Loading...
+0.44%
This Month
+9.19%
Year To Date
+41.19%
2 Years
+36.73%
5 Years
-42.62%
10 Years
-6.1%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🧩 Miscellaneous25.14%
- 📊 ETFs13.87%
- 🪙 Cryptocurrencies9.85%
- 🖥️ Technology Services5.16%
- ⛏️ Energy Minerals3.43%
- 🛍️ Retail Trade3.42%
- 🚗 Consumer Durables3.33%
- 💇♀️ Consumer Services2.62%
- 🍞 Consumer Non Durables2.38%
- 💰 Finance1.14%
- 💻 Electronic Technology0.7%
- 🧬 Health Technology0.67%
- 💼 Commercial Services0.54%
- 🛠️ Producer Manufacturing0.52%
- ⚡ Utilities0.27%
- 🚚 Transportation0.26%
- 🪨 Non Energy Minerals0.15%
- 💵 Cash0.06%
Exchanges Breakdown
- Exchange
- Total
- 🇬🇧 LSE24.59%
- 🇺🇸 NYSE23.33%
- 🇺🇸 Nasdaq12.36%
- 🌍 Digital Currency9.85%
- 🇺🇸 Chicago Board Options Exchange1.13%
- 🇩🇪 FRA0.83%
- 🇫🇷 Euronext Paris0.65%
- 🇭🇰 Hong Kong Exchanges0.52%
- 🇩🇪 Xetra ETFs0.15%
- 🇳🇱 Euronext Amsterdam0.04%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States13.69%
- 🇧🇷 Brazil3.43%
- 🇬🇧 United Kingdom2.21%
- 🇨🇳 China1.49%
- 🇺🇾 Uruguay1.32%
- 🇩🇪 Germany0.83%
- 🇩🇰 Denmark0.67%
- 🇫🇷 France0.65%
- 🇸🇪 Sweden0.27%
- 🇳🇱 Netherlands0.04%
Dividends
Dividend Yield
0.67%
35 out of 99 instruments pay dividend.
2 dividend payments in the next 30 days.
Highest Dividend: $EVR.L (17.85%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 PBR.A | 0.17% | 5.01% | $2.21 |
 VOW3.DE | 0.06% | 7.44% | $9.06 |
 KHC | 0.05% | 6.88% | $1.6 |
 PEP | 0.05% | 4.5% | $5.15 |
 BTRW.L | 0.04% | 5.15% | $0.28 |
 PSN.L | 0.03% | 4.59% | $0.6 |
 MCD | 0.03% | 3.15% | $6.53 |
 EVR.L | 0.03% | 17.85% | - |
 RNO.PA | 0.03% | 8.47% | $1.85 |
 NVO | 0.02% | 3.18% | $0.98 |
 O | 0.02% | 5.93% | $3.09 |
 UUP | 0.02% | 3.23% | - |
 NKE | 0.02% | 4.57% | $1.45 |
 LLOY.L | 0.01% | 3.41% | $0.03 |
 DIA.US | 0.01% | 1.37% | - |
 MSFT | 0.01% | 0.7% | $3 |
 DPZ | 0.01% | 2.5% | $5.44 |
 VIE.PA | 0.01% | 4.87% | $1.25 |
 NWG.L | 0.01% | 4.73% | $0.17 |
 LEVI | 0.01% | 2.97% | $0.48 |
 BBW | 0.01% | 3.65% | $0.4 |
 BABA | 0.01% | 0.95% | $0.98 |
 SPGI | 0% | 0.98% | $3.62 |
 01211.HK | 0% | 0.54% | $3.41 |
 META | 0% | 0.29% | $1 |
 INGA.NV | 0% | 3.36% | $1.11 |
 DIS | 0% | 1.42% | $0.75 |
 PYPL | 0% | 0.79% | - |
 BAC | 0% | 2.04% | $0.96 |
 JPM | 0% | 1.8% | $4.4 |
 NVDA | 0% | 0.12% | $0.02 |
 RR.L | 0% | 0.65% | - |
 ISF.L | 0% | 0.03% | - |
 GOOG | 0% | 0.25% | $0.2 |
 MU | 0% | 0.05% | $0.46 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
JPM | Ex-Dividend | Oct 6, 2026 | $1.50 |
MU | Ex-Dividend | Oct 6, 2026 | $0.15 |
BBW | Pay Day | Oct 8, 2026 | $0.23 |
O | Pay Day | Oct 15, 2026 | $0.27 |
LEVI | Ex-Dividend | Oct 22, 2026 | $0.14 |
MSFT | Ex-Dividend | Nov 20, 2026 | $0.91 |
SPGI | Ex-Dividend | Nov 26, 2026 | $0.97 |
MCD | Ex-Dividend | Dec 1, 2026 | $1.86 |
NKE | Ex-Dividend | Dec 1, 2026 | $0.41 |
GOOG | Ex-Dividend | Dec 4, 2026 | $0.22 |
BAC | Ex-Dividend | Dec 4, 2026 | $0.28 |
PEP | Ex-Dividend | Dec 4, 2026 | $1.48 |
PYPL | Ex-Dividend | Dec 4, 2026 | $0.14 |
KHC | Ex-Dividend | Dec 4, 2026 | $0.40 |
NVDA | Ex-Dividend | Dec 10, 2026 | $0.25 |
DPZ | Ex-Dividend | Dec 15, 2026 | $1.99 |
PSN.L | Ex-Dividend | Dec 16, 2026 | $0.54 |
META | Ex-Dividend | Dec 21, 2026 | $0.53 |
BBW | Ex-Dividend | Dec 24, 2026 | $0.23 |
DIS | Ex-Dividend | Dec 30, 2026 | $0.75 |
INGA.NV | Ex-Dividend | Feb 3, 2027 | $0.88 |
LLOY.L | Ex-Dividend | Feb 4, 2027 | $0.03 |
NVO | Ex-Dividend | Feb 17, 2027 | $1.22 |
NWG.L | Ex-Dividend | Feb 25, 2027 | $0.31 |
BTRW.L | Ex-Dividend | Mar 29, 2027 | $0.07 |
RNO.PA | Ex-Dividend | May 8, 2027 | $2.60 |
VIE.PA | Ex-Dividend | May 11, 2027 | $1.77 |
BABA | Ex-Dividend | Jun 11, 2027 | $1.05 |
01211.HK | Ex-Dividend | Jun 11, 2027 | $0.05 |
VOW3.DE | Ex-Dividend | Jun 19, 2027 | $6.04 |
Performance Metrics
Score 2.5/10
Beta
0.91
0.91
0
0.8
1.2
0
2
Sharpe Ratio
-0.11
-0.11
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.15
-0.15
-1
1
2
3
3
Jensen's Alpha
-12.64
-12.64
-13
0
2
4.5
4.5
Omega Ratio
0.61
0.61
0
1
1.5
2.5
2.5
Treynor Ratio
-0.32
-0.32
-1
0.75
1.25
2
2
Information Ratio
-0.5
-0.5
-1
0.3
0.6
1
1
Calmar Ratio
-0.07
-0.07
-1
0.3
0.6
1
1
Beta
0.91
0.91
0
0.8
1.2
0
2
Sharpe Ratio
-0.11
-0.11
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.15
-0.15
-1
1
2
3
3
Jensen's Alpha
-12.64
-12.64
-13
0
2
4.5
4.5
Omega Ratio
0.61
0.61
0
1
1.5
2.5
2.5
Treynor Ratio
-0.32
-0.32
-1
0.75
1.25
2
2
Information Ratio
-0.5
-0.5
-1
0.3
0.6
1
1
Calmar Ratio
-0.07
-0.07
-1
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
25.47
High:
TSLA
372.52TSLALow:
BIDU
-5,065.95BIDUDetails
PEG Ratio
99.56
High:JPM
653.32JPMLow:
FCEL
-28.12FCELDetails
Price/Book
6.34
High:RR.L
44.55RR.LLow:MCD
-151.69MCDDetails
Price/Sales
5.28
High:
SPCE
155.93SPCELow:
AF.PA
0.09AF.PADetails
Price/CF
16.83
High:PSN.L
153.98PSN.LLow:AF.PA
0.88AF.PADetails
Price/FCF
57
High:BABA
1,196.17BABALow:JPM
6.1JPMDetails
P/E Ratio
25.47
High:TSLA
372.52TSLALow:BIDU
-5,065.95BIDUDetails
PEG Ratio
99.56
High:JPM
653.32JPMLow:FCEL
-28.12FCELDetails
Price/Book
6.34
High:RR.L
44.55RR.LLow:MCD
-151.69MCDDetails
Price/Sales
5.28
High:SPCE
155.93SPCELow:AF.PA
0.09AF.PADetails
Price/CF
16.83
High:PSN.L
153.98PSN.LLow:AF.PA
0.88AF.PADetails
Price/FCF
57
High:BABA
1,196.17BABALow:JPM
6.1JPMDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-83.08% | Jan 2018 | - | 105 |