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-4.7%
This Month
-6.91%
Year To Date
+31.32%
2 Years
+112.99%
5 Years
+225.44%
10 Years
+19.63%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services20.96%
- 🪙 Cryptocurrencies19.27%
- 💰 Finance17.97%
- 💵 Cash15.34%
- 📊 ETFs8.39%
- 💻 Electronic Technology7.99%
- 🪨 Non Energy Minerals6.57%
- 🛠️ Producer Manufacturing4.89%
- 🍞 Consumer Non Durables3.12%
- 🚗 Consumer Durables3%
- 🧬 Health Technology0.58%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE33.96%
- 🇺🇸 Nasdaq24.25%
- 🌍 Digital Currency19.27%
- 🇬🇧 LSE12.49%
- 🇫🇷 Euronext Paris2.18%
- 🇩🇰 Copenhagen Stock Exchange0.58%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States41.11%
- 🇦🇺 Australia6.57%
- 🇬🇧 United Kingdom5.92%
- 🇳🇱 Netherlands4.18%
- 🇸🇪 Sweden3.71%
- 🇯🇵 Japan3%
- 🇩🇰 Denmark0.58%
Dividends
Dividend Yield
0.85%
14 out of 20 instruments pay dividend.
5 dividend payments in the next 30 days.
Highest Dividend: $HMC (4.22%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 BHP.L | 0.2% | 2.98% | $1.26 |
 JPM | 0.12% | 1.93% | $4.4 |
 BARC.L | 0.11% | 1.87% | $0.08 |
 HMC | 0.06% | 4.22% | $0.65 |
 DE | 0.05% | 1.11% | $5.76 |
 TM | 0.05% | 3.17% | $4.64 |
 NKE | 0.05% | 3.76% | $1.45 |
 CSCO | 0.05% | 1.29% | $1.58 |
 KO | 0.05% | 2.7% | $1.89 |
 AIR.PA | 0.04% | 1.79% | $1.8 |
 NOVO-B.CO | 0.02% | 4.12% | $9.4 |
 META | 0.02% | 0.34% | $1 |
 MSFT | 0.02% | 0.83% | $3 |
 ASML | 0.01% | 0.44% | $5.57 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
MSFT | Pay Day | Jun 11, 2026 | $0.91 |
META | Ex-Dividend | Jun 15, 2026 | $0.53 |
KO | Ex-Dividend | Jun 15, 2026 | $0.53 |
HMC | Pay Day | Jun 16, 2026 | $0.66 |
META | Pay Day | Jun 25, 2026 | $0.53 |
DE | Ex-Dividend | Jun 30, 2026 | $1.62 |
KO | Pay Day | Jul 1, 2026 | $0.53 |
NKE | Pay Day | Jul 1, 2026 | $0.41 |
CSCO | Ex-Dividend | Jul 6, 2026 | $0.42 |
JPM | Ex-Dividend | Jul 6, 2026 | $1.50 |
CSCO | Pay Day | Jul 22, 2026 | $0.42 |
JPM | Pay Day | Jul 31, 2026 | $1.50 |
DE | Pay Day | Aug 10, 2026 | $1.62 |
Performance Metrics
Score 7.8/10
Beta
0.82
0.82
0
0.8
1.2
0
2
Sharpe Ratio
1
1
0
0.5
1
1.5
1.5
Sortino Ratio
1.96
1.96
0
1
2
3
3
Jensen's Alpha
8.27
8.27
-2
0
2
9
9
Omega Ratio
1.43
1.43
0
1
1.5
2.5
2.5
Treynor Ratio
1.82
1.82
0
0.75
1.25
2
2
Information Ratio
0.49
0.49
0
0.3
0.6
1
1
Calmar Ratio
1.27
1.27
0
0.3
0.6
2
2
Beta
0.82
0.82
0
0.8
1.2
0
2
Sharpe Ratio
1
1
0
0.5
1
1.5
1.5
Sortino Ratio
1.96
1.96
0
1
2
3
3
Jensen's Alpha
8.27
8.27
-2
0
2
9
9
Omega Ratio
1.43
1.43
0
1
1.5
2.5
2.5
Treynor Ratio
1.82
1.82
0
0.75
1.25
2
2
Information Ratio
0.49
0.49
0
0.3
0.6
1
1
Calmar Ratio
1.27
1.27
0
0.3
0.6
2
2
Portfolio Valuation
Based on current positions
P/E Ratio
20.77
High:ASML
58.55ASMLLow:HMC
-14.72HMCDetails
PEG Ratio
211.69
High:JPM
603.47JPMLow:
SPOT
21.66SPOTDetails
Price/Book
3.67
High:ASML
28.22ASMLLow:HMC
0.49HMCDetails
Price/Sales
4.69
High:ASML
17.35ASMLLow:HMC
0.25HMCDetails
Price/CF
12.38
High:NKE
54.38NKELow:BARC.L
3.52BARC.LDetails
Price/FCF
24.7
High:NKE
947.69NKELow:JPM
6.1JPMDetails
P/E Ratio
20.77
High:ASML
58.55ASMLLow:HMC
-14.72HMCDetails
PEG Ratio
211.69
High:JPM
603.47JPMLow:SPOT
21.66SPOTDetails
Price/Book
3.67
High:ASML
28.22ASMLLow:HMC
0.49HMCDetails
Price/Sales
4.69
High:ASML
17.35ASMLLow:HMC
0.25HMCDetails
Price/CF
12.38
High:NKE
54.38NKELow:BARC.L
3.52BARC.LDetails
Price/FCF
24.7
High:NKE
947.69NKELow:JPM
6.1JPMDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-16.42% | Oct 2025 | - | 9 |
-14.84% | Apr 2022 | Jan 2023 | 9 |
-10.85% | Feb 2020 | May 2020 | 3 |
-8.02% | Feb 2025 | May 2025 | 3 |
-7.29% | Apr 2024 | Sep 2024 | 5 |
-6.74% | Sep 2021 | Jan 2022 | 4 |
-5.37% | Sep 2020 | Nov 2020 | 2 |
-5.05% | Aug 2023 | Nov 2023 | 3 |
-2.99% | Jan 2021 | Feb 2021 | 1 |
-2.01% | May 2023 | Jun 2023 | 1 |
-1.82% | Dec 2024 | Jan 2025 | 1 |
-1.7% | Feb 2023 | Mar 2023 | 1 |
-0.54% | Aug 2025 | Sep 2025 | 1 |