Loading...
-5.69%
This Month
-9.58%
Year To Date
+0.7%
2 Years
+3.14%
5 Years
+89.31%
10 Years
+6.35%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies34.67%
- 💻 Electronic Technology20.52%
- 💵 Cash10.58%
- 🖥️ Technology Services8.9%
- 🧬 Health Technology3.53%
- 🛠️ Producer Manufacturing3.12%
- 📊 ETFs3.02%
- 🛍️ Retail Trade1.9%
- 🍞 Consumer Non Durables1.55%
- 💰 Finance1.09%
- ⛏️ Energy Minerals0.76%
- 🪨 Non Energy Minerals0.62%
- ⚡ Utilities0.47%
- 🚚 Transportation0.42%
- 🧪 Process Industries0.41%
- 📈 Indexes0.4%
- 🚗 Consumer Durables0.37%
- 📡 Communications0.32%
- 🧩 Miscellaneous0.2%
- 💼 Commercial Services0.15%
- 🏭 Industrial Services0.1%
- 🏥 Health Services0.1%
- 💇♀️ Consumer Services0.07%
- 💹 Forex0.06%
- ❓ Other0.05%
- 📦 Distribution Services0.03%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency34.67%
- 🇺🇸 Nasdaq30.1%
- 🇺🇸 NYSE12.04%
- 🇬🇧 LSE2.28%
- 🇳🇱 Euronext Amsterdam0.68%
- 🇩🇪 FRA0.62%
- 🇫🇷 Euronext Paris0.41%
- 🇭🇰 Hong Kong Exchanges0.41%
- 🌍 CFD0.4%
- 🇩🇪 Xetra ETFs0.32%
- 🇩🇰 Copenhagen Stock Exchange0.27%
- 🇸🇪 Stockholm Stock Exchange0.2%
- 🇪🇸 Bolsa De Madrid0.08%
- 🇦🇺 Sydney0.08%
- 🇮🇹 Borsa Italiana0.07%
- 🌍 FX0.06%
- 🇺🇸 Chicago Board Options Exchange0.05%
- Regular Trading Hours - RTH0.05%
- 🇵🇹 Euronext Lisbon0.03%
- 🇺🇸 OTC Markets Stock Exchange0%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States35.72%
- 🇬🇧 United Kingdom1.86%
- 🇳🇱 Netherlands1.81%
- 🇨🇳 China1.08%
- 🇹🇼 Taiwan0.74%
- 🇩🇪 Germany0.62%
- 🇩🇰 Denmark0.5%
- 🇮🇪 Ireland0.42%
- 🇫🇷 France0.3%
- 🇰🇷 South Korea0.25%
- 🇨🇦 Canada0.23%
- 🇸🇪 Sweden0.2%
- 🇨🇭 Switzerland0.1%
- 🇪🇸 Spain0.08%
- 🇦🇺 Australia0.08%
- 🇮🇹 Italy0.07%
- 🇵🇷 Puerto Rico0.07%
- 🇺🇾 Uruguay0.06%
- 🇫🇮 Finland0.05%
- 🇧🇲 Bermuda0.05%
- 🇮🇱 Israel0.05%
- 🇯🇵 Japan0.03%
- 🇵🇹 Portugal0.03%
- 🇨🇿 Czech Republic0.03%
- 🇰🇾 Cayman Islands0.02%
- 🇭🇰 Hong Kong0%
Dividends
Dividend Yield
0.3%
118 out of 265 instruments pay dividend.
28 dividend payments in the next 30 days.
Highest Dividend: $RNO.PA (8.06%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 MO | 0.02% | 6% | $3.92 |
 OSB.L | 0.02% | 6.95% | $0.32 |
 VZ | 0.01% | 6.14% | $2.66 |
 CVX.US | 0.01% | 3.7% | $6.28 |
 TXN | 0.01% | 1.9% | $5.14 |
 PFE | 0.01% | 6.69% | $1.66 |
 NG.L | 0.01% | 4% | $0.57 |
 NVDA | 0.01% | 0.13% | $0.02 |
 MNG.L | 0.01% | 6.52% | $0.2 |
 KO | 0.01% | 2.7% | $1.89 |
 JNJ | 0.01% | 2.29% | $4.81 |
 MSFT | 0.01% | 0.83% | $3 |
 BMY | 0.01% | 4.47% | $2.34 |
 RR.L | 0.01% | 0.75% | - |
 TSM | 0.01% | 0.69% | $1.74 |
 PEP | 0.01% | 4.08% | $5.15 |
 MC.PA | 0% | 2.69% | $13 |
 MRK | 0% | 2.78% | $3.04 |
 CMCSA | 0% | 5.64% | $1.2 |
 AMGN | 0% | 2.84% | $8.76 |
 VIS.MC | 0% | 4.62% | $2.43 |
 MDT.US | 0% | 3.48% | $2.77 |
 ENGI.PA | 0% | 5% | $1.43 |
 SHEL | 0% | 3.41% | $2.7 |
 ASML.NV | 0% | 0.52% | $6.1 |
 GOOG | 0% | 0.23% | $0.2 |
 O | 0% | 5.41% | $3.09 |
 MAIN | 0% | 5.96% | $2.85 |
 AMAT | 0% | 0.4% | $1.44 |
 ADS.DE | 0% | 1.71% | $0.7 |
 LRCX | 0% | 0.32% | $8 |
 LMT | 0% | 2.63% | $12.45 |
 AVGO | 0% | 0.62% | $19.7 |
 1787.HK | 0% | 1.65% | - |
 ORCL | 0% | 0.86% | $1.6 |
 LHA.DE | 0% | 3.94% | $0.3 |
 XOM | 0% | 2.68% | $3.76 |
 ASML | 0% | 0.44% | $5.57 |
 NVO | 0% | 2.81% | $0.98 |
 COP | 0% | 2.76% | $3.25 |
 ENI.MI | 0% | 4.69% | $0.94 |
 ABT.US | 0% | 2.67% | $2.16 |
 BABA | 0% | 0.82% | $0.98 |
 UNH | 0% | 2.25% | $7.74 |
 RNO.PA | 0% | 8.06% | $1.85 |
 AIR.PA | 0% | 1.79% | $1.8 |
 DELL | 0% | 0.54% | $1.63 |
 JD.US | 0% | 3.33% | $0.74 |
 BDX | 0% | 2.82% | $3.76 |
 LIN | 0% | 1.22% | $5.33 |
 AZN | 0% | 1.69% | $1.42 |
 DEZ.DE | 0% | 1.88% | $0.17 |
 BP.L | 0% | 4.58% | $0.23 |
 META | 0% | 0.34% | $1 |
 RTX | 0% | 1.54% | $2.44 |
 TSCO | 0% | 3.21% | $4.26 |
 QQ.L | 0% | 2.32% | $0.08 |
 CAT | 0% | 0.65% | $5.31 |
 NOVO-B.CO | 0% | 4.12% | $9.4 |
 EDP.LSB | 0% | 4.61% | $0.2 |
 LLY | 0% | 0.57% | $4.86 |
 GSK | 0% | 3.46% | $1.45 |
 MRVL | 0% | 0.08% | $0.24 |
 GD | 0% | 1.81% | $5.48 |
 CRM | 0% | 0.9% | $0.4 |
 NOC | 0% | 1.74% | $7.67 |
 RYAAY | 0% | 1.24% | $0.93 |
 SMSD.L | 0% | 0.62% | - |
 3692.HK | 0% | 1.26% | - |
 GOOGL | 0% | 0.23% | $0.2 |
 0700.HK | 0% | 1.16% | $3.4 |
 MU | 0% | 0.05% | $0.46 |
 SAABB.ST | 0% | 0.41% | $1.6 |
 BHP.ASX | 0% | 3.19% | $2.35 |
 WPM | 0% | 0.56% | $0.61 |
 PYPL | 0% | 1.01% | - |
 TM | 0% | 3.17% | $4.64 |
 ENR.DE | 0% | 0.44% | - |
 QCOM | 0% | 1.52% | $3.25 |
 NVS | 0% | 2.08% | $3.2 |
 STO.ASX | 0% | 4.46% | $0.4 |
 VST | 0% | 0.6% | $0.85 |
 MAERSKB.CO | 0% | 2.69% | $515 |
 VRT | 0% | 0.07% | $0.06 |
 GLEN.L | 0% | 2.08% | $0.1 |
 IFF | 0% | 2.25% | $2.42 |
 AESI | 0% | 2.74% | $0.78 |
 ETN | 0% | 1.04% | $3.6 |
 SPGI | 0% | 0.92% | $3.62 |
 SLB | 0% | 2.03% | $1.05 |
 KGC | 0% | 0.5% | $0.12 |
 WST | 0% | 0.28% | $0.8 |
 SMSN.L | 0% | 0.4% | $23.68 |
 LPX | 0% | 1.63% | $1 |
 NOK | 0% | 0.72% | $0.1 |
 TECH | 0% | 0.62% | $0.32 |
 HO.PA | 0% | 1.68% | $3.4 |
 RHM.DE | 0% | 0.94% | $5.7 |
 0968.HK | 0% | 1.98% | $0.23 |
 LDO.MI | 0% | 1.21% | $0.28 |
 AMKR | 0% | 0.45% | $0.31 |
 BA.L | 0% | 1.87% | $0.3 |
 3750.HK | 0% | 0.5% | - |
 GEV | 0% | 0.18% | - |
 MA | 0% | 0.68% | $2.46 |
 HWM | 0% | 0.19% | $0.19 |
 IBM | 0% | 2.26% | $6.65 |
 NEE | 0% | 2.79% | $1.97 |
 AAPL | 0% | 0.34% | $0.97 |
 QQQ | 0% | 0.38% | - |
 CRS | 0% | 0.16% | $0.8 |
 00241.HK | 0% | 1.92% | - |
 1698.HK | 0% | 2.61% | - |
 DIS | 0% | 1.51% | $0.75 |
 ENS.US | 0% | 0.44% | $0.9 |
 SCCO | 0% | -1.86% | $-3.76 |
 V | 0% | -0.81% | $-2.01 |
 HOG | 0% | -3.02% | $-0.67 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
LDO.MI | Pay Day | Jun 24, 2026 | $0.74 |
META | Pay Day | Jun 25, 2026 | $0.53 |
HOG | Pay Day | Jun 25, 2026 | -$0.19 |
PYPL | Pay Day | Jun 25, 2026 | $0.14 |
QCOM | Pay Day | Jun 25, 2026 | $0.92 |
LMT | Pay Day | Jun 26, 2026 | $3.45 |
NVDA | Pay Day | Jun 26, 2026 | $0.25 |
BP.L | Pay Day | Jun 26, 2026 | $0.08 |
SHEL | Pay Day | Jun 29, 2026 | $0.78 |
VIS.MC | Pay Day | Jun 29, 2026 | $0.89 |
DIS | Ex-Dividend | Jun 30, 2026 | $0.75 |
PEP | Pay Day | Jun 30, 2026 | $1.48 |
BDX | Pay Day | Jun 30, 2026 | $1.05 |
VST | Pay Day | Jun 30, 2026 | $0.23 |
KO | Pay Day | Jul 1, 2026 | $0.53 |
CMCSA | Ex-Dividend | Jul 1, 2026 | $0.33 |
ENS.US | Pay Day | Jul 2, 2026 | $0.26 |
CRM | Pay Day | Jul 2, 2026 | $0.44 |
3692.HK | Ex-Dividend | Jul 3, 2026 | $0.03 |
MRK | Pay Day | Jul 8, 2026 | $0.85 |
LRCX | Pay Day | Jul 8, 2026 | $0.26 |
SLB | Pay Day | Jul 9, 2026 | $0.29 |
TSM | Pay Day | Jul 9, 2026 | $0.95 |
GSK | Pay Day | Jul 9, 2026 | $0.46 |
MO | Pay Day | Jul 10, 2026 | $1.06 |
IFF | Pay Day | Jul 10, 2026 | $0.40 |
BABA | Pay Day | Jul 13, 2026 | $1.05 |
GEV | Pay Day | Jul 14, 2026 | $0.50 |
DIS | Pay Day | Jul 22, 2026 | $0.75 |
CMCSA | Pay Day | Jul 22, 2026 | $0.33 |
NG.L | Pay Day | Jul 23, 2026 | $0.43 |
QQ.L | Ex-Dividend | Jul 23, 2026 | $0.11 |
3692.HK | Pay Day | Jul 24, 2026 | $0.03 |
QQ.L | Pay Day | Aug 20, 2026 | $0.11 |
GLEN.L | Ex-Dividend | Aug 26, 2026 | $0.09 |
GLEN.L | Pay Day | Sep 18, 2026 | $0.09 |
Performance Metrics
Score 4/10
Beta
0.6
0.6
0
0.8
1.2
0
2
Sharpe Ratio
0.35
0.35
0
0.5
1
1.5
1.5
Sortino Ratio
0.58
0.58
0
1
2
3
3
Jensen's Alpha
-1.19
-1.19
-2
0
2
4.5
4.5
Omega Ratio
0.74
0.74
0
1
1.5
2.5
2.5
Treynor Ratio
0.81
0.81
0
0.75
1.25
2
2
Information Ratio
-0.39
-0.39
-1
0.3
0.6
1
1
Calmar Ratio
0.24
0.24
0
0.3
0.6
1
1
Beta
0.6
0.6
0
0.8
1.2
0
2
Sharpe Ratio
0.35
0.35
0
0.5
1
1.5
1.5
Sortino Ratio
0.58
0.58
0
1
2
3
3
Jensen's Alpha
-1.19
-1.19
-2
0
2
4.5
4.5
Omega Ratio
0.74
0.74
0
1
1.5
2.5
2.5
Treynor Ratio
0.81
0.81
0
0.75
1.25
2
2
Information Ratio
-0.39
-0.39
-1
0.3
0.6
1
1
Calmar Ratio
0.24
0.24
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
33.96
High:
DDOG
650.12DDOGLow:
BIDU
-5,810.34BIDUDetails
PEG Ratio
27.45
High:ENI.MI
5,682.88ENI.MILow:
CRWD
-5,187.17CRWDDetails
Price/Book
14.28
High:MA
63.6MALow:DELL
-111.41DELLDetails
Price/Sales
12.52
High:
CRSP
1,333.2CRSPLow:
VKTX
-VKTXDetails
Price/CF
27.81
High:
BULL
1,936.14BULLLow:LHA.DE
2.14LHA.DEDetails
Price/FCF
53.96
High:TXN
4,155.74TXNLow:
ACGL
5.94ACGLDetails
P/E Ratio
33.96
High:DDOG
650.12DDOGLow:BIDU
-5,810.34BIDUDetails
PEG Ratio
27.45
High:ENI.MI
5,682.88ENI.MILow:CRWD
-5,187.17CRWDDetails
Price/Book
14.28
High:MA
63.6MALow:DELL
-111.41DELLDetails
Price/Sales
12.52
High:CRSP
1,333.2CRSPLow:VKTX
-VKTXDetails
Price/CF
27.81
High:BULL
1,936.14BULLLow:LHA.DE
2.14LHA.DEDetails
Price/FCF
53.96
High:TXN
4,155.74TXNLow:ACGL
5.94ACGLDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-29.17% | Oct 2025 | - | 9 |
-19.8% | Feb 2025 | Jul 2025 | 5 |
-16.13% | Nov 2021 | Feb 2024 | 27 |
-14.1% | Apr 2024 | Nov 2024 | 7 |
-9.26% | Feb 2020 | Apr 2020 | 2 |
-7.84% | Feb 2018 | Apr 2019 | 14 |
-5.64% | Dec 2024 | Jan 2025 | 1 |
-5.05% | Jan 2016 | May 2017 | 16 |
-2.89% | Jul 2021 | Oct 2021 | 3 |
-1.98% | Jul 2019 | Oct 2019 | 3 |
-1.91% | May 2019 | Jun 2019 | 1 |
-1.72% | Sep 2020 | Nov 2020 | 2 |
-1.33% | Aug 2015 | Sep 2015 | 1 |
-0.29% | May 2021 | Jun 2021 | 1 |