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+0.08%
Today
+3.01%
This Month
+7.16%
Year To Date
+40.95%
2 Years
-33.33%
5 Years
-70.24%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs64.5%
- 💻 Electronic Technology11.17%
- 🖥️ Technology Services8.21%
- 🛍️ Retail Trade3.85%
- 🪙 Cryptocurrencies3.74%
- 🧬 Health Technology2.79%
- 💰 Finance1.6%
- 💇♀️ Consumer Services1.5%
- 🚚 Transportation1.34%
- ⛏️ Energy Minerals1.19%
- 🧪 Process Industries0.11%
- 💵 Cash0.01%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq43.72%
- 🇺🇸 NYSE40.94%
- 🇺🇸 Chicago Board Options Exchange7%
- 🌍 Digital Currency3.74%
- 🇩🇪 Xetra ETFs3.25%
- 🇳🇴 Oslo Stock Exchange1.34%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States27.48%
- 🇳🇱 Netherlands2.83%
- 🇳🇴 Norway1.34%
- 🇨🇦 Canada0.11%
Dividends
Dividend Yield
1.54%
19 out of 28 instruments pay dividend.
4 dividend payments in the next 30 days.
Highest Dividend: $HAUTO.OL (38.16%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 HAUTO.OL | 0.51% | 38.16% | - |
 XLU | 0.31% | 2.78% | - |
 URA | 0.12% | 2.39% | - |
 SCHD | 0.09% | 3.97% | - |
 FIW.US | 0.08% | 0.71% | - |
 SOXX | 0.07% | 0.72% | - |
 IXUS | 0.06% | 2.92% | - |
 INDA | 0.04% | 0.74% | - |
 LIT | 0.04% | 1.04% | - |
 BLK | 0.03% | 2.08% | $20.2 |
 MSFT | 0.03% | 0.69% | $3 |
 OXY | 0.03% | 2.16% | $0.8 |
 ASML | 0.02% | 0.78% | $5.57 |
 GOOG | 0.02% | 0.46% | $0.2 |
 LLY | 0.02% | 0.73% | $4.86 |
 CIBR | 0.02% | 0.23% | - |
 MU | 0.02% | 0.42% | $0.46 |
 INTC | 0.01% | 2.49% | $0.5 |
 DIS | 0.01% | 0.88% | $0.75 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
GOOG | Ex-Dividend | Jun 9, 2025 | $0.21 |
LLY | Pay Day | Jun 10, 2025 | $1.50 |
OXY | Ex-Dividend | Jun 10, 2025 | $0.24 |
MSFT | Pay Day | Jun 12, 2025 | $0.83 |
GOOG | Pay Day | Jun 16, 2025 | $0.21 |
BLK | Pay Day | Jun 23, 2025 | $5.21 |
DIS | Ex-Dividend | Jun 24, 2025 | $0.50 |
OXY | Pay Day | Jul 15, 2025 | $0.24 |
DIS | Pay Day | Jul 23, 2025 | $0.50 |
IXUS | Pay Day | Dec 20, 2025 | $1.18 |
INDA | Pay Day | Dec 20, 2025 | $0.40 |
Performance Metrics
Score 2.4/10
Beta
1.03
1.03
0
0.8
1.2
0
2
Sharpe Ratio
-0.35
-0.35
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.4
-0.4
-1
1
2
3
3
Jensen's Alpha
-26.17
-26.17
-27
0
2
4.5
4.5
Omega Ratio
0.5
0.5
0
1
1.5
2.5
2.5
Treynor Ratio
-1.51
-1.51
-2
0.75
1.25
2
2
Information Ratio
-0.59
-0.59
-1
0.3
0.6
1
1
Calmar Ratio
-0.99
-0.99
-1
0.3
0.6
1
1
Beta
1.03
1.03
0
0.8
1.2
0
2
Sharpe Ratio
-0.35
-0.35
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.4
-0.4
-1
1
2
3
3
Jensen's Alpha
-26.17
-26.17
-27
0
2
4.5
4.5
Omega Ratio
0.5
0.5
0
1
1.5
2.5
2.5
Treynor Ratio
-1.51
-1.51
-2
0.75
1.25
2
2
Information Ratio
-0.59
-0.59
-1
0.3
0.6
1
1
Calmar Ratio
-0.99
-0.99
-1
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
30.08
High:
AMD
85.17AMDLow:
INTC
-4.49INTCDetails
PEG Ratio
113.24
High:
BLK
504.44BLKLow:
TLRY
-0.72TLRYDetails
Price/Book
7.58
High:
LLY
46.3LLYLow:TLRY
0.14TLRYDetails
Price/Sales
6.26
High:LLY
14.15LLYLow:TLRY
0.45TLRYDetails
Price/CF
18.48
High:LLY
79.83LLYLow:
HAUTO.OL
2.1HAUTO.OLDetails
Price/FCF
52.76
High:
MU
1,171.75MULow:
OXY
16.49OXYDetails
P/E Ratio
30.08
High:AMD
85.17AMDLow:INTC
-4.49INTCDetails
PEG Ratio
113.24
High:BLK
504.44BLKLow:TLRY
-0.72TLRYDetails
Price/Book
7.58
High:LLY
46.3LLYLow:TLRY
0.14TLRYDetails
Price/Sales
6.26
High:LLY
14.15LLYLow:TLRY
0.45TLRYDetails
Price/CF
18.48
High:LLY
79.83LLYLow:HAUTO.OL
2.1HAUTO.OLDetails
Price/FCF
52.76
High:MU
1,171.75MULow:OXY
16.49OXYDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-100.81% | Apr 2016 | - | 111 |