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+0.05%
This Month
+10.94%
Year To Date
+50.12%
2 Years
+64.43%
5 Years
+64.43%
10 Years
+28.23%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs31.36%
- 💵 Cash30.65%
- 🪙 Cryptocurrencies9.59%
- 💻 Electronic Technology7.24%
- 🍞 Consumer Non Durables7.01%
- 🖥️ Technology Services5.01%
- 💰 Finance2.06%
- 🧬 Health Technology1.98%
- 🛍️ Retail Trade1.94%
- 💼 Commercial Services1.64%
- 🛠️ Producer Manufacturing1.6%
- 🚗 Consumer Durables1.26%
- 📡 Communications0.64%
- 🏭 Industrial Services0.43%
- ⛏️ Energy Minerals0.25%
- 📦 Distribution Services0.24%
- 💇♀️ Consumer Services0.15%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE20.84%
- 🇺🇸 Nasdaq16.21%
- 🌍 Digital Currency9.59%
- 🇬🇧 LSE9.39%
- 🇭🇰 Hong Kong Exchanges5.08%
- 🇫🇷 Euronext Paris2.59%
- 🇩🇪 FRA2.49%
- 🇩🇰 Copenhagen Stock Exchange1.98%
- 🇩🇪 Xetra ETFs1.31%
- 🇸🇪 Stockholm Stock Exchange0.59%
- 🇮🇹 Borsa Italiana0.58%
- 🇪🇸 Bolsa De Madrid0.53%
- 🇳🇱 Euronext Amsterdam0.52%
- 🇺🇸 Chicago Board Options Exchange0.48%
- 🇨🇭 SIX0.22%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States8.17%
- 🇨🇳 China5.42%
- 🇩🇪 Germany2.49%
- 🇳🇱 Netherlands2.27%
- 🇫🇷 France2.04%
- 🇩🇰 Denmark1.98%
- 🇯🇵 Japan1.3%
- 🇬🇧 United Kingdom0.94%
- 🇧🇷 Brazil0.79%
- 🇨🇭 Switzerland0.66%
- 🇨🇦 Canada0.6%
- 🇸🇪 Sweden0.59%
- 🇰🇷 South Korea0.59%
- 🇮🇹 Italy0.58%
- 🇰🇾 Cayman Islands0.54%
- 🇹🇼 Taiwan0.53%
- 🇪🇸 Spain0.53%
- 🇮🇪 Ireland0.52%
- 🇭🇰 Hong Kong0.5%
- 🇧🇲 Bermuda0.42%
Dividends
Dividend Yield
1%
58 out of 80 instruments pay dividend.
11 dividend payments in the next 30 days.
Highest Dividend: $PBR (15.13%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 VXUS | 0.08% | 2.83% | - |
 VCSH | 0.07% | 4.13% | - |
 NOVO-B.CO | 0.07% | 3.33% | $9.4 |
 BND | 0.06% | 3.73% | - |
 EWZ | 0.06% | 5.59% | - |
 MCHI | 0.04% | 2.59% | - |
 VOW3.DE | 0.04% | 6.37% | $9.06 |
 PBR | 0.04% | 15.13% | $1.73 |
 PEP | 0.03% | 3.81% | $5.15 |
 RI.PA | 0.02% | 4.89% | $4.7 |
 02020.HK | 0.02% | 2.7% | $1.97 |
 IVV | 0.02% | 1.29% | - |
 EVO.ST | 0.02% | 3.82% | $31.03 |
 VOO | 0.02% | 1.22% | - |
 VHT | 0.02% | 1.6% | - |
 01211.HK | 0.02% | 1.37% | $3.41 |
 REET | 0.02% | 3.95% | - |
 DGE.L | 0.02% | 3.89% | $0.81 |
 DTE.DE | 0.02% | 2.84% | $0.77 |
 MC.PA | 0.02% | 2.63% | $13 |
 0992.HK | 0.02% | 3.56% | $0.38 |
 AOA | 0.02% | 2.13% | - |
 SPYG | 0.02% | 0.58% | - |
 XLRE | 0.02% | 3.34% | - |
 HEIA.NV | 0.01% | 2.86% | $1.73 |
 ARGT | 0.01% | 1.21% | - |
 MONC.MI | 0.01% | 2.77% | $1.15 |
 KO | 0.01% | 2.97% | $1.89 |
 TM | 0.01% | 2.71% | $4.64 |
 ATE.PA | 0.01% | 2.36% | $1.5 |
 SMSN.L | 0.01% | 1.69% | $23.68 |
 ASML | 0.01% | 0.78% | $5.57 |
 NESN.ZU | 0.01% | 4.04% | $3 |
 AMS.MC | 0.01% | 1.64% | $1 |
 OR.PA | 0.01% | 1.74% | $6.6 |
 ADS.DE | 0.01% | 1.14% | $0.7 |
 GPC | 0.01% | 2.95% | $3.9 |
 BLK | 0.01% | 1.89% | $20.2 |
 0700.HK | 0.01% | 0.74% | $3.4 |
 BABA | 0.01% | 0.76% | $0.98 |
 G | 0.01% | 1.48% | $0.58 |
 SAP.DE | 0.01% | 1.03% | $2.2 |
 AIR.PA | 0.01% | 1.09% | $1.8 |
 TSM | 0.01% | 1.01% | $1.74 |
 BRE.MI | 0% | 3.25% | $0.3 |
 GOOGL | 0% | 0.35% | $0.2 |
 INDA | 0% | 0.72% | - |
 MCD | 0% | 2.26% | $6.53 |
 MSFT | 0% | 0.67% | $3 |
 V | 0% | 0.69% | $2.01 |
 SONY | 0% | 0.35% | $0.49 |
 WMT | 0% | 0.94% | $0.81 |
 META | 0% | 0.27% | $1 |
 MA | 0% | 0.5% | $2.46 |
 AAPL | 0% | 0.43% | $0.97 |
 NTDOY | 0% | 0.61% | $0.24 |
 ERJ | 0% | 0.08% | - |
 NVDA | 0% | 0.02% | $0.02 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
GOOGL | Ex-Dividend | Sep 8, 2025 | $0.21 |
02020.HK | Ex-Dividend | Sep 9, 2025 | $0.18 |
MSFT | Pay Day | Sep 11, 2025 | $0.83 |
NVDA | Ex-Dividend | Sep 11, 2025 | $0.01 |
G | Ex-Dividend | Sep 11, 2025 | $0.17 |
KO | Ex-Dividend | Sep 15, 2025 | $0.51 |
GOOGL | Pay Day | Sep 15, 2025 | $0.21 |
MCD | Pay Day | Sep 16, 2025 | $1.77 |
TSM | Ex-Dividend | Sep 16, 2025 | $0.82 |
BLK | Pay Day | Sep 23, 2025 | $5.21 |
02020.HK | Pay Day | Sep 23, 2025 | $0.18 |
G | Pay Day | Sep 25, 2025 | $0.17 |
PBR | Pay Day | Sep 29, 2025 | $0.11 |
PEP | Pay Day | Sep 30, 2025 | $1.42 |
KO | Pay Day | Oct 1, 2025 | $0.51 |
NVDA | Pay Day | Oct 2, 2025 | $0.01 |
GPC | Pay Day | Oct 2, 2025 | $1.03 |
TSM | Pay Day | Oct 9, 2025 | $0.82 |
DGE.L | Ex-Dividend | Oct 16, 2025 | $0.84 |
MC.PA | Ex-Dividend | Dec 2, 2025 | $6.47 |
MC.PA | Pay Day | Dec 4, 2025 | $6.47 |
DGE.L | Pay Day | Dec 4, 2025 | $0.84 |
WMT | Ex-Dividend | Dec 12, 2025 | $0.24 |
INDA | Pay Day | Dec 20, 2025 | $0.00 |
WMT | Pay Day | Jan 5, 2026 | $0.24 |
Performance Metrics
Score 7/10
Beta
0.85
0.85
0
0.8
1.2
0
2
Sharpe Ratio
1.23
1.23
0
0.5
1
2
2
Sortino Ratio
2.31
2.31
0
1
2
3
3
Jensen's Alpha
3.01
3.01
-2
0
2
4.5
4.5
Omega Ratio
1.09
1.09
0
1
1.5
2.5
2.5
Treynor Ratio
1.51
1.51
0
0.75
1.25
2
2
Information Ratio
0.12
0.12
0
0.3
0.6
1
1
Calmar Ratio
2.91
2.91
0
0.3
0.6
3
3
Beta
0.85
0.85
0
0.8
1.2
0
2
Sharpe Ratio
1.23
1.23
0
0.5
1
2
2
Sortino Ratio
2.31
2.31
0
1
2
3
3
Jensen's Alpha
3.01
3.01
-2
0
2
4.5
4.5
Omega Ratio
1.09
1.09
0
1
1.5
2.5
2.5
Treynor Ratio
1.51
1.51
0
0.75
1.25
2
2
Information Ratio
0.12
0.12
0
0.3
0.6
1
1
Calmar Ratio
2.91
2.91
0
0.3
0.6
3
3
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
27.5
High:
ONON
98.65ONONLow:
PBR
5.83PBRDetails
PEG Ratio
495.74
High:
AAPL
24,779.06AAPLLow:
ADS.DE
6.52ADS.DEDetails
Price/Book
7.16
High:
MA
68.72MALow:
MCD
-81.96MCDDetails
Price/Sales
5.2
High:
NVDA
25.49NVDALow:
VOW3.DE
0.15VOW3.DEDetails
Price/CF
18.23
High:
KO
233.26KOLow:PBR
2.37PBRDetails
Price/FCF
41.54
High:
PEP
5,253.35PEPLow:
DTE.DE
6.46DTE.DEDetails
P/E Ratio
27.5
High:ONON
98.65ONONLow:PBR
5.83PBRDetails
PEG Ratio
495.74
High:AAPL
24,779.06AAPLLow:ADS.DE
6.52ADS.DEDetails
Price/Book
7.16
High:MA
68.72MALow:MCD
-81.96MCDDetails
Price/Sales
5.2
High:NVDA
25.49NVDALow:VOW3.DE
0.15VOW3.DEDetails
Price/CF
18.23
High:KO
233.26KOLow:PBR
2.37PBRDetails
Price/FCF
41.54
High:PEP
5,253.35PEPLow:DTE.DE
6.46DTE.DEDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-7.29% | Aug 2023 | Dec 2023 | 4 |
-6.9% | Apr 2024 | Sep 2024 | 5 |
-3.31% | Feb 2025 | May 2025 | 3 |
-1.91% | Oct 2024 | Nov 2024 | 1 |
-0.61% | Dec 2024 | Jan 2025 | 1 |