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+1.12%
This Month
-1.74%
Year To Date
+166.94%
2 Years
+92.39%
5 Years
+362.46%
10 Years
+32.11%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies37.62%
- 💵 Cash10.99%
- 🛠️ Producer Manufacturing9.55%
- 🖥️ Technology Services9.06%
- 🚚 Transportation8.23%
- 💻 Electronic Technology7.99%
- 🧪 Process Industries5.36%
- ⚡ Utilities2.54%
- 🪨 Non Energy Minerals1.7%
- 🛍️ Retail Trade1.49%
- 💰 Finance1.21%
- 📊 ETFs0.77%
- 🚗 Consumer Durables0.62%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency37.62%
- 🇺🇸 Nasdaq20.49%
- 🇺🇸 NYSE10.01%
- 🇳🇴 Oslo Stock Exchange8.23%
- 🇨🇭 SIX2.47%
- 🇮🇹 Borsa Italiana2.15%
- 🇫🇷 Euronext Paris1.9%
- 🇪🇸 Bolsa De Madrid1.25%
- 🇬🇧 LSE1.17%
- 🇳🇱 Euronext Amsterdam0.61%
- 🇸🇪 Stockholm Stock Exchange0.24%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States24.2%
- 🇳🇴 Norway8.23%
- 🇮🇪 Ireland3.08%
- 🇨🇭 Switzerland2.68%
- 🇮🇹 Italy2.15%
- 🇫🇷 France1.9%
- 🇪🇸 Spain1.25%
- 🇱🇺 Luxembourg0.98%
- 🇺🇾 Uruguay0.71%
- 🇬🇧 United Kingdom0.62%
- 🇳🇱 Netherlands0.61%
- 🇮🇱 Israel0.55%
- 🇰🇷 South Korea0.55%
- 🇸🇪 Sweden0.24%
Dividends
Dividend Yield
0.74%
26 out of 42 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $NAS.OL (5.71%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 NAS.OL | 0.47% | 5.71% | - |
 IBE.MC | 0.03% | 2.75% | $0.45 |
 ABBN.ZU | 0.03% | 1.38% | $0.87 |
 VIE.PA | 0.02% | 4.44% | $1.25 |
 PRY.MI | 0.02% | 0.87% | $0.7 |
 GAW.L | 0.02% | 2.8% | $5.5 |
 ETN | 0.02% | 1.19% | $3.6 |
 SCCO | 0.02% | 1.61% | $3.76 |
 TT | 0.01% | 0.88% | $3.27 |
 NEE | 0.01% | 2.52% | $1.97 |
 NEX.PA | 0.01% | 2.07% | $2.3 |
 MSFT | 0.01% | 0.86% | $3 |
 SU.PA | 0.01% | 1.51% | $3.5 |
 BEPC | 0.01% | 3.7% | - |
 UI | 0.01% | 0.38% | $2.4 |
 GOOG | 0.01% | 0.28% | $0.2 |
 CARR | 0% | 1.5% | $0.76 |
 FCX | 0% | 0.92% | $0.6 |
 BOL.ST | 0% | 1.64% | $7.5 |
 ASML.NV | 0% | 0.62% | $6.1 |
 SMSN.L | 0% | 0.66% | $23.68 |
 VRSK | 0% | 0.87% | $1.46 |
 WAB | 0% | 0.41% | $0.74 |
 WDC | 0% | 0.17% | - |
 GRMN | 0% | 0.36% | $3.71 |
 NVDA | 0% | 0.02% | $0.02 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 6.3/10
Beta
2.17
2.17
0
0.8
1.2
0
3
Sharpe Ratio
0.63
0.63
0
0.5
1
1.5
1.5
Sortino Ratio
1.48
1.48
0
1
2
3
3
Jensen's Alpha
8.8
8.8
-2
0
2
9
9
Omega Ratio
1.57
1.57
0
1
1.5
2.5
2.5
Treynor Ratio
1.42
1.42
0
0.75
1.25
2
2
Information Ratio
0.47
0.47
0
0.3
0.6
1
1
Calmar Ratio
0.45
0.45
0
0.3
0.6
1
1
Beta
2.17
2.17
0
0.8
1.2
0
3
Sharpe Ratio
0.63
0.63
0
0.5
1
1.5
1.5
Sortino Ratio
1.48
1.48
0
1
2
3
3
Jensen's Alpha
8.8
8.8
-2
0
2
9
9
Omega Ratio
1.57
1.57
0
1
1.5
2.5
2.5
Treynor Ratio
1.42
1.42
0
0.75
1.25
2
2
Information Ratio
0.47
0.47
0
0.3
0.6
1
1
Calmar Ratio
0.45
0.45
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
31.45
High:
AMD
76.4AMDLow:
IOT
-382.53IOTDetails
PEG Ratio
95.63
High:
MELI
997.84MELILow:IOT
-455.09IOTDetails
Price/Book
10
High:VRSK
96.56VRSKLow:BEPC
-13.2BEPCDetails
Price/Sales
8.98
High:
CRWD
22.44CRWDLow:
UBI.PA
0.28UBI.PADetails
Price/CF
26.11
High:IOT
106.77IOTLow:UBI.PA
1.56UBI.PADetails
Price/FCF
60.45
High:NEE
2,356.18NEELow:UBI.PA
1.61UBI.PADetails
P/E Ratio
31.45
High:AMD
76.4AMDLow:IOT
-382.53IOTDetails
PEG Ratio
95.63
High:MELI
997.84MELILow:IOT
-455.09IOTDetails
Price/Book
10
High:VRSK
96.56VRSKLow:BEPC
-13.2BEPCDetails
Price/Sales
8.98
High:CRWD
22.44CRWDLow:UBI.PA
0.28UBI.PADetails
Price/CF
26.11
High:IOT
106.77IOTLow:UBI.PA
1.56UBI.PADetails
Price/FCF
60.45
High:NEE
2,356.18NEELow:UBI.PA
1.61UBI.PADetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-63.82% | Nov 2021 | Nov 2024 | 36 |
-42.53% | Aug 2020 | Jan 2021 | 5 |
-10.85% | Aug 2025 | - | 8 |
-10.59% | Feb 2021 | Jun 2021 | 4 |
-10.24% | Jul 2021 | Oct 2021 | 3 |
-4.44% | Mar 2025 | Apr 2025 | 1 |
-3.8% | Dec 2024 | Jan 2025 | 1 |