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-2.03%
This Month
+16.86%
Year To Date
+27.49%
2 Years
-32.51%
5 Years
-85.79%
10 Years
-27.76%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services15.12%
- 💇♀️ Consumer Services13.37%
- 🚗 Consumer Durables12.29%
- 💰 Finance9.82%
- 📊 ETFs9.19%
- 🚚 Transportation7.02%
- 🍞 Consumer Non Durables6.69%
- 💻 Electronic Technology6.24%
- 🪙 Cryptocurrencies6.13%
- 💼 Commercial Services3.35%
- 🧪 Process Industries3%
- 🧬 Health Technology2.01%
- ⛏️ Energy Minerals1.67%
- ⚡ Utilities1.36%
- 🪨 Non Energy Minerals1.04%
- 🛠️ Producer Manufacturing0.88%
- 💵 Cash0.36%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE34.11%
- 🇺🇸 Nasdaq24.79%
- 🇬🇧 LSE14.19%
- 🇩🇪 FRA7.02%
- 🌍 Digital Currency6.13%
- 🇳🇴 Oslo Stock Exchange3.72%
- 🇫🇷 Euronext Paris2.29%
- 🇺🇸 Chicago Board Options Exchange1.81%
- 🇸🇦 Tadawul1.67%
- 🇪🇸 Bolsa De Madrid1.36%
- 🇧🇪 Euronext Brussels1.3%
- 🇺🇸 OTC Markets Stock Exchange0.63%
- 🇭🇰 Hong Kong Exchanges0.17%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States32.8%
- 🇩🇪 Germany17.38%
- 🇬🇧 United Kingdom12.47%
- 🇨🇳 China6.16%
- 🇨🇦 Canada4.71%
- 🇳🇴 Norway3.72%
- 🇫🇷 France2.29%
- 🇸🇦 Saudi Arabia1.67%
- 🇪🇸 Spain1.36%
- 🇧🇪 Belgium1.3%
Dividends
Dividend Yield
2.67%
48 out of 76 instruments pay dividend.
8 dividend payments in the next 30 days.
Highest Dividend: $WDI.DE (1142.86%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 WDI.DE | 0.43% | 1142.86% | $0.2 |
 NAS.OL | 0.21% | 5.64% | - |
 XRX | 0.16% | 10.95% | $1 |
 VOW3.DE | 0.13% | 6.35% | $9.06 |
 HTZWW | 0.11% | 17.93% | $0.53 |
 SAOC | 0.11% | 6.74% | $1.87 |
 WPP.L | 0.09% | 8.01% | $0.39 |
 IMB.L | 0.09% | 6.04% | $1.49 |
 IAPD.L | 0.09% | 9.65% | - |
 PFE | 0.09% | 6.98% | $1.66 |
 ENG.MC | 0.08% | 6.18% | $1.41 |
 BATS.L | 0.08% | 5.82% | $2.36 |
 LEG.DE | 0.08% | 3.94% | $2.45 |
 LLOY.L | 0.06% | 4.15% | $0.03 |
 AGS.BR | 0.05% | 4.18% | $2.28 |
 GLJ.DE | 0.05% | 2.42% | $0.47 |
 O | 0.04% | 5.49% | $3.09 |
 FDJU.PA | 0.04% | 7.39% | $1.78 |
 TFC | 0.04% | 4.42% | $2.08 |
 FDX | 0.04% | 2.51% | $5.16 |
 SPYD | 0.04% | 4.53% | - |
 DVY | 0.03% | 3.88% | - |
 SCHD | 0.03% | 3.87% | - |
 HPQ | 0.03% | 4% | $1.1 |
 STZ | 0.03% | 2.78% | $3.68 |
 GSK.L | 0.03% | 4.29% | $0.59 |
 HDV | 0.03% | 3.46% | - |
 SPHD | 0.03% | 3.48% | - |
 BTG.US | 0.03% | 2.54% | $0.16 |
 QSR | 0.03% | 3.93% | $2.26 |
 KO | 0.03% | 2.96% | $1.89 |
 CSCO | 0.02% | 2.41% | $1.58 |
 TXN | 0.02% | 2.9% | $5.14 |
 PEP | 0.02% | 3.83% | $5.15 |
 INGR | 0.02% | 2.52% | $3.12 |
 GLW | 0.02% | 1.61% | $1.12 |
 NOBL | 0.02% | 2.11% | - |
 DGRO | 0.02% | 2.21% | - |
 UDVD.L | 0.02% | 2.09% | - |
 VIG | 0.02% | 1.72% | - |
 MAS | 0.01% | 1.65% | $1.15 |
 THO | 0.01% | 1.79% | $1.89 |
 OUSA | 0.01% | 1.47% | - |
 ORCL | 0.01% | 0.8% | $1.6 |
 SAP.DE | 0.01% | 1.02% | $2.2 |
 MSFT | 0.01% | 0.65% | $3 |
 INTC | 0% | 0.51% | $0.5 |
 AAPL | 0% | 0.43% | $0.97 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
FDX | Ex-Dividend | Sep 8, 2025 | $1.45 |
HPQ | Ex-Dividend | Sep 10, 2025 | $0.29 |
MSFT | Pay Day | Sep 11, 2025 | $0.83 |
KO | Ex-Dividend | Sep 15, 2025 | $0.51 |
O | Pay Day | Sep 15, 2025 | $0.27 |
QSR | Ex-Dividend | Sep 23, 2025 | $0.62 |
GLW | Pay Day | Sep 29, 2025 | $0.28 |
PEP | Pay Day | Sep 30, 2025 | $1.42 |
XRX | Ex-Dividend | Sep 30, 2025 | $0.02 |
IMB.L | Pay Day | Sep 30, 2025 | $0.53 |
HPQ | Pay Day | Oct 1, 2025 | $0.29 |
KO | Pay Day | Oct 1, 2025 | $0.51 |
FDX | Pay Day | Oct 1, 2025 | $1.45 |
INGR | Ex-Dividend | Oct 1, 2025 | $0.82 |
BATS.L | Ex-Dividend | Oct 2, 2025 | $0.76 |
CSCO | Ex-Dividend | Oct 3, 2025 | $0.41 |
QSR | Pay Day | Oct 7, 2025 | $0.62 |
GSK.L | Pay Day | Oct 9, 2025 | $0.21 |
WPP.L | Ex-Dividend | Oct 9, 2025 | $0.10 |
INGR | Pay Day | Oct 21, 2025 | $0.82 |
CSCO | Pay Day | Oct 22, 2025 | $0.41 |
XRX | Pay Day | Oct 31, 2025 | $0.02 |
WPP.L | Pay Day | Nov 3, 2025 | $0.10 |
BATS.L | Pay Day | Nov 7, 2025 | $0.76 |
Performance Metrics
Score 2.2/10
Beta
1.31
1.31
0
0.8
1.2
0
2
Sharpe Ratio
-0.6
-0.6
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.76
-0.76
-1
1
2
3
3
Jensen's Alpha
-33.8
-33.8
-34
0
2
4.5
4.5
Omega Ratio
0.42
0.42
0
1
1.5
2.5
2.5
Treynor Ratio
-1.59
-1.59
-2
0.75
1.25
2
2
Information Ratio
-1.04
-1.04
-2
0.3
0.6
1
1
Calmar Ratio
-0.3
-0.3
-1
0.3
0.6
1
1
Beta
1.31
1.31
0
0.8
1.2
0
2
Sharpe Ratio
-0.6
-0.6
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.76
-0.76
-1
1
2
3
3
Jensen's Alpha
-33.8
-33.8
-34
0
2
4.5
4.5
Omega Ratio
0.42
0.42
0
1
1.5
2.5
2.5
Treynor Ratio
-1.59
-1.59
-2
0.75
1.25
2
2
Information Ratio
-1.04
-1.04
-2
0.3
0.6
1
1
Calmar Ratio
-0.3
-0.3
-1
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
37.17
High:
GLW
73.82GLWLow:
DKNG
-72.63DKNGDetails
PEG Ratio
387.78
High:
AAPL
24,779.06AAPLLow:DKNG
-262.76DKNGDetails
Price/Book
6.12
High:AAPL
54.11AAPLLow:
MAS
-184.42MASDetails
Price/Sales
3.94
High:
MSFT
13.45MSFTLow:
SUNWQ
-SUNWQDetails
Price/CF
19.22
High:
FTCHQ
331.51FTCHQLow:
AF.PA
0.6AF.PADetails
Price/FCF
49.31
High:
PEP
5,253.35PEPLow:
HTZ
0.31HTZDetails
P/E Ratio
37.17
High:GLW
73.82GLWLow:DKNG
-72.63DKNGDetails
PEG Ratio
387.78
High:AAPL
24,779.06AAPLLow:DKNG
-262.76DKNGDetails
Price/Book
6.12
High:AAPL
54.11AAPLLow:MAS
-184.42MASDetails
Price/Sales
3.94
High:MSFT
13.45MSFTLow:SUNWQ
-SUNWQDetails
Price/CF
19.22
High:FTCHQ
331.51FTCHQLow:AF.PA
0.6AF.PADetails
Price/FCF
49.31
High:PEP
5,253.35PEPLow:HTZ
0.31HTZDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-89.84% | Sep 2019 | - | 73 |