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+2.39%
This Month
+6.88%
Year To Date
+41.4%
2 Years
+31.57%
5 Years
-43.84%
10 Years
-6.56%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🧩 Miscellaneous25.98%
- 📊 ETFs15.2%
- 🪙 Cryptocurrencies8.7%
- 🖥️ Technology Services4.89%
- 🛍️ Retail Trade3.48%
- ⛏️ Energy Minerals3.46%
- 🚗 Consumer Durables3.36%
- 🍞 Consumer Non Durables2.15%
- 💇♀️ Consumer Services2.08%
- 🏥 Health Services1.36%
- 💵 Cash1.22%
- 🧬 Health Technology0.8%
- 💰 Finance0.71%
- 🛠️ Producer Manufacturing0.65%
- 💻 Electronic Technology0.57%
- 🚚 Transportation0.27%
- 🪨 Non Energy Minerals0.15%
- 💼 Commercial Services0.13%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE25.14%
- 🇬🇧 LSE24.82%
- 🇺🇸 Nasdaq12.06%
- 🌍 Digital Currency8.7%
- 🇺🇸 Chicago Board Options Exchange1.18%
- 🇩🇪 FRA0.87%
- 🇭🇰 Hong Kong Exchanges0.65%
- 🇫🇷 Euronext Paris0.46%
- 🇳🇴 Oslo Stock Exchange0.06%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States13.42%
- 🇧🇷 Brazil3.29%
- 🇬🇧 United Kingdom1.98%
- 🇨🇳 China1.88%
- 🇺🇾 Uruguay1.02%
- 🇩🇪 Germany0.87%
- 🇩🇰 Denmark0.8%
- 🇫🇷 France0.46%
- 🇸🇪 Sweden0.28%
- 🇳🇴 Norway0.06%
Dividends
Dividend Yield
0.6%
34 out of 96 instruments pay dividend.
4 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 | 0.18% | 5.39% | $2.21 |
 VOW3.DE | 0.05% | 5.75% | $9.06 |
 KHC | 0.05% | 6.75% | $1.6 |
 BTRW.L | 0.04% | 6.55% | $0.28 |
 UNH | 0.03% | 2.29% | $7.74 |
 PSN.L | 0.03% | 5.38% | $0.6 |
 EVR.L | 0.03% | 17.85% | - |
 RNO.PA | 0.03% | 7.55% | $1.85 |
 NVO | 0.02% | 2.74% | $0.98 |
 UUP | 0.02% | 3.34% | - |
 NKE | 0.02% | 3.64% | $1.45 |
 MCD | 0.02% | 2.61% | $6.53 |
 DIA.US | 0.01% | 1.39% | - |
 LLOY.L | 0.01% | 3.6% | $0.03 |
 DPZ | 0.01% | 2.36% | $5.44 |
 MSFT | 0.01% | 0.85% | $3 |
 NWG.L | 0.01% | 5.45% | $0.17 |
 BBW | 0.01% | 2.41% | $0.4 |
 BABA | 0.01% | 0.79% | $0.98 |
 01211.HK | 0% | 0.44% | $3.41 |
 EQNR.OL | 0% | 4.11% | $13.95 |
 TTE.PA | 0% | 4.37% | $3.06 |
 META | 0% | 0.34% | $1 |
 SHEL.L | 0% | 3.47% | $0.8 |
 BP.L | 0% | 4.78% | $0.23 |
 DIS | 0% | 1.45% | $0.75 |
 PYPL | 0% | 0.95% | - |
 NVDA | 0% | 0.13% | $0.02 |
 RR.L | 0% | 0.75% | - |
 BAC | 0% | 2.15% | $0.96 |
 JPM | 0% | 1.95% | $4.4 |
 C | 0% | 1.9% | $2.12 |
 GS | 0% | 1.69% | $11 |
 ISF.L | 0% | 0.03% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
NKE | Ex-Dividend | Jun 1, 2026 | $0.41 |
GS | Ex-Dividend | Jun 1, 2026 | $4.50 |
MCD | Ex-Dividend | Jun 2, 2026 | $1.86 |
RR.L | Pay Day | Jun 3, 2026 | $0.07 |
NVDA | Ex-Dividend | Jun 4, 2026 | $0.25 |
PYPL | Ex-Dividend | Jun 4, 2026 | $0.14 |
BAC | Ex-Dividend | Jun 5, 2026 | $0.28 |
KHC | Ex-Dividend | Jun 5, 2026 | $0.40 |
MSFT | Pay Day | Jun 11, 2026 | $0.91 |
BABA | Ex-Dividend | Jun 11, 2026 | $1.05 |
01211.HK | Ex-Dividend | Jun 11, 2026 | $0.05 |
DPZ | Ex-Dividend | Jun 15, 2026 | $1.99 |
MCD | Pay Day | Jun 16, 2026 | $1.86 |
PSN.L | Ex-Dividend | Jun 18, 2026 | $0.54 |
PYPL | Pay Day | Jun 25, 2026 | $0.14 |
BAC | Pay Day | Jun 26, 2026 | $0.28 |
NVDA | Pay Day | Jun 26, 2026 | $0.25 |
BP.L | Pay Day | Jun 26, 2026 | $0.08 |
KHC | Pay Day | Jun 26, 2026 | $0.40 |
GS | Pay Day | Jun 29, 2026 | $4.50 |
SHEL.L | Pay Day | Jun 29, 2026 | $0.39 |
DIS | Ex-Dividend | Jun 30, 2026 | $0.75 |
TTE.PA | Ex-Dividend | Jun 30, 2026 | $1.01 |
DPZ | Pay Day | Jun 30, 2026 | $1.99 |
NKE | Pay Day | Jul 1, 2026 | $0.41 |
TTE.PA | Pay Day | Jul 2, 2026 | $1.01 |
JPM | Ex-Dividend | Jul 6, 2026 | $1.50 |
PSN.L | Pay Day | Jul 10, 2026 | $0.54 |
BABA | Pay Day | Jul 13, 2026 | $1.05 |
DIS | Pay Day | Jul 22, 2026 | $0.75 |
JPM | Pay Day | Jul 31, 2026 | $1.50 |
01211.HK | Pay Day | Jul 31, 2026 | $0.05 |
EQNR.OL | Ex-Dividend | Aug 13, 2026 | $0.39 |
EQNR.OL | Pay Day | Aug 27, 2026 | $0.39 |
Performance Metrics
Score 2.5/10
Beta
0.88
0.88
0
0.8
1.2
0
2
Sharpe Ratio
-0.12
-0.12
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.16
-0.16
-1
1
2
3
3
Jensen's Alpha
-11.53
-11.53
-12
0
2
4.5
4.5
Omega Ratio
0.65
0.65
0
1
1.5
2.5
2.5
Treynor Ratio
-0.38
-0.38
-1
0.75
1.25
2
2
Information Ratio
-0.45
-0.45
-1
0.3
0.6
1
1
Calmar Ratio
-0.08
-0.08
-1
0.3
0.6
1
1
Beta
0.88
0.88
0
0.8
1.2
0
2
Sharpe Ratio
-0.12
-0.12
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.16
-0.16
-1
1
2
3
3
Jensen's Alpha
-11.53
-11.53
-12
0
2
4.5
4.5
Omega Ratio
0.65
0.65
0
1
1.5
2.5
2.5
Treynor Ratio
-0.38
-0.38
-1
0.75
1.25
2
2
Information Ratio
-0.45
-0.45
-1
0.3
0.6
1
1
Calmar Ratio
-0.08
-0.08
-1
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
27.58
High:
TSLA
389.19TSLALow:
BIDU
-5,508.19BIDUDetails
PEG Ratio
82.51
High:JPM
594.96JPMLow:
FCEL
-31.31FCELDetails
Price/Book
6.23
High:RR.L
38.68RR.LLow:MCD
-155.93MCDDetails
Price/Sales
4.36
High:
SPCE
196.58SPCELow:
AF.PA
0.09AF.PADetails
Price/CF
16.56
High:PSN.L
153.98PSN.LLow:AF.PA
0.53AF.PADetails
Price/FCF
58.11
High:BABA
1,196.17BABALow:GS
2.44GSDetails
P/E Ratio
27.58
High:TSLA
389.19TSLALow:BIDU
-5,508.19BIDUDetails
PEG Ratio
82.51
High:JPM
594.96JPMLow:FCEL
-31.31FCELDetails
Price/Book
6.23
High:RR.L
38.68RR.LLow:MCD
-155.93MCDDetails
Price/Sales
4.36
High:SPCE
196.58SPCELow:AF.PA
0.09AF.PADetails
Price/CF
16.56
High:PSN.L
153.98PSN.LLow:AF.PA
0.53AF.PADetails
Price/FCF
58.11
High:BABA
1,196.17BABALow:GS
2.44GSDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-83.08% | Jan 2018 | - | 101 |