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-9.3%
This Month
-15.67%
Year To Date
+53.37%
2 Years
+41.04%
5 Years
+1048.2%
10 Years
+20.09%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies38.12%
- 💵 Cash10.42%
- 💻 Electronic Technology10.24%
- 🧬 Health Technology8.98%
- 🖥️ Technology Services5.93%
- 📊 ETFs3.99%
- 🧩 Miscellaneous3.09%
- 💼 Commercial Services2.92%
- 🛍️ Retail Trade2.8%
- 🍞 Consumer Non Durables2.78%
- 💰 Finance2.78%
- 💇♀️ Consumer Services2.04%
- 🧪 Process Industries2.02%
- 📡 Communications1.39%
- 🚚 Transportation1.34%
- 🪨 Non Energy Minerals1.09%
- 🛠️ Producer Manufacturing0.89%
- ⛏️ Energy Minerals0.72%
- 🏭 Industrial Services0.72%
- 🚗 Consumer Durables0.71%
- 📦 Distribution Services0.47%
- 🏥 Health Services0.34%
- ❓ Other0.21%
- ⚡ Utilities0.18%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency38.12%
- 🇺🇸 Nasdaq20.75%
- 🇺🇸 NYSE14.76%
- 🇬🇧 LSE11.64%
- 🇫🇮 Helsinki Stock Exchange2.79%
- 🇩🇪 FRA1.86%
- 🇺🇸 Chicago Board Options Exchange1.13%
- 🇸🇪 Stockholm Stock Exchange0.9%
- 🇨🇭 SIX0.72%
- 🇭🇰 Hong Kong Exchanges0.6%
- Regular Trading Hours - RTH0.21%
- 🇩🇰 Copenhagen Stock Exchange0.18%
- 🇫🇷 Euronext Paris0.08%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States25.46%
- 🇬🇧 United Kingdom7.93%
- 🇫🇮 Finland2.79%
- 🇨🇳 China2.38%
- 🇩🇪 Germany1.86%
- 🇰🇷 South Korea1.36%
- 🇸🇪 Sweden1.09%
- 🇨🇭 Switzerland0.94%
- 🇮🇱 Israel0.94%
- 🇧🇷 Brazil0.69%
- 🇨🇦 Canada0.56%
- 🇿🇦 South Africa0.45%
- 🇸🇬 Singapore0.44%
- 🇯🇵 Japan0.42%
- 🇳🇱 Netherlands0.4%
- 🇩🇰 Denmark0.37%
- 🇦🇹 Austria0.27%
- 🇭🇰 Hong Kong0.26%
- 🇲🇽 Mexico0.25%
- 🇮🇪 Ireland0.21%
- 🇫🇷 France0.04%
Dividends
Dividend Yield
0.74%
74 out of 176 instruments pay dividend.
21 dividend payments in the next 30 days.
Highest Dividend: $OERL.ZU (23.16%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 OERL.ZU | 0.1% | 23.16% | $0.2 |
 VZ | 0.04% | 6.14% | $2.66 |
 KIE.L | 0.03% | 3.75% | $0.02 |
 TRIG.L | 0.03% | 10.12% | $0.07 |
 NLY | 0.03% | 13.16% | $2.6 |
 VOW3.DE | 0.02% | 5.92% | $9.06 |
 RKT.L | 0.02% | 4.78% | $1.93 |
 PHP.L | 0.02% | 7.89% | $0.06 |
 NOKIA.HE | 0.02% | 1.03% | $0.13 |
 ERIC-A.ST | 0.02% | 2.42% | $2.7 |
 JUP.L | 0.02% | 6.01% | $0.1 |
 TAK | 0.02% | 3.87% | $0.56 |
 BAS.DE | 0.02% | 4.4% | $3.4 |
 DEO | 0.01% | 4.1% | $3.99 |
 IAG.L | 0.01% | 1.66% | - |
 NRR.L | 0.01% | 8.62% | $0.07 |
 GRG.L | 0.01% | 4.02% | $0.6 |
 JMAT.L | 0.01% | 3.62% | $0.77 |
 SIRI | 0.01% | 3.89% | $0.1 |
 VFC | 0.01% | 2.18% | $0.57 |
 DIS | 0.01% | 1.51% | $0.75 |
 PFE | 0.01% | 6.69% | $1.66 |
 VALE | 0.01% | 5.76% | $1.33 |
 SWK | 0.01% | 4.23% | $3.24 |
 SBSW | 0.01% | 2.23% | $0.3 |
 BABA | 0.01% | 0.82% | $0.98 |
 BMY | 0.01% | 4.47% | $2.34 |
 CVS | 0.01% | 2.8% | $2.54 |
 STZ | 0.01% | 2.97% | $3.68 |
 EZJ.L | 0.01% | 2.86% | $0.05 |
 VIPS | 0.01% | 4.33% | $0.41 |
 BLND.L | 0.01% | 5.73% | $0.23 |
 FRES.L | 0.01% | 3.02% | $0.05 |
 SWKS | 0.01% | 3.64% | $2.72 |
 MDT.US | 0.01% | 3.48% | $2.77 |
 NTRS | 0.01% | 1.84% | $3 |
 JDW.L | 0.01% | 1.93% | - |
 EMN | 0.01% | 4.71% | $3.22 |
 TSN | 0.01% | 3.61% | $1.96 |
 IBM | 0.01% | 2.26% | $6.65 |
 ADM.L | 0.01% | 6.19% | $1.03 |
 FIS.US | 0.01% | 4.14% | $1.76 |
 JD.US | 0.01% | 3.33% | $0.74 |
 NKE | 0.01% | 3.76% | $1.45 |
 01177.HK | 0.01% | 2.15% | $0.05 |
 NVO | 0.01% | 2.81% | $0.98 |
 TPK.L | 0.01% | 2.15% | $0.18 |
 NESTE.HE | 0% | 0.69% | $1.2 |
 SMSN.L | 0% | 0.4% | $23.68 |
 GLEN.L | 0% | 2.08% | $0.1 |
 CRDA.L | 0% | 3.77% | $1.09 |
 ADS.DE | 0% | 1.71% | $0.7 |
 WTB.L | 0% | 4.1% | $0.97 |
 MMM | 0% | 1.97% | $5.21 |
 PYPL | 0% | 1.01% | - |
 BAYN.DE | 0% | 0.31% | $0.11 |
 BAB.L | 0% | 0.67% | $0.02 |
 PSKY | 0% | 1.89% | $0.2 |
 BAX | 0% | 1.04% | $1.16 |
 PKX | 0% | 1.57% | $1.56 |
 EL | 0% | 1.71% | $2.64 |
 0700.HK | 0% | 1.16% | $3.4 |
 NVDA | 0% | 0.13% | $0.02 |
 MSFT | 0% | 0.83% | $3 |
 META | 0% | 0.34% | $1 |
 CGNX | 0% | 0.52% | $0.3 |
 SMT.L | 0% | 0.31% | $0.03 |
 AAPL | 0% | 0.34% | $0.97 |
 PLTK | 0% | 9.52% | $0.2 |
 GOOG | 0% | 0.23% | $0.2 |
 AIR.PA | 0% | 1.79% | $1.8 |
 ZBH | 0% | 1.13% | $0.96 |
 TMO | 0% | 0.38% | $1.48 |
 CE | 0% | 0.22% | $2.8 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
GOOG | Ex-Dividend | Jun 8, 2026 | $0.22 |
SWK | Ex-Dividend | Jun 8, 2026 | $0.83 |
IBM | Pay Day | Jun 10, 2026 | $1.69 |
VFC | Ex-Dividend | Jun 10, 2026 | $0.09 |
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 |
GOOG | Pay Day | Jun 15, 2026 | $0.22 |
META | Ex-Dividend | Jun 15, 2026 | $0.53 |
PSKY | Ex-Dividend | Jun 15, 2026 | $0.05 |
TSN | Pay Day | Jun 15, 2026 | $0.51 |
TMO | Ex-Dividend | Jun 15, 2026 | $0.47 |
EL | Pay Day | Jun 15, 2026 | $0.35 |
EMN | Ex-Dividend | Jun 15, 2026 | $0.84 |
SWKS | Pay Day | Jun 16, 2026 | $0.71 |
VFC | Pay Day | Jun 18, 2026 | $0.09 |
BLND.L | Ex-Dividend | Jun 18, 2026 | $0.14 |
VOW3.DE | Ex-Dividend | Jun 19, 2026 | $6.04 |
VOW3.DE | Pay Day | Jun 23, 2026 | $6.04 |
SWK | Pay Day | Jun 23, 2026 | $0.83 |
META | Pay Day | Jun 25, 2026 | $0.53 |
PYPL | Pay Day | Jun 25, 2026 | $0.14 |
FIS.US | Pay Day | Jun 25, 2026 | $0.44 |
ZBH | Ex-Dividend | Jun 25, 2026 | $0.24 |
NVDA | Pay Day | Jun 26, 2026 | $0.25 |
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 |
TMO | Pay Day | Jul 15, 2026 | $0.47 |
01177.HK | Pay Day | Jul 20, 2026 | $0.01 |
DIS | Pay Day | Jul 22, 2026 | $0.75 |
BLND.L | Pay Day | Jul 24, 2026 | $0.14 |
ZBH | Pay Day | Jul 31, 2026 | $0.24 |
JMAT.L | Pay Day | Aug 4, 2026 | $0.74 |
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
1.32
1.32
0
0.8
1.2
0
2
Sharpe Ratio
0.6
0.6
0
0.5
1
1.5
1.5
Sortino Ratio
1.53
1.53
0
1
2
3
3
Jensen's Alpha
32.95
32.95
-2
0
2
33
33
Omega Ratio
1.59
1.59
0
1
1.5
2.5
2.5
Treynor Ratio
2.81
2.81
0
0.75
1.25
3
3
Information Ratio
0.46
0.46
0
0.3
0.6
1
1
Calmar Ratio
0.37
0.37
0
0.3
0.6
1
1
Beta
1.32
1.32
0
0.8
1.2
0
2
Sharpe Ratio
0.6
0.6
0
0.5
1
1.5
1.5
Sortino Ratio
1.53
1.53
0
1
2
3
3
Jensen's Alpha
32.95
32.95
-2
0
2
33
33
Omega Ratio
1.59
1.59
0
1
1.5
2.5
2.5
Treynor Ratio
2.81
2.81
0
0.75
1.25
3
3
Information Ratio
0.46
0.46
0
0.3
0.6
1
1
Calmar Ratio
0.37
0.37
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
32.36
High:
TWLO
367.05TWLOLow:
BIDU
-5,810.34BIDUDetails
PEG Ratio
786.44
High:NOKIA.HE
13,797.01NOKIA.HELow:
FROG
-633.12FROGDetails
Price/Book
8.05
High:
PACB
213.91PACBLow:
GH
-96.64GHDetails
Price/Sales
6.76
High:
CRSP
1,333.2CRSPLow:VOW3.DE
0.14VOW3.DEDetails
Price/CF
20.87
High:
DDD
462.65DDDLow:
LUMN
1.4LUMNDetails
Price/FCF
44.58
High:
AMS.ZU
1,761.8AMS.ZULow:
UBI.PA
1.61UBI.PADetails
P/E Ratio
32.36
High:TWLO
367.05TWLOLow:BIDU
-5,810.34BIDUDetails
PEG Ratio
786.44
High:NOKIA.HE
13,797.01NOKIA.HELow:FROG
-633.12FROGDetails
Price/Book
8.05
High:PACB
213.91PACBLow:GH
-96.64GHDetails
Price/Sales
6.76
High:CRSP
1,333.2CRSPLow:VOW3.DE
0.14VOW3.DEDetails
Price/CF
20.87
High:DDD
462.65DDDLow:LUMN
1.4LUMNDetails
Price/FCF
44.58
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 |
-32.28% | Oct 2025 | - | 9 |
-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 |