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-0.65%
This Month
+4.8%
Year To Date
+124.61%
2 Years
+298.68%
5 Years
+46.75%
10 Years
+5.63%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies48.4%
- 💰 Finance15.84%
- 🚚 Transportation7.45%
- 💻 Electronic Technology6.65%
- 🍞 Consumer Non Durables4.39%
- 🪨 Non Energy Minerals3.68%
- 🚗 Consumer Durables2.25%
- 📊 ETFs2.05%
- 🧬 Health Technology1.94%
- 🖥️ Technology Services1.91%
- 🛍️ Retail Trade1.9%
- 🛠️ Producer Manufacturing1.42%
- 💇♀️ Consumer Services1.06%
- 📡 Communications1.05%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency48.4%
- 🇺🇸 NYSE22.44%
- 🇬🇧 LSE12.24%
- 🇺🇸 Nasdaq7.52%
- 🇳🇴 Oslo Stock Exchange4.37%
- 🇫🇷 Euronext Paris3.19%
- 🇨🇭 SIX1%
- 🇪🇸 Bolsa De Madrid0.66%
- 🇭🇰 Hong Kong Exchanges0.17%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States22.42%
- 🇬🇧 United Kingdom7.74%
- 🇳🇴 Norway4.37%
- 🇯🇵 Japan3.87%
- 🇫🇷 France3.19%
- 🇰🇷 South Korea2.45%
- 🇨🇦 Canada1.95%
- 🇺🇾 Uruguay1.32%
- 🇨🇭 Switzerland1%
- 🇪🇸 Spain0.66%
- 🇧🇪 Belgium0.41%
- 🇨🇳 China0.17%
Dividends
Dividend Yield
2.12%
36 out of 57 instruments pay dividend.
10 dividend payments in the next 30 days.
Highest Dividend: $MPCC.OL (18.44%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 MPCC.OL | 0.7% | 18.44% | $5.9 |
 O | 0.22% | 5.41% | $3.09 |
 LGEN.L | 0.16% | 9.16% | $0.2 |
 VICI | 0.11% | 5.16% | $1.66 |
 BNP.PA | 0.1% | 6.26% | $4.6 |
 GAW.L | 0.08% | 3.65% | $5.5 |
 SMFG | 0.08% | 2.38% | $0.29 |
 ISF.L | 0.07% | 3.5% | - |
 UPS | 0.06% | 7.74% | $6.5 |
 IAG.L | 0.05% | 1.84% | - |
 ZURN.ZU | 0.05% | 4.86% | $26 |
 NEM | 0.05% | 1.32% | $1.3 |
 ABBV | 0.04% | 3.06% | $6.06 |
 SMSN.L | 0.04% | 1.69% | $23.68 |
 T | 0.04% | 3.76% | $1.11 |
 TXN | 0.03% | 2.91% | $5.14 |
 OHI | 0.03% | 6.24% | $2.68 |
 MC.PA | 0.03% | 2.63% | $13 |
 KO | 0.02% | 2.97% | $1.89 |
 PEP | 0.02% | 3.81% | $5.15 |
 MRK | 0.02% | 3.86% | $3.04 |
 CL | 0.01% | 2.4% | $1.96 |
 SAN.MC | 0.01% | 2.1% | $0.14 |
 ULVR.L | 0.01% | 3.2% | $1.47 |
 OR.PA | 0.01% | 1.74% | $6.6 |
 CVS | 0.01% | 3.62% | $2.54 |
 0939.HK | 0.01% | 5.34% | $0.43 |
 WFC | 0.01% | 2.09% | $1.4 |
 CAT | 0.01% | 1.36% | $5.31 |
 HD | 0.01% | 2.19% | $8.52 |
 BUD | 0.01% | 1.41% | $0.65 |
 CM | 0.01% | 3.59% | $2.6 |
 GOOG | 0% | 0.35% | $0.2 |
 JPM | 0% | 1.8% | $4.4 |
 DE | 0% | 1.37% | $5.76 |
 SONY | 0% | 0.35% | $0.49 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
GOOG | Ex-Dividend | Sep 8, 2025 | $0.21 |
ULVR.L | Pay Day | Sep 12, 2025 | $0.52 |
GOOG | Pay Day | Sep 15, 2025 | $0.21 |
KO | Ex-Dividend | Sep 15, 2025 | $0.51 |
MRK | Ex-Dividend | Sep 15, 2025 | $0.81 |
O | Pay Day | Sep 15, 2025 | $0.27 |
HD | Pay Day | Sep 18, 2025 | $2.30 |
VICI | Ex-Dividend | Sep 18, 2025 | $0.45 |
BNP.PA | Ex-Dividend | Sep 26, 2025 | $3.05 |
LGEN.L | Pay Day | Sep 26, 2025 | $0.08 |
NEM | Pay Day | Sep 29, 2025 | $0.25 |
CM | Ex-Dividend | Sep 29, 2025 | $0.70 |
PEP | Pay Day | Sep 30, 2025 | $1.42 |
BNP.PA | Pay Day | Sep 30, 2025 | $3.05 |
DE | Ex-Dividend | Sep 30, 2025 | $1.62 |
KO | Pay Day | Oct 1, 2025 | $0.51 |
GAW.L | Pay Day | Oct 3, 2025 | $0.73 |
MRK | Pay Day | Oct 7, 2025 | $0.81 |
VICI | Pay Day | Oct 9, 2025 | $0.45 |
CM | Pay Day | Oct 28, 2025 | $0.70 |
DE | Pay Day | Nov 10, 2025 | $1.62 |
MC.PA | Ex-Dividend | Dec 2, 2025 | $6.47 |
MC.PA | Pay Day | Dec 4, 2025 | $6.47 |
Performance Metrics
Score 4.5/10
Beta
1.61
1.61
0
0.8
1.2
0
2
Sharpe Ratio
0.31
0.31
0
0.5
1
1.5
1.5
Sortino Ratio
0.63
0.63
0
1
2
3
3
Jensen's Alpha
0.85
0.85
-2
0
2
4.5
4.5
Omega Ratio
1.13
1.13
0
1
1.5
2.5
2.5
Treynor Ratio
0.99
0.99
0
0.75
1.25
2
2
Information Ratio
0.14
0.14
0
0.3
0.6
1
1
Calmar Ratio
0.07
0.07
0
0.3
0.6
1
1
Beta
1.61
1.61
0
0.8
1.2
0
2
Sharpe Ratio
0.31
0.31
0
0.5
1
1.5
1.5
Sortino Ratio
0.63
0.63
0
1
2
3
3
Jensen's Alpha
0.85
0.85
-2
0
2
4.5
4.5
Omega Ratio
1.13
1.13
0
1
1.5
2.5
2.5
Treynor Ratio
0.99
0.99
0
0.75
1.25
2
2
Information Ratio
0.14
0.14
0
0.3
0.6
1
1
Calmar Ratio
0.07
0.07
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
20.86
High:
TSLA
196.04TSLALow:
CSIQ
-94CSIQDetails
PEG Ratio
182.54
High:
T
1,906.16TLow:
NEL.OL
-74.81NEL.OLDetails
Price/Book
3.14
High:
CL
96.33CLLow:
ABBV
-2,055.98ABBVDetails
Price/Sales
3.03
High:TSLA
12.85TSLALow:CSIQ
0.11CSIQDetails
Price/CF
11.79
High:
KO
233.26KOLow:
MPCC.OL
2.26MPCC.OLDetails
Price/FCF
28.79
High:
PEP
5,253.35PEPLow:
BNP.PA
5.28BNP.PADetails
P/E Ratio
20.86
High:TSLA
196.04TSLALow:CSIQ
-94CSIQDetails
PEG Ratio
182.54
High:T
1,906.16TLow:NEL.OL
-74.81NEL.OLDetails
Price/Book
3.14
High:CL
96.33CLLow:ABBV
-2,055.98ABBVDetails
Price/Sales
3.03
High:TSLA
12.85TSLALow:CSIQ
0.11CSIQDetails
Price/CF
11.79
High:KO
233.26KOLow:MPCC.OL
2.26MPCC.OLDetails
Price/FCF
28.79
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 | - | 8 |
-14.6% | May 2021 | Aug 2021 | 3 |
-8.71% | Sep 2021 | Oct 2021 | 1 |