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-0.26%
This Month
-5.94%
Year To Date
+63.23%
2 Years
+184.07%
5 Years
+31.72%
10 Years
+3.87%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies34.55%
- 💰 Finance17.85%
- 🍞 Consumer Non Durables11.31%
- 🚚 Transportation8.37%
- 💻 Electronic Technology6.76%
- 🪨 Non Energy Minerals3.77%
- 🖥️ Technology Services3.46%
- 🧬 Health Technology2.62%
- 🚗 Consumer Durables2.52%
- 🛍️ Retail Trade2.51%
- 📊 ETFs1.87%
- 🛠️ Producer Manufacturing1.43%
- 📡 Communications1.13%
- ⛏️ Energy Minerals1.08%
- 💇♀️ Consumer Services0.76%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency34.55%
- 🇺🇸 NYSE26.48%
- 🇺🇸 Nasdaq16.74%
- 🇬🇧 LSE12.55%
- 🇳🇴 Oslo Stock Exchange4.18%
- 🇫🇷 Euronext Paris3.96%
- 🇨🇭 SIX0.87%
- 🇪🇸 Bolsa De Madrid0.67%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States31.17%
- 🇬🇧 United Kingdom7.78%
- 🇳🇴 Norway4.18%
- 🇫🇷 France3.96%
- 🇯🇵 Japan3.8%
- 🇰🇷 South Korea2.89%
- 🇨🇦 Canada2.88%
- 🇺🇾 Uruguay2.24%
- 🇮🇱 Israel1.68%
- 🇧🇷 Brazil1.08%
- 🇨🇭 Switzerland0.87%
- 🇪🇸 Spain0.67%
- 🇧🇪 Belgium0.37%
Dividends
Dividend Yield
2.58%
32 out of 56 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $MPCC.OL (18.55%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 MPCC.OL | 0.68% | 18.55% | $5.9 |
 PEP | 0.29% | 3.88% | $5.15 |
 O | 0.27% | 5.51% | $3.09 |
 VICI | 0.19% | 6.24% | $1.66 |
 LGEN.L | 0.18% | 8.58% | $0.2 |
 UPS | 0.16% | 6.98% | $6.5 |
 BNP.PA | 0.14% | 6.52% | $4.6 |
 PBR.A | 0.1% | 9.39% | $2.21 |
 SMFG | 0.08% | 2.39% | $0.29 |
 IAG.L | 0.05% | 2.2% | - |
 GAW.L | 0.05% | 2.15% | $5.5 |
 T | 0.05% | 4.39% | $1.11 |
 ZURN.ZU | 0.04% | 4.89% | $26 |
 NEM | 0.04% | 1.1% | $1.3 |
 MRK | 0.04% | 3.27% | $3.04 |
 ABBV | 0.04% | 2.91% | $6.06 |
 SMSN.L | 0.03% | 1.18% | $23.68 |
 MC.PA | 0.02% | 2.08% | $13 |
 KO | 0.02% | 2.9% | $1.89 |
 OR.PA | 0.01% | 1.91% | $6.6 |
 SAN.MC | 0.01% | 1.9% | $0.14 |
 CL | 0.01% | 2.66% | $1.96 |
 ULVR.L | 0.01% | 3.51% | $1.47 |
 CVS | 0.01% | 3.49% | $2.54 |
 WFC | 0.01% | 1.9% | $1.4 |
 CAT | 0.01% | 0.98% | $5.31 |
 CM | 0% | 3.1% | $2.6 |
 JPM | 0% | 1.76% | $4.4 |
 DE | 0% | 1.35% | $5.76 |
 BUD | 0% | 0.89% | $0.65 |
 GOOG | 0% | 0.26% | $0.2 |
 SONY | 0% | 0.37% | $0.49 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 3.5/10
Beta
1.6
1.6
0
0.8
1.2
0
2
Sharpe Ratio
0.28
0.28
0
0.5
1
1.5
1.5
Sortino Ratio
0.56
0.56
0
1
2
3
3
Jensen's Alpha
-1.7
-1.7
-2
0
2
4.5
4.5
Omega Ratio
1.09
1.09
0
1
1.5
2.5
2.5
Treynor Ratio
0.88
0.88
0
0.75
1.25
2
2
Information Ratio
0.09
0.09
0
0.3
0.6
1
1
Calmar Ratio
0.05
0.05
0
0.3
0.6
1
1
Beta
1.6
1.6
0
0.8
1.2
0
2
Sharpe Ratio
0.28
0.28
0
0.5
1
1.5
1.5
Sortino Ratio
0.56
0.56
0
1
2
3
3
Jensen's Alpha
-1.7
-1.7
-2
0
2
4.5
4.5
Omega Ratio
1.09
1.09
0
1
1.5
2.5
2.5
Treynor Ratio
0.88
0.88
0
0.75
1.25
2
2
Information Ratio
0.09
0.09
0
0.3
0.6
1
1
Calmar Ratio
0.05
0.05
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
22.71
High:
TSLA
303.71TSLALow:
NEL.OL
-8.9NEL.OLDetails
PEG Ratio
467.03
High:
O
2,982.68OLow:
NEM
2.71NEMDetails
Price/Book
3.58
High:
FTNT
86.08FTNTLow:
ABBV
-152.99ABBVDetails
Price/Sales
2.97
High:TSLA
16.76TSLALow:
CVS
0.25CVSDetails
Price/CF
12.69
High:TSLA
99.57TSLALow:
PBR.A
2.33PBR.ADetails
Price/FCF
35.2
High:
PEP
5,253.35PEPLow:
BNP.PA
5.28BNP.PADetails
P/E Ratio
22.71
High:TSLA
303.71TSLALow:NEL.OL
-8.9NEL.OLDetails
PEG Ratio
467.03
High:O
2,982.68OLow:NEM
2.71NEMDetails
Price/Book
3.58
High:FTNT
86.08FTNTLow:ABBV
-152.99ABBVDetails
Price/Sales
2.97
High:TSLA
16.76TSLALow:CVS
0.25CVSDetails
Price/CF
12.69
High:TSLA
99.57TSLALow:PBR.A
2.33PBR.ADetails
Price/FCF
35.2
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 | - | 11 |
-14.6% | May 2021 | Aug 2021 | 3 |
-8.71% | Sep 2021 | Oct 2021 | 1 |