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-0.37%
Today
+1.44%
This Month
+9.8%
Year To Date
+20.3%
2 Years
+30.85%
5 Years
+7.43%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs32.29%
- 🪙 Cryptocurrencies10.27%
- 🧬 Health Technology8.69%
- 🪨 Non Energy Minerals7.32%
- 🖥️ Technology Services6.78%
- 💻 Electronic Technology5.24%
- 💵 Cash4.35%
- 🍞 Consumer Non Durables4%
- 🛍️ Retail Trade3.69%
- ⛏️ Energy Minerals3.47%
- 🏥 Health Services2.55%
- 💰 Finance2.33%
- 💼 Commercial Services2.27%
- 🚗 Consumer Durables1.16%
- 🛠️ Producer Manufacturing1.11%
- 📦 Distribution Services1.08%
- ⚡ Utilities1.06%
- 💇♀️ Consumer Services0.76%
- 🚚 Transportation0.7%
- 📡 Communications0.61%
- 🧪 Process Industries0.58%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE38.6%
- 🇺🇸 Nasdaq24.26%
- 🌍 Digital Currency10.27%
- 🇩🇪 Xetra ETFs7.06%
- 🇬🇧 LSE6.65%
- 🇭🇰 Hong Kong Exchanges4.84%
- 🇩🇪 FRA0.93%
- 🇳🇴 Oslo Stock Exchange0.88%
- 🇦🇺 Sydney0.85%
- 🇩🇰 Copenhagen Stock Exchange0.85%
- 🇳🇱 Euronext Amsterdam0.78%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States32.02%
- 🇨🇳 China6.02%
- 🇩🇰 Denmark2.2%
- 🇦🇺 Australia2.14%
- 🇳🇱 Netherlands1.89%
- 🇧🇷 Brazil1.77%
- 🇬🇧 United Kingdom1.68%
- 🇩🇪 Germany0.93%
- 🇳🇴 Norway0.88%
- 🇨🇭 Switzerland0.57%
- 🇵🇰 Pakistan0.52%
- 🇮🇪 Ireland0.45%
- 🇹🇼 Taiwan0.35%
- 🇨🇱 Chile0.33%
- 🇨🇦 Canada0.29%
- 🇨🇾 Cyprus0.28%
- 🇰🇷 South Korea0.27%
- 🇮🇱 Israel0.25%
- 🇧🇲 Bermuda0.23%
- 🇸🇬 Singapore0.21%
- 🇷🇺 Russia0.12%
Dividends
Dividend Yield
2.12%
111 out of 178 instruments pay dividend.
21 dividend payments in the next 30 days.
Highest Dividend: $SVSTL.L (2546.05%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 SDIV | 0.09% | 11.1% | - |
 PFE | 0.09% | 7.35% | $1.66 |
 PBR.A | 0.09% | 12.33% | $2.21 |
 EWZ | 0.09% | 7.43% | - |
 VALE | 0.08% | 7.83% | $1.33 |
 PFF | 0.06% | 6.64% | - |
 IEML.L | 0.05% | 5.94% | - |
 0968.HK | 0.05% | 10.5% | $0.23 |
 KHC | 0.04% | 6.05% | $1.6 |
 RIO.L | 0.04% | 7.03% | $3.41 |
 MRK | 0.04% | 4.12% | $3.04 |
 MBG.DE | 0.04% | 8.35% | $5.3 |
 EQNR.OL | 0.04% | 6.29% | $13.95 |
 BHP.L | 0.04% | 5.09% | $1.26 |
 MNODL.L | 0.04% | 473.72% | - |
 URA | 0.03% | 3.05% | - |
 LQD | 0.03% | 4.43% | - |
 ARKG.L | 0.03% | 6.11% | - |
 RIO | 0.03% | 6.73% | $4.34 |
 TLT | 0.03% | 4.21% | - |
 GDXJ | 0.03% | 1.82% | - |
 PEP | 0.03% | 4.21% | $5.15 |
 BHP.ASX | 0.03% | 5.01% | $2.35 |
 UNH | 0.03% | 2.89% | $7.74 |
 358.HK | 0.03% | 5.42% | - |
 VTIP | 0.03% | 2.75% | - |
 BMY | 0.03% | 5.09% | $2.34 |
 DIV | 0.03% | 5.88% | - |
 IUSC.DE | 0.02% | 4.76% | - |
 ILTB | 0.02% | 4.88% | - |
 OXY | 0.02% | 2.18% | $0.8 |
 SHV | 0.02% | 4.78% | - |
 NVO | 0.02% | 1.63% | $0.98 |
 03993.HK | 0.02% | 4.22% | $0.17 |
 RIO.ASX | 0.02% | 8% | $6.54 |
 IS04.DE | 0.02% | 2.83% | - |
 NOVO-B.CO | 0.02% | 2.39% | $9.4 |
 TLH | 0.02% | 4.08% | - |
 VNQ | 0.02% | 4.11% | - |
 XLV | 0.02% | 1.66% | - |
 MBB | 0.02% | 3.98% | - |
 SHY | 0.02% | 3.93% | - |
 AGG | 0.02% | 3.75% | - |
 FXI | 0.02% | 1.58% | - |
 OGZDL.L | 0.02% | 67.74% | - |
 PG | 0.02% | 2.51% | $3.83 |
 BND | 0.02% | 3.68% | - |
 IEF | 0.02% | 3.61% | - |
 IMB.L | 0.02% | 6.5% | $1.49 |
 XLE | 0.02% | 3.55% | - |
 COP | 0.02% | 3.63% | $3.25 |
 APA | 0.02% | 5.55% | $1 |
 GLEN.L | 0.01% | 2.54% | $0.1 |
 BHP | 0.01% | 4.9% | $3.01 |
 SQM | 0.01% | 4.14% | $1.36 |
 PAH3.DE | 0.01% | 5.55% | $2.56 |
 GDX | 0.01% | 0.82% | - |
 EL | 0.01% | 2.51% | $2.64 |
 SPXS | 0.01% | 5.13% | - |
 BMW.DE | 0.01% | 5.59% | $6 |
 01211.HK | 0.01% | 1.05% | $3.41 |
 EVR.L | 0.01% | 17.85% | - |
 2899.HK | 0.01% | 2.31% | $0.27 |
 LIT | 0.01% | 1.03% | - |
 NHY.OL | 0.01% | 4.13% | $2.5 |
 9988.HK | 0.01% | 0.87% | $0.98 |
 MCHI | 0.01% | 2.09% | - |
 1816.HK | 0.01% | 4.01% | $0.1 |
 FCX | 0.01% | 1.43% | $0.6 |
 ABBV | 0.01% | 3.4% | $6.06 |
 IEMG | 0.01% | 3.08% | - |
 SVSTL.L | 0.01% | 2546.05% | - |
 ASML.NV | 0.01% | 0.97% | $6.1 |
 PM | 0.01% | 2.96% | $5.2 |
 JD.US | 0.01% | 2.95% | $0.74 |
 XLU | 0.01% | 2.89% | - |
 IYR | 0.01% | 2.58% | - |
 ASML | 0.01% | 0.79% | $5.57 |
 BABA | 0.01% | 0.86% | $0.98 |
 QCOM | 0.01% | 2.32% | $3.25 |
 SMSN.L | 0.01% | 2.13% | $23.68 |
 LLY | 0.01% | 0.74% | $4.86 |
 EG | 0.01% | 2.33% | $7.25 |
 GOOGL | 0.01% | 0.48% | $0.2 |
 GOOG | 0% | 0.47% | $0.2 |
 NEM | 0% | 1.83% | $1.3 |
 ROSNL.L | 0% | 21.42% | - |
 TAN | 0% | 0.58% | - |
 VST | 0% | 0.52% | $0.85 |
 MSFT | 0% | 0.69% | $3 |
 IVV | 0% | 1.39% | - |
 TSM | 0% | 1.11% | $1.74 |
 1171.HK | 0% | 10.02% | $1.6 |
 BKNG | 0% | 0.66% | $17.5 |
 ANTO.L | 0% | 1.22% | $0.29 |
 V | 0% | 0.62% | $2.01 |
 TMO | 0% | 0.41% | $1.48 |
 EQT | 0% | 1.14% | $0.62 |
 TECK | 0% | 0.89% | $0.37 |
 MA | 0% | 0.49% | $2.46 |
 HCA | 0% | 0.73% | $2.52 |
 META | 0% | 0.3% | $1 |
 MBT | 0% | 4.44% | - |
 CRM | 0% | 0.6% | $0.4 |
 BRKR | 0% | 0.53% | $0.2 |
 AAPL | 0% | 0.5% | $0.97 |
 LKOD.L | 0% | 76.06% | - |
 MU | 0% | 0.43% | $0.46 |
 MRVL | 0% | 0.36% | $0.24 |
 XBI | 0% | 0.17% | - |
 NVDA | 0% | 0.03% | $0.02 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
GOOG | Ex-Dividend | Jun 9, 2025 | $0.21 |
GOOGL | Ex-Dividend | Jun 9, 2025 | $0.21 |
LLY | Pay Day | Jun 10, 2025 | $1.50 |
OXY | Ex-Dividend | Jun 10, 2025 | $0.24 |
NVDA | Ex-Dividend | Jun 11, 2025 | $0.01 |
9988.HK | Ex-Dividend | Jun 11, 2025 | $0.25 |
MSFT | Pay Day | Jun 12, 2025 | $0.83 |
BABA | Ex-Dividend | Jun 12, 2025 | $0.95 |
TSM | Ex-Dividend | Jun 12, 2025 | $0.68 |
PFE | Pay Day | Jun 13, 2025 | $0.43 |
TMO | Ex-Dividend | Jun 13, 2025 | $0.43 |
EG | Pay Day | Jun 13, 2025 | $2.00 |
GOOG | Pay Day | Jun 16, 2025 | $0.21 |
META | Ex-Dividend | Jun 16, 2025 | $0.52 |
MRK | Ex-Dividend | Jun 16, 2025 | $0.81 |
UNH | Ex-Dividend | Jun 16, 2025 | $2.21 |
HCA | Ex-Dividend | Jun 16, 2025 | $0.72 |
EL | Pay Day | Jun 16, 2025 | $0.35 |
BRKR | Ex-Dividend | Jun 16, 2025 | $0.05 |
GOOGL | Pay Day | Jun 16, 2025 | $0.21 |
TECK | Ex-Dividend | Jun 16, 2025 | $0.09 |
VST | Ex-Dividend | Jun 18, 2025 | $0.22 |
03993.HK | Ex-Dividend | Jun 19, 2025 | $0.15 |
NEM | Pay Day | Jun 20, 2025 | $0.25 |
UNH | Pay Day | Jun 24, 2025 | $2.21 |
META | Pay Day | Jun 26, 2025 | $0.52 |
QCOM | Pay Day | Jun 26, 2025 | $0.89 |
KHC | Pay Day | Jun 27, 2025 | $0.40 |
BRKR | Pay Day | Jun 27, 2025 | $0.05 |
PEP | Pay Day | Jun 30, 2025 | $1.42 |
BKNG | Pay Day | Jun 30, 2025 | $9.60 |
HCA | Pay Day | Jun 30, 2025 | $0.72 |
VST | Pay Day | Jun 30, 2025 | $0.22 |
TECK | Pay Day | Jun 30, 2025 | $0.09 |
NVDA | Pay Day | Jul 3, 2025 | $0.01 |
1816.HK | Pay Day | Jul 3, 2025 | $0.01 |
9988.HK | Pay Day | Jul 3, 2025 | $0.25 |
MRK | Pay Day | Jul 8, 2025 | $0.81 |
BABA | Pay Day | Jul 10, 2025 | $0.95 |
TSM | Pay Day | Jul 10, 2025 | $0.68 |
TMO | Pay Day | Jul 15, 2025 | $0.43 |
OXY | Pay Day | Jul 15, 2025 | $0.24 |
03993.HK | Pay Day | Jul 18, 2025 | $0.15 |
APA | Ex-Dividend | Jul 22, 2025 | $0.25 |
EQNR.OL | Ex-Dividend | Aug 18, 2025 | $0.37 |
IMB.L | Ex-Dividend | Aug 21, 2025 | $0.53 |
APA | Pay Day | Aug 22, 2025 | $0.25 |
GLEN.L | Ex-Dividend | Aug 28, 2025 | $0.05 |
EQNR.OL | Pay Day | Aug 29, 2025 | $0.37 |
GLEN.L | Pay Day | Sep 19, 2025 | $0.05 |
IMB.L | Pay Day | Sep 30, 2025 | $0.53 |
FXI | Pay Day | Dec 20, 2025 | $0.00 |
EWZ | Pay Day | Dec 20, 2025 | $0.00 |
IEMG | Pay Day | Dec 20, 2025 | $0.00 |
MCHI | Pay Day | Dec 20, 2025 | $0.00 |
GDX | Pay Day | Dec 24, 2025 | $0.40 |
GDXJ | Pay Day | Dec 24, 2025 | $0.00 |
IS04.DE | Pay Day | Dec 27, 2025 | $0.00 |
TAN | Pay Day | Dec 27, 2025 | $0.17 |
Performance Metrics
Score 3.7/10
Beta
0.61
0.61
0
0.8
1.2
0
2
Sharpe Ratio
0.28
0.28
0
0.5
1
1.5
1.5
Sortino Ratio
0.43
0.43
0
1
2
3
3
Jensen's Alpha
-1.48
-1.48
-2
0
2
4.5
4.5
Omega Ratio
0.72
0.72
0
1
1.5
2.5
2.5
Treynor Ratio
0.5
0.5
0
0.75
1.25
2
2
Information Ratio
-0.46
-0.46
-1
0.3
0.6
1
1
Calmar Ratio
0.42
0.42
0
0.3
0.6
1
1
Beta
0.61
0.61
0
0.8
1.2
0
2
Sharpe Ratio
0.28
0.28
0
0.5
1
1.5
1.5
Sortino Ratio
0.43
0.43
0
1
2
3
3
Jensen's Alpha
-1.48
-1.48
-2
0
2
4.5
4.5
Omega Ratio
0.72
0.72
0
1
1.5
2.5
2.5
Treynor Ratio
0.5
0.5
0
0.75
1.25
2
2
Information Ratio
-0.46
-0.46
-1
0.3
0.6
1
1
Calmar Ratio
0.42
0.42
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
23.38
High:
CCCS
623.94CCCSLow:
MRVL
-115.55MRVLDetails
PEG Ratio
137.73
High:
358.HK
1,420.26358.HKLow:MRVL
-231.12MRVLDetails
Price/Book
5.89
High:
ABBV
233.02ABBVLow:
BKNG
-29.73BKNGDetails
Price/Sales
4.21
High:
ASTS
1,386.07ASTSLow:
ACHR
-ACHRDetails
Price/CF
15.83
High:
UA
1,391.74UALow:
ATADL.L
0.14ATADL.LDetails
Price/FCF
36.69
High:
PEP
5,253.35PEPLow:ATADL.L
0.53ATADL.LDetails
P/E Ratio
23.38
High:CCCS
623.94CCCSLow:MRVL
-115.55MRVLDetails
PEG Ratio
137.73
High:358.HK
1,420.26358.HKLow:MRVL
-231.12MRVLDetails
Price/Book
5.89
High:ABBV
233.02ABBVLow:BKNG
-29.73BKNGDetails
Price/Sales
4.21
High:ASTS
1,386.07ASTSLow:ACHR
-ACHRDetails
Price/CF
15.83
High:UA
1,391.74UALow:ATADL.L
0.14ATADL.LDetails
Price/FCF
36.69
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 |