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+4.39%
This Month
+1.28%
Year To Date
+50.25%
2 Years
+18.37%
5 Years
+25.49%
10 Years
+3.04%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies35.92%
- 💰 Finance18.15%
- 🍞 Consumer Non Durables8.71%
- 🚚 Transportation7.71%
- 💻 Electronic Technology5.64%
- 🖥️ Technology Services5.46%
- 🚗 Consumer Durables4.85%
- 🛍️ Retail Trade4.79%
- 🧬 Health Technology2.47%
- 🛠️ Producer Manufacturing2.36%
- 🧩 Miscellaneous2.13%
- 📡 Communications1.05%
- 💇♀️ Consumer Services0.76%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency35.92%
- 🇺🇸 NYSE23.88%
- 🇺🇸 Nasdaq19.32%
- 🇬🇧 LSE11.07%
- 🇳🇴 Oslo Stock Exchange4.94%
- 🇫🇷 Euronext Paris3.9%
- 🇨🇭 SIX0.91%
- 🇪🇸 Bolsa De Madrid0.06%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States30.42%
- 🇬🇧 United Kingdom6.28%
- 🇯🇵 Japan5.38%
- 🇳🇴 Norway4.94%
- 🇫🇷 France3.9%
- 🇺🇾 Uruguay3.36%
- 🇰🇷 South Korea2.94%
- 🇮🇱 Israel2.28%
- 🇨🇦 Canada1.76%
- 🇨🇭 Switzerland0.91%
- 🇪🇸 Spain0.06%
Dividends
Dividend Yield
2.1%
29 out of 49 instruments pay dividend.
12 dividend payments in the next 30 days.
Highest Dividend: $MPCC.OL (10.39%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 MPCC.OL | 0.41% | 10.39% | $5.9 |
 VICI | 0.3% | 6.23% | $1.66 |
 O | 0.25% | 4.98% | $3.09 |
 PEP | 0.21% | 3.63% | $5.15 |
 LGEN.L | 0.17% | 8.09% | $0.2 |
 BNP.PA | 0.13% | 5.56% | $4.6 |
 UPS | 0.11% | 6.13% | $6.5 |
 GAW.L | 0.06% | 2.46% | $5.5 |
 CVS | 0.05% | 3.48% | $2.54 |
 SMFG | 0.05% | 2.11% | $0.29 |
 ZURN.ZU | 0.05% | 5.34% | $26 |
 T | 0.04% | 4.24% | $1.11 |
 IAG.L | 0.04% | 2.12% | - |
 ABBV | 0.04% | 3.3% | $6.06 |
 MRK | 0.04% | 2.84% | $3.04 |
 NTDOY | 0.03% | 1.05% | $0.24 |
 KO | 0.02% | 2.73% | $1.89 |
 MC.PA | 0.02% | 2.66% | $13 |
 OR.PA | 0.02% | 2.05% | $6.6 |
 SMSN.L | 0.02% | 0.58% | $23.68 |
 DE | 0.02% | 1.09% | $5.76 |
 CL | 0.01% | 2.49% | $1.96 |
 CM | 0.01% | 2.74% | $2.6 |
 WFC | 0.01% | 2.13% | $1.4 |
 JPM | 0.01% | 1.86% | $4.4 |
 CCL | 0% | 0.52% | - |
 SONY | 0% | 0.49% | $0.49 |
 SAN.MC | 0% | 1.82% | $0.14 |
 ISF.L | 0% | 0.03% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
CVS | Ex-Dividend | Apr 23, 2026 | $0.67 |
MC.PA | Ex-Dividend | Apr 28, 2026 | $8.60 |
CM | Pay Day | Apr 28, 2026 | $0.78 |
OR.PA | Ex-Dividend | Apr 29, 2026 | $8.55 |
JPM | Pay Day | Apr 30, 2026 | $1.50 |
MC.PA | Pay Day | Apr 30, 2026 | $8.60 |
O | Ex-Dividend | Apr 30, 2026 | $0.27 |
SAN.MC | Ex-Dividend | Apr 30, 2026 | $0.14 |
T | Pay Day | May 1, 2026 | $0.28 |
OR.PA | Pay Day | May 4, 2026 | $8.55 |
CVS | Pay Day | May 4, 2026 | $0.67 |
SAN.MC | Pay Day | May 5, 2026 | $0.14 |
DE | Pay Day | May 8, 2026 | $1.62 |
CL | Pay Day | May 15, 2026 | $0.53 |
ABBV | Pay Day | May 15, 2026 | $1.73 |
O | Pay Day | May 15, 2026 | $0.27 |
BNP.PA | Ex-Dividend | May 18, 2026 | $3.06 |
BNP.PA | Pay Day | May 20, 2026 | $3.06 |
GAW.L | Pay Day | May 27, 2026 | $1.48 |
Performance Metrics
Score 3.4/10
Beta
1.58
1.58
0
0.8
1.2
0
2
Sharpe Ratio
0.25
0.25
0
0.5
1
1.5
1.5
Sortino Ratio
0.51
0.51
0
1
2
3
3
Jensen's Alpha
-1.72
-1.72
-2
0
2
4.5
4.5
Omega Ratio
1.07
1.07
0
1
1.5
2.5
2.5
Treynor Ratio
0.78
0.78
0
0.75
1.25
2
2
Information Ratio
0.08
0.08
0
0.3
0.6
1
1
Calmar Ratio
0.03
0.03
0
0.3
0.6
1
1
Beta
1.58
1.58
0
0.8
1.2
0
2
Sharpe Ratio
0.25
0.25
0
0.5
1
1.5
1.5
Sortino Ratio
0.51
0.51
0
1
2
3
3
Jensen's Alpha
-1.72
-1.72
-2
0
2
4.5
4.5
Omega Ratio
1.07
1.07
0
1
1.5
2.5
2.5
Treynor Ratio
0.78
0.78
0
0.75
1.25
2
2
Information Ratio
0.08
0.08
0
0.3
0.6
1
1
Calmar Ratio
0.03
0.03
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
22.82
High:
TSLA
364.78TSLALow:SONY
-108.83SONYDetails
PEG Ratio
288.66
High:
NXT.US
1,383.54NXT.USLow:T
8.22TDetails
Price/Book
3.16
High:CL
1,273.15CLLow:ABBV
-112.66ABBVDetails
Price/Sales
2.32
High:TSLA
14.65TSLALow:
CSIQ
0.16CSIQDetails
Price/CF
10.69
High:TSLA
107.92TSLALow:MPCC.OL
2.64MPCC.OLDetails
Price/FCF
25.73
High:KO
272.99KOLow:LGEN.L
4.84LGEN.LDetails
P/E Ratio
22.82
High:TSLA
364.78TSLALow:SONY
-108.83SONYDetails
PEG Ratio
288.66
High:NXT.US
1,383.54NXT.USLow:T
8.22TDetails
Price/Book
3.16
High:CL
1,273.15CLLow:ABBV
-112.66ABBVDetails
Price/Sales
2.32
High:TSLA
14.65TSLALow:CSIQ
0.16CSIQDetails
Price/CF
10.69
High:TSLA
107.92TSLALow:MPCC.OL
2.64MPCC.OLDetails
Price/FCF
25.73
High:KO
272.99KOLow:LGEN.L
4.84LGEN.LDetails
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 | - | 15 |
-14.6% | May 2021 | Aug 2021 | 3 |
-8.71% | Sep 2021 | Oct 2021 | 1 |