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0%
Today
+1.76%
This Month
+7.21%
Year To Date
+23.71%
2 Years
+80.31%
5 Years
-8.89%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs13.46%
- 💻 Electronic Technology11.75%
- 🖥️ Technology Services11.67%
- 🚗 Consumer Durables10.13%
- 🛍️ Retail Trade9.96%
- 💵 Cash7%
- 💰 Finance5.5%
- 📡 Communications5.22%
- 💇♀️ Consumer Services4.11%
- 🛠️ Producer Manufacturing3.97%
- ❓ Other3.13%
- 💼 Commercial Services3%
- 🧬 Health Technology2.88%
- 🍞 Consumer Non Durables2.61%
- ⛏️ Energy Minerals2.47%
- 🏥 Health Services1.63%
- 🧪 Process Industries0.9%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE44.1%
- 🇺🇸 Nasdaq24.86%
- 🇩🇪 FRA4.49%
- 🇸🇪 Stockholm Stock Exchange4.32%
- 🇫🇷 Euronext Paris3.42%
- 🌍 Extended Hours Trading3.13%
- 🇫🇮 Helsinki Stock Exchange2.23%
- 🇺🇸 Chicago Board Options Exchange1.87%
- 🇨🇭 SIX1.11%
- 🇬🇧 LSE1.05%
- 🇮🇹 Borsa Italiana0.96%
- 🇳🇴 Oslo Stock Exchange0.85%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States50.92%
- 🇩🇪 Germany4.49%
- 🇸🇪 Sweden4.32%
- 🇫🇷 France3.42%
- 🇨🇭 Switzerland3.17%
- 🇮🇱 Israel2.48%
- 🇫🇮 Finland2.23%
- 🇯🇵 Japan1.47%
- 🇰🇷 South Korea1.05%
- 🇳🇱 Netherlands0.96%
- 🇳🇴 Norway0.85%
- 🇨🇳 China0.45%
Dividends
Dividend Yield
8.08%
43 out of 58 instruments pay dividend.
13 dividend payments in the next 30 days.
Highest Dividend: $FRCB (120000%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 FRCB | 5.8% | 120000% | $1.08 |
 WU | 0.45% | 9.94% | $0.94 |
 TEL2B.ST | 0.15% | 4.43% | $6.9 |
 SCHD | 0.14% | 3.97% | - |
 BMW3.DE | 0.13% | 5.99% | - |
 WBA | 0.12% | 8.89% | $1.46 |
 VOW3.DE | 0.12% | 6.94% | $9.06 |
 BMY | 0.09% | 5.04% | $2.34 |
 T | 0.07% | 3.95% | $1.11 |
 O | 0.05% | 5.65% | $3.09 |
 EQNR.OL | 0.05% | 6.23% | $13.95 |
 MMM | 0.05% | 1.97% | $5.21 |
 MCD | 0.05% | 2.27% | $6.53 |
 AMCR | 0.05% | 5.57% | $0.5 |
 HM-B.ST | 0.04% | 4.97% | $6.5 |
 ROG.ZU | 0.04% | 3.62% | $9.6 |
 INTC | 0.04% | 2.49% | $0.5 |
 CVX | 0.04% | 4.76% | $6.28 |
 NOKIA.HE | 0.04% | 2.73% | $0.13 |
 ICLN | 0.04% | 1.65% | - |
 VFC | 0.04% | 2.83% | $0.57 |
 TEP.PA | 0.04% | 4.59% | $3.85 |
 LEG | 0.03% | 2.2% | $1.43 |
 GM | 0.03% | 1.07% | $0.42 |
 CSCO | 0.03% | 2.45% | $1.58 |
 CMCSA | 0.03% | 3.69% | $1.2 |
 KWEB | 0.03% | 3.17% | - |
 LMT | 0.03% | 2.71% | $12.45 |
 VOO | 0.03% | 1.29% | - |
 SMSN.L | 0.02% | 2.2% | $23.68 |
 DGX | 0.02% | 1.78% | $2.92 |
 EBAY | 0.02% | 1.42% | $1.04 |
 CAT | 0.02% | 1.6% | $5.31 |
 GRMN | 0.02% | 1.74% | $3.71 |
 MC.PA | 0.02% | 2.76% | $13 |
 PUM.DE | 0.02% | 2.82% | $0.82 |
 NESTE.HE | 0.02% | 2.1% | $1.2 |
 INDA | 0.01% | 0.74% | - |
 STMMI.MI | 0.01% | 1.26% | $0.28 |
 GOOG | 0.01% | 0.46% | $0.2 |
 MSFT | 0.01% | 0.69% | $3 |
 SONY | 0.01% | 0.37% | $0.49 |
 AAPL | 0.01% | 0.5% | $0.97 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
GOOG | Ex-Dividend | Jun 9, 2025 | $0.21 |
CVX | Pay Day | Jun 10, 2025 | $1.71 |
VFC | Ex-Dividend | Jun 10, 2025 | $0.09 |
AMCR | Pay Day | Jun 10, 2025 | $0.13 |
MSFT | Pay Day | Jun 12, 2025 | $0.83 |
MMM | Pay Day | Jun 12, 2025 | $0.73 |
EBAY | Pay Day | Jun 13, 2025 | $0.29 |
LEG | Ex-Dividend | Jun 13, 2025 | $0.05 |
O | Pay Day | Jun 13, 2025 | $0.27 |
GOOG | Pay Day | Jun 16, 2025 | $0.21 |
MCD | Pay Day | Jun 16, 2025 | $1.77 |
WU | Ex-Dividend | Jun 16, 2025 | $0.24 |
GRMN | Ex-Dividend | Jun 16, 2025 | $0.90 |
VFC | Pay Day | Jun 18, 2025 | $0.09 |
GM | Pay Day | Jun 19, 2025 | $0.15 |
LMT | Pay Day | Jun 27, 2025 | $3.30 |
GRMN | Pay Day | Jun 27, 2025 | $0.90 |
WU | Pay Day | Jun 30, 2025 | $0.24 |
CMCSA | Ex-Dividend | Jul 2, 2025 | $0.33 |
CSCO | Ex-Dividend | Jul 3, 2025 | $0.41 |
DGX | Ex-Dividend | Jul 7, 2025 | $0.80 |
LEG | Pay Day | Jul 15, 2025 | $0.05 |
DGX | Pay Day | Jul 21, 2025 | $0.80 |
CSCO | Pay Day | Jul 23, 2025 | $0.41 |
CMCSA | Pay Day | Jul 23, 2025 | $0.33 |
EQNR.OL | Ex-Dividend | Aug 18, 2025 | $0.37 |
EQNR.OL | Pay Day | Aug 29, 2025 | $0.37 |
HM-B.ST | Ex-Dividend | Nov 6, 2025 | $0.31 |
HM-B.ST | Pay Day | Nov 12, 2025 | $0.31 |
KWEB | Pay Day | Dec 18, 2025 | $1.02 |
INDA | Pay Day | Dec 20, 2025 | $0.40 |
ICLN | Pay Day | Dec 20, 2025 | $0.00 |
Performance Metrics
Score 2.4/10
Beta
1.34
1.34
0
0.8
1.2
0
2
Sharpe Ratio
0.03
0.03
0
0.5
1
1.5
1.5
Sortino Ratio
0.03
0.03
0
1
2
3
3
Jensen's Alpha
-12.14
-12.14
-13
0
2
4.5
4.5
Omega Ratio
0.71
0.71
0
1
1.5
2.5
2.5
Treynor Ratio
0.07
0.07
0
0.75
1.25
2
2
Information Ratio
-0.3
-0.3
-1
0.3
0.6
1
1
Calmar Ratio
-0.11
-0.11
-1
0.3
0.6
1
1
Beta
1.34
1.34
0
0.8
1.2
0
2
Sharpe Ratio
0.03
0.03
0
0.5
1
1.5
1.5
Sortino Ratio
0.03
0.03
0
1
2
3
3
Jensen's Alpha
-12.14
-12.14
-13
0
2
4.5
4.5
Omega Ratio
0.71
0.71
0
1
1.5
2.5
2.5
Treynor Ratio
0.07
0.07
0
0.75
1.25
2
2
Information Ratio
-0.3
-0.3
-1
0.3
0.6
1
1
Calmar Ratio
-0.11
-0.11
-1
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
25.51
High:
CPNG
205.71CPNGLow:
VFC
-84.56VFCDetails
PEG Ratio
209.96
High:
O
1,959.74OLow:VFC
-89.69VFCDetails
Price/Book
4.89
High:
AAPL
45.61AAPLLow:
NIO
-139.72NIODetails
Price/Sales
3.11
High:
PANW
15.91PANWLow:
FRCB
0FRCBDetails
Price/CF
14.19
High:
TTWO
18,296.3TTWOLow:
UBI.PA
2.04UBI.PADetails
Price/FCF
34.14
High:
AMCR
713.83AMCRLow:UBI.PA
2.14UBI.PADetails
P/E Ratio
25.51
High:CPNG
205.71CPNGLow:VFC
-84.56VFCDetails
PEG Ratio
209.96
High:O
1,959.74OLow:VFC
-89.69VFCDetails
Price/Book
4.89
High:AAPL
45.61AAPLLow:NIO
-139.72NIODetails
Price/Sales
3.11
High:PANW
15.91PANWLow:FRCB
0FRCBDetails
Price/CF
14.19
High:TTWO
18,296.3TTWOLow:UBI.PA
2.04UBI.PADetails
Price/FCF
34.14
High:AMCR
713.83AMCRLow:UBI.PA
2.14UBI.PADetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-75.68% | Mar 2020 | - | 64 |
-6.83% | Aug 2019 | Feb 2020 | 6 |