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+9.29%
This Month
-5.59%
Year To Date
+94.52%
2 Years
+109.11%
5 Years
+109.11%
10 Years
+33.05%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology30.67%
- 🖥️ Technology Services18.23%
- 📊 ETFs15.19%
- 💰 Finance7.18%
- 🪙 Cryptocurrencies6.13%
- 🚗 Consumer Durables5.49%
- 🛍️ Retail Trade4.88%
- 🍞 Consumer Non Durables3.18%
- 🧩 Miscellaneous2.33%
- 🧬 Health Technology2.25%
- 🪨 Non Energy Minerals1.26%
- 🏭 Industrial Services1.13%
- ❓ Other0.59%
- 🛠️ Producer Manufacturing0.46%
- 💇♀️ Consumer Services0.32%
- ⚡ Utilities0.28%
- ⛏️ Energy Minerals0.25%
- 🚚 Transportation0.19%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq33.95%
- 🇺🇸 NYSE26.71%
- 🇫🇷 Euronext Paris19.07%
- 🇬🇧 LSE7.18%
- 🌍 Digital Currency6.13%
- Regular Trading Hours - RTH1.63%
- 🇪🇸 Bolsa De Madrid1.13%
- 🇭🇰 Hong Kong Exchanges1.07%
- 🇳🇴 Oslo Stock Exchange1.03%
- 🇩🇪 FRA0.98%
- 🇺🇸 Chicago Board Options Exchange0.61%
- 🇩🇪 Xetra ETFs0.37%
- 🇸🇦 Tadawul0.13%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States41.72%
- 🇳🇱 Netherlands17.15%
- 🇬🇧 United Kingdom3.64%
- 🇨🇳 China2.71%
- 🇰🇷 South Korea2.62%
- 🇫🇷 France1.91%
- 🇩🇰 Denmark1.86%
- 🇪🇸 Spain1.13%
- 🇳🇴 Norway1.03%
- 🇩🇪 Germany0.98%
- 🇭🇰 Hong Kong0.87%
- 🇸🇦 Saudi Arabia0.13%
Dividends
Dividend Yield
0.81%
38 out of 77 instruments pay dividend.
7 dividend payments in the next 30 days.
Highest Dividend: $BATS.L (5.91%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 AIR.PA | 0.32% | 1.86% | $1.8 |
 BATS.L | 0.06% | 5.91% | $2.36 |
 NVO | 0.06% | 3.01% | $0.98 |
 KMB | 0.04% | 5.15% | $4.8 |
 ALV.DE | 0.04% | 4.44% | $13.8 |
 NHY.OL | 0.03% | 2.76% | $2.5 |
 GLE.PA | 0.03% | 2.24% | $0.9 |
 NKE | 0.03% | 3.53% | $1.45 |
 MSFT | 0.03% | 0.85% | $3 |
 SIMO | 0.02% | 2.18% | $1.49 |
 SMSN.L | 0.02% | 0.58% | $23.68 |
 ACS.MC | 0.02% | 1.34% | $1.57 |
 RR.L | 0.01% | 0.76% | - |
 BABA | 0.01% | 0.74% | $0.98 |
 RKT.L | 0.01% | 4.29% | $1.93 |
 MTCH | 0.01% | 2.28% | - |
 AC.PA | 0.01% | 2.99% | $1.18 |
 0700.HK | 0.01% | 1.05% | $3.4 |
 WMT | 0.01% | 0.79% | $0.81 |
 PLD | 0.01% | 2.89% | $3.66 |
 META | 0.01% | 0.31% | $1 |
 GOOGL | 0.01% | 0.25% | $0.2 |
 EL.PA | 0.01% | 1.93% | $3.95 |
 BLK | 0% | 2.09% | $20.2 |
 V | 0% | 0.8% | $2.01 |
 ORCL | 0% | 1.01% | $1.6 |
 CRM | 0% | 0.93% | $0.4 |
 XOM | 0% | 2.66% | $3.76 |
 KO | 0% | 2.73% | $1.89 |
 BA.L | 0% | 1.64% | $0.3 |
 ADS.DE | 0% | 1.97% | $0.7 |
 ABT | 0% | 2.55% | $2.16 |
 CAT | 0% | 0.78% | $5.31 |
 VST | 0% | 0.55% | $0.85 |
 MA | 0% | 0.63% | $2.46 |
 AAPL | 0% | 0.39% | $0.97 |
 RMS.PA | 0% | 1.09% | $25 |
 01211.HK | 0% | 0.32% | $3.41 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
CAT | Ex-Dividend | Apr 20, 2026 | $1.51 |
AIR.PA | Ex-Dividend | Apr 21, 2026 | $3.78 |
MTCH | Pay Day | Apr 21, 2026 | $0.20 |
RMS.PA | Ex-Dividend | Apr 21, 2026 | $14.90 |
AIR.PA | Pay Day | Apr 23, 2026 | $3.78 |
CRM | Pay Day | Apr 23, 2026 | $0.44 |
RMS.PA | Pay Day | Apr 23, 2026 | $14.90 |
RR.L | Ex-Dividend | Apr 23, 2026 | $0.07 |
BA.L | Ex-Dividend | Apr 23, 2026 | $0.31 |
ORCL | Pay Day | Apr 24, 2026 | $0.50 |
EL.PA | Ex-Dividend | May 5, 2026 | $4.77 |
SIMO | Ex-Dividend | May 7, 2026 | $0.50 |
WMT | Ex-Dividend | May 8, 2026 | $0.25 |
MA | Pay Day | May 8, 2026 | $0.87 |
NHY.OL | Ex-Dividend | May 8, 2026 | $3.00 |
ABT | Pay Day | May 15, 2026 | $0.63 |
0700.HK | Ex-Dividend | May 15, 2026 | $0.68 |
CAT | Pay Day | May 19, 2026 | $1.51 |
NHY.OL | Pay Day | May 19, 2026 | $3.00 |
MSFT | Ex-Dividend | May 21, 2026 | $0.91 |
SIMO | Pay Day | May 21, 2026 | $0.50 |
WMT | Pay Day | May 26, 2026 | $0.25 |
GLE.PA | Ex-Dividend | Jun 1, 2026 | $1.19 |
0700.HK | Pay Day | Jun 1, 2026 | $0.68 |
EL.PA | Pay Day | Jun 3, 2026 | $4.77 |
GLE.PA | Pay Day | Jun 3, 2026 | $1.19 |
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 |
RKT.L | Pay Day | Jun 12, 2026 | $1.70 |
BATS.L | Ex-Dividend | Jul 9, 2026 | $0.83 |
BATS.L | Pay Day | Aug 14, 2026 | $0.83 |
Performance Metrics
Score 6.3/10
Beta
1.45
1.45
0
0.8
1.2
0
2
Sharpe Ratio
0.72
0.72
0
0.5
1
1.5
1.5
Sortino Ratio
1.16
1.16
0
1
2
3
3
Jensen's Alpha
2.63
2.63
-2
0
2
4.5
4.5
Omega Ratio
1.39
1.39
0
1
1.5
2.5
2.5
Treynor Ratio
1.14
1.14
0
0.75
1.25
2
2
Information Ratio
0.36
0.36
0
0.3
0.6
1
1
Calmar Ratio
1.19
1.19
0
0.3
0.6
2
2
Beta
1.45
1.45
0
0.8
1.2
0
2
Sharpe Ratio
0.72
0.72
0
0.5
1
1.5
1.5
Sortino Ratio
1.16
1.16
0
1
2
3
3
Jensen's Alpha
2.63
2.63
-2
0
2
4.5
4.5
Omega Ratio
1.39
1.39
0
1
1.5
2.5
2.5
Treynor Ratio
1.14
1.14
0
0.75
1.25
2
2
Information Ratio
0.36
0.36
0
0.3
0.6
1
1
Calmar Ratio
1.19
1.19
0
0.3
0.6
2
2
Portfolio Valuation
Based on current positions
P/E Ratio
34.98
High:
TSLA
364.27TSLALow:
NET
-645.6NETDetails
PEG Ratio
115.26
High:
UBER
559.49UBERLow:
TEM.US
-56.98TEM.USDetails
Price/Book
6.89
High:MA
59.92MALow:MTCH
-31.66MTCHDetails
Price/Sales
5.7
High:
PLTR
81.74PLTRLow:ACS.MC
0.63ACS.MCDetails
Price/CF
21.02
High:PLTR
214.31PLTRLow:GLE.PA
0.69GLE.PADetails
Price/FCF
59.4
High:KMB
1,882.62KMBLow:GLE.PA
1.6GLE.PADetails
P/E Ratio
34.98
High:TSLA
364.27TSLALow:NET
-645.6NETDetails
PEG Ratio
115.26
High:UBER
559.49UBERLow:TEM.US
-56.98TEM.USDetails
Price/Book
6.89
High:MA
59.92MALow:MTCH
-31.66MTCHDetails
Price/Sales
5.7
High:PLTR
81.74PLTRLow:ACS.MC
0.63ACS.MCDetails
Price/CF
21.02
High:PLTR
214.31PLTRLow:GLE.PA
0.69GLE.PADetails
Price/FCF
59.4
High:KMB
1,882.62KMBLow:GLE.PA
1.6GLE.PADetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-19.05% | Oct 2024 | Jan 2025 | 3 |
-18.49% | Nov 2025 | - | 6 |
-14.88% | Apr 2024 | Jul 2024 | 3 |
-10.45% | Feb 2025 | May 2025 | 3 |
-9.85% | Apr 2023 | Dec 2023 | 8 |