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-2.76%
This Month
+9.27%
Year To Date
+20.57%
2 Years
-50.16%
5 Years
-41.95%
10 Years
-9.42%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services30.77%
- 🚗 Consumer Durables14.64%
- 🛍️ Retail Trade10.89%
- 🚚 Transportation9.25%
- 🧬 Health Technology7.07%
- 🏥 Health Services5.98%
- 💵 Cash4.96%
- 📊 ETFs4.67%
- 💰 Finance4.37%
- 💼 Commercial Services3.25%
- 👥 Copy Trading1.59%
- 🛠️ Producer Manufacturing1.56%
- 💻 Electronic Technology1.01%
- ⚡ Utilities0.23%
- ⛏️ Energy Minerals0.1%
- 🪙 Cryptocurrencies0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq44.26%
- 🇺🇸 NYSE35.46%
- 🇩🇪 FRA8.38%
- 🇩🇰 Copenhagen Stock Exchange7.07%
- 🇮🇹 Borsa Italiana0.12%
- 🇬🇧 LSE0.1%
- 🌍 Digital Currency0%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States71.08%
- 🇩🇪 Germany8.38%
- 🇩🇰 Denmark7.07%
- 🇸🇬 Singapore1.75%
- 🇨🇳 China1.55%
- 🇮🇪 Ireland0.33%
- 🇮🇹 Italy0.12%
- 🇷🇺 Russia0.1%
- 🇧🇷 Brazil0.06%
- 🇨🇾 Cyprus0.03%
- 🇬🇧 United Kingdom0.03%
- 🇨🇦 Canada0.03%
- 🇫🇮 Finland0.03%
- 🇮🇱 Israel0.03%
- 🇰🇾 Cayman Islands0.03%
- 🇨🇱 Chile0.03%
- 🇵🇪 Peru0.03%
- 🇹🇼 Taiwan0.03%
Dividends
Dividend Yield
1.64%
17 out of 31 instruments pay dividend.
24 dividend payments in the next 30 days.
Highest Dividend: $OGZDL.L (67.74%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 VOW3.DE | 0.5% | 5.92% | $9.06 |
 UPS | 0.46% | 6.09% | $6.5 |
 NOVO-B.CO | 0.29% | 4.12% | $9.4 |
 UNH | 0.11% | 2.25% | $7.74 |
 OGZDL.L | 0.07% | 67.74% | - |
 MSFT | 0.07% | 0.83% | $3 |
 CRM | 0.05% | 0.9% | $0.4 |
 META | 0.04% | 0.34% | $1 |
 PureMomentum | 0.02% | 0.96% | - |
 BABA | 0.01% | 0.82% | $0.98 |
 PYPL | 0.01% | 1.01% | - |
 ETN | 0% | 1.04% | $3.6 |
 GEV | 0% | 0.18% | - |
 CEG | 0% | 0.62% | - |
 NVDA | 0% | 0.13% | $0.02 |
 PRY.MI | 0% | 0.6% | $0.7 |
 VRT | 0% | 0.07% | $0.06 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 GOOG (PureMomentum) | Ex-Dividend | Jun 8, 2026 | $0.22 |
 GOOGL (PureMomentum) | Ex-Dividend | Jun 8, 2026 | $0.22 |
 JNJ (PureMomentum) | Pay Day | Jun 9, 2026 | $1.34 |
 RPRX (PureMomentum) | Pay Day | Jun 10, 2026 | $0.23 |
 YOU (PureMomentum) | Ex-Dividend | Jun 10, 2026 | $0.15 |
MSFT | Pay Day | Jun 11, 2026 | $0.91 |
BABA | Ex-Dividend | Jun 11, 2026 | $1.05 |
CRM | Ex-Dividend | Jun 11, 2026 | $0.44 |
 AMAT (PureMomentum) | Pay Day | Jun 11, 2026 | $0.53 |
 TER (PureMomentum) | Pay Day | Jun 12, 2026 | $0.13 |
 FRO (PureMomentum) | Ex-Dividend | Jun 12, 2026 | $1.55 |
 SEI.US (PureMomentum) | Pay Day | Jun 12, 2026 | $0.12 |
META | Ex-Dividend | Jun 15, 2026 | $0.53 |
GOOG (PureMomentum) | Pay Day | Jun 15, 2026 | $0.22 |
 B (PureMomentum) | Pay Day | Jun 15, 2026 | $0.17 |
GOOGL (PureMomentum) | Pay Day | Jun 15, 2026 | $0.22 |
GEV | Ex-Dividend | Jun 16, 2026 | $0.50 |
GEV (PureMomentum) | Ex-Dividend | Jun 16, 2026 | $0.50 |
 WDC (PureMomentum) | Pay Day | Jun 17, 2026 | $0.15 |
 LRCX (PureMomentum) | Ex-Dividend | Jun 17, 2026 | $0.26 |
 POWL (PureMomentum) | Pay Day | Jun 17, 2026 | $0.09 |
 VSH (PureMomentum) | Ex-Dividend | Jun 18, 2026 | $0.10 |
VOW3.DE | Ex-Dividend | Jun 19, 2026 | $6.04 |
 NEM (PureMomentum) | Pay Day | Jun 22, 2026 | $0.26 |
VOW3.DE | Pay Day | Jun 23, 2026 | $6.04 |
 VLO (PureMomentum) | Pay Day | Jun 23, 2026 | $1.20 |
FRO (PureMomentum) | Pay Day | Jun 23, 2026 | $1.55 |
 AMKR (PureMomentum) | Pay Day | Jun 23, 2026 | $0.08 |
 ESLT (PureMomentum) | Ex-Dividend | Jun 23, 2026 | $1.00 |
 STX.US (PureMomentum) | Ex-Dividend | Jun 24, 2026 | $0.74 |
YOU (PureMomentum) | Pay Day | Jun 24, 2026 | $0.15 |
META | Pay Day | Jun 25, 2026 | $0.53 |
PYPL | Pay Day | Jun 25, 2026 | $0.14 |
NVDA | Pay Day | Jun 26, 2026 | $0.25 |
 GLW (PureMomentum) | Pay Day | Jun 29, 2026 | $0.28 |
VSH (PureMomentum) | Pay Day | Jun 29, 2026 | $0.10 |
 PWR (PureMomentum) | Ex-Dividend | Jul 1, 2026 | $0.11 |
CRM | Pay Day | Jul 2, 2026 | $0.44 |
ESLT (PureMomentum) | Pay Day | Jul 6, 2026 | $1.00 |
STX.US (PureMomentum) | Pay Day | Jul 7, 2026 | $0.74 |
LRCX (PureMomentum) | Pay Day | Jul 8, 2026 | $0.26 |
BABA | Pay Day | Jul 13, 2026 | $1.05 |
PWR (PureMomentum) | Pay Day | Jul 13, 2026 | $0.11 |
GEV | Pay Day | Jul 14, 2026 | $0.50 |
GEV (PureMomentum) | Pay Day | Jul 14, 2026 | $0.50 |
Performance Metrics
Score 2.3/10
Beta
1.29
1.29
0
0.8
1.2
0
2
Sharpe Ratio
-0.14
-0.14
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.21
-0.21
-1
1
2
3
3
Jensen's Alpha
-17.99
-17.99
-18
0
2
4.5
4.5
Omega Ratio
0.64
0.64
0
1
1.5
2.5
2.5
Treynor Ratio
-0.37
-0.37
-1
0.75
1.25
2
2
Information Ratio
-0.47
-0.47
-1
0.3
0.6
1
1
Calmar Ratio
-0.14
-0.14
-1
0.3
0.6
1
1
Beta
1.29
1.29
0
0.8
1.2
0
2
Sharpe Ratio
-0.14
-0.14
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.21
-0.21
-1
1
2
3
3
Jensen's Alpha
-17.99
-17.99
-18
0
2
4.5
4.5
Omega Ratio
0.64
0.64
0
1
1.5
2.5
2.5
Treynor Ratio
-0.37
-0.37
-1
0.75
1.25
2
2
Information Ratio
-0.47
-0.47
-1
0.3
0.6
1
1
Calmar Ratio
-0.14
-0.14
-1
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
27.39
High:
TSLA
382.29TSLALow:
HIMS
-342HIMSDetails
PEG Ratio
178.18
High:ETN
1,311.75ETNLow:OGZDL.L
0.01OGZDL.LDetails
Price/Book
6.51
High:
PLTR
40.2PLTRLow:
FICO
-12.93FICODetails
Price/Sales
5.13
High:PLTR
69.73PLTRLow:VOW3.DE
0.14VOW3.DEDetails
Price/CF
15.84
High:
GRAB
160.94GRABLow:
OSCR
1.33OSCRDetails
Price/FCF
47.94
High:GRAB
1,625.54GRABLow:OSCR
1.35OSCRDetails
P/E Ratio
27.39
High:TSLA
382.29TSLALow:HIMS
-342HIMSDetails
PEG Ratio
178.18
High:ETN
1,311.75ETNLow:OGZDL.L
0.01OGZDL.LDetails
Price/Book
6.51
High:PLTR
40.2PLTRLow:FICO
-12.93FICODetails
Price/Sales
5.13
High:PLTR
69.73PLTRLow:VOW3.DE
0.14VOW3.DEDetails
Price/CF
15.84
High:GRAB
160.94GRABLow:OSCR
1.33OSCRDetails
Price/FCF
47.94
High:GRAB
1,625.54GRABLow:OSCR
1.35OSCRDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-68.8% | Jan 2022 | - | 54 |
-32.52% | Jun 2021 | Dec 2021 | 6 |