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-0.09%
This Month
+8.86%
Year To Date
+41.09%
2 Years
+19.22%
5 Years
+19.22%
10 Years
+4.49%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash45.8%
- 🪙 Cryptocurrencies20.32%
- 💻 Electronic Technology16.08%
- 🛠️ Producer Manufacturing4.11%
- 📊 ETFs1.54%
- 💰 Finance1.04%
- 🧪 Process Industries1.03%
- 🖥️ Technology Services0.77%
- 🪨 Non Energy Minerals0.44%
- 🧬 Health Technology0.36%
- 🛍️ Retail Trade0.24%
- 💇♀️ Consumer Services0.2%
- 📦 Distribution Services0.16%
- 🏭 Industrial Services0.1%
- 📡 Communications0.08%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency20.32%
- 🇺🇸 Nasdaq17.43%
- 🇫🇮 Helsinki Stock Exchange4.11%
- 🇺🇸 NYSE3.36%
- 🇩🇰 Copenhagen Stock Exchange0.36%
- 🇩🇪 FRA0.24%
- 🇺🇸 Chicago Board Options Exchange0.22%
- 🇮🇹 Borsa Italiana0.19%
- 🇬🇧 LSE0.17%
- 🇫🇷 Euronext Paris0.08%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States13.53%
- 🇨🇭 Switzerland4.79%
- 🇫🇮 Finland4.11%
- 🇹🇼 Taiwan0.56%
- 🇩🇰 Denmark0.36%
- 🇬🇧 United Kingdom0.31%
- 🇩🇪 Germany0.24%
- 🇮🇹 Italy0.19%
- 🇮🇪 Ireland0.18%
- 🇰🇾 Cayman Islands0.15%
- 🇿🇦 South Africa0.11%
- 🇫🇷 France0.08%
Dividends
Dividend Yield
0.22%
30 out of 41 instruments pay dividend.
8 dividend payments in the next 30 days.
Highest Dividend: $ORA.PA (5.52%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 KNEBV.HE | 0.13% | 3.24% | $1.75 |
 LOGI | 0.07% | 1.48% | $1.18 |
 NOVO-B.CO | 0.01% | 3.33% | $9.4 |
 XLU | 0.01% | 2.79% | - |
 TSM | 0.01% | 1.01% | $1.74 |
 ORA.PA | 0% | 5.52% | $0.72 |
 XLF | 0% | 1.38% | - |
 AU | 0% | 2.7% | $0.22 |
 WFC | 0% | 2.09% | $1.4 |
 URA | 0% | 1.91% | - |
 LDO.MI | 0% | 1.1% | $0.28 |
 BARC.L | 0% | 2.35% | $0.08 |
 GFI | 0% | 1.83% | $0.31 |
 AVGO | 0% | 0.7% | $19.7 |
 AER | 0% | 0.86% | $0.25 |
 INDA | 0% | 0.72% | - |
 PUK | 0% | 1.78% | $0.41 |
 MSFT | 0% | 0.67% | $3 |
 SSRM | 0% | 0.63% | $0.28 |
 RHM.DE | 0% | 0.47% | $5.7 |
 MCK | 0% | 0.43% | $2.48 |
 AGX | 0% | 0.71% | $1.15 |
 META | 0% | 0.27% | $1 |
 MA | 0% | 0.5% | $2.46 |
 GOOG | 0% | 0.35% | $0.2 |
 AAPL | 0% | 0.43% | $0.97 |
 V | 0% | 0.69% | $2.01 |
 MU | 0% | 0.35% | $0.46 |
 NVDA | 0% | 0.02% | $0.02 |
 INTC | -0.05% | -0.51% | $-0.5 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
MSFT | Pay Day | Sep 11, 2025 | $0.83 |
NVDA | Ex-Dividend | Sep 11, 2025 | $0.01 |
GFI | Ex-Dividend | Sep 12, 2025 | $0.40 |
GOOG | Pay Day | Sep 15, 2025 | $0.21 |
BARC.L | Pay Day | Sep 16, 2025 | $0.04 |
TSM | Ex-Dividend | Sep 16, 2025 | $0.82 |
AVGO | Ex-Dividend | Sep 22, 2025 | $0.59 |
LOGI | Ex-Dividend | Sep 23, 2025 | $1.59 |
LOGI | Pay Day | Sep 24, 2025 | $1.59 |
GFI | Pay Day | Sep 25, 2025 | $0.40 |
AVGO | Pay Day | Sep 30, 2025 | $0.59 |
MCK | Pay Day | Oct 1, 2025 | $0.82 |
NVDA | Pay Day | Oct 2, 2025 | $0.01 |
TSM | Pay Day | Oct 9, 2025 | $0.82 |
PUK | Pay Day | Oct 16, 2025 | $0.15 |
ORA.PA | Ex-Dividend | Dec 2, 2025 | $0.35 |
ORA.PA | Pay Day | Dec 4, 2025 | $0.35 |
INDA | Pay Day | Dec 20, 2025 | $0.00 |
Performance Metrics
Score 3/10
Beta
1.01
1.01
0
0.8
1.2
0
2
Sharpe Ratio
0.17
0.17
0
0.5
1
1.5
1.5
Sortino Ratio
0.26
0.26
0
1
2
3
3
Jensen's Alpha
-3.49
-3.49
-4
0
2
4.5
4.5
Omega Ratio
0.9
0.9
0
1
1.5
2.5
2.5
Treynor Ratio
0.4
0.4
0
0.75
1.25
2
2
Information Ratio
-0.15
-0.15
-1
0.3
0.6
1
1
Calmar Ratio
0.1
0.1
0
0.3
0.6
1
1
Beta
1.01
1.01
0
0.8
1.2
0
2
Sharpe Ratio
0.17
0.17
0
0.5
1
1.5
1.5
Sortino Ratio
0.26
0.26
0
1
2
3
3
Jensen's Alpha
-3.49
-3.49
-4
0
2
4.5
4.5
Omega Ratio
0.9
0.9
0
1
1.5
2.5
2.5
Treynor Ratio
0.4
0.4
0
0.75
1.25
2
2
Information Ratio
-0.15
-0.15
-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
-190.08
High:
CRDO
207.12CRDOLow:
GEVO
-6.77GEVODetails
PEG Ratio
621.28
High:
AAPL
24,772.26AAPLLow:GEVO
-33.59GEVODetails
Price/Book
4
High:
MA
67.4MALow:
MCK
-43.68MCKDetails
Price/Sales
4.97
High:CRDO
43.31CRDOLow:MCK
0.23MCKDetails
Price/CF
19.34
High:CRDO
156.96CRDOLow:
ORA.PA
3.37ORA.PADetails
Price/FCF
57.98
High:
RHM.DE
5,198.92RHM.DELow:
EZPW
11.2EZPWDetails
P/E Ratio
-190.08
High:CRDO
207.12CRDOLow:GEVO
-6.77GEVODetails
PEG Ratio
621.28
High:AAPL
24,772.26AAPLLow:GEVO
-33.59GEVODetails
Price/Book
4
High:MA
67.4MALow:MCK
-43.68MCKDetails
Price/Sales
4.97
High:CRDO
43.31CRDOLow:MCK
0.23MCKDetails
Price/CF
19.34
High:CRDO
156.96CRDOLow:ORA.PA
3.37ORA.PADetails
Price/FCF
57.98
High:RHM.DE
5,198.92RHM.DELow:EZPW
11.2EZPWDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-46.47% | Apr 2022 | Jun 2025 | 38 |
-3.7% | Feb 2022 | Mar 2022 | 1 |
-0.12% | Aug 2025 | - | 2 |