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+1.4%
Today
+4.62%
This Month
+7.49%
Year To Date
+11.4%
2 Years
+35.41%
5 Years
+13.05%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs20.03%
- 🚗 Consumer Durables11.26%
- 🚚 Transportation9.77%
- 💇♀️ Consumer Services9.73%
- 💼 Commercial Services7%
- 💻 Electronic Technology5.62%
- 🧬 Health Technology4.83%
- 🖥️ Technology Services4.48%
- 💰 Finance4.08%
- 📡 Communications3.82%
- 🛍️ Retail Trade3.75%
- 🍞 Consumer Non Durables3.29%
- 🛠️ Producer Manufacturing2.82%
- 📦 Distribution Services2.66%
- ⛏️ Energy Minerals1.52%
- ⚡ Utilities1.51%
- 💵 Cash1.46%
- 🧪 Process Industries0.98%
- 🪨 Non Energy Minerals0.72%
- 🪙 Cryptocurrencies0.44%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE45.34%
- 🇺🇸 Nasdaq23.7%
- 🇬🇧 LSE13.88%
- 🇩🇪 FRA3.6%
- 🇫🇷 Euronext Paris3.57%
- 🇳🇱 Euronext Amsterdam2.43%
- 🇨🇭 SIX1.7%
- 🇳🇴 Oslo Stock Exchange1.06%
- 🇫🇮 Helsinki Stock Exchange1.04%
- 🇩🇰 Copenhagen Stock Exchange0.81%
- 🇺🇸 Chicago Board Options Exchange0.48%
- 🌍 Digital Currency0.44%
- 🇦🇺 Sydney0.27%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States43.53%
- 🇬🇧 United Kingdom14.9%
- 🇩🇪 Germany3.6%
- 🇫🇷 France3.57%
- 🇨🇭 Switzerland2.41%
- 🇧🇪 Belgium1.33%
- 🇨🇳 China1.25%
- 🇳🇱 Netherlands1.1%
- 🇳🇴 Norway1.06%
- 🇫🇮 Finland1.04%
- 🇩🇰 Denmark0.81%
- 🇸🇬 Singapore0.58%
- 🇨🇦 Canada0.53%
- 🇨🇾 Cyprus0.47%
- 🇯🇵 Japan0.41%
- 🇹🇼 Taiwan0.37%
- 🇮🇱 Israel0.36%
- 🇦🇺 Australia0.27%
- 🇸🇪 Sweden0.25%
Dividends
Dividend Yield
1.87%
59 out of 97 instruments pay dividend.
10 dividend payments in the next 30 days.
Highest Dividend: $ETL.PA (22.13%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 SOXL | 0.24% | 2.88% | - |
 HMSO.L | 0.12% | 5.29% | $0.02 |
 FORTUM.HE | 0.09% | 8.97% | $1.15 |
 VOD | 0.08% | 4.64% | $0.94 |
 T | 0.07% | 3.97% | $1.11 |
 KHC | 0.07% | 6.02% | $1.6 |
 F | 0.07% | 7.32% | $0.78 |
 ETL.PA | 0.07% | 22.13% | - |
 WHR | 0.06% | 8.49% | $7 |
 UPS | 0.06% | 6.68% | $6.5 |
 PFE | 0.05% | 7.27% | $1.66 |
 IAG.L | 0.05% | 2.09% | - |
 DIS | 0.05% | 0.88% | $0.75 |
 TGT | 0.05% | 4.63% | $4.42 |
 VOW3.DE | 0.05% | 6.94% | $9.06 |
 LHA.DE | 0.05% | 4.19% | $0.3 |
 YINN | 0.04% | 1.77% | - |
 EZJ.L | 0.04% | 2.08% | $0.05 |
 UHR.ZU | 0.03% | 3.27% | $6.5 |
 CVX | 0.03% | 4.78% | $6.28 |
 MJ | 0.03% | 16.08% | - |
 NHY.OL | 0.03% | 4.14% | $2.5 |
 VPK.NV | 0.03% | 3.91% | $1.5 |
 SPXL | 0.03% | 1.04% | - |
 NKE | 0.03% | 2.52% | $1.45 |
 SAN.PA | 0.02% | 4.44% | $3.76 |
 INTC | 0.02% | 2.47% | $0.5 |
 KO | 0.02% | 2.8% | $1.89 |
 SYY | 0.02% | 2.78% | $2.01 |
 GSK.L | 0.02% | 4.11% | $0.59 |
 GLEN.L | 0.02% | 2.6% | $0.1 |
 OXY | 0.02% | 2.17% | $0.8 |
 CON.DE | 0.02% | 3.28% | $2.2 |
 BAER.ZU | 0.02% | 4.94% | $2.6 |
 TAK | 0.02% | 3.93% | $0.56 |
 ADEN.ZU | 0.02% | 4.52% | $2.5 |
 TQQQ | 0.02% | 1.79% | - |
 MRK | 0.01% | 4.06% | $3.04 |
 GLJ.DE | 0.01% | 2.79% | $0.47 |
 MCG.L | 0.01% | 2.42% | $0.07 |
 SSPG.L | 0.01% | 2.27% | $0.04 |
 UPRO | 0.01% | 1.31% | - |
 LABU.US | 0.01% | 0.42% | - |
 FLT.ASX | 0.01% | 3.11% | $0.28 |
 NOVO-B.CO | 0.01% | 2.32% | $9.4 |
 GOOG | 0.01% | 0.46% | $0.2 |
 MSFT | 0.01% | 0.69% | $3 |
 BESI.NV | 0.01% | 1.93% | $2.15 |
 QQQ | 0.01% | 0.58% | - |
 BABA | 0% | 0.87% | $0.98 |
 SDF.DE | 0% | 0.93% | $0.7 |
 TSM | 0% | 1.1% | $1.74 |
 AAPL | 0% | 0.49% | $0.97 |
 ORSTED.CO | 0% | 0.46% | - |
 VGT | 0% | 0.58% | - |
 AIXA.DE | 0% | 1.2% | $0.4 |
 GEV | 0% | 0.1% | - |
 GEHC | 0% | 0.18% | $0.12 |
 NVDA | 0% | 0.03% | $0.02 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
GOOG | Ex-Dividend | Jun 9, 2025 | $0.21 |
CVX | Pay Day | Jun 10, 2025 | $1.71 |
OXY | Ex-Dividend | Jun 10, 2025 | $0.24 |
NVDA | Ex-Dividend | Jun 11, 2025 | $0.01 |
MSFT | Pay Day | Jun 12, 2025 | $0.83 |
BABA | Ex-Dividend | Jun 12, 2025 | $0.95 |
TSM | Ex-Dividend | Jun 12, 2025 | $0.68 |
KO | Ex-Dividend | Jun 13, 2025 | $0.51 |
PFE | Pay Day | Jun 13, 2025 | $0.43 |
WHR | Pay Day | Jun 15, 2025 | $1.75 |
GOOG | Pay Day | Jun 16, 2025 | $0.21 |
MRK | Ex-Dividend | Jun 16, 2025 | $0.81 |
DIS | Ex-Dividend | Jun 24, 2025 | $0.50 |
SSPG.L | Pay Day | Jun 27, 2025 | $0.02 |
KHC | Pay Day | Jun 27, 2025 | $0.40 |
KO | Pay Day | Jul 1, 2025 | $0.51 |
NKE | Pay Day | Jul 1, 2025 | $0.40 |
NVDA | Pay Day | Jul 3, 2025 | $0.01 |
SYY | Ex-Dividend | Jul 3, 2025 | $0.54 |
MRK | Pay Day | Jul 8, 2025 | $0.81 |
BABA | Pay Day | Jul 10, 2025 | $0.95 |
GSK.L | Pay Day | Jul 10, 2025 | $0.21 |
TSM | Pay Day | Jul 10, 2025 | $0.68 |
OXY | Pay Day | Jul 15, 2025 | $0.24 |
DIS | Pay Day | Jul 23, 2025 | $0.50 |
SYY | Pay Day | Jul 25, 2025 | $0.54 |
VOD | Pay Day | Aug 1, 2025 | $0.25 |
GLEN.L | Ex-Dividend | Aug 28, 2025 | $0.05 |
GLEN.L | Pay Day | Sep 19, 2025 | $0.05 |
MJ | Pay Day | Sep 30, 2025 | $0.72 |
Performance Metrics
Score 3.8/10
Beta
1.09
1.09
0
0.8
1.2
0
2
Sharpe Ratio
0.41
0.41
0
0.5
1
1.5
1.5
Sortino Ratio
0.75
0.75
0
1
2
3
3
Jensen's Alpha
-2.12
-2.12
-3
0
2
4.5
4.5
Omega Ratio
0.96
0.96
0
1
1.5
2.5
2.5
Treynor Ratio
0.85
0.85
0
0.75
1.25
2
2
Information Ratio
-0.05
-0.05
-1
0.3
0.6
1
1
Calmar Ratio
0.27
0.27
0
0.3
0.6
1
1
Beta
1.09
1.09
0
0.8
1.2
0
2
Sharpe Ratio
0.41
0.41
0
0.5
1
1.5
1.5
Sortino Ratio
0.75
0.75
0
1
2
3
3
Jensen's Alpha
-2.12
-2.12
-3
0
2
4.5
4.5
Omega Ratio
0.96
0.96
0
1
1.5
2.5
2.5
Treynor Ratio
0.85
0.85
0
0.75
1.25
2
2
Information Ratio
-0.05
-0.05
-1
0.3
0.6
1
1
Calmar Ratio
0.27
0.27
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
34.91
High:
GRAB
903.57GRABLow:
GLEN.L
-28.05GLEN.LDetails
PEG Ratio
308.45
High:
KO
10,128.43KOLow:
LMND
-393.85LMNDDetails
Price/Book
5.8
High:
DBV.PA
57.02DBV.PALow:
NIO
-139.34NIODetails
Price/Sales
4.19
High:
NVDA
23.2NVDALow:
QS
-QSDetails
Price/CF
17.72
High:KO
282.33KOLow:
AF.PA
0.56AF.PADetails
Price/FCF
39.49
High:
BESI.NV
1,383.94BESI.NVLow:
SAGA.L
1.9SAGA.LDetails
P/E Ratio
34.91
High:GRAB
903.57GRABLow:GLEN.L
-28.05GLEN.LDetails
PEG Ratio
308.45
High:KO
10,128.43KOLow:LMND
-393.85LMNDDetails
Price/Book
5.8
High:DBV.PA
57.02DBV.PALow:NIO
-139.34NIODetails
Price/Sales
4.19
High:NVDA
23.2NVDALow:QS
-QSDetails
Price/CF
17.72
High:KO
282.33KOLow:AF.PA
0.56AF.PADetails
Price/FCF
39.49
High:BESI.NV
1,383.94BESI.NVLow:SAGA.L
1.9SAGA.LDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-40.06% | Jun 2021 | - | 49 |
-8.77% | Jul 2020 | Aug 2020 | 1 |
-8.62% | Sep 2020 | Nov 2020 | 2 |