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+0.49%
Today
+6.31%
This Month
+10.28%
Year To Date
+79.18%
2 Years
+128.14%
5 Years
-4.04%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies56.38%
- 💵 Cash40.04%
- 📊 ETFs2.6%
- 🍞 Consumer Non Durables1.44%
- 🛍️ Retail Trade0.71%
- ⚡ Utilities0.6%
- 💰 Finance0.45%
- ⛏️ Energy Minerals0.36%
- 📡 Communications0.33%
- 🚗 Consumer Durables0.16%
- 🖥️ Technology Services0.16%
- 💼 Commercial Services0.14%
- 🪨 Non Energy Minerals0.14%
- 🛠️ Producer Manufacturing0.14%
- 🧬 Health Technology0.13%
- 💻 Electronic Technology0.11%
- 🧪 Process Industries0.1%
- 🚚 Transportation0.08%
- 🏥 Health Services0.04%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency56.38%
- 🇬🇧 LSE4.62%
- 🇺🇸 NYSE1.41%
- 🇺🇸 Nasdaq0.53%
- 🇦🇺 Sydney0.42%
- 🇫🇷 Euronext Paris0.16%
- 🇩🇪 FRA0.16%
- 🇧🇪 Euronext Brussels0.12%
- 🇫🇮 Helsinki Stock Exchange0.09%
- 🇺🇸 Chicago Board Options Exchange0.06%
- 🇭🇰 Hong Kong Exchanges0.06%
- 🇸🇪 Stockholm Stock Exchange0.05%
Countries Breakdown
- Country
- Total
- 🇬🇧 United Kingdom3.09%
- 🇺🇸 United States0.74%
- 🇦🇺 Australia0.42%
- 🇫🇷 France0.16%
- 🇩🇪 Germany0.16%
- 🇸🇪 Sweden0.14%
- 🇨🇳 China0.13%
- 🇧🇪 Belgium0.12%
- 🇨🇦 Canada0.07%
- 🇨🇭 Switzerland0.05%
Dividends
Dividend Yield
0.21%
42 out of 61 instruments pay dividend.
3 dividend payments in the next 30 days.
Highest Dividend: $VOW3.DE (7%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 IMB.L | 0.02% | 6.5% | $1.49 |
 BATS.L | 0.02% | 6.31% | $2.36 |
 KAR.ASX | 0.02% | 5.02% | - |
 PETS.L | 0.01% | 5.41% | $0.13 |
 SBRY.L | 0.01% | 4.72% | $0.13 |
 VOW3.DE | 0.01% | 7% | $9.06 |
 CNA.L | 0.01% | 2.92% | $0.04 |
 BT.L | 0.01% | 4.14% | $0.08 |
 ABF.L | 0.01% | 2.92% | $0.54 |
 TSCO.L | 0.01% | 3.33% | $0.12 |
 KHC | 0.01% | 5.75% | $1.6 |
 DRX.L | 0.01% | 3.79% | $0.23 |
 TEP.PA | 0.01% | 4.85% | $3.85 |
 PROX.BR | 0.01% | 4.84% | $0.84 |
 DBA | 0.01% | 4.06% | - |
 MNDI.L | 0.01% | 5.12% | $0.62 |
 SDR.L | 0% | 5.48% | $0.22 |
 SSABAH.HE | 0% | 4.35% | $0.43 |
 2318.HK | 0% | 5.42% | $2.63 |
 HIK.L | 0% | 3.12% | $0.57 |
 NOMD | 0% | 3.65% | $0.3 |
 XLE | 0% | 3.5% | - |
 SSE.L | 0% | 3.47% | $0.6 |
 IAG.L | 0% | 1.88% | - |
 ICVT | 0% | 2.21% | - |
 XLV | 0% | 1.76% | - |
 VOLV-A.ST | 0% | 3.02% | $7.5 |
 B | 0% | 1.86% | $0.4 |
 EWJ | 0% | 2.12% | - |
 ARG.PA | 0% | 5.19% | $3.15 |
 UNH | 0% | 2.96% | $7.74 |
 GDXJ | 0% | 1.71% | - |
 LMT | 0% | 2.83% | $12.45 |
 NOC | 0% | 1.63% | $7.67 |
 CB | 0% | 1.35% | $3.49 |
 PFD.L | 0% | 1.5% | $0.02 |
 III | 0% | 0.95% | $0.4 |
 GDX | 0% | 0.8% | - |
 BA.L | 0% | 1.74% | $0.3 |
 GOOG | 0% | 0.44% | $0.2 |
 MA | 0% | 0.53% | $2.46 |
 REGN | 0% | 0.32% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
PFD.L | Pay Day | Jul 21, 2025 | $0.04 |
SSE.L | Ex-Dividend | Jul 24, 2025 | $0.58 |
III | Pay Day | Jul 25, 2025 | $0.56 |
MA | Pay Day | Aug 8, 2025 | $0.76 |
IMB.L | Ex-Dividend | Aug 21, 2025 | $0.53 |
LMT | Ex-Dividend | Sep 2, 2025 | $3.30 |
SSE.L | Pay Day | Sep 18, 2025 | $0.58 |
LMT | Pay Day | Sep 26, 2025 | $3.30 |
IMB.L | Pay Day | Sep 30, 2025 | $0.53 |
BATS.L | Ex-Dividend | Oct 2, 2025 | $0.76 |
BATS.L | Pay Day | Nov 7, 2025 | $0.76 |
GDX | Pay Day | Dec 24, 2025 | $0.40 |
GDXJ | Pay Day | Dec 24, 2025 | $1.11 |
DBA | Pay Day | Dec 27, 2025 | $1.08 |
Performance Metrics
Score 2.9/10
Beta
1.08
1.08
0
0.8
1.2
0
2
Sharpe Ratio
0.1
0.1
0
0.5
1
1.5
1.5
Sortino Ratio
0.15
0.15
0
1
2
3
3
Jensen's Alpha
-5.54
-5.54
-6
0
2
4.5
4.5
Omega Ratio
0.92
0.92
0
1
1.5
2.5
2.5
Treynor Ratio
0.36
0.36
0
0.75
1.25
2
2
Information Ratio
-0.11
-0.11
-1
0.3
0.6
1
1
Calmar Ratio
-0.06
-0.06
-1
0.3
0.6
1
1
Beta
1.08
1.08
0
0.8
1.2
0
2
Sharpe Ratio
0.1
0.1
0
0.5
1
1.5
1.5
Sortino Ratio
0.15
0.15
0
1
2
3
3
Jensen's Alpha
-5.54
-5.54
-6
0
2
4.5
4.5
Omega Ratio
0.92
0.92
0
1
1.5
2.5
2.5
Treynor Ratio
0.36
0.36
0
0.75
1.25
2
2
Information Ratio
-0.11
-0.11
-1
0.3
0.6
1
1
Calmar Ratio
-0.06
-0.06
-1
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
15.38
High:
MA
38.97MALow:
VOW3.DE
4.87VOW3.DEDetails
PEG Ratio
77
High:
IAG.L
1,218.92IAG.LLow:
III
1.75IIIDetails
Price/Book
2.21
High:MA
75.78MALow:VOW3.DE
0.26VOW3.DEDetails
Price/Sales
1.72
High:MA
17.48MALow:VOW3.DE
0.14VOW3.DEDetails
Price/CF
9.59
High:III
761.59IIILow:
2318.HK
0.812318.HKDetails
Price/FCF
19
High:
SSABAH.HE
347.45SSABAH.HELow:2318.HK
0.872318.HKDetails
P/E Ratio
15.38
High:MA
38.97MALow:VOW3.DE
4.87VOW3.DEDetails
PEG Ratio
77
High:IAG.L
1,218.92IAG.LLow:III
1.75IIIDetails
Price/Book
2.21
High:MA
75.78MALow:VOW3.DE
0.26VOW3.DEDetails
Price/Sales
1.72
High:MA
17.48MALow:VOW3.DE
0.14VOW3.DEDetails
Price/CF
9.59
High:III
761.59IIILow:2318.HK
0.812318.HKDetails
Price/FCF
19
High:SSABAH.HE
347.45SSABAH.HELow:2318.HK
0.872318.HKDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-75.17% | Mar 2018 | - | 89 |