Loading...
+0.11%
Today
+7.76%
This Month
+26.14%
Year To Date
+44.8%
2 Years
+44.8%
5 Years
+55.93%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies24.06%
- 🖥️ Technology Services19.16%
- 💰 Finance12.59%
- 💼 Commercial Services12.21%
- 📊 ETFs9.11%
- 💻 Electronic Technology7.08%
- 🧬 Health Technology4.98%
- 🍞 Consumer Non Durables4%
- 🚗 Consumer Durables3.81%
- 🛍️ Retail Trade1.54%
- 🏥 Health Services1.33%
- 💵 Cash0.16%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq56.96%
- 🌍 Digital Currency24.06%
- 🇺🇸 NYSE15.2%
- 🇩🇪 FRA3.6%
- 🇫🇷 Euronext Paris0.02%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States48.51%
- 🇩🇰 Denmark3.83%
- 🇩🇪 Germany3.6%
- 🇦🇺 Australia3.29%
- 🇳🇱 Netherlands2.42%
- 🇨🇦 Canada2.2%
- 🇹🇼 Taiwan2.05%
- 🇰🇾 Cayman Islands0.75%
- 🇫🇷 France0.02%
Dividends
Dividend Yield
0.7%
17 out of 43 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $VOW3.DE (7.07%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 VOW3.DE | 0.25% | 7.07% | $9.06 |
 NVO | 0.07% | 1.82% | $0.98 |
 KHC | 0.05% | 5.82% | $1.6 |
 QQQ | 0.05% | 0.58% | - |
 UNH | 0.04% | 3.02% | $7.74 |
 QCOM | 0.03% | 2.19% | $3.25 |
 MRK | 0.03% | 4.03% | $3.04 |
 VICI | 0.02% | 5.28% | $1.66 |
 TSM | 0.02% | 0.96% | $1.74 |
 NKE | 0.02% | 2.12% | $1.45 |
 MTG | 0.02% | 2.04% | $0.46 |
 ARE | 0.02% | 6.72% | $5.02 |
 O | 0.02% | 5.65% | $3.09 |
 AAPL | 0.02% | 0.48% | $0.97 |
 SCHD | 0.01% | 3.97% | - |
 MSFT | 0.01% | 0.65% | $3 |
 GOOG | 0.01% | 0.42% | $0.2 |
Performance Metrics
Score 7.3/10
Beta
0.66
0.66
0
0.8
1.2
0
2
Sharpe Ratio
0.99
0.99
0
0.5
1
1.5
1.5
Sortino Ratio
1.81
1.81
0
1
2
3
3
Jensen's Alpha
15.41
15.41
-2
0
2
16
16
Omega Ratio
1.34
1.34
0
1
1.5
2.5
2.5
Treynor Ratio
3.02
3.02
0
0.75
1.25
4
4
Information Ratio
0.41
0.41
0
0.3
0.6
1
1
Calmar Ratio
1.75
1.75
0
0.3
0.6
2
2
Beta
0.66
0.66
0
0.8
1.2
0
2
Sharpe Ratio
0.99
0.99
0
0.5
1
1.5
1.5
Sortino Ratio
1.81
1.81
0
1
2
3
3
Jensen's Alpha
15.41
15.41
-2
0
2
16
16
Omega Ratio
1.34
1.34
0
1
1.5
2.5
2.5
Treynor Ratio
3.02
3.02
0
0.75
1.25
4
4
Information Ratio
0.41
0.41
0
0.3
0.6
1
1
Calmar Ratio
1.75
1.75
0
0.3
0.6
2
2
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
29.17
High:
DUOL
177.73DUOLLow:
AFRM
-307.46AFRMDetails
PEG Ratio
97.89
High:
O
1,973.24OLow:AFRM
-337.84AFRMDetails
Price/Book
9.01
High:
APP
215.32APPLow:
FICO
-33.17FICODetails
Price/Sales
5.13
High:
NBIS
77.26NBISLow:
ALHPI.PA
-ALHPI.PADetails
Price/CF
19.23
High:
BULL
1,936.14BULLLow:
VOW3.DE
2.55VOW3.DEDetails
Price/FCF
41.09
High:BULL
1,936.14BULLLow:
OPEN
1.31OPENDetails
P/E Ratio
29.17
High:DUOL
177.73DUOLLow:AFRM
-307.46AFRMDetails
PEG Ratio
97.89
High:O
1,973.24OLow:AFRM
-337.84AFRMDetails
Price/Book
9.01
High:APP
215.32APPLow:FICO
-33.17FICODetails
Price/Sales
5.13
High:NBIS
77.26NBISLow:ALHPI.PA
-ALHPI.PADetails
Price/CF
19.23
High:BULL
1,936.14BULLLow:VOW3.DE
2.55VOW3.DEDetails
Price/FCF
41.09
High:BULL
1,936.14BULLLow:OPEN
1.31OPENDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-16.51% | Feb 2025 | May 2025 | 3 |
-3.63% | Nov 2024 | Dec 2024 | 1 |
-3.47% | Jul 2024 | Sep 2024 | 2 |