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-2.7%
This Month
-6.92%
Year To Date
+32.61%
2 Years
+41.15%
5 Years
+103.75%
10 Years
+8.92%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies21.67%
- 💻 Electronic Technology19.38%
- 📊 ETFs13.36%
- 🖥️ Technology Services13.33%
- 💰 Finance8.4%
- 🛍️ Retail Trade5.61%
- 🚚 Transportation4.57%
- 💵 Cash3.02%
- ⛏️ Energy Minerals2.45%
- 🧩 Miscellaneous1.56%
- 🚗 Consumer Durables1.37%
- 🧬 Health Technology1.32%
- 💼 Commercial Services1.19%
- 📡 Communications1%
- 🌾 Commodities0.94%
- 🏭 Industrial Services0.76%
- 💇♀️ Consumer Services0.75%
- 🍞 Consumer Non Durables0.46%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq39.21%
- 🇺🇸 NYSE25.53%
- 🌍 Digital Currency21.67%
- 🇬🇧 LSE9.49%
- 🌍 Commodity0.94%
- 🇮🇹 Borsa Italiana0.47%
- 🇩🇪 FRA0.37%
- 🇺🇸 Chicago Board Options Exchange0.24%
- Regular Trading Hours - RTH0.21%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States47.11%
- 🇬🇧 United Kingdom9.01%
- 🇨🇳 China2.3%
- 🇹🇼 Taiwan0.6%
- 🇮🇹 Italy0.47%
- 🇩🇪 Germany0.37%
- 🇰🇷 South Korea0.37%
- 🇱🇺 Luxembourg0.25%
- 🇳🇱 Netherlands0.12%
Dividends
Dividend Yield
0.91%
46 out of 92 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $NLY (12.2%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 NLY | 0.12% | 12.2% | $2.6 |
 NWG.L | 0.08% | 5.43% | $0.17 |
 LGEN.L | 0.07% | 8.2% | $0.2 |
 AV.L | 0.07% | 5.64% | $0.33 |
 BP.L | 0.06% | 5.04% | $0.23 |
 ET | 0.05% | 7.06% | $1.25 |
 FNF | 0.04% | 4.02% | $1.89 |
 SHEL.L | 0.03% | 3.48% | $0.8 |
 INSW | 0.03% | 3.12% | $5.74 |
 VOW3.DE | 0.02% | 6.71% | $9.06 |
 HSBA.L | 0.02% | 4.34% | $0.49 |
 BME.L | 0.02% | 6.96% | $0.15 |
 ENI.MI | 0.02% | 5.11% | $0.94 |
 ABDN.L | 0.02% | 7.02% | $0.15 |
 MSFT | 0.01% | 0.86% | $3 |
 EZJ.L | 0.01% | 3.11% | $0.05 |
 BARC.L | 0.01% | 1.99% | $0.08 |
 GOOG | 0.01% | 0.28% | $0.2 |
 STLA.US | 0.01% | 10.69% | $1.71 |
 NEXI.MI | 0.01% | 8.8% | - |
 KO | 0.01% | 2.64% | $1.89 |
 VOD | 0.01% | 3.3% | $0.94 |
 BABA | 0.01% | 0.79% | $0.98 |
 TMUS | 0.01% | 1.76% | $1.95 |
 PSN.L | 0.01% | 4.43% | $0.6 |
 ADI.US | 0.01% | 1.2% | $3.56 |
 NTES | 0.01% | 2.53% | $2.58 |
 HAS | 0.01% | 2.91% | $2.8 |
 MCD | 0.01% | 2.2% | $6.53 |
 META | 0.01% | 0.32% | $1 |
 JNJ | 0.01% | 2.13% | $4.81 |
 QCOM | 0.01% | 2.58% | $3.25 |
 LOW | 0.01% | 1.85% | $4.45 |
 MA | 0% | 0.62% | $2.46 |
 SBAC | 0% | 2.33% | $3.66 |
 DIS | 0% | 1.46% | $0.75 |
 TSM | 0% | 0.78% | $1.74 |
 ABT | 0% | 2.18% | $2.16 |
 AAPL | 0% | 0.4% | $0.97 |
 GPN | 0% | 1.3% | $1 |
 MU | 0% | 0.11% | $0.46 |
 WDC | 0% | 0.17% | - |
 V | 0% | 0.78% | $2.01 |
 GOOGL | 0% | 0.28% | $0.2 |
 FG | 0% | 4.05% | $0.83 |
 NVDA | 0% | 0.02% | $0.02 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 5.2/10
Beta
1.49
1.49
0
0.8
1.2
0
2
Sharpe Ratio
0.37
0.37
0
0.5
1
1.5
1.5
Sortino Ratio
0.65
0.65
0
1
2
3
3
Jensen's Alpha
4.35
4.35
-2
0
2
5
5
Omega Ratio
1.19
1.19
0
1
1.5
2.5
2.5
Treynor Ratio
1.13
1.13
0
0.75
1.25
2
2
Information Ratio
0.19
0.19
0
0.3
0.6
1
1
Calmar Ratio
0.12
0.12
0
0.3
0.6
1
1
Beta
1.49
1.49
0
0.8
1.2
0
2
Sharpe Ratio
0.37
0.37
0
0.5
1
1.5
1.5
Sortino Ratio
0.65
0.65
0
1
2
3
3
Jensen's Alpha
4.35
4.35
-2
0
2
5
5
Omega Ratio
1.19
1.19
0
1
1.5
2.5
2.5
Treynor Ratio
1.13
1.13
0
0.75
1.25
2
2
Information Ratio
0.19
0.19
0
0.3
0.6
1
1
Calmar Ratio
0.12
0.12
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
31.38
High:BP.L
4,375BP.LLow:
SNDK
-78.93SNDKDetails
PEG Ratio
235.64
High:TMUS
7,679TMUSLow:
NIO
-132.09NIODetails
Price/Book
10.42
High:MA
60.42MALow:MCD
-131.7MCDDetails
Price/Sales
8.28
High:
MSTR
90.21MSTRLow:STLA.US
0.12STLA.USDetails
Price/CF
24.96
High:MSTR
7,511.07MSTRLow:FG
0.8FGDetails
Price/FCF
56.44
High:BABA
1,196.17BABALow:FG
0.82FGDetails
P/E Ratio
31.38
High:BP.L
4,375BP.LLow:SNDK
-78.93SNDKDetails
PEG Ratio
235.64
High:TMUS
7,679TMUSLow:NIO
-132.09NIODetails
Price/Book
10.42
High:MA
60.42MALow:MCD
-131.7MCDDetails
Price/Sales
8.28
High:MSTR
90.21MSTRLow:STLA.US
0.12STLA.USDetails
Price/CF
24.96
High:MSTR
7,511.07MSTRLow:FG
0.8FGDetails
Price/FCF
56.44
High:BABA
1,196.17BABALow:FG
0.82FGDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-76.49% | Jan 2018 | Feb 2021 | 37 |
-57.51% | Nov 2021 | Nov 2024 | 36 |
-13.76% | Feb 2025 | Jun 2025 | 4 |
-12.97% | Nov 2025 | - | 5 |
-11.24% | May 2021 | Aug 2021 | 3 |
-10.08% | Sep 2021 | Oct 2021 | 1 |
-2% | Dec 2024 | Jan 2025 | 1 |