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+0.1%
Today
-2.83%
This Month
-1.08%
Year To Date
-36.99%
2 Years
+45.92%
5 Years
-6.92%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash23.91%
- 🚗 Consumer Durables18.64%
- 🛠️ Producer Manufacturing9.63%
- 💻 Electronic Technology5.43%
- 🪙 Cryptocurrencies5.05%
- 🍞 Consumer Non Durables4.08%
- 📊 ETFs2.99%
- 🖥️ Technology Services2.92%
- ⛏️ Energy Minerals2.23%
- 💼 Commercial Services1.97%
- 🧬 Health Technology1.95%
- 🚚 Transportation1.75%
- 💇♀️ Consumer Services1.39%
- 🧪 Process Industries1.39%
- 🛍️ Retail Trade0.93%
- 💹 Forex0.83%
- 💰 Finance0.61%
- 🏭 Industrial Services0.28%
- 🪨 Non Energy Minerals0.02%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE18.58%
- 🇺🇸 Nasdaq13.3%
- 🇩🇪 FRA10.52%
- 🇸🇪 Stockholm Stock Exchange6.49%
- 🌍 Digital Currency5.05%
- 🇬🇧 LSE2.01%
- 🇫🇷 Euronext Paris1.5%
- 🇫🇮 Helsinki Stock Exchange1.37%
- 🇮🇹 Borsa Italiana1.24%
- 🇭🇰 Hong Kong Exchanges1.2%
- 🌍 FX0.83%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States26.13%
- 🇩🇪 Germany10.52%
- 🇸🇪 Sweden6.49%
- 🇧🇷 Brazil1.99%
- 🇰🇷 South Korea1.75%
- 🇫🇷 France1.5%
- 🇫🇮 Finland1.37%
- 🇭🇰 Hong Kong1.2%
- 🇯🇵 Japan0.76%
- 🇳🇱 Netherlands0.69%
- 🇮🇹 Italy0.56%
- 🇷🇺 Russia0.26%
- 🇨🇦 Canada0.02%
Dividends
Dividend Yield
2.61%
41 out of 54 instruments pay dividend.
3 dividend payments in the next 30 days.
Highest Dividend: $SVSTL.L (2546.05%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 BMW.DE | 0.21% | 6.11% | $6 |
 PBR.A | 0.15% | 12.36% | $2.21 |
 SWK | 0.15% | 5.72% | $3.24 |
 VOW3.DE | 0.14% | 7.1% | $9.06 |
 WHR | 0.13% | 8.88% | $7 |
 UPS | 0.12% | 6.77% | $6.5 |
 PBR | 0.12% | 15.73% | $1.73 |
 TLT | 0.11% | 4.12% | - |
 MAN | 0.1% | 7.69% | $3.01 |
 OGZDL.L | 0.1% | 67.74% | - |
 VOLV-A.ST | 0.1% | 3.17% | $7.5 |
 SIE.DE | 0.1% | 2.78% | $4.7 |
 HOG | 0.08% | 3.1% | $0.68 |
 FR.PA | 0.08% | 5.24% | $0.4 |
 PEP | 0.08% | 3.79% | $5.15 |
 WBA | 0.08% | 9.18% | $1.46 |
 MNODL.L | 0.07% | 473.72% | - |
 HUSQB.ST | 0.07% | 2.21% | $3 |
 SVSTL.L | 0.06% | 2546.05% | - |
 0992.HK | 0.06% | 4.8% | $0.38 |
 STLAM.MI | 0.06% | 8.22% | $1.55 |
 F | 0.04% | 7.79% | $0.78 |
 SMSN.L | 0.04% | 2.48% | $23.68 |
 MRK | 0.04% | 4.05% | $3.04 |
 NKE | 0.03% | 2.76% | $1.45 |
 O | 0.03% | 5.42% | $3.09 |
 METSB.HE | 0.03% | 2.22% | $0.25 |
 INTC | 0.03% | 2.64% | $0.5 |
 MSFT | 0.02% | 0.88% | $3 |
 PUM.DE | 0.02% | 2.96% | $0.82 |
 BRE.MI | 0.02% | 3.96% | $0.3 |
 CMCSA | 0.02% | 3.7% | $1.2 |
 TM | 0.02% | 2.76% | $4.64 |
 MMM | 0.02% | 2.17% | $5.21 |
 NVTKL.L | 0.02% | 109.46% | - |
 LKOD.L | 0.01% | 76.06% | - |
 LEG | 0.01% | 2.91% | $1.43 |
 DIS | 0.01% | 1.18% | $0.75 |
 HAL | 0.01% | 3.02% | $0.66 |
 BAYN.DE | 0% | 0.52% | $0.11 |
 NVDA | 0% | 0.04% | $0.02 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
CMCSA | Pay Day | Apr 23, 2025 | $0.33 |
BAYN.DE | Ex-Dividend | Apr 28, 2025 | $0.12 |
BAYN.DE | Pay Day | Apr 30, 2025 | $0.12 |
O | Ex-Dividend | May 1, 2025 | $0.27 |
MSFT | Ex-Dividend | May 15, 2025 | $0.83 |
O | Pay Day | May 15, 2025 | $0.27 |
WHR | Ex-Dividend | May 16, 2025 | $1.75 |
BRE.MI | Ex-Dividend | May 19, 2025 | $0.33 |
BRE.MI | Pay Day | May 21, 2025 | $0.33 |
PUM.DE | Ex-Dividend | May 22, 2025 | $0.66 |
FR.PA | Ex-Dividend | May 26, 2025 | $0.45 |
PUM.DE | Pay Day | May 26, 2025 | $0.66 |
FR.PA | Pay Day | May 28, 2025 | $0.45 |
MSFT | Pay Day | Jun 12, 2025 | $0.83 |
WHR | Pay Day | Jun 15, 2025 | $1.75 |
DIS | Ex-Dividend | Jun 24, 2025 | $0.50 |
DIS | Pay Day | Jul 23, 2025 | $0.50 |
Performance Metrics
Score 2.8/10
Beta
0.38
0.38
0
0.8
1.2
0
2
Sharpe Ratio
-0.07
-0.07
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.12
-0.12
-1
1
2
3
3
Jensen's Alpha
-6.22
-6.22
-7
0
2
4.5
4.5
Omega Ratio
0.77
0.77
0
1
1.5
2.5
2.5
Treynor Ratio
-0.59
-0.59
-1
0.75
1.25
2
2
Information Ratio
-0.33
-0.33
-1
0.3
0.6
1
1
Calmar Ratio
-0.09
-0.09
-1
0.3
0.6
1
1
Beta
0.38
0.38
0
0.8
1.2
0
2
Sharpe Ratio
-0.07
-0.07
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.12
-0.12
-1
1
2
3
3
Jensen's Alpha
-6.22
-6.22
-7
0
2
4.5
4.5
Omega Ratio
0.77
0.77
0
1
1.5
2.5
2.5
Treynor Ratio
-0.59
-0.59
-1
0.75
1.25
2
2
Information Ratio
-0.33
-0.33
-1
0.3
0.6
1
1
Calmar Ratio
-0.09
-0.09
-1
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
24.66
High:
TSLA
118.42TSLALow:
WHR
-13.47WHRDetails
PEG Ratio
202.7
High:
VOLV-A.ST
908.28VOLV-A.STLow:
BAYN.DE
-61.25BAYN.DEDetails
Price/Book
4.4
High:
NVDA
31.32NVDALow:
ETSY
-6.31ETSYDetails
Price/Sales
3.11
High:NVDA
19.21NVDALow:
WBA
0.06WBADetails
Price/CF
19.55
High:TSLA
95.18TSLALow:
ATADL.L
0.14ATADL.LDetails
Price/FCF
52.11
High:
PEP
5,253.35PEPLow:ATADL.L
0.53ATADL.LDetails
P/E Ratio
24.66
High:TSLA
118.42TSLALow:WHR
-13.47WHRDetails
PEG Ratio
202.7
High:VOLV-A.ST
908.28VOLV-A.STLow:BAYN.DE
-61.25BAYN.DEDetails
Price/Book
4.4
High:NVDA
31.32NVDALow:ETSY
-6.31ETSYDetails
Price/Sales
3.11
High:NVDA
19.21NVDALow:WBA
0.06WBADetails
Price/CF
19.55
High:TSLA
95.18TSLALow:ATADL.L
0.14ATADL.LDetails
Price/FCF
52.11
High:PEP
5,253.35PEPLow:ATADL.L
0.53ATADL.LDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-69.98% | Jan 2018 | - | 88 |
-1.41% | Sep 2017 | Oct 2017 | 1 |