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+0.13%
Today
+6.66%
This Month
+20.38%
Year To Date
+169.15%
2 Years
+187.85%
5 Years
+31.76%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs71.85%
- 🪙 Cryptocurrencies25.34%
- 💵 Cash1.68%
- 🛍️ Retail Trade0.94%
- 🚗 Consumer Durables0.14%
- 🖥️ Technology Services0.13%
- 💻 Electronic Technology0.11%
- 🍞 Consumer Non Durables0.04%
- ⛏️ Energy Minerals0.01%
- 💰 Finance0.01%
- 🧬 Health Technology0%
Exchanges Breakdown
- Exchange
- Total
- 🇬🇧 LSE46.16%
- 🌍 Digital Currency25.34%
- 🇩🇪 Xetra ETFs11.97%
- 🇺🇸 NYSE8.55%
- 🇺🇸 Nasdaq6.45%
- 🇮🇹 Borsa Italiana0.04%
- 🇫🇷 Euronext Paris0.04%
- 🇩🇪 FRA0.02%
- 🇸🇦 Tadawul0.01%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States1.21%
- 🇳🇱 Netherlands0.04%
- 🇫🇷 France0.04%
- 🇬🇧 United Kingdom0.03%
- 🇩🇪 Germany0.02%
- 🇯🇵 Japan0.02%
- 🇮🇪 Ireland0.02%
- 🇸🇦 Saudi Arabia0.01%
Dividends
Dividend Yield
0.11%
27 out of 87 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $STLAM.MI (8.64%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 QQQ | 0.03% | 0.58% | - |
 VGT | 0.03% | 0.52% | - |
 VOO | 0.03% | 1.29% | - |
 SPY | 0.01% | 1.21% | - |
 WMT | 0% | 0.98% | $0.81 |
 STLAM.MI | 0% | 8.64% | $1.55 |
 RNO.PA | 0% | 6.65% | $1.85 |
 MBG.DE | 0% | 8.44% | $5.3 |
 VEU | 0% | 2.82% | - |
 PEP | 0% | 3.77% | $5.15 |
 VNQ | 0% | 4.07% | - |
 SAOC | 0% | 6.74% | $1.87 |
 IVV | 0% | 1.31% | - |
 VOOG | 0% | 0.54% | - |
 XLRE | 0% | 3.34% | - |
 XLE | 0% | 3.5% | - |
 TM | 0% | 3.4% | $4.64 |
 USRT | 0% | 2.81% | - |
 AAPL | 0% | 0.47% | $0.97 |
 XLY | 0% | 0.83% | - |
 IWM | 0% | 1.2% | - |
 SPYD | 0% | 4.49% | - |
 REET | 0% | 3.48% | - |
 ACN | 0% | 2.08% | $4.99 |
 GOOG | 0% | 0.42% | $0.2 |
 RGA | 0% | 1.82% | $3.4 |
 CRM | 0% | 0.62% | $0.4 |
Performance Metrics
Score 8.1/10
Beta
1.24
1.24
0
0.8
1.2
0
2
Sharpe Ratio
0.82
0.82
0
0.5
1
1.5
1.5
Sortino Ratio
2.11
2.11
0
1
2
3
3
Jensen's Alpha
22
22
-2
0
2
22
22
Omega Ratio
2.13
2.13
0
1
1.5
3
3
Treynor Ratio
1.85
1.85
0
0.75
1.25
2
2
Information Ratio
0.8
0.8
0
0.3
0.6
1
1
Calmar Ratio
0.99
0.99
0
0.3
0.6
1
1
Beta
1.24
1.24
0
0.8
1.2
0
2
Sharpe Ratio
0.82
0.82
0
0.5
1
1.5
1.5
Sortino Ratio
2.11
2.11
0
1
2
3
3
Jensen's Alpha
22
22
-2
0
2
22
22
Omega Ratio
2.13
2.13
0
1
1.5
3
3
Treynor Ratio
1.85
1.85
0
0.75
1.25
2
2
Information Ratio
0.8
0.8
0
0.3
0.6
1
1
Calmar Ratio
0.99
0.99
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
34.51
High:
RDDT
226.31RDDTLow:
QSI
-2.56QSIDetails
PEG Ratio
61.46
High:
CRM
276.24CRMLow:
SGMO
-1.62SGMODetails
Price/Book
8.85
High:
AAPL
47.52AAPLLow:
STLAM.MI
0.28STLAM.MIDetails
Price/Sales
2.94
High:QSI
91.07QSILow:STLAM.MI
0.15STLAM.MIDetails
Price/CF
19.17
High:
AML.L
100.75AML.LLow:
RNO.PA
1.9RNO.PADetails
Price/FCF
67.93
High:
PEP
5,253.35PEPLow:
RGA
2.73RGADetails
P/E Ratio
34.51
High:RDDT
226.31RDDTLow:QSI
-2.56QSIDetails
PEG Ratio
61.46
High:CRM
276.24CRMLow:SGMO
-1.62SGMODetails
Price/Book
8.85
High:AAPL
47.52AAPLLow:STLAM.MI
0.28STLAM.MIDetails
Price/Sales
2.94
High:QSI
91.07QSILow:STLAM.MI
0.15STLAM.MIDetails
Price/CF
19.17
High:AML.L
100.75AML.LLow:RNO.PA
1.9RNO.PADetails
Price/FCF
67.93
High:PEP
5,253.35PEPLow:RGA
2.73RGADetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-29.92% | Nov 2021 | Nov 2023 | 24 |
-7.73% | Feb 2025 | May 2025 | 3 |
-6.89% | Jan 2024 | Feb 2024 | 1 |
-1.5% | Jul 2024 | Sep 2024 | 2 |