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-0.46%
This Month
+11.23%
Year To Date
+22.78%
2 Years
+41.46%
5 Years
+56.23%
10 Years
+5.74%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs42.85%
- 💵 Cash29.07%
- 🪙 Cryptocurrencies9.45%
- 🍞 Consumer Non Durables9.15%
- 🖥️ Technology Services5.27%
- 🧬 Health Technology5.08%
- ⛏️ Energy Minerals2.69%
- ⚡ Utilities1.86%
- 🛠️ Producer Manufacturing0.27%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE31.34%
- 🇬🇧 LSE22.21%
- 🌍 Digital Currency9.45%
- 🇺🇸 Nasdaq5.27%
- 🇺🇸 Chicago Board Options Exchange3.61%
- 🇨🇭 SIX3.22%
- 🇩🇰 Copenhagen Stock Exchange1.23%
- 🇳🇴 Oslo Stock Exchange0.27%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States12.14%
- 🇬🇧 United Kingdom5.23%
- 🇨🇭 Switzerland3.22%
- 🇩🇰 Denmark1.23%
- 🇮🇱 Israel0.35%
- 🇳🇴 Norway0.27%
Dividends
Dividend Yield
0.56%
6 out of 22 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $SHEL.L (3.91%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 JNJ | Pay Day | Dec 9, 2025 | $1.30 |
Performance Metrics
Score 4/10
Beta
0.44
0.44
0
0.8
1.2
0
2
Sharpe Ratio
0.3
0.3
0
0.5
1
1.5
1.5
Sortino Ratio
0.44
0.44
0
1
2
3
3
Jensen's Alpha
-0.71
-0.71
-2
0
2
4.5
4.5
Omega Ratio
0.68
0.68
0
1
1.5
2.5
2.5
Treynor Ratio
0.78
0.78
0
0.75
1.25
2
2
Information Ratio
-0.46
-0.46
-1
0.3
0.6
1
1
Calmar Ratio
0.14
0.14
0
0.3
0.6
1
1
Beta
0.44
0.44
0
0.8
1.2
0
2
Sharpe Ratio
0.3
0.3
0
0.5
1
1.5
1.5
Sortino Ratio
0.44
0.44
0
1
2
3
3
Jensen's Alpha
-0.71
-0.71
-2
0
2
4.5
4.5
Omega Ratio
0.68
0.68
0
1
1.5
2.5
2.5
Treynor Ratio
0.78
0.78
0
0.75
1.25
2
2
Information Ratio
-0.46
-0.46
-1
0.3
0.6
1
1
Calmar Ratio
0.14
0.14
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
22.92
High:
NFLX
41.88NFLXLow:
NEL.OL
-8.91NEL.OLDetails
PEG Ratio
86.73
High:
NOVO-B.CO
135.51NOVO-B.COLow:
JNJ
27.42JNJDetails
Price/Book
5.81
High:NFLX
16.37NFLXLow:NEL.OL
0.89NEL.OLDetails
Price/Sales
3.44
High:NFLX
10.04NFLXLow:
SHEL.L
0.78SHEL.LDetails
Price/CF
17.71
High:NFLX
54.35NFLXLow:SHEL.L
4.6SHEL.LDetails
Price/FCF
54.49
High:
KO
272.99KOLow:SHEL.L
13.05SHEL.LDetails
P/E Ratio
22.92
High:NFLX
41.88NFLXLow:NEL.OL
-8.91NEL.OLDetails
PEG Ratio
86.73
High:NOVO-B.CO
135.51NOVO-B.COLow:JNJ
27.42JNJDetails
Price/Book
5.81
High:NFLX
16.37NFLXLow:NEL.OL
0.89NEL.OLDetails
Price/Sales
3.44
High:NFLX
10.04NFLXLow:SHEL.L
0.78SHEL.LDetails
Price/CF
17.71
High:NFLX
54.35NFLXLow:SHEL.L
4.6SHEL.LDetails
Price/FCF
54.49
High:KO
272.99KOLow:SHEL.L
13.05SHEL.LDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-39.12% | Feb 2018 | Aug 2020 | 30 |
-12.9% | Nov 2021 | Jul 2023 | 20 |
-4.84% | Aug 2023 | Dec 2023 | 4 |
-3.65% | Sep 2020 | Nov 2020 | 2 |
-2.44% | Apr 2024 | May 2024 | 1 |
-2.32% | Dec 2024 | Jan 2025 | 1 |
-2.3% | Nov 2025 | - | 2 |
-1.99% | Feb 2025 | May 2025 | 3 |
-1.61% | Sep 2021 | Oct 2021 | 1 |
-1.29% | Oct 2024 | Nov 2024 | 1 |
-0.36% | Jul 2021 | Aug 2021 | 1 |
-0.05% | Jul 2024 | Aug 2024 | 1 |
-0.01% | Jul 2025 | Aug 2025 | 1 |