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+0.46%
This Month
-5.83%
Year To Date
+31.76%
2 Years
+39.46%
5 Years
+39.46%
10 Years
+7.67%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology31.38%
- 🖥️ Technology Services29.31%
- 💇♀️ Consumer Services7.7%
- 🚗 Consumer Durables6.8%
- 💵 Cash6.27%
- 🪙 Cryptocurrencies5.35%
- 🚚 Transportation4.98%
- 💼 Commercial Services3.16%
- ⛏️ Energy Minerals2.87%
- 🧬 Health Technology2.5%
- 🛍️ Retail Trade1.3%
- 🛠️ Producer Manufacturing0.17%
- 🏥 Health Services0.09%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq56.05%
- 🇺🇸 NYSE26.25%
- 🌍 Digital Currency5.35%
- 🇬🇧 LSE4.53%
- 🇳🇴 Oslo Stock Exchange3.43%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States71.38%
- 🇱🇺 Luxembourg5.98%
- 🇰🇷 South Korea4.53%
- 🇳🇴 Norway3.43%
- 🇬🇧 United Kingdom2.87%
- 🇨🇳 China1.44%
- 🇮🇱 Israel0.63%
Dividends
Dividend Yield
0.55%
14 out of 35 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $NAS.OL (5.71%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 NAS.OL | 0.2% | 5.71% | - |
 SHEL | 0.1% | 3.5% | $2.7 |
 ORCL | 0.06% | 1.31% | $1.6 |
 SMSN.L | 0.03% | 0.66% | $23.68 |
 MCO | 0.03% | 0.82% | $3.24 |
 BKNG | 0.02% | 0.93% | $17.5 |
 FDX | 0.02% | 1.52% | $5.16 |
 NYT | 0.02% | 0.95% | $0.46 |
 JD.US | 0.02% | 3.93% | $0.74 |
 BYD | 0.02% | 0.9% | $0.66 |
 DIS | 0.01% | 1.46% | $0.75 |
 CRM | 0.01% | 0.87% | $0.4 |
 BABA | 0.01% | 0.79% | $0.98 |
 NVDA | 0.01% | 0.02% | $0.02 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 3/10
Beta
1.35
1.35
0
0.8
1.2
0
2
Sharpe Ratio
0.25
0.25
0
0.5
1
1.5
1.5
Sortino Ratio
0.39
0.39
0
1
2
3
3
Jensen's Alpha
-7.83
-7.83
-8
0
2
4.5
4.5
Omega Ratio
0.8
0.8
0
1
1.5
2.5
2.5
Treynor Ratio
0.37
0.37
0
0.75
1.25
2
2
Information Ratio
-0.31
-0.31
-1
0.3
0.6
1
1
Calmar Ratio
0.14
0.14
0
0.3
0.6
1
1
Beta
1.35
1.35
0
0.8
1.2
0
2
Sharpe Ratio
0.25
0.25
0
0.5
1
1.5
1.5
Sortino Ratio
0.39
0.39
0
1
2
3
3
Jensen's Alpha
-7.83
-7.83
-8
0
2
4.5
4.5
Omega Ratio
0.8
0.8
0
1
1.5
2.5
2.5
Treynor Ratio
0.37
0.37
0
0.75
1.25
2
2
Information Ratio
-0.31
-0.31
-1
0.3
0.6
1
1
Calmar Ratio
0.14
0.14
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
39.39
High:
TSLA
377.27TSLALow:
CRWD
-322.68CRWDDetails
PEG Ratio
70.29
High:NYT
214.76NYTLow:
CFLT
-179.1CFLTDetails
Price/Book
18.14
High:NVDA
28.28NVDALow:BKNG
-24.32BKNGDetails
Price/Sales
14.52
High:CRWD
22.44CRWDLow:JD.US
0.21JD.USDetails
Price/CF
39.51
High:CFLT
165.55CFLTLow:NAS.OL
2.71NAS.OLDetails
Price/FCF
56.47
High:BABA
1,196.17BABALow:
TDOC
4.42TDOCDetails
P/E Ratio
39.39
High:TSLA
377.27TSLALow:CRWD
-322.68CRWDDetails
PEG Ratio
70.29
High:NYT
214.76NYTLow:CFLT
-179.1CFLTDetails
Price/Book
18.14
High:NVDA
28.28NVDALow:BKNG
-24.32BKNGDetails
Price/Sales
14.52
High:CRWD
22.44CRWDLow:JD.US
0.21JD.USDetails
Price/CF
39.51
High:CFLT
165.55CFLTLow:NAS.OL
2.71NAS.OLDetails
Price/FCF
56.47
High:BABA
1,196.17BABALow:TDOC
4.42TDOCDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-47.15% | Nov 2021 | Jun 2024 | 31 |
-14.62% | Dec 2024 | May 2025 | 5 |
-13.13% | Nov 2025 | - | 5 |
-3.39% | Jul 2024 | Sep 2024 | 2 |
-3.33% | Aug 2021 | Oct 2021 | 2 |
-0.87% | Aug 2025 | Sep 2025 | 1 |