Loading...
-2.11%
This Month
-6.79%
Year To Date
+36.51%
2 Years
+49.93%
5 Years
+101.18%
10 Years
+13.55%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs34.6%
- 🖥️ Technology Services14.52%
- 💻 Electronic Technology13.4%
- 🪙 Cryptocurrencies12.69%
- 💰 Finance10.37%
- 🛍️ Retail Trade4.25%
- 🛠️ Producer Manufacturing3.68%
- 🚗 Consumer Durables3%
- ⛏️ Energy Minerals1.38%
- 🧬 Health Technology1.12%
- 🍞 Consumer Non Durables0.98%
- 💵 Cash0.02%
Exchanges Breakdown
- Exchange
- Total
- 🇬🇧 LSE30.42%
- 🇺🇸 Nasdaq26.63%
- 🌍 Digital Currency12.69%
- 🇭🇰 Hong Kong Exchanges9.59%
- 🇫🇷 Euronext Paris4.82%
- 🇺🇸 NYSE4.39%
- 🇩🇪 Xetra ETFs4.18%
- 🇩🇪 FRA3.28%
- 🇪🇸 Bolsa De Madrid2.43%
- 🇳🇱 Euronext Amsterdam1.56%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States31.02%
- 🇨🇳 China9.59%
- 🇫🇷 France3.73%
- 🇩🇪 Germany3.28%
- 🇳🇱 Netherlands2.65%
- 🇪🇸 Spain2.43%
Dividends
Dividend Yield
0.67%
25 out of 38 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $0939.HK (5.34%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 TTE.PA | 0.07% | 4.99% | $3.06 |
 0939.HK | 0.06% | 5.34% | $0.43 |
 1398.HK | 0.06% | 5.21% | $0.33 |
 2318.HK | 0.05% | 4.25% | $2.63 |
 ALV.DE | 0.05% | 4.35% | $13.8 |
 BBVA.MC | 0.05% | 4.13% | $0.45 |
 JPM | 0.04% | 1.94% | $4.4 |
 SIE.DE | 0.03% | 2.37% | $4.7 |
 MC.PA | 0.03% | 2.59% | $13 |
 SAN.MC | 0.03% | 2.02% | $0.14 |
 AVGO | 0.02% | 0.77% | $19.7 |
 MSFT | 0.02% | 0.86% | $3 |
 9999.HK | 0.02% | 2.59% | - |
 SU.PA | 0.02% | 1.54% | $3.5 |
 01211.HK | 0.02% | 1.5% | $3.41 |
 SAP.DE | 0.01% | 1.51% | $2.2 |
 AAPL | 0.01% | 0.4% | $0.97 |
 AIR.PA | 0.01% | 1.14% | $1.8 |
 META | 0.01% | 0.32% | $1 |
 ASML.NV | 0.01% | 0.65% | $6.1 |
 GOOG | 0.01% | 0.28% | $0.2 |
 0700.HK | 0.01% | 0.88% | $3.4 |
 9988.HK | 0.01% | 0.76% | $0.98 |
 LLY | 0.01% | 0.62% | $4.86 |
 NVDA | 0% | 0.02% | $0.02 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 5.1/10
Beta
0.89
0.89
0
0.8
1.2
0
2
Sharpe Ratio
0.73
0.73
0
0.5
1
1.5
1.5
Sortino Ratio
1.23
1.23
0
1
2
3
3
Jensen's Alpha
-0.58
-0.58
-2
0
2
4.5
4.5
Omega Ratio
0.85
0.85
0
1
1.5
2.5
2.5
Treynor Ratio
1.11
1.11
0
0.75
1.25
2
2
Information Ratio
-0.24
-0.24
-1
0.3
0.6
1
1
Calmar Ratio
0.64
0.64
0
0.3
0.6
1
1
Beta
0.89
0.89
0
0.8
1.2
0
2
Sharpe Ratio
0.73
0.73
0
0.5
1
1.5
1.5
Sortino Ratio
1.23
1.23
0
1
2
3
3
Jensen's Alpha
-0.58
-0.58
-2
0
2
4.5
4.5
Omega Ratio
0.85
0.85
0
1
1.5
2.5
2.5
Treynor Ratio
1.11
1.11
0
0.75
1.25
2
2
Information Ratio
-0.24
-0.24
-1
0.3
0.6
1
1
Calmar Ratio
0.64
0.64
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
30.17
High:
TSLA
374.83TSLALow:
03690.HK
-200.0803690.HKDetails
PEG Ratio
200.2
High:1398.HK
1,530.751398.HKLow:
1810.HK
13.81810.HKDetails
Price/Book
7.91
High:AAPL
44.13AAPLLow:0939.HK
0.530939.HKDetails
Price/Sales
7.07
High:AVGO
24.4AVGOLow:ALV.DE
0.76ALV.DEDetails
Price/CF
22.24
High:TSLA
107.92TSLALow:BBVA.MC
0.97BBVA.MCDetails
Price/FCF
42.42
High:9988.HK
2,771.019988.HKLow:BBVA.MC
1.01BBVA.MCDetails
P/E Ratio
30.17
High:TSLA
374.83TSLALow:03690.HK
-200.0803690.HKDetails
PEG Ratio
200.2
High:1398.HK
1,530.751398.HKLow:1810.HK
13.81810.HKDetails
Price/Book
7.91
High:AAPL
44.13AAPLLow:0939.HK
0.530939.HKDetails
Price/Sales
7.07
High:AVGO
24.4AVGOLow:ALV.DE
0.76ALV.DEDetails
Price/CF
22.24
High:TSLA
107.92TSLALow:BBVA.MC
0.97BBVA.MCDetails
Price/FCF
42.42
High:9988.HK
2,771.019988.HKLow:BBVA.MC
1.01BBVA.MCDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-22.08% | Mar 2022 | Feb 2024 | 23 |
-8.77% | Feb 2025 | May 2025 | 3 |
-8.27% | Nov 2025 | - | 5 |
-7.48% | Sep 2020 | Nov 2020 | 2 |
-5.85% | Apr 2024 | Jun 2024 | 2 |
-5.75% | Jun 2021 | Dec 2021 | 6 |
-4.31% | Jun 2020 | Aug 2020 | 2 |
-2.54% | Jan 2022 | Feb 2022 | 1 |
-1.07% | Jul 2024 | Sep 2024 | 2 |
-0.51% | Oct 2024 | Nov 2024 | 1 |