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+1.45%
This Month
+18.78%
Year To Date
+47.48%
2 Years
+147.14%
5 Years
+275.32%
10 Years
+20.01%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies16.19%
- 🛍️ Retail Trade12.35%
- 💻 Electronic Technology11.95%
- ⚡ Utilities10.34%
- 🪨 Non Energy Minerals8.18%
- 🚗 Consumer Durables7.62%
- ⛏️ Energy Minerals5.85%
- 🖥️ Technology Services5.26%
- 💰 Finance4.54%
- 💇♀️ Consumer Services4.53%
- 💼 Commercial Services3.43%
- 🧬 Health Technology3.39%
- 🍞 Consumer Non Durables3%
- 🛠️ Producer Manufacturing2.71%
- 💵 Cash0.83%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE41.59%
- 🇺🇸 Nasdaq29.18%
- 🌍 Digital Currency16.19%
- 🇬🇧 LSE5.39%
- 🇩🇰 Copenhagen Stock Exchange2.28%
- 🇨🇭 SIX1.69%
- 🇸🇦 Tadawul1.26%
- 🇭🇰 Hong Kong Exchanges1.02%
- 🇳🇴 Oslo Stock Exchange0.73%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States42.81%
- 🇬🇧 United Kingdom8.77%
- 🇨🇳 China6.35%
- 🇮🇪 Ireland3.87%
- 🇲🇽 Mexico3.85%
- 🇦🇷 Argentina2.84%
- 🇺🇾 Uruguay2.84%
- 🇰🇾 Cayman Islands2.81%
- 🇩🇰 Denmark2.28%
- 🇨🇦 Canada1.69%
- 🇨🇭 Switzerland1.69%
- 🇸🇦 Saudi Arabia1.26%
- 🇳🇱 Netherlands0.91%
- 🇳🇴 Norway0.73%
- 🇮🇱 Israel0.43%
Dividends
Dividend Yield
0.87%
20 out of 41 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $EQNR.OL (6.51%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 NEE | 0.21% | 2.77% | $1.97 |
 RIO | 0.16% | 4.82% | $4.34 |
 CSCO | 0.08% | 2.06% | $1.58 |
 CLX | 0.06% | 4.8% | $4.8 |
 MDT.US | 0.06% | 2.83% | $2.77 |
 EQNR.OL | 0.05% | 6.51% | $13.95 |
 GIVN.ZU | 0.04% | 2.3% | $68 |
 BABA | 0.03% | 0.66% | $0.98 |
 AAL.L | 0.03% | 0.83% | $0.77 |
 BDX | 0.03% | 2.1% | $3.76 |
 QCOM | 0.03% | 1.97% | $3.25 |
 LSEG.L | 0.03% | 1.63% | $1.15 |
 DIS | 0.02% | 0.9% | $0.75 |
 NXPI | 0.02% | 1.77% | $4.06 |
 MA | 0.01% | 0.56% | $2.46 |
 0700.HK | 0.01% | 0.75% | $3.4 |
 VWS.CO | 0.01% | 0.32% | - |
 GOOG | 0.01% | 0.27% | $0.2 |
 CCJ | 0% | 0.18% | $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
42.33
High:
INTC
3,847.17INTCLow:
BB
-192.11BBDetails
PEG Ratio
198.04
High:INTC
3,832.71INTCLow:BB
-212.59BBDetails
Price/Book
6.93
High:
MA
61.36MALow:
CLX
-567.47CLXDetails
Price/Sales
5.92
High:
TSLA
16.65TSLALow:
EQNR.OL
0.51EQNR.OLDetails
Price/CF
23.4
High:TSLA
99.57TSLALow:EQNR.OL
2.86EQNR.OLDetails
Price/FCF
67.44
High:
NEE
2,356.18NEELow:
VWS.CO
6.93VWS.CODetails
P/E Ratio
42.33
High:INTC
3,847.17INTCLow:BB
-192.11BBDetails
PEG Ratio
198.04
High:INTC
3,832.71INTCLow:BB
-212.59BBDetails
Price/Book
6.93
High:MA
61.36MALow:CLX
-567.47CLXDetails
Price/Sales
5.92
High:TSLA
16.65TSLALow:EQNR.OL
0.51EQNR.OLDetails
Price/CF
23.4
High:TSLA
99.57TSLALow:EQNR.OL
2.86EQNR.OLDetails
Price/FCF
67.44
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 |