Loading...
+6.79%
This Month
-3.15%
Year To Date
+28%
2 Years
-4.16%
5 Years
+149.25%
10 Years
+17.77%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies59.71%
- 🖥️ Technology Services8.3%
- 💻 Electronic Technology7.86%
- 💰 Finance6.51%
- 🛍️ Retail Trade4.6%
- 🍞 Consumer Non Durables4.18%
- 🧩 Miscellaneous3.83%
- 🚗 Consumer Durables1.38%
- ⚡ Utilities1.35%
- 💵 Cash1.23%
- 💇♀️ Consumer Services1.18%
- 📊 ETFs0.52%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency59.71%
- 🇺🇸 Nasdaq18.29%
- 🇺🇸 NYSE13.25%
- 🇬🇧 LSE5.91%
- 🇮🇹 Borsa Italiana0.95%
- 🇫🇷 Euronext Paris0.8%
- 🇭🇰 Hong Kong Exchanges0.5%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States26.44%
- 🇬🇧 United Kingdom3.11%
- 🇨🇭 Switzerland1.87%
- 🇯🇵 Japan1.38%
- 🇮🇹 Italy0.95%
- 🇫🇷 France0.8%
- 🇭🇰 Hong Kong0.5%
- 🇨🇳 China0.32%
Dividends
Dividend Yield
0.61%
19 out of 41 instruments pay dividend.
5 dividend payments in the next 30 days.
Highest Dividend: $INVP.L (5.88%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 INVP.L | 0.18% | 5.88% | $0.35 |
 KO | 0.07% | 2.73% | $1.89 |
 LMT | 0.05% | 2.32% | $12.45 |
 A2A.MI | 0.04% | 4.32% | $0.1 |
 DBA | 0.03% | 3.38% | - |
 C | 0.03% | 1.77% | $2.12 |
 MSFT | 0.03% | 0.85% | $3 |
 BN.PA | 0.03% | 3.31% | $2.1 |
 CL | 0.02% | 2.49% | $1.96 |
 WMT | 0.02% | 0.77% | $0.81 |
 0992.HK | 0.02% | 3.49% | $0.38 |
 META | 0.01% | 0.31% | $1 |
 NTDOY | 0.01% | 1.05% | $0.24 |
 V | 0.01% | 0.8% | $2.01 |
 STM.US | 0.01% | 0.72% | $0.23 |
 JD.US | 0.01% | 3.12% | $0.74 |
 AWK | 0.01% | 2.48% | $2.89 |
 BYD | 0.01% | 0.84% | $0.66 |
 AAPL | 0.01% | 0.38% | $0.97 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
JD.US | Pay Day | Apr 29, 2026 | $1.00 |
C | Ex-Dividend | May 4, 2026 | $0.60 |
BN.PA | Ex-Dividend | May 4, 2026 | $2.25 |
BN.PA | Pay Day | May 6, 2026 | $2.25 |
WMT | Ex-Dividend | May 8, 2026 | $0.25 |
CL | Pay Day | May 15, 2026 | $0.53 |
A2A.MI | Ex-Dividend | May 18, 2026 | $0.12 |
A2A.MI | Pay Day | May 20, 2026 | $0.12 |
MSFT | Ex-Dividend | May 21, 2026 | $0.91 |
C | Pay Day | May 22, 2026 | $0.60 |
WMT | Pay Day | May 26, 2026 | $0.25 |
MSFT | Pay Day | Jun 11, 2026 | $0.91 |
STM.US | Ex-Dividend | Jun 23, 2026 | $0.09 |
STM.US | Pay Day | Jun 30, 2026 | $0.09 |
Performance Metrics
Score 5.6/10
Beta
1.48
1.48
0
0.8
1.2
0
2
Sharpe Ratio
0.47
0.47
0
0.5
1
1.5
1.5
Sortino Ratio
0.98
0.98
0
1
2
3
3
Jensen's Alpha
4.92
4.92
-2
0
2
5
5
Omega Ratio
1.26
1.26
0
1
1.5
2.5
2.5
Treynor Ratio
1.18
1.18
0
0.75
1.25
2
2
Information Ratio
0.26
0.26
0
0.3
0.6
1
1
Calmar Ratio
0.26
0.26
0
0.3
0.6
1
1
Beta
1.48
1.48
0
0.8
1.2
0
2
Sharpe Ratio
0.47
0.47
0
0.5
1
1.5
1.5
Sortino Ratio
0.98
0.98
0
1
2
3
3
Jensen's Alpha
4.92
4.92
-2
0
2
5
5
Omega Ratio
1.26
1.26
0
1
1.5
2.5
2.5
Treynor Ratio
1.18
1.18
0
0.75
1.25
2
2
Information Ratio
0.26
0.26
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
30.39
High:STM.US
256.7STM.USLow:
INTC
-836.39INTCDetails
PEG Ratio
138.96
High:V
552.81VLow:INTC
-851.7INTCDetails
Price/Book
8.85
High:CL
1,273.15CLLow:INVP.L
1.05INVP.LDetails
Price/Sales
5.49
High:V
14.66VLow:JD.US
0.24JD.USDetails
Price/CF
20.24
High:KO
40.7KOLow:INVP.L
2.03INVP.LDetails
Price/FCF
53.88
High:
AMZN
325.85AMZNLow:JD.US
9.2JD.USDetails
P/E Ratio
30.39
High:STM.US
256.7STM.USLow:INTC
-836.39INTCDetails
PEG Ratio
138.96
High:V
552.81VLow:INTC
-851.7INTCDetails
Price/Book
8.85
High:CL
1,273.15CLLow:INVP.L
1.05INVP.LDetails
Price/Sales
5.49
High:V
14.66VLow:JD.US
0.24JD.USDetails
Price/CF
20.24
High:KO
40.7KOLow:INVP.L
2.03INVP.LDetails
Price/FCF
53.88
High:AMZN
325.85AMZNLow:JD.US
9.2JD.USDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-62.35% | Sep 2021 | Aug 2025 | 47 |
-30.5% | Sep 2025 | - | 8 |
-17.76% | May 2021 | Aug 2021 | 3 |
-2.66% | Oct 2020 | Nov 2020 | 1 |