Portfolio
Easily follow and track the portfolio’s performance here
YTD Performance vs. Benchmarks (2025)
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YTD Performance Chart
This chart shows how the investments have performed so far this year compared to popular market benchmarks like the S&P 500 and All World Index. You can see the returns for ETFs, stocks, and crypto.
Portfolio Allocation
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Portfolio Allocation Chart
This pie chart shows how the investments are divided between crypto, ETFs, and stocks.
Newest orders
Total Assets
Total Orders YTD
Return YTD (2025)
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How is it calculated?
This return shows how much the investments have grown this year, without counting the effect of when money was added or taken out.
It uses the Time-Weighted Return (TWR) method, which only looks at how the investments themselves performed, even if deposits or withdrawals were made during the year.
It uses the Time-Weighted Return (TWR) method, which only looks at how the investments themselves performed, even if deposits or withdrawals were made during the year.
Asset
Portfolio Weight
Asset Price
Avg. Buy
PnL
Total Assets
1
Total Orders YTD
Return YTD (2025)
i
How is it calculated?
This return shows how much the investments have grown this year, without counting the effect of when money was added or taken out.
It uses the Time-Weighted Return (TWR) method, which only looks at how the investments themselves performed, even if deposits or withdrawals were made during the year.
It uses the Time-Weighted Return (TWR) method, which only looks at how the investments themselves performed, even if deposits or withdrawals were made during the year.
Asset
Portfolio Weight
Asset Price
Avg. Buy
PnL
SP500
100
588.26
530.32
10.93
Total Assets
Total Orders YTD
Return YTD (2025)
i
How is it calculated?
This return shows how much the investments have grown this year, without counting the effect of when money was added or taken out.
It uses the Time-Weighted Return (TWR) method, which only looks at how the investments themselves performed, even if deposits or withdrawals were made during the year.
It uses the Time-Weighted Return (TWR) method, which only looks at how the investments themselves performed, even if deposits or withdrawals were made during the year.
Asset
Portfolio Weight
Asset Price
Avg. Buy
PnL
ASML Holding
11.36
638.20
611.78
4.32
UnitedHealth Group
11.26
299.88
330.71
-9.32
Volkswagen
9.49
101.20
88.77
14.00
LVMH
9.25
493.55
486.89
1.37
Adobe
5.7
354.22
376.87
-6.01
Nike
5.54
76.50
64.21
19.14
PepsiCo
4.86
151.00
139.64
8.14
Alphabet
4.82
199.59
152.29
31.06
Advanced Micro Devices
4.42
164.81
89.12
84.93
Apple
3.04
226.47
180.79
25.27
Novo Nordisk
2.92
54.37
52.41
3.74
Heineken
2.87
70.76
69.97
1.13
Amazon.com
2.41
224.35
165.01
35.96
Aalberts
2.29
30.50
32.46
-6.04
Monster Beverage
1.9
64.50
45.93
40.43
Intel
1.77
23.61
19.33
22.14
Diageo
1.7
115.38
123.27
-6.40
Realty Income
1.61
60.11
53.45
12.46
Alfen
1.4
11.22
15.45
-27.38
Microsoft
1.36
506.24
369.5
37.01
PayPal Holdings
1.28
68.16
70.84
-3.78
NextEra Energy
1.23
76.40
62.74
21.77
Coinbase Global
1.22
304.18
155.58
95.51
Lockheed Martin
1.2
446.65
483.82
-7.68
TKH Group
0.86
34.28
37.32
-8.15
Shell
0.83
30.89
27.07
14.11
Alibaba Group Holding
0.64
119.44
83.03
43.85
Walt Disney
0.63
117.28
80.99
44.81
Paycom Software
0.61
227.46
173.69
30.96
Starbucks
0.6
89.62
74.85
19.73
Coca-Cola
0.57
70.80
63.97
10.68
Abbott Laboratories
0.36
132.71
97.34
36.34
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