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+0.8%
This Month
+9.04%
Year To Date
+92.11%
2 Years
+145.01%
5 Years
+328.89%
10 Years
+18.11%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs25.08%
- 🪙 Cryptocurrencies20.15%
- 🖥️ Technology Services13.99%
- 🚗 Consumer Durables13%
- 💵 Cash12.28%
- 💻 Electronic Technology9.02%
- 🛍️ Retail Trade2.05%
- ⛏️ Energy Minerals1.53%
- 💰 Finance1.01%
- 💇♀️ Consumer Services1%
- ⚡ Utilities1%
- 📡 Communications0.99%
- 🧬 Health Technology0.97%
- 🚚 Transportation0.52%
- 💼 Commercial Services0.49%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq38.02%
- 🇺🇸 NYSE27.26%
- 🌍 Digital Currency20.15%
- 🇺🇸 Chicago Board Options Exchange1.95%
- 🇮🇹 Borsa Italiana1.94%
- 🇳🇴 Oslo Stock Exchange0.52%
- 🇸🇦 Tadawul0.49%
- 🇨🇭 SIX0.49%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States39.25%
- 🇸🇬 Singapore2.41%
- 🇨🇭 Switzerland1.42%
- 🇮🇹 Italy1.01%
- 🇲🇽 Mexico0.99%
- 🇸🇦 Saudi Arabia0.49%
Dividends
Dividend Yield
0.46%
16 out of 30 instruments pay dividend.
4 dividend payments in the next 30 days.
Highest Dividend: $BWLPG.OL (9.6%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 HDV | 0.07% | 3.46% | - |
 ISP.MI | 0.06% | 6.41% | $0.3 |
 BWLPG.OL | 0.05% | 9.6% | $37.72 |
 DGRO | 0.05% | 2.21% | - |
 SPLV | 0.04% | 1.76% | - |
 SAOC | 0.03% | 6.74% | $1.87 |
 OVV | 0.03% | 2.91% | $1.2 |
 AMX | 0.03% | 2.64% | $0.53 |
 MCD | 0.02% | 2.24% | $6.53 |
 TRGP | 0.02% | 2.14% | $2.25 |
 SGSN.ZU | 0.02% | 3.88% | $3.2 |
 AAPL | 0.01% | 0.43% | $0.97 |
 STMMI.MI | 0.01% | 1.42% | $0.28 |
 LIT | 0.01% | 0.69% | - |
 SOXX | 0.01% | 0.69% | - |
 NVDA | 0% | 0.02% | $0.02 |
Performance Metrics
Score 6.4/10
Beta
1.07
1.07
0
0.8
1.2
0
2
Sharpe Ratio
0.72
0.72
0
0.5
1
1.5
1.5
Sortino Ratio
1.27
1.27
0
1
2
3
3
Jensen's Alpha
5.3
5.3
-2
0
2
6
6
Omega Ratio
1.3
1.3
0
1
1.5
2.5
2.5
Treynor Ratio
1.36
1.36
0
0.75
1.25
2
2
Information Ratio
0.34
0.34
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
0.72
0.72
0
0.5
1
1.5
1.5
Sortino Ratio
1.27
1.27
0
1
2
3
3
Jensen's Alpha
5.3
5.3
-2
0
2
6
6
Omega Ratio
1.3
1.3
0
1
1.5
2.5
2.5
Treynor Ratio
1.36
1.36
0
0.75
1.25
2
2
Information Ratio
0.34
0.34
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
54.76
High:
TSLA
193.47TSLALow:
RIOT
-28.99RIOTDetails
PEG Ratio
3,108.42
High:
AAPL
24,643.1AAPLLow:
CAN
-1.89CANDetails
Price/Book
15.65
High:AAPL
53.82AAPLLow:
MCD
-81.8MCDDetails
Price/Sales
10.38
High:
MSTR
219.14MSTRLow:
BWLPG.OL
0.61BWLPG.OLDetails
Price/CF
39.35
High:MSTR
7,511.07MSTRLow:
OVV
2.54OVVDetails
Price/FCF
66.12
High:MSTR
1,187.5MSTRLow:
ISP.MI
3.91ISP.MIDetails
P/E Ratio
54.76
High:TSLA
193.47TSLALow:RIOT
-28.99RIOTDetails
PEG Ratio
3,108.42
High:AAPL
24,643.1AAPLLow:CAN
-1.89CANDetails
Price/Book
15.65
High:AAPL
53.82AAPLLow:MCD
-81.8MCDDetails
Price/Sales
10.38
High:MSTR
219.14MSTRLow:BWLPG.OL
0.61BWLPG.OLDetails
Price/CF
39.35
High:MSTR
7,511.07MSTRLow:OVV
2.54OVVDetails
Price/FCF
66.12
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 | Jul 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 |