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-1.93%
This Month
-5.34%
Year To Date
+17.64%
2 Years
+36.36%
5 Years
+124.58%
10 Years
+15.85%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💇♀️ Consumer Services21.4%
- 📊 ETFs18.41%
- 💰 Finance13.46%
- 🧩 Miscellaneous12.13%
- 🛍️ Retail Trade8.65%
- 🖥️ Technology Services8.18%
- 🚗 Consumer Durables4.98%
- 🪙 Cryptocurrencies4.97%
- 💻 Electronic Technology4.28%
- 🚚 Transportation3.27%
- 💵 Cash0.34%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE42.58%
- 🇺🇸 Nasdaq26.27%
- 🇬🇧 LSE25.63%
- 🌍 Digital Currency4.97%
- 🇮🇹 Borsa Italiana0.17%
- 🇩🇪 FRA0.11%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States57.36%
- 🇬🇧 United Kingdom12.13%
- 🇨🇦 Canada5.12%
- 🇮🇹 Italy1.59%
- 🇩🇪 Germany0.11%
- 🇨🇳 China0.05%
Dividends
Dividend Yield
0.55%
15 out of 39 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $QSR (3.52%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 QSR | 0.15% | 3.52% | $2.26 |
 PSH.L | 0.09% | 1.19% | - |
 LOW | 0.09% | 1.85% | $4.45 |
 BKNG | 0.05% | 0.93% | $17.5 |
 JPM | 0.05% | 1.95% | $4.4 |
 SMT.L | 0.02% | 0.36% | $0.03 |
 RACE | 0.02% | 1.16% | $2.64 |
 SBUX | 0.02% | 2.55% | $2.24 |
 MSFT | 0.01% | 0.86% | $3 |
 HLT | 0.01% | 0.2% | $0.6 |
 AAPL | 0.01% | 0.4% | $0.97 |
 META | 0.01% | 0.32% | $1 |
 GS | 0.01% | 1.8% | $11 |
 GOOG | 0.01% | 0.28% | $0.2 |
 BN.US | 0.01% | 0.58% | $0.3 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 5.4/10
Beta
0.99
0.99
0
0.8
1.2
0
2
Sharpe Ratio
0.77
0.77
0
0.5
1
1.5
1.5
Sortino Ratio
1.35
1.35
0
1
2
3
3
Jensen's Alpha
0.16
0.16
-2
0
2
4.5
4.5
Omega Ratio
1.01
1.01
0
1
1.5
2.5
2.5
Treynor Ratio
1.09
1.09
0
0.75
1.25
2
2
Information Ratio
0.01
0.01
0
0.3
0.6
1
1
Calmar Ratio
0.54
0.54
0
0.3
0.6
1
1
Beta
0.99
0.99
0
0.8
1.2
0
2
Sharpe Ratio
0.77
0.77
0
0.5
1
1.5
1.5
Sortino Ratio
1.35
1.35
0
1
2
3
3
Jensen's Alpha
0.16
0.16
-2
0
2
4.5
4.5
Omega Ratio
1.01
1.01
0
1
1.5
2.5
2.5
Treynor Ratio
1.09
1.09
0
0.75
1.25
2
2
Information Ratio
0.01
0.01
0
0.3
0.6
1
1
Calmar Ratio
0.54
0.54
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
27.16
High:
TSLA
377.27TSLALow:
JUVE.MI
-11.05JUVE.MIDetails
PEG Ratio
398
High:
CMG
1,342.9CMGLow:
NIO
-132.09NIODetails
Price/Book
5.29
High:JUVE.MI
64.53JUVE.MILow:BKNG
-24.32BKNGDetails
Price/Sales
5.33
High:
PLTR
88.09PLTRLow:
DHER.DE
0.39DHER.DEDetails
Price/CF
21.93
High:PLTR
214.31PLTRLow:JPM
8.75JPMDetails
Price/FCF
48.08
High:SBUX
1,256.06SBUXLow:JPM
10.48JPMDetails
P/E Ratio
27.16
High:TSLA
377.27TSLALow:JUVE.MI
-11.05JUVE.MIDetails
PEG Ratio
398
High:CMG
1,342.9CMGLow:NIO
-132.09NIODetails
Price/Book
5.29
High:JUVE.MI
64.53JUVE.MILow:BKNG
-24.32BKNGDetails
Price/Sales
5.33
High:PLTR
88.09PLTRLow:DHER.DE
0.39DHER.DEDetails
Price/CF
21.93
High:PLTR
214.31PLTRLow:JPM
8.75JPMDetails
Price/FCF
48.08
High:SBUX
1,256.06SBUXLow:JPM
10.48JPMDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-28.52% | Nov 2021 | Feb 2024 | 27 |
-8.13% | Feb 2025 | Jun 2025 | 4 |
-5.34% | Jan 2026 | - | 3 |
-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 |