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+0.01%
Today
+0.01%
This Month
+6.62%
Year To Date
+35.28%
2 Years
-81.21%
5 Years
-65.37%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs36.68%
- 🖥️ Technology Services13.93%
- 💻 Electronic Technology11.68%
- 💰 Finance9.86%
- 🪙 Cryptocurrencies6.47%
- 💼 Commercial Services3.53%
- ⛏️ Energy Minerals3.42%
- 🛍️ Retail Trade3.41%
- 🪨 Non Energy Minerals3.16%
- 🛠️ Producer Manufacturing2.94%
- 🚗 Consumer Durables2.92%
- 🧬 Health Technology1.99%
- 💵 Cash0.01%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE53.04%
- 🇺🇸 Nasdaq28.89%
- 🇸🇪 Stockholm Stock Exchange6.66%
- 🌍 Digital Currency6.47%
- 🇨🇭 SIX2.94%
- 🇩🇰 Copenhagen Stock Exchange1.99%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States38.26%
- 🇸🇪 Sweden6.66%
- 🇮🇱 Israel3.95%
- 🇹🇼 Taiwan3.05%
- 🇨🇭 Switzerland2.94%
- 🇩🇰 Denmark1.99%
Dividends
Dividend Yield
0.96%
15 out of 23 instruments pay dividend.
4 dividend payments in the next 30 days.
Highest Dividend: $SECU-B.ST (3.19%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 SPY | 0.43% | 1.29% | - |
 SECU-B.ST | 0.11% | 3.19% | $3.8 |
 JPM | 0.06% | 2.01% | $4.4 |
 INVEB.ST | 0.06% | 1.85% | $4.8 |
 ABBN.ZU | 0.06% | 1.93% | $0.87 |
 NOVO-B.CO | 0.05% | 2.5% | $9.4 |
 FCX | 0.05% | 1.56% | $0.6 |
 EQT | 0.04% | 1.14% | $0.62 |
 TSM | 0.04% | 1.17% | $1.74 |
 MSFT | 0.02% | 0.7% | $3 |
 MA | 0.02% | 0.49% | $2.46 |
 AAPL | 0.01% | 0.5% | $0.97 |
 META | 0.01% | 0.32% | $1 |
 NVDA | 0% | 0.04% | $0.02 |
 GOOG | 0% | 0.47% | $0.2 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
EQT | Pay Day | Jun 2, 2025 | $0.16 |
GOOG | Ex-Dividend | Jun 9, 2025 | $0.21 |
NVDA | Ex-Dividend | Jun 11, 2025 | $0.01 |
MSFT | Pay Day | Jun 12, 2025 | $0.83 |
TSM | Ex-Dividend | Jun 12, 2025 | $0.68 |
GOOG | Pay Day | Jun 16, 2025 | $0.21 |
META | Ex-Dividend | Jun 16, 2025 | $0.52 |
META | Pay Day | Jun 26, 2025 | $0.52 |
JPM | Ex-Dividend | Jul 3, 2025 | $1.40 |
NVDA | Pay Day | Jul 3, 2025 | $0.01 |
TSM | Pay Day | Jul 10, 2025 | $0.68 |
JPM | Pay Day | Jul 31, 2025 | $1.40 |
SECU-B.ST | Ex-Dividend | Nov 19, 2025 | $0.22 |
SECU-B.ST | Pay Day | Nov 25, 2025 | $0.22 |
Performance Metrics
Score 2.5/10
Beta
0.6
0.6
0
0.8
1.2
0
2
Sharpe Ratio
-0.53
-0.53
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.62
-0.62
-1
1
2
3
3
Jensen's Alpha
-37.01
-37.01
-38
0
2
4.5
4.5
Omega Ratio
0.45
0.45
0
1
1.5
2.5
2.5
Treynor Ratio
-5.52
-5.52
-6
0.75
1.25
2
2
Information Ratio
-0.65
-0.65
-1
0.3
0.6
1
1
Calmar Ratio
-0.64
-0.64
-1
0.3
0.6
1
1
Beta
0.6
0.6
0
0.8
1.2
0
2
Sharpe Ratio
-0.53
-0.53
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.62
-0.62
-1
1
2
3
3
Jensen's Alpha
-37.01
-37.01
-38
0
2
4.5
4.5
Omega Ratio
0.45
0.45
0
1
1.5
2.5
2.5
Treynor Ratio
-5.52
-5.52
-6
0.75
1.25
2
2
Information Ratio
-0.65
-0.65
-1
0.3
0.6
1
1
Calmar Ratio
-0.64
-0.64
-1
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
34.07
High:
TSLA
190.53TSLALow:
MSTR
-16.92MSTRDetails
PEG Ratio
141.97
High:
FCX
499.94FCXLow:
SECU-B.ST
5.14SECU-B.STDetails
Price/Book
11.2
High:
MA
79.88MALow:
INVEB.ST
1.07INVEB.STDetails
Price/Sales
8.58
High:MSTR
206.09MSTRLow:SECU-B.ST
0.5SECU-B.STDetails
Price/CF
24.2
High:MSTR
7,511.07MSTRLow:FCX
8.65FCXDetails
Price/FCF
46.99
High:MSTR
1,187.5MSTRLow:
GOOG
29.5GOOGDetails
P/E Ratio
34.07
High:TSLA
190.53TSLALow:MSTR
-16.92MSTRDetails
PEG Ratio
141.97
High:FCX
499.94FCXLow:SECU-B.ST
5.14SECU-B.STDetails
Price/Book
11.2
High:MA
79.88MALow:INVEB.ST
1.07INVEB.STDetails
Price/Sales
8.58
High:MSTR
206.09MSTRLow:SECU-B.ST
0.5SECU-B.STDetails
Price/CF
24.2
High:MSTR
7,511.07MSTRLow:FCX
8.65FCXDetails
Price/FCF
46.99
High:MSTR
1,187.5MSTRLow:GOOG
29.5GOOGDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-99.99% | Jun 2016 | - | 108 |
-1.68% | Apr 2016 | May 2016 | 1 |
-0.86% | Feb 2016 | Mar 2016 | 1 |