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+0.58%
This Month
+25.78%
Year To Date
+65.41%
2 Years
+56.03%
5 Years
+144.46%
10 Years
+6.64%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services19.42%
- 💻 Electronic Technology17.84%
- 💵 Cash17.25%
- 💰 Finance8.72%
- 🚚 Transportation7.29%
- 📊 ETFs6.88%
- 🛠️ Producer Manufacturing5.34%
- 🛍️ Retail Trade4.96%
- 🪙 Cryptocurrencies3.51%
- 🍞 Consumer Non Durables3.37%
- 🏭 Industrial Services2.8%
- ⛏️ Energy Minerals1.43%
- 💇♀️ Consumer Services0.91%
- 💼 Commercial Services0.64%
- 🚗 Consumer Durables0.64%
- 🪨 Non Energy Minerals0.47%
- 🏥 Health Services0.37%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq40.86%
- 🇺🇸 NYSE21.77%
- 🇳🇴 Oslo Stock Exchange12.94%
- 🌍 Digital Currency3.51%
- 🇫🇷 Euronext Paris2.38%
- 🇩🇪 FRA1.51%
- 🇫🇮 Helsinki Stock Exchange0.94%
- 🇸🇪 Stockholm Stock Exchange0.69%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States53.55%
- 🇳🇴 Norway11.49%
- 🇫🇷 France2.38%
- 🇩🇪 Germany1.51%
- 🇨🇾 Cyprus1.44%
- 🇫🇮 Finland0.94%
- 🇹🇼 Taiwan0.93%
- 🇨🇦 Canada0.69%
- 🇸🇪 Sweden0.69%
- 🇮🇱 Israel0.59%
Dividends
Dividend Yield
1.86%
45 out of 70 instruments pay dividend.
11 dividend payments in the next 30 days.
Highest Dividend: $HAUTO.OL (31.87%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 HAUTO.OL | 0.46% | 31.87% | - |
 MPCC.OL | 0.33% | 18.44% | $5.9 |
 EPD | 0.12% | 6.8% | $2.03 |
 O | 0.11% | 5.41% | $3.09 |
 FRO.OL | 0.07% | 4.94% | - |
 VAR.OL | 0.07% | 14.75% | - |
 EQNR.OL | 0.06% | 6.36% | $13.95 |
 DNB.OL | 0.06% | 6.35% | $16 |
 NAS.OL | 0.05% | 5.63% | - |
 ET | 0.04% | 7.52% | $1.25 |
 STB.OL | 0.03% | 3.14% | $4.1 |
 SAMPO.HE | 0.03% | 3.48% | $1.6 |
 SIE.DE | 0.03% | 2.31% | $4.7 |
 VOO | 0.03% | 1.22% | - |
 AVGO | 0.02% | 0.69% | $19.7 |
 DIA.US | 0.02% | 1.53% | - |
 MSFT | 0.02% | 0.67% | $3 |
 SU.PA | 0.02% | 1.79% | $3.5 |
 NEX.PA | 0.02% | 2.09% | $2.3 |
 ORCL | 0.02% | 0.77% | $1.6 |
 RTX | 0.02% | 1.66% | $2.44 |
 CAKE | 0.02% | 1.79% | $1.08 |
 BAC | 0.02% | 2.14% | $0.96 |
 HD | 0.02% | 2.19% | $8.52 |
 GOOG | 0.02% | 0.35% | $0.2 |
 TLT | 0.01% | 4.3% | - |
 AAPL | 0.01% | 0.43% | $0.97 |
 QQQ | 0.01% | 0.51% | - |
 EL | 0.01% | 1.57% | $2.64 |
 KOG.OL | 0.01% | 0.83% | - |
 META | 0.01% | 0.27% | $1 |
 VOLV-B.ST | 0.01% | 2.9% | $7.5 |
 TSM | 0.01% | 1.01% | $1.74 |
 B | 0.01% | 1.63% | $0.4 |
 KIT.OL | 0.01% | 0.61% | - |
 UI | 0.01% | 0.45% | $2.4 |
 NORBT.OL | 0.01% | 1.55% | - |
 GAP | 0.01% | 2.72% | $0.6 |
 CDI.PA | 0.01% | 2.75% | $13 |
 GM | 0% | 0.93% | $0.42 |
 VOOG | 0% | 0.53% | - |
 CRM | 0% | 0.65% | $0.4 |
 SAABB.ST | 0% | 0.39% | $1.6 |
 RHM.DE | 0% | 0.47% | $5.7 |
 NVDA | 0% | 0.02% | $0.02 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
GOOG | Ex-Dividend | Sep 8, 2025 | $0.21 |
UI | Pay Day | Sep 8, 2025 | $0.80 |
MSFT | Pay Day | Sep 11, 2025 | $0.83 |
NVDA | Ex-Dividend | Sep 11, 2025 | $0.01 |
GOOG | Pay Day | Sep 15, 2025 | $0.21 |
B | Pay Day | Sep 15, 2025 | $0.15 |
O | Pay Day | Sep 15, 2025 | $0.27 |
EL | Pay Day | Sep 16, 2025 | $0.35 |
TSM | Ex-Dividend | Sep 16, 2025 | $0.82 |
HD | Pay Day | Sep 18, 2025 | $2.30 |
GM | Pay Day | Sep 18, 2025 | $0.15 |
AVGO | Ex-Dividend | Sep 22, 2025 | $0.59 |
BAC | Pay Day | Sep 26, 2025 | $0.28 |
AVGO | Pay Day | Sep 30, 2025 | $0.59 |
NVDA | Pay Day | Oct 2, 2025 | $0.01 |
GAP | Ex-Dividend | Oct 8, 2025 | $0.16 |
TSM | Pay Day | Oct 9, 2025 | $0.82 |
GAP | Pay Day | Oct 29, 2025 | $0.16 |
EQNR.OL | Ex-Dividend | Nov 13, 2025 | $0.37 |
EQNR.OL | Pay Day | Nov 26, 2025 | $0.37 |
CDI.PA | Ex-Dividend | Dec 2, 2025 | $7.07 |
CDI.PA | Pay Day | Dec 4, 2025 | $7.07 |
Performance Metrics
Score 4.7/10
Beta
0.71
0.71
0
0.8
1.2
0
2
Sharpe Ratio
0.53
0.53
0
0.5
1
1.5
1.5
Sortino Ratio
0.92
0.92
0
1
2
3
3
Jensen's Alpha
-0.14
-0.14
-2
0
2
4.5
4.5
Omega Ratio
0.79
0.79
0
1
1.5
2.5
2.5
Treynor Ratio
0.95
0.95
0
0.75
1.25
2
2
Information Ratio
-0.3
-0.3
-1
0.3
0.6
1
1
Calmar Ratio
0.28
0.28
0
0.3
0.6
1
1
Beta
0.71
0.71
0
0.8
1.2
0
2
Sharpe Ratio
0.53
0.53
0
0.5
1
1.5
1.5
Sortino Ratio
0.92
0.92
0
1
2
3
3
Jensen's Alpha
-0.14
-0.14
-2
0
2
4.5
4.5
Omega Ratio
0.79
0.79
0
1
1.5
2.5
2.5
Treynor Ratio
0.95
0.95
0
0.75
1.25
2
2
Information Ratio
-0.3
-0.3
-1
0.3
0.6
1
1
Calmar Ratio
0.28
0.28
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
35.53
High:
PLTR
518.91PLTRLow:
CRWD
-344.69CRWDDetails
PEG Ratio
1,398.85
High:
AAPL
24,779.06AAPLLow:
RBRK
-61.26RBRKDetails
Price/Book
11.5
High:PLTR
62.46PLTRLow:RBRK
-30.07RBRKDetails
Price/Sales
8.5
High:PLTR
116.31PLTRLow:
NORSE.OL
0.18NORSE.OLDetails
Price/CF
24.35
High:PLTR
202PLTRLow:NORSE.OL
1.39NORSE.OLDetails
Price/FCF
55.58
High:
RHM.DE
5,198.92RHM.DELow:NORSE.OL
1.74NORSE.OLDetails
P/E Ratio
35.53
High:PLTR
518.91PLTRLow:CRWD
-344.69CRWDDetails
PEG Ratio
1,398.85
High:AAPL
24,779.06AAPLLow:RBRK
-61.26RBRKDetails
Price/Book
11.5
High:PLTR
62.46PLTRLow:RBRK
-30.07RBRKDetails
Price/Sales
8.5
High:PLTR
116.31PLTRLow:NORSE.OL
0.18NORSE.OLDetails
Price/CF
24.35
High:PLTR
202PLTRLow:NORSE.OL
1.39NORSE.OLDetails
Price/FCF
55.58
High:RHM.DE
5,198.92RHM.DELow:NORSE.OL
1.74NORSE.OLDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-33.69% | Nov 2021 | Mar 2024 | 28 |
-28.06% | Apr 2015 | Jun 2020 | 62 |
-7.63% | Feb 2021 | Oct 2021 | 8 |
-6.66% | Feb 2025 | May 2025 | 3 |
-4.37% | Apr 2024 | Jun 2024 | 2 |
-3.37% | Jul 2024 | Nov 2024 | 4 |
-2.58% | Dec 2024 | Jan 2025 | 1 |
-1.3% | Sep 2020 | Nov 2020 | 2 |