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+2.98%
This Month
+2.98%
Year To Date
+73.07%
2 Years
+110.05%
5 Years
+27.59%
10 Years
+3.38%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies30.61%
- 💰 Finance18.25%
- 🍞 Consumer Non Durables9.76%
- 🚚 Transportation7.62%
- 💻 Electronic Technology6.49%
- 🖥️ Technology Services4.66%
- 🪨 Non Energy Minerals3.37%
- 🛍️ Retail Trade3.34%
- 🚗 Consumer Durables3.15%
- 🧬 Health Technology2.66%
- 🛠️ Producer Manufacturing2.59%
- ⛏️ Energy Minerals2.29%
- 💵 Cash1.94%
- 📊 ETFs1.74%
- 📡 Communications0.93%
- 💇♀️ Consumer Services0.77%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency30.61%
- 🇺🇸 NYSE29.19%
- 🇺🇸 Nasdaq17.58%
- 🇬🇧 LSE11.44%
- 🇳🇴 Oslo Stock Exchange4.03%
- 🇫🇷 Euronext Paris3.98%
- 🇨🇭 SIX0.76%
- 🇪🇸 Bolsa De Madrid0.65%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States33.86%
- 🇬🇧 United Kingdom6.3%
- 🇯🇵 Japan4.51%
- 🇳🇴 Norway4.03%
- 🇫🇷 France3.98%
- 🇰🇷 South Korea3.4%
- 🇺🇾 Uruguay2.39%
- 🇧🇷 Brazil2.29%
- 🇨🇦 Canada2.12%
- 🇮🇱 Israel1.59%
- 🇨🇭 Switzerland0.76%
- 🇪🇸 Spain0.65%
Dividends
Dividend Yield
2.44%
32 out of 54 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $MPCC.OL (15.53%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 MPCC.OL | 0.5% | 15.53% | $5.9 |
 VICI | 0.26% | 6.17% | $1.66 |
 PEP | 0.25% | 3.84% | $5.15 |
 O | 0.25% | 5.24% | $3.09 |
 PBR.A | 0.21% | 9.24% | $2.21 |
 LGEN.L | 0.16% | 8.22% | $0.2 |
 UPS | 0.13% | 6.2% | $6.5 |
 BNP.PA | 0.13% | 5.82% | $4.6 |
 SMFG | 0.06% | 2.15% | $0.29 |
 GAW.L | 0.05% | 2.67% | $5.5 |
 IAG.L | 0.05% | 2.05% | - |
 T | 0.04% | 4.75% | $1.11 |
 ZURN.ZU | 0.04% | 5.02% | $26 |
 MRK | 0.04% | 3.04% | $3.04 |
 ABBV | 0.04% | 3.12% | $6.06 |
 CVS | 0.03% | 3.34% | $2.54 |
 SMSN.L | 0.03% | 0.84% | $23.68 |
 NEM | 0.03% | 0.83% | $1.3 |
 KO | 0.02% | 2.86% | $1.89 |
 MC.PA | 0.02% | 2.23% | $13 |
 OR.PA | 0.02% | 1.81% | $6.6 |
 DE | 0.02% | 1.28% | $5.76 |
 CL | 0.01% | 2.46% | $1.96 |
 SAN.MC | 0.01% | 1.77% | $0.14 |
 NTDOY | 0.01% | 0.86% | $0.24 |
 WFC | 0.01% | 1.95% | $1.4 |
 CM | 0.01% | 3.06% | $2.6 |
 JPM | 0.01% | 1.91% | $4.4 |
 CAT | 0.01% | 0.94% | $5.31 |
 CCL | 0% | 0.53% | - |
 SONY | 0% | 0.44% | $0.49 |
 GOOG | 0% | 0.26% | $0.2 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 3.3/10
Beta
1.6
1.6
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
-2.6
-2.6
-3
0
2
4.5
4.5
Omega Ratio
1.07
1.07
0
1
1.5
2.5
2.5
Treynor Ratio
0.83
0.83
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
1.6
1.6
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
-2.6
-2.6
-3
0
2
4.5
4.5
Omega Ratio
1.07
1.07
0
1
1.5
2.5
2.5
Treynor Ratio
0.83
0.83
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
23.82
High:
TSLA
280.13TSLALow:
NEL.OL
-8.53NEL.OLDetails
PEG Ratio
499.44
High:O
3,157.55OLow:NEM
3.55NEMDetails
Price/Book
3.6
High:CL
80.46CLLow:ABBV
-143.18ABBVDetails
Price/Sales
2.96
High:
ISRG
19.85ISRGLow:
CSIQ
0.24CSIQDetails
Price/CF
11.85
High:TSLA
99.57TSLALow:PBR.A
2.33PBR.ADetails
Price/FCF
33.6
High:PEP
5,253.35PEPLow:BNP.PA
5.28BNP.PADetails
P/E Ratio
23.82
High:TSLA
280.13TSLALow:NEL.OL
-8.53NEL.OLDetails
PEG Ratio
499.44
High:O
3,157.55OLow:NEM
3.55NEMDetails
Price/Book
3.6
High:CL
80.46CLLow:ABBV
-143.18ABBVDetails
Price/Sales
2.96
High:ISRG
19.85ISRGLow:CSIQ
0.24CSIQDetails
Price/CF
11.85
High:TSLA
99.57TSLALow:PBR.A
2.33PBR.ADetails
Price/FCF
33.6
High:PEP
5,253.35PEPLow: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 | - | 12 |
-14.6% | May 2021 | Aug 2021 | 3 |
-8.71% | Sep 2021 | Oct 2021 | 1 |