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+0.68%
This Month
+32.01%
Year To Date
+100.93%
2 Years
+305.31%
5 Years
+276.61%
10 Years
+29.8%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies41.13%
- 💻 Electronic Technology25.04%
- 💰 Finance10.3%
- 🖥️ Technology Services4.18%
- 🍞 Consumer Non Durables3.63%
- 🚗 Consumer Durables3.55%
- 💇♀️ Consumer Services2.78%
- 🛍️ Retail Trade2.62%
- ❓ Other2.11%
- 🧬 Health Technology1.52%
- 🧪 Process Industries0.85%
- 🧩 Miscellaneous0.48%
- 💵 Cash0.22%
- 💼 Commercial Services0.18%
- 🪨 Non Energy Minerals0.1%
- 🛠️ Producer Manufacturing0.06%
- 🏭 Industrial Services0.06%
- 📡 Communications0.05%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency41.13%
- 🇬🇧 LSE27.1%
- 🇺🇸 Nasdaq17.96%
- 🇺🇸 NYSE10%
- Regular Trading Hours - RTH2.11%
- 🇭🇰 Hong Kong Exchanges0.14%
- 🇳🇱 Euronext Amsterdam0.09%
- 🇧🇪 Euronext Brussels0.09%
Countries Breakdown
- Country
- Total
- 🇬🇧 United Kingdom26.75%
- 🇺🇸 United States25.66%
- 🇧🇷 Brazil0.71%
- 🇹🇼 Taiwan0.43%
- 🇨🇳 China0.33%
- 🇳🇱 Netherlands0.26%
- 🇮🇪 Ireland0.21%
- 🇩🇰 Denmark0.14%
- 🇺🇾 Uruguay0.12%
- 🇧🇪 Belgium0.09%
- 🇪🇸 Spain0.08%
- 🇮🇱 Israel0.06%
- 🇰🇿 Kazakhstan0.04%
- 🇭🇰 Hong Kong0.04%
Dividends
Dividend Yield
0.5%
23 out of 48 instruments pay dividend.
2 dividend payments in the next 30 days.
Highest Dividend: $VALE (8.23%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 RR.L | 0.21% | 0.87% | - |
 LLOY.L | 0.11% | 4.11% | $0.03 |
 KO | 0.05% | 2.19% | $1.89 |
 PEP | 0.05% | 4.06% | $5.15 |
 DIS | 0.03% | 1.26% | $0.75 |
 AVNT.US | 0.02% | 2.31% | $1.02 |
 VALE | 0.01% | 8.23% | $1.33 |
 TSM | 0% | 0.83% | $1.74 |
 TMO | 0% | 0.26% | $1.48 |
 KBC.BR | 0% | 3.06% | $2.91 |
 KSPI | 0% | 3.68% | - |
 BABA | 0% | 0.93% | $0.98 |
 NVO | 0% | 0.97% | $0.98 |
 ASML | 0% | 0.54% | $5.57 |
 0700.HK | 0% | 1.24% | $3.4 |
 FUTU | 0% | 2.6% | - |
 FUR.NV | 0% | 1.75% | - |
 CL | 0% | 2.14% | $1.96 |
 PYPL | 0% | 0.93% | - |
 GRFS | 0% | 1% | - |
 NVDA | 0% | 0.26% | $0.02 |
 WWD | 0% | 0.39% | $0.94 |
 WDC | 0% | 0.19% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
KBC.BR | Pay Day | Nov 6, 2026 | $4.87 |
CL | Pay Day | Nov 13, 2026 | $0.53 |
WWD | Ex-Dividend | Nov 20, 2026 | $0.32 |
PEP | Ex-Dividend | Dec 4, 2026 | $1.48 |
PYPL | Ex-Dividend | Dec 4, 2026 | $0.14 |
WDC | Ex-Dividend | Dec 8, 2026 | $0.15 |
NVDA | Ex-Dividend | Dec 10, 2026 | $0.25 |
KSPI | Ex-Dividend | Dec 10, 2026 | $1.79 |
AVNT.US | Ex-Dividend | Dec 11, 2026 | $0.28 |
KO | Ex-Dividend | Dec 15, 2026 | $0.53 |
TMO | Ex-Dividend | Dec 15, 2026 | $0.47 |
TSM | Ex-Dividend | Dec 16, 2026 | $0.95 |
DIS | Ex-Dividend | Dec 30, 2026 | $0.75 |
CL | Ex-Dividend | Jan 20, 2027 | $0.53 |
ASML | Ex-Dividend | Jan 27, 2027 | $3.17 |
LLOY.L | Ex-Dividend | Feb 4, 2027 | $0.03 |
VALE | Ex-Dividend | Feb 13, 2027 | $0.14 |
NVO | Ex-Dividend | Feb 17, 2027 | $1.22 |
FUR.NV | Ex-Dividend | Apr 27, 2027 | $0.18 |
KBC.BR | Ex-Dividend | May 4, 2027 | $4.87 |
0700.HK | Ex-Dividend | May 15, 2027 | $0.68 |
BABA | Ex-Dividend | Jun 11, 2027 | $1.05 |
Performance Metrics
Score 8.8/10
Beta
1.2
1.2
0
0.8
1.2
0
2
Sharpe Ratio
1.11
1.11
0
0.5
1
2
2
Sortino Ratio
2.27
2.27
0
1
2
3
3
Jensen's Alpha
22.24
22.24
-2
0
2
23
23
Omega Ratio
2.33
2.33
0
1
1.5
3
3
Treynor Ratio
2.09
2.09
0
0.75
1.25
3
3
Information Ratio
1.11
1.11
0
0.3
0.6
2
2
Calmar Ratio
0.97
0.97
0
0.3
0.6
1
1
Beta
1.2
1.2
0
0.8
1.2
0
2
Sharpe Ratio
1.11
1.11
0
0.5
1
2
2
Sortino Ratio
2.27
2.27
0
1
2
3
3
Jensen's Alpha
22.24
22.24
-2
0
2
23
23
Omega Ratio
2.33
2.33
0
1
1.5
3
3
Treynor Ratio
2.09
2.09
0
0.75
1.25
3
3
Information Ratio
1.11
1.11
0
0.3
0.6
2
2
Calmar Ratio
0.97
0.97
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
36.14
High:
TSLA
423.7TSLALow:
RKLB
-187.3RKLBDetails
PEG Ratio
0.99
High:TMO
3.89TMOLow:WDC
0.04WDCDetails
Price/Book
5.25
High:CL
272.59CLLow:FUR.NV
0.75FUR.NVDetails
Price/Sales
4.76
High:
TRON
154.69TRONLow:
NIO
0.5NIODetails
Price/CF
21.52
High:
MSTR
7,511.07MSTRLow:GRFS
3.81GRFSDetails
Price/FCF
78.56
High:BABA
1,196.17BABALow:GRFS
6.02GRFSDetails
P/E Ratio
36.14
High:TSLA
423.7TSLALow:RKLB
-187.3RKLBDetails
PEG Ratio
0.99
High:TMO
3.89TMOLow:WDC
0.04WDCDetails
Price/Book
5.25
High:CL
272.59CLLow:FUR.NV
0.75FUR.NVDetails
Price/Sales
4.76
High:TRON
154.69TRONLow:NIO
0.5NIODetails
Price/CF
21.52
High:MSTR
7,511.07MSTRLow:GRFS
3.81GRFSDetails
Price/FCF
78.56
High:BABA
1,196.17BABALow:GRFS
6.02GRFSDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-34.69% | Jan 2022 | Nov 2023 | 22 |
-12.51% | Nov 2025 | May 2026 | 6 |
-11.79% | Sep 2026 | - | 3 |
-7.33% | Apr 2024 | May 2024 | 1 |
-3.9% | Jun 2026 | Aug 2026 | 2 |
-3.35% | Mar 2025 | Apr 2025 | 1 |
-1.85% | Jun 2024 | Aug 2024 | 2 |