
 GE | 0% | 0.47% | $0.44 |
 RHM.DE | 0% | 0.54% | $5.7 |
 GOOG | 0% | 0.26% | $0.2 |
 GFI | 0% | 1.54% | $0.31 |
 META | 0% | 0.32% | $1 |
 AGX | 0% | 0.46% | $1.15 |
 MCK | 0% | 0.38% | $2.48 |
 MA | 0% | 0.55% | $2.46 |
 AAPL | 0% | 0.36% | $0.97 |
 V | 0% | 0.74% | $2.01 |
 MU | 0% | 0.2% | $0.46 |
 NVDA | 0% | 0.02% | $0.02 |
Performance Metrics
Score 3/10
Beta
0.98
0.98
0
0.8
1.2
0
2
Sharpe Ratio
0.17
0.17
0
0.5
1
1.5
1.5
Sortino Ratio
0.27
0.27
0
1
2
3
3
Jensen's Alpha
-4.12
-4.12
-5
0
2
4.5
4.5
Omega Ratio
0.87
0.87
0
1
1.5
2.5
2.5
Treynor Ratio
0.4
0.4
0
0.75
1.25
2
2
Information Ratio
-0.18
-0.18
-1
0.3
0.6
1
1
Calmar Ratio
0.1
0.1
0
0.3
0.6
1
1
Beta
0.98
0.98
0
0.8
1.2
0
2
Sharpe Ratio
0.17
0.17
0
0.5
1
1.5
1.5
Sortino Ratio
0.27
0.27
0
1
2
3
3
Jensen's Alpha
-4.12
-4.12
-5
0
2
4.5
4.5
Omega Ratio
0.87
0.87
0
1
1.5
2.5
2.5
Treynor Ratio
0.4
0.4
0
0.75
1.25
2
2
Information Ratio
-0.18
-0.18
-1
0.3
0.6
1
1
Calmar Ratio
0.1
0.1
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
116.03
High:
TSLA
298.5TSLALow:
GEVO
-12.11GEVODetails
PEG Ratio
85.53
High:
V
1,180.28VLow:GEVO
-28.83GEVODetails
Price/Book
15.13
High:
MA
63.05MALow:
MCK
-57.43MCKDetails
Price/Sales
13.37
High:
CRDO
44.59CRDOLow:MCK
0.26MCKDetails
Price/CF
60.66
High:CRDO
197.95CRDOLow:
ORA.PA
3.37ORA.PADetails
Price/FCF
140.27
High:
RHM.DE
5,198.92RHM.DELow:
GS
4.8GSDetails
P/E Ratio
116.03
High:TSLA
298.5TSLALow:GEVO
-12.11GEVODetails
PEG Ratio
85.53
High:V
1,180.28VLow:GEVO
-28.83GEVODetails
Price/Book
15.13
High:MA
63.05MALow:MCK
-57.43MCKDetails
Price/Sales
13.37
High:CRDO
44.59CRDOLow:MCK
0.26MCKDetails
Price/CF
60.66
High:CRDO
197.95CRDOLow:ORA.PA
3.37ORA.PADetails
Price/FCF
140.27
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 |