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+0.85%
This Month
+0.85%
Year To Date
+47.68%
2 Years
+125.82%
5 Years
+271.31%
10 Years
+19.59%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies13.82%
- 🛍️ Retail Trade12.25%
- 💻 Electronic Technology11.17%
- 🪨 Non Energy Minerals8.73%
- 💵 Cash8.36%
- ⚡ Utilities8.22%
- 🚗 Consumer Durables6.62%
- ⛏️ Energy Minerals5.34%
- 🖥️ Technology Services4.86%
- 💇♀️ Consumer Services4.27%
- 💰 Finance4.19%
- 🍞 Consumer Non Durables3.75%
- 💼 Commercial Services3.16%
- 🧬 Health Technology3.09%
- 🛠️ Producer Manufacturing2.65%
- 🏥 Health Services1.1%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE40.32%
- 🇺🇸 Nasdaq26.86%
- 🌍 Digital Currency13.82%
- 🇬🇧 LSE5.64%
- 🇩🇰 Copenhagen Stock Exchange2.24%
- 🇨🇭 SIX1.46%
- 🇸🇦 Tadawul1.2%
- 🇭🇰 Hong Kong Exchanges0.93%
- 🇳🇴 Oslo Stock Exchange0.74%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States40.52%
- 🇬🇧 United Kingdom9.14%
- 🇨🇳 China6.09%
- 🇮🇪 Ireland3.45%
- 🇲🇽 Mexico3.4%
- 🇺🇾 Uruguay3.26%
- 🇰🇾 Cayman Islands2.62%
- 🇦🇷 Argentina2.33%
- 🇩🇰 Denmark2.24%
- 🇨🇦 Canada1.69%
- 🇨🇭 Switzerland1.46%
- 🇸🇦 Saudi Arabia1.2%
- 🇳🇱 Netherlands0.85%
- 🇳🇴 Norway0.74%
- 🇮🇱 Israel0.4%
Dividends
Dividend Yield
0.84%
22 out of 43 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $EQNR.OL (6%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 NEE | 0.16% | 2.72% | $1.97 |
 RIO | 0.15% | 4.32% | $4.34 |
 CSCO | 0.07% | 2.25% | $1.58 |
 CLX | 0.06% | 4.52% | $4.8 |
 MDT.US | 0.05% | 2.89% | $2.77 |
 EQNR.OL | 0.04% | 6% | $13.95 |
 DIS | 0.03% | 1.37% | $0.75 |
 GIVN.ZU | 0.03% | 2.24% | $68 |
 BABA | 0.03% | 0.62% | $0.98 |
 AAL.L | 0.03% | 0.71% | $0.77 |
 PG | 0.03% | 2.89% | $3.83 |
 UNH | 0.03% | 2.6% | $7.74 |
 BDX | 0.03% | 2.07% | $3.76 |
 QCOM | 0.03% | 2.31% | $3.25 |
 LSEG.L | 0.02% | 1.55% | $1.15 |
 NXPI | 0.01% | 1.76% | $4.06 |
 MA | 0.01% | 0.59% | $2.46 |
 0700.HK | 0.01% | 0.75% | $3.4 |
 VWS.CO | 0.01% | 0.31% | - |
 GOOG | 0% | 0.26% | $0.2 |
 CCJ | 0% | 0.15% | $0.09 |
 PYPL | 0% | 0.25% | - |
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
1.29
1.29
0
1
2
3
3
Jensen's Alpha
6.54
6.54
-2
0
2
7
7
Omega Ratio
1.35
1.35
0
1
1.5
2.5
2.5
Treynor Ratio
1.49
1.49
0
0.75
1.25
2
2
Information Ratio
0.3
0.3
0
0.3
0.6
1
1
Calmar Ratio
0.48
0.48
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
1.29
1.29
0
1
2
3
3
Jensen's Alpha
6.54
6.54
-2
0
2
7
7
Omega Ratio
1.35
1.35
0
1
1.5
2.5
2.5
Treynor Ratio
1.49
1.49
0
0.75
1.25
2
2
Information Ratio
0.3
0.3
0
0.3
0.6
1
1
Calmar Ratio
0.48
0.48
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
40.67
High:
INTC
4,581.13INTCLow:
BA
-18.19BADetails
PEG Ratio
239.07
High:INTC
4,563.91INTCLow:
NIO
-124.22NIODetails
Price/Book
6.63
High:MA
60.55MALow:CLX
-607.99CLXDetails
Price/Sales
5.25
High:CCJ
20.36CCJLow:EQNR.OL
0.56EQNR.OLDetails
Price/CF
22.36
High:
TSLA
99.57TSLALow:EQNR.OL
2.86EQNR.OLDetails
Price/FCF
64.18
High:NEE
2,356.18NEELow:VWS.CO
6.93VWS.CODetails
P/E Ratio
40.67
High:INTC
4,581.13INTCLow:BA
-18.19BADetails
PEG Ratio
239.07
High:INTC
4,563.91INTCLow:NIO
-124.22NIODetails
Price/Book
6.63
High:MA
60.55MALow:CLX
-607.99CLXDetails
Price/Sales
5.25
High:CCJ
20.36CCJLow:EQNR.OL
0.56EQNR.OLDetails
Price/CF
22.36
High:TSLA
99.57TSLALow:EQNR.OL
2.86EQNR.OLDetails
Price/FCF
64.18
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 |
-5.74% | Nov 2025 | - | 3 |
-3.5% | Jan 2020 | Apr 2020 | 3 |
-2.67% | Aug 2020 | Nov 2020 | 3 |
-2.6% | Dec 2024 | Jan 2025 | 1 |