Loading...
-12.26%
This Month
-11.47%
Year To Date
+4.11%
2 Years
+32.8%
5 Years
+133.52%
10 Years
+15.89%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies24.52%
- 🖥️ Technology Services20.26%
- 💻 Electronic Technology17.07%
- 💰 Finance9.3%
- 🚗 Consumer Durables8.77%
- 🧬 Health Technology3.58%
- 🧩 Miscellaneous3.02%
- 🛍️ Retail Trade2.01%
- ⚡ Utilities1.99%
- ⛏️ Energy Minerals1.74%
- 🚚 Transportation1.59%
- 📦 Distribution Services1.45%
- 💼 Commercial Services1.28%
- 💇♀️ Consumer Services1.02%
- 🛠️ Producer Manufacturing0.67%
- 🏭 Industrial Services0.64%
- 🪨 Non Energy Minerals0.45%
- 💵 Cash0.44%
- 🍞 Consumer Non Durables0.24%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq36.38%
- 🌍 Digital Currency24.52%
- 🇬🇧 LSE20.46%
- 🇺🇸 NYSE17.58%
- 🇩🇪 FRA0.67%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States50.85%
- 🇬🇧 United Kingdom15.13%
- 🇨🇭 Switzerland1.88%
- 🇰🇷 South Korea1.61%
- 🇩🇪 Germany0.67%
- 🇨🇦 Canada0.64%
- 🇦🇺 Australia0.45%
- 🇯🇵 Japan0.44%
- 🇩🇰 Denmark0.24%
- 🇨🇳 China0.16%
Dividends
Dividend Yield
0.92%
50 out of 85 instruments pay dividend.
16 dividend payments in the next 30 days.
Highest Dividend: $TW.L (11.96%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 LGEN.L | 0.08% | 8.03% | $0.2 |
 NG.L | 0.05% | 4% | $0.57 |
 BP.L | 0.04% | 4.58% | $0.23 |
 PFE | 0.04% | 6.69% | $1.66 |
 VOW3.DE | 0.04% | 5.92% | $9.06 |
 IBM | 0.04% | 2.26% | $6.65 |
 ABDN.L | 0.03% | 6.08% | $0.15 |
 ENB | 0.03% | 4.83% | $2.66 |
 F | 0.03% | 3.92% | $0.78 |
 TRIG.L | 0.03% | 10.12% | $0.07 |
 GSK.L | 0.03% | 3.5% | $0.59 |
 IAG.L | 0.03% | 1.66% | - |
 HIK.L | 0.02% | 4.26% | $0.57 |
 HSBA.L | 0.02% | 4.11% | $0.49 |
 STAN.L | 0.02% | 2.35% | $0.22 |
 ADM.L | 0.02% | 6.19% | $1.03 |
 TW.L | 0.02% | 11.96% | $0.1 |
 BTRW.L | 0.02% | 6.52% | $0.28 |
 RMV.L | 0.02% | 2.37% | $0.09 |
 CHRD | 0.02% | 3.71% | $5 |
 DLR | 0.02% | 2.59% | $4.88 |
 LLOY.L | 0.02% | 3.64% | $0.03 |
 RTX | 0.02% | 1.54% | $2.44 |
 GLEN.L | 0.02% | 2.08% | $0.1 |
 SRP.L | 0.02% | 1.76% | $0.03 |
 TPK.L | 0.01% | 2.15% | $0.18 |
 BHP.L | 0.01% | 2.98% | $1.26 |
 BA.L | 0.01% | 1.87% | $0.3 |
 MRK | 0.01% | 2.78% | $3.04 |
 LMT | 0.01% | 2.63% | $12.45 |
 SSE.L | 0.01% | 2.86% | $0.6 |
 DGE.L | 0.01% | 4.2% | $0.81 |
 BCS | 0.01% | 1.79% | $0.39 |
 DIS | 0.01% | 1.51% | $0.75 |
 MUFG | 0.01% | 1.97% | $0.23 |
 NEE | 0.01% | 2.79% | $1.97 |
 RTO.L | 0.01% | 2.06% | $0.09 |
 MSFT | 0.01% | 0.83% | $3 |
 AZN.L | 0.01% | 1.72% | $2.28 |
 NVO | 0.01% | 2.81% | $0.98 |
 SMSN.L | 0.01% | 0.4% | $23.68 |
 META | 0.01% | 0.34% | $1 |
 STM.US | 0% | 0.46% | $0.23 |
 OXY | 0% | 1.7% | $0.8 |
 GOOG | 0% | 0.23% | $0.2 |
 LLY | 0% | 0.57% | $4.86 |
 NVDA | 0% | 0.13% | $0.02 |
 BABA | 0% | 0.82% | $0.98 |
 MU | 0% | 0.05% | $0.46 |
 TER | 0% | 0.13% | $0.46 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
GOOG | Ex-Dividend | Jun 8, 2026 | $0.22 |
IBM | Pay Day | Jun 10, 2026 | $1.69 |
LLY | Pay Day | Jun 10, 2026 | $1.73 |
OXY | Ex-Dividend | Jun 10, 2026 | $0.26 |
MSFT | Pay Day | Jun 11, 2026 | $0.91 |
RTX | Pay Day | Jun 11, 2026 | $0.73 |
BABA | Ex-Dividend | Jun 11, 2026 | $1.05 |
PFE | Pay Day | Jun 12, 2026 | $0.43 |
TER | Pay Day | Jun 12, 2026 | $0.13 |
GOOG | Pay Day | Jun 15, 2026 | $0.22 |
META | Ex-Dividend | Jun 15, 2026 | $0.53 |
MRK | Ex-Dividend | Jun 15, 2026 | $0.85 |
NEE | Pay Day | Jun 15, 2026 | $0.62 |
DLR | Ex-Dividend | Jun 15, 2026 | $1.22 |
VOW3.DE | Ex-Dividend | Jun 19, 2026 | $6.04 |
VOW3.DE | Pay Day | Jun 23, 2026 | $6.04 |
STM.US | Ex-Dividend | Jun 23, 2026 | $0.09 |
META | Pay Day | Jun 25, 2026 | $0.53 |
LMT | Pay Day | Jun 26, 2026 | $3.45 |
NVDA | Pay Day | Jun 26, 2026 | $0.25 |
BP.L | Pay Day | Jun 26, 2026 | $0.08 |
HSBA.L | Pay Day | Jun 26, 2026 | $0.10 |
DIS | Ex-Dividend | Jun 30, 2026 | $0.75 |
DLR | Pay Day | Jun 30, 2026 | $1.22 |
STM.US | Pay Day | Jun 30, 2026 | $0.09 |
MRK | Pay Day | Jul 8, 2026 | $0.85 |
GSK.L | Pay Day | Jul 9, 2026 | $0.23 |
BABA | Pay Day | Jul 13, 2026 | $1.05 |
OXY | Pay Day | Jul 15, 2026 | $0.26 |
DIS | Pay Day | Jul 22, 2026 | $0.75 |
NG.L | Pay Day | Jul 23, 2026 | $0.43 |
SSE.L | Ex-Dividend | Jul 23, 2026 | $0.63 |
GLEN.L | Ex-Dividend | Aug 26, 2026 | $0.09 |
SSE.L | Pay Day | Sep 17, 2026 | $0.63 |
GLEN.L | Pay Day | Sep 18, 2026 | $0.09 |
Performance Metrics
Score 4/10
Beta
1.58
1.58
0
0.8
1.2
0
2
Sharpe Ratio
0.48
0.48
0
0.5
1
1.5
1.5
Sortino Ratio
0.82
0.82
0
1
2
3
3
Jensen's Alpha
-2.28
-2.28
-3
0
2
4.5
4.5
Omega Ratio
1.15
1.15
0
1
1.5
2.5
2.5
Treynor Ratio
1.2
1.2
0
0.75
1.25
2
2
Information Ratio
0.17
0.17
0
0.3
0.6
1
1
Calmar Ratio
0.27
0.27
0
0.3
0.6
1
1
Beta
1.58
1.58
0
0.8
1.2
0
2
Sharpe Ratio
0.48
0.48
0
0.5
1
1.5
1.5
Sortino Ratio
0.82
0.82
0
1
2
3
3
Jensen's Alpha
-2.28
-2.28
-3
0
2
4.5
4.5
Omega Ratio
1.15
1.15
0
1
1.5
2.5
2.5
Treynor Ratio
1.2
1.2
0
0.75
1.25
2
2
Information Ratio
0.17
0.17
0
0.3
0.6
1
1
Calmar Ratio
0.27
0.27
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
41.8
High:STM.US
509.49STM.USLow:
CRWD
-3,814.8CRWDDetails
PEG Ratio
-36.05
High:
ABNB
1,400.27ABNBLow:CRWD
-5,187.17CRWDDetails
Price/Book
8.64
High:RMV.L
41.31RMV.LLow:VOW3.DE
0.25VOW3.DEDetails
Price/Sales
7.54
High:
QBTS
816.21QBTSLow:VOW3.DE
0.14VOW3.DEDetails
Price/CF
21.91
High:
MSTR
7,511.07MSTRLow:STAN.L
0.98STAN.LDetails
Price/FCF
56.46
High:NEE
2,356.18NEELow:STAN.L
1.01STAN.LDetails
P/E Ratio
41.8
High:STM.US
509.49STM.USLow:CRWD
-3,814.8CRWDDetails
PEG Ratio
-36.05
High:ABNB
1,400.27ABNBLow:CRWD
-5,187.17CRWDDetails
Price/Book
8.64
High:RMV.L
41.31RMV.LLow:VOW3.DE
0.25VOW3.DEDetails
Price/Sales
7.54
High:QBTS
816.21QBTSLow:VOW3.DE
0.14VOW3.DEDetails
Price/CF
21.91
High:MSTR
7,511.07MSTRLow:STAN.L
0.98STAN.LDetails
Price/FCF
56.46
High:NEE
2,356.18NEELow:STAN.L
1.01STAN.LDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-59.73% | Nov 2021 | Mar 2024 | 28 |
-34.69% | Jul 2020 | Dec 2020 | 5 |
-30.19% | Oct 2025 | - | 9 |
-26.79% | Dec 2024 | Jul 2025 | 7 |
-23.43% | Apr 2024 | Nov 2024 | 7 |
-17.62% | May 2021 | Oct 2021 | 5 |