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+2.01%
This Month
+2.01%
Year To Date
+65.36%
2 Years
+59.61%
5 Years
+65.02%
10 Years
+10.36%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💰 Finance36.84%
- 📊 ETFs21.39%
- 🧩 Miscellaneous8.85%
- 🪙 Cryptocurrencies5.94%
- 🛍️ Retail Trade5.67%
- 🖥️ Technology Services5.27%
- 🏭 Industrial Services3.85%
- ❓ Other3.83%
- 🚗 Consumer Durables3.27%
- 🚚 Transportation2.98%
- 💼 Commercial Services1.95%
- 💵 Cash0.16%
Exchanges Breakdown
- Exchange
- Total
- 🇬🇧 LSE23.34%
- 🇺🇸 NYSE17.86%
- 🇩🇪 Xetra ETFs15.01%
- 🇭🇰 Hong Kong Exchanges10.39%
- 🇮🇹 Borsa Italiana8.63%
- 🌍 Digital Currency5.94%
- 🇺🇸 Nasdaq5.81%
- 🇩🇪 FRA3.51%
- 🇫🇷 Euronext Paris3.27%
- 🇳🇴 Oslo Stock Exchange2.27%
- Abu Dhabi1.99%
- 🇦🇪 Dubai Financial Market1.83%
Countries Breakdown
- Country
- Total
- 🇬🇧 United Kingdom17.47%
- 🇨🇳 China13.32%
- 🇮🇹 Italy8.63%
- 🇺🇸 United States7.34%
- 🇩🇪 Germany3.51%
- 🇭🇰 Hong Kong3.37%
- 🇫🇷 France3.27%
- 🇳🇴 Norway2.27%
- 🇵🇦 Panama2.14%
- 🇨🇭 Switzerland1.99%
- 🇮🇱 Israel1.77%
- 🇸🇬 Singapore1.52%
Dividends
Dividend Yield
2.39%
25 out of 47 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $SEIT.L (12.67%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 ET | 0.29% | 7.54% | $1.25 |
 SEIT.L | 0.27% | 12.67% | - |
 SERE.L | 0.19% | 8.14% | - |
 FINV | 0.15% | 5.02% | $0.24 |
 NEXI.MI | 0.13% | 6.81% | - |
 BLX | 0.12% | 5.58% | $1.5 |
 ISP.MI | 0.12% | 6.27% | $0.3 |
 2601.HK | 0.1% | 3.03% | $1.12 |
 SGRO.L | 0.1% | 4.13% | $0.28 |
 BNP.PA | 0.09% | 5.83% | $4.6 |
 RF.PA | 0.09% | 5.45% | $2.42 |
 DNB.OL | 0.08% | 6.1% | $16 |
 PST.MI | 0.08% | 5.35% | $0.8 |
 SL.MI | 0.08% | 3.18% | $1 |
 EMG.L | 0.07% | 5.02% | $0.13 |
 BARC.L | 0.07% | 1.8% | $0.08 |
 OSB.L | 0.06% | 5.5% | $0.32 |
 2318.HK | 0.06% | 4.09% | $2.63 |
 CE.MI | 0.05% | 5.08% | $0.65 |
 SPOL.OL | 0.05% | 5.29% | - |
 9618.HK | 0.04% | 3.44% | $2.97 |
 VOF.L | 0.04% | 2.39% | $0.1 |
 9988.HK | 0.03% | 0.63% | $0.98 |
 PRU.L | 0.03% | 1.55% | $0.28 |
 CB | 0.03% | 1.28% | $3.49 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 5.3/10
Beta
0.61
0.61
0
0.8
1.2
0
2
Sharpe Ratio
0.51
0.51
0
0.5
1
1.5
1.5
Sortino Ratio
0.82
0.82
0
1
2
3
3
Jensen's Alpha
1.23
1.23
-2
0
2
4.5
4.5
Omega Ratio
0.85
0.85
0
1
1.5
2.5
2.5
Treynor Ratio
1.04
1.04
0
0.75
1.25
2
2
Information Ratio
-0.22
-0.22
-1
0.3
0.6
1
1
Calmar Ratio
0.39
0.39
0
0.3
0.6
1
1
Beta
0.61
0.61
0
0.8
1.2
0
2
Sharpe Ratio
0.51
0.51
0
0.5
1
1.5
1.5
Sortino Ratio
0.82
0.82
0
1
2
3
3
Jensen's Alpha
1.23
1.23
-2
0
2
4.5
4.5
Omega Ratio
0.85
0.85
0
1
1.5
2.5
2.5
Treynor Ratio
1.04
1.04
0
0.75
1.25
2
2
Information Ratio
-0.22
-0.22
-1
0.3
0.6
1
1
Calmar Ratio
0.39
0.39
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
17.31
High:
TSLA
280.13TSLALow:VOF.L
-16.38VOF.LDetails
PEG Ratio
50.68
High:CE.MI
167.34CE.MILow:SGRO.L
0.63SGRO.LDetails
Price/Book
1.89
High:TSLA
17.43TSLALow:NEXI.MI
0.41NEXI.MIDetails
Price/Sales
2.25
High:TSLA
15.46TSLALow:9618.HK
0.249618.HKDetails
Price/CF
9.19
High:RF.PA
109.25RF.PALow:2601.HK
1.032601.HKDetails
Price/FCF
12.6
High:SL.MI
2,757.55SL.MILow:2601.HK
1.042601.HKDetails
P/E Ratio
17.31
High:TSLA
280.13TSLALow:VOF.L
-16.38VOF.LDetails
PEG Ratio
50.68
High:CE.MI
167.34CE.MILow:SGRO.L
0.63SGRO.LDetails
Price/Book
1.89
High:TSLA
17.43TSLALow:NEXI.MI
0.41NEXI.MIDetails
Price/Sales
2.25
High:TSLA
15.46TSLALow:9618.HK
0.249618.HKDetails
Price/CF
9.19
High:RF.PA
109.25RF.PALow:2601.HK
1.032601.HKDetails
Price/FCF
12.6
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 | Dec 2025 | 2 |
-0.94% | Apr 2024 | May 2024 | 1 |