Loading...
0%
This Month
+17.08%
Year To Date
+45.37%
2 Years
+143.61%
5 Years
+269.95%
10 Years
+19.77%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies15.95%
- 🛍️ Retail Trade12.68%
- 💻 Electronic Technology11.84%
- ⚡ Utilities10.67%
- 🪨 Non Energy Minerals8.02%
- 🚗 Consumer Durables7.51%
- ⛏️ Energy Minerals5.82%
- 🖥️ Technology Services5.33%
- 💰 Finance4.72%
- 💇♀️ Consumer Services4.34%
- 💼 Commercial Services3.45%
- 🧬 Health Technology3.38%
- 🍞 Consumer Non Durables3.06%
- 🛠️ Producer Manufacturing2.58%
- 💵 Cash0.83%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE41.84%
- 🇺🇸 Nasdaq29.13%
- 🌍 Digital Currency15.95%
- 🇬🇧 LSE5.51%
- 🇩🇰 Copenhagen Stock Exchange2.16%
- 🇨🇭 SIX1.71%
- 🇸🇦 Tadawul1.27%
- 🇭🇰 Hong Kong Exchanges1.03%
- 🇳🇴 Oslo Stock Exchange0.75%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States42.87%
- 🇬🇧 United Kingdom8.77%
- 🇨🇳 China6.35%
- 🇮🇪 Ireland3.98%
- 🇲🇽 Mexico3.81%
- 🇺🇾 Uruguay3.06%
- 🇰🇾 Cayman Islands2.96%
- 🇦🇷 Argentina2.82%
- 🇩🇰 Denmark2.16%
- 🇨🇭 Switzerland1.71%
- 🇨🇦 Canada1.59%
- 🇸🇦 Saudi Arabia1.27%
- 🇳🇱 Netherlands0.9%
- 🇳🇴 Norway0.75%
- 🇮🇱 Israel0.42%
Dividends
Dividend Yield
0.87%
20 out of 41 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $EQNR.OL (6.43%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 NEE | 0.21% | 2.67% | $1.97 |
 RIO | 0.16% | 5% | $4.34 |
 CSCO | 0.07% | 2.12% | $1.58 |
 CLX | 0.06% | 4.67% | $4.8 |
 MDT.US | 0.06% | 2.78% | $2.77 |
 EQNR.OL | 0.05% | 6.43% | $13.95 |
 GIVN.ZU | 0.04% | 2.12% | $68 |
 BABA | 0.03% | 0.65% | $0.98 |
 AAL.L | 0.03% | 0.82% | $0.77 |
 BDX | 0.03% | 2.17% | $3.76 |
 QCOM | 0.03% | 2.03% | $3.25 |
 LSEG.L | 0.03% | 1.53% | $1.15 |
 DIS | 0.02% | 0.95% | $0.75 |
 NXPI | 0.02% | 1.79% | $4.06 |
 MA | 0.01% | 0.55% | $2.46 |
 0700.HK | 0.01% | 0.74% | $3.4 |
 VWS.CO | 0.01% | 0.35% | - |
 GOOG | 0.01% | 0.26% | $0.2 |
 CCJ | 0% | 0.19% | $0.09 |
 PYPL | 0% | 0.23% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 6.5/10
Beta
1
1
0
0.8
1.2
0
2
Sharpe Ratio
0.67
0.67
0
0.5
1
1.5
1.5
Sortino Ratio
1.31
1.31
0
1
2
3
3
Jensen's Alpha
6.77
6.77
-2
0
2
7
7
Omega Ratio
1.36
1.36
0
1
1.5
2.5
2.5
Treynor Ratio
1.52
1.52
0
0.75
1.25
2
2
Information Ratio
0.31
0.31
0
0.3
0.6
1
1
Calmar Ratio
0.49
0.49
0
0.3
0.6
1
1
Beta
1
1
0
0.8
1.2
0
2
Sharpe Ratio
0.67
0.67
0
0.5
1
1.5
1.5
Sortino Ratio
1.31
1.31
0
1
2
3
3
Jensen's Alpha
6.77
6.77
-2
0
2
7
7
Omega Ratio
1.36
1.36
0
1
1.5
2.5
2.5
Treynor Ratio
1.52
1.52
0
0.75
1.25
2
2
Information Ratio
0.31
0.31
0
0.3
0.6
1
1
Calmar Ratio
0.49
0.49
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
41.59
High:
INTC
4,100.94INTCLow:
BB
-178.07BBDetails
PEG Ratio
215.83
High:INTC
4,085.53INTCLow:BB
-197.05BBDetails
Price/Book
6.8
High:
MA
62.16MALow:
CLX
-586.13CLXDetails
Price/Sales
5.82
High:
TSLA
15.83TSLALow:
EQNR.OL
0.52EQNR.OLDetails
Price/CF
23.03
High:TSLA
99.57TSLALow:EQNR.OL
2.86EQNR.OLDetails
Price/FCF
66.74
High:
NEE
2,356.18NEELow:
VWS.CO
6.93VWS.CODetails
P/E Ratio
41.59
High:INTC
4,100.94INTCLow:BB
-178.07BBDetails
PEG Ratio
215.83
High:INTC
4,085.53INTCLow:BB
-197.05BBDetails
Price/Book
6.8
High:MA
62.16MALow:CLX
-586.13CLXDetails
Price/Sales
5.82
High:TSLA
15.83TSLALow:EQNR.OL
0.52EQNR.OLDetails
Price/CF
23.03
High:TSLA
99.57TSLALow:EQNR.OL
2.86EQNR.OLDetails
Price/FCF
66.74
High:NEE
2,356.18NEELow:VWS.CO
6.93VWS.CODetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-38.74% | Sep 2021 | Nov 2024 | 38 |
-29.88% | Jun 2018 | Nov 2019 | 17 |
-11.18% | Feb 2025 | Jul 2025 | 5 |
-6.58% | Jun 2021 | Aug 2021 | 2 |
-5.29% | Nov 2025 | - | 2 |
-3.5% | Jan 2020 | Apr 2020 | 3 |
-2.67% | Aug 2020 | Nov 2020 | 3 |
-2.6% | Dec 2024 | Jan 2025 | 1 |