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+0.1%
Today
-3.9%
This Month
-8.74%
Year To Date
+34.13%
2 Years
+91.59%
5 Years
+15.24%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💇♀️ Consumer Services23.66%
- 📊 ETFs22.55%
- 🧩 Miscellaneous14.49%
- 💰 Finance14.31%
- 🛍️ Retail Trade8.25%
- 💵 Cash5.11%
- 🪙 Cryptocurrencies4.84%
- 🚗 Consumer Durables2.19%
- 💻 Electronic Technology1.89%
- 🖥️ Technology Services1.57%
- ⚡ Utilities0.95%
- 🧬 Health Technology0.89%
- 🍞 Consumer Non Durables0.45%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE47.73%
- 🇬🇧 LSE28.26%
- 🇺🇸 Nasdaq12.93%
- 🌍 Digital Currency4.84%
- 🇪🇸 Bolsa De Madrid0.95%
- 🇮🇹 Borsa Italiana0.73%
- 🇩🇪 FRA0.59%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States47.39%
- 🇬🇧 United Kingdom14.49%
- 🇨🇦 Canada3.68%
- 🇮🇹 Italy1.49%
- 🇪🇸 Spain0.95%
- 🇩🇪 Germany0.59%
- 🇨🇳 China0.05%
Dividends
Dividend Yield
0.63%
20 out of 32 instruments pay dividend.
4 dividend payments in the next 30 days.
Highest Dividend: $VOW3.DE (7.1%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 QSR | 0.13% | 3.64% | $2.26 |
 LOW | 0.12% | 2.1% | $4.45 |
 JPM | 0.08% | 2.18% | $4.4 |
 BKNG | 0.05% | 0.78% | $17.5 |
 SPY5.L | 0.05% | 1.05% | - |
 SPY | 0.05% | 1.28% | - |
 DIA.US | 0.03% | 1.59% | - |
 VOW3.DE | 0.03% | 7.1% | $9.06 |
 SMT.L | 0.02% | 0.4% | $0.03 |
 HLT | 0.02% | 0.29% | $0.6 |
 KO | 0.01% | 2.69% | $1.89 |
 IBE.MC | 0.01% | 1.24% | $0.45 |
 A | 0.01% | 0.94% | $0.93 |
 RACE | 0.01% | 0.7% | $2.64 |
 LDO.MI | 0% | 1.16% | $0.28 |
 GOOG | 0% | 0.52% | $0.2 |
 AAPL | 0% | 0.51% | $0.97 |
 META | 0% | 0.4% | $1 |
 PSH.L | 0% | 0.01% | - |
 NVDA | 0% | 0.04% | $0.02 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
RACE | Ex-Dividend | Apr 22, 2025 | $3.12 |
LOW | Ex-Dividend | Apr 23, 2025 | $1.15 |
A | Pay Day | Apr 23, 2025 | $0.25 |
JPM | Pay Day | Apr 30, 2025 | $1.40 |
RACE | Pay Day | May 6, 2025 | $3.12 |
LOW | Pay Day | May 7, 2025 | $1.15 |
PSH.L | Ex-Dividend | May 15, 2025 | $0.16 |
PSH.L | Pay Day | Jun 20, 2025 | $0.16 |
LDO.MI | Ex-Dividend | Jun 23, 2025 | $0.56 |
LDO.MI | Pay Day | Jun 25, 2025 | $0.56 |
Performance Metrics
Score 6.2/10
Beta
1
1
0
0.8
1.2
0
2
Sharpe Ratio
0.73
0.73
0
0.5
1
1.5
1.5
Sortino Ratio
1.28
1.28
0
1
2
3
3
Jensen's Alpha
1.88
1.88
-2
0
2
4.5
4.5
Omega Ratio
1.21
1.21
0
1
1.5
2.5
2.5
Treynor Ratio
1.1
1.1
0
0.75
1.25
2
2
Information Ratio
0.25
0.25
0
0.3
0.6
1
1
Calmar Ratio
0.54
0.54
0
0.3
0.6
1
1
Beta
1
1
0
0.8
1.2
0
2
Sharpe Ratio
0.73
0.73
0
0.5
1
1.5
1.5
Sortino Ratio
1.28
1.28
0
1
2
3
3
Jensen's Alpha
1.88
1.88
-2
0
2
4.5
4.5
Omega Ratio
1.21
1.21
0
1
1.5
2.5
2.5
Treynor Ratio
1.1
1.1
0
0.75
1.25
2
2
Information Ratio
0.25
0.25
0
0.3
0.6
1
1
Calmar Ratio
0.54
0.54
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
16.77
High:
TSLA
118.42TSLALow:
JUVE.MI
-13.07JUVE.MIDetails
PEG Ratio
77.55
High:
A
642.06ALow:
DHER.DE
-27.34DHER.DEDetails
Price/Book
2.98
High:
AAPL
44.38AAPLLow:
BKNG
-37.48BKNGDetails
Price/Sales
3.42
High:
NVDA
19.21NVDALow:
VOW3.DE
0.14VOW3.DEDetails
Price/CF
22.74
High:TSLA
95.18TSLALow:
PSH.L
1.96PSH.LDetails
Price/FCF
42.22
High:TSLA
396.62TSLALow:PSH.L
2PSH.LDetails
P/E Ratio
16.77
High:TSLA
118.42TSLALow:JUVE.MI
-13.07JUVE.MIDetails
PEG Ratio
77.55
High:A
642.06ALow:DHER.DE
-27.34DHER.DEDetails
Price/Book
2.98
High:AAPL
44.38AAPLLow:BKNG
-37.48BKNGDetails
Price/Sales
3.42
High:NVDA
19.21NVDALow:VOW3.DE
0.14VOW3.DEDetails
Price/CF
22.74
High:TSLA
95.18TSLALow:PSH.L
1.96PSH.LDetails
Price/FCF
42.22
High:TSLA
396.62TSLALow:PSH.L
2PSH.LDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-28.52% | Nov 2021 | Feb 2024 | 27 |
-11.8% | Feb 2025 | - | 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 |