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+0.02%
Today
-7.3%
This Month
-6.87%
Year To Date
+24.68%
2 Years
+14.67%
5 Years
+9.23%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs60.65%
- 💻 Electronic Technology7.97%
- 🖥️ Technology Services5.41%
- 💇♀️ Consumer Services4.78%
- ⛏️ Energy Minerals4.44%
- 💵 Cash4.37%
- 💰 Finance3.44%
- 🧩 Miscellaneous2.79%
- 🍞 Consumer Non Durables2.49%
- 🧬 Health Technology2.17%
- 🪙 Cryptocurrencies1.09%
- 🛍️ Retail Trade0.72%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE60.69%
- 🇺🇸 Nasdaq13.2%
- 🇬🇧 LSE12.97%
- 🇺🇸 Chicago Board Options Exchange3.68%
- 🇩🇪 Xetra ETFs3.63%
- 🌍 Digital Currency1.09%
- 🇸🇦 Tadawul0.71%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States24.13%
- 🇬🇧 United Kingdom4.25%
- 🇮🇱 Israel2.17%
- 🇹🇼 Taiwan1.52%
- 🇱🇺 Luxembourg1.46%
- 🇸🇦 Saudi Arabia0.71%
Dividends
Dividend Yield
1.64%
49 out of 66 instruments pay dividend.
5 dividend payments in the next 30 days.
Highest Dividend: $SEQI.L (8.36%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 EWU | 0.17% | 3.76% | - |
 IEUR | 0.14% | 3.18% | - |
 VOO | 0.12% | 1.36% | - |
 DIA.US | 0.12% | 1.59% | - |
 EWJ | 0.11% | 2.29% | - |
 XLU | 0.07% | 2.89% | - |
 SHEL.L | 0.06% | 4.42% | $0.8 |
 TLT | 0.05% | 4.12% | - |
 SPG | 0.05% | 5.49% | $7.75 |
 MAIN | 0.05% | 5.68% | $2.85 |
 SAOC | 0.05% | 6.74% | $1.87 |
 DIS | 0.05% | 1.18% | $0.75 |
 SPY5.L | 0.05% | 1.05% | - |
 SHEL | 0.04% | 4.27% | $2.7 |
 VOF.L | 0.04% | 2.6% | $0.1 |
 PM | 0.04% | 3.28% | $5.2 |
 SEQI.L | 0.03% | 8.36% | $0.06 |
 OXY | 0.03% | 2.27% | $0.8 |
 UMC | 0.03% | 5.14% | $0.36 |
 VGWD.DE | 0.03% | 2.44% | - |
 ISF.L | 0.02% | 3.52% | - |
 EWY | 0.02% | 2.25% | - |
 IQQI.DE | 0.02% | 3.6% | - |
 ITA | 0.02% | 0.79% | - |
 PG | 0.02% | 2.39% | $3.83 |
 KO | 0.02% | 2.69% | $1.89 |
 MCD | 0.02% | 2.21% | $6.53 |
 VOE | 0.02% | 2.33% | - |
 VTI | 0.01% | 1.36% | - |
 VGVE.DE | 0.01% | 1.36% | - |
 IWM | 0.01% | 1.24% | - |
 VOOV | 0.01% | 2.14% | - |
 TSM | 0.01% | 1.35% | $1.74 |
 JPM | 0.01% | 2.18% | $4.4 |
 IUSA.L | 0.01% | 1.94% | - |
 SPY | 0.01% | 1.28% | - |
 IWN | 0.01% | 1.91% | - |
 AXP | 0.01% | 1.16% | $2.6 |
 QQQ | 0.01% | 0.64% | - |
 META | 0.01% | 0.4% | $1 |
 V | 0% | 0.67% | $2.01 |
 IWO | 0% | 0.92% | - |
 INDA | 0% | 0.78% | - |
 PAVE | 0% | 0.58% | - |
 AAPL | 0% | 0.51% | $0.97 |
 SPYG | 0% | 0.67% | - |
 VOOG | 0% | 0.61% | - |
 GOOG | 0% | 0.52% | $0.2 |
 NVDA | 0% | 0.04% | $0.02 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
PG | Ex-Dividend | Apr 21, 2025 | $1.06 |
QQQ | Pay Day | Apr 24, 2025 | $0.72 |
JPM | Pay Day | Apr 30, 2025 | $1.40 |
MAIN | Ex-Dividend | May 8, 2025 | $0.25 |
AXP | Pay Day | May 9, 2025 | $0.82 |
PG | Pay Day | May 15, 2025 | $1.06 |
MAIN | Pay Day | May 15, 2025 | $0.25 |
TSM | Ex-Dividend | Jun 12, 2025 | $0.68 |
EWU | Pay Day | Jun 17, 2025 | $0.68 |
EWJ | Pay Day | Jun 17, 2025 | $0.51 |
IWM | Pay Day | Jun 17, 2025 | $0.56 |
IEUR | Pay Day | Jun 17, 2025 | $1.19 |
IWO | Pay Day | Jun 17, 2025 | $0.37 |
ITA | Pay Day | Jun 17, 2025 | $0.30 |
DIS | Ex-Dividend | Jun 24, 2025 | $0.50 |
VOOV | Pay Day | Jul 2, 2025 | $0.99 |
TSM | Pay Day | Jul 10, 2025 | $0.68 |
DIS | Pay Day | Jul 23, 2025 | $0.50 |
INDA | Pay Day | Dec 20, 2025 | $0.40 |
Performance Metrics
Score 5.8/10
Beta
0.56
0.56
0
0.8
1.2
0
2
Sharpe Ratio
0.46
0.46
0
0.5
1
1.5
1.5
Sortino Ratio
0.8
0.8
0
1
2
3
3
Jensen's Alpha
4.88
4.88
-2
0
2
5
5
Omega Ratio
1.02
1.02
0
1
1.5
2.5
2.5
Treynor Ratio
1.55
1.55
0
0.75
1.25
2
2
Information Ratio
0.02
0.02
0
0.3
0.6
1
1
Calmar Ratio
0.27
0.27
0
0.3
0.6
1
1
Beta
0.56
0.56
0
0.8
1.2
0
2
Sharpe Ratio
0.46
0.46
0
0.5
1
1.5
1.5
Sortino Ratio
0.8
0.8
0
1
2
3
3
Jensen's Alpha
4.88
4.88
-2
0
2
5
5
Omega Ratio
1.02
1.02
0
1
1.5
2.5
2.5
Treynor Ratio
1.55
1.55
0
0.75
1.25
2
2
Information Ratio
0.02
0.02
0
0.3
0.6
1
1
Calmar Ratio
0.27
0.27
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
27.12
High:
SPOT
93.98SPOTLow:
TEVA
-9.43TEVADetails
PEG Ratio
605.63
High:
CDNS
10,275.45CDNSLow:
VOF.L
0.2VOF.LDetails
Price/Book
7.2
High:
AAPL
44.38AAPLLow:
MCD
-58.64MCDDetails
Price/Sales
5.66
High:
NVDA
19.21NVDALow:
SHEL.L
0.68SHEL.LDetails
Price/CF
23.89
High:
AMD
67.27AMDLow:
SHEL
3.71SHELDetails
Price/FCF
41.69
High:
MAIN
455.52MAINLow:SHEL
8.02SHELDetails
P/E Ratio
27.12
High:SPOT
93.98SPOTLow:TEVA
-9.43TEVADetails
PEG Ratio
605.63
High:CDNS
10,275.45CDNSLow:VOF.L
0.2VOF.LDetails
Price/Book
7.2
High:AAPL
44.38AAPLLow:MCD
-58.64MCDDetails
Price/Sales
5.66
High:NVDA
19.21NVDALow:SHEL.L
0.68SHEL.LDetails
Price/CF
23.89
High:AMD
67.27AMDLow:SHEL
3.71SHELDetails
Price/FCF
41.69
High:MAIN
455.52MAINLow:SHEL
8.02SHELDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-40.41% | Nov 2021 | - | 42 |
-9.24% | Feb 2021 | Oct 2021 | 8 |
-5.32% | Sep 2020 | Nov 2020 | 2 |