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+9.18%
This Month
-3.58%
Year To Date
+34.45%
2 Years
+28.56%
5 Years
+145.76%
10 Years
+17.47%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash21.89%
- 🪙 Cryptocurrencies21.22%
- 💻 Electronic Technology17%
- 🧩 Miscellaneous10.66%
- 🖥️ Technology Services8.72%
- 💰 Finance8.13%
- 🚗 Consumer Durables6.13%
- 🧬 Health Technology2.87%
- 🛠️ Producer Manufacturing2.29%
- 💇♀️ Consumer Services2.05%
- 🌾 Commodities1.81%
- 🍞 Consumer Non Durables1.65%
- 🛍️ Retail Trade1.39%
- 📊 ETFs0.6%
- 📡 Communications0.53%
- 💼 Commercial Services0.38%
- 🚚 Transportation0.17%
- ⛏️ Energy Minerals0.06%
- 🪨 Non Energy Minerals0.03%
- 📦 Distribution Services0.02%
- 🧪 Process Industries0.01%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq37.97%
- 🇺🇸 NYSE23.29%
- 🌍 Digital Currency21.22%
- 🌍 Commodity1.81%
- 🇺🇸 Chicago Board Options Exchange0.57%
- 🇬🇧 LSE0.29%
- 🇭🇰 Hong Kong Exchanges0.28%
- 🇩🇪 FRA0.12%
- 🇳🇱 Euronext Amsterdam0.07%
- 🇩🇪 Xetra ETFs0.05%
- 🇫🇷 Euronext Paris0.03%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States48.27%
- 🇯🇵 Japan0.82%
- 🇨🇳 China0.82%
- 🇬🇧 United Kingdom0.68%
- 🇨🇭 Switzerland0.35%
- 🇩🇪 Germany0.3%
- 🇳🇱 Netherlands0.13%
- 🇮🇪 Ireland0.04%
- 🇨🇦 Canada0.04%
- 🇰🇾 Cayman Islands0.01%
Dividends
Dividend Yield
0.39%
49 out of 117 instruments pay dividend.
15 dividend payments in the next 30 days.
Highest Dividend: $MONY.L (7.39%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 SPY | 0.08% | 1.04% | - |
 AXP | 0.03% | 1.03% | $2.6 |
 PFE | 0.03% | 6.24% | $1.66 |
 KO | 0.02% | 2.73% | $1.89 |
 JPM | 0.02% | 1.86% | $4.4 |
 MCD | 0.02% | 2.36% | $6.53 |
 GOOG | 0.02% | 0.25% | $0.2 |
 PEP | 0.01% | 3.63% | $5.15 |
 T | 0.01% | 4.24% | $1.11 |
 NKE | 0.01% | 3.48% | $1.45 |
 VZ | 0.01% | 5.94% | $2.66 |
 QQQ | 0.01% | 0.43% | - |
 IBM | 0.01% | 2.64% | $6.65 |
 DIS | 0.01% | 1.41% | $0.75 |
 MONY.L | 0.01% | 7.39% | $0.12 |
 AAPL | 0.01% | 0.38% | $0.97 |
 MA | 0.01% | 0.63% | $2.46 |
 V | 0.01% | 0.8% | $2.01 |
 AMAT | 0.01% | 0.49% | $1.44 |
 BWA | 0.01% | 1.11% | $0.44 |
 SONY | 0% | 0.49% | $0.49 |
 0700.HK | 0% | 1.02% | $3.4 |
 NVDA | 0% | 0.02% | $0.02 |
 P911.DE | 0% | 5.47% | $2.31 |
 BABA | 0% | 0.73% | $0.98 |
 JD.US | 0% | 3.12% | $0.74 |
 CVX | 0% | 3.77% | $6.28 |
 SHEL | 0% | 3.29% | $2.7 |
 PYPL | 0% | 0.55% | - |
 BA.L | 0% | 1.63% | $0.3 |
 GS | 0% | 1.65% | $11 |
 AIR.PA | 0% | 1.81% | $1.8 |
 RR.L | 0% | 0.75% | - |
 MSFT | 0% | 0.85% | $3 |
 HPE | 0% | 1.95% | $0.51 |
 SAP.DE | 0% | 1.66% | $2.2 |
 ASML.NV | 0% | 0.6% | $6.1 |
 RHM.DE | 0% | 0.78% | $5.7 |
 FCX | 0% | 0.86% | $0.6 |
 ORCL | 0% | 1.01% | $1.6 |
 DELL | 0% | 1.07% | $1.63 |
 KLAC | 0% | 0.42% | $5.65 |
 META | 0% | 0.31% | $1 |
 ASML | 0% | 0.51% | $5.57 |
 CAH | 0% | 0.97% | $2.01 |
 ENR.DE | 0% | 0.41% | - |
 MRVL | 0% | 0.16% | $0.24 |
 VRT | 0% | 0.06% | $0.06 |
 MU | 0% | 0.11% | $0.46 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
AIR.PA | Pay Day | Apr 23, 2026 | $3.78 |
RR.L | Ex-Dividend | Apr 23, 2026 | $0.07 |
BA.L | Ex-Dividend | Apr 23, 2026 | $0.31 |
HPE | Pay Day | Apr 23, 2026 | $0.14 |
ORCL | Pay Day | Apr 24, 2026 | $0.50 |
ASML.NV | Ex-Dividend | Apr 24, 2026 | $3.15 |
JD.US | Pay Day | Apr 29, 2026 | $1.00 |
JPM | Pay Day | Apr 30, 2026 | $1.50 |
MRVL | Pay Day | Apr 30, 2026 | $0.06 |
T | Pay Day | May 1, 2026 | $0.28 |
VZ | Pay Day | May 1, 2026 | $0.71 |
FCX | Pay Day | May 1, 2026 | $0.15 |
DELL | Pay Day | May 1, 2026 | $0.63 |
ASML.NV | Pay Day | May 5, 2026 | $3.15 |
SAP.DE | Ex-Dividend | May 6, 2026 | $2.95 |
AXP | Pay Day | May 8, 2026 | $0.95 |
MA | Pay Day | May 8, 2026 | $0.87 |
SAP.DE | Pay Day | May 8, 2026 | $2.95 |
MONY.L | Pay Day | May 8, 2026 | $0.13 |
0700.HK | Ex-Dividend | May 15, 2026 | $0.68 |
MSFT | Ex-Dividend | May 21, 2026 | $0.91 |
AMAT | Ex-Dividend | May 21, 2026 | $0.53 |
GS | Ex-Dividend | Jun 1, 2026 | $4.50 |
0700.HK | Pay Day | Jun 1, 2026 | $0.68 |
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 |
AMAT | Pay Day | Jun 11, 2026 | $0.53 |
GS | Pay Day | Jun 29, 2026 | $4.50 |
DIS | Ex-Dividend | Jun 30, 2026 | $0.75 |
DIS | Pay Day | Jul 22, 2026 | $0.75 |
Performance Metrics
Score 3.9/10
Beta
1.39
1.39
0
0.8
1.2
0
2
Sharpe Ratio
0.51
0.51
0
0.5
1
1.5
1.5
Sortino Ratio
0.87
0.87
0
1
2
3
3
Jensen's Alpha
-4.93
-4.93
-5
0
2
4.5
4.5
Omega Ratio
1.02
1.02
0
1
1.5
2.5
2.5
Treynor Ratio
0.89
0.89
0
0.75
1.25
2
2
Information Ratio
0.03
0.03
0
0.3
0.6
1
1
Calmar Ratio
0.29
0.29
0
0.3
0.6
1
1
Beta
1.39
1.39
0
0.8
1.2
0
2
Sharpe Ratio
0.51
0.51
0
0.5
1
1.5
1.5
Sortino Ratio
0.87
0.87
0
1
2
3
3
Jensen's Alpha
-4.93
-4.93
-5
0
2
4.5
4.5
Omega Ratio
1.02
1.02
0
1
1.5
2.5
2.5
Treynor Ratio
0.89
0.89
0
0.75
1.25
2
2
Information Ratio
0.03
0.03
0
0.3
0.6
1
1
Calmar Ratio
0.29
0.29
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
38.09
High:
TSLA
364.78TSLALow:
INTC
-836.39INTCDetails
PEG Ratio
114.01
High:
CDNS
1,517.35CDNSLow:INTC
-851.7INTCDetails
Price/Book
13.24
High:
RBLX
108.35RBLXLow:
BYND
-373.91BYNDDetails
Price/Sales
11.14
High:
CRSP
1,573.97CRSPLow:
DMKPQ
-DMKPQDetails
Price/CF
31.5
High:TSLA
107.92TSLALow:
IRD
3.25IRDDetails
Price/FCF
54.85
High:BABA
1,196.17BABALow:IRD
3.25IRDDetails
P/E Ratio
38.09
High:TSLA
364.78TSLALow:INTC
-836.39INTCDetails
PEG Ratio
114.01
High:CDNS
1,517.35CDNSLow:INTC
-851.7INTCDetails
Price/Book
13.24
High:RBLX
108.35RBLXLow:BYND
-373.91BYNDDetails
Price/Sales
11.14
High:CRSP
1,573.97CRSPLow:DMKPQ
-DMKPQDetails
Price/CF
31.5
High:TSLA
107.92TSLALow:IRD
3.25IRDDetails
Price/FCF
54.85
High:BABA
1,196.17BABALow:IRD
3.25IRDDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-49.19% | Nov 2021 | Nov 2024 | 36 |
-18.87% | Feb 2025 | Jul 2025 | 5 |
-18.53% | Nov 2025 | - | 6 |
-9.47% | Sep 2020 | Nov 2020 | 2 |
-7.68% | Sep 2021 | Oct 2021 | 1 |
-5.92% | May 2021 | Aug 2021 | 3 |
-2.92% | Dec 2024 | Jan 2025 | 1 |
-0.41% | Jun 2020 | Jul 2020 | 1 |