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+4.38%
This Month
+28.65%
Year To Date
+43.46%
2 Years
+87.23%
5 Years
+266.81%
10 Years
+24.19%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs30.41%
- 🧩 Miscellaneous21.39%
- 💻 Electronic Technology18.44%
- 🖥️ Technology Services11.76%
- 🛍️ Retail Trade9.61%
- 💰 Finance4.99%
- 🛠️ Producer Manufacturing2.2%
- 💵 Cash0.77%
- 🚚 Transportation0.69%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq38.22%
- 🇺🇸 NYSE28.96%
- 🇬🇧 LSE27.96%
- 🇺🇸 Chicago Board Options Exchange4.35%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States33.22%
- 🇬🇧 United Kingdom12.88%
- 🇹🇼 Taiwan0.91%
- 🇨🇳 China0.68%
Dividends
Dividend Yield
0.53%
18 out of 36 instruments pay dividend.
2 dividend payments in the next 30 days.
Highest Dividend: $LLOY.L (3.31%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 TSCO.L | 0.24% | 3.02% | $0.12 |
 LLOY.L | 0.17% | 3.31% | $0.03 |
 SPY | 0.06% | 0.95% | - |
 ORCL | 0.01% | 1.32% | $1.6 |
 AVGO | 0.01% | 0.7% | $19.7 |
 MSFT | 0.01% | 0.72% | $3 |
 CRM | 0.01% | 0.71% | $0.4 |
 TSM | 0.01% | 0.68% | $1.74 |
 BABA | 0.01% | 0.85% | $0.98 |
 AMAT | 0.01% | 0.43% | $1.44 |
 LRCX | 0% | 0.35% | $8 |
 META | 0% | 0.29% | $1 |
 AAPL | 0% | 0.31% | $0.97 |
 MU | 0% | 0.05% | $0.46 |
 GOOGL | 0% | 0.24% | $0.2 |
 NVDA | 0% | 0.12% | $0.02 |
 MRVL | 0% | 0.1% | $0.24 |
 ISF.L | 0% | 0.03% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 DFEN | Ex-Dividend | Sep 23, 2026 | $0.00 |
META | Pay Day | Sep 28, 2026 | $0.53 |
AVGO | Pay Day | Sep 30, 2026 | $0.65 |
MU | Ex-Dividend | Oct 6, 2026 | $0.15 |
ORCL | Ex-Dividend | Oct 10, 2026 | $0.50 |
MRVL | Ex-Dividend | Oct 10, 2026 | $0.06 |
TSCO.L | Ex-Dividend | Oct 13, 2026 | $0.13 |
 INTC | Ex-Dividend | Nov 7, 2026 | $0.12 |
AAPL | Ex-Dividend | Nov 10, 2026 | $0.27 |
MSFT | Ex-Dividend | Nov 20, 2026 | $0.91 |
AMAT | Ex-Dividend | Nov 20, 2026 | $0.53 |
GOOGL | Ex-Dividend | Dec 4, 2026 | $0.22 |
NVDA | Ex-Dividend | Dec 10, 2026 | $0.25 |
TSM | Ex-Dividend | Dec 16, 2026 | $0.95 |
CRM | Ex-Dividend | Dec 17, 2026 | $0.44 |
LRCX | Ex-Dividend | Dec 17, 2026 | $0.26 |
META | Ex-Dividend | Dec 21, 2026 | $0.53 |
AVGO | Ex-Dividend | Dec 21, 2026 | $0.65 |
LLOY.L | Ex-Dividend | Feb 4, 2027 | $0.03 |
BABA | Ex-Dividend | Jun 11, 2027 | $1.05 |
Performance Metrics
Score 7/10
Beta
0.99
0.99
0
0.8
1.2
0
2
Sharpe Ratio
0.93
0.93
0
0.5
1
1.5
1.5
Sortino Ratio
1.67
1.67
0
1
2
3
3
Jensen's Alpha
3.54
3.54
-2
0
2
4.5
4.5
Omega Ratio
1.23
1.23
0
1
1.5
2.5
2.5
Treynor Ratio
1.58
1.58
0
0.75
1.25
2
2
Information Ratio
0.27
0.27
0
0.3
0.6
1
1
Calmar Ratio
0.72
0.72
0
0.3
0.6
1
1
Beta
0.99
0.99
0
0.8
1.2
0
2
Sharpe Ratio
0.93
0.93
0
0.5
1
1.5
1.5
Sortino Ratio
1.67
1.67
0
1
2
3
3
Jensen's Alpha
3.54
3.54
-2
0
2
4.5
4.5
Omega Ratio
1.23
1.23
0
1
1.5
2.5
2.5
Treynor Ratio
1.58
1.58
0
0.75
1.25
2
2
Information Ratio
0.27
0.27
0
0.3
0.6
1
1
Calmar Ratio
0.72
0.72
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
34.38
High:
DDOG
687.32DDOGLow:
CRWD
-3,974.1CRWDDetails
PEG Ratio
-109.54
High:
NOW
471.47NOWLow:CRWD
-5,401.66CRWDDetails
Price/Book
10.63
High:
APP
72.14APPLow:LLOY.L
1.37LLOY.LDetails
Price/Sales
9.32
High:
PLTR
62.4PLTRLow:TSCO.L
0.42TSCO.LDetails
Price/CF
23.61
High:PLTR
138.09PLTRLow:LLOY.L
7.03LLOY.LDetails
Price/FCF
48.16
High:BABA
1,196.17BABALow:CRM
11.73CRMDetails
P/E Ratio
34.38
High:DDOG
687.32DDOGLow:CRWD
-3,974.1CRWDDetails
PEG Ratio
-109.54
High:NOW
471.47NOWLow:CRWD
-5,401.66CRWDDetails
Price/Book
10.63
High:APP
72.14APPLow:LLOY.L
1.37LLOY.LDetails
Price/Sales
9.32
High:PLTR
62.4PLTRLow:TSCO.L
0.42TSCO.LDetails
Price/CF
23.61
High:PLTR
138.09PLTRLow:LLOY.L
7.03LLOY.LDetails
Price/FCF
48.16
High:BABA
1,196.17BABALow:CRM
11.73CRMDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-30.05% | Jan 2022 | Feb 2024 | 25 |
-14.67% | Feb 2025 | Sep 2025 | 7 |
-9.33% | Sep 2021 | Nov 2021 | 2 |
-8.39% | Feb 2026 | Apr 2026 | 2 |
-7.84% | Jul 2026 | - | 3 |
-6.8% | Sep 2020 | Nov 2020 | 2 |
-5.41% | Apr 2024 | Jun 2024 | 2 |
-3.98% | Nov 2025 | Jan 2026 | 2 |
-2.27% | Oct 2024 | Nov 2024 | 1 |
-1.36% | Jul 2024 | Aug 2024 | 1 |
-0.15% | Mar 2021 | Apr 2021 | 1 |