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-3.17%
This Month
+18.45%
Year To Date
+67.98%
2 Years
+66.22%
5 Years
+167.6%
10 Years
+17.56%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology23.48%
- 📊 ETFs19.77%
- 🧩 Miscellaneous16.28%
- 💵 Cash12.95%
- 🛠️ Producer Manufacturing7.87%
- 🪙 Cryptocurrencies7.37%
- 🚗 Consumer Durables5.45%
- 💼 Commercial Services3.37%
- 🪨 Non Energy Minerals2.41%
- 🛍️ Retail Trade1.81%
- ⛏️ Energy Minerals1.22%
- 🖥️ Technology Services1.14%
- 💰 Finance0.16%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE33.35%
- 🇺🇸 Nasdaq29.97%
- 🇩🇪 Xetra ETFs9.08%
- 🌍 Digital Currency7.37%
- 🇫🇮 Helsinki Stock Exchange4.97%
- 🇸🇪 Stockholm Stock Exchange2.9%
- 🇬🇧 LSE2.7%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States33.6%
- 🇸🇪 Sweden7.87%
- 🇯🇵 Japan5.45%
- 🇬🇧 United Kingdom2.7%
Dividends
Dividend Yield
0.51%
9 out of 23 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $HESM (9.91%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 FCX | Pay Day | Nov 2, 2026 | $0.15 |
 HESM | Ex-Dividend | Nov 6, 2026 | $0.78 |
 NEM | Ex-Dividend | Dec 3, 2026 | $0.26 |
 GOOG | Ex-Dividend | Dec 4, 2026 | $0.22 |
 PYPL | Ex-Dividend | Dec 4, 2026 | $0.14 |
 NVDA | Ex-Dividend | Dec 10, 2026 | $0.25 |
FCX | Ex-Dividend | Jan 15, 2027 | $0.15 |
 TM | Ex-Dividend | Apr 1, 2027 | $3.46 |
 VOLV-A.ST | Ex-Dividend | Apr 9, 2027 | $0.00 |
 SSABAH.HE | Ex-Dividend | Apr 29, 2027 | $0.00 |
Performance Metrics
Score 5.2/10
Beta
1.1
1.1
0
0.8
1.2
0
2
Sharpe Ratio
0.72
0.72
0
0.5
1
1.5
1.5
Sortino Ratio
1.27
1.27
0
1
2
3
3
Jensen's Alpha
-0.22
-0.22
-2
0
2
4.5
4.5
Omega Ratio
1.07
1.07
0
1
1.5
2.5
2.5
Treynor Ratio
1.13
1.13
0
0.75
1.25
2
2
Information Ratio
0.1
0.1
0
0.3
0.6
1
1
Calmar Ratio
0.49
0.49
0
0.3
0.6
1
1
Beta
1.1
1.1
0
0.8
1.2
0
2
Sharpe Ratio
0.72
0.72
0
0.5
1
1.5
1.5
Sortino Ratio
1.27
1.27
0
1
2
3
3
Jensen's Alpha
-0.22
-0.22
-2
0
2
4.5
4.5
Omega Ratio
1.07
1.07
0
1
1.5
2.5
2.5
Treynor Ratio
1.13
1.13
0
0.75
1.25
2
2
Information Ratio
0.1
0.1
0
0.3
0.6
1
1
Calmar Ratio
0.49
0.49
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
41.06
High:
AMD
162.13AMDLow:
COIN
-49COINDetails
PEG Ratio
1.1
High:TM
1.77TMLow:GOOG
0.15GOOGDetails
Price/Book
9.11
High:NVDA
25.19NVDALow:TM
0.95TMDetails
Price/Sales
8.17
High:
MSTR
116.32MSTRLow:TM
0.67TMDetails
Price/CF
35.88
High:MSTR
7,511.07MSTRLow:HESM
4.66HESMDetails
Price/FCF
60.74
High:MSTR
1,187.5MSTRLow:PYPL
6.14PYPLDetails
P/E Ratio
41.06
High:AMD
162.13AMDLow:COIN
-49COINDetails
PEG Ratio
1.1
High:TM
1.77TMLow:GOOG
0.15GOOGDetails
Price/Book
9.11
High:NVDA
25.19NVDALow:TM
0.95TMDetails
Price/Sales
8.17
High:MSTR
116.32MSTRLow:TM
0.67TMDetails
Price/CF
35.88
High:MSTR
7,511.07MSTRLow:HESM
4.66HESMDetails
Price/FCF
60.74
High:MSTR
1,187.5MSTRLow:PYPL
6.14PYPLDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-34.64% | Nov 2021 | Nov 2024 | 36 |
-10.5% | Feb 2025 | Jun 2025 | 4 |
-9.14% | Feb 2026 | Apr 2026 | 2 |
-8.28% | Aug 2020 | Nov 2020 | 3 |
-6.96% | Jun 2020 | Jul 2020 | 1 |
-5.58% | Sep 2021 | Oct 2021 | 1 |
-5.35% | Jun 2026 | Sep 2026 | 3 |
-4.7% | Nov 2025 | Jan 2026 | 2 |
-3.17% | Oct 2026 | - | 1 |
-2.87% | Dec 2024 | Jan 2025 | 1 |
-1.24% | May 2021 | Jul 2021 | 2 |