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+3.78%
This Month
+15.96%
Year To Date
+61.32%
2 Years
+70.39%
5 Years
+65.27%
10 Years
+8.86%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology26.88%
- 🖥️ Technology Services25.11%
- 🚗 Consumer Durables8.77%
- 🛍️ Retail Trade7.65%
- 💵 Cash6.76%
- 📊 ETFs5.14%
- 🧩 Miscellaneous3.84%
- ❓ Other3.35%
- 🪙 Cryptocurrencies3.01%
- 💰 Finance2.85%
- 💼 Commercial Services2.69%
- 🚚 Transportation2.24%
- 💇♀️ Consumer Services0.94%
- ⚡ Utilities0.56%
- 🪨 Non Energy Minerals0.51%
- 🛠️ Producer Manufacturing0.46%
- ⛏️ Energy Minerals0.14%
- 🍞 Consumer Non Durables0.11%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq59.79%
- 🇺🇸 NYSE22.71%
- 🇬🇧 LSE3.55%
- 🌍 Digital Currency3.01%
- 🇫🇷 Euronext Paris1.35%
- 🇩🇪 FRA1.17%
- 🇺🇸 Chicago Board Options Exchange0.68%
- 🇦🇪 Dubai Financial Market0.59%
- Abu Dhabi0.57%
- 🇩🇰 Copenhagen Stock Exchange0.49%
- 🇭🇰 Hong Kong Exchanges0.34%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States69.01%
- 🇳🇱 Netherlands1.38%
- 🇨🇦 Canada1.23%
- 🇮🇹 Italy1.21%
- 🇨🇳 China1.2%
- 🇩🇪 Germany1.17%
- 🇬🇧 United Kingdom1.05%
- 🇸🇬 Singapore0.61%
- 🇩🇰 Denmark0.49%
- 🇹🇼 Taiwan0.44%
- 🇮🇪 Ireland0.34%
- 🇫🇷 France0.24%
- 🇨🇭 Switzerland0.24%
- 🇰🇷 South Korea0.19%
- 🇮🇱 Israel0.11%
Dividends
Dividend Yield
0.38%
46 out of 98 instruments pay dividend.
3 dividend payments in the next 30 days.
Highest Dividend: $WHR (13.63%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 VOW3.DE | 0.06% | 6.92% | $9.06 |
 MSFT | 0.05% | 0.72% | $3 |
 PYPL | 0.02% | 0.79% | - |
 ORCL | 0.02% | 1.32% | $1.6 |
 AIR.PA | 0.02% | 1.63% | $1.8 |
 META | 0.02% | 0.29% | $1 |
 WHR | 0.02% | 13.63% | $7 |
 GS | 0.02% | 1.76% | $11 |
 JPM | 0.02% | 1.7% | $4.4 |
 BAC | 0.01% | 1.93% | $0.96 |
 GOOG | 0.01% | 0.24% | $0.2 |
 RACE | 0.01% | 1% | $2.64 |
 J | 0.01% | 0.96% | $1.1 |
 AAPL | 0.01% | 0.31% | $0.97 |
 DIS | 0.01% | 1.43% | $0.75 |
 ACN | 0.01% | 3.45% | $4.99 |
 BABA | 0.01% | 0.85% | $0.98 |
 NVDA | 0.01% | 0.12% | $0.02 |
 NKE | 0.01% | 4.44% | $1.45 |
 IBM | 0% | 2.88% | $6.65 |
 RR.L | 0% | 0.63% | - |
 SHEL | 0% | 3.17% | $2.7 |
 GOOGL | 0% | 0.24% | $0.2 |
 LUV | 0% | 1.7% | $0.72 |
 TSM | 0% | 0.68% | $1.74 |
 RHM.DE | 0% | 1.15% | $5.7 |
 0700.HK | 0% | 1.17% | $3.4 |
 HON | 0% | 2.31% | $4.27 |
 DAL | 0% | 0.92% | $0.3 |
 STX.US | 0% | 0.34% | $2.8 |
 BKNG | 0% | 0.93% | $17.5 |
 AVGO | 0% | 0.7% | $19.7 |
 AXP | 0% | 1.12% | $2.6 |
 FCX | 0% | 0.83% | $0.6 |
 ASML | 0% | 0.44% | $5.57 |
 VST | 0% | 0.64% | $0.85 |
 V | 0% | 0.7% | $2.01 |
 WDC | 0% | 0.11% | - |
 VWS.CO | 0% | 0.35% | - |
 CEG | 0% | 0.62% | - |
 MPWR | 0% | 0.56% | $4.5 |
 CRM | 0% | 0.71% | $0.4 |
 KGC | 0% | 0.52% | $0.12 |
 QQQ | 0% | 0.38% | - |
 SMSN.L | 0% | 0.3% | $23.68 |
 MU | 0% | 0.05% | $0.46 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 SOXL | Ex-Dividend | Sep 23, 2026 | $0.00 |
 SPXL | Ex-Dividend | Sep 23, 2026 | $0.00 |
 YINN | Ex-Dividend | Sep 23, 2026 | $0.00 |
STX.US | Ex-Dividend | Sep 24, 2026 | $0.74 |
META | Pay Day | Sep 28, 2026 | $0.53 |
AVGO | Pay Day | Sep 30, 2026 | $0.65 |
VST | Pay Day | Sep 30, 2026 | $0.23 |
MPWR | Ex-Dividend | Sep 30, 2026 | $2.00 |
AXP | Ex-Dividend | Oct 2, 2026 | $0.95 |
JPM | Ex-Dividend | Oct 6, 2026 | $1.50 |
MU | Ex-Dividend | Oct 6, 2026 | $0.15 |
ACN | Ex-Dividend | Oct 9, 2026 | $1.63 |
DAL | Ex-Dividend | Oct 9, 2026 | $0.19 |
ORCL | Ex-Dividend | Oct 10, 2026 | $0.50 |
FCX | Ex-Dividend | Oct 15, 2026 | $0.15 |
ASML | Ex-Dividend | Oct 28, 2026 | $3.17 |
 INTC | Ex-Dividend | Nov 7, 2026 | $0.12 |
AAPL | Ex-Dividend | Nov 10, 2026 | $0.27 |
IBM | Ex-Dividend | Nov 10, 2026 | $1.69 |
V | Ex-Dividend | Nov 11, 2026 | $0.67 |
HON | Ex-Dividend | Nov 14, 2026 | $1.19 |
SHEL | Ex-Dividend | Nov 14, 2026 | $0.78 |
CEG | Ex-Dividend | Nov 18, 2026 | $0.43 |
MSFT | Ex-Dividend | Nov 20, 2026 | $0.91 |
KGC | Ex-Dividend | Nov 20, 2026 | $0.04 |
J | Ex-Dividend | Nov 21, 2026 | $0.36 |
WHR | Ex-Dividend | Nov 27, 2026 | $0.90 |
NKE | Ex-Dividend | Dec 1, 2026 | $0.41 |
GS | Ex-Dividend | Dec 1, 2026 | $4.50 |
LUV | Ex-Dividend | Dec 3, 2026 | $0.18 |
GOOG | Ex-Dividend | Dec 4, 2026 | $0.22 |
BAC | Ex-Dividend | Dec 4, 2026 | $0.28 |
PYPL | Ex-Dividend | Dec 4, 2026 | $0.14 |
GOOGL | Ex-Dividend | Dec 4, 2026 | $0.22 |
WDC | Ex-Dividend | Dec 8, 2026 | $0.15 |
NVDA | Ex-Dividend | Dec 10, 2026 | $0.25 |
BKNG | Ex-Dividend | Dec 11, 2026 | $0.42 |
 FXPO.L | Ex-Dividend | Dec 16, 2026 | $0.53 |
TSM | Ex-Dividend | Dec 16, 2026 | $0.95 |
CRM | Ex-Dividend | Dec 17, 2026 | $0.44 |
 FLKR | Ex-Dividend | Dec 20, 2026 | $0.00 |
META | Ex-Dividend | Dec 21, 2026 | $0.53 |
AVGO | Ex-Dividend | Dec 21, 2026 | $0.65 |
VST | Ex-Dividend | Dec 21, 2026 | $0.23 |
DIS | Ex-Dividend | Dec 30, 2026 | $0.75 |
 ORSTED.CO | Ex-Dividend | Mar 8, 2027 | $1.94 |
VWS.CO | Ex-Dividend | Apr 9, 2027 | $0.12 |
AIR.PA | Ex-Dividend | Apr 21, 2027 | $3.78 |
RACE | Ex-Dividend | Apr 21, 2027 | $4.27 |
RHM.DE | Ex-Dividend | May 13, 2027 | $13.50 |
0700.HK | Ex-Dividend | May 15, 2027 | $0.68 |
BABA | Ex-Dividend | Jun 11, 2027 | $1.05 |
VOW3.DE | Ex-Dividend | Jun 19, 2027 | $6.04 |
Performance Metrics
Score 3.4/10
Beta
1.06
1.06
0
0.8
1.2
0
2
Sharpe Ratio
0.33
0.33
0
0.5
1
1.5
1.5
Sortino Ratio
0.54
0.54
0
1
2
3
3
Jensen's Alpha
-6.37
-6.37
-7
0
2
4.5
4.5
Omega Ratio
0.73
0.73
0
1
1.5
2.5
2.5
Treynor Ratio
0.55
0.55
0
0.75
1.25
2
2
Information Ratio
-0.42
-0.42
-1
0.3
0.6
1
1
Calmar Ratio
0.24
0.24
0
0.3
0.6
1
1
Beta
1.06
1.06
0
0.8
1.2
0
2
Sharpe Ratio
0.33
0.33
0
0.5
1
1.5
1.5
Sortino Ratio
0.54
0.54
0
1
2
3
3
Jensen's Alpha
-6.37
-6.37
-7
0
2
4.5
4.5
Omega Ratio
0.73
0.73
0
1
1.5
2.5
2.5
Treynor Ratio
0.55
0.55
0
0.75
1.25
2
2
Information Ratio
-0.42
-0.42
-1
0.3
0.6
1
1
Calmar Ratio
0.24
0.24
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
30.67
High:
TSLA
372.52TSLALow:
BIDU
-5,065.95BIDUDetails
PEG Ratio
116.87
High:
SMCI
768.91SMCILow:INTC
-203.76INTCDetails
Price/Book
9.33
High:STX.US
186.56STX.USLow:
WIX
-26.95WIXDetails
Price/Sales
7.96
High:AVGO
25.84AVGOLow:
AF.PA
0.09AF.PADetails
Price/CF
20.2
High:
AML.L
100.75AML.LLow:AF.PA
0.88AF.PADetails
Price/FCF
51.41
High:BABA
1,196.17BABALow:GS
2.44GSDetails
P/E Ratio
30.67
High:TSLA
372.52TSLALow:BIDU
-5,065.95BIDUDetails
PEG Ratio
116.87
High:SMCI
768.91SMCILow:INTC
-203.76INTCDetails
Price/Book
9.33
High:STX.US
186.56STX.USLow:WIX
-26.95WIXDetails
Price/Sales
7.96
High:AVGO
25.84AVGOLow:AF.PA
0.09AF.PADetails
Price/CF
20.2
High:AML.L
100.75AML.LLow:AF.PA
0.88AF.PADetails
Price/FCF
51.41
High:BABA
1,196.17BABALow:GS
2.44GSDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-34.91% | Feb 2021 | Nov 2024 | 45 |
-10.36% | Feb 2025 | May 2025 | 3 |
-10.34% | Nov 2025 | Apr 2026 | 5 |
-6.27% | Jun 2026 | Sep 2026 | 3 |
-1.57% | Dec 2024 | Jan 2025 | 1 |