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-4.83%
This Month
+19.41%
Year To Date
+46.59%
2 Years
-35.71%
5 Years
-85.48%
10 Years
-27.18%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services18.9%
- 🚗 Consumer Durables11.38%
- 💇♀️ Consumer Services10.81%
- 📊 ETFs8.88%
- 💰 Finance7.94%
- 🍞 Consumer Non Durables6.98%
- 🚚 Transportation6.86%
- 💻 Electronic Technology6.62%
- 🧪 Process Industries4.89%
- 💼 Commercial Services3.7%
- 🪙 Cryptocurrencies2.95%
- 🧬 Health Technology2.04%
- ⛏️ Energy Minerals1.71%
- 🛍️ Retail Trade1.7%
- ⚡ Utilities1.41%
- 📡 Communications0.9%
- 🛠️ Producer Manufacturing0.79%
- 💵 Cash0.7%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE35.6%
- 🇺🇸 Nasdaq24.03%
- 🇬🇧 LSE12.29%
- 🇩🇪 FRA7.48%
- 🇳🇴 Oslo Stock Exchange3.73%
- 🌍 Digital Currency2.95%
- 🇧🇪 Euronext Brussels2.12%
- 🇫🇷 Euronext Paris2.02%
- 🇭🇰 Hong Kong Exchanges1.86%
- 🇺🇸 Chicago Board Options Exchange1.74%
- 🇸🇦 Tadawul1.71%
- 🇪🇸 Bolsa De Madrid1.41%
- 🇮🇹 Borsa Italiana0.96%
- 🇺🇸 OTC Markets Stock Exchange0.57%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States31.74%
- 🇩🇪 Germany20.95%
- 🇬🇧 United Kingdom10.62%
- 🇨🇳 China6.7%
- 🇨🇦 Canada4.68%
- 🇳🇴 Norway3.73%
- 🇧🇪 Belgium2.12%
- 🇫🇷 France2.02%
- 🇸🇦 Saudi Arabia1.71%
- 🇪🇸 Spain1.41%
- 🇳🇱 Netherlands0.96%
Dividends
Dividend Yield
2.32%
39 out of 79 instruments pay dividend.
8 dividend payments in the next 30 days.
Highest Dividend: $WDI.DE (1156.07%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 WDI.DE | 0.46% | 1156.07% | $0.2 |
 NAS.OL | 0.2% | 5.41% | - |
 XRX | 0.15% | 13.32% | $1 |
 VOW3.DE | 0.13% | 6.98% | $9.06 |
 HTZWW | 0.11% | 19.03% | $0.53 |
 WPP.L | 0.09% | 9.24% | $0.39 |
 IMB.L | 0.09% | 6.31% | $1.49 |
 PFE | 0.08% | 6.97% | $1.66 |
 ENG.MC | 0.08% | 5.82% | $1.41 |
 BATS.L | 0.08% | 6.34% | $2.36 |
 LEG.DE | 0.08% | 3.91% | $2.45 |
 STLAM.MI | 0.07% | 7.42% | $1.55 |
 STZ.RTH | 0.05% | 2.88% | $3.68 |
 AGS.BR | 0.05% | 4.28% | $2.28 |
 GLJ.DE | 0.05% | 2.55% | $0.47 |
 PROX.BR | 0.05% | 5.47% | $0.84 |
 O | 0.04% | 5.31% | $3.09 |
 FDJU.PA | 0.04% | 7.84% | $1.78 |
 TFC | 0.04% | 4.79% | $2.08 |
 FDX | 0.04% | 2.36% | $5.16 |
 WCH.DE | 0.03% | 3.68% | $3 |
 HPQ | 0.03% | 4.19% | $1.1 |
 GSK.L | 0.03% | 3.84% | $0.59 |
 QSR | 0.03% | 3.6% | $2.26 |
 KO | 0.02% | 2.99% | $1.89 |
 9618.HK | 0.02% | 3.02% | $2.97 |
 CSCO | 0.02% | 2.31% | $1.58 |
 TXN.RTH | 0.02% | 3.08% | $5.14 |
 PEP | 0.02% | 3.63% | $5.15 |
 INGR | 0.02% | 2.65% | $3.12 |
 GLW | 0.02% | 1.31% | $1.12 |
 MAS | 0.01% | 1.78% | $1.15 |
 THO | 0.01% | 1.93% | $1.89 |
 ORCL | 0.01% | 0.69% | $1.6 |
 SAP.DE | 0.01% | 0.99% | $2.2 |
 MSFT | 0.01% | 0.66% | $3 |
 9988.HK | 0.01% | 0.62% | $0.98 |
 INTC | 0% | 0.33% | $0.5 |
 AAPL | 0% | 0.39% | $0.97 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
CSCO | Pay Day | Oct 22, 2025 | $0.41 |
ORCL | Pay Day | Oct 23, 2025 | $0.50 |
THO | Ex-Dividend | Oct 23, 2025 | $0.52 |
STZ.RTH | Ex-Dividend | Oct 30, 2025 | $1.02 |
XRX | Pay Day | Oct 31, 2025 | $0.02 |
TXN.RTH | Ex-Dividend | Oct 31, 2025 | $1.42 |
O | Ex-Dividend | Oct 31, 2025 | $0.27 |
WPP.L | Pay Day | Nov 3, 2025 | $0.10 |
THO | Pay Day | Nov 6, 2025 | $0.52 |
PFE | Ex-Dividend | Nov 7, 2025 | $0.43 |
TXN.RTH | Pay Day | Nov 12, 2025 | $1.42 |
STZ.RTH | Pay Day | Nov 13, 2025 | $1.02 |
GLW | Ex-Dividend | Nov 14, 2025 | $0.28 |
O | Pay Day | Nov 14, 2025 | $0.27 |
MSFT | Ex-Dividend | Nov 20, 2025 | $0.91 |
PFE | Pay Day | Dec 1, 2025 | $0.43 |
AGS.BR | Ex-Dividend | Dec 3, 2025 | $1.77 |
AGS.BR | Pay Day | Dec 5, 2025 | $1.77 |
MSFT | Pay Day | Dec 11, 2025 | $0.91 |
GLW | Pay Day | Dec 12, 2025 | $0.28 |
BATS.L | Ex-Dividend | Dec 29, 2025 | $0.76 |
BATS.L | Pay Day | Feb 4, 2026 | $0.76 |
Performance Metrics
Score 2.2/10
Beta
1.31
1.31
0
0.8
1.2
0
2
Sharpe Ratio
-0.58
-0.58
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.73
-0.73
-1
1
2
3
3
Jensen's Alpha
-33.33
-33.33
-34
0
2
4.5
4.5
Omega Ratio
0.42
0.42
0
1
1.5
2.5
2.5
Treynor Ratio
-1.51
-1.51
-2
0.75
1.25
2
2
Information Ratio
-1.02
-1.02
-2
0.3
0.6
1
1
Calmar Ratio
-0.29
-0.29
-1
0.3
0.6
1
1
Beta
1.31
1.31
0
0.8
1.2
0
2
Sharpe Ratio
-0.58
-0.58
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.73
-0.73
-1
1
2
3
3
Jensen's Alpha
-33.33
-33.33
-34
0
2
4.5
4.5
Omega Ratio
0.42
0.42
0
1
1.5
2.5
2.5
Treynor Ratio
-1.51
-1.51
-2
0.75
1.25
2
2
Information Ratio
-1.02
-1.02
-2
0.3
0.6
1
1
Calmar Ratio
-0.29
-0.29
-1
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
40.77
High:
GLW
90.29GLWLow:
DKNG
-51.49DKNGDetails
PEG Ratio
428.21
High:
AAPL
27,104.01AAPLLow:DKNG
-186.28DKNGDetails
Price/Book
6.22
High:AAPL
59.18AAPLLow:
MAS
-171.28MASDetails
Price/Sales
3.93
High:
MSFT
13.69MSFTLow:
SUNWQ
-SUNWQDetails
Price/CF
20.12
High:
FTCHQ
331.51FTCHQLow:
AF.PA
0.6AF.PADetails
Price/FCF
49.28
High:
PEP
5,253.35PEPLow:
HTZ
0.31HTZDetails
P/E Ratio
40.77
High:GLW
90.29GLWLow:DKNG
-51.49DKNGDetails
PEG Ratio
428.21
High:AAPL
27,104.01AAPLLow:DKNG
-186.28DKNGDetails
Price/Book
6.22
High:AAPL
59.18AAPLLow:MAS
-171.28MASDetails
Price/Sales
3.93
High:MSFT
13.69MSFTLow:SUNWQ
-SUNWQDetails
Price/CF
20.12
High:FTCHQ
331.51FTCHQLow:AF.PA
0.6AF.PADetails
Price/FCF
49.28
High:PEP
5,253.35PEPLow:HTZ
0.31HTZDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-89.84% | Sep 2019 | - | 74 |