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+2.04%
This Month
-8.43%
Year To Date
+58%
2 Years
+35.11%
5 Years
+1069.2%
10 Years
+21.12%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies43.44%
- 💵 Cash10.3%
- 💻 Electronic Technology9.24%
- 🧬 Health Technology7.9%
- 🖥️ Technology Services4.91%
- 📊 ETFs4.03%
- 🧩 Miscellaneous3.01%
- 🛍️ Retail Trade2.88%
- 💰 Finance2.76%
- 🍞 Consumer Non Durables2.64%
- 💼 Commercial Services2.52%
- 💇♀️ Consumer Services1.91%
- 🧪 Process Industries1.9%
- 📡 Communications1.26%
- 🪨 Non Energy Minerals1.2%
- 🚚 Transportation1.14%
- 🛠️ Producer Manufacturing0.74%
- 🏭 Industrial Services0.67%
- ⛏️ Energy Minerals0.66%
- 🚗 Consumer Durables0.6%
- 📦 Distribution Services0.42%
- 🏥 Health Services0.22%
- ⚡ Utilities0.17%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency43.44%
- 🇺🇸 Nasdaq18.57%
- 🇺🇸 NYSE14.18%
- 🇬🇧 LSE10.51%
- 🇫🇮 Helsinki Stock Exchange2.38%
- 🇩🇪 FRA1.8%
- 🇺🇸 Chicago Board Options Exchange1.03%
- 🇸🇪 Stockholm Stock Exchange0.8%
- 🇨🇭 SIX0.63%
- 🇭🇰 Hong Kong Exchanges0.63%
- 🇩🇰 Copenhagen Stock Exchange0.17%
- 🇫🇷 Euronext Paris0.08%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States22.74%
- 🇬🇧 United Kingdom7.21%
- 🇨🇳 China2.51%
- 🇫🇮 Finland2.38%
- 🇩🇪 Germany1.8%
- 🇰🇷 South Korea1.11%
- 🇸🇪 Sweden0.97%
- 🇨🇭 Switzerland0.86%
- 🇮🇱 Israel0.81%
- 🇧🇷 Brazil0.61%
- 🇿🇦 South Africa0.51%
- 🇨🇦 Canada0.44%
- 🇸🇬 Singapore0.44%
- 🇯🇵 Japan0.44%
- 🇳🇱 Netherlands0.37%
- 🇩🇰 Denmark0.37%
- 🇭🇰 Hong Kong0.29%
- 🇲🇽 Mexico0.27%
- 🇦🇹 Austria0.23%
- 🇮🇪 Ireland0.19%
- 🇫🇷 France0.03%
Dividends
Dividend Yield
0.72%
75 out of 178 instruments pay dividend.
22 dividend payments in the next 30 days.
Highest Dividend: $OERL.ZU (23.98%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 OERL.ZU | 0.1% | 23.98% | $0.2 |
 VZ | 0.03% | 5.96% | $2.66 |
 KIE.L | 0.03% | 3.97% | $0.02 |
 TRIG.L | 0.02% | 10.71% | $0.07 |
 NLY | 0.02% | 12.92% | $2.6 |
 VOW3.DE | 0.02% | 6.07% | $9.06 |
 RKT.L | 0.02% | 4.68% | $1.93 |
 PHP.L | 0.02% | 7.92% | $0.06 |
 NOKIA.HE | 0.02% | 1.18% | $0.13 |
 ERIC-A.ST | 0.02% | 2.55% | $2.7 |
 JUP.L | 0.02% | 6.54% | $0.1 |
 TAK | 0.02% | 3.6% | $0.56 |
 BAS.DE | 0.01% | 4.29% | $3.4 |
 VALE | 0.01% | 7.82% | $1.33 |
 DEO | 0.01% | 3.97% | $3.99 |
 BMY | 0.01% | 4.42% | $2.34 |
 IAG.L | 0.01% | 1.88% | - |
 NRR.L | 0.01% | 9.05% | $0.07 |
 JMAT.L | 0.01% | 3.69% | $0.77 |
 GRG.L | 0.01% | 4.11% | $0.6 |
 SIRI | 0.01% | 4.18% | $0.1 |
 VFC | 0.01% | 2.16% | $0.57 |
 PFE | 0.01% | 6.81% | $1.66 |
 DIS | 0.01% | 1.47% | $0.75 |
 SBSW | 0.01% | 2.05% | $0.3 |
 SWK | 0.01% | 4.6% | $3.24 |
 BBOX.L | 0.01% | 5.64% | $0.07 |
 BABA | 0.01% | 0.77% | $0.98 |
 CVS | 0.01% | 2.8% | $2.54 |
 STZ | 0.01% | 2.89% | $3.68 |
 FRES.L | 0.01% | 2.89% | $0.05 |
 EZJ.L | 0.01% | 3.92% | $0.05 |
 VIPS | 0.01% | 4.3% | $0.41 |
 BLND.L | 0.01% | 6.23% | $0.23 |
 MDT.US | 0.01% | 3.75% | $2.77 |
 NTRS | 0.01% | 1.95% | $3 |
 JDW.L | 0.01% | 2.07% | - |
 SWKS | 0.01% | 4.17% | $2.72 |
 TSN | 0.01% | 3.19% | $1.96 |
 EMN | 0.01% | 4.72% | $3.22 |
 IBM | 0.01% | 3.08% | $6.65 |
 JD.US | 0.01% | 3.06% | $0.74 |
 FIS.US | 0.01% | 4.07% | $1.76 |
 ADM.L | 0.01% | 6.21% | $1.03 |
 NVO | 0.01% | 2.75% | $0.98 |
 01177.HK | 0.01% | 1.89% | $0.05 |
 NKE | 0.01% | 3.91% | $1.45 |
 TPK.L | 0.01% | 2.4% | $0.18 |
 GLEN.L | 0% | 2.22% | $0.1 |
 NESTE.HE | 0% | 0.69% | $1.2 |
 SMSN.L | 0% | 0.47% | $23.68 |
 CRDA.L | 0% | 4.06% | $1.09 |
 ADS.DE | 0% | 1.94% | $0.7 |
 WTB.L | 0% | 4.26% | $0.97 |
 MMM | 0% | 2.08% | $5.21 |
 PYPL | 0% | 0.95% | - |
 BAB.L | 0% | 0.74% | $0.02 |
 BAYN.DE | 0% | 0.3% | $0.11 |
 PSKY | 0% | 2.03% | $0.2 |
 BAX | 0% | 1.18% | $1.16 |
 PKX | 0% | 1.32% | $1.56 |
 EL | 0% | 1.76% | $2.64 |
 0700.HK | 0% | 1.18% | $3.4 |
 META | 0% | 0.34% | $1 |
 MSFT | 0% | 0.85% | $3 |
 CGNX | 0% | 0.52% | $0.3 |
 SMT.L | 0% | 0.31% | $0.03 |
 AAPL | 0% | 0.35% | $0.97 |
 PLTK | 0% | 8.4% | $0.2 |
 GOOG | 0% | 0.22% | $0.2 |
 AIR.PA | 0% | 1.93% | $1.8 |
 ZBH | 0% | 1.19% | $0.96 |
 TMO | 0% | 0.4% | $1.48 |
 CE | 0% | 0.21% | $2.8 |
 NVDA | 0% | 0.02% | $0.02 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
JUP.L | Pay Day | May 19, 2026 | $0.03 |
MSFT | Ex-Dividend | May 21, 2026 | $0.91 |
WTB.L | Ex-Dividend | May 21, 2026 | $0.82 |
BBOX.L | Ex-Dividend | May 21, 2026 | $0.03 |
CGNX | Ex-Dividend | May 21, 2026 | $0.09 |
MMM | Ex-Dividend | May 22, 2026 | $0.78 |
KIE.L | Pay Day | May 22, 2026 | $0.04 |
SWKS | Ex-Dividend | May 26, 2026 | $0.71 |
CRDA.L | Pay Day | May 27, 2026 | $0.85 |
SIRI | Pay Day | May 27, 2026 | $0.27 |
TPK.L | Pay Day | May 28, 2026 | $0.10 |
BAX | Ex-Dividend | May 29, 2026 | $0.01 |
EL | Ex-Dividend | May 29, 2026 | $0.35 |
FRES.L | Pay Day | May 29, 2026 | $1.08 |
GRG.L | Pay Day | May 29, 2026 | $0.67 |
NKE | Ex-Dividend | Jun 1, 2026 | $0.41 |
TSN | Ex-Dividend | Jun 1, 2026 | $0.51 |
0700.HK | Pay Day | Jun 1, 2026 | $0.68 |
PYPL | Ex-Dividend | Jun 4, 2026 | $0.14 |
JDW.L | Pay Day | Jun 4, 2026 | $0.05 |
CGNX | Pay Day | Jun 4, 2026 | $0.09 |
DEO | Pay Day | Jun 4, 2026 | $0.80 |
NTRS | Ex-Dividend | Jun 5, 2026 | $0.80 |
ADM.L | Pay Day | Jun 5, 2026 | $0.97 |
GOOG | Ex-Dividend | Jun 8, 2026 | $0.22 |
SWK | Ex-Dividend | Jun 8, 2026 | $0.83 |
IBM | Pay Day | Jun 10, 2026 | $1.69 |
MSFT | Pay Day | Jun 11, 2026 | $0.91 |
BABA | Ex-Dividend | Jun 11, 2026 | $1.05 |
FIS.US | Ex-Dividend | Jun 11, 2026 | $0.44 |
MMM | Pay Day | Jun 12, 2026 | $0.78 |
PFE | Pay Day | Jun 12, 2026 | $0.43 |
RKT.L | Pay Day | Jun 12, 2026 | $1.70 |
BBOX.L | Pay Day | Jun 12, 2026 | $0.03 |
GOOG | Pay Day | Jun 15, 2026 | $0.22 |
PSKY | Ex-Dividend | Jun 15, 2026 | $0.05 |
TSN | Pay Day | Jun 15, 2026 | $0.51 |
EL | Pay Day | Jun 15, 2026 | $0.35 |
EMN | Ex-Dividend | Jun 15, 2026 | $0.84 |
SWKS | Pay Day | Jun 16, 2026 | $0.71 |
SWK | Pay Day | Jun 23, 2026 | $0.83 |
PYPL | Pay Day | Jun 25, 2026 | $0.14 |
FIS.US | Pay Day | Jun 25, 2026 | $0.44 |
DIS | Ex-Dividend | Jun 30, 2026 | $0.75 |
01177.HK | Ex-Dividend | Jun 30, 2026 | $0.01 |
NKE | Pay Day | Jul 1, 2026 | $0.41 |
PSKY | Pay Day | Jul 1, 2026 | $0.05 |
BAX | Pay Day | Jul 1, 2026 | $0.01 |
NTRS | Pay Day | Jul 1, 2026 | $0.80 |
WTB.L | Pay Day | Jul 3, 2026 | $0.82 |
EMN | Pay Day | Jul 8, 2026 | $0.84 |
BABA | Pay Day | Jul 13, 2026 | $1.05 |
01177.HK | Pay Day | Jul 20, 2026 | $0.01 |
DIS | Pay Day | Jul 22, 2026 | $0.75 |
GLEN.L | Ex-Dividend | Aug 26, 2026 | $0.09 |
GLEN.L | Pay Day | Sep 18, 2026 | $0.09 |
Performance Metrics
Score 6.8/10
Beta
1.34
1.34
0
0.8
1.2
0
2
Sharpe Ratio
0.59
0.59
0
0.5
1
1.5
1.5
Sortino Ratio
1.5
1.5
0
1
2
3
3
Jensen's Alpha
33.94
33.94
-2
0
2
34
34
Omega Ratio
1.61
1.61
0
1
1.5
2.5
2.5
Treynor Ratio
2.69
2.69
0
0.75
1.25
3
3
Information Ratio
0.47
0.47
0
0.3
0.6
1
1
Calmar Ratio
0.35
0.35
0
0.3
0.6
1
1
Beta
1.34
1.34
0
0.8
1.2
0
2
Sharpe Ratio
0.59
0.59
0
0.5
1
1.5
1.5
Sortino Ratio
1.5
1.5
0
1
2
3
3
Jensen's Alpha
33.94
33.94
-2
0
2
34
34
Omega Ratio
1.61
1.61
0
1
1.5
2.5
2.5
Treynor Ratio
2.69
2.69
0
0.75
1.25
3
3
Information Ratio
0.47
0.47
0
0.3
0.6
1
1
Calmar Ratio
0.35
0.35
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
36.47
High:
TWLO
307.57TWLOLow:
MRCY
-385.55MRCYDetails
PEG Ratio
622.07
High:NOKIA.HE
11,820.22NOKIA.HELow:MRCY
-489.17MRCYDetails
Price/Book
8.49
High:
PACB
146.98PACBLow:
GH
-68.94GHDetails
Price/Sales
7.05
High:
CRSP
1,133.28CRSPLow:VOW3.DE
0.14VOW3.DEDetails
Price/CF
22.31
High:
DDD
462.65DDDLow:
LUMN
1.4LUMNDetails
Price/FCF
49.41
High:
AMS.ZU
1,761.8AMS.ZULow:
UBI.PA
1.61UBI.PADetails
P/E Ratio
36.47
High:TWLO
307.57TWLOLow:MRCY
-385.55MRCYDetails
PEG Ratio
622.07
High:NOKIA.HE
11,820.22NOKIA.HELow:MRCY
-489.17MRCYDetails
Price/Book
8.49
High:PACB
146.98PACBLow:GH
-68.94GHDetails
Price/Sales
7.05
High:CRSP
1,133.28CRSPLow:VOW3.DE
0.14VOW3.DEDetails
Price/CF
22.31
High:DDD
462.65DDDLow:LUMN
1.4LUMNDetails
Price/FCF
49.41
High:AMS.ZU
1,761.8AMS.ZULow:UBI.PA
1.61UBI.PADetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-78.8% | Jan 2018 | Mar 2021 | 38 |
-44.98% | May 2021 | Nov 2024 | 42 |
-32.19% | Oct 2025 | - | 8 |
-29% | Apr 2015 | May 2017 | 25 |
-20.77% | Feb 2025 | Jul 2025 | 5 |
-14.81% | Sep 2017 | Nov 2017 | 2 |
-14.8% | Jul 2017 | Aug 2017 | 1 |
-2.7% | Aug 2025 | Sep 2025 | 1 |
-0.11% | Feb 2015 | Mar 2015 | 1 |