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+0.45%
This Month
+21.08%
Year To Date
+81.23%
2 Years
+74.19%
5 Years
+320.19%
10 Years
+19.65%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology37.13%
- 🪙 Cryptocurrencies30.39%
- 🖥️ Technology Services11.65%
- 🛠️ Producer Manufacturing7.31%
- 💼 Commercial Services6.47%
- 🚗 Consumer Durables2.43%
- ⚡ Utilities1.12%
- 🛍️ Retail Trade1.01%
- 📡 Communications0.83%
- 🧬 Health Technology0.81%
- 🧪 Process Industries0.31%
- 💰 Finance0.3%
- 🚚 Transportation0.11%
- 🪨 Non Energy Minerals0.06%
- 💇♀️ Consumer Services0.04%
- ⛏️ Energy Minerals0.02%
- 🍞 Consumer Non Durables0.01%
- 💵 Cash0%
- 🏭 Industrial Services0%
- ❓ Other0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq46.54%
- 🌍 Digital Currency30.39%
- 🇬🇧 LSE7.47%
- 🇺🇸 NYSE6.09%
- 🇩🇪 FRA6.04%
- 🇳🇴 Oslo Stock Exchange1.04%
- 🇩🇰 Copenhagen Stock Exchange0.68%
- 🇭🇰 Hong Kong Exchanges0.65%
- 🇳🇱 Euronext Amsterdam0.64%
- 🇫🇮 Helsinki Stock Exchange0.45%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States45.33%
- 🇬🇧 United Kingdom7.4%
- 🇩🇪 Germany6.26%
- 🇨🇦 Canada3.76%
- 🇨🇭 Switzerland1.98%
- 🇨🇳 China1.12%
- 🇳🇴 Norway1.04%
- 🇩🇰 Denmark0.68%
- 🇳🇱 Netherlands0.68%
- 🇮🇱 Israel0.51%
- 🇫🇮 Finland0.45%
- 🇭🇰 Hong Kong0.31%
- 🇫🇷 France0.07%
- 🇷🇺 Russia0.02%
Dividends
Dividend Yield
0.37%
24 out of 75 instruments pay dividend.
8 dividend payments in the next 30 days.
Highest Dividend: $OGZDL.L (67.74%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 RR.L | 0.07% | 0.98% | - |
 VOW3.DE | 0.05% | 6.37% | $9.06 |
 AAPL | 0.03% | 0.43% | $0.97 |
 GRMN | 0.03% | 1.51% | $3.71 |
 SIE.DE | 0.03% | 2.31% | $4.7 |
 KPN.NV | 0.03% | 4.21% | $0.15 |
 PAH3.DE | 0.03% | 5.31% | $2.56 |
 MSFT | 0.02% | 0.67% | $3 |
 F | 0.01% | 6.41% | $0.78 |
 OGZDL.L | 0.01% | 67.74% | - |
 AVGO | 0.01% | 0.69% | $19.7 |
 WRT1V.HE | 0.01% | 1.79% | $0.32 |
 BABA | 0.01% | 0.76% | $0.98 |
 LLY | 0% | 0.8% | $4.86 |
 HOG | 0% | 2.37% | $0.68 |
 ORA.US | 0% | 0.53% | $0.48 |
 0968.HK | 0% | 1.14% | $0.23 |
 EZJ.L | 0% | 2.59% | $0.05 |
 3800.HK | 0% | 0.9% | - |
 MU | 0% | 0.35% | $0.46 |
 ORSTED.CO | 0% | 0.46% | - |
 UI | 0% | 0.45% | $2.4 |
 NVDA | 0% | 0.02% | $0.02 |
 VWS.CO | 0% | 0.44% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
UI | Pay Day | Sep 8, 2025 | $0.80 |
HOG | Ex-Dividend | Sep 10, 2025 | $0.18 |
LLY | Pay Day | Sep 10, 2025 | $1.50 |
MSFT | Pay Day | Sep 11, 2025 | $0.83 |
NVDA | Ex-Dividend | Sep 11, 2025 | $0.01 |
GRMN | Ex-Dividend | Sep 12, 2025 | $0.90 |
WRT1V.HE | Ex-Dividend | Sep 16, 2025 | $0.23 |
AVGO | Ex-Dividend | Sep 22, 2025 | $0.59 |
HOG | Pay Day | Sep 24, 2025 | $0.18 |
WRT1V.HE | Pay Day | Sep 24, 2025 | $0.23 |
GRMN | Pay Day | Sep 26, 2025 | $0.90 |
AVGO | Pay Day | Sep 30, 2025 | $0.59 |
NVDA | Pay Day | Oct 2, 2025 | $0.01 |
0968.HK | Pay Day | Oct 10, 2025 | $0.00 |
Performance Metrics
Score 6.1/10
Beta
1.27
1.27
0
0.8
1.2
0
2
Sharpe Ratio
0.55
0.55
0
0.5
1
1.5
1.5
Sortino Ratio
1.05
1.05
0
1
2
3
3
Jensen's Alpha
8.36
8.36
-2
0
2
9
9
Omega Ratio
1.31
1.31
0
1
1.5
2.5
2.5
Treynor Ratio
1.46
1.46
0
0.75
1.25
2
2
Information Ratio
0.32
0.32
0
0.3
0.6
1
1
Calmar Ratio
0.33
0.33
0
0.3
0.6
1
1
Beta
1.27
1.27
0
0.8
1.2
0
2
Sharpe Ratio
0.55
0.55
0
0.5
1
1.5
1.5
Sortino Ratio
1.05
1.05
0
1
2
3
3
Jensen's Alpha
8.36
8.36
-2
0
2
9
9
Omega Ratio
1.31
1.31
0
1
1.5
2.5
2.5
Treynor Ratio
1.46
1.46
0
0.75
1.25
2
2
Information Ratio
0.32
0.32
0
0.3
0.6
1
1
Calmar Ratio
0.33
0.33
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
40.69
High:
TSLA
196.04TSLALow:
CRWD
-344.69CRWDDetails
PEG Ratio
3,185.48
High:
AAPL
24,779.06AAPLLow:
ROKU
-260.99ROKUDetails
Price/Book
20.89
High:AAPL
54.11AAPLLow:
NIO
-76.32NIODetails
Price/Sales
11.03
High:
ASTS
2,070.63ASTSLow:
SPWRQ
-SPWRQDetails
Price/CF
33.5
High:
EDIT
432.15EDITLow:
EZJ.L
2.03EZJ.LDetails
Price/FCF
50.54
High:
LLY
631.92LLYLow:
HOG
3.94HOGDetails
P/E Ratio
40.69
High:TSLA
196.04TSLALow:CRWD
-344.69CRWDDetails
PEG Ratio
3,185.48
High:AAPL
24,779.06AAPLLow:ROKU
-260.99ROKUDetails
Price/Book
20.89
High:AAPL
54.11AAPLLow:NIO
-76.32NIODetails
Price/Sales
11.03
High:ASTS
2,070.63ASTSLow:SPWRQ
-SPWRQDetails
Price/CF
33.5
High:EDIT
432.15EDITLow:EZJ.L
2.03EZJ.LDetails
Price/FCF
50.54
High:LLY
631.92LLYLow:HOG
3.94HOGDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-56.83% | Feb 2018 | Nov 2020 | 33 |
-50.49% | Nov 2021 | - | 47 |
-17.74% | Jul 2017 | Aug 2017 | 1 |
-7.15% | Feb 2021 | Jun 2021 | 4 |
-6.59% | Sep 2021 | Oct 2021 | 1 |
-3.37% | Sep 2017 | Oct 2017 | 1 |
-2.48% | Jul 2021 | Aug 2021 | 1 |