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0%
This Month
-13.14%
Year To Date
+83.51%
2 Years
+46.95%
5 Years
+199.25%
10 Years
+12.34%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies60.54%
- 💵 Cash9.28%
- 🍞 Consumer Non Durables8.6%
- 💰 Finance6.38%
- 📊 ETFs5.08%
- 🖥️ Technology Services5.05%
- 🏭 Industrial Services3.54%
- ⛏️ Energy Minerals2.07%
- 🛍️ Retail Trade2.01%
- 💼 Commercial Services0.96%
- 🧬 Health Technology0.81%
- 🧪 Process Industries0.12%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency60.54%
- 🇬🇧 LSE13.11%
- 🇺🇸 NYSE9.5%
- 🇺🇸 Nasdaq6.62%
- 🇭🇰 Hong Kong Exchanges2.89%
- 🇸🇦 Tadawul1.27%
- 🇺🇸 Chicago Board Options Exchange0.62%
- 🇩🇪 FRA0.59%
Countries Breakdown
- Country
- Total
- 🇬🇧 United Kingdom16.28%
- 🇨🇳 China4.61%
- 🇳🇱 Netherlands2.7%
- 🇺🇸 United States2.11%
- 🇩🇪 Germany1.4%
- 🇸🇦 Saudi Arabia1.27%
- 🇨🇾 Cyprus0.96%
- 🇷🇺 Russia0.2%
Dividends
Dividend Yield
1.13%
17 out of 35 instruments pay dividend.
3 dividend payments in the next 30 days.
Highest Dividend: $LKOD.L (76.06%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 BATS.L | 0.5% | 5.82% | $2.36 |
 GFRD.L | 0.13% | 3.74% | $0.12 |
 OGZDL.L | 0.13% | 67.74% | - |
 HSBC | 0.11% | 4.07% | $3.03 |
 2318.HK | 0.09% | 4.96% | $2.63 |
 AGNC | 0.03% | 13.38% | $1.44 |
 HSBA.L | 0.03% | 4.18% | $0.49 |
 LTC.US | 0.02% | 5.84% | $2.28 |
 ALV.DE | 0.02% | 4.39% | $13.8 |
 SHEL | 0.02% | 3.29% | $2.7 |
 BABA | 0.01% | 0.73% | $0.98 |
 9618.HK | 0.01% | 3.2% | $2.97 |
 BAS.DE | 0.01% | 4.24% | $3.4 |
 0700.HK | 0% | 1.02% | $3.4 |
 LKOD.L | 0% | 76.06% | - |
 9988.HK | 0% | 0.75% | $0.98 |
 GOOG | 0% | 0.25% | $0.2 |
Performance Metrics
Score 5.8/10
Beta
1.35
1.35
0
0.8
1.2
0
2
Sharpe Ratio
0.4
0.4
0
0.5
1
1.5
1.5
Sortino Ratio
0.94
0.94
0
1
2
3
3
Jensen's Alpha
11.93
11.93
-2
0
2
12
12
Omega Ratio
1.27
1.27
0
1
1.5
2.5
2.5
Treynor Ratio
1.59
1.59
0
0.75
1.25
2
2
Information Ratio
0.24
0.24
0
0.3
0.6
1
1
Calmar Ratio
0.18
0.18
0
0.3
0.6
1
1
Beta
1.35
1.35
0
0.8
1.2
0
2
Sharpe Ratio
0.4
0.4
0
0.5
1
1.5
1.5
Sortino Ratio
0.94
0.94
0
1
2
3
3
Jensen's Alpha
11.93
11.93
-2
0
2
12
12
Omega Ratio
1.27
1.27
0
1
1.5
2.5
2.5
Treynor Ratio
1.59
1.59
0
0.75
1.25
2
2
Information Ratio
0.24
0.24
0
0.3
0.6
1
1
Calmar Ratio
0.18
0.18
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
21.81
High:
NBIS
312.26NBISLow:
03690.HK
-20.2203690.HKDetails
PEG Ratio
47.8
High:ALV.DE
150.27ALV.DELow:OGZDL.L
0.01OGZDL.LDetails
Price/Book
3.72
High:GOOG
9.88GOOGLow:LKOD.L
0.01LKOD.LDetails
Price/Sales
4.41
High:NBIS
65.39NBISLow:9618.HK
0.249618.HKDetails
Price/CF
11.24
High:NBIS
172.05NBISLow:2318.HK
1.432318.HKDetails
Price/FCF
17.96
High:9988.HK
2,771.019988.HKLow:2318.HK
1.582318.HKDetails
P/E Ratio
21.81
High:NBIS
312.26NBISLow:03690.HK
-20.2203690.HKDetails
PEG Ratio
47.8
High:ALV.DE
150.27ALV.DELow:OGZDL.L
0.01OGZDL.LDetails
Price/Book
3.72
High:GOOG
9.88GOOGLow:LKOD.L
0.01LKOD.LDetails
Price/Sales
4.41
High:NBIS
65.39NBISLow:9618.HK
0.249618.HKDetails
Price/CF
11.24
High:NBIS
172.05NBISLow:2318.HK
1.432318.HKDetails
Price/FCF
17.96
High:9988.HK
2,771.019988.HKLow:2318.HK
1.582318.HKDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-68.22% | Jan 2018 | Apr 2021 | 39 |
-57.01% | May 2021 | Nov 2024 | 42 |
-37.64% | Aug 2025 | - | 9 |
-23.4% | Feb 2025 | Jul 2025 | 5 |
-6.25% | May 2017 | Oct 2017 | 5 |
-0.48% | Feb 2017 | Mar 2017 | 1 |