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-0.81%
This Month
-9.73%
Year To Date
+3.86%
2 Years
+4.97%
5 Years
+132.33%
10 Years
+16.56%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies58.92%
- 🖥️ Technology Services8.53%
- 💻 Electronic Technology7.49%
- 💰 Finance6.49%
- 🍞 Consumer Non Durables4.76%
- 🛍️ Retail Trade4.57%
- 📊 ETFs4.55%
- 🚗 Consumer Durables1.46%
- ⚡ Utilities1.45%
- 💇♀️ Consumer Services1.19%
- 💵 Cash1.14%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency58.92%
- 🇺🇸 Nasdaq18.32%
- 🇺🇸 NYSE13.81%
- 🇬🇧 LSE6.02%
- 🇮🇹 Borsa Italiana1.01%
- 🇫🇷 Euronext Paris0.89%
- 🇭🇰 Hong Kong Exchanges0.45%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States27.31%
- 🇬🇧 United Kingdom3.11%
- 🇯🇵 Japan1.46%
- 🇨🇭 Switzerland1.44%
- 🇮🇹 Italy1.01%
- 🇫🇷 France0.89%
- 🇭🇰 Hong Kong0.45%
- 🇨🇳 China0.28%
Dividends
Dividend Yield
0.61%
18 out of 41 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $INVP.L (6.2%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 INVP.L | 0.19% | 6.2% | $0.35 |
 KO | 0.08% | 2.6% | $1.89 |
 LMT | 0.05% | 2.03% | $12.45 |
 A2A.MI | 0.04% | 4.22% | $0.1 |
 C | 0.03% | 2.15% | $2.12 |
 MSFT | 0.03% | 0.87% | $3 |
 BN.PA | 0.03% | 3.14% | $2.1 |
 WMT | 0.02% | 0.77% | $0.81 |
 CL | 0.02% | 2.19% | $1.96 |
 0992.HK | 0.02% | 4.22% | $0.38 |
 META | 0.02% | 0.32% | $1 |
 NTDOY | 0.02% | 1.04% | $0.24 |
 V | 0.01% | 0.79% | $2.01 |
 STM.US | 0.01% | 1.01% | $0.23 |
 AWK | 0.01% | 2.47% | $2.89 |
 JD.US | 0.01% | 3.91% | $0.74 |
 BYD | 0.01% | 0.91% | $0.66 |
 AAPL | 0.01% | 0.4% | $0.97 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 5.6/10
Beta
1.51
1.51
0
0.8
1.2
0
2
Sharpe Ratio
0.47
0.47
0
0.5
1
1.5
1.5
Sortino Ratio
0.99
0.99
0
1
2
3
3
Jensen's Alpha
3.23
3.23
-2
0
2
4.5
4.5
Omega Ratio
1.23
1.23
0
1
1.5
2.5
2.5
Treynor Ratio
1.17
1.17
0
0.75
1.25
2
2
Information Ratio
0.24
0.24
0
0.3
0.6
1
1
Calmar Ratio
0.26
0.26
0
0.3
0.6
1
1
Beta
1.51
1.51
0
0.8
1.2
0
2
Sharpe Ratio
0.47
0.47
0
0.5
1
1.5
1.5
Sortino Ratio
0.99
0.99
0
1
2
3
3
Jensen's Alpha
3.23
3.23
-2
0
2
4.5
4.5
Omega Ratio
1.23
1.23
0
1
1.5
2.5
2.5
Treynor Ratio
1.17
1.17
0
0.75
1.25
2
2
Information Ratio
0.24
0.24
0
0.3
0.6
1
1
Calmar Ratio
0.26
0.26
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
29.13
High:STM.US
182.56STM.USLow:
INTC
-526.25INTCDetails
PEG Ratio
171.85
High:V
564.89VLow:INTC
-535.88INTCDetails
Price/Book
8.79
High:CL
1,417.06CLLow:INVP.L
1INVP.LDetails
Price/Sales
5.31
High:V
14.98VLow:JD.US
0.21JD.USDetails
Price/CF
20.53
High:KO
40.7KOLow:INVP.L
2.03INVP.LDetails
Price/FCF
53
High:
AMZN
325.85AMZNLow:JD.US
9.2JD.USDetails
P/E Ratio
29.13
High:STM.US
182.56STM.USLow:INTC
-526.25INTCDetails
PEG Ratio
171.85
High:V
564.89VLow:INTC
-535.88INTCDetails
Price/Book
8.79
High:CL
1,417.06CLLow:INVP.L
1INVP.LDetails
Price/Sales
5.31
High:V
14.98VLow:JD.US
0.21JD.USDetails
Price/CF
20.53
High:KO
40.7KOLow:INVP.L
2.03INVP.LDetails
Price/FCF
53
High:AMZN
325.85AMZNLow:JD.US
9.2JD.USDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-62.35% | Sep 2021 | Aug 2025 | 47 |
-30.82% | Sep 2025 | - | 7 |
-17.76% | May 2021 | Aug 2021 | 3 |
-2.66% | Oct 2020 | Nov 2020 | 1 |