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+2.3%
This Month
+40.41%
Year To Date
+147.23%
2 Years
+146.79%
5 Years
+450.1%
10 Years
+31.36%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🚗 Consumer Durables32.28%
- 💵 Cash19.72%
- 🪙 Cryptocurrencies16.29%
- 📊 ETFs15.32%
- 🖥️ Technology Services14.69%
- 💻 Electronic Technology0.18%
- 🚚 Transportation0.13%
- 🛍️ Retail Trade0.04%
- 💰 Finance0.03%
- 🏥 Health Services0.02%
- 🧬 Health Technology0.02%
- 🧩 Miscellaneous0.01%
- 💇♀️ Consumer Services0.01%
- 🛠️ Producer Manufacturing0%
- 🧪 Process Industries0%
- 🪨 Non Energy Minerals0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq47.05%
- 🌍 Digital Currency16.29%
- 🇬🇧 LSE10.14%
- 🇺🇸 NYSE5.36%
- 🇩🇪 FRA0.08%
- 🇳🇴 Oslo Stock Exchange0.05%
- 🇭🇰 Hong Kong Exchanges0.03%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States47.08%
- 🇨🇳 China0.09%
- 🇩🇪 Germany0.08%
- 🇹🇼 Taiwan0.06%
- 🇳🇴 Norway0.05%
- 🇳🇱 Netherlands0.01%
- 🇰🇾 Cayman Islands0.01%
- 🇬🇧 United Kingdom0.01%
- 🇸🇬 Singapore0.01%
Dividends
Dividend Yield
0.03%
21 out of 54 instruments pay dividend.
2 dividend payments in the next 30 days.
Highest Dividend: $NAS.OL (5.12%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 META | 0.02% | 0.32% | $1 |
 LHA.DE | 0% | 3.53% | $0.3 |
 NAS.OL | 0% | 5.12% | - |
 TSM | 0% | 0.92% | $1.74 |
 MSFT | 0% | 0.74% | $3 |
 0700.HK | 0% | 0.75% | $3.4 |
 GOOG | 0% | 0.27% | $0.2 |
 GOOGL | 0% | 0.27% | $0.2 |
 MCD | 0% | 2.26% | $6.53 |
 LMT | 0% | 2.77% | $12.45 |
 UNH | 0% | 2.56% | $7.74 |
 AVGO | 0% | 0.71% | $19.7 |
 V | 0% | 0.71% | $2.01 |
 9988.HK | 0% | 0.69% | $0.98 |
 LLY | 0% | 0.59% | $4.86 |
 AAPL | 0% | 0.38% | $0.97 |
 SWKS | 0% | 4.23% | $2.72 |
 SMT.L | 0% | 0.38% | $0.03 |
 NVDA | 0% | 0.02% | $0.02 |
 WING | 0% | 0.48% | $0.88 |
 SCCO | 0% | -2.1% | $-3.76 |
Performance Metrics
Score 7/10
Beta
1.1
1.1
0
0.8
1.2
0
2
Sharpe Ratio
0.75
0.75
0
0.5
1
1.5
1.5
Sortino Ratio
1.35
1.35
0
1
2
3
3
Jensen's Alpha
18.95
18.95
-2
0
2
19
19
Omega Ratio
1.48
1.48
0
1
1.5
2.5
2.5
Treynor Ratio
2.35
2.35
0
0.75
1.25
3
3
Information Ratio
0.51
0.51
0
0.3
0.6
1
1
Calmar Ratio
0.48
0.48
0
0.3
0.6
1
1
Beta
1.1
1.1
0
0.8
1.2
0
2
Sharpe Ratio
0.75
0.75
0
0.5
1
1.5
1.5
Sortino Ratio
1.35
1.35
0
1
2
3
3
Jensen's Alpha
18.95
18.95
-2
0
2
19
19
Omega Ratio
1.48
1.48
0
1
1.5
2.5
2.5
Treynor Ratio
2.35
2.35
0
0.75
1.25
3
3
Information Ratio
0.51
0.51
0
0.3
0.6
1
1
Calmar Ratio
0.48
0.48
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
115.21
High:
PLTR
429.3PLTRLow:
HROW
-309.2HROWDetails
PEG Ratio
394.23
High:
V
1,245.39VLow:HROW
-364.97HROWDetails
Price/Book
16.3
High:
APP
154.04APPLow:
MCD
-104.27MCDDetails
Price/Sales
15.25
High:PLTR
121.14PLTRLow:
LHA.DE
0.26LHA.DEDetails
Price/CF
56.9
High:PLTR
258.05PLTRLow:LHA.DE
2.14LHA.DEDetails
Price/FCF
139.39
High:
03690.HK
387.8103690.HKLow:
TDOC
4.96TDOCDetails
P/E Ratio
115.21
High:PLTR
429.3PLTRLow:HROW
-309.2HROWDetails
PEG Ratio
394.23
High:V
1,245.39VLow:HROW
-364.97HROWDetails
Price/Book
16.3
High:APP
154.04APPLow:MCD
-104.27MCDDetails
Price/Sales
15.25
High:PLTR
121.14PLTRLow:LHA.DE
0.26LHA.DEDetails
Price/CF
56.9
High:PLTR
258.05PLTRLow:LHA.DE
2.14LHA.DEDetails
Price/FCF
139.39
High:03690.HK
387.8103690.HKLow:TDOC
4.96TDOCDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-59.56% | Dec 2021 | Oct 2024 | 34 |
-21.07% | May 2019 | Nov 2019 | 6 |
-19.89% | Jan 2021 | Oct 2021 | 9 |
-6.27% | Sep 2020 | Nov 2020 | 2 |
-5.93% | Nov 2025 | - | 2 |
-2.73% | Feb 2025 | Apr 2025 | 2 |
-0.73% | Jun 2020 | Jul 2020 | 1 |