Loading...
0%
This Month
+8.99%
Year To Date
+175.17%
2 Years
+220.02%
5 Years
+220.02%
10 Years
+49.01%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies48.16%
- 🖥️ Technology Services18.96%
- 💻 Electronic Technology14.55%
- 🧬 Health Technology10.85%
- 💰 Finance2.48%
- 💼 Commercial Services1.91%
- 🛍️ Retail Trade1.71%
- 🍞 Consumer Non Durables0.77%
- 🏥 Health Services0.61%
- ❓ Other0%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency48.16%
- 🇺🇸 Nasdaq30.16%
- 🇺🇸 NYSE16.21%
- 🇸🇪 Stockholm Stock Exchange4.69%
- 🇫🇷 Euronext Paris0.77%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States28.94%
- 🇩🇰 Denmark8.9%
- 🇸🇪 Sweden4.69%
- 🇳🇱 Netherlands3.53%
- 🇮🇪 Ireland2.83%
- 🇹🇼 Taiwan0.91%
- 🇨🇦 Canada0.82%
- 🇫🇷 France0.77%
- 🇨🇳 China0.44%
Dividends
Dividend Yield
0.64%
16 out of 33 instruments pay dividend.
3 dividend payments in the next 30 days.
Highest Dividend: $PSA (4.3%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 NVO | 0.22% | 2.45% | $0.98 |
 EVO.ST | 0.17% | 3.53% | $31.03 |
 PSA | 0.03% | 4.3% | $12 |
 ASML | 0.03% | 0.88% | $5.57 |
 MSFT | 0.03% | 0.63% | $3 |
 RY | 0.03% | 3.33% | $4.03 |
 UNH | 0.02% | 3.58% | $7.74 |
 MC.PA | 0.02% | 2.81% | $13 |
 ACN | 0.02% | 2.32% | $4.99 |
 GOOG | 0.02% | 0.43% | $0.2 |
 BLK | 0.02% | 1.9% | $20.2 |
 LLY | 0.01% | 0.76% | $4.86 |
 TSM | 0.01% | 0.97% | $1.74 |
 BABA | 0% | 0.88% | $0.98 |
 META | 0% | 0.27% | $1 |
 NVDA | 0% | 0.02% | $0.02 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
ASML | Pay Day | Aug 6, 2025 | $1.85 |
ACN | Pay Day | Aug 15, 2025 | $1.48 |
LLY | Ex-Dividend | Aug 15, 2025 | $1.50 |
MSFT | Ex-Dividend | Aug 21, 2025 | $0.83 |
RY | Pay Day | Aug 22, 2025 | $1.11 |
BLK | Ex-Dividend | Sep 5, 2025 | $5.21 |
GOOG | Ex-Dividend | Sep 8, 2025 | $0.21 |
LLY | Pay Day | Sep 10, 2025 | $1.50 |
MSFT | Pay Day | Sep 11, 2025 | $0.83 |
GOOG | Pay Day | Sep 15, 2025 | $0.21 |
TSM | Ex-Dividend | Sep 16, 2025 | $0.82 |
BLK | Pay Day | Sep 23, 2025 | $5.21 |
TSM | Pay Day | Oct 9, 2025 | $0.82 |
MC.PA | Ex-Dividend | Dec 2, 2025 | $6.47 |
MC.PA | Pay Day | Dec 4, 2025 | $6.47 |
Performance Metrics
Score 7.1/10
Beta
2
2
0
0.8
1.2
0
3
Sharpe Ratio
0.8
0.8
0
0.5
1
1.5
1.5
Sortino Ratio
1.57
1.57
0
1
2
3
3
Jensen's Alpha
21.57
21.57
-2
0
2
22
22
Omega Ratio
1.79
1.79
0
1
1.5
2.5
2.5
Treynor Ratio
1.64
1.64
0
0.75
1.25
2
2
Information Ratio
0.74
0.74
0
0.3
0.6
1
1
Calmar Ratio
1.33
1.33
0
0.3
0.6
2
2
Beta
2
2
0
0.8
1.2
0
3
Sharpe Ratio
0.8
0.8
0
0.5
1
1.5
1.5
Sortino Ratio
1.57
1.57
0
1
2
3
3
Jensen's Alpha
21.57
21.57
-2
0
2
22
22
Omega Ratio
1.79
1.79
0
1
1.5
2.5
2.5
Treynor Ratio
1.64
1.64
0
0.75
1.25
2
2
Information Ratio
0.74
0.74
0
0.3
0.6
1
1
Calmar Ratio
1.33
1.33
0
0.3
0.6
2
2
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
34.58
High:
AMD
125.86AMDLow:
CRWD
-639.27CRWDDetails
PEG Ratio
119.08
High:
BLK
922.18BLKLow:
BABA
20.5BABADetails
Price/Book
11.52
High:
NVDA
50.53NVDALow:
ICLR
1.35ICLRDetails
Price/Sales
10.12
High:NVDA
28.79NVDALow:
UNH
0.51UNHDetails
Price/CF
25.13
High:
LLY
79.83LLYLow:UNH
9.8UNHDetails
Price/FCF
50.06
High:LLY
631.92LLYLow:ICLR
11.69ICLRDetails
P/E Ratio
34.58
High:AMD
125.86AMDLow:CRWD
-639.27CRWDDetails
PEG Ratio
119.08
High:BLK
922.18BLKLow:BABA
20.5BABADetails
Price/Book
11.52
High:NVDA
50.53NVDALow:ICLR
1.35ICLRDetails
Price/Sales
10.12
High:NVDA
28.79NVDALow:UNH
0.51UNHDetails
Price/CF
25.13
High:LLY
79.83LLYLow:UNH
9.8UNHDetails
Price/FCF
50.06
High:LLY
631.92LLYLow:ICLR
11.69ICLRDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-28.78% | Dec 2024 | - | 8 |
-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 |