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-1.32%
This Month
+7.15%
Year To Date
+66.99%
2 Years
+32.45%
5 Years
+32.45%
10 Years
+6.98%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash38.33%
- 🪙 Cryptocurrencies20.57%
- 🖥️ Technology Services18.74%
- 💻 Electronic Technology11.96%
- 💰 Finance5.63%
- 🛍️ Retail Trade3.7%
- 📊 ETFs3.41%
- 💼 Commercial Services2%
- 🚚 Transportation1.68%
- 💇♀️ Consumer Services1.61%
- 🍞 Consumer Non Durables0.81%
- 🧬 Health Technology0.77%
- 🚗 Consumer Durables0.65%
- 🛠️ Producer Manufacturing0.34%
- 🪨 Non Energy Minerals0.06%
- ❓ Other0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq38.05%
- 🌍 Digital Currency20.57%
- 🇺🇸 NYSE11.08%
- 🇩🇰 Copenhagen Stock Exchange0.75%
- 🇩🇪 FRA0.58%
- 🇸🇪 Stockholm Stock Exchange0.42%
- 🇭🇰 Hong Kong Exchanges0.13%
- 🇺🇸 Chicago Board Options Exchange0.1%
- 🇨🇭 SIX0.1%
- 🇫🇮 Helsinki Stock Exchange0.07%
- 🇬🇧 LSE0.06%
- 🇳🇴 Oslo Stock Exchange0%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States39.52%
- 🇳🇱 Netherlands5.1%
- 🇱🇺 Luxembourg1.11%
- 🇩🇰 Denmark0.75%
- 🇩🇪 Germany0.58%
- 🇸🇪 Sweden0.49%
- 🇨🇳 China0.22%
- 🇨🇭 Switzerland0.1%
- 🇨🇦 Canada0.04%
- 🇬🇧 United Kingdom0.01%
- 🇮🇱 Israel0.01%
- 🇳🇴 Norway0%
Dividends
Dividend Yield
0.19%
29 out of 79 instruments pay dividend.
2 dividend payments in the next 30 days.
Highest Dividend: $SHB-A.ST (11.61%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 VOW3.DE | 0.03% | 5.87% | $9.06 |
 ASML | 0.03% | 0.58% | $5.57 |
 NOVO-B.CO | 0.03% | 3.65% | $9.4 |
 CAKE | 0.02% | 2.17% | $1.08 |
 CRM | 0.01% | 0.64% | $0.4 |
 META | 0.01% | 0.33% | $1 |
 MA | 0.01% | 0.55% | $2.46 |
 GOOGL | 0.01% | 0.27% | $0.2 |
 DIS | 0.01% | 0.9% | $0.75 |
 PYPL | 0% | 0.23% | - |
 SWED-A.ST | 0% | 6.98% | $15.15 |
 SHB-A.ST | 0% | 11.61% | $13 |
 MSFT | 0% | 0.73% | $3 |
 SSABAH.HE | 0% | 3.66% | $0.43 |
 INVE-A.ST | 0% | 1.62% | $4.8 |
 SKF-A.ST | 0% | 3.14% | $7.5 |
 ABBN.ZU | 0% | 1.53% | $0.87 |
 HM-B.ST | 0% | 3.75% | $6.5 |
 SHA0.DE | 0% | 3.25% | $0.45 |
 SAND.ST | 0% | 1.97% | $5.5 |
 IBM | 0% | 2.17% | $6.65 |
 VOLV-A.ST | 0% | 2.71% | $7.5 |
 NVDA | 0% | 0.02% | $0.02 |
 GOOG | 0% | 0.27% | $0.2 |
 AAPL | 0% | 0.37% | $0.97 |
 BABA | 0% | 0.67% | $0.98 |
 AZN.L | 0% | 1.81% | $2.28 |
 NAS.OL | 0% | 5.12% | - |
 ACLN.ZU | 0% | 1.97% | $0.85 |
Performance Metrics
Score 3.5/10
Beta
0.92
0.92
0
0.8
1.2
0
2
Sharpe Ratio
0.26
0.26
0
0.5
1
1.5
1.5
Sortino Ratio
0.44
0.44
0
1
2
3
3
Jensen's Alpha
-1.29
-1.29
-2
0
2
4.5
4.5
Omega Ratio
0.91
0.91
0
1
1.5
2.5
2.5
Treynor Ratio
0.52
0.52
0
0.75
1.25
2
2
Information Ratio
-0.12
-0.12
-1
0.3
0.6
1
1
Calmar Ratio
0.18
0.18
0
0.3
0.6
1
1
Beta
0.92
0.92
0
0.8
1.2
0
2
Sharpe Ratio
0.26
0.26
0
0.5
1
1.5
1.5
Sortino Ratio
0.44
0.44
0
1
2
3
3
Jensen's Alpha
-1.29
-1.29
-2
0
2
4.5
4.5
Omega Ratio
0.91
0.91
0
1
1.5
2.5
2.5
Treynor Ratio
0.52
0.52
0
0.75
1.25
2
2
Information Ratio
-0.12
-0.12
-1
0.3
0.6
1
1
Calmar Ratio
0.18
0.18
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
34.12
High:
TSLA
306.67TSLALow:
TEAM
-230.17TEAMDetails
PEG Ratio
117.49
High:
META
462.29METALow:TEAM
-431.44TEAMDetails
Price/Book
10.88
High:
MA
65.12MALow:
VOW3.DE
0.32VOW3.DEDetails
Price/Sales
8.28
High:
NVDA
22.9NVDALow:VOW3.DE
0.17VOW3.DEDetails
Price/CF
25.05
High:
RIOT
107.94RIOTLow:
NAS.OL
2.28NAS.OLDetails
Price/FCF
56.34
High:
SSABAH.HE
347.45SSABAH.HELow:
EMBRACB.ST
5.81EMBRACB.STDetails
P/E Ratio
34.12
High:TSLA
306.67TSLALow:TEAM
-230.17TEAMDetails
PEG Ratio
117.49
High:META
462.29METALow:TEAM
-431.44TEAMDetails
Price/Book
10.88
High:MA
65.12MALow:VOW3.DE
0.32VOW3.DEDetails
Price/Sales
8.28
High:NVDA
22.9NVDALow:VOW3.DE
0.17VOW3.DEDetails
Price/CF
25.05
High:RIOT
107.94RIOTLow:NAS.OL
2.28NAS.OLDetails
Price/FCF
56.34
High:SSABAH.HE
347.45SSABAH.HELow:EMBRACB.ST
5.81EMBRACB.STDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-37.18% | Dec 2021 | Feb 2024 | 26 |
-9.63% | Feb 2025 | May 2025 | 3 |
-7.23% | Nov 2025 | - | 2 |
-6.33% | Apr 2024 | Sep 2024 | 5 |
-1.52% | Dec 2024 | Jan 2025 | 1 |
-0.4% | Aug 2025 | Sep 2025 | 1 |