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+1.14%
This Month
+21.49%
Year To Date
+75.91%
2 Years
+63.68%
5 Years
+81.91%
10 Years
+12.28%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs25.92%
- 🪙 Cryptocurrencies24.78%
- 🖥️ Technology Services22.26%
- 💰 Finance8.65%
- 💻 Electronic Technology8.55%
- 🛍️ Retail Trade3%
- 💇♀️ Consumer Services1.65%
- 🛠️ Producer Manufacturing1.47%
- 🍞 Consumer Non Durables1.36%
- 🧪 Process Industries0.94%
- 🧬 Health Technology0.67%
- ⛏️ Energy Minerals0.42%
- 🚗 Consumer Durables0.31%
- 💵 Cash0.04%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE38.08%
- 🇺🇸 Nasdaq35.35%
- 🌍 Digital Currency24.78%
- 🇬🇧 LSE1.22%
- 🇩🇪 FRA0.31%
- 🇭🇰 Hong Kong Exchanges0.13%
- 🇫🇷 Euronext Paris0.1%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States45.01%
- 🇬🇧 United Kingdom1.19%
- 🇨🇱 Chile0.94%
- 🇩🇰 Denmark0.67%
- 🇳🇱 Netherlands0.56%
- 🇨🇳 China0.46%
- 🇩🇪 Germany0.31%
- 🇫🇷 France0.1%
- 🇷🇺 Russia0.03%
Dividends
Dividend Yield
0.55%
24 out of 44 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $OGZDL.L (67.74%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 O | 0.16% | 5.53% | $3.09 |
 AGNC | 0.07% | 13.77% | $1.44 |
 BATS.L | 0.04% | 5.54% | $2.36 |
 MO | 0.03% | 7.05% | $3.92 |
 CVS | 0.03% | 3.54% | $2.54 |
 MSFT | 0.03% | 0.71% | $3 |
 VICI | 0.03% | 6.17% | $1.66 |
 GOOG | 0.03% | 0.26% | $0.2 |
 OGZDL.L | 0.02% | 67.74% | - |
 NVO | 0.02% | 2.59% | $0.98 |
 P911.DE | 0.02% | 5.2% | $2.31 |
 SHEL.L | 0.01% | 3.86% | $0.8 |
 SBUX | 0.01% | 2.83% | $2.24 |
 LRCX | 0.01% | 0.62% | $8 |
 AAPL | 0.01% | 0.36% | $0.97 |
 9618.HK | 0% | 3.37% | $2.97 |
 NNN | 0% | 5.74% | $2.26 |
 V | 0% | 0.74% | $2.01 |
 ASML | 0% | 0.55% | $5.57 |
 META | 0% | 0.33% | $1 |
 BABA | 0% | 0.66% | $0.98 |
 MCD | 0% | 2.34% | $6.53 |
 OR.PA | 0% | 1.9% | $6.6 |
 NVDA | 0% | 0.02% | $0.02 |
Performance Metrics
Score 3.6/10
Beta
1.33
1.33
0
0.8
1.2
0
2
Sharpe Ratio
0.45
0.45
0
0.5
1
1.5
1.5
Sortino Ratio
0.68
0.68
0
1
2
3
3
Jensen's Alpha
-5.17
-5.17
-6
0
2
4.5
4.5
Omega Ratio
0.96
0.96
0
1
1.5
2.5
2.5
Treynor Ratio
0.76
0.76
0
0.75
1.25
2
2
Information Ratio
-0.05
-0.05
-1
0.3
0.6
1
1
Calmar Ratio
0.24
0.24
0
0.3
0.6
1
1
Beta
1.33
1.33
0
0.8
1.2
0
2
Sharpe Ratio
0.45
0.45
0
0.5
1
1.5
1.5
Sortino Ratio
0.68
0.68
0
1
2
3
3
Jensen's Alpha
-5.17
-5.17
-6
0
2
4.5
4.5
Omega Ratio
0.96
0.96
0
1
1.5
2.5
2.5
Treynor Ratio
0.76
0.76
0
0.75
1.25
2
2
Information Ratio
-0.05
-0.05
-1
0.3
0.6
1
1
Calmar Ratio
0.24
0.24
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
33.89
High:
PLTR
411.79PLTRLow:
CRWD
-414.89CRWDDetails
PEG Ratio
292.73
High:
O
2,976.65OLow:
APLD
-1,378.48APLDDetails
Price/Book
9.48
High:PLTR
63.68PLTRLow:
MCD
-101.3MCDDetails
Price/Sales
9.34
High:PLTR
116.19PLTRLow:
CO.PA
0.01CO.PADetails
Price/CF
25.99
High:PLTR
258.05PLTRLow:
OGZDL.L
2.84OGZDL.LDetails
Price/FCF
54.93
High:
SBUX
1,256.06SBUXLow:CO.PA
5.04CO.PADetails
P/E Ratio
33.89
High:PLTR
411.79PLTRLow:CRWD
-414.89CRWDDetails
PEG Ratio
292.73
High:O
2,976.65OLow:APLD
-1,378.48APLDDetails
Price/Book
9.48
High:PLTR
63.68PLTRLow:MCD
-101.3MCDDetails
Price/Sales
9.34
High:PLTR
116.19PLTRLow:CO.PA
0.01CO.PADetails
Price/CF
25.99
High:PLTR
258.05PLTRLow:OGZDL.L
2.84OGZDL.LDetails
Price/FCF
54.93
High:SBUX
1,256.06SBUXLow:CO.PA
5.04CO.PADetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-50.19% | Nov 2021 | Nov 2024 | 36 |
-13.68% | Sep 2021 | Oct 2021 | 1 |
-11.11% | Feb 2025 | May 2025 | 3 |
-5.17% | Nov 2025 | - | 2 |
-2.58% | Dec 2024 | Jan 2025 | 1 |
-2.4% | May 2021 | Jun 2021 | 1 |