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+0.44%
This Month
+34.6%
Year To Date
+63.23%
2 Years
+58.81%
5 Years
+58.81%
10 Years
+9.69%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💰 Finance35.29%
- 📊 ETFs20.13%
- 💵 Cash14.42%
- 🧩 Miscellaneous6.81%
- 🪙 Cryptocurrencies6.51%
- 🛍️ Retail Trade5.67%
- 🚗 Consumer Durables2.75%
- 💼 Commercial Services2.18%
- 📡 Communications2.03%
- 🚚 Transportation1.84%
- 🖥️ Technology Services1.52%
- ❓ Other1.48%
Exchanges Breakdown
- Exchange
- Total
- 🇬🇧 LSE20.65%
- 🇩🇪 Xetra ETFs15.01%
- 🇺🇸 NYSE11.97%
- 🇭🇰 Hong Kong Exchanges9.68%
- 🇮🇹 Borsa Italiana7.89%
- 🌍 Digital Currency6.51%
- 🇺🇸 Nasdaq5.89%
- 🇫🇷 Euronext Paris3.32%
- 🇨🇭 SIX2.03%
- 🇳🇴 Oslo Stock Exchange1.78%
- 🇦🇪 Dubai Financial Market0.92%
- Abu Dhabi0.56%
Countries Breakdown
- Country
- Total
- 🇬🇧 United Kingdom14.86%
- 🇨🇳 China12.62%
- 🇮🇹 Italy7.89%
- 🇨🇭 Switzerland4.06%
- 🇭🇰 Hong Kong3.36%
- 🇫🇷 France3.32%
- 🇺🇸 United States3.2%
- 🇸🇬 Singapore1.84%
- 🇳🇴 Norway1.78%
- 🇵🇦 Panama1.77%
- 🇮🇱 Israel1.52%
Dividends
Dividend Yield
1.99%
25 out of 48 instruments pay dividend.
2 dividend payments in the next 30 days.
Highest Dividend: $SEIT.L (10.11%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 SERE.L | 0.19% | 8.06% | - |
 FINV | 0.15% | 5.18% | $0.24 |
 SEIT.L | 0.14% | 10.11% | - |
 NEXI.MI | 0.14% | 6.28% | - |
 ISP.MI | 0.12% | 6.4% | $0.3 |
 2601.HK | 0.1% | 3.72% | $1.12 |
 BLX | 0.1% | 5.51% | $1.5 |
 BNP.PA | 0.1% | 6.63% | $4.6 |
 RF.PA | 0.09% | 5% | $2.42 |
 SGRO.L | 0.08% | 4.18% | $0.28 |
 SCMN.ZU | 0.08% | 3.9% | $22 |
 EMG.L | 0.07% | 6.19% | $0.13 |
 BARC.L | 0.07% | 1.93% | $0.08 |
 SL.MI | 0.06% | 3.37% | $1 |
 OSB.L | 0.06% | 6% | $0.32 |
 2318.HK | 0.06% | 4.95% | $2.63 |
 DNB.OL | 0.06% | 6.25% | $16 |
 PST.MI | 0.05% | 5.68% | $0.8 |
 CE.MI | 0.05% | 5.17% | $0.65 |
 SPOL.OL | 0.05% | 5.52% | - |
 9618.HK | 0.05% | 3.35% | $2.97 |
 VOF.L | 0.04% | 2.36% | $0.1 |
 9988.HK | 0.03% | 0.67% | $0.98 |
 PRU.L | 0.03% | 1.64% | $0.28 |
 CB | 0.03% | 1.3% | $3.49 |
Performance Metrics
Score 5.1/10
Beta
0.61
0.61
0
0.8
1.2
0
2
Sharpe Ratio
0.49
0.49
0
0.5
1
1.5
1.5
Sortino Ratio
0.78
0.78
0
1
2
3
3
Jensen's Alpha
0.87
0.87
-2
0
2
4.5
4.5
Omega Ratio
0.84
0.84
0
1
1.5
2.5
2.5
Treynor Ratio
1
1
0
0.75
1.25
2
2
Information Ratio
-0.25
-0.25
-1
0.3
0.6
1
1
Calmar Ratio
0.38
0.38
0
0.3
0.6
1
1
Beta
0.61
0.61
0
0.8
1.2
0
2
Sharpe Ratio
0.49
0.49
0
0.5
1
1.5
1.5
Sortino Ratio
0.78
0.78
0
1
2
3
3
Jensen's Alpha
0.87
0.87
-2
0
2
4.5
4.5
Omega Ratio
0.84
0.84
0
1
1.5
2.5
2.5
Treynor Ratio
1
1
0
0.75
1.25
2
2
Information Ratio
-0.25
-0.25
-1
0.3
0.6
1
1
Calmar Ratio
0.38
0.38
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
17.78
High:
TSLA
298.5TSLALow:
RF.PA
-5.97RF.PADetails
PEG Ratio
48.69
High:
CE.MI
159.38CE.MILow:
SGRO.L
0.61SGRO.LDetails
Price/Book
1.91
High:TSLA
18.57TSLALow:
NEXI.MI
0.45NEXI.MIDetails
Price/Sales
2.41
High:TSLA
16.47TSLALow:
9618.HK
0.249618.HKDetails
Price/CF
10.68
High:RF.PA
109.25RF.PALow:
2601.HK
1.032601.HKDetails
Price/FCF
14.55
High:
SL.MI
2,757.55SL.MILow:2601.HK
1.042601.HKDetails
P/E Ratio
17.78
High:TSLA
298.5TSLALow:RF.PA
-5.97RF.PADetails
PEG Ratio
48.69
High:CE.MI
159.38CE.MILow:SGRO.L
0.61SGRO.LDetails
Price/Book
1.91
High:TSLA
18.57TSLALow:NEXI.MI
0.45NEXI.MIDetails
Price/Sales
2.41
High:TSLA
16.47TSLALow:9618.HK
0.249618.HKDetails
Price/CF
10.68
High:RF.PA
109.25RF.PALow:2601.HK
1.032601.HKDetails
Price/FCF
14.55
High:SL.MI
2,757.55SL.MILow:2601.HK
1.042601.HKDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-25.6% | Nov 2021 | Mar 2024 | 28 |
-5.95% | Jun 2024 | Sep 2024 | 3 |
-4.2% | Feb 2021 | May 2021 | 3 |
-3.72% | Aug 2021 | Oct 2021 | 2 |
-2.88% | Mar 2025 | Apr 2025 | 1 |
-2.82% | Dec 2024 | Jan 2025 | 1 |
-2.25% | Oct 2024 | Nov 2024 | 1 |
-1.88% | Oct 2025 | - | 3 |
-0.94% | Apr 2024 | May 2024 | 1 |