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+0.43%
This Month
-0.99%
Year To Date
+41.08%
2 Years
+83.57%
5 Years
+440.12%
10 Years
+26.53%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🚗 Consumer Durables37.69%
- 🪙 Cryptocurrencies16.61%
- 🧩 Miscellaneous14.28%
- 💇♀️ Consumer Services10.18%
- 🖥️ Technology Services10.09%
- 💵 Cash6.24%
- 🚚 Transportation2.16%
- 💻 Electronic Technology0.24%
- 💰 Finance0.05%
- 🛍️ Retail Trade0.04%
- 📊 ETFs0.02%
- 🧬 Health Technology0.02%
- 🏥 Health Services0.02%
- ❓ Other0.02%
- ⚡ Utilities0%
- 🧪 Process Industries0%
- 🛠️ Producer Manufacturing0%
- 🪨 Non Energy Minerals0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq49.96%
- 🌍 Digital Currency16.61%
- 🇺🇸 NYSE16.32%
- 🇬🇧 LSE8.38%
- 🇩🇪 FRA0.08%
- 🇳🇴 Oslo Stock Exchange0.03%
- 🇭🇰 Hong Kong Exchanges0.02%
- Regular Trading Hours - RTH0.01%
- 🇫🇷 Euronext Paris0%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States58.16%
- 🇸🇬 Singapore2.05%
- 🇹🇼 Taiwan0.09%
- 🇩🇪 Germany0.08%
- 🇨🇳 China0.06%
- 🇳🇴 Norway0.03%
- 🇬🇧 United Kingdom0.01%
- 🇳🇱 Netherlands0.01%
- 🇧🇷 Brazil0.01%
- 🇫🇷 France0%
Dividends
Dividend Yield
0.37%
24 out of 63 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $NAS.OL (13.71%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 MCD | 0.27% | 2.68% | $6.53 |
 SPY | 0.06% | 0.96% | - |
 GOOG | 0.03% | 0.3% | $0.2 |
 NAS.OL | 0% | 13.71% | - |
 LHA.DE | 0% | 4.08% | $0.3 |
 TSM | 0% | 0.82% | $1.74 |
 MSFT | 0% | 0.67% | $3 |
 NVDA | 0% | 0.26% | $0.02 |
 AVGO | 0% | 0.82% | $19.7 |
 0700.HK | 0% | 1.23% | $3.4 |
 LMT | 0% | 2.36% | $12.45 |
 META | 0% | 0.33% | $1 |
 V | 0% | 0.64% | $2.01 |
 LLY | 0% | 0.48% | $4.86 |
 9988.HK | 0% | 0.94% | $0.98 |
 AAPL | 0% | 0.31% | $0.97 |
 GOOGL | 0% | 0.3% | $0.2 |
 SWKS | 0% | 3.48% | $2.72 |
 SMT.L | 0% | 0.3% | $0.03 |
 VST | 0% | 0.77% | $0.85 |
 WING | 0% | 0.75% | $0.88 |
 SOLS | 0% | -0.26% | - |
 SCCO | 0% | -2.43% | $-3.76 |
 AI.PA | 0% | -1.8% | $-2.91 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
AAPL | Ex-Dividend | Nov 10, 2026 | $0.27 |
V | Ex-Dividend | Nov 11, 2026 | $0.67 |
LLY | Ex-Dividend | Nov 14, 2026 | $1.73 |
WING | Ex-Dividend | Nov 14, 2026 | $0.30 |
SCCO | Pay Day | Nov 19, 2026 | -$1.00 |
MSFT | Ex-Dividend | Nov 20, 2026 | $0.91 |
SMT.L | Ex-Dividend | Nov 24, 2026 | $0.02 |
SWKS | Ex-Dividend | Nov 26, 2026 | $0.71 |
SOLS | Ex-Dividend | Nov 27, 2026 | -$0.07 |
MCD | Ex-Dividend | Dec 1, 2026 | $1.86 |
LMT | Ex-Dividend | Dec 1, 2026 | $3.45 |
GOOG | Ex-Dividend | Dec 4, 2026 | $0.22 |
GOOGL | Ex-Dividend | Dec 4, 2026 | $0.22 |
NVDA | Ex-Dividend | Dec 10, 2026 | $0.25 |
TSM | Ex-Dividend | Dec 16, 2026 | $0.95 |
META | Ex-Dividend | Dec 21, 2026 | $0.53 |
AVGO | Ex-Dividend | Dec 21, 2026 | $0.65 |
VST | Ex-Dividend | Dec 21, 2026 | $0.23 |
SCCO | Ex-Dividend | Feb 3, 2027 | -$1.00 |
NAS.OL | Ex-Dividend | May 7, 2027 | $0.09 |
LHA.DE | Ex-Dividend | May 13, 2027 | $0.39 |
0700.HK | Ex-Dividend | May 15, 2027 | $0.68 |
AI.PA | Ex-Dividend | May 18, 2027 | -$4.35 |
9988.HK | Ex-Dividend | Jun 10, 2027 | $0.13 |
Performance Metrics
Score 6.8/10
Beta
1.08
1.08
0
0.8
1.2
0
2
Sharpe Ratio
0.68
0.68
0
0.5
1
1.5
1.5
Sortino Ratio
1.23
1.23
0
1
2
3
3
Jensen's Alpha
15.21
15.21
-2
0
2
16
16
Omega Ratio
1.39
1.39
0
1
1.5
2.5
2.5
Treynor Ratio
2.11
2.11
0
0.75
1.25
3
3
Information Ratio
0.42
0.42
0
0.3
0.6
1
1
Calmar Ratio
0.42
0.42
0
0.3
0.6
1
1
Beta
1.08
1.08
0
0.8
1.2
0
2
Sharpe Ratio
0.68
0.68
0
0.5
1
1.5
1.5
Sortino Ratio
1.23
1.23
0
1
2
3
3
Jensen's Alpha
15.21
15.21
-2
0
2
16
16
Omega Ratio
1.39
1.39
0
1
1.5
2.5
2.5
Treynor Ratio
2.11
2.11
0
0.75
1.25
3
3
Information Ratio
0.42
0.42
0
0.3
0.6
1
1
Calmar Ratio
0.42
0.42
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
36.76
High:
NBIS
535.25NBISLow:
HROW
-28.76HROWDetails
PEG Ratio
2
High:AI.PA
11.03AI.PALow:SMT.L
0.03SMT.LDetails
Price/Book
9.54
High:HROW
70.9HROWLow:MCD
-193.83MCDDetails
Price/Sales
10.17
High:
PLTR
60.64PLTRLow:LHA.DE
0.24LHA.DEDetails
Price/CF
38.05
High:HROW
253.72HROWLow:NAS.OL
1.6NAS.OLDetails
Price/FCF
350
High:9988.HK
2,771.019988.HKLow:NAS.OL
3.32NAS.OLDetails
P/E Ratio
36.76
High:NBIS
535.25NBISLow:HROW
-28.76HROWDetails
PEG Ratio
2
High:AI.PA
11.03AI.PALow:SMT.L
0.03SMT.LDetails
Price/Book
9.54
High:HROW
70.9HROWLow:MCD
-193.83MCDDetails
Price/Sales
10.17
High:PLTR
60.64PLTRLow:LHA.DE
0.24LHA.DEDetails
Price/CF
38.05
High:HROW
253.72HROWLow:NAS.OL
1.6NAS.OLDetails
Price/FCF
350
High:9988.HK
2,771.019988.HKLow:NAS.OL
3.32NAS.OLDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-59.56% | Dec 2021 | Oct 2024 | 34 |
-21.07% | May 2019 | Nov 2019 | 6 |
-20.69% | Nov 2025 | - | 13 |
-19.89% | Jan 2021 | Oct 2021 | 9 |
-6.27% | Sep 2020 | Nov 2020 | 2 |
-2.73% | Feb 2025 | Apr 2025 | 2 |
-0.73% | Jun 2020 | Jul 2020 | 1 |