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+2.35%
This Month
+2.44%
Year To Date
+31.23%
2 Years
-2.19%
5 Years
+163.65%
10 Years
+17.54%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies58.43%
- 💻 Electronic Technology9.3%
- 🖥️ Technology Services8.35%
- 💰 Finance6.62%
- 🍞 Consumer Non Durables4.33%
- 🛍️ Retail Trade3.98%
- 🧩 Miscellaneous3.9%
- 💵 Cash1.62%
- 🚗 Consumer Durables1.35%
- ⚡ Utilities1.27%
- 💇♀️ Consumer Services1%
- 📊 ETFs0.74%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency58.43%
- 🇺🇸 Nasdaq17.25%
- 🇺🇸 NYSE13.4%
- 🇬🇧 LSE5.9%
- 🇭🇰 Hong Kong Exchanges1.36%
- 🇺🇸 OTC Markets Stock Exchange1.35%
- 🇮🇹 Borsa Italiana0.87%
- 🇫🇷 Euronext Paris0.71%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States26.51%
- 🇬🇧 United Kingdom3.04%
- 🇨🇭 Switzerland2.08%
- 🇭🇰 Hong Kong1.36%
- 🇯🇵 Japan1.35%
- 🇮🇹 Italy0.87%
- 🇫🇷 France0.71%
- 🇨🇳 China0.27%
Dividends
Dividend Yield
0.6%
19 out of 41 instruments pay dividend.
2 dividend payments in the next 30 days.
Highest Dividend: $INVP.L (5.77%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 INVP.L | 0.18% | 5.77% | $0.35 |
 KO | 0.07% | 2.36% | $1.89 |
 LMT | 0.04% | 2.6% | $12.45 |
 A2A.MI | 0.04% | 4.51% | $0.1 |
 DBA | 0.03% | 3.16% | - |
 NTDOY | 0.03% | 2.26% | $0.24 |
 C | 0.03% | 1.74% | $2.12 |
 MSFT | 0.03% | 0.73% | $3 |
 BN.PA | 0.03% | 3.53% | $2.1 |
 WMT | 0.02% | 0.92% | $0.81 |
 CL | 0.02% | 2.37% | $1.96 |
 0992.HK | 0.02% | 1.3% | $0.38 |
 META | 0.01% | 0.34% | $1 |
 V | 0.01% | 0.69% | $2.01 |
 STM.US | 0.01% | 0.59% | $0.23 |
 AWK | 0.01% | 2.4% | $2.89 |
 BYD | 0.01% | 0.97% | $0.66 |
 JD.US | 0.01% | 3.47% | $0.74 |
 AAPL | 0.01% | 0.33% | $0.97 |
Performance Metrics
Score 5.7/10
Beta
1.43
1.43
0
0.8
1.2
0
2
Sharpe Ratio
0.48
0.48
0
0.5
1
1.5
1.5
Sortino Ratio
0.99
0.99
0
1
2
3
3
Jensen's Alpha
3.54
3.54
-2
0
2
4.5
4.5
Omega Ratio
1.23
1.23
0
1
1.5
2.5
2.5
Treynor Ratio
1.23
1.23
0
0.75
1.25
2
2
Information Ratio
0.23
0.23
0
0.3
0.6
1
1
Calmar Ratio
0.27
0.27
0
0.3
0.6
1
1
Beta
1.43
1.43
0
0.8
1.2
0
2
Sharpe Ratio
0.48
0.48
0
0.5
1
1.5
1.5
Sortino Ratio
0.99
0.99
0
1
2
3
3
Jensen's Alpha
3.54
3.54
-2
0
2
4.5
4.5
Omega Ratio
1.23
1.23
0
1
1.5
2.5
2.5
Treynor Ratio
1.23
1.23
0
0.75
1.25
2
2
Information Ratio
0.23
0.23
0
0.3
0.6
1
1
Calmar Ratio
0.27
0.27
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
28.69
High:STM.US
464.63STM.USLow:
INTC
-175.38INTCDetails
PEG Ratio
137.36
High:AWK
801.57AWKLow:INTC
-203.76INTCDetails
Price/Book
8.71
High:CL
509.02CLLow:INVP.L
0.95INVP.LDetails
Price/Sales
5.74
High:V
15.54VLow:JD.US
0.22JD.USDetails
Price/CF
17.42
High:AAPL
28.46AAPLLow:A2A.MI
4.23A2A.MIDetails
Price/FCF
45.16
High:
AMZN
325.85AMZNLow:C
6.13CDetails
P/E Ratio
28.69
High:STM.US
464.63STM.USLow:INTC
-175.38INTCDetails
PEG Ratio
137.36
High:AWK
801.57AWKLow:INTC
-203.76INTCDetails
Price/Book
8.71
High:CL
509.02CLLow:INVP.L
0.95INVP.LDetails
Price/Sales
5.74
High:V
15.54VLow:JD.US
0.22JD.USDetails
Price/CF
17.42
High:AAPL
28.46AAPLLow:A2A.MI
4.23A2A.MIDetails
Price/FCF
45.16
High:AMZN
325.85AMZNLow:C
6.13CDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-62.35% | Sep 2021 | Aug 2025 | 47 |
-30.89% | Sep 2025 | - | 13 |
-17.76% | May 2021 | Aug 2021 | 3 |
-2.66% | Oct 2020 | Nov 2020 | 1 |