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+3.93%
This Month
+3.93%
Year To Date
+33.12%
2 Years
+31.73%
5 Years
-75.9%
10 Years
-17.64%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💰 Finance27.52%
- 🪙 Cryptocurrencies22.63%
- 🚗 Consumer Durables17.64%
- 🪨 Non Energy Minerals11.84%
- 🍞 Consumer Non Durables8.06%
- ⚡ Utilities4.85%
- 🧬 Health Technology3.25%
- 🛍️ Retail Trade2.22%
- 🧪 Process Industries0.96%
- 🛠️ Producer Manufacturing0.54%
- 📡 Communications0.25%
- 🖥️ Technology Services0.11%
- ⛏️ Energy Minerals0.07%
- 💵 Cash0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE37.25%
- 🌍 Digital Currency22.63%
- 🇩🇪 FRA16.81%
- 🇬🇧 LSE12.97%
- 🇮🇹 Borsa Italiana6.38%
- 🇺🇸 Nasdaq3.26%
- 🇭🇰 Hong Kong Exchanges0.54%
- 🇳🇴 Oslo Stock Exchange0.12%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States38.03%
- 🇩🇪 Germany16.81%
- 🇬🇧 United Kingdom12.9%
- 🇮🇹 Italy4.85%
- 🇨🇳 China3.02%
- 🇳🇱 Netherlands1.53%
- 🇳🇴 Norway0.12%
- 🇷🇺 Russia0.07%
Dividends
Dividend Yield
4.35%
16 out of 21 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $OGZDL.L (67.74%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 VOW3.DE | 0.97% | 6.12% | $9.06 |
 O | 0.61% | 5.37% | $3.09 |
 MAIN | 0.59% | 4.73% | $2.85 |
 MO | 0.5% | 6.6% | $3.92 |
 RIO.L | 0.49% | 4.11% | $3.41 |
 AGNC | 0.39% | 11.98% | $1.44 |
 ENEL.MI | 0.25% | 5.23% | $0.43 |
 PFE | 0.22% | 6.64% | $1.66 |
 STLAM.MI | 0.13% | 8.36% | $1.55 |
 TRIG.L | 0.06% | 11.01% | $0.07 |
 OGZDL.L | 0.05% | 67.74% | - |
 BAS.DE | 0.05% | 4.91% | $3.4 |
 ULVR.L | 0.02% | 3.64% | $1.47 |
 VZ | 0.02% | 6.94% | $2.66 |
 BABA | 0.01% | 0.58% | $0.98 |
 0968.HK | 0.01% | 1.21% | $0.23 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 2.5/10
Beta
0.97
0.97
0
0.8
1.2
0
2
Sharpe Ratio
-0.16
-0.16
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.18
-0.18
-1
1
2
3
3
Jensen's Alpha
-16.57
-16.57
-17
0
2
4.5
4.5
Omega Ratio
0.58
0.58
0
1
1.5
2.5
2.5
Treynor Ratio
-0.59
-0.59
-1
0.75
1.25
2
2
Information Ratio
-0.45
-0.45
-1
0.3
0.6
1
1
Calmar Ratio
-0.19
-0.19
-1
0.3
0.6
1
1
Beta
0.97
0.97
0
0.8
1.2
0
2
Sharpe Ratio
-0.16
-0.16
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.18
-0.18
-1
1
2
3
3
Jensen's Alpha
-16.57
-16.57
-17
0
2
4.5
4.5
Omega Ratio
0.58
0.58
0
1
1.5
2.5
2.5
Treynor Ratio
-0.59
-0.59
-1
0.75
1.25
2
2
Information Ratio
-0.45
-0.45
-1
0.3
0.6
1
1
Calmar Ratio
-0.19
-0.19
-1
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
14.08
High:BAS.DE
150.18BAS.DELow:
03690.HK
-260.1203690.HKDetails
PEG Ratio
952.65
High:O
3,078.06OLow:
NIO
-125.34NIODetails
Price/Book
1.19
High:NIO
19.99NIOLow:MO
-40.06MODetails
Price/Sales
0.76
High:TRIG.L
12.18TRIG.LLow:VOW3.DE
0.16VOW3.DEDetails
Price/CF
6.71
High:03690.HK
64.3903690.HKLow:OGZDL.L
2.84OGZDL.LDetails
Price/FCF
84.27
High:BABA
1,196.17BABALow:STLAM.MI
8.12STLAM.MIDetails
P/E Ratio
14.08
High:BAS.DE
150.18BAS.DELow:03690.HK
-260.1203690.HKDetails
PEG Ratio
952.65
High:O
3,078.06OLow:NIO
-125.34NIODetails
Price/Book
1.19
High:NIO
19.99NIOLow:MO
-40.06MODetails
Price/Sales
0.76
High:TRIG.L
12.18TRIG.LLow:VOW3.DE
0.16VOW3.DEDetails
Price/CF
6.71
High:03690.HK
64.3903690.HKLow:OGZDL.L
2.84OGZDL.LDetails
Price/FCF
84.27
High:BABA
1,196.17BABALow:STLAM.MI
8.12STLAM.MIDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-67.69% | Aug 2018 | Aug 2021 | 36 |
-46.34% | Nov 2021 | Aug 2025 | 45 |
-11.02% | Sep 2025 | - | 5 |
-8.78% | Sep 2021 | Oct 2021 | 1 |