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+4.89%
This Month
-1.95%
Year To Date
+22.87%
2 Years
-15.11%
5 Years
-37.46%
10 Years
-9.26%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs22.57%
- 🪙 Cryptocurrencies17.86%
- 🖥️ Technology Services12.81%
- 💵 Cash7.09%
- 🍞 Consumer Non Durables4.96%
- 🛍️ Retail Trade4.73%
- 💰 Finance3.96%
- 🚗 Consumer Durables3.54%
- 🚚 Transportation3.51%
- 🛠️ Producer Manufacturing3.18%
- 💻 Electronic Technology3.05%
- 💼 Commercial Services2.43%
- 📡 Communications2.41%
- ⛏️ Energy Minerals2.15%
- 💇♀️ Consumer Services1.79%
- 🧩 Miscellaneous1.67%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE28.46%
- 🇺🇸 Nasdaq26.92%
- 🌍 Digital Currency17.86%
- 🇩🇪 Xetra ETFs5.57%
- 🇫🇷 Euronext Paris4.33%
- 🇬🇧 LSE2.26%
- 🇳🇴 Oslo Stock Exchange2.05%
- 🇩🇪 FRA1.97%
- 🇭🇰 Hong Kong Exchanges1.22%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States29.45%
- 🇫🇷 France4.33%
- 🇨🇳 China3.99%
- 🇸🇬 Singapore2.08%
- 🇩🇪 Germany1.97%
- 🇮🇱 Israel1.77%
- 🇳🇴 Norway1.73%
- 🇺🇾 Uruguay1.36%
- 🇰🇾 Cayman Islands1.26%
- 🇰🇷 South Korea0.59%
Dividends
Dividend Yield
0.81%
25 out of 84 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $BWLPG.OL (8.49%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 MPCC.OL | 0.13% | 7.64% | $5.9 |
 NOG | 0.13% | 8.22% | $1.58 |
 VOW3.DE | 0.09% | 7.18% | $9.06 |
 ZIM | 0.08% | 7.99% | $0.23 |
 MBG.DE | 0.06% | 7.78% | $5.3 |
 UPS | 0.03% | 5.66% | $6.5 |
 IBM | 0.03% | 3.19% | $6.65 |
 BWLPG.OL | 0.03% | 8.49% | $37.72 |
 MSFT | 0.02% | 0.91% | $3 |
 MC.PA | 0.02% | 2.72% | $13 |
 ORCL | 0.02% | 1.59% | $1.6 |
 AXP | 0.02% | 1.02% | $2.6 |
 CVX.US | 0.02% | 3.63% | $6.28 |
 NKE | 0.02% | 3.8% | $1.45 |
 PYPL | 0.02% | 0.76% | - |
 OR.PA | 0.02% | 1.89% | $6.6 |
 KER.PA | 0.02% | 1.2% | $14 |
 BABA | 0.01% | 0.89% | $0.98 |
 CDI.PA | 0.01% | 3.26% | $13 |
 RMS.PA | 0.01% | 1.08% | $25 |
 V | 0.01% | 0.73% | $2.01 |
 MA | 0.01% | 0.63% | $2.46 |
 9988.HK | 0% | 0.91% | $0.98 |
 META | 0% | 0.33% | $1 |
 SMSN.L | 0% | 0.35% | $23.68 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
NOG | Pay Day | Jul 31, 2026 | $0.45 |
Performance Metrics
Score 2.2/10
Beta
1.42
1.42
0
0.8
1.2
0
2
Sharpe Ratio
-0.23
-0.23
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.31
-0.31
-1
1
2
3
3
Jensen's Alpha
-20.48
-20.48
-21
0
2
4.5
4.5
Omega Ratio
0.48
0.48
0
1
1.5
2.5
2.5
Treynor Ratio
-0.41
-0.41
-1
0.75
1.25
2
2
Information Ratio
-0.84
-0.84
-1
0.3
0.6
1
1
Calmar Ratio
-0.13
-0.13
-1
0.3
0.6
1
1
Beta
1.42
1.42
0
0.8
1.2
0
2
Sharpe Ratio
-0.23
-0.23
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.31
-0.31
-1
1
2
3
3
Jensen's Alpha
-20.48
-20.48
-21
0
2
4.5
4.5
Omega Ratio
0.48
0.48
0
1
1.5
2.5
2.5
Treynor Ratio
-0.41
-0.41
-1
0.75
1.25
2
2
Information Ratio
-0.84
-0.84
-1
0.3
0.6
1
1
Calmar Ratio
-0.13
-0.13
-1
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
24.68
High:KER.PA
422.76KER.PALow:
ASTS
-41.23ASTSDetails
PEG Ratio
69.53
High:
NOW
471.47NOWLow:ASTS
-368.44ASTSDetails
Price/Book
5.56
High:MA
69.54MALow:
BYND
-14.41BYNDDetails
Price/Sales
4.87
High:ASTS
250.94ASTSLow:VOW3.DE
0.11VOW3.DEDetails
Price/CF
15.44
High:
RIOT
107.94RIOTLow:NOG
2.03NOGDetails
Price/FCF
46.24
High:9988.HK
2,771.019988.HKLow:
PTON
5.48PTONDetails
P/E Ratio
24.68
High:KER.PA
422.76KER.PALow:ASTS
-41.23ASTSDetails
PEG Ratio
69.53
High:NOW
471.47NOWLow:ASTS
-368.44ASTSDetails
Price/Book
5.56
High:MA
69.54MALow:BYND
-14.41BYNDDetails
Price/Sales
4.87
High:ASTS
250.94ASTSLow:VOW3.DE
0.11VOW3.DEDetails
Price/CF
15.44
High:RIOT
107.94RIOTLow:NOG
2.03NOGDetails
Price/FCF
46.24
High:9988.HK
2,771.019988.HKLow:PTON
5.48PTONDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-57.03% | May 2021 | - | 63 |