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0%
This Month
+1.55%
Year To Date
+34.63%
2 Years
+75.97%
5 Years
+165.12%
10 Years
+21.93%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs45.61%
- 💻 Electronic Technology11.89%
- 🛍️ Retail Trade10.13%
- 🖥️ Technology Services9.39%
- 💵 Cash8.1%
- ⚡ Utilities7.26%
- 💰 Finance3.15%
- 💹 Forex2.54%
- 🚚 Transportation1.16%
- 🚗 Consumer Durables0.85%
- 🛠️ Producer Manufacturing0.74%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE38.55%
- 🇺🇸 Nasdaq26.79%
- 🇬🇧 LSE24.84%
- 🌍 FX2.54%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States22.96%
- 🇬🇧 United Kingdom10.71%
- 🇮🇳 India7.26%
- 🇨🇳 China1.25%
- 🇹🇼 Taiwan0.88%
- 🇮🇪 Ireland0.88%
- 🇳🇱 Netherlands0.64%
Dividends
Dividend Yield
1.12%
24 out of 37 instruments pay dividend.
2 dividend payments in the next 30 days.
Highest Dividend: $LLOY.L (4.41%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 ARKI.L | 0.25% | 3.51% | - |
 TSCO.L | 0.22% | 3.23% | $0.12 |
 LLOY.L | 0.14% | 4.41% | $0.03 |
 ISF.L | 0.1% | 3.5% | - |
 SPY | 0.08% | 1.16% | - |
 YINN | 0.08% | 1.73% | - |
 VUG | 0.05% | 0.45% | - |
 SOXX | 0.04% | 0.69% | - |
 IVV | 0.03% | 1.29% | - |
 DFEN | 0.02% | 0.39% | - |
 QCOM | 0.02% | 2.35% | $3.25 |
 BABA | 0.01% | 0.88% | $0.98 |
 AVGO | 0.01% | 0.8% | $19.7 |
 TSM | 0.01% | 0.97% | $1.74 |
 MSFT | 0.01% | 0.63% | $3 |
 AMAT | 0.01% | 0.96% | $1.44 |
 ORCL | 0.01% | 0.74% | $1.6 |
 ASML | 0.01% | 0.88% | $5.57 |
 CRM | 0% | 0.65% | $0.4 |
 META | 0% | 0.27% | $1 |
 MU | 0% | 0.44% | $0.46 |
 GOOGL | 0% | 0.43% | $0.2 |
 AAPL | 0% | 0.5% | $0.97 |
 NVDA | 0% | 0.02% | $0.02 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
ASML | Pay Day | Aug 6, 2025 | $1.85 |
AAPL | Ex-Dividend | Aug 11, 2025 | $0.26 |
AAPL | Pay Day | Aug 14, 2025 | $0.26 |
MSFT | Ex-Dividend | Aug 21, 2025 | $0.83 |
AMAT | Ex-Dividend | Aug 21, 2025 | $0.46 |
QCOM | Ex-Dividend | Sep 4, 2025 | $0.89 |
GOOGL | Ex-Dividend | Sep 8, 2025 | $0.21 |
MSFT | Pay Day | Sep 11, 2025 | $0.83 |
AMAT | Pay Day | Sep 11, 2025 | $0.46 |
GOOGL | Pay Day | Sep 15, 2025 | $0.21 |
TSM | Ex-Dividend | Sep 16, 2025 | $0.82 |
QCOM | Pay Day | Sep 25, 2025 | $0.89 |
TSM | Pay Day | Oct 9, 2025 | $0.82 |
Performance Metrics
Score 6.7/10
Beta
0.92
0.92
0
0.8
1.2
0
2
Sharpe Ratio
0.91
0.91
0
0.5
1
1.5
1.5
Sortino Ratio
1.57
1.57
0
1
2
3
3
Jensen's Alpha
3.08
3.08
-2
0
2
4.5
4.5
Omega Ratio
1.12
1.12
0
1
1.5
2.5
2.5
Treynor Ratio
1.6
1.6
0
0.75
1.25
2
2
Information Ratio
0.14
0.14
0
0.3
0.6
1
1
Calmar Ratio
0.67
0.67
0
0.3
0.6
1
1
Beta
0.92
0.92
0
0.8
1.2
0
2
Sharpe Ratio
0.91
0.91
0
0.5
1
1.5
1.5
Sortino Ratio
1.57
1.57
0
1
2
3
3
Jensen's Alpha
3.08
3.08
-2
0
2
4.5
4.5
Omega Ratio
1.12
1.12
0
1
1.5
2.5
2.5
Treynor Ratio
1.6
1.6
0
0.75
1.25
2
2
Information Ratio
0.14
0.14
0
0.3
0.6
1
1
Calmar Ratio
0.67
0.67
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
41.1
High:
PLTR
673.67PLTRLow:
LLOY.L
11.34LLOY.LDetails
PEG Ratio
540.69
High:
AAPL
20,904.15AAPLLow:
UBER
2UBERDetails
Price/Book
14.26
High:PLTR
67.11PLTRLow:LLOY.L
1.12LLOY.LDetails
Price/Sales
10.13
High:PLTR
126.43PLTRLow:
TSCO.L
0.41TSCO.LDetails
Price/CF
27.39
High:
ARM
169.04ARMLow:LLOY.L
7.03LLOY.LDetails
Price/FCF
46.68
High:
ORCL
348.36ORCLLow:
ADBE
18.87ADBEDetails
P/E Ratio
41.1
High:PLTR
673.67PLTRLow:LLOY.L
11.34LLOY.LDetails
PEG Ratio
540.69
High:AAPL
20,904.15AAPLLow:UBER
2UBERDetails
Price/Book
14.26
High:PLTR
67.11PLTRLow:LLOY.L
1.12LLOY.LDetails
Price/Sales
10.13
High:PLTR
126.43PLTRLow:TSCO.L
0.41TSCO.LDetails
Price/CF
27.39
High:ARM
169.04ARMLow:LLOY.L
7.03LLOY.LDetails
Price/FCF
46.68
High:ORCL
348.36ORCLLow:ADBE
18.87ADBEDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-30.05% | Jan 2022 | Feb 2024 | 25 |
-14.67% | Feb 2025 | - | 6 |
-9.33% | Sep 2021 | Nov 2021 | 2 |
-6.8% | Sep 2020 | Nov 2020 | 2 |
-5.41% | Apr 2024 | Jun 2024 | 2 |
-2.27% | Oct 2024 | Nov 2024 | 1 |
-1.36% | Jul 2024 | Aug 2024 | 1 |
-0.15% | Mar 2021 | Apr 2021 | 1 |