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-0.07%
This Month
+19.23%
Year To Date
+36.26%
2 Years
+37.33%
5 Years
+70.75%
10 Years
+7.07%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services20.46%
- 💇♀️ Consumer Services17.43%
- 📊 ETFs16.39%
- ⛏️ Energy Minerals11.88%
- 💻 Electronic Technology11.43%
- 🪙 Cryptocurrencies5.5%
- 🛍️ Retail Trade4.58%
- 💰 Finance4.49%
- 💵 Cash3.08%
- 🪨 Non Energy Minerals2.19%
- 🚚 Transportation1.61%
- 🍞 Consumer Non Durables0.83%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE49.07%
- 🇺🇸 Nasdaq37.59%
- 🌍 Digital Currency5.5%
- 🇬🇧 LSE4.62%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States64.48%
- 🇬🇧 United Kingdom4.62%
- 🇮🇱 Israel4%
- 🇨🇦 Canada1.79%
Dividends
Dividend Yield
0.78%
17 out of 32 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $EVR.L (17.85%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 BP.L | 0.1% | 4.7% | $0.23 |
 APA | 0.1% | 2.82% | $1 |
 DIS | 0.09% | 1.56% | $0.75 |
 SHEL.L | 0.07% | 3.4% | $0.8 |
 EVR.L | 0.07% | 17.85% | - |
 LVS | 0.06% | 2.43% | $0.8 |
 OXY | 0.05% | 1.78% | $0.8 |
 RCL | 0.04% | 1.74% | - |
 MSFT | 0.04% | 0.92% | $3 |
 DVN | 0.04% | 2.39% | $2.05 |
 CCL | 0.04% | 1.72% | - |
 NKE | 0.03% | 3.79% | $1.45 |
 WYNN | 0.02% | 1.06% | $1 |
 AVGO | 0.02% | 0.66% | $19.7 |
 META | 0.01% | 0.33% | $1 |
 AAPL | 0.01% | 0.32% | $0.97 |
 GOOG | 0% | 0.24% | $0.2 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
APA | Pay Day | Aug 21, 2026 | $0.25 |
Performance Metrics
Score 3.4/10
Beta
0.98
0.98
0
0.8
1.2
0
2
Sharpe Ratio
0.29
0.29
0
0.5
1
1.5
1.5
Sortino Ratio
0.48
0.48
0
1
2
3
3
Jensen's Alpha
-3.27
-3.27
-4
0
2
4.5
4.5
Omega Ratio
0.86
0.86
0
1
1.5
2.5
2.5
Treynor Ratio
0.59
0.59
0
0.75
1.25
2
2
Information Ratio
-0.21
-0.21
-1
0.3
0.6
1
1
Calmar Ratio
0.18
0.18
0
0.3
0.6
1
1
Beta
0.98
0.98
0
0.8
1.2
0
2
Sharpe Ratio
0.29
0.29
0
0.5
1
1.5
1.5
Sortino Ratio
0.48
0.48
0
1
2
3
3
Jensen's Alpha
-3.27
-3.27
-4
0
2
4.5
4.5
Omega Ratio
0.86
0.86
0
1
1.5
2.5
2.5
Treynor Ratio
0.59
0.59
0
0.75
1.25
2
2
Information Ratio
-0.21
-0.21
-1
0.3
0.6
1
1
Calmar Ratio
0.18
0.18
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
29.18
High:
BA
114.28BALow:
LAC
-5.81LACDetails
PEG Ratio
103.18
High:
NOW
471.47NOWLow:EVR.L
0.26EVR.LDetails
Price/Book
8.06
High:AAPL
44.98AAPLLow:WYNN
-48.86WYNNDetails
Price/Sales
5.94
High:AVGO
25.84AVGOLow:LAC
-LACDetails
Price/CF
18.15
High:BA
62.68BALow:EVR.L
3.5EVR.LDetails
Price/FCF
53.09
High:NKE
947.69NKELow:
ETOR
9.45ETORDetails
P/E Ratio
29.18
High:BA
114.28BALow:LAC
-5.81LACDetails
PEG Ratio
103.18
High:NOW
471.47NOWLow:EVR.L
0.26EVR.LDetails
Price/Book
8.06
High:AAPL
44.98AAPLLow:WYNN
-48.86WYNNDetails
Price/Sales
5.94
High:AVGO
25.84AVGOLow:LAC
-LACDetails
Price/CF
18.15
High:BA
62.68BALow:EVR.L
3.5EVR.LDetails
Price/FCF
53.09
High:NKE
947.69NKELow:ETOR
9.45ETORDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-36.95% | Mar 2018 | Nov 2020 | 32 |
-24.64% | Apr 2022 | Jul 2025 | 39 |
-5.61% | Jun 2021 | Mar 2022 | 9 |
-5.06% | Sep 2025 | Dec 2025 | 3 |
-3.37% | Jun 2026 | - | 2 |
-0.48% | Mar 2026 | Apr 2026 | 1 |