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+0.66%
This Month
+12.87%
Year To Date
+58.87%
2 Years
+132.53%
5 Years
+101.81%
10 Years
+12.42%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash38.71%
- 💻 Electronic Technology30.62%
- 📊 ETFs14.83%
- 🪙 Cryptocurrencies10.58%
- 💰 Finance5.78%
- 🖥️ Technology Services3.1%
- 🪨 Non Energy Minerals2.03%
- 🚗 Consumer Durables0.19%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq37.87%
- 🇺🇸 NYSE12.64%
- 🌍 Digital Currency10.58%
- 🇬🇧 LSE4.19%
- 🇩🇪 Xetra ETFs1.85%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States31.25%
- 🇳🇱 Netherlands10.15%
- 🇨🇳 China0.19%
- 🇬🇧 United Kingdom0.14%
Dividends
Dividend Yield
0.24%
6 out of 16 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $TRIG.L (10.42%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 MSFT | Pay Day | Dec 11, 2025 | $0.91 |
Performance Metrics
Score 5.2/10
Beta
0.99
0.99
0
0.8
1.2
0
2
Sharpe Ratio
0.45
0.45
0
0.5
1
1.5
1.5
Sortino Ratio
0.85
0.85
0
1
2
3
3
Jensen's Alpha
1.27
1.27
-2
0
2
4.5
4.5
Omega Ratio
1.05
1.05
0
1
1.5
2.5
2.5
Treynor Ratio
1.09
1.09
0
0.75
1.25
2
2
Information Ratio
0.05
0.05
0
0.3
0.6
1
1
Calmar Ratio
0.34
0.34
0
0.3
0.6
1
1
Beta
0.99
0.99
0
0.8
1.2
0
2
Sharpe Ratio
0.45
0.45
0
0.5
1
1.5
1.5
Sortino Ratio
0.85
0.85
0
1
2
3
3
Jensen's Alpha
1.27
1.27
-2
0
2
4.5
4.5
Omega Ratio
1.05
1.05
0
1
1.5
2.5
2.5
Treynor Ratio
1.09
1.09
0
0.75
1.25
2
2
Information Ratio
0.05
0.05
0
0.3
0.6
1
1
Calmar Ratio
0.34
0.34
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
43.36
High:
EQIX
67.9EQIXLow:
MP
-88.42MPDetails
PEG Ratio
73.36
High:
MSFT
216.28MSFTLow:
NIO
-92.8NIODetails
Price/Book
24.49
High:
NVDA
37.29NVDALow:
TRIG.L
0.67TRIG.LDetails
Price/Sales
19.55
High:MP
46.7MPLow:NIO
1.23NIODetails
Price/CF
41.47
High:MP
190.93MPLow:
MU
7.87MUDetails
Price/FCF
61.05
High:MP
277.68MPLow:
ASML
53.3ASMLDetails
P/E Ratio
43.36
High:EQIX
67.9EQIXLow:MP
-88.42MPDetails
PEG Ratio
73.36
High:MSFT
216.28MSFTLow:NIO
-92.8NIODetails
Price/Book
24.49
High:NVDA
37.29NVDALow:TRIG.L
0.67TRIG.LDetails
Price/Sales
19.55
High:MP
46.7MPLow:NIO
1.23NIODetails
Price/CF
41.47
High:MP
190.93MPLow:MU
7.87MUDetails
Price/FCF
61.05
High:MP
277.68MPLow:ASML
53.3ASMLDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-36.59% | Nov 2021 | Mar 2023 | 16 |
-26.24% | Mar 2020 | Jun 2021 | 15 |
-17.61% | Apr 2024 | Nov 2024 | 7 |
-12.62% | Aug 2023 | Feb 2024 | 6 |
-6.53% | Feb 2025 | May 2025 | 3 |
-6.32% | Sep 2021 | Oct 2021 | 1 |
-5.19% | Nov 2025 | - | 2 |
-0.48% | Jul 2021 | Aug 2021 | 1 |