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+2.99%
This Month
+45.55%
Year To Date
+209.23%
2 Years
+199.09%
5 Years
+470.25%
10 Years
+33.13%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash46.16%
- 🚗 Consumer Durables31.4%
- 📊 ETFs14.18%
- 🖥️ Technology Services8.54%
- 🪙 Cryptocurrencies1.53%
- 💻 Electronic Technology0.18%
- 🚚 Transportation0.11%
- 🛍️ Retail Trade0.04%
- 💰 Finance0.02%
- 🏥 Health Services0.02%
- 🧬 Health Technology0.01%
- 🧩 Miscellaneous0.01%
- 💇♀️ Consumer Services0.01%
- ❓ Other0%
- 🪨 Non Energy Minerals0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq40.01%
- 🇬🇧 LSE9.14%
- 🇺🇸 NYSE5.24%
- 🌍 Digital Currency1.53%
- 🇩🇪 FRA0.07%
- 🇳🇴 Oslo Stock Exchange0.04%
- 🇭🇰 Hong Kong Exchanges0.03%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States40.02%
- 🇨🇳 China0.11%
- 🇩🇪 Germany0.07%
- 🇹🇼 Taiwan0.06%
- 🇳🇴 Norway0.04%
- 🇳🇱 Netherlands0.01%
- 🇰🇾 Cayman Islands0.01%
- 🇬🇧 United Kingdom0.01%
- 🇸🇬 Singapore0.01%
Dividends
Dividend Yield
0.01%
21 out of 52 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $NAS.OL (5.93%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 LHA.DE | 0% | 4.38% | $0.3 |
 NAS.OL | 0% | 5.93% | - |
 TSM | 0% | 0.81% | $1.74 |
 MSFT | 0% | 0.63% | $3 |
 0700.HK | 0% | 0.7% | $3.4 |
 GOOG | 0% | 0.3% | $0.2 |
 GOOGL | 0% | 0.31% | $0.2 |
 MCD | 0% | 2.35% | $6.53 |
 LMT | 0% | 2.76% | $12.45 |
 UNH | 0% | 2.34% | $7.74 |
 V | 0% | 0.68% | $2.01 |
 AVGO | 0% | 0.63% | $19.7 |
 9988.HK | 0% | 0.6% | $0.98 |
 LLY | 0% | 0.73% | $4.86 |
 META | 0% | 0.34% | $1 |
 AAPL | 0% | 0.38% | $0.97 |
 SWKS | 0% | 3.5% | $2.72 |
 SMT.L | 0% | 0.38% | $0.03 |
 NVDA | 0% | 0.02% | $0.02 |
 WING | 0% | 0.45% | $0.88 |
 SCCO | 0% | -2.21% | $-3.76 |
Performance Metrics
Score 7.1/10
Beta
1.1
1.1
0
0.8
1.2
0
2
Sharpe Ratio
0.78
0.78
0
0.5
1
1.5
1.5
Sortino Ratio
1.4
1.4
0
1
2
3
3
Jensen's Alpha
20.61
20.61
-2
0
2
21
21
Omega Ratio
1.51
1.51
0
1
1.5
2.5
2.5
Treynor Ratio
2.46
2.46
0
0.75
1.25
3
3
Information Ratio
0.54
0.54
0
0.3
0.6
1
1
Calmar Ratio
0.51
0.51
0
0.3
0.6
1
1
Beta
1.1
1.1
0
0.8
1.2
0
2
Sharpe Ratio
0.78
0.78
0
0.5
1
1.5
1.5
Sortino Ratio
1.4
1.4
0
1
2
3
3
Jensen's Alpha
20.61
20.61
-2
0
2
21
21
Omega Ratio
1.51
1.51
0
1
1.5
2.5
2.5
Treynor Ratio
2.46
2.46
0
0.75
1.25
3
3
Information Ratio
0.54
0.54
0
0.3
0.6
1
1
Calmar Ratio
0.51
0.51
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
276.04
High:
PLTR
630.11PLTRLow:
HROW
-128.58HROWDetails
PEG Ratio
817.82
High:
AAPL
27,797.42AAPLLow:HROW
-184.82HROWDetails
Price/Book
20.05
High:
APP
181.95APPLow:
NIO
-94.58NIODetails
Price/Sales
17.91
High:PLTR
141.23PLTRLow:
LHA.DE
0.22LHA.DEDetails
Price/CF
96.98
High:HROW
293.93HROWLow:
NAS.OL
2.28NAS.OLDetails
Price/FCF
212.34
High:
LLY
631.92LLYLow:
TDOC
5.25TDOCDetails
P/E Ratio
276.04
High:PLTR
630.11PLTRLow:HROW
-128.58HROWDetails
PEG Ratio
817.82
High:AAPL
27,797.42AAPLLow:HROW
-184.82HROWDetails
Price/Book
20.05
High:APP
181.95APPLow:NIO
-94.58NIODetails
Price/Sales
17.91
High:PLTR
141.23PLTRLow:LHA.DE
0.22LHA.DEDetails
Price/CF
96.98
High:HROW
293.93HROWLow:NAS.OL
2.28NAS.OLDetails
Price/FCF
212.34
High:LLY
631.92LLYLow:TDOC
5.25TDOCDetails
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 |
-2.73% | Feb 2025 | Apr 2025 | 2 |
-0.73% | Jun 2020 | Jul 2020 | 1 |