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-0.95%
This Month
+18.9%
Year To Date
+70.61%
2 Years
+210.9%
5 Years
+275.71%
10 Years
+20.55%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies19.76%
- 🛍️ Retail Trade12.62%
- 💻 Electronic Technology10.96%
- ⚡ Utilities9.69%
- 🪨 Non Energy Minerals7.6%
- 🚗 Consumer Durables7.58%
- 🖥️ Technology Services4.9%
- ⛏️ Energy Minerals4.66%
- 💇♀️ Consumer Services4.53%
- 💰 Finance4.28%
- 💼 Commercial Services4.08%
- 🍞 Consumer Non Durables3.33%
- 🧬 Health Technology3.2%
- 🛠️ Producer Manufacturing2.23%
- 💵 Cash0.76%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE40.15%
- 🇺🇸 Nasdaq27.58%
- 🌍 Digital Currency19.76%
- 🇬🇧 LSE5.31%
- 🇨🇭 SIX1.83%
- 🇩🇰 Copenhagen Stock Exchange1.74%
- 🇸🇦 Tadawul1.3%
- 🇭🇰 Hong Kong Exchanges1.02%
- 🇳🇴 Oslo Stock Exchange0.73%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States42.13%
- 🇬🇧 United Kingdom8.3%
- 🇨🇳 China6.72%
- 🇮🇪 Ireland3.95%
- 🇺🇾 Uruguay2.87%
- 🇲🇽 Mexico2.63%
- 🇰🇾 Cayman Islands2.5%
- 🇦🇷 Argentina1.98%
- 🇨🇭 Switzerland1.83%
- 🇩🇰 Denmark1.74%
- 🇨🇦 Canada1.62%
- 🇸🇦 Saudi Arabia1.3%
- 🇳🇱 Netherlands0.85%
- 🇳🇴 Norway0.73%
- 🇮🇱 Israel0.5%
Dividends
Dividend Yield
0.86%
20 out of 41 instruments pay dividend.
3 dividend payments in the next 30 days.
Highest Dividend: $EQNR.OL (6.55%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 NEE | 0.2% | 2.62% | $1.97 |
 RIO | 0.16% | 5.45% | $4.34 |
 CSCO | 0.07% | 2.32% | $1.58 |
 CLX | 0.06% | 4.11% | $4.8 |
 MDT.US | 0.06% | 2.94% | $2.77 |
 EQNR.OL | 0.05% | 6.55% | $13.95 |
 GIVN.ZU | 0.04% | 1.97% | $68 |
 BABA | 0.03% | 0.62% | $0.98 |
 AAL.L | 0.03% | 0.85% | $0.77 |
 BDX | 0.03% | 2.2% | $3.76 |
 QCOM | 0.03% | 2.13% | $3.25 |
 LSEG.L | 0.03% | 1.58% | $1.15 |
 DIS | 0.02% | 0.9% | $0.75 |
 NXPI | 0.02% | 1.89% | $4.06 |
 MA | 0.01% | 0.54% | $2.46 |
 0700.HK | 0.01% | 0.74% | $3.4 |
 VWS.CO | 0.01% | 0.43% | - |
 GOOG | 0.01% | 0.32% | $0.2 |
 INTC | 0% | 0.34% | $0.5 |
 CCJ | 0% | 0.14% | $0.09 |
Performance Metrics
Score 6.7/10
Beta
1
1
0
0.8
1.2
0
2
Sharpe Ratio
0.7
0.7
0
0.5
1
1.5
1.5
Sortino Ratio
1.37
1.37
0
1
2
3
3
Jensen's Alpha
7.73
7.73
-2
0
2
8
8
Omega Ratio
1.42
1.42
0
1
1.5
2.5
2.5
Treynor Ratio
1.59
1.59
0
0.75
1.25
2
2
Information Ratio
0.35
0.35
0
0.3
0.6
1
1
Calmar Ratio
0.51
0.51
0
0.3
0.6
1
1
Beta
1
1
0
0.8
1.2
0
2
Sharpe Ratio
0.7
0.7
0
0.5
1
1.5
1.5
Sortino Ratio
1.37
1.37
0
1
2
3
3
Jensen's Alpha
7.73
7.73
-2
0
2
8
8
Omega Ratio
1.42
1.42
0
1
1.5
2.5
2.5
Treynor Ratio
1.59
1.59
0
0.75
1.25
2
2
Information Ratio
0.35
0.35
0
0.3
0.6
1
1
Calmar Ratio
0.51
0.51
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
42.91
High:
TSLA
254.41TSLALow:
BB
-196.93BBDetails
PEG Ratio
149.25
High:
CSCO
873.98CSCOLow:BB
-217.92BBDetails
Price/Book
6.62
High:
MA
64.72MALow:
NIO
-90.05NIODetails
Price/Sales
5.6
High:MA
16.86MALow:
EQNR.OL
0.53EQNR.OLDetails
Price/CF
21.39
High:
SEDG
103.23SEDGLow:EQNR.OL
2.97EQNR.OLDetails
Price/FCF
64.75
High:
NEE
2,356.18NEELow:
VWS.CO
8.2VWS.CODetails
P/E Ratio
42.91
High:TSLA
254.41TSLALow:BB
-196.93BBDetails
PEG Ratio
149.25
High:CSCO
873.98CSCOLow:BB
-217.92BBDetails
Price/Book
6.62
High:MA
64.72MALow:NIO
-90.05NIODetails
Price/Sales
5.6
High:MA
16.86MALow:EQNR.OL
0.53EQNR.OLDetails
Price/CF
21.39
High:SEDG
103.23SEDGLow:EQNR.OL
2.97EQNR.OLDetails
Price/FCF
64.75
High:NEE
2,356.18NEELow:VWS.CO
8.2VWS.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 |
-3.5% | Jan 2020 | Apr 2020 | 3 |
-2.67% | Aug 2020 | Nov 2020 | 3 |
-2.6% | Dec 2024 | Jan 2025 | 1 |
-0.95% | Oct 2025 | - | 1 |