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+0.72%
This Month
+2.64%
Year To Date
+12.87%
2 Years
+34.15%
5 Years
+56.16%
10 Years
+5.38%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash39.21%
- 🖥️ Technology Services14.37%
- 🌾 Commodities11.59%
- 🪙 Cryptocurrencies7.35%
- 💻 Electronic Technology5.55%
- 💇♀️ Consumer Services3.2%
- 🛍️ Retail Trade2.42%
- 💰 Finance2.38%
- 🚗 Consumer Durables2.22%
- 🧬 Health Technology1.79%
- 💼 Commercial Services1.65%
- 📡 Communications1.55%
- 📊 ETFs1.33%
- ⛏️ Energy Minerals1.24%
- ❓ Other1.09%
- 🧪 Process Industries1.01%
- 🚚 Transportation0.91%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE18.02%
- 🇺🇸 Nasdaq17.48%
- 🌍 Commodity11.59%
- 🌍 Digital Currency7.35%
- 🇩🇪 FRA3.11%
- Regular Trading Hours - RTH1.09%
- 🇫🇮 Helsinki Stock Exchange1.01%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States29.22%
- 🇸🇪 Sweden3.54%
- 🇩🇪 Germany3.11%
- 🇳🇱 Netherlands1.43%
- 🇫🇮 Finland1.01%
Dividends
Dividend Yield
0.58%
14 out of 36 instruments pay dividend.
2 dividend payments in the next 30 days.
Highest Dividend: $IEP (26.49%)
Dividend Yield Breakdown
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 GLW | Ex-Dividend | May 29, 2026 | $0.28 |
 PYPL | Ex-Dividend | Jun 4, 2026 | $0.14 |
 BKNG | Ex-Dividend | Jun 5, 2026 | $0.42 |
 GOOG | Ex-Dividend | Jun 8, 2026 | $0.22 |
 PFE | Pay Day | Jun 12, 2026 | $0.43 |
GOOG | Pay Day | Jun 15, 2026 | $0.22 |
PYPL | Pay Day | Jun 25, 2026 | $0.14 |
 IEP | Pay Day | Jun 25, 2026 | $0.50 |
GLW | Pay Day | Jun 29, 2026 | $0.28 |
BKNG | Pay Day | Jun 30, 2026 | $0.42 |
 UPM.HE | Ex-Dividend | Oct 29, 2026 | $0.89 |
UPM.HE | Pay Day | Nov 6, 2026 | $0.89 |
Performance Metrics
Score 5.7/10
Beta
0.82
0.82
0
0.8
1.2
0
2
Sharpe Ratio
0.29
0.29
0
0.5
1
1.5
1.5
Sortino Ratio
0.61
0.61
0
1
2
3
3
Jensen's Alpha
11.15
11.15
-2
0
2
12
12
Omega Ratio
1.19
1.19
0
1
1.5
2.5
2.5
Treynor Ratio
1.85
1.85
0
0.75
1.25
2
2
Information Ratio
0.15
0.15
0
0.3
0.6
1
1
Calmar Ratio
0.07
0.07
0
0.3
0.6
1
1
Beta
0.82
0.82
0
0.8
1.2
0
2
Sharpe Ratio
0.29
0.29
0
0.5
1
1.5
1.5
Sortino Ratio
0.61
0.61
0
1
2
3
3
Jensen's Alpha
11.15
11.15
-2
0
2
12
12
Omega Ratio
1.19
1.19
0
1
1.5
2.5
2.5
Treynor Ratio
1.85
1.85
0
0.75
1.25
2
2
Information Ratio
0.15
0.15
0
0.3
0.6
1
1
Calmar Ratio
0.07
0.07
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
33.81
High:
TSLA
389.19TSLALow:
NET
-870.6NETDetails
PEG Ratio
138.43
High:
ABNB
1,385.82ABNBLow:
IONQ
-351.54IONQDetails
Price/Book
8.91
High:NET
50.04NETLow:BKNG
-14.4BKNGDetails
Price/Sales
7.46
High:
RGTI
884.81RGTILow:IEP
0.48IEPDetails
Price/CF
22.79
High:NET
118.18NETLow:
ALV.DE
4.48ALV.DEDetails
Price/FCF
43.52
High:NET
249.38NETLow:ALV.DE
5.81ALV.DEDetails
P/E Ratio
33.81
High:TSLA
389.19TSLALow:NET
-870.6NETDetails
PEG Ratio
138.43
High:ABNB
1,385.82ABNBLow:IONQ
-351.54IONQDetails
Price/Book
8.91
High:NET
50.04NETLow:BKNG
-14.4BKNGDetails
Price/Sales
7.46
High:RGTI
884.81RGTILow:IEP
0.48IEPDetails
Price/CF
22.79
High:NET
118.18NETLow:ALV.DE
4.48ALV.DEDetails
Price/FCF
43.52
High:NET
249.38NETLow:ALV.DE
5.81ALV.DEDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-82.19% | Jan 2018 | - | 101 |