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+0.13%
This Month
+17.42%
Year To Date
+64.92%
2 Years
+113.33%
5 Years
+128.87%
10 Years
+17.08%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash81.71%
- 🪙 Cryptocurrencies8.99%
- 📊 ETFs2.77%
- 🚗 Consumer Durables2.59%
- 🖥️ Technology Services2.4%
- 💻 Electronic Technology1.5%
- 💰 Finance1.06%
- 🧬 Health Technology0.76%
- 🛍️ Retail Trade0.64%
- 📦 Distribution Services0.5%
- 🏭 Industrial Services0.39%
- 💼 Commercial Services0.38%
- 🪨 Non Energy Minerals0.31%
- ⛏️ Energy Minerals0.3%
- 🏥 Health Services0.22%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency8.99%
- 🇺🇸 NYSE5.46%
- 🇺🇸 Nasdaq5.13%
- 🇭🇰 Hong Kong Exchanges1.65%
- 🇨🇭 SIX0.77%
- 🇬🇧 LSE0.57%
- 🇮🇹 Borsa Italiana0.23%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States5.83%
- 🇨🇳 China2.21%
- 🇭🇰 Hong Kong0.78%
- 🇨🇭 Switzerland0.77%
- 🇬🇧 United Kingdom0.5%
- 🇹🇼 Taiwan0.35%
- 🇨🇦 Canada0.31%
- 🇮🇹 Italy0.23%
- 🇷🇺 Russia0.07%
Dividends
Dividend Yield
0.14%
21 out of 36 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $ENI.MI (6.43%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 00257.HK | 0.02% | 4.99% | $0.22 |
 LEN | 0.02% | 1.68% | $1.75 |
 ENI.MI | 0.01% | 6.43% | $0.94 |
 BAC | 0.01% | 1.96% | $0.96 |
 2333.HK | 0.01% | 3.29% | $0.33 |
 DHI | 0.01% | 1.05% | $1.15 |
 HST | 0.01% | 3.27% | $0.78 |
 00175.HK | 0.01% | 1.86% | $0.22 |
 LOGN.ZU | 0.01% | 1.41% | $1.06 |
 UBSG.ZU | 0.01% | 2.14% | $0.64 |
 CURY.L | 0.01% | 1.18% | - |
 UNH | 0.01% | 2.55% | $7.74 |
 BTG.US | 0.01% | 1.75% | $0.16 |
 BABA | 0% | 0.66% | $0.98 |
 TSM | 0% | 0.91% | $1.74 |
 3888.HK | 0% | 0.52% | $0.14 |
 GOOG | 0% | 0.27% | $0.2 |
 PYPL | 0% | 0.23% | - |
 META | 0% | 0.33% | $1 |
 02382.HK | 0% | 0.79% | $0.22 |
 NVDA | 0% | 0.02% | $0.02 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
TSM | Pay Day | Jan 8, 2026 | $0.84 |
Performance Metrics
Score 6.5/10
Beta
0.78
0.78
0
0.8
1.2
0
2
Sharpe Ratio
0.66
0.66
0
0.5
1
1.5
1.5
Sortino Ratio
1.3
1.3
0
1
2
3
3
Jensen's Alpha
3.44
3.44
-2
0
2
4.5
4.5
Omega Ratio
1.01
1.01
0
1
1.5
2.5
2.5
Treynor Ratio
1.54
1.54
0
0.75
1.25
2
2
Information Ratio
0.01
0.01
0
0.3
0.6
1
1
Calmar Ratio
0.89
0.89
0
0.3
0.6
1
1
Beta
0.78
0.78
0
0.8
1.2
0
2
Sharpe Ratio
0.66
0.66
0
0.5
1
1.5
1.5
Sortino Ratio
1.3
1.3
0
1
2
3
3
Jensen's Alpha
3.44
3.44
-2
0
2
4.5
4.5
Omega Ratio
1.01
1.01
0
1
1.5
2.5
2.5
Treynor Ratio
1.54
1.54
0
0.75
1.25
2
2
Information Ratio
0.01
0.01
0
0.3
0.6
1
1
Calmar Ratio
0.89
0.89
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
31.94
High:
PLTR
429.3PLTRLow:
SPRY
-12.64SPRYDetails
PEG Ratio
98.07
High:
META
462.29METALow:
NIO
-136.88NIODetails
Price/Book
8.24
High:PLTR
66.38PLTRLow:
ATADL.L
0.07ATADL.LDetails
Price/Sales
7.35
High:PLTR
121.14PLTRLow:
CURY.L
0.17CURY.LDetails
Price/CF
25.86
High:PLTR
258.05PLTRLow:ATADL.L
0.14ATADL.LDetails
Price/FCF
44.36
High:
BTG.US
1,018.99BTG.USLow:ATADL.L
0.53ATADL.LDetails
P/E Ratio
31.94
High:PLTR
429.3PLTRLow:SPRY
-12.64SPRYDetails
PEG Ratio
98.07
High:META
462.29METALow:NIO
-136.88NIODetails
Price/Book
8.24
High:PLTR
66.38PLTRLow:ATADL.L
0.07ATADL.LDetails
Price/Sales
7.35
High:PLTR
121.14PLTRLow:CURY.L
0.17CURY.LDetails
Price/CF
25.86
High:PLTR
258.05PLTRLow:ATADL.L
0.14ATADL.LDetails
Price/FCF
44.36
High:BTG.US
1,018.99BTG.USLow:ATADL.L
0.53ATADL.LDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-17.87% | Nov 2021 | Jul 2023 | 20 |
-12.29% | Apr 2024 | Nov 2024 | 7 |
-11.45% | Dec 2024 | Jul 2025 | 7 |
-10.99% | Aug 2023 | Nov 2023 | 3 |
-5.42% | Jan 2024 | Feb 2024 | 1 |
-3.9% | Oct 2025 | - | 3 |
-2.9% | Sep 2021 | Oct 2021 | 1 |
-2.17% | Jul 2021 | Aug 2021 | 1 |
-1.59% | Mar 2021 | Apr 2021 | 1 |