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+2.62%
This Month
+33.42%
Year To Date
+83.93%
2 Years
+83.93%
5 Years
+83.93%
10 Years
+62.83%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology37.42%
- 🖥️ Technology Services17.37%
- 🚚 Transportation9.15%
- 📊 ETFs7.93%
- 🛍️ Retail Trade7.19%
- ❓ Other5.28%
- 🪙 Cryptocurrencies4.42%
- 💇♀️ Consumer Services3.93%
- 💰 Finance3.74%
- 🍞 Consumer Non Durables3.54%
- 💵 Cash0.05%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq43.66%
- 🇺🇸 NYSE26.08%
- 🇬🇧 LSE8.27%
- Regular Trading Hours - RTH5.28%
- 🌍 Digital Currency4.42%
- 🇩🇪 FRA3.76%
- 🇮🇹 Borsa Italiana3.09%
- 🇸🇪 Stockholm Stock Exchange2.83%
- 🇫🇷 Euronext Paris2.57%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States54.22%
- 🇳🇱 Netherlands5.13%
- 🇬🇧 United Kingdom3.83%
- 🇩🇪 Germany3.76%
- 🇨🇳 China3.58%
- 🇱🇺 Luxembourg3.33%
- 🇮🇹 Italy3.09%
- 🇸🇪 Sweden2.83%
- 🇫🇷 France2.57%
Dividends
Dividend Yield
0.52%
16 out of 26 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $KO (2.91%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 KO | 0.1% | 2.91% | $1.89 |
 BA.L | 0.08% | 2% | $0.3 |
 HO.PA | 0.04% | 1.65% | $3.4 |
 DIS | 0.04% | 0.94% | $0.75 |
 LDO.MI | 0.03% | 1.06% | $0.28 |
 MSFT | 0.03% | 0.71% | $3 |
 AVGO | 0.03% | 0.58% | $19.7 |
 ASML | 0.03% | 0.56% | $5.57 |
 ORCL | 0.03% | 0.85% | $1.6 |
 V | 0.03% | 0.75% | $2.01 |
 BABA | 0.02% | 0.66% | $0.98 |
 RHM.DE | 0.02% | 0.5% | $5.7 |
 GOOG | 0.01% | 0.26% | $0.2 |
 SAABB.ST | 0.01% | 0.4% | $1.6 |
 MU | 0.01% | 0.18% | $0.46 |
 NVDA | 0% | 0.02% | $0.02 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
MSFT | Pay Day | Dec 11, 2025 | $0.91 |
Performance Metrics
Score 9/10
Beta
1.15
1.15
0
0.8
1.2
0
2
Sharpe Ratio
2.29
2.29
0
0.5
1
3
3
Sortino Ratio
5.18
5.18
0
1
2
6
6
Jensen's Alpha
26.4
26.4
-2
0
2
27
27
Omega Ratio
4.11
4.11
0
1
1.5
5
5
Treynor Ratio
2.83
2.83
0
0.75
1.25
3
3
Information Ratio
2.12
2.12
0
0.3
0.6
3
3
Calmar Ratio
6.78
6.78
0
0.3
0.6
7
7
Beta
1.15
1.15
0
0.8
1.2
0
2
Sharpe Ratio
2.29
2.29
0
0.5
1
3
3
Sortino Ratio
5.18
5.18
0
1
2
6
6
Jensen's Alpha
26.4
26.4
-2
0
2
27
27
Omega Ratio
4.11
4.11
0
1
1.5
5
5
Treynor Ratio
2.83
2.83
0
0.75
1.25
3
3
Information Ratio
2.12
2.12
0
0.3
0.6
3
3
Calmar Ratio
6.78
6.78
0
0.3
0.6
7
7
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
37.41
High:
PLTR
425.26PLTRLow:
UAL
10.59UALDetails
PEG Ratio
175.21
High:
V
1,169.07VLow:
MU
3.34MUDetails
Price/Book
11.49
High:PLTR
65.76PLTRLow:
DIS
1.74DISDetails
Price/Sales
9.61
High:PLTR
120PLTRLow:UAL
0.59UALDetails
Price/CF
26.88
High:PLTR
258.05PLTRLow:UAL
3.37UALDetails
Price/FCF
63.28
High:
RHM.DE
5,198.92RHM.DELow:UAL
8.5UALDetails
P/E Ratio
37.41
High:PLTR
425.26PLTRLow:UAL
10.59UALDetails
PEG Ratio
175.21
High:V
1,169.07VLow:MU
3.34MUDetails
Price/Book
11.49
High:PLTR
65.76PLTRLow:DIS
1.74DISDetails
Price/Sales
9.61
High:PLTR
120PLTRLow:UAL
0.59UALDetails
Price/CF
26.88
High:PLTR
258.05PLTRLow:UAL
3.37UALDetails
Price/FCF
63.28
High:RHM.DE
5,198.92RHM.DELow:UAL
8.5UALDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-7.51% | Feb 2025 | May 2025 | 3 |
-3.73% | Nov 2025 | - | 2 |
-1.3% | Jul 2025 | Aug 2025 | 1 |
-0.58% | Dec 2024 | Jan 2025 | 1 |