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+5.07%
This Month
+1.28%
Year To Date
+52.26%
2 Years
+78.21%
5 Years
+99.77%
10 Years
+15.11%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs33.69%
- 🧩 Miscellaneous20.52%
- 🪙 Cryptocurrencies18.91%
- 💻 Electronic Technology7.17%
- 💵 Cash6.71%
- 🖥️ Technology Services4.58%
- 💰 Finance3.18%
- 🚗 Consumer Durables1.54%
- ⛏️ Energy Minerals1.1%
- ⚡ Utilities1.04%
- 🛠️ Producer Manufacturing0.8%
- 🪨 Non Energy Minerals0.6%
- 🧬 Health Technology0.37%
Exchanges Breakdown
- Exchange
- Total
- 🇬🇧 LSE22.81%
- 🇺🇸 NYSE18.97%
- 🌍 Digital Currency18.91%
- 🇺🇸 Nasdaq15.87%
- 🇦🇺 Sydney3.22%
- 🇫🇷 Euronext Paris2.89%
- 🇭🇰 Hong Kong Exchanges2.84%
- 🇩🇪 Xetra ETFs2.57%
- 🇩🇪 FRA2.17%
- 🇸🇪 Stockholm Stock Exchange1.1%
- 🇳🇱 Euronext Amsterdam0.89%
- 🇪🇸 Bolsa De Madrid0.63%
- 🇮🇹 Borsa Italiana0.43%
- 🇩🇰 Copenhagen Stock Exchange0.19%
Countries Breakdown
- Country
- Total
- 🇩🇪 Germany4.96%
- 🇫🇷 France2.89%
- 🇬🇧 United Kingdom2.29%
- 🇳🇱 Netherlands1.87%
- 🇺🇸 United States1.68%
- 🇭🇰 Hong Kong1.53%
- 🇦🇺 Australia1.49%
- 🇨🇳 China1.31%
- 🇸🇪 Sweden1.1%
- 🇪🇸 Spain0.63%
- 🇮🇹 Italy0.43%
- 🇩🇰 Denmark0.19%
Dividends
Dividend Yield
0.5%
20 out of 40 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $LGEN.L (7.67%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 LGEN.L | 0.11% | 7.67% | $0.2 |
 VOW3.DE | 0.08% | 6.95% | $9.06 |
 00857.HK | 0.06% | 5.25% | $0.48 |
 FMG.ASX | 0.04% | 6.82% | $2.08 |
 INGA.NV | 0.03% | 3.55% | $1.11 |
 NAB.ASX | 0.03% | 4.48% | $1.68 |
 AM.PA | 0.03% | 1.6% | $3.37 |
 0992.HK | 0.02% | 1.44% | $0.38 |
 IBE.MC | 0.02% | 3.47% | $0.45 |
 BTRW.L | 0.02% | 5.49% | $0.28 |
 BRE.MI | 0.01% | 3% | $0.3 |
 BA.L | 0.01% | 1.71% | $0.3 |
 0916.HK | 0.01% | 3.3% | $0.24 |
 HO.PA | 0.01% | 1.54% | $3.4 |
 CBA.ASX | 0.01% | 3.16% | $4.55 |
 HAG.DE | 0.01% | 0.61% | $0.4 |
 ASML | 0% | 0.43% | $5.57 |
 NIBEB.ST | 0% | 0.83% | $0.65 |
 SAABB.ST | 0% | 0.34% | $1.6 |
 IAPD.L | 0% | 0.04% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 4/10
Beta
1.16
1.16
0
0.8
1.2
0
2
Sharpe Ratio
0.44
0.44
0
0.5
1
1.5
1.5
Sortino Ratio
0.73
0.73
0
1
2
3
3
Jensen's Alpha
-1.4
-1.4
-2
0
2
4.5
4.5
Omega Ratio
1.02
1.02
0
1
1.5
2.5
2.5
Treynor Ratio
0.89
0.89
0
0.75
1.25
2
2
Information Ratio
0.02
0.02
0
0.3
0.6
1
1
Calmar Ratio
0.27
0.27
0
0.3
0.6
1
1
Beta
1.16
1.16
0
0.8
1.2
0
2
Sharpe Ratio
0.44
0.44
0
0.5
1
1.5
1.5
Sortino Ratio
0.73
0.73
0
1
2
3
3
Jensen's Alpha
-1.4
-1.4
-2
0
2
4.5
4.5
Omega Ratio
1.02
1.02
0
1
1.5
2.5
2.5
Treynor Ratio
0.89
0.89
0
0.75
1.25
2
2
Information Ratio
0.02
0.02
0
0.3
0.6
1
1
Calmar Ratio
0.27
0.27
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
23.72
High:HAG.DE
85.84HAG.DELow:
TTWO
-150.64TTWODetails
PEG Ratio
162.38
High:HAG.DE
1,140.56HAG.DELow:TTWO
-160.87TTWODetails
Price/Book
2.22
High:
JMIA
66.42JMIALow:VOW3.DE
0.2VOW3.DEDetails
Price/Sales
1.22
High:ASML
17.74ASMLLow:VOW3.DE
0.11VOW3.DEDetails
Price/CF
10.65
High:NAB.ASX
204.61NAB.ASXLow:
UBI.PA
1.84UBI.PADetails
Price/FCF
37.39
High:CBA.ASX
325.92CBA.ASXLow:UBI.PA
2.09UBI.PADetails
P/E Ratio
23.72
High:HAG.DE
85.84HAG.DELow:TTWO
-150.64TTWODetails
PEG Ratio
162.38
High:HAG.DE
1,140.56HAG.DELow:TTWO
-160.87TTWODetails
Price/Book
2.22
High:JMIA
66.42JMIALow:VOW3.DE
0.2VOW3.DEDetails
Price/Sales
1.22
High:ASML
17.74ASMLLow:VOW3.DE
0.11VOW3.DEDetails
Price/CF
10.65
High:NAB.ASX
204.61NAB.ASXLow:UBI.PA
1.84UBI.PADetails
Price/FCF
37.39
High:CBA.ASX
325.92CBA.ASXLow:UBI.PA
2.09UBI.PADetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-45.82% | Nov 2021 | Feb 2024 | 27 |
-20.43% | May 2021 | Oct 2021 | 5 |
-9.56% | Feb 2025 | May 2025 | 3 |
-9.48% | Apr 2024 | Oct 2024 | 6 |
-8.9% | Oct 2025 | - | 11 |
-2.23% | Dec 2024 | Jan 2025 | 1 |