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-3.6%
This Month
-1.93%
Year To Date
+20.01%
2 Years
+9.66%
5 Years
+18.39%
10 Years
+3.12%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies17.32%
- 💻 Electronic Technology14.26%
- 💰 Finance11.89%
- 💵 Cash6.13%
- ⛏️ Energy Minerals5.99%
- 📊 ETFs5.87%
- 🖥️ Technology Services4.88%
- 🚚 Transportation4.52%
- 🍞 Consumer Non Durables4.16%
- ⚡ Utilities3.91%
- 🧬 Health Technology3.15%
- 🏭 Industrial Services2.65%
- 🛍️ Retail Trade2.55%
- 📡 Communications2.47%
- 💇♀️ Consumer Services2.21%
- 🪨 Non Energy Minerals2.18%
- 🚗 Consumer Durables2%
- 💼 Commercial Services1.54%
- 🛠️ Producer Manufacturing1.35%
- 🧩 Miscellaneous0.85%
- 📦 Distribution Services0.6%
- 🧪 Process Industries0.49%
- 🏥 Health Services0.44%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE28.92%
- 🌍 Digital Currency17.32%
- 🇺🇸 Nasdaq15.54%
- 🇫🇷 Euronext Paris9.82%
- 🇬🇧 LSE8.55%
- 🇩🇪 Xetra ETFs2.98%
- 🇩🇪 FRA2.24%
- 🇭🇰 Hong Kong Exchanges1.92%
- 🇪🇸 Bolsa De Madrid1.48%
- 🇳🇴 Oslo Stock Exchange1.42%
- 🇨🇭 SIX1.18%
- 🇵🇹 Euronext Lisbon1.11%
- 🇩🇰 Copenhagen Stock Exchange0.95%
- 🇮🇹 Borsa Italiana0.81%
- 🇸🇪 Stockholm Stock Exchange0.46%
- 🇳🇱 Euronext Amsterdam0.31%
- 🇸🇦 Tadawul0.27%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States34.18%
- 🇫🇷 France9.46%
- 🇬🇧 United Kingdom5.14%
- 🇩🇪 Germany2.24%
- 🇨🇳 China1.8%
- 🇸🇬 Singapore1.69%
- 🇨🇭 Switzerland1.67%
- 🇨🇦 Canada1.64%
- 🇪🇸 Spain1.48%
- 🇧🇷 Brazil1.4%
- 🇵🇹 Portugal1.11%
- 🇳🇴 Norway1.11%
- 🇨🇾 Cyprus1.02%
- 🇳🇱 Netherlands0.96%
- 🇭🇰 Hong Kong0.96%
- 🇩🇰 Denmark0.95%
- 🇰🇷 South Korea0.94%
- 🇬🇷 Greece0.82%
- 🇮🇹 Italy0.81%
- 🇹🇼 Taiwan0.59%
- 🇯🇵 Japan0.49%
- 🇸🇪 Sweden0.46%
- 🇮🇱 Israel0.27%
- 🇸🇦 Saudi Arabia0.27%
- 🇱🇺 Luxembourg0.25%
- 🇮🇪 Ireland0.17%
- 🇧🇪 Belgium0.14%
- 🇲🇨 Monaco0.05%
Dividends
Dividend Yield
2.2%
264 out of 298 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $ORC (19.46%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 KEN | 0.08% | 5.61% | $3.8 |
 NWG.L | 0.07% | 5.43% | $0.17 |
 PBR | 0.06% | 6.34% | $1.73 |
 MPCC.OL | 0.04% | 9.93% | $5.9 |
 VALE | 0.04% | 7.89% | $1.33 |
 ABR | 0.04% | 13.56% | $1.72 |
 TTE.PA | 0.03% | 5.08% | $3.06 |
 EN.PA | 0.03% | 3.97% | $1.9 |
 FDJU.PA | 0.03% | 8.02% | $1.78 |
 FRO | 0.03% | 2.56% | $2.17 |
 BWLPG.OL | 0.02% | 8.01% | $37.72 |
 PFE | 0.02% | 6.48% | $1.66 |
 VZ | 0.02% | 5.49% | $2.66 |
 CABK.MC | 0.02% | 3.94% | $0.32 |
 MMT.PA | 0.02% | 10.89% | $1.25 |
 HAUTO.OL | 0.02% | 17.05% | - |
 TEP.PA | 0.02% | 7.36% | $3.85 |
 IBM | 0.02% | 2.7% | $6.65 |
 SHEL | 0.02% | 3.5% | $2.7 |
 PLTK | 0.02% | 14.6% | $0.2 |
 STX.US | 0.02% | 0.77% | $2.8 |
 HPQ | 0.02% | 6.17% | $1.1 |
 316.HK | 0.02% | 10.29% | - |
 BCE | 0.02% | 4.83% | $2.9 |
 ENGI.PA | 0.02% | 5.45% | $1.43 |
 TX | 0.02% | 6.47% | $3.3 |
 PAA | 0.02% | 7.13% | $1.17 |
 VAR.OL | 0.02% | 13.03% | - |
 WPC | 0.02% | 4.96% | $3.67 |
 QFIN | 0.01% | 9.56% | $1.06 |
 BMW.DE | 0.01% | 5.16% | $6 |
 FINV | 0.01% | 4.75% | $0.24 |
 SLB | 0.01% | 2.4% | $1.05 |
 IBS.LS | 0.01% | 6.31% | - |
 LMT | 0.01% | 2.03% | $12.45 |
 MAERSKB.CO | 0.01% | 2.86% | $515 |
 CA.PA | 0.01% | 5.98% | $0.87 |
 UNH | 0.01% | 3.04% | $7.74 |
 TRIN | 0.01% | 13.5% | $2.01 |
 RNO.PA | 0.01% | 7.56% | $1.85 |
 RIO | 0.01% | 4.15% | $4.34 |
 EDP.LSB | 0.01% | 4.63% | $0.2 |
 YAR.OL | 0.01% | 4.52% | $5 |
 ABT | 0.01% | 2.18% | $2.16 |
 MC.PA | 0.01% | 2.56% | $13 |
 QCOM | 0.01% | 2.58% | $3.25 |
 LOW | 0.01% | 1.85% | $4.45 |
 LLOY.L | 0.01% | 3.7% | $0.03 |
 00857.HK | 0.01% | 5.01% | $0.48 |
 SHIP | 0.01% | 2.91% | $0.1 |
 VOW3.DE | 0.01% | 6.71% | $9.06 |
 ENEL.MI | 0.01% | 5.04% | $0.43 |
 NOVO-B.CO | 0.01% | 4.69% | $9.4 |
 TGT | 0.01% | 3.81% | $4.42 |
 F | 0.01% | 4.71% | $0.78 |
 PNDORA.CO | 0.01% | 4.42% | $18 |
 BARC.L | 0.01% | 1.99% | $0.08 |
 STAN.L | 0.01% | 1.77% | $0.22 |
 RITM | 0.01% | 10.25% | $1 |
 HLAG.DE | 0.01% | 5.83% | $9.25 |
 MPLX | 0.01% | 6.9% | $3.33 |
 ARCC | 0.01% | 10.04% | $1.62 |
 MO | 0.01% | 6.19% | $3.92 |
 TFI.PA | 0.01% | 8.86% | $0.55 |
 ET | 0.01% | 7.06% | $1.25 |
 EVO.ST | 0.01% | 5.45% | $31.03 |
 P911.DE | 0.01% | 5.84% | $2.31 |
 ORC | 0.01% | 19.46% | $1.56 |
 SBLK | 0.01% | 2.26% | $1.82 |
 ML.PA | 0.01% | 4.35% | $1.35 |
 BP.L | 0.01% | 5.04% | $0.23 |
 ORA.PA | 0.01% | 4.21% | $0.72 |
 VICI | 0.01% | 5.93% | $1.66 |
 REP.MC | 0.01% | 4.15% | $0.73 |
 SU | 0.01% | 2.98% | $1.59 |
 CS.PA | 0.01% | 6% | $1.98 |
 O | 0.01% | 4.92% | $3.09 |
 ENI.MI | 0.01% | 5.11% | $0.94 |
 LGEN.L | 0.01% | 8.2% | $0.2 |
 RWE.DE | 0.01% | 2.05% | $1 |
 CVX | 0.01% | 3.71% | $6.28 |
 OHI | 0.01% | 5.66% | $2.68 |
 STZ | 0.01% | 2.7% | $3.68 |
 BNP.PA | 0.01% | 5.79% | $4.6 |
 EPD | 0.01% | 5.85% | $2.03 |
 RI.PA | 0.01% | 6.38% | $4.7 |
 RUI.PA | 0.01% | 5.74% | $1.98 |
 PM | 0.01% | 3.19% | $5.2 |
 GLEN.L | 0.01% | 2.41% | $0.1 |
 APO | 0.01% | 1.86% | $1.75 |
 ACA.PA | 0.01% | 6.35% | $1.05 |
 AM.PA | 0.01% | 1.4% | $3.37 |
 SAN.MC | 0.01% | 1.94% | $0.14 |
 NVG.LS | 0.01% | 7.42% | - |
 REXR | 0.01% | 4.62% | $1.6 |
 SBUX | 0.01% | 2.55% | $2.24 |
 AMT | 0.01% | 3.62% | $6.56 |
 APA | 0.01% | 3.22% | $1 |
 BAH | 0.01% | 2.86% | $1.96 |
 XOM | 0.01% | 2.69% | $3.76 |
 LAND.L | 0.01% | 6.5% | $0.4 |
 IBE.MC | 0.01% | 2.75% | $0.45 |
 PSA | 0.01% | 3.87% | $12 |
 ADC | 0.01% | 3.77% | $2.96 |
 GLE.PA | 0.01% | 1.64% | $0.9 |
 ISP.MI | 0.01% | 6.93% | $0.3 |
 INGA.NV | 0.01% | 4.63% | $1.11 |
 KMI | 0.01% | 3.49% | $1.14 |
 1378.HK | 0.01% | 4.08% | - |
 COP | 0.01% | 2.8% | $3.25 |
 ROG.ZU | 0.01% | 2.75% | $9.6 |
 CDI.PA | 0.01% | 2.79% | $13 |
 AMUN.PA | 0.01% | 5.49% | $4.1 |
 0992.HK | 0.01% | 4.22% | $0.38 |
 AGNC | 0.01% | 13.13% | $1.44 |
 HO.PA | 0.01% | 1.54% | $3.4 |
 BNS | 0.01% | 4.33% | $3.09 |
 M | 0.01% | 3.85% | $0.68 |
 UNI.MI | 0.01% | 5.62% | $0.38 |
 LW | 0.01% | 3.25% | $1.28 |
 3988.HK | 0.01% | 5.62% | $0.26 |
 ENB | 0.01% | 5.11% | $2.66 |
 ACLN.ZU | 0.01% | 1.76% | $0.85 |
 2318.HK | 0.01% | 4.38% | $2.63 |
 CNQ | 0.01% | 3.82% | $1.48 |
 MAIN | 0.01% | 5.21% | $2.85 |
 DGE.L | 0.01% | 4.09% | $0.81 |
 ABBV | 0.01% | 2.88% | $6.06 |
 DOX | 0.01% | 3.13% | $1.83 |
 AIR.PA | 0.01% | 1.11% | $1.8 |
 DIS | 0.01% | 1.46% | $0.75 |
 PLUS.L | 0.01% | 4.08% | $1.33 |
 3.HK | 0.01% | 4.65% | $0.35 |
 CTRA | 0.01% | 2.88% | $0.82 |
 BX | 0.01% | 4.16% | $3.36 |
 STWD | 0.01% | 10.61% | $1.92 |
 GPN | 0.01% | 1.3% | $1 |
 1288.HK | 0.01% | 5.2% | $0.25 |
 HRI | 0.01% | 2.03% | $2.6 |
 VIE.PA | 0.01% | 4.44% | $1.25 |
 AC.PA | 0.01% | 2.77% | $1.18 |
 DTE.DE | 0.01% | 2.69% | $0.77 |
 SMSN.L | 0.01% | 0.66% | $23.68 |
 HD | 0.01% | 2.55% | $8.52 |
 MSFT | 0.01% | 0.86% | $3 |
 RCO.PA | 0.01% | 3.8% | $2 |
 EVRG | 0.01% | 3.27% | $2.54 |
 AVGO | 0.01% | 0.71% | $19.7 |
 FDX | 0.01% | 1.52% | $5.16 |
 SAN.PA | 0.01% | 5.23% | $3.76 |
 MCD | 0.01% | 2.2% | $6.53 |
 OR.PA | 0.01% | 1.91% | $6.6 |
 MPWR | 0.01% | 0.61% | $4.5 |
 SNY | 0.01% | 3.46% | $1.48 |
 ACN | 0% | 2.98% | $4.99 |
 IRE.MI | 0% | 4.84% | $0.11 |
 PBA | 0% | 4.62% | $1.99 |
 JNJ | 0% | 2.13% | $4.81 |
 BBOX.L | 0% | 4.74% | $0.07 |
 NHY.OL | 0% | 3.28% | $2.5 |
 NESN.ZU | 0% | 3.83% | $3 |
 TXN | 0% | 2.77% | $5.14 |
 HOLN.ZU | 0% | 4.51% | $2.8 |
 TSM | 0% | 0.78% | $1.74 |
 RMS.PA | 0% | 0.93% | $25 |
 GALP.LS | 0% | 3.47% | - |
 BAER.ZU | 0% | 4.02% | $2.6 |
 TRGP | 0% | 1.65% | $2.25 |
 FE | 0% | 3.54% | $1.64 |
 IMO | 0% | 1.85% | $1.63 |
 1308.HK | 0% | 8.04% | - |
 FGR.PA | 0% | 3.33% | $4.1 |
 TM | 0% | 2.42% | $4.64 |
 G.MI | 0% | 4.18% | $1.28 |
 GSK.L | 0% | 3.1% | $0.59 |
 INTU | 0% | 1.06% | $3.6 |
 JMT.LSB | 0% | 2.72% | $0.66 |
 LHA.DE | 0% | 3.64% | $0.3 |
 FANG | 0% | 2.33% | $9.26 |
 STAG | 0% | 3.81% | $1.47 |
 ORCL | 0% | 1.31% | $1.6 |
 1299.HK | 0% | 2.12% | $1.61 |
 YUM | 0% | 1.83% | $2.55 |
 PRU.L | 0% | 1.62% | $0.28 |
 TRI.PA | 0% | 2.26% | $3.5 |
 ADS.DE | 0% | 1.36% | $0.7 |
 PEP | 0% | 3.49% | $5.15 |
 T | 0% | 3.87% | $1.11 |
 SGO.PA | 0% | 2.86% | $2.1 |
 SCCO | 0% | 1.61% | $3.76 |
 SON.LS | 0% | 3.06% | - |
 3323.HK | 0% | 2.83% | $0.25 |
 CVS | 0% | 3.32% | $2.54 |
 NEE | 0% | 2.52% | $1.97 |
 TDS | 0% | 0.35% | $0.6 |
 V | 0% | 0.78% | $2.01 |
 BVI.PA | 0% | 3.11% | $0.83 |
 MRK | 0% | 2.81% | $3.04 |
 VFC | 0% | 1.92% | $0.57 |
 BN.PA | 0% | 3.18% | $2.1 |
 AMGN | 0% | 2.57% | $8.76 |
 VOLV-A.ST | 0% | 2.49% | $7.5 |
 KO | 0% | 2.64% | $1.89 |
 CFR.ZU | 0% | 2.06% | $2.75 |
 MUFG | 0% | 2.25% | $0.23 |
 AAPL | 0% | 0.4% | $0.97 |
 B | 0% | 1.81% | $0.4 |
 UBSG.ZU | 0% | 2.79% | $0.64 |
 NTES | 0% | 2.53% | $2.58 |
 NVS | 0% | 1.88% | $3.2 |
 SYY | 0% | 2.52% | $2.01 |
 PG | 0% | 2.69% | $3.83 |
 GOOG | 0% | 0.28% | $0.2 |
 CSCO | 0% | 2.05% | $1.58 |
 CL | 0% | 2.19% | $1.96 |
 SAF.PA | 0% | 0.89% | $2.2 |
 BATS.L | 0% | 5.48% | $2.36 |
 SIE.DE | 0% | 2.32% | $4.7 |
 BLK | 0% | 2.05% | $20.2 |
 ADP.PA | 0% | 2.68% | $3.82 |
 NXPI | 0% | 1.89% | $4.06 |
 MA | 0% | 0.62% | $2.46 |
 BAC | 0% | 2.2% | $0.96 |
 SAP.DE | 0% | 1.48% | $2.2 |
 EQT | 0% | 1.05% | $0.62 |
 0728.HK | 0% | 6.03% | $0.26 |
 EBAY | 0% | 1.32% | $1.04 |
 EL.PA | 0% | 1.82% | $3.95 |
 CTT.LS | 0% | 2.48% | - |
 KB | 0% | 1.92% | $2.39 |
 01211.HK | 0% | 1.56% | $3.41 |
 ELIS.PA | 0% | 1.79% | $0.43 |
 MPC | 0% | 1.72% | $3.23 |
 HON | 0% | 1.9% | $4.27 |
 DBG.PA | 0% | 1.47% | $0.16 |
 MSCI | 0% | 1.31% | $5.96 |
 WMT | 0% | 0.78% | $0.81 |
 JPM | 0% | 1.95% | $4.4 |
 LHX | 0% | 1.34% | $4.6 |
 MMM | 0% | 1.86% | $5.21 |
 NOC | 0% | 1.23% | $7.67 |
 NUE | 0% | 1.28% | $2.13 |
 DAL | 0% | 1.13% | $0.3 |
 INSW | 0% | 3.12% | $5.74 |
 EOG | 0% | 3.2% | $5.06 |
 BIM.PA | 0% | 0.94% | $0.85 |
 LLY | 0% | 0.62% | $4.86 |
 NDSN | 0% | 1.12% | $2.72 |
 0700.HK | 0% | 0.9% | $3.4 |
 LIN | 0% | 1.23% | $5.33 |
 DOV | 0% | 0.94% | $2.04 |
 DVN | 0% | 2.21% | $2.05 |
 AXP | 0% | 1.1% | $2.6 |
 ASML.NV | 0% | 0.62% | $6.1 |
 STNG | 0% | 2.08% | $1.4 |
 BUD | 0% | 0.72% | $0.65 |
 MU | 0% | 0.11% | $0.46 |
 SONY | 0% | 0.48% | $0.49 |
 PH | 0% | 0.73% | $6.07 |
 RHM.DE | 0% | 0.5% | $5.7 |
 NVDA | 0% | 0.02% | $0.02 |
 SAABB.ST | 0% | 0.36% | $1.6 |
 META | 0% | 0.32% | $1 |
 PWR | 0% | 0.07% | $0.35 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 2.7/10
Beta
1.41
1.41
0
0.8
1.2
0
2
Sharpe Ratio
0.16
0.16
0
0.5
1
1.5
1.5
Sortino Ratio
0.26
0.26
0
1
2
3
3
Jensen's Alpha
-12.68
-12.68
-13
0
2
4.5
4.5
Omega Ratio
0.73
0.73
0
1
1.5
2.5
2.5
Treynor Ratio
0.28
0.28
0
0.75
1.25
2
2
Information Ratio
-0.39
-0.39
-1
0.3
0.6
1
1
Calmar Ratio
0.07
0.07
0
0.3
0.6
1
1
Beta
1.41
1.41
0
0.8
1.2
0
2
Sharpe Ratio
0.16
0.16
0
0.5
1
1.5
1.5
Sortino Ratio
0.26
0.26
0
1
2
3
3
Jensen's Alpha
-12.68
-12.68
-13
0
2
4.5
4.5
Omega Ratio
0.73
0.73
0
1
1.5
2.5
2.5
Treynor Ratio
0.28
0.28
0
0.75
1.25
2
2
Information Ratio
-0.39
-0.39
-1
0.3
0.6
1
1
Calmar Ratio
0.07
0.07
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
29.8
High:BP.L
4,375BP.LLow:HRI
-781.03HRIDetails
PEG Ratio
192.44
High:BAH
3,452.87BAHLow:TDS
-293.28TDSDetails
Price/Book
8.09
High:CL
1,413.65CLLow:MCD
-131.7MCDDetails
Price/Sales
5.73
High:AVGO
24.3AVGOLow:CA.PA
0.13CA.PADetails
Price/CF
20.6
High:ENGI.PA
216.75ENGI.PALow:GLE.PA
0.69GLE.PADetails
Price/FCF
43.61
High:PEP
5,797.72PEPLow:ACA.PA
0.96ACA.PADetails
P/E Ratio
29.8
High:BP.L
4,375BP.LLow:HRI
-781.03HRIDetails
PEG Ratio
192.44
High:BAH
3,452.87BAHLow:TDS
-293.28TDSDetails
Price/Book
8.09
High:CL
1,413.65CLLow:MCD
-131.7MCDDetails
Price/Sales
5.73
High:AVGO
24.3AVGOLow:CA.PA
0.13CA.PADetails
Price/CF
20.6
High:ENGI.PA
216.75ENGI.PALow:GLE.PA
0.69GLE.PADetails
Price/FCF
43.61
High:PEP
5,797.72PEPLow:ACA.PA
0.96ACA.PADetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-53.15% | Feb 2021 | Nov 2024 | 45 |
-16.01% | Feb 2025 | Jul 2025 | 5 |
-8.93% | Oct 2025 | - | 6 |
-5.31% | Sep 2020 | Nov 2020 | 2 |
-4.86% | Dec 2024 | Jan 2025 | 1 |
-0.44% | Dec 2020 | Jan 2021 | 1 |