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-6.49%
This Month
+7.19%
Year To Date
+27.67%
2 Years
+117.3%
5 Years
-13.82%
10 Years
-2.55%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology23.38%
- 💵 Cash12.84%
- 🖥️ Technology Services8.81%
- 🪙 Cryptocurrencies8.57%
- ⚡ Utilities7.81%
- 🛠️ Producer Manufacturing7.04%
- 🍞 Consumer Non Durables6.71%
- 🧬 Health Technology5.64%
- 🚗 Consumer Durables5.6%
- 💰 Finance5.58%
- 🛍️ Retail Trade4.32%
- 🧪 Process Industries2.78%
- 🏭 Industrial Services0.55%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq39.29%
- 🇺🇸 NYSE23.59%
- 🌍 Digital Currency8.57%
- 🇬🇧 LSE4.34%
- 🇫🇮 Helsinki Stock Exchange2.78%
- 🇳🇱 Euronext Amsterdam2.37%
- 🇸🇪 Stockholm Stock Exchange2.29%
- 🇳🇴 Oslo Stock Exchange1.93%
- 🇩🇰 Copenhagen Stock Exchange1.08%
- 🇪🇸 Bolsa De Madrid0.55%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States57.31%
- 🇬🇧 United Kingdom6.43%
- 🇸🇪 Sweden3.96%
- 🇫🇮 Finland2.78%
- 🇳🇱 Netherlands2.37%
- 🇳🇴 Norway1.93%
- 🇨🇦 Canada1.8%
- 🇩🇰 Denmark1.08%
- 🇪🇸 Spain0.55%
Dividends
Dividend Yield
0.97%
12 out of 33 instruments pay dividend.
2 dividend payments in the next 30 days.
Highest Dividend: $TRIG.L (10.12%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 CWEN | Pay Day | Jun 15, 2026 | $0.47 |
 NVDA | Pay Day | Jun 26, 2026 | $0.25 |
 INGR | Ex-Dividend | Jul 1, 2026 | $0.82 |
 HASI | Ex-Dividend | Jul 2, 2026 | $0.42 |
HASI | Pay Day | Jul 10, 2026 | $0.42 |
 ZTS | Ex-Dividend | Jul 20, 2026 | $0.53 |
INGR | Pay Day | Jul 21, 2026 | $0.82 |
 SSE.L | Ex-Dividend | Jul 23, 2026 | $0.63 |
ZTS | Pay Day | Sep 1, 2026 | $0.53 |
SSE.L | Pay Day | Sep 17, 2026 | $0.63 |
 STERV.HE | Ex-Dividend | Sep 24, 2026 | $0.14 |
STERV.HE | Pay Day | Oct 2, 2026 | $0.14 |
Performance Metrics
Score 2.4/10
Beta
1.08
1.08
0
0.8
1.2
0
2
Sharpe Ratio
0.01
0.01
0
0.5
1
1.5
1.5
Sortino Ratio
0.01
0.01
0
1
2
3
3
Jensen's Alpha
-15.57
-15.57
-16
0
2
4.5
4.5
Omega Ratio
0.61
0.61
0
1
1.5
2.5
2.5
Treynor Ratio
0.02
0.02
0
0.75
1.25
2
2
Information Ratio
-0.52
-0.52
-1
0.3
0.6
1
1
Calmar Ratio
-0.04
-0.04
-1
0.3
0.6
1
1
Beta
1.08
1.08
0
0.8
1.2
0
2
Sharpe Ratio
0.01
0.01
0
0.5
1
1.5
1.5
Sortino Ratio
0.01
0.01
0
1
2
3
3
Jensen's Alpha
-15.57
-15.57
-16
0
2
4.5
4.5
Omega Ratio
0.61
0.61
0
1
1.5
2.5
2.5
Treynor Ratio
0.02
0.02
0
0.75
1.25
2
2
Information Ratio
-0.52
-0.52
-1
0.3
0.6
1
1
Calmar Ratio
-0.04
-0.04
-1
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
40.82
High:CWEN
651.29CWENLow:
BE
-5,166.13BEDetails
PEG Ratio
-42.23
High:
NXT.US
339.05NXT.USLow:
SNOW
-422.16SNOWDetails
Price/Book
23.04
High:BE
89.87BELow:
ARRY
-6.52ARRYDetails
Price/Sales
17.77
High:
MSTR
88.08MSTRLow:
NPWR
-NPWRDetails
Price/CF
42.16
High:MSTR
7,511.07MSTRLow:CWEN
4.78CWENDetails
Price/FCF
52.87
High:MSTR
1,187.5MSTRLow:
FSLR
12.73FSLRDetails
P/E Ratio
40.82
High:CWEN
651.29CWENLow:BE
-5,166.13BEDetails
PEG Ratio
-42.23
High:NXT.US
339.05NXT.USLow:SNOW
-422.16SNOWDetails
Price/Book
23.04
High:BE
89.87BELow:ARRY
-6.52ARRYDetails
Price/Sales
17.77
High:MSTR
88.08MSTRLow:NPWR
-NPWRDetails
Price/CF
42.16
High:MSTR
7,511.07MSTRLow:CWEN
4.78CWENDetails
Price/FCF
52.87
High:MSTR
1,187.5MSTRLow:FSLR
12.73FSLRDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-74.69% | May 2020 | - | 74 |