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+0.74%
This Month
+12.44%
Year To Date
+39.61%
2 Years
+64.5%
5 Years
+136.05%
10 Years
+17.77%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs26.73%
- 💇♀️ Consumer Services21.86%
- 🧩 Miscellaneous16.06%
- 💰 Finance12.1%
- 🛍️ Retail Trade7.97%
- 🪙 Cryptocurrencies5.28%
- 🖥️ Technology Services2.64%
- 🚗 Consumer Durables2.64%
- 💻 Electronic Technology2.17%
- 🧬 Health Technology0.92%
- ⚡ Utilities0.85%
- 🍞 Consumer Non Durables0.33%
- 💼 Commercial Services0.29%
- 🚚 Transportation0.14%
- 💵 Cash0.03%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE43.32%
- 🇬🇧 LSE32.73%
- 🇺🇸 Nasdaq16.21%
- 🌍 Digital Currency5.28%
- 🇩🇪 Xetra ETFs0.9%
- 🇪🇸 Bolsa De Madrid0.85%
- 🇩🇪 FRA0.51%
- 🇮🇹 Borsa Italiana0.18%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States46.42%
- 🇬🇧 United Kingdom16.06%
- 🇨🇦 Canada3.42%
- 🇪🇸 Spain0.85%
- 🇮🇹 Italy0.66%
- 🇩🇪 Germany0.51%
- 🇨🇳 China0.05%
Dividends
Dividend Yield
0.55%
17 out of 36 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $VOW3.DE (5.91%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 QSR | 0.11% | 3.51% | $2.26 |
 PSH.L | 0.1% | 1% | - |
 LOW | 0.1% | 1.92% | $4.45 |
 JPM | 0.07% | 1.82% | $4.4 |
 BKNG | 0.04% | 0.7% | $17.5 |
 IBE.MC | 0.02% | 2.86% | $0.45 |
 VOW3.DE | 0.02% | 5.91% | $9.06 |
 SMT.L | 0.02% | 0.38% | $0.03 |
 HLT | 0.02% | 0.21% | $0.6 |
 KO | 0.01% | 2.89% | $1.89 |
 SBUX | 0.01% | 2.88% | $2.24 |
 A.US | 0.01% | 0.71% | $0.93 |
 GOOG | 0% | 0.27% | $0.2 |
 RACE | 0% | 0.96% | $2.64 |
 AAPL | 0% | 0.38% | $0.97 |
 META | 0% | 0.32% | $1 |
 NVDA | 0% | 0.02% | $0.02 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
PSH.L | Pay Day | Dec 19, 2025 | $0.16 |
Performance Metrics
Score 5.9/10
Beta
0.99
0.99
0
0.8
1.2
0
2
Sharpe Ratio
0.83
0.83
0
0.5
1
1.5
1.5
Sortino Ratio
1.46
1.46
0
1
2
3
3
Jensen's Alpha
0.81
0.81
-2
0
2
4.5
4.5
Omega Ratio
1.07
1.07
0
1
1.5
2.5
2.5
Treynor Ratio
1.19
1.19
0
0.75
1.25
2
2
Information Ratio
0.09
0.09
0
0.3
0.6
1
1
Calmar Ratio
0.59
0.59
0
0.3
0.6
1
1
Beta
0.99
0.99
0
0.8
1.2
0
2
Sharpe Ratio
0.83
0.83
0
0.5
1
1.5
1.5
Sortino Ratio
1.46
1.46
0
1
2
3
3
Jensen's Alpha
0.81
0.81
-2
0
2
4.5
4.5
Omega Ratio
1.07
1.07
0
1
1.5
2.5
2.5
Treynor Ratio
1.19
1.19
0
0.75
1.25
2
2
Information Ratio
0.09
0.09
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
25.89
High:
TSLA
306.67TSLALow:
JUVE.MI
-16.95JUVE.MIDetails
PEG Ratio
701.35
High:
LOW
3,533.87LOWLow:
NIO
-136.88NIODetails
Price/Book
4.34
High:JUVE.MI
74.43JUVE.MILow:
BKNG
-36.16BKNGDetails
Price/Sales
4.83
High:
NVDA
22.9NVDALow:
VOW3.DE
0.17VOW3.DEDetails
Price/CF
24.69
High:JUVE.MI
173.13JUVE.MILow:VOW3.DE
2.99VOW3.DEDetails
Price/FCF
54.78
High:
SBUX
1,256.06SBUXLow:
PSH.L
11.3PSH.LDetails
P/E Ratio
25.89
High:TSLA
306.67TSLALow:JUVE.MI
-16.95JUVE.MIDetails
PEG Ratio
701.35
High:LOW
3,533.87LOWLow:NIO
-136.88NIODetails
Price/Book
4.34
High:JUVE.MI
74.43JUVE.MILow:BKNG
-36.16BKNGDetails
Price/Sales
4.83
High:NVDA
22.9NVDALow:VOW3.DE
0.17VOW3.DEDetails
Price/CF
24.69
High:JUVE.MI
173.13JUVE.MILow:VOW3.DE
2.99VOW3.DEDetails
Price/FCF
54.78
High:SBUX
1,256.06SBUXLow:PSH.L
11.3PSH.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 |
-0.14% | Oct 2025 | Nov 2025 | 1 |