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+0.24%
This Month
+9.32%
Year To Date
+36.06%
2 Years
+53.56%
5 Years
+145.91%
10 Years
+18.7%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash54.28%
- 🪙 Cryptocurrencies10.92%
- 💰 Finance10.57%
- 🍞 Consumer Non Durables7.44%
- 💻 Electronic Technology6.9%
- 🚗 Consumer Durables3.54%
- 💇♀️ Consumer Services3.48%
- 🛍️ Retail Trade3.2%
- 🚚 Transportation2.45%
- 🪨 Non Energy Minerals1.81%
- ⛏️ Energy Minerals1.75%
- 🖥️ Technology Services1.36%
- ⚡ Utilities1.02%
- 💼 Commercial Services0.39%
- 🛠️ Producer Manufacturing0.13%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq17.45%
- 🌍 Digital Currency10.92%
- 🇺🇸 NYSE10.27%
- 🇬🇧 LSE6.81%
- 🇩🇪 FRA5.8%
- 🇨🇭 SIX2.51%
- 🇭🇰 Hong Kong Exchanges0.77%
- 🇮🇹 Borsa Italiana0.21%
- 🇳🇴 Oslo Stock Exchange0.13%
- 🇫🇷 Euronext Paris0.08%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States25.43%
- 🇬🇧 United Kingdom6.81%
- 🇩🇪 Germany5.8%
- 🇨🇭 Switzerland2.51%
- 🇨🇦 Canada1.3%
- 🇨🇳 China1.25%
- 🇦🇺 Australia0.51%
- 🇮🇹 Italy0.21%
- 🇳🇴 Norway0.13%
- 🇫🇷 France0.08%
Dividends
Dividend Yield
2.16%
24 out of 42 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $AGNC (13.77%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 AGNC | 1.38% | 13.77% | $1.44 |
 MBG.DE | 0.22% | 7.13% | $5.3 |
 NESN.ZU | 0.1% | 3.86% | $3 |
 DHL.DE | 0.07% | 4.08% | $1.85 |
 SHEL.L | 0.05% | 3.86% | $0.8 |
 NKE | 0.05% | 2.45% | $1.45 |
 RR.L | 0.04% | 0.98% | - |
 EOAN.DE | 0.04% | 3.53% | $0.53 |
 SWBI | 0.04% | 5.86% | $0.48 |
 IMB.L | 0.03% | 4.87% | $1.49 |
 3988.HK | 0.03% | 5.33% | $0.26 |
 BP.L | 0.02% | 5.32% | $0.23 |
 BHP | 0.02% | 3.75% | $3.01 |
 B | 0.02% | 1.3% | $0.4 |
 R | 0.01% | 1.93% | $2.84 |
 KO | 0.01% | 2.88% | $1.89 |
 LVS | 0.01% | 1.51% | $0.8 |
 META | 0% | 0.32% | $1 |
 JD.US | 0% | 3.29% | $0.74 |
 AAPL | 0% | 0.36% | $0.97 |
 CPR.MI | 0% | 1.1% | $0.07 |
 BABA | 0% | 0.65% | $0.98 |
 PSKY | 0% | 1.35% | $0.2 |
 PYPL | 0% | 0.23% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
R | Pay Day | Dec 19, 2025 | $0.91 |
Performance Metrics
Score 6.1/10
Beta
0.93
0.93
0
0.8
1.2
0
2
Sharpe Ratio
0.64
0.64
0
0.5
1
1.5
1.5
Sortino Ratio
1.28
1.28
0
1
2
3
3
Jensen's Alpha
3.12
3.12
-2
0
2
4.5
4.5
Omega Ratio
1.1
1.1
0
1
1.5
2.5
2.5
Treynor Ratio
1.42
1.42
0
0.75
1.25
2
2
Information Ratio
0.11
0.11
0
0.3
0.6
1
1
Calmar Ratio
0.4
0.4
0
0.3
0.6
1
1
Beta
0.93
0.93
0
0.8
1.2
0
2
Sharpe Ratio
0.64
0.64
0
0.5
1
1.5
1.5
Sortino Ratio
1.28
1.28
0
1
2
3
3
Jensen's Alpha
3.12
3.12
-2
0
2
4.5
4.5
Omega Ratio
1.1
1.1
0
1
1.5
2.5
2.5
Treynor Ratio
1.42
1.42
0
0.75
1.25
2
2
Information Ratio
0.11
0.11
0
0.3
0.6
1
1
Calmar Ratio
0.4
0.4
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
28.49
High:
INTC
4,128.3INTCLow:
PSKY
-56.23PSKYDetails
PEG Ratio
262.11
High:INTC
4,112.79INTCLow:
NIO
-88.03NIODetails
Price/Book
5.83
High:
AAPL
56.93AAPLLow:
AF.PA
-1.95AF.PADetails
Price/Sales
3.41
High:
SPCE
155.18SPCELow:AF.PA
0.1AF.PADetails
Price/CF
16.39
High:
TSLA
99.57TSLALow:AF.PA
0.76AF.PADetails
Price/FCF
52.8
High:
KO
272.99KOLow:
MBG.DE
4.14MBG.DEDetails
P/E Ratio
28.49
High:INTC
4,128.3INTCLow:PSKY
-56.23PSKYDetails
PEG Ratio
262.11
High:INTC
4,112.79INTCLow:NIO
-88.03NIODetails
Price/Book
5.83
High:AAPL
56.93AAPLLow:AF.PA
-1.95AF.PADetails
Price/Sales
3.41
High:SPCE
155.18SPCELow:AF.PA
0.1AF.PADetails
Price/CF
16.39
High:TSLA
99.57TSLALow:AF.PA
0.76AF.PADetails
Price/FCF
52.8
High:KO
272.99KOLow:MBG.DE
4.14MBG.DEDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-42.49% | Sep 2021 | Nov 2024 | 38 |
-10.73% | May 2021 | Aug 2021 | 3 |
-10.33% | Feb 2025 | Jul 2025 | 5 |
-7.07% | Jun 2020 | Aug 2020 | 2 |
-6.27% | Sep 2020 | Nov 2020 | 2 |
-2.77% | Oct 2025 | - | 3 |