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-4.28%
This Month
-2.69%
Year To Date
+22.13%
2 Years
+54.05%
5 Years
+20.57%
10 Years
+2.53%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies30.55%
- 💰 Finance20%
- 🍞 Consumer Non Durables11.23%
- 🚚 Transportation8.51%
- 💻 Electronic Technology5.96%
- 🖥️ Technology Services4.45%
- 🛍️ Retail Trade4.2%
- 🚗 Consumer Durables3.1%
- 🧬 Health Technology2.88%
- ⛏️ Energy Minerals2.75%
- 🛠️ Producer Manufacturing2.37%
- 📊 ETFs1.95%
- 📡 Communications1.23%
- 💇♀️ Consumer Services0.82%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency30.55%
- 🇺🇸 NYSE29.66%
- 🇺🇸 Nasdaq18.36%
- 🇬🇧 LSE11.13%
- 🇳🇴 Oslo Stock Exchange5.2%
- 🇫🇷 Euronext Paris4.12%
- 🇨🇭 SIX0.93%
- 🇪🇸 Bolsa De Madrid0.06%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States34.08%
- 🇬🇧 United Kingdom6.17%
- 🇳🇴 Norway5.2%
- 🇯🇵 Japan4.5%
- 🇫🇷 France4.12%
- 🇰🇷 South Korea3%
- 🇧🇷 Brazil2.75%
- 🇺🇾 Uruguay2.64%
- 🇮🇱 Israel2.1%
- 🇨🇦 Canada1.95%
- 🇨🇭 Switzerland0.93%
- 🇪🇸 Spain0.06%
Dividends
Dividend Yield
2.46%
29 out of 51 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $MPCC.OL (9.93%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 MPCC.OL | 0.43% | 9.93% | $5.9 |
 VICI | 0.31% | 5.93% | $1.66 |
 PEP | 0.27% | 3.49% | $5.15 |
 O | 0.26% | 4.92% | $3.09 |
 PBR.A | 0.2% | 7.19% | $2.21 |
 LGEN.L | 0.17% | 8.2% | $0.2 |
 BNP.PA | 0.13% | 5.79% | $4.6 |
 UPS | 0.13% | 5.95% | $6.5 |
 SMFG | 0.06% | 2.16% | $0.29 |
 GAW.L | 0.06% | 2.8% | $5.5 |
 CVS | 0.05% | 3.32% | $2.54 |
 ZURN.ZU | 0.05% | 5.53% | $26 |
 T | 0.05% | 3.87% | $1.11 |
 ABBV | 0.04% | 2.88% | $6.06 |
 MRK | 0.04% | 2.81% | $3.04 |
 IAG.L | 0.04% | 1.82% | - |
 KO | 0.03% | 2.64% | $1.89 |
 MC.PA | 0.02% | 2.56% | $13 |
 SMSN.L | 0.02% | 0.66% | $23.68 |
 OR.PA | 0.02% | 1.91% | $6.6 |
 DE | 0.02% | 1.06% | $5.76 |
 CL | 0.01% | 2.19% | $1.96 |
 NTDOY | 0.01% | 0.99% | $0.24 |
 CM | 0.01% | 2.98% | $2.6 |
 WFC | 0.01% | 2.1% | $1.4 |
 JPM | 0.01% | 1.95% | $4.4 |
 CCL | 0% | 0.54% | - |
 SONY | 0% | 0.48% | $0.49 |
 SAN.MC | 0% | 1.94% | $0.14 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 3.3/10
Beta
1.59
1.59
0
0.8
1.2
0
2
Sharpe Ratio
0.26
0.26
0
0.5
1
1.5
1.5
Sortino Ratio
0.53
0.53
0
1
2
3
3
Jensen's Alpha
-2.31
-2.31
-3
0
2
4.5
4.5
Omega Ratio
1.07
1.07
0
1
1.5
2.5
2.5
Treynor Ratio
0.82
0.82
0
0.75
1.25
2
2
Information Ratio
0.08
0.08
0
0.3
0.6
1
1
Calmar Ratio
0.04
0.04
0
0.3
0.6
1
1
Beta
1.59
1.59
0
0.8
1.2
0
2
Sharpe Ratio
0.26
0.26
0
0.5
1
1.5
1.5
Sortino Ratio
0.53
0.53
0
1
2
3
3
Jensen's Alpha
-2.31
-2.31
-3
0
2
4.5
4.5
Omega Ratio
1.07
1.07
0
1
1.5
2.5
2.5
Treynor Ratio
0.82
0.82
0
0.75
1.25
2
2
Information Ratio
0.08
0.08
0
0.3
0.6
1
1
Calmar Ratio
0.04
0.04
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
22.35
High:
TSLA
377.27TSLALow:SONY
-110.28SONYDetails
PEG Ratio
261.3
High:
NXT.US
1,349.47NXT.USLow:
CSIQ
4.33CSIQDetails
Price/Book
3.1
High:CL
1,413.65CLLow:ABBV
-127.69ABBVDetails
Price/Sales
2.28
High:TSLA
15.15TSLALow:CSIQ
0.2CSIQDetails
Price/CF
10.71
High:TSLA
107.92TSLALow:PBR.A
2.33PBR.ADetails
Price/FCF
28.96
High:PEP
5,797.72PEPLow:BNP.PA
5.28BNP.PADetails
P/E Ratio
22.35
High:TSLA
377.27TSLALow:SONY
-110.28SONYDetails
PEG Ratio
261.3
High:NXT.US
1,349.47NXT.USLow:CSIQ
4.33CSIQDetails
Price/Book
3.1
High:CL
1,413.65CLLow:ABBV
-127.69ABBVDetails
Price/Sales
2.28
High:TSLA
15.15TSLALow:CSIQ
0.2CSIQDetails
Price/CF
10.71
High:TSLA
107.92TSLALow:PBR.A
2.33PBR.ADetails
Price/FCF
28.96
High:PEP
5,797.72PEPLow:BNP.PA
5.28BNP.PADetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-79.37% | Jun 2018 | Apr 2021 | 34 |
-41.58% | Nov 2021 | Nov 2024 | 36 |
-24.24% | Feb 2025 | - | 14 |
-14.6% | May 2021 | Aug 2021 | 3 |
-8.71% | Sep 2021 | Oct 2021 | 1 |