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-0.19%
Today
+1.05%
This Month
-5.43%
Year To Date
+133.46%
2 Years
+177.34%
5 Years
+44.91%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- šŖ Cryptocurrencies42.12%
- š„ļø Technology Services17.13%
- š» Electronic Technology16.28%
- š§¬ Health Technology12.91%
- š„ Health Services3.59%
- š° Finance2.77%
- š ETFs2.63%
- š Consumer Non Durables1.74%
- šļø Retail Trade0.83%
- ā Other0%
Exchanges Breakdown
- Exchange
- Total
- š Digital Currency42.12%
- šŗšø Nasdaq30.31%
- šŗšø NYSE23.33%
- šøšŖ Stockholm Stock Exchange4.25%
Countries Breakdown
- Country
- Total
- šŗšø United States33.24%
- š©š° Denmark10.51%
- š³š± Netherlands4.46%
- šøšŖ Sweden4.25%
- š¹š¼ Taiwan1.87%
- šØš¦ Canada0.93%
Dividends
Dividend Yield
0.69%
16 out of 34 instruments pay dividend.
8 dividend payments in the next 30 days.
Highest Dividend: $EVO.ST (4.55%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 EVO.ST | 0.19% | 4.55% | $31.03 |
 NVO | 0.16% | 1.48% | $0.98 |
 PEP | 0.04% | 4.19% | $5.15 |
 PSA | 0.04% | 4.07% | $12 |
 TQQQ | 0.04% | 1.41% | - |
 ASML | 0.03% | 0.78% | $5.57 |
 MSFT | 0.03% | 0.7% | $3 |
 RY | 0.03% | 3.35% | $4.03 |
 HSY | 0.03% | 3.24% | $5.12 |
 UNH | 0.03% | 2.71% | $7.74 |
 TSM | 0.02% | 1.07% | $1.74 |
 BLK | 0.02% | 2.12% | $20.2 |
 GOOG | 0.02% | 0.46% | $0.2 |
 LLY | 0.02% | 0.68% | $4.86 |
 META | 0% | 0.3% | $1 |
 NVDA | 0% | 0.03% | $0.02 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
GOOG | Pay Day | Jun 16, 2025 | $0.21 |
META | Ex-Dividend | Jun 16, 2025 | $0.52 |
UNH | Ex-Dividend | Jun 16, 2025 | $2.21 |
HSY | Pay Day | Jun 16, 2025 | $1.37 |
BLK | Pay Day | Jun 23, 2025 | $5.21 |
UNH | Pay Day | Jun 24, 2025 | $2.21 |
META | Pay Day | Jun 26, 2025 | $0.52 |
PSA | Pay Day | Jun 27, 2025 | $3.00 |
PEP | Pay Day | Jun 30, 2025 | $1.42 |
NVDA | Pay Day | Jul 3, 2025 | $0.01 |
RY | Ex-Dividend | Jul 24, 2025 | $1.11 |
MSFT | Ex-Dividend | Aug 21, 2025 | $0.83 |
RY | Pay Day | Aug 22, 2025 | $1.11 |
MSFT | Pay Day | Sep 11, 2025 | $0.83 |
TSM | Ex-Dividend | Sep 16, 2025 | $0.82 |
TSM | Pay Day | Oct 9, 2025 | $0.82 |
Performance Metrics
Score 7.1/10
Beta
2.05
2.05
0
0.8
1.2
0
3
Sharpe Ratio
0.81
0.81
0
0.5
1
1.5
1.5
Sortino Ratio
1.57
1.57
0
1
2
3
3
Jensen's Alpha
24.9
24.9
-2
0
2
25
25
Omega Ratio
1.85
1.85
0
1
1.5
2.5
2.5
Treynor Ratio
1.63
1.63
0
0.75
1.25
2
2
Information Ratio
0.78
0.78
0
0.3
0.6
1
1
Calmar Ratio
1.35
1.35
0
0.3
0.6
2
2
Beta
2.05
2.05
0
0.8
1.2
0
3
Sharpe Ratio
0.81
0.81
0
0.5
1
1.5
1.5
Sortino Ratio
1.57
1.57
0
1
2
3
3
Jensen's Alpha
24.9
24.9
-2
0
2
25
25
Omega Ratio
1.85
1.85
0
1
1.5
2.5
2.5
Treynor Ratio
1.63
1.63
0
0.75
1.25
2
2
Information Ratio
0.78
0.78
0
0.3
0.6
1
1
Calmar Ratio
1.35
1.35
0
0.3
0.6
2
2
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
32.67
High:
AMD
85.15AMDLow:
CRWD
-687.88CRWDDetails
PEG Ratio
133.76
High:
PEP
861.81PEPLow:
HIMS
1.3HIMSDetails
Price/Book
11.43
High:
LLY
49.28LLYLow:
HUT
1.9HUTDetails
Price/Sales
9.81
High:
QBTS
203.39QBTSLow:
UNH
0.7UNHDetails
Price/CF
21.66
High:LLY
79.83LLYLow:
EVO.ST
9.88EVO.STDetails
Price/FCF
44.89
High:PEP
5,253.35PEPLow:EVO.ST
18.22EVO.STDetails
P/E Ratio
32.67
High:AMD
85.15AMDLow:CRWD
-687.88CRWDDetails
PEG Ratio
133.76
High:PEP
861.81PEPLow:HIMS
1.3HIMSDetails
Price/Book
11.43
High:LLY
49.28LLYLow:HUT
1.9HUTDetails
Price/Sales
9.81
High:QBTS
203.39QBTSLow:UNH
0.7UNHDetails
Price/CF
21.66
High:LLY
79.83LLYLow:EVO.ST
9.88EVO.STDetails
Price/FCF
44.89
High:PEP
5,253.35PEPLow:EVO.ST
18.22EVO.STDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-28.78% | Dec 2024 | - | 7 |
-24.63% | Aug 2023 | Feb 2024 | 6 |
-19.61% | Dec 2022 | Jun 2023 | 6 |
-13.71% | Jun 2022 | Nov 2022 | 5 |
-12.99% | Apr 2024 | May 2024 | 1 |
-11.34% | Aug 2024 | Sep 2024 | 1 |
-1.82% | Jun 2024 | Jul 2024 | 1 |