Loading...
+0.29%
Today
+6.3%
This Month
+11.8%
Year To Date
+84.36%
2 Years
+164.19%
5 Years
+18.83%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs24.9%
- 🪙 Cryptocurrencies19.69%
- 💵 Cash15.65%
- 🖥️ Technology Services13.77%
- 🚗 Consumer Durables12.92%
- 💻 Electronic Technology8.56%
- 🛍️ Retail Trade1.93%
- ⛏️ Energy Minerals1.43%
- 💰 Finance0.97%
- 📡 Communications0.95%
- ⚡ Utilities0.93%
- 💇♀️ Consumer Services0.92%
- 🧬 Health Technology0.82%
- 🚚 Transportation0.49%
- 💼 Commercial Services0.44%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq37%
- 🇺🇸 NYSE26.63%
- 🌍 Digital Currency19.69%
- 🇺🇸 Chicago Board Options Exchange2.06%
- 🇮🇹 Borsa Italiana1.97%
- 🇳🇴 Oslo Stock Exchange0.49%
- 🇸🇦 Tadawul0.45%
- 🇨🇭 SIX0.44%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States38.12%
- 🇸🇬 Singapore2.22%
- 🇳🇱 Netherlands1%
- 🇮🇹 Italy0.97%
- 🇲🇽 Mexico0.95%
- 🇸🇦 Saudi Arabia0.45%
- 🇨🇭 Switzerland0.44%
Dividends
Dividend Yield
0.47%
16 out of 30 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $BWLPG.OL (13.41%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 HDV | 0.07% | 3.5% | - |
 ISP.MI | 0.07% | 6.91% | $0.3 |
 BWLPG.OL | 0.07% | 13.41% | $37.72 |
 DGRO | 0.04% | 2.23% | - |
 SPLV | 0.03% | 1.72% | - |
 SAOC | 0.03% | 6.74% | $1.87 |
 OVV | 0.03% | 3% | $1.2 |
 AMX | 0.03% | 3% | $0.53 |
 MCD | 0.02% | 2.35% | $6.53 |
 TRGP | 0.02% | 2.05% | $2.25 |
 SGSN.ZU | 0.02% | 3.84% | $3.2 |
 AAPL | 0.01% | 0.48% | $0.97 |
 LIT | 0.01% | 1.04% | - |
 STMMI.MI | 0.01% | 1.11% | $0.28 |
 SOXX | 0.01% | 0.72% | - |
 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
0.71
0.71
0
0.5
1
1.5
1.5
Sortino Ratio
1.26
1.26
0
1
2
3
3
Jensen's Alpha
5.76
5.76
-2
0
2
6
6
Omega Ratio
1.32
1.32
0
1
1.5
2.5
2.5
Treynor Ratio
1.36
1.36
0
0.75
1.25
2
2
Information Ratio
0.37
0.37
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
0.71
0.71
0
0.5
1
1.5
1.5
Sortino Ratio
1.26
1.26
0
1
2
3
3
Jensen's Alpha
5.76
5.76
-2
0
2
6
6
Omega Ratio
1.32
1.32
0
1
1.5
2.5
2.5
Treynor Ratio
1.36
1.36
0
0.75
1.25
2
2
Information Ratio
0.37
0.37
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
66.06
High:
TSLA
181.29TSLALow:
HUT
-38.56HUTDetails
PEG Ratio
104.91
High:
SGSN.ZU
853.4SGSN.ZULow:
CAN
-1.75CANDetails
Price/Book
16.85
High:
NVDA
50.15NVDALow:
MCD
-61.5MCDDetails
Price/Sales
10.39
High:
MSTR
236.34MSTRLow:
BWLPG.OL
0.56BWLPG.OLDetails
Price/CF
35.69
High:MSTR
7,511.07MSTRLow:
OVV
2.89OVVDetails
Price/FCF
57.55
High:MSTR
1,187.5MSTRLow:
ISP.MI
3.91ISP.MIDetails
P/E Ratio
66.06
High:TSLA
181.29TSLALow:HUT
-38.56HUTDetails
PEG Ratio
104.91
High:SGSN.ZU
853.4SGSN.ZULow:CAN
-1.75CANDetails
Price/Book
16.85
High:NVDA
50.15NVDALow:MCD
-61.5MCDDetails
Price/Sales
10.39
High:MSTR
236.34MSTRLow:BWLPG.OL
0.56BWLPG.OLDetails
Price/CF
35.69
High:MSTR
7,511.07MSTRLow:OVV
2.89OVVDetails
Price/FCF
57.55
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 |