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-0.4%
This Month
+0.48%
Year To Date
+2.41%
2 Years
+2.41%
5 Years
+2.41%
10 Years
+2.41%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs29.55%
- 🧩 Miscellaneous14.92%
- 🪙 Cryptocurrencies3.54%
- 🖥️ Technology Services3.19%
- 💰 Finance2.58%
- ⛏️ Energy Minerals2.24%
- 🚗 Consumer Durables1.41%
- 🍞 Consumer Non Durables1.18%
- 💻 Electronic Technology1.15%
- 🌾 Commodities1.05%
- 💇♀️ Consumer Services0.89%
- 🧬 Health Technology0.83%
- ⚡ Utilities0.67%
- 🛍️ Retail Trade0.64%
- 🏭 Industrial Services0.35%
- 💼 Commercial Services0.28%
- 📈 Indexes0.17%
- ❓ Other0.14%
- 🚚 Transportation0.13%
- 🛠️ Producer Manufacturing0.13%
- 📡 Communications0.04%
- 🏥 Health Services0.04%
- 🪨 Non Energy Minerals0.02%
- 💵 Cash0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE23.71%
- 🇬🇧 LSE13.44%
- 🇺🇸 Nasdaq12.19%
- 🇩🇪 Xetra ETFs8.34%
- 🌍 Digital Currency3.54%
- 🌍 Commodity1.05%
- 🇺🇸 Chicago Board Options Exchange0.72%
- 🇦🇺 Sydney0.64%
- 🇩🇪 FRA0.4%
- Regular Trading Hours - RTH0.29%
- 🇪🇸 Bolsa De Madrid0.21%
- 🇫🇷 Euronext Paris0.17%
- 🌍 CFD0.17%
- 🇨🇭 SIX0.14%
- 🇩🇰 Copenhagen Stock Exchange0.06%
- 🇭🇰 Hong Kong Exchanges0.04%
- 🇳🇴 Oslo Stock Exchange0.04%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States10.38%
- 🇬🇧 United Kingdom3.89%
- 🇦🇺 Australia0.64%
- 🇨🇳 China0.57%
- 🇩🇪 Germany0.4%
- 🇩🇰 Denmark0.24%
- 🇪🇸 Spain0.21%
- 🇫🇷 France0.17%
- 🇨🇭 Switzerland0.14%
- 🇮🇹 Italy0.14%
- 🇨🇦 Canada0.11%
- 🇰🇷 South Korea0.1%
- 🇱🇺 Luxembourg0.09%
- 🇲🇽 Mexico0.08%
- 🇳🇱 Netherlands0.04%
- 🇳🇴 Norway0.04%
- 🇭🇰 Hong Kong0.01%
- 🇷🇺 Russia0%
Dividends
Dividend Yield
0.37%
82 out of 238 instruments pay dividend.
11 dividend payments in the next 30 days.
Highest Dividend: $NVTKL.L (109.46%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 ENOG.L | 0.05% | 10.61% | $0.95 |
 AV.L | 0.03% | 6.31% | $0.33 |
 INPP.L | 0.03% | 6.72% | $0.07 |
 HICL.L | 0.02% | 6.87% | - |
 GRG.L | 0.02% | 4.44% | $0.6 |
 AES | 0.01% | 5.03% | $0.68 |
 IEP | 0.01% | 25.91% | $4 |
 QQQ | 0.01% | 0.48% | - |
 KO | 0.01% | 2.69% | $1.89 |
 JNJ | 0.01% | 2.15% | $4.81 |
 SHEL.L | 0.01% | 2.29% | $0.8 |
 ALV.DE | 0.01% | 4.65% | $13.8 |
 MSFT | 0.01% | 0.95% | $3 |
 MBG.DE | 0.01% | 6.58% | $5.3 |
 DUK | 0.01% | 3.23% | $4.1 |
 RCP.L | 0.01% | 2.09% | - |
 MCD | 0.01% | 2.38% | $6.53 |
 NVO | 0.01% | 3.33% | $0.98 |
 WDS.ASX | 0.01% | 4.74% | $2.16 |
 DIS | 0.01% | 1.55% | $0.75 |
 WHC.ASX | 0.01% | 1.1% | $0.49 |
 NTGY.MC | 0.01% | 5.41% | $1.13 |
 ENG.MC | 0.01% | 4.71% | $1.41 |
 XOM | 0% | 2.52% | $3.76 |
 NESN.ZU | 0% | 3.96% | $3 |
 NKE | 0% | 3.69% | $1.45 |
 HBR.L | 0% | 6.88% | $0.2 |
 HSBA.L | 0% | 4.43% | $0.49 |
 TTE.PA | 0% | 4.28% | $3.06 |
 SPY | 0% | 1.13% | - |
 PSH.L | 0% | 1.23% | - |
 BABA | 0% | 0.84% | $0.98 |
 NOVO-B.CO | 0% | 4.94% | $9.4 |
 JNJ.RTH | 0% | 1.88% | $4.58 |
 ORCL | 0% | 1.23% | $1.6 |
 VOW3.DE | 0% | 7.28% | $9.06 |
 MC.PA | 0% | 2.76% | $13 |
 CVX | 0% | 3.47% | $6.28 |
 DIA.US | 0% | 1.51% | - |
 APA | 0% | 2.38% | $1 |
 RACE | 0% | 1.25% | $2.64 |
 T | 0% | 3.92% | $1.11 |
 F | 0% | 5.19% | $0.78 |
 FANG | 0% | 2.08% | $9.26 |
 SREN.ZU | 0% | 4.83% | $6.22 |
 PAH3.DE | 0% | 6.01% | $2.56 |
 EQNR.OL | 0% | 3.86% | $13.95 |
 BP.L | 0% | 4.14% | $0.23 |
 META | 0% | 0.37% | $1 |
 COP | 0% | 2.48% | $3.25 |
 PFE | 0% | 6.08% | $1.66 |
 CRM | 0% | 0.91% | $0.4 |
 GS | 0% | 1.8% | $11 |
 PYPL | 0% | 0.62% | - |
 SSSS | 0% | 4.63% | $7.25 |
 EVD.DE | 0% | 2.81% | $1.43 |
 EZJ.L | 0% | 3.67% | $0.05 |
 MCO | 0% | 0.89% | $3.24 |
 LNG | 0% | 0.75% | $1.7 |
 SMSN.L | 0% | 0.7% | $23.68 |
 AVGO | 0% | 0.79% | $19.7 |
 MA | 0% | 0.66% | $2.46 |
 AFX.DE | 0% | 2.19% | $1.1 |
 IEML.L | 0% | 4.13% | - |
 GOOGL | 0% | 0.28% | $0.2 |
 AAPL | 0% | 0.41% | $0.97 |
 MAR | 0% | 0.82% | $2.19 |
 BKNG | 0% | 0.94% | $17.5 |
 GOOG | 0% | 0.29% | $0.2 |
 HAL.RTH | 0% | 1.78% | - |
 JOUT | 0% | 2.84% | $1.32 |
 ASML | 0% | 0.57% | $5.57 |
 MU | 0% | 0.14% | $0.46 |
 01177.HK | 0% | 1.58% | $0.05 |
 9988.HK | 0% | 0.87% | $0.98 |
 PWR | 0% | 0.08% | $0.35 |
 02018.HK | 0% | 1.03% | $0.1 |
 NVDA | 0% | 0.02% | $0.02 |
 FIX | 0% | 0.16% | $1.02 |
 NVTKL.L | 0% | 109.46% | - |
 BMNR | 0% | 0.05% | - |
 IAPD.L | 0% | 0.04% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
MA | Ex-Dividend | Apr 9, 2026 | $0.87 |
ORCL | Ex-Dividend | Apr 9, 2026 | $0.50 |
CRM | Ex-Dividend | Apr 9, 2026 | $0.44 |
HBR.L | Ex-Dividend | Apr 9, 2026 | $0.11 |
T | Ex-Dividend | Apr 10, 2026 | $0.28 |
PWR | Pay Day | Apr 10, 2026 | $0.11 |
SREN.ZU | Ex-Dividend | Apr 14, 2026 | $8.00 |
MU | Pay Day | Apr 15, 2026 | $0.15 |
IEP | Pay Day | Apr 15, 2026 | $0.50 |
SREN.ZU | Pay Day | Apr 16, 2026 | $8.00 |
JOUT | Ex-Dividend | Apr 16, 2026 | $0.33 |
MBG.DE | Ex-Dividend | Apr 17, 2026 | $4.06 |
RACE | Ex-Dividend | Apr 20, 2026 | $4.27 |
MBG.DE | Pay Day | Apr 21, 2026 | $4.06 |
APA | Ex-Dividend | Apr 22, 2026 | $0.25 |
CRM | Pay Day | Apr 23, 2026 | $0.44 |
ORCL | Pay Day | Apr 24, 2026 | $0.50 |
MC.PA | Ex-Dividend | Apr 28, 2026 | $8.60 |
MC.PA | Pay Day | Apr 30, 2026 | $8.60 |
HSBA.L | Pay Day | Apr 30, 2026 | $0.45 |
GRG.L | Ex-Dividend | Apr 30, 2026 | $0.67 |
JOUT | Pay Day | Apr 30, 2026 | $0.33 |
T | Pay Day | May 1, 2026 | $0.28 |
AES | Ex-Dividend | May 1, 2026 | $0.18 |
RACE | Pay Day | May 5, 2026 | $4.27 |
MA | Pay Day | May 8, 2026 | $0.87 |
EQNR.OL | Ex-Dividend | May 13, 2026 | $0.39 |
AV.L | Pay Day | May 14, 2026 | $0.35 |
PSH.L | Ex-Dividend | May 14, 2026 | $0.18 |
AES | Pay Day | May 15, 2026 | $0.18 |
HBR.L | Pay Day | May 20, 2026 | $0.11 |
MSFT | Ex-Dividend | May 21, 2026 | $0.91 |
APA | Pay Day | May 22, 2026 | $0.25 |
02018.HK | Ex-Dividend | May 26, 2026 | $0.04 |
EQNR.OL | Pay Day | May 27, 2026 | $0.39 |
GRG.L | Pay Day | May 29, 2026 | $0.67 |
MSFT | Pay Day | Jun 11, 2026 | $0.91 |
02018.HK | Pay Day | Jun 18, 2026 | $0.04 |
PSH.L | Pay Day | Jun 22, 2026 | $0.18 |
DIS | Ex-Dividend | Jun 30, 2026 | $0.75 |
TTE.PA | Ex-Dividend | Jun 30, 2026 | $1.01 |
01177.HK | Ex-Dividend | Jun 30, 2026 | $0.01 |
TTE.PA | Pay Day | Jul 2, 2026 | $1.01 |
01177.HK | Pay Day | Jul 20, 2026 | $0.01 |
DIS | Pay Day | Jul 22, 2026 | $0.75 |
Performance Metrics
Score 2.7/10
Beta
0.14
0.14
0
0.8
1.2
0
2
Sharpe Ratio
-0.07
-0.07
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.08
-0.08
-1
1
2
3
3
Jensen's Alpha
-2.2
-2.2
-3
0
2
4.5
4.5
Omega Ratio
0.41
0.41
0
1
1.5
2.5
2.5
Treynor Ratio
-0.24
-0.24
-1
0.75
1.25
2
2
Information Ratio
-1.28
-1.28
-2
0.3
0.6
1
1
Calmar Ratio
0.74
0.74
0
0.3
0.6
1
1
Beta
0.14
0.14
0
0.8
1.2
0
2
Sharpe Ratio
-0.07
-0.07
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.08
-0.08
-1
1
2
3
3
Jensen's Alpha
-2.2
-2.2
-3
0
2
4.5
4.5
Omega Ratio
0.41
0.41
0
1
1.5
2.5
2.5
Treynor Ratio
-0.24
-0.24
-1
0.75
1.25
2
2
Information Ratio
-1.28
-1.28
-2
0.3
0.6
1
1
Calmar Ratio
0.74
0.74
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
26.65
High:BP.L
8,445.71BP.LLow:
NET
-718.81NETDetails
PEG Ratio
21.75
High:PWR
669.44PWRLow:
RKLB
-9,210.92RKLBDetails
Price/Book
5.25
High:MA
57.02MALow:MCD
-121.93MCDDetails
Price/Sales
5.69
High:BMNR
881.32BMNRLow:
SSIT.L
-282.94SSIT.LDetails
Price/CF
22.13
High:
MSTR
7,511.07MSTRLow:HBR.L
1.35HBR.LDetails
Price/FCF
54.25
High:HICL.L
8,066.77HICL.LLow:
WIZZ.L
3.2WIZZ.LDetails
P/E Ratio
26.65
High:BP.L
8,445.71BP.LLow:NET
-718.81NETDetails
PEG Ratio
21.75
High:PWR
669.44PWRLow:RKLB
-9,210.92RKLBDetails
Price/Book
5.25
High:MA
57.02MALow:MCD
-121.93MCDDetails
Price/Sales
5.69
High:BMNR
881.32BMNRLow:SSIT.L
-282.94SSIT.LDetails
Price/CF
22.13
High:MSTR
7,511.07MSTRLow:HBR.L
1.35HBR.LDetails
Price/FCF
54.25
High:HICL.L
8,066.77HICL.LLow:WIZZ.L
3.2WIZZ.LDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-4.54% | Apr 2025 | Sep 2025 | 5 |
-0.96% | Mar 2026 | - | 2 |