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+0%
Today
+1.59%
This Month
-8.31%
Year To Date
+40.64%
2 Years
+48.58%
5 Years
+11.4%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services44.18%
- 🛍️ Retail Trade31.73%
- 💻 Electronic Technology20.41%
- ⚡ Utilities1.34%
- ⛏️ Energy Minerals0.75%
- 🪙 Cryptocurrencies0.62%
- 🧪 Process Industries0.43%
- 🪨 Non Energy Minerals0.3%
- 💵 Cash0.26%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq87.92%
- 🇺🇸 NYSE9.11%
- 🇩🇰 Copenhagen Stock Exchange1.34%
- 🇬🇧 LSE0.75%
- 🌍 Digital Currency0.62%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States87.92%
- 🇹🇼 Taiwan8.39%
- 🇩🇰 Denmark1.34%
- 🇬🇧 United Kingdom0.75%
- 🇨🇦 Canada0.43%
- 🇨🇭 Switzerland0.3%
Dividends
Dividend Yield
0.39%
6 out of 11 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $SHEL.L (4.33%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 AAPL | Ex-Dividend | May 12, 2025 | $0.26 |
AAPL | Pay Day | May 15, 2025 | $0.26 |
 MSFT | Ex-Dividend | May 15, 2025 | $0.83 |
 SHEL.L | Ex-Dividend | May 15, 2025 | $0.36 |
 GOOG | Ex-Dividend | Jun 9, 2025 | $0.21 |
MSFT | Pay Day | Jun 12, 2025 | $0.83 |
 TSM | Ex-Dividend | Jun 12, 2025 | $0.68 |
GOOG | Pay Day | Jun 16, 2025 | $0.21 |
SHEL.L | Pay Day | Jun 23, 2025 | $0.36 |
TSM | Pay Day | Jul 10, 2025 | $0.68 |
Performance Metrics
Score 5.1/10
Beta
1.36
1.36
0
0.8
1.2
0
2
Sharpe Ratio
0.38
0.38
0
0.5
1
1.5
1.5
Sortino Ratio
0.6
0.6
0
1
2
3
3
Jensen's Alpha
4.9
4.9
-2
0
2
5
5
Omega Ratio
1.29
1.29
0
1
1.5
2.5
2.5
Treynor Ratio
0.7
0.7
0
0.75
1.25
2
2
Information Ratio
0.31
0.31
0
0.3
0.6
1
1
Calmar Ratio
0.28
0.28
0
0.3
0.6
1
1
Beta
1.36
1.36
0
0.8
1.2
0
2
Sharpe Ratio
0.38
0.38
0
0.5
1
1.5
1.5
Sortino Ratio
0.6
0.6
0
1
2
3
3
Jensen's Alpha
4.9
4.9
-2
0
2
5
5
Omega Ratio
1.29
1.29
0
1
1.5
2.5
2.5
Treynor Ratio
0.7
0.7
0
0.75
1.25
2
2
Information Ratio
0.31
0.31
0
0.3
0.6
1
1
Calmar Ratio
0.28
0.28
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
29.14
High:
MSFT
33.71MSFTLow:
LAC
-14,700LACDetails
PEG Ratio
-21.35
High:MSFT
278.7MSFTLow:LAC
-20,579.99LACDetails
Price/Book
8.7
High:LAC
1,042.55LACLow:
LAR
0.4LARDetails
Price/Sales
5.36
High:MSFT
12.05MSFTLow:LAC
-LACDetails
Price/CF
19.62
High:
TTWO
18,296.3TTWOLow:
SHEL.L
4.53SHEL.LDetails
Price/FCF
54.36
High:TTWO
156.65TTWOLow:SHEL.L
10.74SHEL.LDetails
P/E Ratio
29.14
High:MSFT
33.71MSFTLow:LAC
-14,700LACDetails
PEG Ratio
-21.35
High:MSFT
278.7MSFTLow:LAC
-20,579.99LACDetails
Price/Book
8.7
High:LAC
1,042.55LACLow:LAR
0.4LARDetails
Price/Sales
5.36
High:MSFT
12.05MSFTLow:LAC
-LACDetails
Price/CF
19.62
High:TTWO
18,296.3TTWOLow:SHEL.L
4.53SHEL.LDetails
Price/FCF
54.36
High:TTWO
156.65TTWOLow:SHEL.L
10.74SHEL.LDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-39.57% | Apr 2022 | May 2023 | 13 |
-13.37% | Feb 2025 | - | 4 |
-11.44% | Nov 2021 | Mar 2022 | 4 |
-9.67% | Aug 2023 | Nov 2023 | 3 |
-1.15% | Mar 2024 | May 2024 | 2 |