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-0.91%
This Month
-4.6%
Year To Date
+44.91%
2 Years
+108.3%
5 Years
+162.99%
10 Years
+20.22%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies63.91%
- 🖥️ Technology Services8.14%
- 💻 Electronic Technology5.88%
- 💰 Finance5.55%
- 📊 ETFs4.17%
- 🛍️ Retail Trade4.02%
- 🍞 Consumer Non Durables3.84%
- 🚗 Consumer Durables1.8%
- ⚡ Utilities1.25%
- 💇♀️ Consumer Services1.1%
- 💵 Cash0.74%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency63.91%
- 🇺🇸 Nasdaq15.21%
- 🇺🇸 NYSE13.48%
- 🇬🇧 LSE4.93%
- 🇮🇹 Borsa Italiana0.87%
- 🇫🇷 Euronext Paris0.86%
- 🇭🇰 Hong Kong Exchanges0.41%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States23.92%
- 🇬🇧 United Kingdom2.39%
- 🇯🇵 Japan1.8%
- 🇨🇭 Switzerland1.06%
- 🇮🇹 Italy0.87%
- 🇫🇷 France0.86%
- 🇭🇰 Hong Kong0.41%
- 🇨🇳 China0.29%
Dividends
Dividend Yield
0.54%
18 out of 40 instruments pay dividend.
3 dividend payments in the next 30 days.
Highest Dividend: $INVP.L (7.22%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 INVP.L | 0.17% | 7.22% | $0.35 |
 KO | 0.07% | 2.89% | $1.89 |
 LMT | 0.04% | 2.78% | $12.45 |
 A2A.MI | 0.04% | 4.38% | $0.1 |
 C | 0.03% | 2.08% | $2.12 |
 MSFT | 0.03% | 0.73% | $3 |
 BN.PA | 0.02% | 2.83% | $2.1 |
 CL | 0.02% | 2.66% | $1.96 |
 WMT | 0.02% | 0.81% | $0.81 |
 0992.HK | 0.02% | 4.02% | $0.38 |
 META | 0.01% | 0.33% | $1 |
 NTDOY | 0.01% | 0.75% | $0.24 |
 STM.US | 0.01% | 1.23% | $0.23 |
 V | 0.01% | 0.7% | $2.01 |
 AWK | 0.01% | 2.52% | $2.89 |
 JD.US | 0.01% | 3.33% | $0.74 |
 BYD | 0.01% | 0.85% | $0.66 |
 AAPL | 0.01% | 0.37% | $0.97 |
Performance Metrics
Score 5.9/10
Beta
1.5
1.5
0
0.8
1.2
0
2
Sharpe Ratio
0.54
0.54
0
0.5
1
1.5
1.5
Sortino Ratio
1.14
1.14
0
1
2
3
3
Jensen's Alpha
6.1
6.1
-2
0
2
7
7
Omega Ratio
1.31
1.31
0
1
1.5
2.5
2.5
Treynor Ratio
1.37
1.37
0
0.75
1.25
2
2
Information Ratio
0.3
0.3
0
0.3
0.6
1
1
Calmar Ratio
0.32
0.32
0
0.3
0.6
1
1
Beta
1.5
1.5
0
0.8
1.2
0
2
Sharpe Ratio
0.54
0.54
0
0.5
1
1.5
1.5
Sortino Ratio
1.14
1.14
0
1
2
3
3
Jensen's Alpha
6.1
6.1
-2
0
2
7
7
Omega Ratio
1.31
1.31
0
1
1.5
2.5
2.5
Treynor Ratio
1.37
1.37
0
0.75
1.25
2
2
Information Ratio
0.3
0.3
0
0.3
0.6
1
1
Calmar Ratio
0.32
0.32
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
33.01
High:
INTC
3,566.98INTCLow:
APPS
-6.57APPSDetails
PEG Ratio
377.48
High:INTC
3,553.58INTCLow:APPS
-8.73APPSDetails
Price/Book
10.17
High:
CL
73.77CLLow:
INVP.L
0.86INVP.LDetails
Price/Sales
6.14
High:
V
16.91VLow:
JD.US
0.24JD.USDetails
Price/CF
23.32
High:
KO
37.25KOLow:INVP.L
2.03INVP.LDetails
Price/FCF
59.05
High:KO
272.99KOLow:JD.US
9.2JD.USDetails
P/E Ratio
33.01
High:INTC
3,566.98INTCLow:APPS
-6.57APPSDetails
PEG Ratio
377.48
High:INTC
3,553.58INTCLow:APPS
-8.73APPSDetails
Price/Book
10.17
High:CL
73.77CLLow:INVP.L
0.86INVP.LDetails
Price/Sales
6.14
High:V
16.91VLow:JD.US
0.24JD.USDetails
Price/CF
23.32
High:KO
37.25KOLow:INVP.L
2.03INVP.LDetails
Price/FCF
59.05
High:KO
272.99KOLow:JD.US
9.2JD.USDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-62.35% | Sep 2021 | Aug 2025 | 47 |
-21.69% | Sep 2025 | - | 4 |
-17.76% | May 2021 | Aug 2021 | 3 |
-2.66% | Oct 2020 | Nov 2020 | 1 |