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+4.55%
This Month
+26.7%
Year To Date
+117.88%
2 Years
+853.63%
5 Years
+853.63%
10 Years
+77.85%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology69.02%
- 🪙 Cryptocurrencies20.66%
- 🖥️ Technology Services8.14%
- 🚗 Consumer Durables1.34%
- 💵 Cash0.51%
- 🪨 Non Energy Minerals0.49%
- 🛠️ Producer Manufacturing0.1%
- 🛍️ Retail Trade0.06%
Exchanges Breakdown
- Exchange
- Total
- 🇬🇧 LSE48.34%
- 🇺🇸 Nasdaq28.71%
- 🌍 Digital Currency20.66%
- 🇺🇸 NYSE1.6%
- 🇦🇺 Sydney0.49%
Countries Breakdown
- Country
- Total
- 🇬🇧 United Kingdom48.34%
- 🇺🇸 United States28.84%
- 🇮🇹 Italy1.34%
- 🇦🇺 Australia0.49%
- 🇹🇼 Taiwan0.05%
- 🇳🇱 Netherlands0.05%
- 🇨🇳 China0.04%
Dividends
Dividend Yield
0.37%
19 out of 42 instruments pay dividend.
3 dividend payments in the next 30 days.
Highest Dividend: $TXN (2.1%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 RR.L | 0.31% | 0.64% | - |
 RACE | 0.01% | 1.01% | $2.64 |
 AAPL | 0.01% | 0.31% | $0.97 |
 META | 0.01% | 0.28% | $1 |
 MSFT | 0.01% | 0.73% | $3 |
 GOOGL | 0.01% | 0.24% | $0.2 |
 NVDA | 0.01% | 0.12% | $0.02 |
 TXN | 0% | 2.1% | $5.14 |
 ORCL | 0% | 1.34% | $1.6 |
 TSM | 0% | 0.67% | $1.74 |
 AVGO | 0% | 0.7% | $19.7 |
 AMAT | 0% | 0.42% | $1.44 |
 BABA | 0% | 0.91% | $0.98 |
 ASML | 0% | 0.43% | $5.57 |
 LRCX | 0% | 0.34% | $8 |
 CRM | 0% | 0.73% | $0.4 |
 MRVL | 0% | 0.09% | $0.24 |
 MU | 0% | 0.05% | $0.46 |
 VRT | 0% | 0.09% | $0.06 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
META | Pay Day | Sep 28, 2026 | $0.53 |
AVGO | Pay Day | Sep 30, 2026 | $0.65 |
MU | Ex-Dividend | Oct 6, 2026 | $0.15 |
ORCL | Ex-Dividend | Oct 10, 2026 | $0.50 |
MRVL | Ex-Dividend | Oct 10, 2026 | $0.06 |
LRCX | Pay Day | Oct 14, 2026 | $0.33 |
ASML | Ex-Dividend | Oct 28, 2026 | $3.17 |
TXN | Ex-Dividend | Oct 31, 2026 | $1.42 |
 INTC | Ex-Dividend | Nov 7, 2026 | $0.12 |
AAPL | Ex-Dividend | Nov 10, 2026 | $0.27 |
MSFT | Ex-Dividend | Nov 20, 2026 | $0.91 |
AMAT | Ex-Dividend | Nov 20, 2026 | $0.53 |
GOOGL | Ex-Dividend | Dec 4, 2026 | $0.22 |
NVDA | Ex-Dividend | Dec 10, 2026 | $0.25 |
VRT | Ex-Dividend | Dec 14, 2026 | $0.06 |
TSM | Ex-Dividend | Dec 16, 2026 | $0.95 |
CRM | Ex-Dividend | Dec 17, 2026 | $0.44 |
META | Ex-Dividend | Dec 21, 2026 | $0.53 |
AVGO | Ex-Dividend | Dec 21, 2026 | $0.65 |
RACE | Ex-Dividend | Apr 21, 2027 | $4.27 |
BABA | Ex-Dividend | Jun 11, 2027 | $1.05 |
Performance Metrics
Score 9.2/10
Beta
1.41
1.41
0
0.8
1.2
0
2
Sharpe Ratio
2.05
2.05
0
0.5
1
3
3
Sortino Ratio
5.58
5.58
0
1
2
6
6
Jensen's Alpha
45.48
45.48
-2
0
2
46
46
Omega Ratio
4.63
4.63
0
1
1.5
5
5
Treynor Ratio
3.46
3.46
0
0.75
1.25
4
4
Information Ratio
1.95
1.95
0
0.3
0.6
2
2
Calmar Ratio
3.86
3.86
0
0.3
0.6
4
4
Beta
1.41
1.41
0
0.8
1.2
0
2
Sharpe Ratio
2.05
2.05
0
0.5
1
3
3
Sortino Ratio
5.58
5.58
0
1
2
6
6
Jensen's Alpha
45.48
45.48
-2
0
2
46
46
Omega Ratio
4.63
4.63
0
1
1.5
5
5
Treynor Ratio
3.46
3.46
0
0.75
1.25
4
4
Information Ratio
1.95
1.95
0
0.3
0.6
2
2
Calmar Ratio
3.86
3.86
0
0.3
0.6
4
4
Portfolio Valuation
Based on current positions
P/E Ratio
33.2
High:
DDOG
687.32DDOGLow:
BIDU
-5,065.95BIDUDetails
PEG Ratio
64.98
High:TXN
508.14TXNLow:
CRWD
-5,401.66CRWDDetails
Price/Book
15.89
High:
SNOW
46.72SNOWLow:
VUL.ASX
0.91VUL.ASXDetails
Price/Sales
11.68
High:
PLTR
62.4PLTRLow:BABA
1.88BABADetails
Price/CF
25.22
High:PLTR
138.09PLTRLow:
PINS
9.35PINSDetails
Price/FCF
41.42
High:TXN
4,155.74TXNLow:PINS
9.67PINSDetails
P/E Ratio
33.2
High:DDOG
687.32DDOGLow:BIDU
-5,065.95BIDUDetails
PEG Ratio
64.98
High:TXN
508.14TXNLow:CRWD
-5,401.66CRWDDetails
Price/Book
15.89
High:SNOW
46.72SNOWLow:VUL.ASX
0.91VUL.ASXDetails
Price/Sales
11.68
High:PLTR
62.4PLTRLow:BABA
1.88BABADetails
Price/CF
25.22
High:PLTR
138.09PLTRLow:PINS
9.35PINSDetails
Price/FCF
41.42
High:TXN
4,155.74TXNLow:PINS
9.67PINSDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-20.19% | Oct 2025 | Aug 2026 | 10 |
-9.47% | Apr 2024 | Aug 2024 | 4 |
-5.03% | May 2023 | Jun 2023 | 1 |
-3.22% | Dec 2022 | Jan 2023 | 1 |
-0.88% | Dec 2024 | Jan 2025 | 1 |
-0.61% | Aug 2025 | Sep 2025 | 1 |
-0.37% | Jan 2024 | Feb 2024 | 1 |
-0.17% | Sep 2023 | Oct 2023 | 1 |
-0.06% | Mar 2025 | Apr 2025 | 1 |