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+3.4%
This Month
+23.21%
Year To Date
+55.43%
2 Years
+21.96%
5 Years
+29.64%
10 Years
+4.24%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services15.21%
- 🍞 Consumer Non Durables13.47%
- 🚗 Consumer Durables12.34%
- 🚚 Transportation10.14%
- 🛍️ Retail Trade9.55%
- 🪙 Cryptocurrencies9.39%
- 💵 Cash8.49%
- 💻 Electronic Technology8.04%
- 📊 ETFs4.55%
- 🧬 Health Technology2.58%
- ⛏️ Energy Minerals1.63%
- 💰 Finance1.44%
- 💼 Commercial Services0.43%
- 🛠️ Producer Manufacturing0.18%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE39.81%
- 🇺🇸 Nasdaq28.67%
- 🌍 Digital Currency9.39%
- 🇩🇪 FRA5.71%
- 🇭🇰 Hong Kong Exchanges2.8%
- 🇨🇭 SIX2.57%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States48.05%
- 🇨🇳 China9.18%
- 🇩🇪 Germany6.5%
- 🇳🇱 Netherlands3.65%
- 🇮🇪 Ireland2.99%
- 🇨🇭 Switzerland2.57%
- 🇧🇷 Brazil1.63%
- 🇮🇱 Israel0.27%
- 🇨🇦 Canada0.18%
Dividends
Dividend Yield
1.46%
15 out of 48 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $PBR (10.37%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 VOW.DE | 0.33% | 5.84% | $9 |
 STLA.US | 0.18% | 6.78% | $1.71 |
 PBR | 0.17% | 10.37% | $1.73 |
 SWK | 0.17% | 4.36% | $3.24 |
 VFC | 0.14% | 1.83% | $0.57 |
 TGT | 0.1% | 4.66% | $4.42 |
 KHC | 0.09% | 6.54% | $1.6 |
 NESN.ZU | 0.08% | 3.91% | $3 |
 NKE | 0.06% | 2.39% | $1.45 |
 DAL | 0.05% | 0.97% | $0.3 |
 WB | 0.05% | 7.81% | - |
 BABA | 0.03% | 0.66% | $0.98 |
 LOGN.ZU | 0.01% | 1.41% | $1.06 |
 ASML | 0.01% | 0.58% | $5.57 |
 NVDA | 0% | 0.02% | $0.02 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 2.9/10
Beta
0.89
0.89
0
0.8
1.2
0
2
Sharpe Ratio
0.15
0.15
0
0.5
1
1.5
1.5
Sortino Ratio
0.23
0.23
0
1
2
3
3
Jensen's Alpha
-7.66
-7.66
-8
0
2
4.5
4.5
Omega Ratio
0.63
0.63
0
1
1.5
2.5
2.5
Treynor Ratio
0.31
0.31
0
0.75
1.25
2
2
Information Ratio
-0.61
-0.61
-1
0.3
0.6
1
1
Calmar Ratio
0.07
0.07
0
0.3
0.6
1
1
Beta
0.89
0.89
0
0.8
1.2
0
2
Sharpe Ratio
0.15
0.15
0
0.5
1
1.5
1.5
Sortino Ratio
0.23
0.23
0
1
2
3
3
Jensen's Alpha
-7.66
-7.66
-8
0
2
4.5
4.5
Omega Ratio
0.63
0.63
0
1
1.5
2.5
2.5
Treynor Ratio
0.31
0.31
0
0.75
1.25
2
2
Information Ratio
-0.61
-0.61
-1
0.3
0.6
1
1
Calmar Ratio
0.07
0.07
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
31.15
High:
INTC
3,566.98INTCLow:
MDB
-475.06MDBDetails
PEG Ratio
147.4
High:INTC
3,553.58INTCLow:MDB
-693.8MDBDetails
Price/Book
4.56
High:
PLTR
66.38PLTRLow:
WIX
-20.34WIXDetails
Price/Sales
2.58
High:PLTR
121.14PLTRLow:
03333.HK
0.0103333.HKDetails
Price/CF
22.6
High:PLTR
258.05PLTRLow:03333.HK
1.7403333.HKDetails
Price/FCF
48.19
High:PLTR
261.46PLTRLow:
STLA.US
8.29STLA.USDetails
P/E Ratio
31.15
High:INTC
3,566.98INTCLow:MDB
-475.06MDBDetails
PEG Ratio
147.4
High:INTC
3,553.58INTCLow:MDB
-693.8MDBDetails
Price/Book
4.56
High:PLTR
66.38PLTRLow:WIX
-20.34WIXDetails
Price/Sales
2.58
High:PLTR
121.14PLTRLow:03333.HK
0.0103333.HKDetails
Price/CF
22.6
High:PLTR
258.05PLTRLow:03333.HK
1.7403333.HKDetails
Price/FCF
48.19
High:PLTR
261.46PLTRLow:STLA.US
8.29STLA.USDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-50.22% | Jul 2021 | Aug 2025 | 49 |
-19.78% | Feb 2020 | Jan 2021 | 11 |
-1.88% | Oct 2025 | Dec 2025 | 2 |