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-6%
This Month
+15.87%
Year To Date
+75.15%
2 Years
+71.72%
5 Years
+107.77%
10 Years
+8.72%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology31.43%
- 🖥️ Technology Services15.07%
- 🪨 Non Energy Minerals6.46%
- 🪙 Cryptocurrencies5.5%
- 📊 ETFs5.26%
- 💰 Finance4.9%
- 📡 Communications4.63%
- 🧩 Miscellaneous3.93%
- 🛠️ Producer Manufacturing3.69%
- 🍞 Consumer Non Durables3.31%
- 🚗 Consumer Durables2.54%
- 💇♀️ Consumer Services2.53%
- ⛏️ Energy Minerals2.2%
- 🚚 Transportation2.13%
- 🛍️ Retail Trade1.85%
- ⚡ Utilities1.79%
- 🧬 Health Technology0.95%
- 🏥 Health Services0.95%
- 🧪 Process Industries0.49%
- 🏭 Industrial Services0.24%
- 💼 Commercial Services0.11%
- 📦 Distribution Services0.05%
- 💵 Cash0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq39.09%
- 🇺🇸 NYSE28.14%
- 🇬🇧 LSE14.11%
- 🌍 Digital Currency5.5%
- 🇺🇸 Chicago Board Options Exchange2.87%
- 🇫🇷 Euronext Paris2.69%
- 🇩🇪 FRA2.04%
- 🇳🇴 Oslo Stock Exchange1.61%
- 🇦🇺 Sydney1.41%
- 🇳🇱 Euronext Amsterdam1.18%
- 🇭🇰 Hong Kong Exchanges0.57%
- 🇩🇪 Xetra ETFs0.45%
- 🇸🇪 Stockholm Stock Exchange0.33%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States54.25%
- 🇬🇧 United Kingdom14.95%
- 🇫🇷 France3.39%
- 🇨🇦 Canada3.34%
- 🇨🇳 China3.07%
- 🇩🇪 Germany2.04%
- 🇦🇺 Australia1.83%
- 🇳🇱 Netherlands1.78%
- 🇳🇴 Norway1.61%
- 🇮🇱 Israel1.1%
- 🇹🇼 Taiwan0.6%
- 🇸🇬 Singapore0.42%
- 🇸🇪 Sweden0.33%
- 🇩🇰 Denmark0.27%
- 🇺🇾 Uruguay0.21%
- 🇭🇰 Hong Kong0.04%
- 🇷🇺 Russia0%
Dividends
Dividend Yield
1.47%
83 out of 137 instruments pay dividend.
25 dividend payments in the next 30 days.
Highest Dividend: $MNODL.L (473.72%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 T.US | 0.11% | 4.85% | $1.11 |
 BT.L | 0.1% | 4.08% | $0.08 |
 MPCC.OL | 0.1% | 7.25% | $5.9 |
 AV.L | 0.08% | 6.49% | $0.33 |
 BP.L | 0.06% | 4.58% | $0.23 |
 LMT | 0.06% | 2.63% | $12.45 |
 IBM | 0.06% | 2.26% | $6.65 |
 ENGI.PA | 0.05% | 5% | $1.43 |
 B | 0.04% | 2.12% | $0.4 |
 BBDC | 0.04% | 12.35% | - |
 SCCO | 0.04% | 1.86% | $3.76 |
 BA.L | 0.04% | 1.87% | $0.3 |
 HAUTO.OL | 0.03% | 12.73% | - |
 ULVR.L | 0.03% | 4.08% | $1.47 |
 TTE | 0.03% | 4.34% | $2.69 |
 QFIN | 0.03% | 9.94% | $1.06 |
 GRG.L | 0.03% | 4.02% | $0.6 |
 RIO | 0.03% | 3.79% | $4.34 |
 QQ.L | 0.03% | 2.32% | $0.08 |
 FUTR.L | 0.02% | 5.37% | $0.03 |
 PHP.L | 0.02% | 7.89% | $0.06 |
 SIRI | 0.02% | 3.89% | $0.1 |
 JDW.L | 0.02% | 1.93% | - |
 BATS.L | 0.02% | 5.65% | $2.36 |
 CL | 0.02% | 2.49% | $1.96 |
 LTC.US | 0.02% | 6.54% | $2.28 |
 UNH | 0.02% | 2.25% | $7.74 |
 MNODL.L | 0.02% | 473.72% | - |
 THRL.L | 0.02% | 5.73% | - |
 CAP.PA | 0.01% | 3.27% | $3.4 |
 PFE | 0.01% | 6.69% | $1.66 |
 BBOX.L | 0.01% | 5.51% | $0.07 |
 CS.PA | 0.01% | 5.87% | $1.98 |
 BME.L | 0.01% | 4.61% | $0.15 |
 SWK | 0.01% | 4.23% | $3.24 |
 RHM.DE | 0.01% | 0.94% | $5.7 |
 NG.L | 0.01% | 4% | $0.57 |
 QCOM | 0.01% | 1.52% | $3.25 |
 DG.PA | 0.01% | 4.01% | $4.5 |
 ILU.ASX | 0.01% | 0.65% | $0.07 |
 RWE.DE | 0.01% | 2.14% | $1 |
 NOC | 0.01% | 1.74% | $7.67 |
 SGO.PA | 0.01% | 2.95% | $2.1 |
 TEP.PA | 0.01% | 7.42% | $3.85 |
 VRSN | 0.01% | 1.1% | - |
 NVO | 0.01% | 2.81% | $0.98 |
 FINV | 0.01% | 5.6% | $0.24 |
 HON | 0.01% | 2.16% | $4.27 |
 AVGO | 0.01% | 0.62% | $19.7 |
 GD | 0.01% | 1.81% | $5.48 |
 BABA | 0.01% | 0.82% | $0.98 |
 SAP.DE | 0.01% | 1.5% | $2.2 |
 RTX | 0% | 1.54% | $2.44 |
 ASML.NV | 0% | 0.52% | $6.1 |
 MSFT | 0% | 0.83% | $3 |
 ABT.US | 0% | 2.67% | $2.16 |
 TSM | 0% | 0.69% | $1.74 |
 COP | 0% | 2.76% | $3.25 |
 AI.PA | 0% | 2.01% | $2.91 |
 NEE | 0% | 2.79% | $1.97 |
 AM.PA | 0% | 1.6% | $3.37 |
 00285.HK | 0% | 0.63% | $0.59 |
 GILD | 0% | 2.49% | $3.04 |
 BAB.L | 0% | 0.67% | $0.02 |
 META | 0% | 0.34% | $1 |
 LIN | 0% | 1.22% | $5.33 |
 CRM | 0% | 0.9% | $0.4 |
 ASML | 0% | 0.44% | $5.57 |
 MU | 0% | 0.05% | $0.46 |
 GOOG | 0% | 0.23% | $0.2 |
 RR.L | 0% | 0.75% | - |
 HEI.DE | 0% | 1.99% | $3 |
 NVDA | 0% | 0.13% | $0.02 |
 ELV | 0% | 1.7% | $6.22 |
 PAAS | 0% | 1.16% | $0.4 |
 PRX.NV | 0% | 0.49% | $0.07 |
 SMT.L | 0% | 0.31% | $0.03 |
 SAABB.ST | 0% | 0.41% | $1.6 |
 POOL | 0% | 2.81% | $4.5 |
 AAPL | 0% | 0.34% | $0.97 |
 VRT | 0% | 0.07% | $0.06 |
 TMO | 0% | 0.38% | $1.48 |
 SOLS | 0% | -0.18% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
GOOG | Ex-Dividend | Jun 8, 2026 | $0.22 |
SGO.PA | Ex-Dividend | Jun 8, 2026 | $2.68 |
SWK | Ex-Dividend | Jun 8, 2026 | $0.83 |
IBM | Pay Day | Jun 10, 2026 | $1.69 |
SGO.PA | Pay Day | Jun 10, 2026 | $2.68 |
ELV | Ex-Dividend | Jun 10, 2026 | $1.72 |
BBDC | Pay Day | Jun 10, 2026 | $0.26 |
SOLS | Pay Day | Jun 10, 2026 | -$0.07 |
MSFT | Pay Day | Jun 11, 2026 | $0.91 |
RTX | Pay Day | Jun 11, 2026 | $0.73 |
BABA | Ex-Dividend | Jun 11, 2026 | $1.05 |
CRM | Ex-Dividend | Jun 11, 2026 | $0.44 |
00285.HK | Ex-Dividend | Jun 11, 2026 | $0.02 |
TSM | Ex-Dividend | Jun 11, 2026 | $0.95 |
PFE | Pay Day | Jun 12, 2026 | $0.43 |
BBOX.L | Pay Day | Jun 12, 2026 | $0.03 |
GOOG | Pay Day | Jun 15, 2026 | $0.22 |
META | Ex-Dividend | Jun 15, 2026 | $0.53 |
GILD | Ex-Dividend | Jun 15, 2026 | $0.82 |
TMO | Ex-Dividend | Jun 15, 2026 | $0.47 |
NEE | Pay Day | Jun 15, 2026 | $0.62 |
B | Pay Day | Jun 15, 2026 | $0.17 |
NOC | Pay Day | Jun 17, 2026 | $2.47 |
LIN | Pay Day | Jun 18, 2026 | $1.60 |
MPCC.OL | Ex-Dividend | Jun 19, 2026 | $0.04 |
LTC.US | Ex-Dividend | Jun 22, 2026 | $0.19 |
SWK | Pay Day | Jun 23, 2026 | $0.83 |
META | Pay Day | Jun 25, 2026 | $0.53 |
QCOM | Pay Day | Jun 25, 2026 | $0.92 |
ELV | Pay Day | Jun 25, 2026 | $1.72 |
LMT | Pay Day | Jun 26, 2026 | $3.45 |
NVDA | Pay Day | Jun 26, 2026 | $0.25 |
MPCC.OL | Pay Day | Jun 26, 2026 | $0.04 |
BP.L | Pay Day | Jun 26, 2026 | $0.08 |
ULVR.L | Pay Day | Jun 26, 2026 | $0.55 |
GILD | Pay Day | Jun 29, 2026 | $0.82 |
LTC.US | Pay Day | Jun 30, 2026 | $0.19 |
CRM | Pay Day | Jul 2, 2026 | $0.44 |
BATS.L | Ex-Dividend | Jul 9, 2026 | $0.83 |
TSM | Pay Day | Jul 9, 2026 | $0.95 |
BABA | Pay Day | Jul 13, 2026 | $1.05 |
TMO | Pay Day | Jul 15, 2026 | $0.47 |
NG.L | Pay Day | Jul 23, 2026 | $0.43 |
QQ.L | Ex-Dividend | Jul 23, 2026 | $0.11 |
00285.HK | Pay Day | Jul 31, 2026 | $0.02 |
BATS.L | Pay Day | Aug 14, 2026 | $0.83 |
QQ.L | Pay Day | Aug 20, 2026 | $0.11 |
Performance Metrics
Score 5.7/10
Beta
0.52
0.52
0
0.8
1.2
0
2
Sharpe Ratio
0.29
0.29
0
0.5
1
1.5
1.5
Sortino Ratio
0.67
0.67
0
1
2
3
3
Jensen's Alpha
6.31
6.31
-2
0
2
7
7
Omega Ratio
1.02
1.02
0
1
1.5
2.5
2.5
Treynor Ratio
1.93
1.93
0
0.75
1.25
2
2
Information Ratio
0.02
0.02
0
0.3
0.6
1
1
Calmar Ratio
0.16
0.16
0
0.3
0.6
1
1
Beta
0.52
0.52
0
0.8
1.2
0
2
Sharpe Ratio
0.29
0.29
0
0.5
1
1.5
1.5
Sortino Ratio
0.67
0.67
0
1
2
3
3
Jensen's Alpha
6.31
6.31
-2
0
2
7
7
Omega Ratio
1.02
1.02
0
1
1.5
2.5
2.5
Treynor Ratio
1.93
1.93
0
0.75
1.25
2
2
Information Ratio
0.02
0.02
0
0.3
0.6
1
1
Calmar Ratio
0.16
0.16
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
38.3
High:
TSLA
382.29TSLALow:
CRWD
-3,814.8CRWDDetails
PEG Ratio
37.56
High:BT.L
1,101.33BT.LLow:CRWD
-5,187.17CRWDDetails
Price/Book
9.18
High:CL
469.62CLLow:VRSN
-12.09VRSNDetails
Price/Sales
8.18
High:
UEC
338.86UECLow:
BTM
0BTMDetails
Price/CF
22.57
High:
MSTR
7,511.07MSTRLow:MNODL.L
0.75MNODL.LDetails
Price/FCF
48.13
High:NEE
2,356.18NEELow:
SYNT.L
2.83SYNT.LDetails
P/E Ratio
38.3
High:TSLA
382.29TSLALow:CRWD
-3,814.8CRWDDetails
PEG Ratio
37.56
High:BT.L
1,101.33BT.LLow:CRWD
-5,187.17CRWDDetails
Price/Book
9.18
High:CL
469.62CLLow:VRSN
-12.09VRSNDetails
Price/Sales
8.18
High:UEC
338.86UECLow:BTM
0BTMDetails
Price/CF
22.57
High:MSTR
7,511.07MSTRLow:MNODL.L
0.75MNODL.LDetails
Price/FCF
48.13
High:NEE
2,356.18NEELow:SYNT.L
2.83SYNT.LDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-52.37% | Jun 2018 | May 2025 | 83 |
-27.95% | Nov 2017 | Dec 2017 | 1 |
-23.43% | Feb 2018 | May 2018 | 3 |
-7.71% | Nov 2025 | Apr 2026 | 5 |
-6% | Jun 2026 | - | 1 |