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-3.4%
Today
-2.43%
This Month
-0.2%
Year To Date
+66.93%
2 Years
+153.46%
5 Years
+17.34%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs25.32%
- 🪙 Cryptocurrencies19.39%
- 🚗 Consumer Durables15.1%
- 🖥️ Technology Services14.35%
- 💵 Cash9.55%
- 💻 Electronic Technology8.78%
- 🛍️ Retail Trade2.05%
- ⛏️ Energy Minerals1.5%
- 💰 Finance1.04%
- 💇♀️ Consumer Services1.04%
- ⚡ Utilities1.03%
- 📡 Communications1.02%
- 🧬 Health Technology1%
- 🚚 Transportation0.55%
- 💼 Commercial Services0.48%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq40.24%
- 🇺🇸 NYSE27.32%
- 🌍 Digital Currency19.39%
- 🇮🇹 Borsa Italiana2.08%
- 🇺🇸 Chicago Board Options Exchange2.08%
- 🇳🇴 Oslo Stock Exchange0.55%
- 🇸🇦 Tadawul0.5%
- 🇨🇭 SIX0.48%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States41.76%
- 🇸🇬 Singapore2.11%
- 🇳🇱 Netherlands1.04%
- 🇮🇹 Italy1.04%
- 🇲🇽 Mexico1.02%
- 🇸🇦 Saudi Arabia0.5%
- 🇨🇭 Switzerland0.48%
Dividends
Dividend Yield
0.52%
16 out of 30 instruments pay dividend.
4 dividend payments in the next 30 days.
Highest Dividend: $BWLPG.OL (16.09%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 BWLPG.OL | 0.09% | 16.09% | $37.72 |
 HDV | 0.07% | 3.54% | - |
 ISP.MI | 0.07% | 6.91% | $0.3 |
 DGRO | 0.05% | 2.3% | - |
 SPLV | 0.04% | 1.73% | - |
 SAOC | 0.03% | 6.74% | $1.87 |
 OVV | 0.03% | 3.2% | $1.2 |
 AMX | 0.03% | 3.02% | $0.53 |
 MCD | 0.02% | 2.27% | $6.53 |
 TRGP | 0.02% | 1.98% | $2.25 |
 SGSN.ZU | 0.02% | 3.79% | $3.2 |
 AAPL | 0.02% | 0.5% | $0.97 |
 STMMI.MI | 0.01% | 1.25% | $0.28 |
 LIT | 0.01% | 1.03% | - |
 SOXX | 0.01% | 0.81% | - |
 NVDA | 0% | 0.03% | $0.02 |
Performance Metrics
Score 6.4/10
Beta
1.07
1.07
0
0.8
1.2
0
2
Sharpe Ratio
0.7
0.7
0
0.5
1
1.5
1.5
Sortino Ratio
1.24
1.24
0
1
2
3
3
Jensen's Alpha
5.97
5.97
-2
0
2
6
6
Omega Ratio
1.33
1.33
0
1
1.5
2.5
2.5
Treynor Ratio
1.34
1.34
0
0.75
1.25
2
2
Information Ratio
0.38
0.38
0
0.3
0.6
1
1
Calmar Ratio
0.39
0.39
0
0.3
0.6
1
1
Beta
1.07
1.07
0
0.8
1.2
0
2
Sharpe Ratio
0.7
0.7
0
0.5
1
1.5
1.5
Sortino Ratio
1.24
1.24
0
1
2
3
3
Jensen's Alpha
5.97
5.97
-2
0
2
6
6
Omega Ratio
1.33
1.33
0
1
1.5
2.5
2.5
Treynor Ratio
1.34
1.34
0
0.75
1.25
2
2
Information Ratio
0.38
0.38
0
0.3
0.6
1
1
Calmar Ratio
0.39
0.39
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
63.67
High:
TSLA
182.61TSLALow:
HUT
-30.34HUTDetails
PEG Ratio
105.39
High:
SGSN.ZU
871.44SGSN.ZULow:
CAN
-1.21CANDetails
Price/Book
15.8
High:
AAPL
45.36AAPLLow:
MCD
-64.5MCDDetails
Price/Sales
9.81
High:
MSTR
211.14MSTRLow:
BWLPG.OL
0.46BWLPG.OLDetails
Price/CF
36.38
High:MSTR
7,511.07MSTRLow:
OVV
2.89OVVDetails
Price/FCF
60.45
High:MSTR
1,187.5MSTRLow:
ISP.MI
3.91ISP.MIDetails
P/E Ratio
63.67
High:TSLA
182.61TSLALow:HUT
-30.34HUTDetails
PEG Ratio
105.39
High:SGSN.ZU
871.44SGSN.ZULow:CAN
-1.21CANDetails
Price/Book
15.8
High:AAPL
45.36AAPLLow:MCD
-64.5MCDDetails
Price/Sales
9.81
High:MSTR
211.14MSTRLow:BWLPG.OL
0.46BWLPG.OLDetails
Price/CF
36.38
High:MSTR
7,511.07MSTRLow:OVV
2.89OVVDetails
Price/FCF
60.45
High:MSTR
1,187.5MSTRLow:ISP.MI
3.91ISP.MIDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-46.14% | Nov 2021 | Jul 2024 | 32 |
-26.01% | Jan 2018 | May 2020 | 28 |
-15.83% | Feb 2025 | - | 5 |
-4.23% | May 2021 | Aug 2021 | 3 |
-3.86% | Aug 2024 | Sep 2024 | 1 |
-3.71% | Sep 2017 | Nov 2017 | 2 |
-3.14% | Sep 2020 | Nov 2020 | 2 |
-2.51% | Dec 2024 | Jan 2025 | 1 |
-1.41% | Jul 2017 | Aug 2017 | 1 |
-1.24% | Sep 2021 | Oct 2021 | 1 |