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+0.43%
Today
+17.72%
This Month
+18.28%
Year To Date
+74.04%
2 Years
+471.02%
5 Years
+9.2%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies58.54%
- 👥 Copy Trading8.55%
- 💻 Electronic Technology6.91%
- 💵 Cash6.53%
- 💰 Finance4.3%
- 🛠️ Producer Manufacturing4.22%
- 🚚 Transportation2.75%
- 🖥️ Technology Services2.58%
- ⛏️ Energy Minerals2.01%
- 🪨 Non Energy Minerals1.6%
- 🍞 Consumer Non Durables1.18%
- 🧪 Process Industries0.99%
- 🧬 Health Technology0.9%
- 🚗 Consumer Durables0.86%
- 💇♀️ Consumer Services0.43%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency58.54%
- 🇺🇸 Nasdaq8.59%
- 🇺🇸 NYSE6.37%
- 🇨🇭 SIX3.85%
- 🇩🇪 FRA2.53%
- 🇬🇧 LSE2.49%
- 🇸🇪 Stockholm Stock Exchange2.11%
- 🇩🇰 Copenhagen Stock Exchange0.9%
- 🇦🇺 Sydney0.9%
- 🇫🇮 Helsinki Stock Exchange0.88%
- 🇳🇴 Oslo Stock Exchange0.76%
- 🇺🇸 Chicago Board Options Exchange0.57%
- 🇮🇹 Borsa Italiana0.06%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States13.66%
- 🇨🇭 Switzerland3.85%
- 🇩🇪 Germany2.54%
- 🇬🇧 United Kingdom2.49%
- 🇸🇪 Sweden2.11%
- 🇩🇰 Denmark0.9%
- 🇦🇺 Australia0.9%
- 🇫🇮 Finland0.88%
- 🇯🇵 Japan0.86%
- 🇸🇬 Singapore0.76%
- 🇨🇦 Canada0.43%
- 🇮🇹 Italy0.06%
Dividends
Dividend Yield
0.52%
21 out of 37 instruments pay dividend.
2 dividend payments in the next 30 days.
Highest Dividend: $BWLPG.OL (13.57%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 BWLPG.OL | 0.1% | 13.57% | $37.72 |
 SCHP.ZU | 0.05% | 2% | $4 |
 CVX | 0.04% | 4.45% | $6.28 |
 RAA.DE | 0.03% | 2.11% | $13.5 |
 PR | 0.03% | 3.86% | $0.21 |
 HEXA-B.ST | 0.03% | 1.48% | $1.53 |
 TM | 0.03% | 3.4% | $4.64 |
 GordonRoth | 0.03% | 0.33% | - |
 NOKIA.HE | 0.03% | 3.16% | $0.13 |
 JBHT | 0.02% | 1.18% | $1.7 |
 III | 0.02% | 0.93% | $0.4 |
 ROCKB.CO | 0.02% | 2.16% | $43 |
 BLK | 0.02% | 1.88% | $20.2 |
 LISP.ZU | 0.01% | 1.11% | $140 |
 DLB | 0.01% | 1.72% | $1.17 |
 COH.ASX | 0.01% | 1.38% | $3.75 |
 MCD | 0.01% | 2.35% | $6.53 |
 LPX | 0.01% | 1.25% | $1 |
 GOOG | 0% | 0.42% | $0.2 |
 AMR | 0% | 0.38% | $1.94 |
 GXI.DE | 0% | 0.08% | $1.25 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
III | Pay Day | Jul 25, 2025 | $0.56 |
 GD (GordonRoth) | Pay Day | Aug 8, 2025 | $1.50 |
 RTX (GordonRoth) | Ex-Dividend | Aug 15, 2025 | $0.68 |
 LMT (GordonRoth) | Ex-Dividend | Sep 2, 2025 | $3.30 |
RTX (GordonRoth) | Pay Day | Sep 4, 2025 | $0.68 |
LMT (GordonRoth) | Pay Day | Sep 26, 2025 | $3.30 |
Performance Metrics
Score 5.4/10
Beta
1.43
1.43
0
0.8
1.2
0
2
Sharpe Ratio
0.34
0.34
0
0.5
1
1.5
1.5
Sortino Ratio
0.73
0.73
0
1
2
3
3
Jensen's Alpha
11.61
11.61
-2
0
2
12
12
Omega Ratio
1.24
1.24
0
1
1.5
2.5
2.5
Treynor Ratio
1.45
1.45
0
0.75
1.25
2
2
Information Ratio
0.22
0.22
0
0.3
0.6
1
1
Calmar Ratio
0.07
0.07
0
0.3
0.6
1
1
Beta
1.43
1.43
0
0.8
1.2
0
2
Sharpe Ratio
0.34
0.34
0
0.5
1
1.5
1.5
Sortino Ratio
0.73
0.73
0
1
2
3
3
Jensen's Alpha
11.61
11.61
-2
0
2
12
12
Omega Ratio
1.24
1.24
0
1
1.5
2.5
2.5
Treynor Ratio
1.45
1.45
0
0.75
1.25
2
2
Information Ratio
0.22
0.22
0
0.3
0.6
1
1
Calmar Ratio
0.07
0.07
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
18.34
High:
QRVO
150.6QRVOLow:
LAC
-16,400LACDetails
PEG Ratio
-7.99
High:
LISP.ZU
4,752.4LISP.ZULow:LAC
-22,959.99LACDetails
Price/Book
2.93
High:LAC
1,228.46LACLow:
MCD
-61.5MCDDetails
Price/Sales
3.4
High:
RIOT
9.96RIOTLow:LAC
-LACDetails
Price/CF
17.91
High:
III
761.59IIILow:
PR
2.84PRDetails
Price/FCF
36.39
High:
COH.ASX
3,068.1COH.ASXLow:
AMR
7.05AMRDetails
P/E Ratio
18.34
High:QRVO
150.6QRVOLow:LAC
-16,400LACDetails
PEG Ratio
-7.99
High:LISP.ZU
4,752.4LISP.ZULow:LAC
-22,959.99LACDetails
Price/Book
2.93
High:LAC
1,228.46LACLow:MCD
-61.5MCDDetails
Price/Sales
3.4
High:RIOT
9.96RIOTLow:LAC
-LACDetails
Price/CF
17.91
High:III
761.59IIILow:PR
2.84PRDetails
Price/FCF
36.39
High:COH.ASX
3,068.1COH.ASXLow:AMR
7.05AMRDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-83.23% | Mar 2018 | Feb 2021 | 35 |
-45.09% | Sep 2021 | Jan 2025 | 40 |
-19.3% | May 2021 | Aug 2021 | 3 |
-15.63% | Feb 2025 | Jul 2025 | 5 |