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+0.49%
Today
-4.28%
This Month
-12.33%
Year To Date
+64.15%
2 Years
+303.99%
5 Years
+6.91%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies30.92%
- 📊 ETFs13.48%
- 🖥️ Technology Services11.71%
- 💻 Electronic Technology11.64%
- 💰 Finance9.29%
- 🛍️ Retail Trade5.8%
- 🚚 Transportation5.01%
- 💵 Cash2.66%
- ⛏️ Energy Minerals2.19%
- 🧬 Health Technology2.15%
- 🚗 Consumer Durables1.48%
- 📡 Communications1.23%
- 🏭 Industrial Services0.85%
- 💇♀️ Consumer Services0.83%
- 💼 Commercial Services0.79%
- 🍞 Consumer Non Durables0.52%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq31.4%
- 🌍 Digital Currency30.92%
- 🇺🇸 NYSE25.14%
- 🇬🇧 LSE9.2%
- 🇮🇹 Borsa Italiana0.49%
- 🇩🇪 FRA0.43%
- 🇺🇸 Chicago Board Options Exchange0.31%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States39.44%
- 🇬🇧 United Kingdom9.34%
- 🇨🇳 China2.56%
- 🇮🇹 Italy0.49%
- 🇩🇪 Germany0.43%
- 🇱🇺 Luxembourg0.35%
- 🇹🇼 Taiwan0.32%
- 🇰🇷 South Korea0.22%
- 🇳🇱 Netherlands0.19%
- 🇨🇦 Canada0.14%
Dividends
Dividend Yield
1.32%
57 out of 91 instruments pay dividend.
7 dividend payments in the next 30 days.
Highest Dividend: $INSW (15.45%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 NLY | 0.14% | 14.8% | $2.6 |
 VOO | 0.09% | 1.36% | - |
 LGEN.L | 0.09% | 8.61% | $0.2 |
 AV.L | 0.08% | 6.79% | $0.33 |
 INSW | 0.08% | 15.45% | $5.74 |
 BP.L | 0.07% | 6.73% | $0.23 |
 NWG.L | 0.07% | 4.68% | $0.17 |
 ET | 0.06% | 7.44% | $1.25 |
 FNF | 0.05% | 3.17% | $1.89 |
 SHEL.L | 0.04% | 4.42% | $0.8 |
 JNK | 0.03% | 6.65% | - |
 HDV | 0.03% | 3.37% | - |
 VOW3.DE | 0.03% | 7.1% | $9.06 |
 HSBA.L | 0.02% | 6.53% | $0.49 |
 ABDN.L | 0.02% | 10.51% | $0.15 |
 VOD | 0.02% | 7.48% | $0.94 |
 XLU | 0.02% | 2.89% | - |
 ENI.MI | 0.02% | 8.14% | $0.94 |
 DVY | 0.02% | 3.61% | - |
 BARC.L | 0.02% | 3.03% | $0.08 |
 AZN | 0.02% | 2.25% | $1.42 |
 BME.L | 0.02% | 4.63% | $0.15 |
 EZJ.L | 0.02% | 2.59% | $0.05 |
 GOOG | 0.02% | 0.52% | $0.2 |
 MSFT | 0.01% | 0.88% | $3 |
 STLA.US | 0.01% | 7.47% | $1.71 |
 KO | 0.01% | 2.69% | $1.89 |
 BABA | 0.01% | 0.9% | $0.98 |
 PSN.L | 0.01% | 4.96% | $0.6 |
 ADI | 0.01% | 2.13% | $3.56 |
 TMUS | 0.01% | 1.26% | $1.95 |
 MCD | 0.01% | 2.21% | $6.53 |
 META | 0.01% | 0.4% | $1 |
 NTES | 0.01% | 2.61% | $2.58 |
 HAS | 0.01% | 3.99% | $2.8 |
 KWEB | 0.01% | 2.94% | - |
 JNJ | 0.01% | 3.19% | $4.81 |
 VXUS | 0.01% | 3.15% | - |
 SPY | 0.01% | 1.28% | - |
 LOW | 0.01% | 2.1% | $4.45 |
 QCOM | 0.01% | 2.49% | $3.25 |
 MCHI | 0.01% | 1.99% | - |
 AAPL | 0.01% | 0.51% | $0.97 |
 ABT | 0.01% | 1.74% | $2.16 |
 SBAC | 0.01% | 1.77% | $3.66 |
 MA | 0.01% | 0.55% | $2.46 |
 ACWI | 0.01% | 1.72% | - |
 SOXX | 0% | 0.79% | - |
 MU | 0% | 0.67% | $0.46 |
 TSM | 0% | 1.35% | $1.74 |
 DIS | 0% | 1.18% | $0.75 |
 GPN | 0% | 1.44% | $1 |
 V | 0% | 0.67% | $2.01 |
 GOOGL | 0% | 0.53% | $0.2 |
 INDA | 0% | 0.78% | - |
 NVDA | 0% | 0.04% | $0.02 |
 FG | 0% | 2.47% | $0.83 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
LOW | Ex-Dividend | Apr 23, 2025 | $1.15 |
LGEN.L | Ex-Dividend | Apr 24, 2025 | $0.20 |
HSBA.L | Pay Day | Apr 25, 2025 | $0.36 |
NWG.L | Pay Day | Apr 28, 2025 | $0.20 |
NLY | Pay Day | Apr 30, 2025 | $0.70 |
LOW | Pay Day | May 7, 2025 | $1.15 |
MA | Pay Day | May 9, 2025 | $0.76 |
ABDN.L | Pay Day | May 13, 2025 | $0.09 |
MSFT | Ex-Dividend | May 15, 2025 | $0.83 |
ABT | Pay Day | May 15, 2025 | $0.59 |
 NEXI.MI | Ex-Dividend | May 19, 2025 | $0.26 |
NEXI.MI | Pay Day | May 21, 2025 | $0.26 |
JNJ | Ex-Dividend | May 27, 2025 | $1.30 |
TMUS | Ex-Dividend | May 30, 2025 | $0.88 |
QCOM | Ex-Dividend | Jun 5, 2025 | $0.89 |
LGEN.L | Pay Day | Jun 5, 2025 | $0.20 |
JNK | Pay Day | Jun 6, 2025 | $0.53 |
JNJ | Pay Day | Jun 10, 2025 | $1.30 |
MSFT | Pay Day | Jun 12, 2025 | $0.83 |
TMUS | Pay Day | Jun 12, 2025 | $0.88 |
TSM | Ex-Dividend | Jun 12, 2025 | $0.68 |
HDV | Pay Day | Jun 17, 2025 | $0.93 |
ACWI | Pay Day | Jun 17, 2025 | $0.94 |
MCHI | Pay Day | Jun 17, 2025 | $0.19 |
SOXX | Pay Day | Jun 17, 2025 | $0.31 |
PSN.L | Ex-Dividend | Jun 19, 2025 | $0.52 |
DIS | Ex-Dividend | Jun 24, 2025 | $0.50 |
QCOM | Pay Day | Jun 26, 2025 | $0.89 |
TSM | Pay Day | Jul 10, 2025 | $0.68 |
PSN.L | Pay Day | Jul 11, 2025 | $0.52 |
DIS | Pay Day | Jul 23, 2025 | $0.50 |
KWEB | Pay Day | Dec 18, 2025 | $1.02 |
INDA | Pay Day | Dec 20, 2025 | $0.40 |
Performance Metrics
Score 5.2/10
Beta
1.49
1.49
0
0.8
1.2
0
2
Sharpe Ratio
0.35
0.35
0
0.5
1
1.5
1.5
Sortino Ratio
0.62
0.62
0
1
2
3
3
Jensen's Alpha
6.52
6.52
-2
0
2
7
7
Omega Ratio
1.2
1.2
0
1
1.5
2.5
2.5
Treynor Ratio
1.13
1.13
0
0.75
1.25
2
2
Information Ratio
0.21
0.21
0
0.3
0.6
1
1
Calmar Ratio
0.1
0.1
0
0.3
0.6
1
1
Beta
1.49
1.49
0
0.8
1.2
0
2
Sharpe Ratio
0.35
0.35
0
0.5
1
1.5
1.5
Sortino Ratio
0.62
0.62
0
1
2
3
3
Jensen's Alpha
6.52
6.52
-2
0
2
7
7
Omega Ratio
1.2
1.2
0
1
1.5
2.5
2.5
Treynor Ratio
1.13
1.13
0
0.75
1.25
2
2
Information Ratio
0.21
0.21
0
0.3
0.6
1
1
Calmar Ratio
0.1
0.1
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
27.03
High:
BP.L
258.56BP.LLow:
MSTR
-56.3MSTRDetails
PEG Ratio
57.72
High:
JNJ
473.64JNJLow:
NIO
-17.71NIODetails
Price/Book
8.45
High:
MA
72.91MALow:
MCD
-58.64MCDDetails
Price/Sales
5.75
High:MSTR
151.67MSTRLow:
CSIQ
0.09CSIQDetails
Price/CF
24.11
High:
TTWO
18,296.3TTWOLow:
FG
0.84FGDetails
Price/FCF
44.79
High:MSTR
1,187.5MSTRLow:FG
0.86FGDetails
P/E Ratio
27.03
High:BP.L
258.56BP.LLow:MSTR
-56.3MSTRDetails
PEG Ratio
57.72
High:JNJ
473.64JNJLow:NIO
-17.71NIODetails
Price/Book
8.45
High:MA
72.91MALow:MCD
-58.64MCDDetails
Price/Sales
5.75
High:MSTR
151.67MSTRLow:CSIQ
0.09CSIQDetails
Price/CF
24.11
High:TTWO
18,296.3TTWOLow:FG
0.84FGDetails
Price/FCF
44.79
High:MSTR
1,187.5MSTRLow:FG
0.86FGDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-76.49% | Jan 2018 | Feb 2021 | 37 |
-57.51% | Nov 2021 | Nov 2024 | 36 |
-17.85% | Feb 2025 | - | 3 |
-11.24% | May 2021 | Aug 2021 | 3 |
-10.08% | Sep 2021 | Oct 2021 | 1 |
-2% | Dec 2024 | Jan 2025 | 1 |