Loading...
-3.97%
This Month
-5.09%
Year To Date
+8.85%
2 Years
+8.33%
5 Years
-77.99%
10 Years
-18.28%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💰 Finance29.14%
- 🪙 Cryptocurrencies19.77%
- 🚗 Consumer Durables16.21%
- 🪨 Non Energy Minerals12.5%
- 🍞 Consumer Non Durables10.8%
- ⚡ Utilities5.53%
- 🧬 Health Technology3.73%
- 🧪 Process Industries1.13%
- 🛠️ Producer Manufacturing0.61%
- 📡 Communications0.36%
- 🖥️ Technology Services0.1%
- ⛏️ Energy Minerals0.08%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE40.11%
- 🌍 Digital Currency19.77%
- 🇩🇪 FRA15.81%
- 🇬🇧 LSE13.77%
- 🇮🇹 Borsa Italiana6.69%
- 🇺🇸 Nasdaq3.1%
- 🇭🇰 Hong Kong Exchanges0.56%
- 🇳🇴 Oslo Stock Exchange0.14%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States42.84%
- 🇩🇪 Germany15.81%
- 🇬🇧 United Kingdom13.68%
- 🇮🇹 Italy5.53%
- 🇳🇱 Netherlands1.17%
- 🇨🇳 China0.93%
- 🇳🇴 Norway0.14%
- 🇷🇺 Russia0.08%
Dividends
Dividend Yield
4.91%
15 out of 20 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 | 1.06% | 7.22% | $9.06 |
 O | 0.68% | 5% | $3.09 |
 MAIN | 0.66% | 5.58% | $2.85 |
 MO | 0.63% | 6.22% | $3.92 |
 RIO.L | 0.56% | 4.47% | $3.41 |
 AGNC | 0.43% | 13.95% | $1.44 |
 ENEL.MI | 0.28% | 5.02% | $0.43 |
 PFE | 0.24% | 6.48% | $1.66 |
 STLAM.MI | 0.14% | 11.93% | $1.55 |
 TRIG.L | 0.07% | 11.4% | $0.07 |
 OGZDL.L | 0.06% | 67.74% | - |
 BAS.DE | 0.05% | 4.66% | $3.4 |
 ULVR.L | 0.02% | 3.54% | $1.47 |
 VZ | 0.02% | 5.42% | $2.66 |
 0968.HK | 0.01% | 1.5% | $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
-0.19
-0.19
-1
1
2
3
3
Jensen's Alpha
-16.4
-16.4
-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
-0.19
-0.19
-1
1
2
3
3
Jensen's Alpha
-16.4
-16.4
-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
15.69
High:O
55.39OLow:
03690.HK
-207.0903690.HKDetails
PEG Ratio
187.75
High:O
290.45OLow:
NIO
-16.62NIODetails
Price/Book
1.23
High:NIO
25.51NIOLow:MO
-32.46MODetails
Price/Sales
0.8
High:TRIG.L
12.58TRIG.LLow:STLAM.MI
0.11STLAM.MIDetails
Price/CF
7.4
High:03690.HK
64.3903690.HKLow:OGZDL.L
2.84OGZDL.LDetails
Price/FCF
71.47
High:MAIN
664.56MAINLow:STLAM.MI
8.12STLAM.MIDetails
P/E Ratio
15.69
High:O
55.39OLow:03690.HK
-207.0903690.HKDetails
PEG Ratio
187.75
High:O
290.45OLow:NIO
-16.62NIODetails
Price/Book
1.23
High:NIO
25.51NIOLow:MO
-32.46MODetails
Price/Sales
0.8
High:TRIG.L
12.58TRIG.LLow:STLAM.MI
0.11STLAM.MIDetails
Price/CF
7.4
High:03690.HK
64.3903690.HKLow:OGZDL.L
2.84OGZDL.LDetails
Price/FCF
71.47
High:MAIN
664.56MAINLow: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 |
-14.14% | Sep 2025 | - | 7 |
-8.78% | Sep 2021 | Oct 2021 | 1 |