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-3.26%
This Month
-3.26%
Year To Date
+55.98%
2 Years
+124.55%
5 Years
+153.72%
10 Years
+11.82%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services28.81%
- 💻 Electronic Technology20.42%
- 💰 Finance13.88%
- 📊 ETFs11.45%
- 🚚 Transportation8.77%
- 💵 Cash5.14%
- 🛍️ Retail Trade4.53%
- 💼 Commercial Services3.88%
- 🪙 Cryptocurrencies1.34%
- 🧬 Health Technology1%
- 🚗 Consumer Durables0.45%
- 💇♀️ Consumer Services0.41%
- 🍞 Consumer Non Durables0.25%
- 🧪 Process Industries0.21%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq49.64%
- 🇺🇸 NYSE33.81%
- 🇬🇧 LSE6.53%
- 🇩🇪 FRA2.27%
- 🌍 Digital Currency1.34%
- 🇳🇴 Oslo Stock Exchange1.14%
- 🇭🇰 Hong Kong Exchanges0.48%
- 🇫🇷 Euronext Paris0.19%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States67.14%
- 🇬🇧 United Kingdom6.53%
- 🇩🇪 Germany2.6%
- 🇨🇳 China1.68%
- 🇨🇦 Canada1.26%
- 🇳🇴 Norway1.14%
- 🇯🇵 Japan1.11%
- 🇱🇺 Luxembourg0.76%
- 🇮🇱 Israel0.2%
- 🇫🇷 France0.19%
Dividends
Dividend Yield
0.59%
25 out of 67 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $NAS.OL (5.54%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 IAG.L | 0.1% | 1.98% | - |
 NAS.OL | 0.06% | 5.54% | - |
 ORCL | 0.06% | 1.12% | $1.6 |
 LHA.DE | 0.05% | 3.35% | $0.3 |
 GS | 0.04% | 1.63% | $11 |
 JPM | 0.03% | 1.91% | $4.4 |
 MSFT | 0.03% | 0.77% | $3 |
 BGEO.L | 0.02% | 2.95% | $0.99 |
 TBCG.L | 0.02% | 5.28% | $2.05 |
 1288.HK | 0.02% | 5.02% | $0.25 |
 MS | 0.02% | 2.15% | $3.4 |
 AAPL | 0.02% | 0.42% | $0.97 |
 V | 0.02% | 0.75% | $2.01 |
 GOOG | 0.02% | 0.25% | $0.2 |
 DBK.DE | 0.02% | 2.04% | $0.45 |
 MUFG | 0.01% | 2.22% | $0.23 |
 MA | 0.01% | 0.59% | $2.46 |
 META | 0.01% | 0.33% | $1 |
 NKE | 0.01% | 2.46% | $1.45 |
 PYPL | 0.01% | 0.25% | - |
 EZJ.L | 0% | 2.66% | $0.05 |
 BABA | 0% | 0.58% | $0.98 |
 HWM | 0% | 0.21% | $0.19 |
 NVDA | 0% | 0.02% | $0.02 |
 SONY | 0% | 0.46% | $0.49 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 5.8/10
Beta
1.24
1.24
0
0.8
1.2
0
2
Sharpe Ratio
0.42
0.42
0
0.5
1
1.5
1.5
Sortino Ratio
0.79
0.79
0
1
2
3
3
Jensen's Alpha
10.61
10.61
-2
0
2
11
11
Omega Ratio
1.28
1.28
0
1
1.5
2.5
2.5
Treynor Ratio
1.63
1.63
0
0.75
1.25
2
2
Information Ratio
0.23
0.23
0
0.3
0.6
1
1
Calmar Ratio
0.16
0.16
0
0.3
0.6
1
1
Beta
1.24
1.24
0
0.8
1.2
0
2
Sharpe Ratio
0.42
0.42
0
0.5
1
1.5
1.5
Sortino Ratio
0.79
0.79
0
1
2
3
3
Jensen's Alpha
10.61
10.61
-2
0
2
11
11
Omega Ratio
1.28
1.28
0
1
1.5
2.5
2.5
Treynor Ratio
1.63
1.63
0
0.75
1.25
2
2
Information Ratio
0.23
0.23
0
0.3
0.6
1
1
Calmar Ratio
0.16
0.16
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
34.91
High:
INTC
5,117.92INTCLow:
NET
-571.52NETDetails
PEG Ratio
206.92
High:INTC
5,098.69INTCLow:
NIO
-126.99NIODetails
Price/Book
12.47
High:
GDDY
153.69GDDYLow:
WIX
-15.92WIXDetails
Price/Sales
9.69
High:
PLTR
109.1PLTRLow:
AF.PA
0.1AF.PADetails
Price/CF
28.19
High:PLTR
258.05PLTRLow:AF.PA
0.76AF.PADetails
Price/FCF
53.29
High:BABA
1,196.48BABALow:1288.HK
4.391288.HKDetails
P/E Ratio
34.91
High:INTC
5,117.92INTCLow:NET
-571.52NETDetails
PEG Ratio
206.92
High:INTC
5,098.69INTCLow:NIO
-126.99NIODetails
Price/Book
12.47
High:GDDY
153.69GDDYLow:WIX
-15.92WIXDetails
Price/Sales
9.69
High:PLTR
109.1PLTRLow:AF.PA
0.1AF.PADetails
Price/CF
28.19
High:PLTR
258.05PLTRLow:AF.PA
0.76AF.PADetails
Price/FCF
53.29
High:BABA
1,196.48BABALow:1288.HK
4.391288.HKDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-77.36% | May 2018 | Mar 2021 | 34 |
-41.98% | May 2021 | Aug 2024 | 39 |
-38.14% | Mar 2018 | Apr 2018 | 1 |
-10.52% | Feb 2025 | May 2025 | 3 |
-9.24% | Nov 2025 | - | 3 |
-4.98% | Jan 2018 | Feb 2018 | 1 |
-1.75% | Dec 2024 | Jan 2025 | 1 |