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-0.01%
Today
+2.44%
This Month
+10.41%
Year To Date
+23.28%
2 Years
+84.22%
5 Years
-8.3%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs13.08%
- 🖥️ Technology Services12.14%
- 💻 Electronic Technology11.86%
- 🚗 Consumer Durables11.08%
- 🛍️ Retail Trade9.36%
- 📡 Communications5.17%
- 💰 Finance4.75%
- ⛏️ Energy Minerals4.63%
- ❓ Other4.42%
- 🍞 Consumer Non Durables4.31%
- 💇♀️ Consumer Services4.21%
- 🛠️ Producer Manufacturing4.17%
- 💼 Commercial Services2.92%
- 🧬 Health Technology2.68%
- 💵 Cash1.84%
- 🏥 Health Services1.51%
- 🪙 Cryptocurrencies0.9%
- 🧪 Process Industries0.9%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE44.97%
- 🇺🇸 Nasdaq26.02%
- 🇩🇪 FRA5.42%
- 🌍 Extended Hours Trading4.42%
- 🇸🇪 Stockholm Stock Exchange4.36%
- 🇫🇷 Euronext Paris3.91%
- 🇫🇮 Helsinki Stock Exchange2.25%
- 🇺🇸 Chicago Board Options Exchange1.82%
- 🇬🇧 LSE1.1%
- 🇮🇹 Borsa Italiana1.05%
- 🇨🇭 SIX1.01%
- 🌍 Digital Currency0.9%
- 🇳🇴 Oslo Stock Exchange0.86%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States52.7%
- 🇩🇪 Germany5.42%
- 🇸🇪 Sweden4.36%
- 🇫🇷 France3.91%
- 🇨🇭 Switzerland3.15%
- 🇮🇱 Israel3.07%
- 🇫🇮 Finland2.25%
- 🇯🇵 Japan1.29%
- 🇰🇷 South Korea1.1%
- 🇳🇱 Netherlands1.05%
- 🇳🇴 Norway0.86%
- 🇨🇳 China0.54%
Dividends
Dividend Yield
4.29%
44 out of 60 instruments pay dividend.
6 dividend payments in the next 30 days.
Highest Dividend: $FRCB (72000%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 FRCB | 2.06% | 72000% | $1.08 |
 WU | 0.44% | 11.6% | $0.94 |
 TEL2B.ST | 0.15% | 4.22% | $6.9 |
 SCHD | 0.14% | 3.97% | - |
 BMW3.DE | 0.13% | 5.59% | - |
 VOW3.DE | 0.11% | 7.07% | $9.06 |
 BMY | 0.09% | 5.27% | $2.34 |
 CVX | 0.08% | 4.46% | $6.28 |
 T | 0.07% | 4.05% | $1.11 |
 O | 0.05% | 5.65% | $3.09 |
 EQNR.OL | 0.05% | 5.88% | $13.95 |
 MMM | 0.05% | 1.87% | $5.21 |
 MCD | 0.05% | 2.36% | $6.53 |
 AMCR | 0.05% | 5.39% | $0.5 |
 HM-B.ST | 0.04% | 4.81% | $6.5 |
 MC.PA | 0.04% | 2.79% | $13 |
 PUM.DE | 0.04% | 2.72% | $0.82 |
 ICLN | 0.04% | 1.65% | - |
 ROG.ZU | 0.04% | 3.82% | $9.6 |
 INTC | 0.04% | 2.15% | $0.5 |
 NOKIA.HE | 0.04% | 3.2% | $0.13 |
 VFC | 0.04% | 2.89% | $0.57 |
 TEP.PA | 0.04% | 4.96% | $3.85 |
 LEG | 0.03% | 2.02% | $1.43 |
 CSCO | 0.03% | 2.37% | $1.58 |
 GM | 0.03% | 0.96% | $0.42 |
 CMCSA | 0.03% | 3.66% | $1.2 |
 KWEB | 0.03% | 3.09% | - |
 LMT | 0.03% | 2.87% | $12.45 |
 VOO | 0.03% | 1.29% | - |
 DGX | 0.02% | 1.86% | $2.92 |
 SMSN.L | 0.02% | 1.98% | $23.68 |
 CAT | 0.02% | 1.4% | $5.31 |
 EBAY | 0.02% | 1.42% | $1.04 |
 GRMN | 0.02% | 1.59% | $3.71 |
 WBA | 0.02% | 4.34% | $1.46 |
 OXY | 0.02% | 2.14% | $0.8 |
 NESTE.HE | 0.02% | 1.56% | $1.2 |
 INDA | 0.01% | 0.74% | - |
 STMMI.MI | 0.01% | 1.11% | $0.28 |
 GOOG | 0.01% | 0.42% | $0.2 |
 MSFT | 0.01% | 0.65% | $3 |
 SONY | 0.01% | 0.4% | $0.49 |
 AAPL | 0.01% | 0.48% | $0.97 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
CSCO | Pay Day | Jul 23, 2025 | $0.41 |
CMCSA | Pay Day | Jul 23, 2025 | $0.33 |
T | Pay Day | Aug 1, 2025 | $0.28 |
BMY | Pay Day | Aug 1, 2025 | $0.62 |
O | Ex-Dividend | Aug 1, 2025 | $0.27 |
O | Pay Day | Aug 15, 2025 | $0.27 |
EQNR.OL | Ex-Dividend | Aug 18, 2025 | $0.37 |
CAT | Pay Day | Aug 20, 2025 | $1.51 |
MSFT | Ex-Dividend | Aug 21, 2025 | $0.83 |
EQNR.OL | Pay Day | Aug 29, 2025 | $0.37 |
LMT | Ex-Dividend | Sep 2, 2025 | $3.30 |
MSFT | Pay Day | Sep 11, 2025 | $0.83 |
GRMN | Ex-Dividend | Sep 12, 2025 | $0.90 |
LMT | Pay Day | Sep 26, 2025 | $3.30 |
GRMN | Pay Day | Sep 26, 2025 | $0.90 |
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 | $0.00 |
INDA | Pay Day | Dec 20, 2025 | $0.00 |
Performance Metrics
Score 2.4/10
Beta
1.33
1.33
0
0.8
1.2
0
2
Sharpe Ratio
0.04
0.04
0
0.5
1
1.5
1.5
Sortino Ratio
0.04
0.04
0
1
2
3
3
Jensen's Alpha
-12.53
-12.53
-13
0
2
4.5
4.5
Omega Ratio
0.7
0.7
0
1
1.5
2.5
2.5
Treynor Ratio
0.09
0.09
0
0.75
1.25
2
2
Information Ratio
-0.31
-0.31
-1
0.3
0.6
1
1
Calmar Ratio
-0.11
-0.11
-1
0.3
0.6
1
1
Beta
1.33
1.33
0
0.8
1.2
0
2
Sharpe Ratio
0.04
0.04
0
0.5
1
1.5
1.5
Sortino Ratio
0.04
0.04
0
1
2
3
3
Jensen's Alpha
-12.53
-12.53
-13
0
2
4.5
4.5
Omega Ratio
0.7
0.7
0
1
1.5
2.5
2.5
Treynor Ratio
0.09
0.09
0
0.75
1.25
2
2
Information Ratio
-0.31
-0.31
-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
26.8
High:
CPNG
226.97CPNGLow:
VFC
-82.83VFCDetails
PEG Ratio
190.46
High:
O
1,973.24OLow:VFC
-87.86VFCDetails
Price/Book
5.02
High:
AAPL
47.52AAPLLow:
NIO
-173.98NIODetails
Price/Sales
3.35
High:
PANW
15.93PANWLow:
FRCB
0FRCBDetails
Price/CF
14.12
High:
TTWO
18,296.3TTWOLow:
UBI.PA
1.45UBI.PADetails
Price/FCF
34.82
High:
AMCR
713.83AMCRLow:UBI.PA
1.49UBI.PADetails
P/E Ratio
26.8
High:CPNG
226.97CPNGLow:VFC
-82.83VFCDetails
PEG Ratio
190.46
High:O
1,973.24OLow:VFC
-87.86VFCDetails
Price/Book
5.02
High:AAPL
47.52AAPLLow:NIO
-173.98NIODetails
Price/Sales
3.35
High:PANW
15.93PANWLow:FRCB
0FRCBDetails
Price/CF
14.12
High:TTWO
18,296.3TTWOLow:UBI.PA
1.45UBI.PADetails
Price/FCF
34.82
High:AMCR
713.83AMCRLow:UBI.PA
1.49UBI.PADetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-75.68% | Mar 2020 | - | 65 |
-6.83% | Aug 2019 | Feb 2020 | 6 |