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+0.78%
This Month
+5.75%
Year To Date
+25.52%
2 Years
-33.97%
5 Years
-33.97%
10 Years
-9.3%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies25.77%
- 📊 ETFs19.96%
- 🍞 Consumer Non Durables10.16%
- 🖥️ Technology Services6.47%
- 🚚 Transportation5.66%
- 🚗 Consumer Durables5.35%
- 💻 Electronic Technology4.81%
- 🛍️ Retail Trade4.71%
- 💇♀️ Consumer Services4.13%
- 💼 Commercial Services3.38%
- ⛏️ Energy Minerals2.96%
- 💵 Cash2.66%
- 🏭 Industrial Services1.3%
- 💰 Finance0.66%
- 📡 Communications0.59%
- 🏥 Health Services0.4%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE27.4%
- 🌍 Digital Currency25.77%
- 🇺🇸 Nasdaq23.31%
- 🇫🇷 Euronext Paris6.45%
- 🇳🇴 Oslo Stock Exchange5.23%
- 🇩🇪 Xetra ETFs3.76%
- 🇩🇪 FRA2.81%
- 🇬🇧 LSE0.92%
- 🇸🇦 Tadawul0.67%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States25.67%
- 🇫🇷 France6.45%
- 🇳🇴 Norway3.94%
- 🇨🇳 China3.21%
- 🇩🇪 Germany2.81%
- 🇮🇱 Israel2.66%
- 🇸🇬 Singapore2.6%
- 🇺🇾 Uruguay1.17%
- 🇰🇷 South Korea0.92%
- 🇸🇦 Saudi Arabia0.67%
- 🇧🇷 Brazil0.5%
Dividends
Dividend Yield
1.76%
26 out of 79 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $ZIM (20.98%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 MPCC.OL | 0.49% | 18.55% | $5.9 |
 ZIM | 0.21% | 20.98% | $0.23 |
 NORAM.OL | 0.19% | 14.62% | - |
 BWLPG.OL | 0.15% | 11.4% | $37.72 |
 NOG | 0.13% | 7.31% | $1.58 |
 VOW3.DE | 0.12% | 6.07% | $9.06 |
 MBG.DE | 0.06% | 7.09% | $5.3 |
 UPS | 0.05% | 6.98% | $6.5 |
 PBR.A | 0.05% | 9.39% | $2.21 |
 KER.PA | 0.05% | 1.77% | $14 |
 NKE | 0.04% | 2.45% | $1.45 |
 TGT | 0.04% | 4.95% | $4.42 |
 CVS | 0.03% | 3.49% | $2.54 |
 OR.PA | 0.02% | 1.91% | $6.6 |
 CDI.PA | 0.02% | 2.33% | $13 |
 SBUX | 0.02% | 2.89% | $2.24 |
 MC.PA | 0.02% | 2.08% | $13 |
 PG | 0.02% | 2.87% | $3.83 |
 SMSN.L | 0.01% | 1.18% | $23.68 |
 UNH | 0.01% | 2.62% | $7.74 |
 RMS.PA | 0.01% | 1.22% | $25 |
 PYPL | 0.01% | 0.23% | - |
 V | 0% | 0.75% | $2.01 |
 META | 0% | 0.31% | $1 |
 BABA | 0% | 0.65% | $0.98 |
 MSFT | 0% | 0.72% | $3 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
MSFT | Pay Day | Dec 11, 2025 | $0.91 |
Performance Metrics
Score 2.2/10
Beta
1.49
1.49
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
-21.18
-21.18
-22
0
2
4.5
4.5
Omega Ratio
0.49
0.49
0
1
1.5
2.5
2.5
Treynor Ratio
-0.4
-0.4
-1
0.75
1.25
2
2
Information Ratio
-0.82
-0.82
-1
0.3
0.6
1
1
Calmar Ratio
-0.14
-0.14
-1
0.3
0.6
1
1
Beta
1.49
1.49
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
-21.18
-21.18
-22
0
2
4.5
4.5
Omega Ratio
0.49
0.49
0
1
1.5
2.5
2.5
Treynor Ratio
-0.4
-0.4
-1
0.75
1.25
2
2
Information Ratio
-0.82
-0.82
-1
0.3
0.6
1
1
Calmar Ratio
-0.14
-0.14
-1
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
27.39
High:
CVS
200.55CVSLow:
ASTS
-58.34ASTSDetails
PEG Ratio
298.63
High:
RMS.PA
9,116.3RMS.PALow:ASTS
-139.92ASTSDetails
Price/Book
4.18
High:
NIO
20.36NIOLow:
SBUX
-11.94SBUXDetails
Price/Sales
2.56
High:ASTS
1,069.62ASTSLow:
VOW3.DE
0.16VOW3.DEDetails
Price/CF
14.12
High:RMS.PA
45.67RMS.PALow:
ZIM
0.61ZIMDetails
Price/FCF
35.99
High:SBUX
1,256.06SBUXLow:ZIM
1.1ZIMDetails
P/E Ratio
27.39
High:CVS
200.55CVSLow:ASTS
-58.34ASTSDetails
PEG Ratio
298.63
High:RMS.PA
9,116.3RMS.PALow:ASTS
-139.92ASTSDetails
Price/Book
4.18
High:NIO
20.36NIOLow:SBUX
-11.94SBUXDetails
Price/Sales
2.56
High:ASTS
1,069.62ASTSLow:VOW3.DE
0.16VOW3.DEDetails
Price/CF
14.12
High:RMS.PA
45.67RMS.PALow:ZIM
0.61ZIMDetails
Price/FCF
35.99
High:SBUX
1,256.06SBUXLow:ZIM
1.1ZIMDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-57.03% | May 2021 | - | 56 |