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+1.86%
This Month
+28.62%
Year To Date
+55.53%
2 Years
+117.36%
5 Years
+117.36%
10 Years
+27.78%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services24.55%
- 💻 Electronic Technology22.41%
- 🚗 Consumer Durables14.64%
- 🪙 Cryptocurrencies12.27%
- 💰 Finance6.76%
- 🛍️ Retail Trade3.88%
- 📊 ETFs3.64%
- 🍞 Consumer Non Durables2.11%
- 🚚 Transportation1.81%
- 🏭 Industrial Services1.69%
- 💇♀️ Consumer Services1.59%
- 📡 Communications0.98%
- 🪨 Non Energy Minerals0.88%
- 👥 Copy Trading0.72%
- 🧬 Health Technology0.72%
- ⚡ Utilities0.47%
- 💵 Cash0.36%
- 🧩 Miscellaneous0.28%
- 💼 Commercial Services0.25%
- ⛏️ Energy Minerals0.06%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq49.06%
- 🇺🇸 NYSE24.01%
- 🌍 Digital Currency12.27%
- 🇬🇧 LSE11.81%
- 🇩🇪 Xetra ETFs1.25%
- 🇭🇰 Hong Kong Exchanges0.5%
- 🇫🇷 Euronext Paris0.32%
- 🇩🇪 FRA0.31%
- LSE AIM Auction0.1%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States63.72%
- 🇬🇧 United Kingdom13.62%
- 🇳🇱 Netherlands1.81%
- 🇨🇦 Canada1.55%
- 🇹🇼 Taiwan1.18%
- 🇨🇳 China0.55%
- 🇨🇭 Switzerland0.39%
- 🇩🇪 Germany0.31%
- 🇭🇰 Hong Kong0.07%
- 🇯🇵 Japan0.02%
- 🇰🇷 South Korea0.01%
- 🇮🇱 Israel0%
Dividends
Dividend Yield
0.6%
34 out of 68 instruments pay dividend.
2 dividend payments in the next 30 days.
Highest Dividend: $12.HK (6.14%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 BTI | 0.09% | 5.28% | $2.92 |
 TSCO.L | 0.07% | 3.16% | $0.12 |
 BT.L | 0.05% | 4.61% | $0.08 |
 RR.L | 0.04% | 0.97% | - |
 LLOY.L | 0.04% | 3.48% | $0.03 |
 SBRY.L | 0.04% | 4.44% | $0.13 |
 ITV.L | 0.03% | 6.06% | $0.05 |
 WM | 0.03% | 1.55% | $2.9 |
 GOOG | 0.02% | 0.26% | $0.2 |
 MSFT | 0.02% | 0.72% | $3 |
 IBM | 0.02% | 2.18% | $6.65 |
 BAC | 0.02% | 2% | $0.96 |
 CNI | 0.02% | 2.6% | $2.42 |
 AXP | 0.01% | 0.85% | $2.6 |
 BMW.DE | 0.01% | 4.46% | $6 |
 TSM | 0.01% | 0.9% | $1.74 |
 NKE | 0.01% | 2.44% | $1.45 |
 BARC.L | 0.01% | 1.96% | $0.08 |
 STAN.L | 0.01% | 1.88% | $0.22 |
 ALW.L | 0.01% | 2.19% | $0.17 |
 GOOGL | 0.01% | 0.26% | $0.2 |
 12.HK | 0% | 6.14% | $1.8 |
 EBAY | 0% | 1.41% | $1.04 |
 DELL | 0% | 1.45% | $1.63 |
 AIR.PA | 0% | 1.02% | $1.8 |
 0700.HK | 0% | 0.74% | $3.4 |
 MKS.L | 0% | 1.14% | $0.03 |
 NVDA | 0% | 0.02% | $0.02 |
 YOU | 0% | 1.49% | $0.35 |
 arash007 | 0% | 0.31% | - |
 META | 0% | 0.31% | $1 |
 CCJ | 0% | 0.19% | $0.09 |
 BN.US | 0% | 0.51% | $0.3 |
 PYPL | 0% | 0.22% | - |
Performance Metrics
Score 6.6/10
Beta
1.48
1.48
0
0.8
1.2
0
2
Sharpe Ratio
0.81
0.81
0
0.5
1
1.5
1.5
Sortino Ratio
1.53
1.53
0
1
2
3
3
Jensen's Alpha
1.88
1.88
-2
0
2
4.5
4.5
Omega Ratio
1.37
1.37
0
1
1.5
2.5
2.5
Treynor Ratio
1.38
1.38
0
0.75
1.25
2
2
Information Ratio
0.37
0.37
0
0.3
0.6
1
1
Calmar Ratio
1.34
1.34
0
0.3
0.6
2
2
Beta
1.48
1.48
0
0.8
1.2
0
2
Sharpe Ratio
0.81
0.81
0
0.5
1
1.5
1.5
Sortino Ratio
1.53
1.53
0
1
2
3
3
Jensen's Alpha
1.88
1.88
-2
0
2
4.5
4.5
Omega Ratio
1.37
1.37
0
1
1.5
2.5
2.5
Treynor Ratio
1.38
1.38
0
0.75
1.25
2
2
Information Ratio
0.37
0.37
0
0.3
0.6
1
1
Calmar Ratio
1.34
1.34
0
0.3
0.6
2
2
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
41.72
High:
INTC
3,906.6INTCLow:
MP
-88.42MPDetails
PEG Ratio
105.82
High:INTC
3,891.92INTCLow:
CRWV
-244.16CRWVDetails
Price/Book
13.13
High:
RR.L
38.08RR.LLow:
DELL
-33.9DELLDetails
Price/Sales
12.67
High:
HE1.L
7,004.63HE1.LLow:
SBRY.L
0.22SBRY.LDetails
Price/CF
31.45
High:MP
190.93MPLow:
STAN.L
0.98STAN.LDetails
Price/FCF
59.53
High:
EBS
355.95EBSLow:STAN.L
1.01STAN.LDetails
P/E Ratio
41.72
High:INTC
3,906.6INTCLow:MP
-88.42MPDetails
PEG Ratio
105.82
High:INTC
3,891.92INTCLow:CRWV
-244.16CRWVDetails
Price/Book
13.13
High:RR.L
38.08RR.LLow:DELL
-33.9DELLDetails
Price/Sales
12.67
High:HE1.L
7,004.63HE1.LLow:SBRY.L
0.22SBRY.LDetails
Price/CF
31.45
High:MP
190.93MPLow:STAN.L
0.98STAN.LDetails
Price/FCF
59.53
High:EBS
355.95EBSLow:STAN.L
1.01STAN.LDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-20.87% | Aug 2023 | Nov 2024 | 15 |
-13.89% | Apr 2023 | May 2023 | 1 |
-10.93% | Feb 2025 | May 2025 | 3 |
-8.87% | Dec 2022 | Jan 2023 | 1 |
-6.53% | Nov 2025 | - | 2 |