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+12.42%
This Month
+2.05%
Year To Date
+27.5%
2 Years
+27.5%
5 Years
+27.5%
10 Years
+27.5%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology32.92%
- 🖥️ Technology Services29.1%
- 💰 Finance17.01%
- 💵 Cash6.63%
- 🛠️ Producer Manufacturing3.46%
- 🚗 Consumer Durables3.38%
- 📊 ETFs2.81%
- 🍞 Consumer Non Durables2.64%
- 💼 Commercial Services1.04%
- 🧪 Process Industries0.67%
- 🏥 Health Services0.58%
- 🪙 Cryptocurrencies0.46%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq46.16%
- 🇺🇸 NYSE27.42%
- 🇬🇧 LSE10.81%
- 🇫🇷 Euronext Paris3.3%
- 🇺🇸 Chicago Board Options Exchange2.81%
- 🇮🇹 Borsa Italiana1.24%
- 🇳🇱 Euronext Amsterdam1.04%
- 🇩🇪 FRA0.82%
- 🌍 Digital Currency0.46%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States69.68%
- 🇬🇧 United Kingdom10.81%
- 🇹🇼 Taiwan3.9%
- 🇫🇷 France3.3%
- 🇮🇹 Italy1.24%
- 🇳🇱 Netherlands1.04%
- 🇩🇪 Germany0.82%
Dividends
Dividend Yield
0.78%
21 out of 41 instruments pay dividend.
3 dividend payments in the next 30 days.
Highest Dividend: $HSBA.L (4.18%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 HSBA.L | 0.35% | 4.18% | $0.49 |
 KO | 0.07% | 2.73% | $1.89 |
 IBM | 0.05% | 2.64% | $6.65 |
 BAC | 0.04% | 2.04% | $0.96 |
 WFC | 0.03% | 2.13% | $1.4 |
 JPM | 0.03% | 1.86% | $4.4 |
 TSM | 0.02% | 0.62% | $1.74 |
 KLAC | 0.02% | 0.42% | $5.65 |
 BA.L | 0.02% | 1.63% | $0.3 |
 MSFT | 0.02% | 0.85% | $3 |
 AM.PA | 0.02% | 1.49% | $3.37 |
 HO.PA | 0.02% | 1.48% | $3.4 |
 DD | 0.01% | 2.15% | $1.48 |
 LDO.MI | 0.01% | 1.09% | $0.28 |
 CI | 0.01% | 2.2% | $5.26 |
 GOOG | 0.01% | 0.25% | $0.2 |
 SAF.PA | 0.01% | 1.11% | $2.2 |
 RR.L | 0.01% | 0.75% | - |
 META | 0.01% | 0.31% | $1 |
 RHM.DE | 0.01% | 0.78% | $5.7 |
 NVDA | 0% | 0.02% | $0.02 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
RR.L | Ex-Dividend | Apr 23, 2026 | $0.07 |
BA.L | Ex-Dividend | Apr 23, 2026 | $0.31 |
JPM | Pay Day | Apr 30, 2026 | $1.50 |
HSBA.L | Pay Day | Apr 30, 2026 | $0.45 |
DD | Ex-Dividend | May 15, 2026 | $0.20 |
HO.PA | Ex-Dividend | May 18, 2026 | $3.43 |
HO.PA | Pay Day | May 20, 2026 | $3.43 |
MSFT | Ex-Dividend | May 21, 2026 | $0.91 |
DD | Pay Day | May 29, 2026 | $0.20 |
RR.L | Pay Day | Jun 3, 2026 | $0.07 |
BA.L | Pay Day | Jun 4, 2026 | $0.31 |
MSFT | Pay Day | Jun 11, 2026 | $0.91 |
TSM | Ex-Dividend | Jun 11, 2026 | $0.95 |
LDO.MI | Ex-Dividend | Jun 22, 2026 | $0.73 |
LDO.MI | Pay Day | Jun 24, 2026 | $0.73 |
TSM | Pay Day | Jul 9, 2026 | $0.95 |
Performance Metrics
Score 6/10
Beta
1.86
1.86
0
0.8
1.2
0
2
Sharpe Ratio
0.69
0.69
0
0.5
1
1.5
1.5
Sortino Ratio
1.47
1.47
0
1
2
3
3
Jensen's Alpha
3.14
3.14
-2
0
2
4.5
4.5
Omega Ratio
1.6
1.6
0
1
1.5
2.5
2.5
Treynor Ratio
0.68
0.68
0
0.75
1.25
2
2
Information Ratio
0.55
0.55
0
0.3
0.6
1
1
Calmar Ratio
1.48
1.48
0
0.3
0.6
2
2
Beta
1.86
1.86
0
0.8
1.2
0
2
Sharpe Ratio
0.69
0.69
0
0.5
1
1.5
1.5
Sortino Ratio
1.47
1.47
0
1
2
3
3
Jensen's Alpha
3.14
3.14
-2
0
2
4.5
4.5
Omega Ratio
1.6
1.6
0
1
1.5
2.5
2.5
Treynor Ratio
0.68
0.68
0
0.75
1.25
2
2
Information Ratio
0.55
0.55
0
0.3
0.6
1
1
Calmar Ratio
1.48
1.48
0
0.3
0.6
2
2
Portfolio Valuation
Based on current positions
P/E Ratio
33.02
High:
TSLA
364.78TSLALow:
IOT
-1,739.77IOTDetails
PEG Ratio
-220.43
High:JPM
602.25JPMLow:
SYM
-4,427.92SYMDetails
Price/Book
8.42
High:
NET
49.39NETLow:DD
1.39DDDetails
Price/Sales
8.93
High:
IONQ
130.8IONQLow:
GLXY
0.08GLXYDetails
Price/CF
21.06
High:
CHYM
185.16CHYMLow:HSBA.L
3.82HSBA.LDetails
Price/FCF
39.25
High:CHYM
417.12CHYMLow:HSBA.L
5HSBA.LDetails
P/E Ratio
33.02
High:TSLA
364.78TSLALow:IOT
-1,739.77IOTDetails
PEG Ratio
-220.43
High:JPM
602.25JPMLow:SYM
-4,427.92SYMDetails
Price/Book
8.42
High:NET
49.39NETLow:DD
1.39DDDetails
Price/Sales
8.93
High:IONQ
130.8IONQLow:GLXY
0.08GLXYDetails
Price/CF
21.06
High:CHYM
185.16CHYMLow:HSBA.L
3.82HSBA.LDetails
Price/FCF
39.25
High:CHYM
417.12CHYMLow:HSBA.L
5HSBA.LDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-12.38% | Nov 2025 | - | 6 |