Loading...
-0.41%
This Month
+13.28%
Year To Date
+88.49%
2 Years
+44.94%
5 Years
+44.94%
10 Years
+9.72%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services34.56%
- 💻 Electronic Technology25.84%
- 🪙 Cryptocurrencies8.4%
- 💇♀️ Consumer Services7.57%
- 💵 Cash6.09%
- 🚗 Consumer Durables5.83%
- 🚚 Transportation4.42%
- 💼 Commercial Services3.21%
- ⛏️ Energy Minerals2.34%
- 🧬 Health Technology2.08%
- 🛍️ Retail Trade1.35%
- 🛠️ Producer Manufacturing0.17%
- 🏥 Health Services0.13%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq53.6%
- 🇺🇸 NYSE28.63%
- 🌍 Digital Currency8.4%
- 🇳🇴 Oslo Stock Exchange3.48%
- 🇬🇧 LSE1.8%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States70.27%
- 🇱🇺 Luxembourg7.19%
- 🇳🇴 Norway3.48%
- 🇬🇧 United Kingdom2.34%
- 🇰🇷 South Korea1.8%
- 🇨🇳 China1.52%
- 🇮🇱 Israel0.91%
Dividends
Dividend Yield
0.51%
14 out of 35 instruments pay dividend.
4 dividend payments in the next 30 days.
Highest Dividend: $NAS.OL (5.63%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 NAS.OL | 0.2% | 5.63% | - |
 SHEL | 0.09% | 3.96% | $2.7 |
 ORCL | 0.05% | 0.77% | $1.6 |
 SMSN.L | 0.03% | 1.69% | $23.68 |
 MCO | 0.02% | 0.74% | $3.24 |
 FDX | 0.02% | 2.49% | $5.16 |
 BKNG | 0.02% | 0.68% | $17.5 |
 NYT | 0.02% | 1.05% | $0.46 |
 JD.US | 0.02% | 3.12% | $0.74 |
 BYD | 0.02% | 0.82% | $0.66 |
 CRM | 0.01% | 0.66% | $0.4 |
 DIS | 0.01% | 0.85% | $0.75 |
 BABA | 0.01% | 0.76% | $0.98 |
 NVDA | 0.01% | 0.02% | $0.02 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
FDX | Ex-Dividend | Sep 8, 2025 | $1.45 |
NVDA | Ex-Dividend | Sep 11, 2025 | $0.01 |
BYD | Ex-Dividend | Sep 15, 2025 | $0.18 |
CRM | Ex-Dividend | Sep 17, 2025 | $0.42 |
SHEL | Pay Day | Sep 22, 2025 | $0.72 |
BKNG | Pay Day | Sep 30, 2025 | $9.60 |
FDX | Pay Day | Oct 1, 2025 | $1.45 |
NVDA | Pay Day | Oct 2, 2025 | $0.01 |
CRM | Pay Day | Oct 9, 2025 | $0.42 |
BYD | Pay Day | Oct 15, 2025 | $0.18 |
Performance Metrics
Score 3.2/10
Beta
1.34
1.34
0
0.8
1.2
0
2
Sharpe Ratio
0.33
0.33
0
0.5
1
1.5
1.5
Sortino Ratio
0.5
0.5
0
1
2
3
3
Jensen's Alpha
-5.87
-5.87
-6
0
2
4.5
4.5
Omega Ratio
0.88
0.88
0
1
1.5
2.5
2.5
Treynor Ratio
0.5
0.5
0
0.75
1.25
2
2
Information Ratio
-0.18
-0.18
-1
0.3
0.6
1
1
Calmar Ratio
0.18
0.18
0
0.3
0.6
1
1
Beta
1.34
1.34
0
0.8
1.2
0
2
Sharpe Ratio
0.33
0.33
0
0.5
1
1.5
1.5
Sortino Ratio
0.5
0.5
0
1
2
3
3
Jensen's Alpha
-5.87
-5.87
-6
0
2
4.5
4.5
Omega Ratio
0.88
0.88
0
1
1.5
2.5
2.5
Treynor Ratio
0.5
0.5
0
0.75
1.25
2
2
Information Ratio
-0.18
-0.18
-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
49.48
High:
TSLA
203.17TSLALow:
CRWD
-349.01CRWDDetails
PEG Ratio
455.43
High:
BKNG
7,552.27BKNGLow:
ROKU
-255.85ROKUDetails
Price/Book
24.16
High:
NVDA
40.61NVDALow:
NIO
-74.08NIODetails
Price/Sales
16.65
High:NVDA
24.8NVDALow:
JD.US
0.27JD.USDetails
Price/CF
46.92
High:
CFLT
201.64CFLTLow:
NAS.OL
2.13NAS.OLDetails
Price/FCF
61.77
High:CFLT
516.32CFLTLow:NAS.OL
4.35NAS.OLDetails
P/E Ratio
49.48
High:TSLA
203.17TSLALow:CRWD
-349.01CRWDDetails
PEG Ratio
455.43
High:BKNG
7,552.27BKNGLow:ROKU
-255.85ROKUDetails
Price/Book
24.16
High:NVDA
40.61NVDALow:NIO
-74.08NIODetails
Price/Sales
16.65
High:NVDA
24.8NVDALow:JD.US
0.27JD.USDetails
Price/CF
46.92
High:CFLT
201.64CFLTLow:NAS.OL
2.13NAS.OLDetails
Price/FCF
61.77
High:CFLT
516.32CFLTLow:NAS.OL
4.35NAS.OLDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-47.15% | Nov 2021 | Jun 2024 | 31 |
-14.62% | Dec 2024 | May 2025 | 5 |
-3.39% | Jul 2024 | Sep 2024 | 2 |
-3.33% | Aug 2021 | Oct 2021 | 2 |
-1.28% | Aug 2025 | - | 2 |