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-0.41%
Today
+8.9%
This Month
+23.39%
Year To Date
+59.91%
2 Years
+103.61%
5 Years
+16.44%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies21.46%
- 📊 ETFs20.97%
- 🖥️ Technology Services12.46%
- 💻 Electronic Technology12.24%
- 🛍️ Retail Trade9.1%
- 🛠️ Producer Manufacturing6.7%
- 💰 Finance5.82%
- 🚗 Consumer Durables5.68%
- 💼 Commercial Services3.47%
- 💇♀️ Consumer Services2.1%
- 💵 Cash0.01%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq42.17%
- 🇺🇸 NYSE28.83%
- 🌍 Digital Currency21.46%
- 🇫🇮 Helsinki Stock Exchange4.67%
- 🇸🇪 Stockholm Stock Exchange2.03%
- 🇩🇪 FRA0.84%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States40.08%
- 🇸🇪 Sweden6.7%
- 🇨🇳 China5.11%
- 🇯🇵 Japan4.84%
- 🇩🇪 Germany0.84%
Dividends
Dividend Yield
0.77%
14 out of 27 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $P911.DE (5.06%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 SSABAH.HE | 0.21% | 4.44% | $0.43 |
 TM | 0.15% | 3.07% | $4.64 |
 QCOM | 0.12% | 2.2% | $3.25 |
 VOLV-A.ST | 0.06% | 2.78% | $7.5 |
 JD.US | 0.04% | 2.96% | $0.74 |
 P911.DE | 0.04% | 5.06% | $2.31 |
 DGRO | 0.03% | 2.21% | - |
 GOOG | 0.03% | 0.42% | $0.2 |
 BABA | 0.02% | 0.86% | $0.98 |
 SPY | 0.02% | 1.16% | - |
 SOXX | 0.02% | 0.69% | - |
 DIS | 0.02% | 0.82% | $0.75 |
 META | 0.01% | 0.29% | $1 |
 QQQ | 0.01% | 0.51% | - |
Performance Metrics
Score 4.3/10
Beta
1.03
1.03
0
0.8
1.2
0
2
Sharpe Ratio
0.58
0.58
0
0.5
1
1.5
1.5
Sortino Ratio
0.98
0.98
0
1
2
3
3
Jensen's Alpha
-1.66
-1.66
-2
0
2
4.5
4.5
Omega Ratio
0.93
0.93
0
1
1.5
2.5
2.5
Treynor Ratio
0.97
0.97
0
0.75
1.25
2
2
Information Ratio
-0.1
-0.1
-1
0.3
0.6
1
1
Calmar Ratio
0.39
0.39
0
0.3
0.6
1
1
Beta
1.03
1.03
0
0.8
1.2
0
2
Sharpe Ratio
0.58
0.58
0
0.5
1
1.5
1.5
Sortino Ratio
0.98
0.98
0
1
2
3
3
Jensen's Alpha
-1.66
-1.66
-2
0
2
4.5
4.5
Omega Ratio
0.93
0.93
0
1
1.5
2.5
2.5
Treynor Ratio
0.97
0.97
0
0.75
1.25
2
2
Information Ratio
-0.1
-0.1
-1
0.3
0.6
1
1
Calmar Ratio
0.39
0.39
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
24.11
High:
AMD
118.84AMDLow:
MSTR
-19.02MSTRDetails
PEG Ratio
209.54
High:
COIN
1,459.74COINLow:
XYZ
4.56XYZDetails
Price/Book
5
High:
META
9.75METALow:
BIDU
0.85BIDUDetails
Price/Sales
4.17
High:MSTR
231.7MSTRLow:
JD.US
0.31JD.USDetails
Price/CF
16.83
High:MSTR
7,511.07MSTRLow:
SSABAH.HE
6.38SSABAH.HEDetails
Price/FCF
39.59
High:MSTR
1,187.5MSTRLow:
TM
8.98TMDetails
P/E Ratio
24.11
High:AMD
118.84AMDLow:MSTR
-19.02MSTRDetails
PEG Ratio
209.54
High:COIN
1,459.74COINLow:XYZ
4.56XYZDetails
Price/Book
5
High:META
9.75METALow:BIDU
0.85BIDUDetails
Price/Sales
4.17
High:MSTR
231.7MSTRLow:JD.US
0.31JD.USDetails
Price/CF
16.83
High:MSTR
7,511.07MSTRLow:SSABAH.HE
6.38SSABAH.HEDetails
Price/FCF
39.59
High:MSTR
1,187.5MSTRLow:TM
8.98TMDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-34.64% | Nov 2021 | Nov 2024 | 36 |
-10.5% | Feb 2025 | Jun 2025 | 4 |
-8.28% | Aug 2020 | Nov 2020 | 3 |
-6.96% | Jun 2020 | Jul 2020 | 1 |
-5.58% | Sep 2021 | Oct 2021 | 1 |
-2.87% | Dec 2024 | Jan 2025 | 1 |
-1.24% | May 2021 | Jul 2021 | 2 |