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+3.56%
This Month
-11.36%
Year To Date
+2.93%
2 Years
+2.92%
5 Years
+90.66%
10 Years
+6.25%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies40.35%
- 💻 Electronic Technology14.79%
- 💵 Cash10.76%
- 🖥️ Technology Services8.31%
- 🧬 Health Technology3.97%
- 📊 ETFs3.92%
- 🛠️ Producer Manufacturing1.97%
- 🛍️ Retail Trade1.75%
- 💰 Finance1.46%
- ⛏️ Energy Minerals1.16%
- 🍞 Consumer Non Durables1%
- 🪨 Non Energy Minerals0.77%
- 🧪 Process Industries0.52%
- 📈 Indexes0.52%
- 🚗 Consumer Durables0.47%
- ⚡ Utilities0.44%
- 🏭 Industrial Services0.32%
- 🚚 Transportation0.29%
- 📡 Communications0.26%
- 💼 Commercial Services0.16%
- 🧩 Miscellaneous0.15%
- 🏥 Health Services0.12%
- 💇♀️ Consumer Services0.1%
- ❓ Other0.05%
- 📦 Distribution Services0.03%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency40.35%
- 🇺🇸 Nasdaq23.82%
- 🇺🇸 NYSE12.71%
- 🇬🇧 LSE1.77%
- 🇩🇪 FRA0.72%
- 🇳🇱 Euronext Amsterdam0.72%
- 🌍 CFD0.52%
- 🇭🇰 Hong Kong Exchanges0.5%
- 🇩🇪 Xetra ETFs0.39%
- 🇫🇷 Euronext Paris0.29%
- 🇩🇰 Copenhagen Stock Exchange0.28%
- 🇸🇪 Stockholm Stock Exchange0.28%
- 🇦🇺 Sydney0.17%
- 🇺🇸 Chicago Board Options Exchange0.16%
- 🇪🇸 Bolsa De Madrid0.11%
- Regular Trading Hours - RTH0.05%
- 🇮🇹 Borsa Italiana0.03%
- 🇵🇹 Euronext Lisbon0.03%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States29.09%
- 🇬🇧 United Kingdom2.2%
- 🇳🇱 Netherlands1.28%
- 🇨🇳 China1.26%
- 🇩🇪 Germany0.77%
- 🇹🇼 Taiwan0.77%
- 🇩🇰 Denmark0.53%
- 🇮🇪 Ireland0.36%
- 🇨🇿 Czech Republic0.35%
- 🇸🇪 Sweden0.28%
- 🇫🇷 France0.17%
- 🇦🇺 Australia0.17%
- 🇪🇸 Spain0.11%
- 🇨🇭 Switzerland0.1%
- 🇲🇽 Mexico0.08%
- 🇮🇱 Israel0.07%
- 🇺🇾 Uruguay0.06%
- 🇨🇦 Canada0.05%
- 🇧🇲 Bermuda0.04%
- 🇯🇵 Japan0.03%
- 🇮🇹 Italy0.03%
- 🇵🇹 Portugal0.03%
- 🇰🇷 South Korea0.03%
- 🇦🇹 Austria0.01%
- 🇱🇺 Luxembourg0.01%
- 🇿🇦 South Africa0.01%
- 🇭🇰 Hong Kong0.01%
- 🇫🇮 Finland0.01%
Dividends
Dividend Yield
0.33%
152 out of 313 instruments pay dividend.
33 dividend payments in the next 30 days.
Highest Dividend: $LGEN.L (8.28%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 MO | 0.02% | 6.32% | $3.92 |
 CVX | 0.02% | 3.62% | $6.28 |
 VZ | 0.01% | 5.68% | $2.66 |
 TXN | 0.01% | 2.73% | $5.14 |
 PFE | 0.01% | 6.26% | $1.66 |
 MSFT | 0.01% | 0.92% | $3 |
 OSB.L | 0.01% | 6.51% | $0.32 |
 KO | 0.01% | 2.68% | $1.89 |
 XOM | 0.01% | 2.63% | $3.76 |
 MNG.L | 0.01% | 6.92% | $0.2 |
 JNJ | 0.01% | 2.16% | $4.81 |
 LGEN.L | 0.01% | 8.28% | $0.2 |
 BMY | 0.01% | 4.31% | $2.34 |
 TSM | 0% | 0.63% | $1.74 |
 PEP | 0% | 3.67% | $5.15 |
 RR.L | 0% | 0.76% | - |
 MRK | 0% | 2.75% | $3.04 |
 AV.L | 0% | 6.14% | $0.33 |
 MDT.US | 0% | 3.28% | $2.77 |
 NVO | 0% | 3.33% | $0.98 |
 AMGN | 0% | 2.84% | $8.76 |
 BP.L | 0% | 4.46% | $0.23 |
 NG.L | 0% | 2.17% | $0.57 |
 ORCL | 0% | 1.2% | $1.6 |
 COP | 0% | 2.64% | $3.25 |
 GOOG | 0% | 0.27% | $0.2 |
 VIS.MC | 0% | 4.18% | $2.43 |
 AVGO | 0% | 0.71% | $19.7 |
 LMT | 0% | 2.17% | $12.45 |
 UNH | 0% | 2.85% | $7.74 |
 ADS.DE | 0% | 2.01% | $0.7 |
 RIO | 0% | 4.22% | $4.34 |
 O | 0% | 5.15% | $3.09 |
 OXY | 0% | 1.69% | $0.8 |
 AMAT | 0% | 0.51% | $1.44 |
 HAL | 0% | 1.87% | $0.66 |
 LIN | 0% | 1.22% | $5.33 |
 QCOM | 0% | 2.78% | $3.25 |
 HSBC | 0% | 4.38% | $3.03 |
 ASML | 0% | 0.53% | $5.57 |
 AWK | 0% | 2.44% | $2.89 |
 BABA | 0% | 0.8% | $0.98 |
 MAIN | 0% | 5.69% | $2.85 |
 LHA.DE | 0% | 4.03% | $0.3 |
 ABT | 0% | 2.35% | $2.16 |
 LRCX | 0% | 0.42% | $8 |
 GSK | 0% | 3.14% | $1.45 |
 AIR.PA | 0% | 1.85% | $1.8 |
 ASML.NV | 0% | 0.62% | $6.1 |
 BDX | 0% | 2.67% | $3.76 |
 RNO.PA | 0% | 7.04% | $1.85 |
 1787.HK | 0% | 0.98% | - |
 HSBA.L | 0% | 4.25% | $0.49 |
 AZN | 0% | 1.57% | $1.42 |
 DELL | 0% | 1.19% | $1.63 |
 MCD | 0% | 2.36% | $6.53 |
 META | 0% | 0.35% | $1 |
 KEY | 0% | 3.88% | $0.82 |
 WCH.DE | 0% | 2.95% | $3 |
 RTX | 0% | 1.37% | $2.44 |
 SLB | 0% | 2.38% | $1.05 |
 MAERSKB.CO | 0% | 3.1% | $515 |
 DB | 0% | 3.9% | $0.49 |
 SAN.PA | 0% | 5.07% | $3.76 |
 2318.HK | 0% | 4.87% | $2.63 |
 LLY | 0% | 0.66% | $4.86 |
 MUV2.DE | 0% | 4.33% | $15 |
 ULVR.L | 0% | 4% | $1.47 |
 CRM | 0% | 0.9% | $0.4 |
 BA.L | 0% | 1.6% | $0.3 |
 NVDA | 0% | 0.02% | $0.02 |
 ALV.DE | 0% | 4.5% | $13.8 |
 NOC | 0% | 1.34% | $7.67 |
 GD | 0% | 1.74% | $5.48 |
 BCS | 0% | 2.04% | $0.39 |
 EDP.LSB | 0% | 4.28% | $0.2 |
 NOVO-B.CO | 0% | 4.84% | $9.4 |
 CS.PA | 0% | 5.59% | $1.98 |
 QQ.L | 0% | 1.86% | $0.08 |
 RHM.DE | 0% | 0.73% | $5.7 |
 MRVL | 0% | 0.21% | $0.24 |
 PG | 0% | 2.95% | $3.83 |
 NEE | 0% | 2.46% | $1.97 |
 CAT | 0% | 0.79% | $5.31 |
 TSCO.L | 0% | 2.97% | $0.12 |
 0700.HK | 0% | 1.04% | $3.4 |
 GOOGL | 0% | 0.27% | $0.2 |
 SAABB.ST | 0% | 0.35% | $1.6 |
 3692.HK | 0% | 0.96% | - |
 JKS | 0% | 5.39% | $1.48 |
 RYAAY | 0% | 1.21% | $0.93 |
 BHP.ASX | 0% | 3.58% | $2.35 |
 TM | 0% | 2.76% | $4.64 |
 VIE.PA | 0% | 4.36% | $1.25 |
 STO.ASX | 0% | 4.52% | $0.4 |
 SHL.ASX | 0% | 5.37% | $1.05 |
 B | 0% | 2.04% | $0.4 |
 NVS | 0% | 2.04% | $3.2 |
 JD.US | 0% | 3.34% | $0.74 |
 MU | 0% | 0.12% | $0.46 |
 DEZ.DE | 0% | 1.89% | $0.17 |
 ABBV | 0% | 3.23% | $6.06 |
 PYPL | 0% | 0.61% | - |
 GLEN.L | 0% | 1.81% | $0.1 |
 VRT | 0% | 0.08% | $0.06 |
 CSCO | 0% | 2% | $1.58 |
 SU.PA | 0% | 1.67% | $3.5 |
 OR.PA | 0% | 1.98% | $6.6 |
 KTN.DE | 0% | 2.97% | $0.5 |
 WST | 0% | 0.34% | $0.8 |
 ENR.DE | 0% | 0.43% | - |
 IFF | 0% | 2.32% | $2.42 |
 HO.PA | 0% | 1.46% | $3.4 |
 SPGI | 0% | 0.88% | $3.62 |
 ETN | 0% | 1.1% | $3.6 |
 LDO.MI | 0% | 1.09% | $0.28 |
 MMM | 0% | 2.01% | $5.21 |
 KKR | 0% | 0.79% | $0.67 |
 LPX | 0% | 1.63% | $1 |
 LLOY.L | 0% | 3.56% | $0.03 |
 HON | 0% | 2.03% | $4.27 |
 DHI | 0% | 1.2% | $1.15 |
 SHEL.L | 0% | 2.44% | $0.8 |
 SBSW | 0% | 2.01% | $0.3 |
 TECH | 0% | 0.6% | $0.32 |
 AIXA.DE | 0% | 0.42% | $0.4 |
 VST | 0% | 0.57% | $0.85 |
 YSN.DE | 0% | 1.37% | $2.36 |
 V | 0% | 0.82% | $2.01 |
 MA | 0% | 0.64% | $2.46 |
 TKA.DE | 0% | 1.75% | $0.15 |
 SMSN.L | 0% | 0.61% | $23.68 |
 AMKR | 0% | 0.7% | $0.31 |
 MPWR | 0% | 0.55% | $4.5 |
 DHR | 0% | 0.7% | $1.05 |
 TMO | 0% | 0.36% | $1.48 |
 AAPL | 0% | 0.4% | $0.97 |
 GPN | 0% | 1.6% | $1 |
 HWM | 0% | 0.19% | $0.19 |
 WPM | 0% | 0.52% | $0.61 |
 SAP | 0% | 1.13% | $1.73 |
 NOK | 0% | 1.34% | $0.1 |
 QQQ | 0% | 0.46% | - |
 HAG.DE | 0% | 0.62% | $0.4 |
 3750.HK | 0% | 0.17% | - |
 CRS | 0% | 0.2% | $0.8 |
 VSEC | 0% | 0.22% | $0.4 |
 DIS | 0% | 1.53% | $0.75 |
 SONY | 0% | 0.5% | $0.49 |
 ENS.US | 0% | 0.58% | $0.9 |
 GEV | 0% | 0.16% | - |
 SCCO | 0% | -1.92% | $-3.76 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
MA | Ex-Dividend | Apr 9, 2026 | $0.87 |
ORCL | Ex-Dividend | Apr 9, 2026 | $0.50 |
JD.US | Ex-Dividend | Apr 9, 2026 | $1.00 |
CRM | Ex-Dividend | Apr 9, 2026 | $0.44 |
LLOY.L | Ex-Dividend | Apr 9, 2026 | $0.03 |
GSK | Pay Day | Apr 9, 2026 | $0.49 |
VZ | Ex-Dividend | Apr 10, 2026 | $0.71 |
GD | Ex-Dividend | Apr 10, 2026 | $1.59 |
ULVR.L | Pay Day | Apr 10, 2026 | $0.64 |
IFF | Pay Day | Apr 10, 2026 | $0.40 |
MRVL | Ex-Dividend | Apr 10, 2026 | $0.06 |
WPM | Pay Day | Apr 10, 2026 | $0.20 |
GEV | Pay Day | Apr 14, 2026 | $0.50 |
MU | Pay Day | Apr 15, 2026 | $0.15 |
ABBV | Ex-Dividend | Apr 15, 2026 | $1.73 |
ABT | Ex-Dividend | Apr 15, 2026 | $0.63 |
TMO | Pay Day | Apr 15, 2026 | $0.47 |
OXY | Pay Day | Apr 15, 2026 | $0.26 |
O | Pay Day | Apr 15, 2026 | $0.27 |
MAIN | Pay Day | Apr 15, 2026 | $0.26 |
MPWR | Pay Day | Apr 15, 2026 | $2.00 |
VSEC | Ex-Dividend | Apr 15, 2026 | $0.10 |
RIO | Pay Day | Apr 16, 2026 | $2.54 |
MDT.US | Pay Day | Apr 17, 2026 | $0.71 |
AIR.PA | Ex-Dividend | Apr 21, 2026 | $3.78 |
DELL | Ex-Dividend | Apr 21, 2026 | $0.63 |
CSCO | Pay Day | Apr 22, 2026 | $0.42 |
AIR.PA | Pay Day | Apr 23, 2026 | $3.78 |
CRM | Pay Day | Apr 23, 2026 | $0.44 |
RR.L | Ex-Dividend | Apr 23, 2026 | $0.07 |
BA.L | Ex-Dividend | Apr 23, 2026 | $0.31 |
ORCL | Pay Day | Apr 24, 2026 | $0.50 |
DHR | Pay Day | Apr 24, 2026 | $0.40 |
OR.PA | Ex-Dividend | Apr 29, 2026 | $8.55 |
JD.US | Pay Day | Apr 29, 2026 | $1.00 |
WST | Ex-Dividend | Apr 29, 2026 | $0.22 |
VSEC | Pay Day | Apr 29, 2026 | $0.10 |
HSBC | Pay Day | Apr 30, 2026 | $2.25 |
MO | Pay Day | Apr 30, 2026 | $1.06 |
HSBA.L | Pay Day | Apr 30, 2026 | $0.45 |
MNG.L | Pay Day | Apr 30, 2026 | $0.18 |
MRVL | Pay Day | Apr 30, 2026 | $0.06 |
VZ | Pay Day | May 1, 2026 | $0.71 |
BMY | Pay Day | May 1, 2026 | $0.63 |
DELL | Pay Day | May 1, 2026 | $0.63 |
OR.PA | Pay Day | May 4, 2026 | $8.55 |
SAN.PA | Ex-Dividend | May 5, 2026 | $4.84 |
GLEN.L | Ex-Dividend | May 6, 2026 | $0.09 |
WST | Pay Day | May 6, 2026 | $0.22 |
SAN.PA | Pay Day | May 7, 2026 | $4.84 |
MA | Pay Day | May 8, 2026 | $0.87 |
RNO.PA | Ex-Dividend | May 8, 2026 | $2.60 |
GD | Pay Day | May 8, 2026 | $1.59 |
CS.PA | Ex-Dividend | May 11, 2026 | $2.74 |
VIE.PA | Ex-Dividend | May 11, 2026 | $1.77 |
RNO.PA | Pay Day | May 12, 2026 | $2.60 |
CS.PA | Pay Day | May 13, 2026 | $2.74 |
VIE.PA | Pay Day | May 13, 2026 | $1.77 |
OSB.L | Pay Day | May 13, 2026 | $0.32 |
AV.L | Pay Day | May 14, 2026 | $0.35 |
AMGN | Ex-Dividend | May 15, 2026 | $2.52 |
ABBV | Pay Day | May 15, 2026 | $1.73 |
ABT | Pay Day | May 15, 2026 | $0.63 |
0700.HK | Ex-Dividend | May 15, 2026 | $0.68 |
HO.PA | Ex-Dividend | May 18, 2026 | $3.43 |
LLOY.L | Pay Day | May 19, 2026 | $0.03 |
HO.PA | Pay Day | May 20, 2026 | $3.43 |
MSFT | Ex-Dividend | May 21, 2026 | $0.91 |
AMAT | Ex-Dividend | May 21, 2026 | $0.53 |
0700.HK | Pay Day | Jun 1, 2026 | $0.68 |
GLEN.L | Pay Day | Jun 3, 2026 | $0.09 |
RR.L | Pay Day | Jun 3, 2026 | $0.07 |
BA.L | Pay Day | Jun 4, 2026 | $0.31 |
AMGN | Pay Day | Jun 5, 2026 | $2.52 |
MSFT | Pay Day | Jun 11, 2026 | $0.91 |
AMAT | Pay Day | Jun 11, 2026 | $0.53 |
TSM | Ex-Dividend | Jun 11, 2026 | $0.95 |
LDO.MI | Ex-Dividend | Jun 22, 2026 | $0.73 |
LDO.MI | Pay Day | Jun 24, 2026 | $0.73 |
DIS | Ex-Dividend | Jun 30, 2026 | $0.75 |
3692.HK | Ex-Dividend | Jul 3, 2026 | $0.03 |
TSM | Pay Day | Jul 9, 2026 | $0.95 |
DIS | Pay Day | Jul 22, 2026 | $0.75 |
3692.HK | Pay Day | Jul 24, 2026 | $0.03 |
Performance Metrics
Score 4/10
Beta
0.59
0.59
0
0.8
1.2
0
2
Sharpe Ratio
0.34
0.34
0
0.5
1
1.5
1.5
Sortino Ratio
0.56
0.56
0
1
2
3
3
Jensen's Alpha
-1.09
-1.09
-2
0
2
4.5
4.5
Omega Ratio
0.74
0.74
0
1
1.5
2.5
2.5
Treynor Ratio
0.8
0.8
0
0.75
1.25
2
2
Information Ratio
-0.38
-0.38
-1
0.3
0.6
1
1
Calmar Ratio
0.25
0.25
0
0.3
0.6
1
1
Beta
0.59
0.59
0
0.8
1.2
0
2
Sharpe Ratio
0.34
0.34
0
0.5
1
1.5
1.5
Sortino Ratio
0.56
0.56
0
1
2
3
3
Jensen's Alpha
-1.09
-1.09
-2
0
2
4.5
4.5
Omega Ratio
0.74
0.74
0
1
1.5
2.5
2.5
Treynor Ratio
0.8
0.8
0
0.75
1.25
2
2
Information Ratio
-0.38
-0.38
-1
0.3
0.6
1
1
Calmar Ratio
0.25
0.25
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
32.99
High:BP.L
8,535.71BP.LLow:
CGNT
-823.36CGNTDetails
PEG Ratio
97.11
High:
WAT
6,112.18WATLow:
RKLB
-9,019.27RKLBDetails
Price/Book
12.54
High:
HALO
153.46HALOLow:
BYND
-2,416.67BYNDDetails
Price/Sales
10.63
High:
CRSP
1,348.97CRSPLow:
DFTX
-DFTXDetails
Price/CF
30.3
High:
BULL
1,936.14BULLLow:DB
1.03DBDetails
Price/FCF
59.09
High:PEP
5,797.72PEPLow:DB
1.09DBDetails
P/E Ratio
32.99
High:BP.L
8,535.71BP.LLow:CGNT
-823.36CGNTDetails
PEG Ratio
97.11
High:WAT
6,112.18WATLow:RKLB
-9,019.27RKLBDetails
Price/Book
12.54
High:HALO
153.46HALOLow:BYND
-2,416.67BYNDDetails
Price/Sales
10.63
High:CRSP
1,348.97CRSPLow:DFTX
-DFTXDetails
Price/CF
30.3
High:BULL
1,936.14BULLLow:DB
1.03DBDetails
Price/FCF
59.09
High:PEP
5,797.72PEPLow:DB
1.09DBDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-29.17% | Oct 2025 | - | 7 |
-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 |