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+2.13%
This Month
+7.7%
Year To Date
+44.94%
2 Years
+107.42%
5 Years
+126.09%
10 Years
+18.39%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs22.97%
- 💇♀️ Consumer Services22.89%
- 🧩 Miscellaneous15.39%
- 💰 Finance12.11%
- 🛍️ Retail Trade7.94%
- 🪙 Cryptocurrencies6.8%
- 💵 Cash5.41%
- 💻 Electronic Technology2.29%
- 🚗 Consumer Durables2.23%
- 🖥️ Technology Services1.82%
- 🧬 Health Technology0.86%
- ⚡ Utilities0.79%
- 🍞 Consumer Non Durables0.35%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE43.23%
- 🇬🇧 LSE30.1%
- 🇺🇸 Nasdaq14.38%
- 🌍 Digital Currency6.8%
- 🇪🇸 Bolsa De Madrid0.79%
- 🇮🇹 Borsa Italiana0.62%
- 🇩🇪 FRA0.53%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States45.2%
- 🇬🇧 United Kingdom15.39%
- 🇨🇦 Canada3.37%
- 🇮🇹 Italy1.35%
- 🇪🇸 Spain0.79%
- 🇩🇪 Germany0.53%
- 🇨🇳 China0.05%
Dividends
Dividend Yield
0.58%
20 out of 32 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $VOW3.DE (6.91%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 QSR | 0.12% | 3.55% | $2.26 |
 LOW | 0.1% | 2.07% | $4.45 |
 JPM | 0.07% | 1.79% | $4.4 |
 SPY5.L | 0.05% | 1.05% | - |
 BKNG | 0.05% | 0.68% | $17.5 |
 SPY | 0.04% | 1.16% | - |
 DIA.US | 0.03% | 1.53% | - |
 IBE.MC | 0.03% | 3.38% | $0.45 |
 VOW3.DE | 0.02% | 6.91% | $9.06 |
 SMT.L | 0.02% | 0.32% | $0.03 |
 HLT | 0.02% | 0.22% | $0.6 |
 KO | 0.01% | 2.96% | $1.89 |
 A.US | 0.01% | 0.84% | $0.93 |
 RACE | 0.01% | 0.74% | $2.64 |
 LDO.MI | 0% | 1.1% | $0.28 |
 GOOG | 0% | 0.42% | $0.2 |
 AAPL | 0% | 0.49% | $0.97 |
 META | 0% | 0.26% | $1 |
 PSH.L | 0% | 0.01% | - |
 NVDA | 0% | 0.02% | $0.02 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
LOW | Pay Day | Aug 6, 2025 | $1.20 |
PSH.L | Ex-Dividend | Aug 14, 2025 | $0.16 |
HLT | Ex-Dividend | Aug 29, 2025 | $0.15 |
BKNG | Ex-Dividend | Sep 5, 2025 | $9.60 |
GOOG | Ex-Dividend | Sep 8, 2025 | $0.21 |
GOOG | Pay Day | Sep 15, 2025 | $0.21 |
KO | Ex-Dividend | Sep 15, 2025 | $0.51 |
PSH.L | Pay Day | Sep 19, 2025 | $0.16 |
BKNG | Pay Day | Sep 30, 2025 | $9.60 |
HLT | Pay Day | Sep 30, 2025 | $0.15 |
KO | Pay Day | Oct 1, 2025 | $0.51 |
Performance Metrics
Score 6.5/10
Beta
1
1
0
0.8
1.2
0
2
Sharpe Ratio
0.82
0.82
0
0.5
1
1.5
1.5
Sortino Ratio
1.44
1.44
0
1
2
3
3
Jensen's Alpha
1.91
1.91
-2
0
2
4.5
4.5
Omega Ratio
1.21
1.21
0
1
1.5
2.5
2.5
Treynor Ratio
1.21
1.21
0
0.75
1.25
2
2
Information Ratio
0.26
0.26
0
0.3
0.6
1
1
Calmar Ratio
0.59
0.59
0
0.3
0.6
1
1
Beta
1
1
0
0.8
1.2
0
2
Sharpe Ratio
0.82
0.82
0
0.5
1
1.5
1.5
Sortino Ratio
1.44
1.44
0
1
2
3
3
Jensen's Alpha
1.91
1.91
-2
0
2
4.5
4.5
Omega Ratio
1.21
1.21
0
1
1.5
2.5
2.5
Treynor Ratio
1.21
1.21
0
0.75
1.25
2
2
Information Ratio
0.26
0.26
0
0.3
0.6
1
1
Calmar Ratio
0.59
0.59
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
22.28
High:
TSLA
184.76TSLALow:
JUVE.MI
-12.05JUVE.MIDetails
PEG Ratio
1,164.66
High:
BKNG
7,700.2BKNGLow:
NIO
-70.51NIODetails
Price/Book
4.02
High:
NVDA
52.15NVDALow:NIO
-173.6NIODetails
Price/Sales
4.33
High:NVDA
29.71NVDALow:
VOW3.DE
0.14VOW3.DEDetails
Price/CF
24.8
High:
KO
233.26KOLow:
PSH.L
1.96PSH.LDetails
Price/FCF
53.24
High:KO
272.99KOLow:PSH.L
2PSH.LDetails
P/E Ratio
22.28
High:TSLA
184.76TSLALow:JUVE.MI
-12.05JUVE.MIDetails
PEG Ratio
1,164.66
High:BKNG
7,700.2BKNGLow:NIO
-70.51NIODetails
Price/Book
4.02
High:NVDA
52.15NVDALow:NIO
-173.6NIODetails
Price/Sales
4.33
High:NVDA
29.71NVDALow:VOW3.DE
0.14VOW3.DEDetails
Price/CF
24.8
High:KO
233.26KOLow:PSH.L
1.96PSH.LDetails
Price/FCF
53.24
High:KO
272.99KOLow:PSH.L
2PSH.LDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-28.52% | Nov 2021 | Feb 2024 | 27 |
-8.13% | Feb 2025 | Jun 2025 | 4 |
-4.32% | Apr 2024 | Jun 2024 | 2 |
-3.39% | Sep 2021 | Oct 2021 | 1 |
-2.53% | May 2021 | Jun 2021 | 1 |
-2.53% | Oct 2020 | Nov 2020 | 1 |
-2.06% | Dec 2024 | Jan 2025 | 1 |
-0.77% | Jul 2021 | Aug 2021 | 1 |
-0.68% | Jul 2024 | Aug 2024 | 1 |