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+1.33%
This Month
+1.33%
Year To Date
+78.17%
2 Years
+57.55%
5 Years
+81.57%
10 Years
+12.03%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs25.42%
- 🪙 Cryptocurrencies23.19%
- 🖥️ Technology Services21.88%
- 💰 Finance9.35%
- 💻 Electronic Technology8.3%
- 🛍️ Retail Trade2.99%
- 🛠️ Producer Manufacturing2.03%
- 💇♀️ Consumer Services1.8%
- 🍞 Consumer Non Durables1.34%
- 🧪 Process Industries1.05%
- 💵 Cash0.97%
- 🧬 Health Technology0.84%
- ⚡ Utilities0.47%
- ⛏️ Energy Minerals0.4%
- 🚗 Consumer Durables0.28%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE38.55%
- 🇺🇸 Nasdaq35.9%
- 🌍 Digital Currency23.19%
- 🇬🇧 LSE1.17%
- 🇩🇪 FRA0.28%
- 🇭🇰 Hong Kong Exchanges0.13%
- 🇫🇷 Euronext Paris0.11%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States46.16%
- 🇬🇧 United Kingdom1.14%
- 🇨🇱 Chile1.05%
- 🇩🇰 Denmark0.84%
- 🇳🇱 Netherlands0.63%
- 🇨🇳 China0.47%
- 🇩🇪 Germany0.28%
- 🇫🇷 France0.11%
- 🇷🇺 Russia0.03%
Dividends
Dividend Yield
0.59%
25 out of 45 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 | 0.2% | 5.25% | $3.09 |
 AGNC | 0.08% | 12.35% | $1.44 |
 BATS.L | 0.04% | 5.64% | $2.36 |
 MO | 0.03% | 6.81% | $3.92 |
 CVS | 0.03% | 3.36% | $2.54 |
 MSFT | 0.03% | 0.77% | $3 |
 VICI | 0.03% | 6.13% | $1.66 |
 GOOG | 0.03% | 0.26% | $0.2 |
 OGZDL.L | 0.02% | 67.74% | - |
 NVO | 0.02% | 2.03% | $0.98 |
 P911.DE | 0.02% | 5.59% | $2.31 |
 SHEL.L | 0.01% | 3.96% | $0.8 |
 SBUX | 0.01% | 2.64% | $2.24 |
 LRCX | 0.01% | 0.44% | $8 |
 AAPL | 0.01% | 0.42% | $0.97 |
 9618.HK | 0% | 3.44% | $2.97 |
 NNN | 0% | 5.58% | $2.26 |
 V | 0% | 0.75% | $2.01 |
 ASML | 0% | 0.47% | $5.57 |
 META | 0% | 0.35% | $1 |
 CEG | 0% | 0.53% | - |
 BABA | 0% | 0.62% | $0.98 |
 MCD | 0% | 2.38% | $6.53 |
 OR.PA | 0% | 1.82% | $6.6 |
 NVDA | 0% | 0.02% | $0.02 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
BATS.L | Pay Day | Feb 4, 2026 | $0.76 |
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
0.67
0.67
0
1
2
3
3
Jensen's Alpha
-5.3
-5.3
-6
0
2
4.5
4.5
Omega Ratio
0.95
0.95
0
1
1.5
2.5
2.5
Treynor Ratio
0.74
0.74
0
0.75
1.25
2
2
Information Ratio
-0.06
-0.06
-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
0.67
0.67
0
1
2
3
3
Jensen's Alpha
-5.3
-5.3
-6
0
2
4.5
4.5
Omega Ratio
0.95
0.95
0
1
1.5
2.5
2.5
Treynor Ratio
0.74
0.74
0
0.75
1.25
2
2
Information Ratio
-0.06
-0.06
-1
0.3
0.6
1
1
Calmar Ratio
0.24
0.24
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
33.37
High:
PLTR
394.13PLTRLow:
CRWD
-350.43CRWDDetails
PEG Ratio
427.72
High:O
3,157.55OLow:
APLD
-95.09APLDDetails
Price/Book
9.29
High:PLTR
60.95PLTRLow:MCD
-99.7MCDDetails
Price/Sales
9.15
High:PLTR
111.21PLTRLow:
CO.PA
0.01CO.PADetails
Price/CF
25.76
High:PLTR
258.05PLTRLow:OGZDL.L
2.84OGZDL.LDetails
Price/FCF
54.82
High:SBUX
1,256.06SBUXLow:CO.PA
5.04CO.PADetails
P/E Ratio
33.37
High:PLTR
394.13PLTRLow:CRWD
-350.43CRWDDetails
PEG Ratio
427.72
High:O
3,157.55OLow:APLD
-95.09APLDDetails
Price/Book
9.29
High:PLTR
60.95PLTRLow:MCD
-99.7MCDDetails
Price/Sales
9.15
High:PLTR
111.21PLTRLow:CO.PA
0.01CO.PADetails
Price/CF
25.76
High:PLTR
258.05PLTRLow:OGZDL.L
2.84OGZDL.LDetails
Price/FCF
54.82
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 |
-5.52% | Nov 2025 | - | 3 |
-2.58% | Dec 2024 | Jan 2025 | 1 |
-2.4% | May 2021 | Jun 2021 | 1 |