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+8.28%
This Month
-8.57%
Year To Date
+65.54%
2 Years
+18.55%
5 Years
+1103.69%
10 Years
+21.28%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies44.18%
- 💵 Cash9.87%
- 💻 Electronic Technology7.49%
- 🧬 Health Technology6.64%
- 🖥️ Technology Services4.58%
- 📊 ETFs4.15%
- 💰 Finance3.29%
- 🧩 Miscellaneous3.07%
- 💼 Commercial Services2.93%
- 🍞 Consumer Non Durables2.84%
- 🛍️ Retail Trade2.72%
- 💇♀️ Consumer Services2.09%
- 🧪 Process Industries1.89%
- 🏥 Health Services1.47%
- 📡 Communications1.29%
- 🪨 Non Energy Minerals1.25%
- 🚚 Transportation1.25%
- 🏭 Industrial Services0.74%
- 🛠️ Producer Manufacturing0.72%
- 🚗 Consumer Durables0.62%
- ⛏️ Energy Minerals0.55%
- 📦 Distribution Services0.45%
- ⚡ Utilities0.16%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency44.18%
- 🇺🇸 Nasdaq17.82%
- 🇺🇸 NYSE14.35%
- 🇬🇧 LSE10.77%
- 🇩🇪 FRA1.82%
- 🇫🇮 Helsinki Stock Exchange1.76%
- 🇭🇰 Hong Kong Exchanges1.12%
- 🇺🇸 Chicago Board Options Exchange1.05%
- 🇸🇪 Stockholm Stock Exchange0.73%
- 🇨🇭 SIX0.54%
- 🇩🇰 Copenhagen Stock Exchange0.16%
- 🇫🇷 Euronext Paris0.08%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States21.66%
- 🇬🇧 United Kingdom7.58%
- 🇨🇳 China2.91%
- 🇩🇪 Germany1.82%
- 🇫🇮 Finland1.76%
- 🇰🇷 South Korea0.91%
- 🇨🇭 Switzerland0.89%
- 🇮🇱 Israel0.88%
- 🇸🇪 Sweden0.82%
- 🇰🇾 Cayman Islands0.68%
- 🇨🇦 Canada0.62%
- 🇿🇦 South Africa0.53%
- 🇯🇵 Japan0.48%
- 🇸🇬 Singapore0.47%
- 🇭🇰 Hong Kong0.32%
- 🇩🇰 Denmark0.29%
- 🇲🇽 Mexico0.28%
- 🇳🇱 Netherlands0.25%
- 🇮🇪 Ireland0.22%
- 🇧🇷 Brazil0.2%
- 🇦🇹 Austria0.16%
- 🇱🇺 Luxembourg0.14%
- 🇫🇷 France0.03%
Dividends
Dividend Yield
0.74%
77 out of 179 instruments pay dividend.
17 dividend payments in the next 30 days.
Highest Dividend: $OERL.ZU (26.11%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 OERL.ZU | 0.1% | 26.11% | $0.2 |
 VZ | 0.03% | 5.94% | $2.66 |
 VOW3.DE | 0.03% | 7.05% | $9.06 |
 KIE.L | 0.03% | 3.64% | $0.02 |
 NLY | 0.02% | 12.37% | $2.6 |
 2318.HK | 0.02% | 4.96% | $2.63 |
 RKT.L | 0.02% | 4.23% | $1.93 |
 PHP.L | 0.02% | 7.55% | $0.06 |
 NOKIA.HE | 0.02% | 1.56% | $0.13 |
 ERIC-A.ST | 0.02% | 2.77% | $2.7 |
 JUP.L | 0.02% | 6.58% | $0.1 |
 TAK | 0.02% | 3.4% | $0.56 |
 IAG.L | 0.02% | 2.12% | - |
 BAS.DE | 0.01% | 4.24% | $3.4 |
 VALE | 0.01% | 7.16% | $1.33 |
 DEO | 0.01% | 3.94% | $3.99 |
 BMY | 0.01% | 4.25% | $2.34 |
 TRIG.L | 0.01% | 11.77% | $0.07 |
 NRR.L | 0.01% | 8.96% | $0.07 |
 GRG.L | 0.01% | 4.24% | $0.6 |
 JMAT.L | 0.01% | 3.74% | $0.77 |
 SIRI | 0.01% | 3.97% | $0.1 |
 VFC | 0.01% | 1.67% | $0.57 |
 PFE | 0.01% | 6.24% | $1.66 |
 DIS | 0.01% | 1.41% | $0.75 |
 SBSW | 0.01% | 1.85% | $0.3 |
 BBOX.L | 0.01% | 5.16% | $0.07 |
 SWK | 0.01% | 4.43% | $3.24 |
 BABA | 0.01% | 0.73% | $0.98 |
 CVS | 0.01% | 3.48% | $2.54 |
 STZ | 0.01% | 2.56% | $3.68 |
 EZJ.L | 0.01% | 3.46% | $0.05 |
 BLND.L | 0.01% | 5.77% | $0.23 |
 MDT.US | 0.01% | 3.33% | $2.77 |
 VIPS | 0.01% | 3.92% | $0.41 |
 FRES.L | 0.01% | 2.58% | $0.05 |
 NTRS | 0.01% | 2.01% | $3 |
 JDW.L | 0.01% | 1.93% | - |
 SWKS | 0.01% | 4.82% | $2.72 |
 TSN | 0.01% | 3.19% | $1.96 |
 IBM | 0.01% | 2.64% | $6.65 |
 EMN | 0.01% | 4.63% | $3.22 |
 ADM.L | 0.01% | 6.01% | $1.03 |
 JD.US | 0.01% | 3.12% | $0.74 |
 FIS | 0.01% | 3.41% | $1.76 |
 NKE | 0.01% | 3.48% | $1.45 |
 01177.HK | 0.01% | 1.68% | $0.05 |
 TPK.L | 0.01% | 2.07% | $0.18 |
 NESTE.HE | 0% | 0.83% | $1.2 |
 SMSN.L | 0% | 0.58% | $23.68 |
 CRDA.L | 0% | 3.66% | $1.09 |
 BAX | 0% | 1.91% | $1.16 |
 NVO | 0% | 3.04% | $0.98 |
 WTB.L | 0% | 3.87% | $0.97 |
 GLEN.L | 0% | 1.81% | $0.1 |
 T | 0% | 4.24% | $1.11 |
 MMM | 0% | 1.96% | $5.21 |
 PKX | 0% | 2.08% | $1.56 |
 BAYN.DE | 0% | 0.27% | $0.11 |
 BAB.L | 0% | 0.57% | $0.02 |
 PSKY | 0% | 1.69% | $0.2 |
 ADS.DE | 0% | 1.94% | $0.7 |
 EL | 0% | 1.8% | $2.64 |
 0700.HK | 0% | 1.02% | $3.4 |
 MSFT | 0% | 0.85% | $3 |
 META | 0% | 0.31% | $1 |
 PYPL | 0% | 0.55% | - |
 CGNX | 0% | 0.6% | $0.3 |
 PLTK | 0% | 10.99% | $0.2 |
 SMT.L | 0% | 0.31% | $0.03 |
 AAPL | 0% | 0.38% | $0.97 |
 GOOG | 0% | 0.25% | $0.2 |
 AIR.PA | 0% | 1.81% | $1.8 |
 ZBH | 0% | 1.01% | $0.96 |
 TMO | 0% | 0.33% | $1.48 |
 CE | 0% | 0.19% | $2.8 |
 NVDA | 0% | 0.02% | $0.02 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
AIR.PA | Pay Day | Apr 23, 2026 | $3.78 |
CVS | Ex-Dividend | Apr 23, 2026 | $0.67 |
FRES.L | Ex-Dividend | Apr 23, 2026 | $1.08 |
VIPS | Pay Day | Apr 24, 2026 | $0.62 |
 STNE | Ex-Dividend | Apr 24, 2026 | $2.53 |
CE | Ex-Dividend | Apr 27, 2026 | $0.03 |
STZ | Ex-Dividend | Apr 29, 2026 | $1.03 |
JD.US | Pay Day | Apr 29, 2026 | $1.00 |
 MOMO | Pay Day | Apr 30, 2026 | $0.28 |
GRG.L | Ex-Dividend | Apr 30, 2026 | $0.67 |
ZBH | Pay Day | Apr 30, 2026 | $0.24 |
NLY | Pay Day | Apr 30, 2026 | $0.70 |
T | Pay Day | May 1, 2026 | $0.28 |
VZ | Pay Day | May 1, 2026 | $0.71 |
BMY | Pay Day | May 1, 2026 | $0.63 |
BAS.DE | Ex-Dividend | May 4, 2026 | $2.62 |
CVS | Pay Day | May 4, 2026 | $0.67 |
STNE | Pay Day | May 4, 2026 | $2.53 |
BAS.DE | Pay Day | May 6, 2026 | $2.62 |
GLEN.L | Ex-Dividend | May 6, 2026 | $0.09 |
ADM.L | Ex-Dividend | May 7, 2026 | $0.23 |
JDW.L | Ex-Dividend | May 7, 2026 | $0.05 |
PHP.L | Pay Day | May 8, 2026 | $0.02 |
CE | Pay Day | May 11, 2026 | $0.03 |
STZ | Pay Day | May 14, 2026 | $1.03 |
0700.HK | Ex-Dividend | May 15, 2026 | $0.68 |
JUP.L | Pay Day | May 19, 2026 | $0.03 |
MSFT | Ex-Dividend | May 21, 2026 | $0.91 |
KIE.L | Pay Day | May 22, 2026 | $0.04 |
CRDA.L | Pay Day | May 27, 2026 | $0.85 |
TPK.L | Pay Day | May 28, 2026 | $0.10 |
FRES.L | Pay Day | May 29, 2026 | $1.08 |
GRG.L | Pay Day | May 29, 2026 | $0.67 |
TSN | Ex-Dividend | Jun 1, 2026 | $0.51 |
0700.HK | Pay Day | Jun 1, 2026 | $0.68 |
GLEN.L | Pay Day | Jun 3, 2026 | $0.09 |
JDW.L | Pay Day | Jun 4, 2026 | $0.05 |
DEO | Pay Day | Jun 4, 2026 | $0.80 |
ADM.L | Pay Day | Jun 5, 2026 | $0.23 |
MSFT | Pay Day | Jun 11, 2026 | $0.91 |
RKT.L | Pay Day | Jun 12, 2026 | $1.70 |
PSKY | Ex-Dividend | Jun 15, 2026 | $0.05 |
TSN | Pay Day | Jun 15, 2026 | $0.51 |
DIS | Ex-Dividend | Jun 30, 2026 | $0.75 |
01177.HK | Ex-Dividend | Jun 30, 2026 | $0.01 |
PSKY | Pay Day | Jul 1, 2026 | $0.05 |
01177.HK | Pay Day | Jul 20, 2026 | $0.01 |
DIS | Pay Day | Jul 22, 2026 | $0.75 |
Performance Metrics
Score 6.8/10
Beta
1.36
1.36
0
0.8
1.2
0
2
Sharpe Ratio
0.58
0.58
0
0.5
1
1.5
1.5
Sortino Ratio
1.49
1.49
0
1
2
3
3
Jensen's Alpha
32.3
32.3
-2
0
2
33
33
Omega Ratio
1.59
1.59
0
1
1.5
2.5
2.5
Treynor Ratio
2.63
2.63
0
0.75
1.25
3
3
Information Ratio
0.45
0.45
0
0.3
0.6
1
1
Calmar Ratio
0.35
0.35
0
0.3
0.6
1
1
Beta
1.36
1.36
0
0.8
1.2
0
2
Sharpe Ratio
0.58
0.58
0
0.5
1
1.5
1.5
Sortino Ratio
1.49
1.49
0
1
2
3
3
Jensen's Alpha
32.3
32.3
-2
0
2
33
33
Omega Ratio
1.59
1.59
0
1
1.5
2.5
2.5
Treynor Ratio
2.63
2.63
0
0.75
1.25
3
3
Information Ratio
0.45
0.45
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
34.63
High:
TWLO
738.81TWLOLow:
INTC
-836.39INTCDetails
PEG Ratio
-110.76
High:CGNX
816.48CGNXLow:
FROG
-5,563.03FROGDetails
Price/Book
7.65
High:
PACB
98.25PACBLow:
GH
-118.87GHDetails
Price/Sales
6.15
High:
CRSP
1,573.97CRSPLow:VOW3.DE
0.14VOW3.DEDetails
Price/CF
21.77
High:
DDD
462.65DDDLow:2318.HK
1.432318.HKDetails
Price/FCF
45.51
High:BABA
1,196.17BABALow:2318.HK
1.582318.HKDetails
P/E Ratio
34.63
High:TWLO
738.81TWLOLow:INTC
-836.39INTCDetails
PEG Ratio
-110.76
High:CGNX
816.48CGNXLow:FROG
-5,563.03FROGDetails
Price/Book
7.65
High:PACB
98.25PACBLow:GH
-118.87GHDetails
Price/Sales
6.15
High:CRSP
1,573.97CRSPLow:VOW3.DE
0.14VOW3.DEDetails
Price/CF
21.77
High:DDD
462.65DDDLow:2318.HK
1.432318.HKDetails
Price/FCF
45.51
High:BABA
1,196.17BABALow:2318.HK
1.582318.HKDetails
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 | - | 7 |
-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 |