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+1.07%
This Month
+15.5%
Year To Date
+65.65%
2 Years
+47.79%
5 Years
+47.79%
10 Years
+9.63%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services31.69%
- 💻 Electronic Technology28.78%
- 🚗 Consumer Durables7.29%
- 💇♀️ Consumer Services7.11%
- 🪙 Cryptocurrencies6.84%
- 💵 Cash6.18%
- 🚚 Transportation4.7%
- 💼 Commercial Services3.08%
- ⛏️ Energy Minerals2.38%
- 🧬 Health Technology2.35%
- 🛍️ Retail Trade1.43%
- 🛠️ Producer Manufacturing0.15%
- 🏥 Health Services0.13%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq56.65%
- 🇺🇸 NYSE26.36%
- 🌍 Digital Currency6.84%
- 🇳🇴 Oslo Stock Exchange3.59%
- 🇬🇧 LSE2.48%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States72.84%
- 🇱🇺 Luxembourg5.55%
- 🇳🇴 Norway3.59%
- 🇰🇷 South Korea2.48%
- 🇬🇧 United Kingdom2.38%
- 🇨🇳 China1.57%
- 🇮🇱 Israel0.67%
Dividends
Dividend Yield
0.51%
14 out of 35 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $NAS.OL (5.31%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 NAS.OL | 0.19% | 5.31% | - |
 SHEL | 0.09% | 3.85% | $2.7 |
 ORCL | 0.05% | 0.89% | $1.6 |
 SMSN.L | 0.03% | 1.22% | $23.68 |
 MCO | 0.02% | 0.77% | $3.24 |
 FDX | 0.02% | 2.11% | $5.16 |
 BKNG | 0.02% | 0.76% | $17.5 |
 NYT | 0.02% | 1.04% | $0.46 |
 JD.US | 0.02% | 3.3% | $0.74 |
 BYD | 0.02% | 0.87% | $0.66 |
 CRM | 0.01% | 0.67% | $0.4 |
 DIS | 0.01% | 0.95% | $0.75 |
 BABA | 0.01% | 0.66% | $0.98 |
 NVDA | 0.01% | 0.02% | $0.02 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 3.2/10
Beta
1.35
1.35
0
0.8
1.2
0
2
Sharpe Ratio
0.31
0.31
0
0.5
1
1.5
1.5
Sortino Ratio
0.48
0.48
0
1
2
3
3
Jensen's Alpha
-7.03
-7.03
-8
0
2
4.5
4.5
Omega Ratio
0.84
0.84
0
1
1.5
2.5
2.5
Treynor Ratio
0.47
0.47
0
0.75
1.25
2
2
Information Ratio
-0.24
-0.24
-1
0.3
0.6
1
1
Calmar Ratio
0.17
0.17
0
0.3
0.6
1
1
Beta
1.35
1.35
0
0.8
1.2
0
2
Sharpe Ratio
0.31
0.31
0
0.5
1
1.5
1.5
Sortino Ratio
0.48
0.48
0
1
2
3
3
Jensen's Alpha
-7.03
-7.03
-8
0
2
4.5
4.5
Omega Ratio
0.84
0.84
0
1
1.5
2.5
2.5
Treynor Ratio
0.47
0.47
0
0.75
1.25
2
2
Information Ratio
-0.24
-0.24
-1
0.3
0.6
1
1
Calmar Ratio
0.17
0.17
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
47.53
High:
TSLA
298.5TSLALow:
ROKU
-469.6ROKUDetails
PEG Ratio
1,969.31
High:
SHEL
53,697.18SHELLow:ROKU
-559.21ROKUDetails
Price/Book
22.83
High:
SNOW
37.84SNOWLow:
BKNG
-34.43BKNGDetails
Price/Sales
16.56
High:
CRWD
28.86CRWDLow:
JD.US
0.25JD.USDetails
Price/CF
49.2
High:
CFLT
119.48CFLTLow:
NAS.OL
2.28NAS.OLDetails
Price/FCF
62.65
High:
ORCL
348.36ORCLLow:
TDOC
4.96TDOCDetails
P/E Ratio
47.53
High:TSLA
298.5TSLALow:ROKU
-469.6ROKUDetails
PEG Ratio
1,969.31
High:SHEL
53,697.18SHELLow:ROKU
-559.21ROKUDetails
Price/Book
22.83
High:SNOW
37.84SNOWLow:BKNG
-34.43BKNGDetails
Price/Sales
16.56
High:CRWD
28.86CRWDLow:JD.US
0.25JD.USDetails
Price/CF
49.2
High:CFLT
119.48CFLTLow:NAS.OL
2.28NAS.OLDetails
Price/FCF
62.65
High:ORCL
348.36ORCLLow:TDOC
4.96TDOCDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-47.15% | Nov 2021 | Jun 2024 | 31 |
-14.62% | Dec 2024 | May 2025 | 5 |
-8.5% | Nov 2025 | - | 2 |
-3.39% | Jul 2024 | Sep 2024 | 2 |
-3.33% | Aug 2021 | Oct 2021 | 2 |
-0.87% | Aug 2025 | Sep 2025 | 1 |