Loading...
-0.43%
This Month
+16.06%
Year To Date
+84.92%
2 Years
+97.35%
5 Years
+174.65%
10 Years
+18.91%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services26.45%
- 💻 Electronic Technology21.63%
- 📊 ETFs15.4%
- 💰 Finance10.61%
- 🚗 Consumer Durables6.01%
- 🪙 Cryptocurrencies5.17%
- 🛠️ Producer Manufacturing4.78%
- 🛍️ Retail Trade2.85%
- 💼 Commercial Services2.28%
- 🧬 Health Technology1.45%
- 🚚 Transportation1.09%
- 🍞 Consumer Non Durables1.07%
- 💇♀️ Consumer Services0.67%
- ⚡ Utilities0.54%
- 💵 Cash0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq54.88%
- 🇺🇸 NYSE22.22%
- 🇩🇪 FRA6.11%
- 🌍 Digital Currency5.17%
- 🇮🇹 Borsa Italiana3.47%
- 🇸🇪 Stockholm Stock Exchange1.54%
- 🇬🇧 LSE1.33%
- 🇺🇸 Chicago Board Options Exchange1.25%
- 🇳🇴 Oslo Stock Exchange1.23%
- 🇭🇰 Hong Kong Exchanges1.17%
- 🇫🇷 Euronext Paris0.7%
- 🇨🇭 SIX0.46%
- 🇩🇰 Copenhagen Stock Exchange0.27%
- 🇳🇱 Euronext Amsterdam0.19%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States56.88%
- 🇩🇪 Germany6.11%
- 🇨🇳 China3.61%
- 🇮🇹 Italy3.47%
- 🇬🇧 United Kingdom1.33%
- 🇳🇴 Norway1.23%
- 🇮🇱 Israel1.04%
- 🇫🇮 Finland1%
- 🇮🇪 Ireland0.81%
- 🇨🇭 Switzerland0.79%
- 🇨🇦 Canada0.76%
- 🇱🇺 Luxembourg0.7%
- 🇫🇷 France0.7%
- 🇸🇪 Sweden0.54%
- 🇩🇰 Denmark0.27%
- 🇳🇱 Netherlands0.19%
Dividends
Dividend Yield
1.25%
49 out of 81 instruments pay dividend.
8 dividend payments in the next 30 days.
Highest Dividend: $ZIM (50.86%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 ZIM | 0.19% | 50.86% | $0.23 |
 VOO | 0.12% | 1.22% | - |
 DNB.OL | 0.08% | 6.35% | $16 |
 UCG.MI | 0.07% | 3.64% | $1.8 |
 NDA_SE.ST | 0.07% | 7.11% | $10.62 |
 SIE.DE | 0.07% | 2.27% | $4.7 |
 EWZ | 0.06% | 5.59% | - |
 O | 0.05% | 5.49% | $3.09 |
 UNI.MI | 0.05% | 4.91% | $0.38 |
 SDR.L | 0.04% | 5.83% | $0.22 |
 TXN | 0.03% | 2.9% | $5.14 |
 MCHI | 0.03% | 2.59% | - |
 QFIN | 0.03% | 4.98% | $1.06 |
 PG | 0.03% | 2.61% | $3.83 |
 ZURN.ZU | 0.02% | 4.83% | $26 |
 CON.DE | 0.02% | 3.42% | $2.2 |
 BND | 0.02% | 3.73% | - |
 EZJ.L | 0.02% | 2.59% | $0.05 |
 ARN.MI | 0.02% | 3.26% | $0.61 |
 CSCO | 0.02% | 2.41% | $1.58 |
 SAN.PA | 0.02% | 4.96% | $3.76 |
 META | 0.02% | 0.27% | $1 |
 AAPL | 0.01% | 0.43% | $0.97 |
 IEF | 0.01% | 3.7% | - |
 SAP.DE | 0.01% | 1.02% | $2.2 |
 ALFA.ST | 0.01% | 1.97% | $7.5 |
 TLT | 0.01% | 4.3% | - |
 GOOG | 0.01% | 0.35% | $0.2 |
 00285.HK | 0.01% | 1.47% | $0.59 |
 NOVO-B.CO | 0.01% | 3.28% | $9.4 |
 INDA | 0.01% | 0.72% | - |
 NVS | 0.01% | 2.55% | $3.2 |
 RAND.NV | 0.01% | 4.18% | $3.55 |
 URI | 0.01% | 0.73% | $6.22 |
 INTC | 0.01% | 0.51% | $0.5 |
 MDT.US | 0.01% | 3.04% | $2.77 |
 01211.HK | 0.01% | 1.37% | $3.41 |
 V | 0.01% | 0.67% | $2.01 |
 CRM | 0.01% | 0.67% | $0.4 |
 MAN | 0.01% | 5.47% | $3.01 |
 KFY | 0.01% | 2.31% | $1.21 |
 TT | 0.01% | 0.89% | $3.27 |
 MSFT | 0% | 0.65% | $3 |
 SHY | 0% | 3.95% | - |
 NVDA | 0% | 0.02% | $0.02 |
 BABA | 0% | 0.77% | $0.98 |
 SH | 0% | 5.03% | - |
 BAYN.DE | 0% | 0.39% | $0.11 |
 0968.HK | 0% | 1.14% | $0.23 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
GOOG | Ex-Dividend | Sep 8, 2025 | $0.21 |
QFIN | Ex-Dividend | Sep 8, 2025 | $0.76 |
ZIM | Pay Day | Sep 9, 2025 | $0.06 |
MSFT | Pay Day | Sep 11, 2025 | $0.83 |
NVDA | Ex-Dividend | Sep 11, 2025 | $0.01 |
GOOG | Pay Day | Sep 15, 2025 | $0.21 |
O | Pay Day | Sep 15, 2025 | $0.27 |
SDR.L | Pay Day | Sep 25, 2025 | $0.09 |
QFIN | Pay Day | Sep 25, 2025 | $0.76 |
TT | Pay Day | Sep 30, 2025 | $0.94 |
NVDA | Pay Day | Oct 2, 2025 | $0.01 |
CSCO | Ex-Dividend | Oct 3, 2025 | $0.41 |
0968.HK | Pay Day | Oct 10, 2025 | $0.00 |
CSCO | Pay Day | Oct 22, 2025 | $0.41 |
INDA | Pay Day | Dec 20, 2025 | $0.00 |
Performance Metrics
Score 6.4/10
Beta
1.15
1.15
0
0.8
1.2
0
2
Sharpe Ratio
0.69
0.69
0
0.5
1
1.5
1.5
Sortino Ratio
1.22
1.22
0
1
2
3
3
Jensen's Alpha
5.11
5.11
-2
0
2
6
6
Omega Ratio
1.37
1.37
0
1
1.5
2.5
2.5
Treynor Ratio
1.34
1.34
0
0.75
1.25
2
2
Information Ratio
0.38
0.38
0
0.3
0.6
1
1
Calmar Ratio
0.37
0.37
0
0.3
0.6
1
1
Beta
1.15
1.15
0
0.8
1.2
0
2
Sharpe Ratio
0.69
0.69
0
0.5
1
1.5
1.5
Sortino Ratio
1.22
1.22
0
1
2
3
3
Jensen's Alpha
5.11
5.11
-2
0
2
6
6
Omega Ratio
1.37
1.37
0
1
1.5
2.5
2.5
Treynor Ratio
1.34
1.34
0
0.75
1.25
2
2
Information Ratio
0.38
0.38
0
0.3
0.6
1
1
Calmar Ratio
0.37
0.37
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
41.9
High:
ELIOR.PA
573.02ELIOR.PALow:
CRWD
-344.69CRWDDetails
PEG Ratio
1,216.76
High:
AAPL
24,779.06AAPLLow:
BBBY
-4.7BBBYDetails
Price/Book
17.83
High:
PLTR
62.46PLTRLow:
NIO
-76.32NIODetails
Price/Sales
12.73
High:PLTR
116.31PLTRLow:ELIOR.PA
0.1ELIOR.PADetails
Price/CF
32.78
High:PLTR
202PLTRLow:
ZIM
0.56ZIMDetails
Price/FCF
54.4
High:
TXN
4,155.74TXNLow:ZIM
0.87ZIMDetails
P/E Ratio
41.9
High:ELIOR.PA
573.02ELIOR.PALow:CRWD
-344.69CRWDDetails
PEG Ratio
1,216.76
High:AAPL
24,779.06AAPLLow:BBBY
-4.7BBBYDetails
Price/Book
17.83
High:PLTR
62.46PLTRLow:NIO
-76.32NIODetails
Price/Sales
12.73
High:PLTR
116.31PLTRLow:ELIOR.PA
0.1ELIOR.PADetails
Price/CF
32.78
High:PLTR
202PLTRLow:ZIM
0.56ZIMDetails
Price/FCF
54.4
High:TXN
4,155.74TXNLow:ZIM
0.87ZIMDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-52.14% | Sep 2021 | Jun 2025 | 45 |
-11.9% | Feb 2020 | May 2020 | 3 |
-5.94% | Jul 2021 | Aug 2021 | 1 |
-2.86% | Sep 2020 | Nov 2020 | 2 |
-1.06% | Mar 2021 | Apr 2021 | 1 |
-0.8% | May 2021 | Jun 2021 | 1 |
-0.43% | Sep 2025 | - | 1 |