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+1.65%
This Month
-2.14%
Year To Date
+48.66%
2 Years
+113.69%
5 Years
+169.78%
10 Years
+20.81%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies64.7%
- 🖥️ Technology Services8.08%
- 💻 Electronic Technology5.69%
- 💰 Finance5.29%
- 📊 ETFs4.07%
- 🛍️ Retail Trade3.9%
- 🍞 Consumer Non Durables3.76%
- 🚗 Consumer Durables1.95%
- ⚡ Utilities1.21%
- 💇♀️ Consumer Services1.03%
- 💵 Cash0.73%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency64.7%
- 🇺🇸 Nasdaq15.24%
- 🇺🇸 NYSE12.79%
- 🇬🇧 LSE4.85%
- 🇮🇹 Borsa Italiana0.84%
- 🇫🇷 Euronext Paris0.84%
- 🇭🇰 Hong Kong Exchanges0.41%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States23.21%
- 🇬🇧 United Kingdom2.36%
- 🇯🇵 Japan1.95%
- 🇨🇭 Switzerland1.02%
- 🇮🇹 Italy0.84%
- 🇫🇷 France0.84%
- 🇭🇰 Hong Kong0.41%
- 🇨🇳 China0.28%
Dividends
Dividend Yield
0.53%
18 out of 40 instruments pay dividend.
3 dividend payments in the next 30 days.
Highest Dividend: $INVP.L (7.08%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 INVP.L | 0.17% | 7.08% | $0.35 |
 KO | 0.06% | 2.9% | $1.89 |
 LMT | 0.04% | 2.99% | $12.45 |
 A2A.MI | 0.04% | 4.4% | $0.1 |
 C | 0.03% | 2.16% | $2.12 |
 MSFT | 0.03% | 0.72% | $3 |
 BN.PA | 0.02% | 2.81% | $2.1 |
 CL | 0.02% | 2.66% | $1.96 |
 WMT | 0.02% | 0.82% | $0.81 |
 0992.HK | 0.02% | 3.91% | $0.38 |
 NTDOY | 0.02% | 0.81% | $0.24 |
 STM.US | 0.01% | 1.3% | $0.23 |
 META | 0.01% | 0.31% | $1 |
 V | 0.01% | 0.75% | $2.01 |
 JD.US | 0.01% | 3.28% | $0.74 |
 AWK | 0.01% | 2.53% | $2.89 |
 BYD | 0.01% | 0.87% | $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
33.24
High:
INTC
3,820.75INTCLow:
APPS
-6.97APPSDetails
PEG Ratio
385.67
High:INTC
3,806.39INTCLow:APPS
-9.26APPSDetails
Price/Book
10.23
High:
CL
73.07CLLow:
INVP.L
0.87INVP.LDetails
Price/Sales
6.23
High:
V
15.91VLow:
JD.US
0.24JD.USDetails
Price/CF
23.28
High:
KO
37.25KOLow:INVP.L
2.03INVP.LDetails
Price/FCF
59.19
High:KO
272.99KOLow:JD.US
9.2JD.USDetails
P/E Ratio
33.24
High:INTC
3,820.75INTCLow:APPS
-6.97APPSDetails
PEG Ratio
385.67
High:INTC
3,806.39INTCLow:APPS
-9.26APPSDetails
Price/Book
10.23
High:CL
73.07CLLow:INVP.L
0.87INVP.LDetails
Price/Sales
6.23
High:V
15.91VLow:JD.US
0.24JD.USDetails
Price/CF
23.28
High:KO
37.25KOLow:INVP.L
2.03INVP.LDetails
Price/FCF
59.19
High:KO
272.99KOLow:JD.US
9.2JD.USDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-62.35% | Sep 2021 | Aug 2025 | 47 |
-20.97% | Sep 2025 | - | 4 |
-17.76% | May 2021 | Aug 2021 | 3 |
-2.66% | Oct 2020 | Nov 2020 | 1 |