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-5.45%
This Month
+13.42%
Year To Date
+114.26%
2 Years
+215.39%
5 Years
+212.66%
10 Years
+25.14%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies69.32%
- 🖥️ Technology Services7.47%
- 💻 Electronic Technology4.95%
- 💰 Finance4.63%
- 📊 ETFs3.4%
- 🍞 Consumer Non Durables3.16%
- 🛍️ Retail Trade3.15%
- 🚗 Consumer Durables1.69%
- ⚡ Utilities1.08%
- 💇♀️ Consumer Services0.89%
- 💵 Cash0.69%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency69.32%
- 🇺🇸 Nasdaq13.33%
- 🇺🇸 NYSE10.99%
- 🇬🇧 LSE4.24%
- 🇮🇹 Borsa Italiana0.74%
- 🇫🇷 Euronext Paris0.73%
- 🇭🇰 Hong Kong Exchanges0.4%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States20.05%
- 🇬🇧 United Kingdom2.17%
- 🇯🇵 Japan1.69%
- 🇨🇭 Switzerland0.98%
- 🇮🇹 Italy0.74%
- 🇫🇷 France0.73%
- 🇭🇰 Hong Kong0.4%
- 🇨🇳 China0.27%
Dividends
Dividend Yield
0.45%
19 out of 40 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $INVP.L (6.4%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 INVP.L | 0.14% | 6.4% | $0.35 |
 KO | 0.05% | 2.99% | $1.89 |
 LMT | 0.04% | 2.65% | $12.45 |
 A2A.MI | 0.03% | 4.29% | $0.1 |
 C | 0.02% | 2.34% | $2.12 |
 MSFT | 0.02% | 0.66% | $3 |
 BN.PA | 0.02% | 2.77% | $2.1 |
 CL | 0.02% | 2.6% | $1.96 |
 WMT | 0.02% | 0.88% | $0.81 |
 0992.HK | 0.01% | 3.44% | $0.38 |
 META | 0.01% | 0.35% | $1 |
 NTDOY | 0.01% | 0.67% | $0.24 |
 V | 0.01% | 0.69% | $2.01 |
 STM.US | 0.01% | 1.01% | $0.23 |
 JD.US | 0.01% | 2.9% | $0.74 |
 AWK | 0.01% | 2.19% | $2.89 |
 BYD | 0.01% | 0.86% | $0.66 |
 AAPL | 0.01% | 0.39% | $0.97 |
 INTC | 0% | 0.33% | $0.5 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
C | Ex-Dividend | Nov 3, 2025 | $0.60 |
CL | Pay Day | Nov 14, 2025 | $0.52 |
MSFT | Ex-Dividend | Nov 20, 2025 | $0.91 |
C | Pay Day | Nov 26, 2025 | $0.60 |
LMT | Ex-Dividend | Dec 1, 2025 | $3.45 |
MSFT | Pay Day | Dec 11, 2025 | $0.91 |
WMT | Ex-Dividend | Dec 12, 2025 | $0.24 |
 DBA | Pay Day | Dec 27, 2025 | $0.00 |
LMT | Pay Day | Dec 30, 2025 | $3.45 |
WMT | Pay Day | Jan 5, 2026 | $0.24 |
Performance Metrics
Score 6.5/10
Beta
1.51
1.51
0
0.8
1.2
0
2
Sharpe Ratio
0.65
0.65
0
0.5
1
1.5
1.5
Sortino Ratio
1.41
1.41
0
1
2
3
3
Jensen's Alpha
11.47
11.47
-2
0
2
12
12
Omega Ratio
1.48
1.48
0
1
1.5
2.5
2.5
Treynor Ratio
1.64
1.64
0
0.75
1.25
2
2
Information Ratio
0.43
0.43
0
0.3
0.6
1
1
Calmar Ratio
0.42
0.42
0
0.3
0.6
1
1
Beta
1.51
1.51
0
0.8
1.2
0
2
Sharpe Ratio
0.65
0.65
0
0.5
1
1.5
1.5
Sortino Ratio
1.41
1.41
0
1
2
3
3
Jensen's Alpha
11.47
11.47
-2
0
2
12
12
Omega Ratio
1.48
1.48
0
1
1.5
2.5
2.5
Treynor Ratio
1.64
1.64
0
0.75
1.25
2
2
Information Ratio
0.43
0.43
0
0.3
0.6
1
1
Calmar Ratio
0.42
0.42
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
33.8
High:
NTDOY
49.59NTDOYLow:
APPS
-8.32APPSDetails
PEG Ratio
2,276.56
High:
AAPL
26,070.7AAPLLow:APPS
-10.15APPSDetails
Price/Book
10.7
High:
CL
91.09CLLow:
C
0.9CDetails
Price/Sales
6.67
High:
V
17.22VLow:
JD.US
0.28JD.USDetails
Price/CF
23.16
High:
KO
233.26KOLow:
INVP.L
2.71INVP.LDetails
Price/FCF
54.61
High:
LMT
457.22LMTLow:C
5.82CDetails
P/E Ratio
33.8
High:NTDOY
49.59NTDOYLow:APPS
-8.32APPSDetails
PEG Ratio
2,276.56
High:AAPL
26,070.7AAPLLow:APPS
-10.15APPSDetails
Price/Book
10.7
High:CL
91.09CLLow:C
0.9CDetails
Price/Sales
6.67
High:V
17.22VLow:JD.US
0.28JD.USDetails
Price/CF
23.16
High:KO
233.26KOLow:INVP.L
2.71INVP.LDetails
Price/FCF
54.61
High:LMT
457.22LMTLow:C
5.82CDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-62.35% | Sep 2021 | Aug 2025 | 47 |
-17.76% | May 2021 | Aug 2021 | 3 |
-6.9% | Sep 2025 | - | 2 |
-2.66% | Oct 2020 | Nov 2020 | 1 |