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+11.64%
This Month
+67.99%
Year To Date
+149.41%
2 Years
+214.02%
5 Years
-100%
10 Years
-81.89%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash28.11%
- 🪙 Cryptocurrencies14.61%
- 💻 Electronic Technology9.3%
- 📊 ETFs7.18%
- 💰 Finance7.03%
- 📈 Indexes4.61%
- 🖥️ Technology Services3.82%
- 🛍️ Retail Trade3.16%
- 🍞 Consumer Non Durables1.98%
- 🚚 Transportation1.8%
- 💼 Commercial Services1.43%
- 🚗 Consumer Durables1.3%
- 🧬 Health Technology1.14%
- 💇♀️ Consumer Services0.96%
- ⚡ Utilities0.88%
- 🏭 Industrial Services0.64%
- ⛏️ Energy Minerals0.63%
- 🧪 Process Industries0.59%
- 🏥 Health Services0.38%
- 📦 Distribution Services0.33%
- 📡 Communications0.29%
- 🪨 Non Energy Minerals0.22%
- 💹 Forex0.15%
- 🧩 Miscellaneous0.07%
- ❓ Other0.03%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq16.87%
- 🌍 Digital Currency14.61%
- 🇺🇸 NYSE11.3%
- 🇬🇧 LSE5.58%
- 🌍 CFD4.61%
- 🇩🇪 Xetra ETFs3.86%
- 🇫🇷 Euronext Paris1.43%
- 🇳🇱 Euronext Amsterdam0.98%
- 🇮🇹 Borsa Italiana0.69%
- 🇸🇪 Stockholm Stock Exchange0.58%
- 🇩🇪 FRA0.53%
- 🇭🇰 Hong Kong Exchanges0.5%
- 🇪🇸 Bolsa De Madrid0.41%
- 🇳🇴 Oslo Stock Exchange0.34%
- 🌍 FX0.15%
- 🇨🇭 SIX0.08%
- Abu Dhabi0.03%
- 🇩🇰 Copenhagen Stock Exchange-0.04%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States22.46%
- 🇬🇧 United Kingdom4.39%
- 🇨🇳 China1.71%
- 🇳🇱 Netherlands1.59%
- 🇫🇷 France1.45%
- 🇮🇹 Italy0.69%
- 🇧🇷 Brazil0.58%
- 🇫🇮 Finland0.55%
- 🇩🇪 Germany0.5%
- 🇬🇷 Greece0.44%
- 🇹🇼 Taiwan0.41%
- 🇪🇸 Spain0.41%
- 🇨🇦 Canada0.38%
- 🇳🇴 Norway0.34%
- 🇧🇲 Bermuda0.18%
- 🇰🇷 South Korea0.08%
- 🇸🇬 Singapore0.07%
- 🇮🇱 Israel0.06%
- 🇮🇪 Ireland0.06%
- 🇸🇪 Sweden0.03%
- 🇦🇹 Austria0.02%
- 🇰🇾 Cayman Islands0.01%
- 🇷🇺 Russia0%
- 🇩🇰 Denmark-0.04%
- 🇺🇾 Uruguay-0.04%
- 🇨🇭 Switzerland-0.08%
- 🇱🇺 Luxembourg-0.35%
Dividends
Dividend Yield
0.75%
169 out of 269 instruments pay dividend.
29 dividend payments in the next 30 days.
Highest Dividend: $OGZDL.L (67.74%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 HAUTO.OL | 0.05% | 32.36% | - |
 NDA_SE.ST | 0.04% | 6.87% | $10.62 |
 LGEN.L | 0.03% | 9.09% | $0.2 |
 ISP.MI | 0.03% | 6.07% | $0.3 |
 BNP.PA | 0.03% | 6.39% | $4.6 |
 WAWI.OL | 0.03% | 16.27% | - |
 INGA.NV | 0.03% | 4.83% | $1.11 |
 ASHM.L | 0.03% | 9.24% | $0.17 |
 LAND.L | 0.03% | 6.77% | $0.4 |
 SW.PA | 0.02% | 4.86% | $3.1 |
 NEXI.MI | 0.02% | 5.04% | - |
 NWG | 0.02% | 4.23% | $0.42 |
 BAER.ZU | 0.02% | 4.71% | $2.6 |
 BBVA.MC | 0.02% | 3.6% | $0.45 |
 PHNX.L | 0.02% | 8.37% | $0.53 |
 RF.PA | 0.02% | 4.46% | $2.42 |
 CIVI | 0.02% | 5.74% | $2 |
 MNG.L | 0.02% | 8.05% | $0.2 |
 PEP | 0.01% | 3.91% | $5.15 |
 AALB.NV | 0.01% | 3.91% | $1.13 |
 TEP.PA | 0.01% | 6.59% | $3.85 |
 ZIM | 0.01% | 48.74% | $0.23 |
 PSN.L | 0.01% | 5.17% | $0.6 |
 DAC | 0.01% | 3.83% | $3.15 |
 BCS | 0.01% | 2.08% | $0.39 |
 CNQ | 0.01% | 5.35% | $1.48 |
 GSK | 0.01% | 3.73% | $1.45 |
 INSW | 0.01% | 6.94% | $5.74 |
 0390.HK | 0.01% | 5.02% | $0.21 |
 DGE.L | 0.01% | 4.4% | $0.81 |
 BBY | 0.01% | 4.93% | $3.72 |
 LMT | 0.01% | 2.62% | $12.45 |
 CVX | 0.01% | 4.4% | $6.28 |
 TGT | 0.01% | 5.08% | $4.42 |
 NWL | 0.01% | 5.19% | $0.28 |
 ES | 0.01% | 4.1% | $2.78 |
 QCOM | 0.01% | 2.06% | $3.25 |
 AVGO | 0.01% | 0.7% | $19.7 |
 EVRG | 0.01% | 3.48% | $2.54 |
 MSFT | 0.01% | 0.66% | $3 |
 SBLK | 0.01% | 4.29% | $1.82 |
 3323.HK | 0.01% | 3.07% | $0.25 |
 JNJ | 0.01% | 2.69% | $4.81 |
 EIX | 0.01% | 5.99% | $3.04 |
 KO | 0% | 3.02% | $1.89 |
 BABA | 0% | 0.55% | $0.98 |
 CCOI | 0% | 9.66% | $3.84 |
 KMB | 0% | 4.08% | $4.8 |
 MCD | 0% | 2.35% | $6.53 |
 NKE | 0% | 2.22% | $1.45 |
 MDT.US | 0% | 2.89% | $2.77 |
 PUK | 0% | 1.72% | $0.41 |
 NOC | 0% | 1.43% | $7.67 |
 NEE | 0% | 2.77% | $1.97 |
 SYY | 0% | 2.56% | $2.01 |
 PAH3.DE | 0% | 5.59% | $2.56 |
 ELS | 0% | 3.27% | $1.85 |
 APD | 0% | 2.63% | $7.04 |
 PG | 0% | 2.71% | $3.83 |
 TXN | 0% | 3.05% | $5.14 |
 ASML | 0% | 0.59% | $5.57 |
 MKC | 0% | 2.61% | $1.62 |
 AMAT | 0% | 0.82% | $1.44 |
 TSM | 0% | 0.84% | $1.74 |
 GD | 0% | 1.72% | $5.48 |
 ATO | 0% | 2.04% | $3.16 |
 ADP | 0% | 2.11% | $5.45 |
 DEO | 0% | 4.24% | $3.99 |
 ADI | 0% | 1.61% | $3.56 |
 META | 0% | 0.36% | $1 |
 MO | 0% | 6.27% | $3.92 |
 CL | 0% | 2.64% | $1.96 |
 LHX | 0% | 1.6% | $4.6 |
 ORCL | 0% | 0.66% | $1.6 |
 RTX | 0% | 1.57% | $2.44 |
 JD.US | 0% | 2.77% | $0.74 |
 LOW | 0% | 1.91% | $4.45 |
 SPGI | 0% | 0.8% | $3.62 |
 BDX | 0% | 2.15% | $3.76 |
 LIN | 0% | 1.26% | $5.33 |
 NOVO-B.CO | 0% | 3.08% | $9.4 |
 RHM.DE | 0% | 0.41% | $5.7 |
 RR.L | 0% | 0.9% | - |
 ATKR | 0% | 2.03% | $0.64 |
 GOOGL | 0% | 0.33% | $0.2 |
 MU | 0% | 0.24% | $0.46 |
 RSG | 0% | 1.06% | $2.14 |
 AAPL | 0% | 0.4% | $0.97 |
 CHD | 0% | 1.33% | $1.11 |
 EVO.ST | 0% | 4.04% | $31.03 |
 SHW | 0% | 0.89% | $2.64 |
 ITV.L | 0% | 6.46% | $0.05 |
 CRM | 0% | 0.69% | $0.4 |
 SUZ | 0% | 2.78% | $0.2 |
 CSCO | 0% | 2.4% | $1.58 |
 MC.PA | 0% | 2.36% | $13 |
 SMSN.L | 0% | 1.31% | $23.68 |
 AZN.L | 0% | 1.95% | $2.28 |
 AMGN | 0% | 3.15% | $8.76 |
 DELL | 0% | 1.44% | $1.63 |
 JOE | 0% | 1.14% | $0.48 |
 BKNG | 0% | 0.69% | $17.5 |
 CVGW | 0% | 3.06% | $0.4 |
 CMCSA | 0% | 4.21% | $1.2 |
 SNY | 0% | 3.14% | $1.48 |
 BN.US | 0% | 0.52% | $0.3 |
 GILD | 0% | 2.79% | $3.04 |
 TMUS | 0% | 1.59% | $1.95 |
 CME | 0% | 4.04% | $9.75 |
 DG.PA | 0% | 4.02% | $4.5 |
 BRO | 0% | 0.63% | $0.51 |
 BTI | 0% | 5.87% | $2.92 |
 CASY | 0% | 0.38% | $1.79 |
 MA | 0% | 0.52% | $2.46 |
 9988.HK | 0% | 0.56% | $0.98 |
 ASML.NV | 0% | 0.74% | $6.1 |
 HON | 0% | 2.19% | $4.27 |
 NVDA | 0% | 0.02% | $0.02 |
 MDLZ | 0% | 3.05% | $1.7 |
 COST | 0% | 0.54% | $19.22 |
 3750.HK | 0% | 0.18% | - |
 PVH | 0% | 0.18% | $0.15 |
 EQIX | 0% | 2.35% | $16.19 |
 NTES | 0% | 1.91% | $2.58 |
 BA.L | 0% | 1.66% | $0.3 |
 LRCX | 0% | 0.65% | $8 |
 GOOG | 0% | 0.33% | $0.2 |
 KLAC | 0% | 0.65% | $5.65 |
 RCL | 0% | 0.97% | - |
 OGZDL.L | 0% | 67.74% | - |
 MAR | 0% | 0.97% | $2.19 |
 CTAS | 0% | 0.8% | $5.4 |
 IDR.MC | 0% | 0.51% | $0.2 |
 GE | 0% | 0.46% | $0.44 |
 MRVL | 0% | 0.28% | $0.24 |
 ROSNL.L | 0% | 21.42% | - |
 SCCO | 0% | -2.21% | $-3.76 |
 INTC | 0% | -0.34% | $-0.5 |
 0968.HK | 0% | 1.1% | $0.23 |
 CEG | 0% | -0.42% | - |
 INTU | 0% | 0.64% | $3.6 |
 WAB | 0% | 0.47% | $0.74 |
 CARR | 0% | 1.45% | $0.76 |
 V | 0% | 0.67% | $2.01 |
 SU.PA | 0% | 1.56% | $3.5 |
 VRSK | 0% | 0.7% | $1.46 |
 WFRD | 0% | -1.52% | - |
 SIE.DE | 0% | 2.16% | $4.7 |
 01211.HK | 0% | 1.32% | $3.41 |
 SW | 0% | 3.8% | $1.18 |
 UI | 0% | 0.39% | $2.4 |
 NEX.PA | 0% | 1.98% | $2.3 |
 SBUX | 0% | -2.83% | $-2.24 |
 IRDM | 0% | -3.04% | $-0.53 |
 TT | 0% | 0.86% | $3.27 |
 GRMN | 0% | 1.4% | $3.71 |
 PRY.MI | 0% | 0.92% | $0.7 |
 ROCKB.CO | 0% | 2.67% | $43 |
 VOD | 0% | -4.15% | $-0.94 |
 ETN | 0% | 1.09% | $3.6 |
 GAW.L | 0% | 3.93% | $5.5 |
 KHC | 0% | -6.14% | $-1.6 |
 IBE.MC | -0.01% | 3.21% | $0.45 |
 ABBN.ZU | -0.01% | 1.54% | $0.87 |
 PAA | -0.01% | -8.67% | $-1.17 |
 XEL | -0.01% | -2.81% | $-2.13 |
 CSWC | -0.01% | -10.62% | $-2.27 |
 AGNC | -0.01% | -14.31% | $-1.44 |
 ITUB | -0.03% | -5.49% | $-0.15 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
EIX | Ex-Dividend | Oct 7, 2025 | $0.83 |
MA | Ex-Dividend | Oct 9, 2025 | $0.76 |
AGNC | Pay Day | Oct 9, 2025 | -$0.12 |
ORCL | Ex-Dividend | Oct 9, 2025 | $0.50 |
BBY | Pay Day | Oct 9, 2025 | $0.95 |
CRM | Pay Day | Oct 9, 2025 | $0.42 |
INTU | Ex-Dividend | Oct 9, 2025 | $1.20 |
GSK | Pay Day | Oct 9, 2025 | $0.43 |
GD | Ex-Dividend | Oct 10, 2025 | $1.50 |
MO | Pay Day | Oct 10, 2025 | $1.06 |
0968.HK | Pay Day | Oct 10, 2025 | $0.00 |
MRVL | Ex-Dividend | Oct 10, 2025 | $0.06 |
ELS | Pay Day | Oct 10, 2025 | $0.52 |
RCL | Pay Day | Oct 13, 2025 | $1.00 |
DG.PA | Ex-Dividend | Oct 14, 2025 | $1.21 |
MDLZ | Pay Day | Oct 14, 2025 | $0.50 |
MKC | Ex-Dividend | Oct 14, 2025 | $0.45 |
RSG | Pay Day | Oct 15, 2025 | $0.62 |
LRCX | Pay Day | Oct 15, 2025 | $0.26 |
CSWC | Ex-Dividend | Oct 15, 2025 | -$0.19 |
DG.PA | Pay Day | Oct 16, 2025 | $1.21 |
DGE.L | Ex-Dividend | Oct 16, 2025 | $0.84 |
ITV.L | Ex-Dividend | Oct 16, 2025 | $0.02 |
PSN.L | Ex-Dividend | Oct 16, 2025 | $0.27 |
PUK | Pay Day | Oct 16, 2025 | $0.15 |
CL | Ex-Dividend | Oct 17, 2025 | $0.52 |
INTU | Pay Day | Oct 17, 2025 | $1.20 |
MNG.L | Pay Day | Oct 17, 2025 | $0.09 |
DEO | Ex-Dividend | Oct 17, 2025 | $2.52 |
XEL | Pay Day | Oct 20, 2025 | -$0.57 |
MU | Pay Day | Oct 21, 2025 | $0.12 |
DELL | Ex-Dividend | Oct 21, 2025 | $0.52 |
CSCO | Pay Day | Oct 22, 2025 | $0.41 |
CMCSA | Pay Day | Oct 22, 2025 | $0.33 |
LOW | Ex-Dividend | Oct 22, 2025 | $1.20 |
ORCL | Pay Day | Oct 23, 2025 | $0.50 |
SYY | Pay Day | Oct 24, 2025 | $0.54 |
GE | Pay Day | Oct 27, 2025 | $0.36 |
MKC | Pay Day | Oct 27, 2025 | $0.45 |
PHNX.L | Pay Day | Oct 30, 2025 | $0.37 |
MRVL | Pay Day | Oct 30, 2025 | $0.06 |
EIX | Pay Day | Oct 31, 2025 | $0.83 |
TXN | Ex-Dividend | Oct 31, 2025 | $1.42 |
CASY | Ex-Dividend | Oct 31, 2025 | $0.57 |
DELL | Pay Day | Oct 31, 2025 | $0.52 |
PAA | Ex-Dividend | Oct 31, 2025 | -$0.38 |
CVGW | Pay Day | Oct 31, 2025 | $0.20 |
CSWC | Pay Day | Oct 31, 2025 | -$0.19 |
BBVA.MC | Ex-Dividend | Nov 5, 2025 | $0.38 |
LOW | Pay Day | Nov 5, 2025 | $1.20 |
ASHM.L | Ex-Dividend | Nov 6, 2025 | $0.16 |
MA | Pay Day | Nov 7, 2025 | $0.76 |
BBVA.MC | Pay Day | Nov 7, 2025 | $0.38 |
PSN.L | Pay Day | Nov 7, 2025 | $0.27 |
APD | Pay Day | Nov 10, 2025 | $1.79 |
TGT | Ex-Dividend | Nov 12, 2025 | $1.14 |
TXN | Pay Day | Nov 12, 2025 | $1.42 |
CL | Pay Day | Nov 14, 2025 | $0.52 |
SBUX | Ex-Dividend | Nov 14, 2025 | -$0.62 |
HON | Ex-Dividend | Nov 14, 2025 | $1.19 |
GD | Pay Day | Nov 14, 2025 | $1.50 |
CASY | Pay Day | Nov 14, 2025 | $0.57 |
PAA | Pay Day | Nov 14, 2025 | -$0.38 |
MSFT | Ex-Dividend | Nov 20, 2025 | $0.91 |
AMAT | Ex-Dividend | Nov 20, 2025 | $0.46 |
SPGI | Ex-Dividend | Nov 25, 2025 | $0.96 |
ITV.L | Pay Day | Nov 25, 2025 | $0.02 |
TMUS | Ex-Dividend | Nov 26, 2025 | $1.02 |
SBUX | Pay Day | Nov 28, 2025 | -$0.62 |
TGT | Pay Day | Dec 1, 2025 | $1.14 |
MC.PA | Ex-Dividend | Dec 2, 2025 | $6.47 |
MC.PA | Pay Day | Dec 4, 2025 | $6.47 |
DGE.L | Pay Day | Dec 4, 2025 | $0.84 |
DEO | Pay Day | Dec 4, 2025 | $2.52 |
HON | Pay Day | Dec 5, 2025 | $1.19 |
ASHM.L | Pay Day | Dec 8, 2025 | $0.16 |
SPGI | Pay Day | Dec 10, 2025 | $0.96 |
MSFT | Pay Day | Dec 11, 2025 | $0.91 |
AMAT | Pay Day | Dec 11, 2025 | $0.46 |
TMUS | Pay Day | Dec 11, 2025 | $1.02 |
TSM | Ex-Dividend | Dec 11, 2025 | $0.84 |
GRMN | Ex-Dividend | Dec 12, 2025 | $0.90 |
GRMN | Pay Day | Dec 26, 2025 | $0.90 |
BTI | Ex-Dividend | Dec 30, 2025 | $0.75 |
TSM | Pay Day | Jan 8, 2026 | $0.84 |
BTI | Pay Day | Feb 9, 2026 | $0.75 |
Performance Metrics
Score 4.5/10
Beta
1.98
1.98
0
0.8
1.2
0
2
Sharpe Ratio
0.13
0.13
0
0.5
1
1.5
1.5
Sortino Ratio
0.36
0.36
0
1
2
3
3
Jensen's Alpha
7.62
7.62
-2
0
2
8
8
Omega Ratio
1.13
1.13
0
1
1.5
2.5
2.5
Treynor Ratio
1.26
1.26
0
0.75
1.25
2
2
Information Ratio
0.08
0.08
0
0.3
0.6
1
1
Calmar Ratio
-0.82
-0.82
-1
0.3
0.6
1
1
Beta
1.98
1.98
0
0.8
1.2
0
2
Sharpe Ratio
0.13
0.13
0
0.5
1
1.5
1.5
Sortino Ratio
0.36
0.36
0
1
2
3
3
Jensen's Alpha
7.62
7.62
-2
0
2
8
8
Omega Ratio
1.13
1.13
0
1
1.5
2.5
2.5
Treynor Ratio
1.26
1.26
0
0.75
1.25
2
2
Information Ratio
0.08
0.08
0
0.3
0.6
1
1
Calmar Ratio
-0.82
-0.82
-1
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
39.88
High:
PLTR
575.17PLTRLow:
MRVL
-680.51MRVLDetails
PEG Ratio
587.67
High:
AAPL
26,662.13AAPLLow:
GSAT
-1,563.74GSATDetails
Price/Book
12.17
High:
APP
198.19APPLow:
NIO
-102.72NIODetails
Price/Sales
9.34
High:
MSTR
233.32MSTRLow:
0390.HK
0.080390.HKDetails
Price/CF
26.9
High:MSTR
7,511.07MSTRLow:
ZIM
0.56ZIMDetails
Price/FCF
50.27
High:
PEP
5,253.35PEPLow:ZIM
0.87ZIMDetails
P/E Ratio
39.88
High:PLTR
575.17PLTRLow:MRVL
-680.51MRVLDetails
PEG Ratio
587.67
High:AAPL
26,662.13AAPLLow:GSAT
-1,563.74GSATDetails
Price/Book
12.17
High:APP
198.19APPLow:NIO
-102.72NIODetails
Price/Sales
9.34
High:MSTR
233.32MSTRLow:0390.HK
0.080390.HKDetails
Price/CF
26.9
High:MSTR
7,511.07MSTRLow:ZIM
0.56ZIMDetails
Price/FCF
50.27
High:PEP
5,253.35PEPLow:ZIM
0.87ZIMDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-100% | Sep 2016 | - | 110 |