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-2.84%
This Month
+1.23%
Year To Date
+13.16%
2 Years
+21.67%
5 Years
+77.01%
10 Years
+7.22%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash48.98%
- 💰 Finance17.13%
- 🖥️ Technology Services13.61%
- 🛍️ Retail Trade4.39%
- 💻 Electronic Technology3.71%
- 🚗 Consumer Durables3.37%
- 🧬 Health Technology2.58%
- 💇♀️ Consumer Services2.55%
- 📊 ETFs2.43%
- 🍞 Consumer Non Durables1.73%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq22.13%
- 🇺🇸 NYSE20.65%
- 🇳🇴 Oslo Stock Exchange4.01%
- 🇭🇰 Hong Kong Exchanges2.06%
- 🇬🇧 LSE1.45%
- 🇺🇸 Chicago Board Options Exchange1.22%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States34.73%
- 🇨🇦 Canada4.29%
- 🇳🇴 Norway4.01%
- 🇬🇧 United Kingdom2.74%
- 🇨🇳 China2.06%
- 🇮🇱 Israel1.25%
Dividends
Dividend Yield
0.53%
13 out of 29 instruments pay dividend.
6 dividend payments in the next 30 days.
Highest Dividend: $ORK.OL (4.07%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 GOOG | Ex-Dividend | Jun 8, 2026 | $0.22 |
 MSFT | Pay Day | Jun 11, 2026 | $0.91 |
GOOG | Pay Day | Jun 15, 2026 | $0.22 |
 META | Ex-Dividend | Jun 15, 2026 | $0.53 |
 BN.US | Ex-Dividend | Jun 15, 2026 | $0.07 |
META | Pay Day | Jun 25, 2026 | $0.53 |
 NVDA | Pay Day | Jun 26, 2026 | $0.25 |
BN.US | Pay Day | Jun 30, 2026 | $0.07 |
 BAM | Pay Day | Jun 30, 2026 | $0.50 |
 JPM | Ex-Dividend | Jul 6, 2026 | $1.50 |
JPM | Pay Day | Jul 31, 2026 | $1.50 |
Performance Metrics
Score 3.9/10
Beta
0.53
0.53
0
0.8
1.2
0
2
Sharpe Ratio
0.31
0.31
0
0.5
1
1.5
1.5
Sortino Ratio
0.44
0.44
0
1
2
3
3
Jensen's Alpha
-1.27
-1.27
-2
0
2
4.5
4.5
Omega Ratio
0.72
0.72
0
1
1.5
2.5
2.5
Treynor Ratio
0.78
0.78
0
0.75
1.25
2
2
Information Ratio
-0.44
-0.44
-1
0.3
0.6
1
1
Calmar Ratio
0.18
0.18
0
0.3
0.6
1
1
Beta
0.53
0.53
0
0.8
1.2
0
2
Sharpe Ratio
0.31
0.31
0
0.5
1
1.5
1.5
Sortino Ratio
0.44
0.44
0
1
2
3
3
Jensen's Alpha
-1.27
-1.27
-2
0
2
4.5
4.5
Omega Ratio
0.72
0.72
0
1
1.5
2.5
2.5
Treynor Ratio
0.78
0.78
0
0.75
1.25
2
2
Information Ratio
-0.44
-0.44
-1
0.3
0.6
1
1
Calmar Ratio
0.18
0.18
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
29.47
High:
TSLA
382.29TSLALow:
CRWD
-3,814.8CRWDDetails
PEG Ratio
-78.83
High:
ABNB
1,400.27ABNBLow:CRWD
-5,187.17CRWDDetails
Price/Book
7.35
High:
APP
79.52APPLow:
BRK.B
1.42BRK.BDetails
Price/Sales
7.19
High:CRWD
36.4CRWDLow:
RVMD
-RVMDDetails
Price/CF
20.05
High:
HOOD
90.65HOODLow:JPM
5.39JPMDetails
Price/FCF
46.44
High:
ORK.OL
3,292.59ORK.OLLow:JPM
6.1JPMDetails
P/E Ratio
29.47
High:TSLA
382.29TSLALow:CRWD
-3,814.8CRWDDetails
PEG Ratio
-78.83
High:ABNB
1,400.27ABNBLow:CRWD
-5,187.17CRWDDetails
Price/Book
7.35
High:APP
79.52APPLow:BRK.B
1.42BRK.BDetails
Price/Sales
7.19
High:CRWD
36.4CRWDLow:RVMD
-RVMDDetails
Price/CF
20.05
High:HOOD
90.65HOODLow:JPM
5.39JPMDetails
Price/FCF
46.44
High:ORK.OL
3,292.59ORK.OLLow:JPM
6.1JPMDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-33.53% | Jan 2020 | Feb 2021 | 13 |
-8.84% | Dec 2024 | May 2026 | 17 |
-8.3% | Apr 2022 | Aug 2024 | 28 |
-7.61% | Jan 2016 | Apr 2016 | 3 |
-6.67% | Dec 2018 | Nov 2019 | 11 |
-5.99% | Nov 2017 | Mar 2018 | 4 |
-5.29% | Sep 2016 | Mar 2017 | 6 |
-5.19% | Nov 2015 | Dec 2015 | 1 |
-3.97% | Oct 2021 | Jan 2022 | 3 |
-2.84% | Jun 2026 | - | 1 |
-2.03% | May 2021 | Jun 2021 | 1 |
-1.75% | Oct 2024 | Nov 2024 | 1 |
-1.1% | Jul 2017 | Sep 2017 | 2 |
-0.75% | Jul 2016 | Aug 2016 | 1 |
-0.51% | Aug 2021 | Sep 2021 | 1 |
-0.04% | Aug 2018 | Sep 2018 | 1 |