Loading...
+0.78%
Today
+5.68%
This Month
+12.1%
Year To Date
+76.47%
2 Years
+96.51%
5 Years
+15%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs15.53%
- 🪙 Cryptocurrencies12.88%
- 🖥️ Technology Services9.6%
- 🚗 Consumer Durables7.99%
- 💻 Electronic Technology5.56%
- 🚚 Transportation1.67%
- 🛍️ Retail Trade1.43%
- 💰 Finance1.35%
- ⛏️ Energy Minerals0.9%
- 🏭 Industrial Services0.78%
- 📡 Communications0.7%
- 💇♀️ Consumer Services0.69%
- 🧬 Health Technology0.65%
- 🛠️ Producer Manufacturing0.58%
- ⚡ Utilities0.58%
- 💵 Cash0.44%
- 💼 Commercial Services0.36%
- 🪨 Non Energy Minerals0.26%
- 💹 Forex0.23%
- 📦 Distribution Services0.12%
- 🧩 Miscellaneous0.05%
- 🧪 Process Industries0.05%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq24.33%
- 🇺🇸 NYSE18.86%
- 🌍 Digital Currency12.88%
- 🇺🇸 Chicago Board Options Exchange1.26%
- 🇮🇹 Borsa Italiana1.2%
- 🇭🇰 Hong Kong Exchanges0.97%
- 🇳🇴 Oslo Stock Exchange0.67%
- 🇸🇪 Stockholm Stock Exchange0.36%
- 🇨🇭 SIX0.36%
- 🇸🇦 Tadawul0.28%
- 🇬🇧 LSE0.27%
- 🌍 FX0.23%
- 🇩🇪 FRA0.14%
- 🇫🇷 Euronext Paris0.09%
- 🇫🇮 Helsinki Stock Exchange0.06%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States25.71%
- 🇸🇬 Singapore1.44%
- 🇨🇳 China1.01%
- 🇬🇷 Greece0.77%
- 🇮🇹 Italy0.6%
- 🇳🇱 Netherlands0.6%
- 🇲🇽 Mexico0.6%
- 🇸🇪 Sweden0.42%
- 🇳🇴 Norway0.38%
- 🇨🇭 Switzerland0.36%
- 🇧🇲 Bermuda0.33%
- 🇸🇦 Saudi Arabia0.28%
- 🇬🇧 United Kingdom0.27%
- 🇨🇦 Canada0.18%
- 🇩🇪 Germany0.14%
- 🇱🇺 Luxembourg0.14%
- 🇫🇷 France0.09%
- 🇮🇱 Israel0.01%
Dividends
Dividend Yield
0.54%
53 out of 99 instruments pay dividend.
6 dividend payments in the next 30 days.
Highest Dividend: $HAUTO.OL (36.05%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 HAUTO.OL | 0.07% | 36.05% | - |
 HDV | 0.04% | 3.5% | - |
 ISP.MI | 0.04% | 6.95% | $0.3 |
 BWLPG.OL | 0.04% | 13.74% | $37.72 |
 DGRO | 0.03% | 2.23% | - |
 WAWI.OL | 0.03% | 14.89% | - |
 INSW | 0.02% | 10.48% | $5.74 |
 SPLV | 0.02% | 1.72% | - |
 SBLK | 0.02% | 7.99% | $1.82 |
 DAC | 0.02% | 3.79% | $3.15 |
 SAOC | 0.02% | 6.74% | $1.87 |
 OVV | 0.02% | 2.98% | $1.2 |
 AMX | 0.02% | 2.99% | $0.53 |
 0390.HK | 0.01% | 5.12% | $0.21 |
 MCD | 0.01% | 2.34% | $6.53 |
 TRGP | 0.01% | 2.08% | $2.25 |
 SGSN.ZU | 0.01% | 3.85% | $3.2 |
 3323.HK | 0.01% | 3.89% | $0.25 |
 AAPL | 0.01% | 0.48% | $0.97 |
 CCOI | 0.01% | 7.95% | $3.84 |
 STMMI.MI | 0.01% | 1.14% | $0.28 |
 PAH3.DE | 0.01% | 5.59% | $2.56 |
 LIT | 0.01% | 1.04% | - |
 1186.HK | 0.01% | 6.06% | $0.35 |
 1800.HK | 0.01% | 6.2% | $0.32 |
 JXN | 0.01% | 3.53% | $2.64 |
 TEP.PA | 0% | 4.9% | $3.85 |
 SOXX | 0% | 0.72% | - |
 SWED-A.ST | 0% | 8.8% | $15.15 |
 SHB-A.ST | 0% | 13.05% | $13 |
 SSABAH.HE | 0% | 4.45% | $0.43 |
 INVE-A.ST | 0% | 1.8% | $4.8 |
 JOE | 0% | 1.13% | $0.48 |
 CVGW | 0% | 3.08% | $0.4 |
 PGRE | 0% | 0.52% | $0.14 |
 ABBN.ZU | 0% | 1.87% | $0.87 |
 HM-B.ST | 0% | 5% | $6.5 |
 SKF-A.ST | 0% | 3.47% | $7.5 |
 SHA0.DE | 0% | 5.21% | $0.45 |
 VBR | 0% | 2.23% | - |
 VWO | 0% | 3.02% | - |
 9988.HK | 0% | 0.91% | $0.98 |
 SAND.ST | 0% | 2.44% | $5.5 |
 IBM | 0% | 2.36% | $6.65 |
 VOLV-A.ST | 0% | 2.94% | $7.5 |
 BOL.ST | 0% | 2.53% | $7.5 |
 MSFT | 0% | 0.66% | $3 |
 NVDA | 0% | 0.02% | $0.02 |
 GOOG | 0% | 0.44% | $0.2 |
 AZN.L | 0% | 2.35% | $2.28 |
 NAS.OL | 0% | 5.05% | - |
 BABA | 0% | 0.89% | $0.98 |
 ACLN.ZU | 0% | -1.93% | $-0.85 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
AMX | Pay Day | Jul 21, 2025 | $0.27 |
CVGW | Pay Day | Jul 30, 2025 | $0.20 |
TRGP | Ex-Dividend | Jul 31, 2025 | $1.00 |
0390.HK | Pay Day | Jul 31, 2025 | $0.02 |
TRGP | Pay Day | Aug 15, 2025 | $1.00 |
1800.HK | Pay Day | Aug 15, 2025 | $0.02 |
1186.HK | Pay Day | Aug 15, 2025 | $0.04 |
MSFT | Ex-Dividend | Aug 21, 2025 | $0.83 |
MSFT | Pay Day | Sep 11, 2025 | $0.83 |
HM-B.ST | Ex-Dividend | Nov 6, 2025 | $0.31 |
HM-B.ST | Pay Day | Nov 12, 2025 | $0.31 |
Performance Metrics
Score 5.7/10
Beta
1.02
1.02
0
0.8
1.2
0
2
Sharpe Ratio
0.53
0.53
0
0.5
1
1.5
1.5
Sortino Ratio
0.94
0.94
0
1
2
3
3
Jensen's Alpha
2.49
2.49
-2
0
2
4.5
4.5
Omega Ratio
1.11
1.11
0
1
1.5
2.5
2.5
Treynor Ratio
1.06
1.06
0
0.75
1.25
2
2
Information Ratio
0.14
0.14
0
0.3
0.6
1
1
Calmar Ratio
0.33
0.33
0
0.3
0.6
1
1
Beta
1.02
1.02
0
0.8
1.2
0
2
Sharpe Ratio
0.53
0.53
0
0.5
1
1.5
1.5
Sortino Ratio
0.94
0.94
0
1
2
3
3
Jensen's Alpha
2.49
2.49
-2
0
2
4.5
4.5
Omega Ratio
1.11
1.11
0
1
1.5
2.5
2.5
Treynor Ratio
1.06
1.06
0
0.75
1.25
2
2
Information Ratio
0.14
0.14
0
0.3
0.6
1
1
Calmar Ratio
0.33
0.33
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
60.97
High:
TSLA
170.91TSLALow:
KROS
-77.28KROSDetails
PEG Ratio
91.25
High:
COIN
1,427.73COINLow:
UDMY
-105.53UDMYDetails
Price/Book
15.26
High:
NVDA
49.65NVDALow:
MCD
-62.02MCDDetails
Price/Sales
9.52
High:
MSTR
247MSTRLow:
1186.HK
0.071186.HKDetails
Price/CF
33.87
High:MSTR
7,511.07MSTRLow:
JXN
1.03JXNDetails
Price/FCF
55.88
High:MSTR
1,187.5MSTRLow:JXN
1.08JXNDetails
P/E Ratio
60.97
High:TSLA
170.91TSLALow:KROS
-77.28KROSDetails
PEG Ratio
91.25
High:COIN
1,427.73COINLow:UDMY
-105.53UDMYDetails
Price/Book
15.26
High:NVDA
49.65NVDALow:MCD
-62.02MCDDetails
Price/Sales
9.52
High:MSTR
247MSTRLow:1186.HK
0.071186.HKDetails
Price/CF
33.87
High:MSTR
7,511.07MSTRLow:JXN
1.03JXNDetails
Price/FCF
55.88
High:MSTR
1,187.5MSTRLow:JXN
1.08JXNDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-41.94% | Nov 2021 | Sep 2024 | 34 |
-13.91% | Feb 2025 | Jun 2025 | 4 |
-8.52% | Apr 2021 | Oct 2021 | 6 |
-2.23% | Dec 2024 | Jan 2025 | 1 |
-1.82% | Oct 2020 | Nov 2020 | 1 |
-0.38% | Feb 2021 | Mar 2021 | 1 |