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-0.36%
This Month
+22.36%
Year To Date
+34.19%
2 Years
+45.82%
5 Years
+45.82%
10 Years
+9.89%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs29.14%
- 🪙 Cryptocurrencies10.5%
- 🧬 Health Technology9.97%
- 💻 Electronic Technology7.93%
- 🖥️ Technology Services5.46%
- 🍞 Consumer Non Durables4.61%
- 🚗 Consumer Durables4.5%
- 🪨 Non Energy Minerals3.47%
- ⛏️ Energy Minerals3.46%
- 🛍️ Retail Trade3.27%
- 🏥 Health Services3.04%
- 💰 Finance2.78%
- 🛠️ Producer Manufacturing2.73%
- 💼 Commercial Services2.44%
- 💵 Cash2.37%
- 🧪 Process Industries1.13%
- 🚚 Transportation0.96%
- ⚡ Utilities0.91%
- 💇♀️ Consumer Services0.74%
- 📦 Distribution Services0.52%
- 📡 Communications0.27%
- ❓ Other0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE37.26%
- 🇺🇸 Nasdaq25.77%
- 🌍 Digital Currency10.5%
- 🇩🇪 Xetra ETFs6.19%
- 🇭🇰 Hong Kong Exchanges6.01%
- 🇬🇧 LSE5.69%
- 🇳🇱 Euronext Amsterdam1.75%
- 🇩🇪 FRA1.13%
- 🇫🇷 Euronext Paris1.09%
- 🇩🇰 Copenhagen Stock Exchange0.88%
- 🇦🇺 Sydney0.55%
- 🇳🇴 Oslo Stock Exchange0.51%
- 🇪🇸 Bolsa De Madrid0.25%
- 🇺🇸 Chicago Board Options Exchange0.24%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States32.41%
- 🇨🇳 China5.22%
- 🇳🇱 Netherlands2.76%
- 🇩🇰 Denmark2.22%
- 🇬🇧 United Kingdom2.14%
- 🇭🇰 Hong Kong1.9%
- 🇨🇦 Canada1.58%
- 🇦🇺 Australia1.27%
- 🇩🇪 Germany1.13%
- 🇧🇷 Brazil1.1%
- 🇫🇷 France1.09%
- 🇰🇷 South Korea1.01%
- 🇸🇬 Singapore0.75%
- 🇺🇾 Uruguay0.57%
- 🇨🇭 Switzerland0.52%
- 🇮🇱 Israel0.51%
- 🇮🇪 Ireland0.51%
- 🇹🇼 Taiwan0.47%
- 🇪🇸 Spain0.25%
- 🇨🇾 Cyprus0.25%
- 🇧🇲 Bermuda0.21%
- 🇨🇴 Colombia0.2%
- 🇷🇺 Russia0.11%
Dividends
Dividend Yield
1.94%
113 out of 188 instruments pay dividend.
25 dividend payments in the next 30 days.
Highest Dividend: $SVSTL.L (2546.05%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 PBR.A | 0.09% | 10.4% | $2.21 |
 PFE | 0.08% | 6.92% | $1.66 |
 EWZ | 0.06% | 5.59% | - |
 1958.HK | 0.06% | 7.21% | $0.14 |
 KHC | 0.06% | 5.89% | $1.6 |
 MBG.DE | 0.06% | 8.11% | $5.3 |
 BMY | 0.05% | 5.24% | $2.34 |
 SAN.PA | 0.04% | 4.94% | $3.76 |
 GSK | 0.04% | 4.03% | $1.45 |
 PFF | 0.04% | 6.65% | - |
 UNH | 0.04% | 2.74% | $7.74 |
 TLT | 0.04% | 4.3% | - |
 IEML.L | 0.04% | 5.94% | - |
 MRK | 0.04% | 3.86% | $3.04 |
 RIO.L | 0.03% | 6.06% | $3.41 |
 IBZL.L | 0.03% | 6.41% | - |
 MNODL.L | 0.03% | 473.72% | - |
 00857.HK | 0.03% | 6.72% | $0.48 |
 PBR | 0.03% | 15.13% | $1.73 |
 XLE | 0.03% | 3.37% | - |
 LQD | 0.03% | 4.37% | - |
 BHP.L | 0.03% | 4.1% | $1.26 |
 NOVO-B.CO | 0.03% | 3.33% | $9.4 |
 SDIV | 0.03% | 10.34% | - |
 PEP | 0.03% | 3.81% | $5.15 |
 RIO | 0.03% | 5.81% | $4.34 |
 DIV | 0.02% | 6.3% | - |
 VTIP | 0.02% | 2.74% | - |
 IUSC.DE | 0.02% | 4.76% | - |
 PG | 0.02% | 2.59% | $3.83 |
 EC | 0.02% | 10.98% | $1.62 |
 ILTB | 0.02% | 4.85% | - |
 XLV | 0.02% | 1.78% | - |
 IS04.DE | 0.02% | 2.83% | - |
 TLH | 0.02% | 4.11% | - |
 NVO | 0.02% | 2.23% | $0.98 |
 MBB | 0.02% | 4.05% | - |
 VNQ | 0.02% | 3.89% | - |
 WHR | 0.02% | 6.5% | $7 |
 SHY | 0.02% | 3.95% | - |
 SMSN.L | 0.02% | 1.69% | $23.68 |
 AGG | 0.02% | 3.79% | - |
 BND | 0.02% | 3.73% | - |
 IEF | 0.02% | 3.7% | - |
 OGZDL.L | 0.02% | 67.74% | - |
 01211.HK | 0.02% | 1.37% | $3.41 |
 XOP | 0.02% | 2.56% | - |
 COP | 0.01% | 3.37% | $3.25 |
 FXI | 0.01% | 2.62% | - |
 00384.HK | 0.01% | 6.44% | $0.55 |
 REP.MC | 0.01% | 5.58% | $0.73 |
 GLEN.L | 0.01% | 2.61% | $0.1 |
 00175.HK | 0.01% | 1.77% | $0.22 |
 0386.HK | 0.01% | 6.04% | $0.37 |
 TTE.PA | 0.01% | 6.33% | $3.06 |
 MCHI | 0.01% | 2.59% | - |
 XLU | 0.01% | 2.79% | - |
 PAH3.DE | 0.01% | 5.31% | $2.56 |
 BHP.ASX | 0.01% | 4.14% | $2.35 |
 BMW.DE | 0.01% | 4.87% | $6 |
 EVR.L | 0.01% | 17.85% | - |
 ASML.NV | 0.01% | 0.98% | $6.1 |
 GDXJ | 0.01% | 1.65% | - |
 IVV | 0.01% | 1.29% | - |
 1816.HK | 0.01% | 3.6% | $0.1 |
 3800.HK | 0.01% | 0.9% | - |
 VHT | 0.01% | 1.6% | - |
 EXC | 0.01% | 3.66% | $1.48 |
 ASML | 0.01% | 0.78% | $5.57 |
 NEM | 0.01% | 1.32% | $1.3 |
 ABBV | 0.01% | 3.06% | $6.06 |
 IBM | 0.01% | 2.7% | $6.65 |
 SPY5.L | 0.01% | 1.05% | - |
 9988.HK | 0.01% | 0.78% | $0.98 |
 LLY | 0.01% | 0.8% | $4.86 |
 SVSTL.L | 0.01% | 2546.05% | - |
 LIT | 0.01% | 0.69% | - |
 PM | 0.01% | 3.35% | $5.2 |
 PEG | 0.01% | 3.07% | $2.34 |
 BABA | 0.01% | 0.76% | $0.98 |
 LMT | 0.01% | 2.86% | $12.45 |
 QCOM | 0.01% | 2.18% | $3.25 |
 IYR | 0.01% | 2.49% | - |
 EQT | 0.01% | 1.22% | $0.62 |
 TECK | 0.01% | 1.07% | $0.37 |
 EG | 0% | 2.35% | $7.25 |
 URA | 0% | 1.91% | - |
 TSM | 0% | 1.01% | $1.74 |
 GDX | 0% | 0.77% | - |
 BRKR | 0% | 0.65% | $0.2 |
 TAN | 0% | 0.48% | - |
 ROSNL.L | 0% | 21.42% | - |
 ENTG | 0% | 0.49% | $0.4 |
 MSFT | 0% | 0.67% | $3 |
 QQQ | 0% | 0.51% | - |
 AAPL | 0% | 0.43% | $0.97 |
 BKNG | 0% | 0.68% | $17.5 |
 1171.HK | 0% | 8.92% | $1.6 |
 V | 0% | 0.69% | $2.01 |
 INTC | 0% | 0.51% | $0.5 |
 GOOGL | 0% | 0.35% | $0.2 |
 LRCX | 0% | 0.92% | $8 |
 REGN | 0% | 0.46% | - |
 MA | 0% | 0.5% | $2.46 |
 MU | 0% | 0.35% | $0.46 |
 TMO | 0% | 0.34% | $1.48 |
 CRM | 0% | 0.65% | $0.4 |
 MBT | 0% | 4.44% | - |
 ITA | 0% | 0.58% | - |
 LKOD.L | 0% | 76.06% | - |
 GOOG | 0% | 0.35% | $0.2 |
 META | 0% | 0.27% | $1 |
 XBI | 0% | 0.04% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
GOOG | Ex-Dividend | Sep 8, 2025 | $0.21 |
GOOGL | Ex-Dividend | Sep 8, 2025 | $0.21 |
PEG | Ex-Dividend | Sep 9, 2025 | $0.63 |
IBM | Pay Day | Sep 10, 2025 | $1.68 |
LLY | Pay Day | Sep 10, 2025 | $1.50 |
MSFT | Pay Day | Sep 11, 2025 | $0.83 |
1171.HK | Ex-Dividend | Sep 11, 2025 | $0.02 |
GOOG | Pay Day | Sep 15, 2025 | $0.21 |
MRK | Ex-Dividend | Sep 15, 2025 | $0.81 |
UNH | Ex-Dividend | Sep 15, 2025 | $2.21 |
EXC | Pay Day | Sep 15, 2025 | $0.40 |
WHR | Pay Day | Sep 15, 2025 | $0.90 |
TMO | Ex-Dividend | Sep 15, 2025 | $0.43 |
00857.HK | Ex-Dividend | Sep 15, 2025 | $0.03 |
GOOGL | Pay Day | Sep 15, 2025 | $0.21 |
TECK | Ex-Dividend | Sep 15, 2025 | $0.09 |
TSM | Ex-Dividend | Sep 16, 2025 | $0.82 |
GLEN.L | Pay Day | Sep 19, 2025 | $0.05 |
EG | Pay Day | Sep 19, 2025 | $2.00 |
UNH | Pay Day | Sep 23, 2025 | $2.21 |
BRKR | Ex-Dividend | Sep 23, 2025 | $0.05 |
LRCX | Ex-Dividend | Sep 24, 2025 | $0.26 |
QCOM | Pay Day | Sep 25, 2025 | $0.89 |
RIO.L | Pay Day | Sep 25, 2025 | $1.48 |
0386.HK | Pay Day | Sep 25, 2025 | $0.01 |
RIO | Pay Day | Sep 25, 2025 | $1.48 |
BHP.ASX | Pay Day | Sep 25, 2025 | $0.60 |
LMT | Pay Day | Sep 26, 2025 | $3.30 |
KHC | Pay Day | Sep 26, 2025 | $0.40 |
PBR | Pay Day | Sep 29, 2025 | $0.11 |
NEM | Pay Day | Sep 29, 2025 | $0.25 |
TECK | Pay Day | Sep 29, 2025 | $0.09 |
PEP | Pay Day | Sep 30, 2025 | $1.42 |
BKNG | Pay Day | Sep 30, 2025 | $9.60 |
PEG | Pay Day | Sep 30, 2025 | $0.63 |
TTE.PA | Ex-Dividend | Oct 1, 2025 | $0.97 |
TTE.PA | Pay Day | Oct 3, 2025 | $0.97 |
BRKR | Pay Day | Oct 3, 2025 | $0.05 |
MRK | Pay Day | Oct 7, 2025 | $0.81 |
00384.HK | Pay Day | Oct 9, 2025 | $0.04 |
TSM | Pay Day | Oct 9, 2025 | $0.82 |
GSK | Pay Day | Oct 9, 2025 | $0.43 |
TMO | Pay Day | Oct 15, 2025 | $0.43 |
LRCX | Pay Day | Oct 15, 2025 | $0.26 |
1171.HK | Pay Day | Oct 22, 2025 | $0.02 |
00857.HK | Pay Day | Oct 23, 2025 | $0.03 |
GDX | Pay Day | Dec 24, 2025 | $0.00 |
GDXJ | Pay Day | Dec 24, 2025 | $0.00 |
TAN | Pay Day | Dec 27, 2025 | $0.00 |
Performance Metrics
Score 4.7/10
Beta
0.62
0.62
0
0.8
1.2
0
2
Sharpe Ratio
0.47
0.47
0
0.5
1
1.5
1.5
Sortino Ratio
0.74
0.74
0
1
2
3
3
Jensen's Alpha
-0.17
-0.17
-2
0
2
4.5
4.5
Omega Ratio
0.76
0.76
0
1
1.5
2.5
2.5
Treynor Ratio
0.82
0.82
0
0.75
1.25
2
2
Information Ratio
-0.39
-0.39
-1
0.3
0.6
1
1
Calmar Ratio
0.6
0.6
0
0.3
0.6
1
1
Beta
0.62
0.62
0
0.8
1.2
0
2
Sharpe Ratio
0.47
0.47
0
0.5
1
1.5
1.5
Sortino Ratio
0.74
0.74
0
1
2
3
3
Jensen's Alpha
-0.17
-0.17
-2
0
2
4.5
4.5
Omega Ratio
0.76
0.76
0
1
1.5
2.5
2.5
Treynor Ratio
0.82
0.82
0
0.75
1.25
2
2
Information Ratio
-0.39
-0.39
-1
0.3
0.6
1
1
Calmar Ratio
0.6
0.6
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
26.32
High:
TSLA
196.04TSLALow:
TEVA
-127.8TEVADetails
PEG Ratio
736.73
High:
AAPL
24,779.06AAPLLow:
PATH
-394.91PATHDetails
Price/Book
4.96
High:
MA
68.72MALow:
ABBV
-2,055.98ABBVDetails
Price/Sales
3.88
High:
ASTS
2,070.63ASTSLow:
ACHR
-ACHRDetails
Price/CF
17.08
High:
UA
1,391.74UALow:
ATADL.L
0.14ATADL.LDetails
Price/FCF
43.51
High:
PEP
5,253.35PEPLow:ATADL.L
0.53ATADL.LDetails
P/E Ratio
26.32
High:TSLA
196.04TSLALow:TEVA
-127.8TEVADetails
PEG Ratio
736.73
High:AAPL
24,779.06AAPLLow:PATH
-394.91PATHDetails
Price/Book
4.96
High:MA
68.72MALow:ABBV
-2,055.98ABBVDetails
Price/Sales
3.88
High:ASTS
2,070.63ASTSLow:ACHR
-ACHRDetails
Price/CF
17.08
High:UA
1,391.74UALow:ATADL.L
0.14ATADL.LDetails
Price/FCF
43.51
High:PEP
5,253.35PEPLow:ATADL.L
0.53ATADL.LDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-14.8% | Nov 2021 | Jul 2023 | 20 |
-7.87% | Dec 2024 | May 2025 | 5 |
-4.33% | Jun 2024 | Sep 2024 | 3 |
-3.71% | Aug 2023 | Dec 2023 | 4 |
-3.24% | Apr 2024 | May 2024 | 1 |
-2.92% | Sep 2021 | Oct 2021 | 1 |
-2.53% | Oct 2024 | Nov 2024 | 1 |
-2.21% | Jan 2024 | Feb 2024 | 1 |
-1.09% | Jun 2021 | Jul 2021 | 1 |
-0.36% | Sep 2025 | - | 1 |