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+1.09%
This Month
+2.75%
Year To Date
+14.63%
2 Years
+23.02%
5 Years
+81.02%
10 Years
+7.31%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📈 Indexes33.31%
- 💰 Finance18.08%
- 🖥️ Technology Services14.35%
- 💵 Cash13.46%
- 🛍️ Retail Trade4.07%
- 💻 Electronic Technology3.67%
- 🚗 Consumer Durables3.25%
- ⚡ Utilities3.25%
- 💇♀️ Consumer Services2.51%
- 📊 ETFs2.39%
- 🍞 Consumer Non Durables1.81%
Exchanges Breakdown
- Exchange
- Total
- 🌍 CFD33.31%
- 🇺🇸 NYSE22.57%
- 🇺🇸 Nasdaq22.38%
- 🇳🇴 Oslo Stock Exchange3.8%
- 🇭🇰 Hong Kong Exchanges1.9%
- 🇬🇧 LSE1.52%
- 🇺🇸 Chicago Board Options Exchange1.19%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States38.42%
- 🇨🇦 Canada4.13%
- 🇳🇴 Norway3.8%
- 🇨🇳 China1.9%
- 🇬🇧 United Kingdom1.52%
- 🇮🇱 Israel1.21%
Dividends
Dividend Yield
0.56%
15 out of 31 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $EPR.OL (4.52%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 BAM | 0.22% | 3.98% | $1.41 |
 EPR.OL | 0.09% | 4.52% | - |
 ORK.OL | 0.07% | 3.76% | $3 |
 GAW.L | 0.03% | 2.14% | $5.5 |
 BN.US | 0.03% | 0.61% | $0.3 |
 JPM | 0.03% | 1.74% | $4.4 |
 MSFT | 0.02% | 0.92% | $3 |
 9992.HK | 0.02% | 1.67% | - |
 AXP | 0.01% | 1.01% | $2.6 |
 CEG | 0.01% | 0.62% | - |
 VST | 0.01% | 0.56% | $0.85 |
 AAPL | 0.01% | 0.32% | $0.97 |
 META | 0% | 0.33% | $1 |
 GOOG | 0% | 0.24% | $0.2 |
 NVDA | 0% | 0.14% | $0.02 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
JPM | Pay Day | Jul 31, 2026 | $1.50 |
Performance Metrics
Score 4/10
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
0.45
0.45
0
1
2
3
3
Jensen's Alpha
-1.04
-1.04
-2
0
2
4.5
4.5
Omega Ratio
0.73
0.73
0
1
1.5
2.5
2.5
Treynor Ratio
0.79
0.79
0
0.75
1.25
2
2
Information Ratio
-0.42
-0.42
-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
0.45
0.45
0
1
2
3
3
Jensen's Alpha
-1.04
-1.04
-2
0
2
4.5
4.5
Omega Ratio
0.73
0.73
0
1
1.5
2.5
2.5
Treynor Ratio
0.79
0.79
0
0.75
1.25
2
2
Information Ratio
-0.42
-0.42
-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
28.53
High:
TSLA
372.52TSLALow:
CRWD
-3,974.1CRWDDetails
PEG Ratio
-95.58
High:
ABNB
1,517.6ABNBLow:CRWD
-5,401.66CRWDDetails
Price/Book
7.07
High:
APP
72.14APPLow:
BRK.B
1.46BRK.BDetails
Price/Sales
6.89
High:CRWD
37.9CRWDLow:EPR.OL
0.88EPR.OLDetails
Price/CF
19.75
High:
HOOD
90.65HOODLow:JPM
5.39JPMDetails
Price/FCF
42.78
High:ORK.OL
3,292.59ORK.OLLow:JPM
6.1JPMDetails
P/E Ratio
28.53
High:TSLA
372.52TSLALow:CRWD
-3,974.1CRWDDetails
PEG Ratio
-95.58
High:ABNB
1,517.6ABNBLow:CRWD
-5,401.66CRWDDetails
Price/Book
7.07
High:APP
72.14APPLow:BRK.B
1.46BRK.BDetails
Price/Sales
6.89
High:CRWD
37.9CRWDLow:EPR.OL
0.88EPR.OLDetails
Price/CF
19.75
High:HOOD
90.65HOODLow:JPM
5.39JPMDetails
Price/FCF
42.78
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 |
-2.45% | Jun 2026 | - | 2 |
-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 |