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-1.35%
This Month
+18.68%
Year To Date
+100.72%
2 Years
+173.03%
5 Years
-98.07%
10 Years
-35.26%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs33.35%
- 🖥️ Technology Services21.09%
- 🪙 Cryptocurrencies19.34%
- 💻 Electronic Technology6.78%
- 💰 Finance5.9%
- 🚚 Transportation3.34%
- 💇♀️ Consumer Services2.87%
- 🚗 Consumer Durables2.47%
- 💼 Commercial Services1.6%
- 🍞 Consumer Non Durables1.22%
- 🧬 Health Technology0.89%
- 🛍️ Retail Trade0.58%
- 🪨 Non Energy Minerals0.28%
- 📡 Communications0.19%
- 💵 Cash0.14%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq38.96%
- 🇺🇸 NYSE30.64%
- 🌍 Digital Currency19.34%
- 🇬🇧 LSE9.65%
- 🇳🇱 Euronext Amsterdam0.9%
- 🇩🇪 FRA0.39%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States36.61%
- 🇬🇧 United Kingdom5.72%
- 🇮🇱 Israel1.35%
- 🇨🇭 Switzerland0.96%
- 🇳🇱 Netherlands0.9%
- 🇰🇷 South Korea0.86%
- 🇬🇷 Greece0.4%
- 🇩🇪 Germany0.39%
Dividends
Dividend Yield
0.53%
27 out of 52 instruments pay dividend.
3 dividend payments in the next 30 days.
Highest Dividend: $VOW3.DE (6.98%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 MSFT | 0.07% | 0.66% | $3 |
 F | 0.07% | 6.26% | $0.78 |
 LLOY.L | 0.05% | 4.01% | $0.03 |
 IAG.L | 0.03% | 1.8% | - |
 VOW3.DE | 0.03% | 6.98% | $9.06 |
 KO | 0.03% | 2.99% | $1.89 |
 SHIP | 0.02% | 5.67% | $0.1 |
 C | 0.02% | 2.34% | $2.12 |
 GOOG | 0.02% | 0.32% | $0.2 |
 DIS | 0.02% | 0.89% | $0.75 |
 GS | 0.02% | 1.85% | $11 |
 PFE | 0.02% | 6.97% | $1.66 |
 BARC.L | 0.02% | 2.32% | $0.08 |
 DELL | 0.02% | 1.37% | $1.63 |
 DGE.L | 0.01% | 4.31% | $0.81 |
 GRMN | 0.01% | 1.45% | $3.71 |
 SAFE.L | 0.01% | 4.31% | $0.28 |
 SMSN.L | 0.01% | 1.24% | $23.68 |
 JDW.L | 0.01% | 1.91% | - |
 JPM | 0.01% | 1.84% | $4.4 |
 BT.L | 0.01% | 4.38% | $0.08 |
 ASML.NV | 0.01% | 0.74% | $6.1 |
 WTB.L | 0.01% | 3.27% | $0.97 |
 META | 0.01% | 0.35% | $1 |
 MU | 0% | 0.22% | $0.46 |
 AAL.L | 0% | 0.84% | $0.77 |
 INTC | 0% | 0.33% | $0.5 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
JDW.L | Ex-Dividend | Oct 23, 2025 | $0.11 |
ASML.NV | Ex-Dividend | Oct 28, 2025 | $1.86 |
JPM | Pay Day | Oct 31, 2025 | $1.50 |
DELL | Pay Day | Oct 31, 2025 | $0.52 |
C | Ex-Dividend | Nov 3, 2025 | $0.60 |
ASML.NV | Pay Day | Nov 6, 2025 | $1.86 |
PFE | Ex-Dividend | Nov 7, 2025 | $0.43 |
MSFT | Ex-Dividend | Nov 20, 2025 | $0.91 |
C | Pay Day | Nov 26, 2025 | $0.60 |
JDW.L | Pay Day | Nov 27, 2025 | $0.11 |
PFE | Pay Day | Dec 1, 2025 | $0.43 |
GS | Ex-Dividend | Dec 2, 2025 | $4.00 |
DGE.L | Pay Day | Dec 4, 2025 | $0.84 |
MSFT | Pay Day | Dec 11, 2025 | $0.91 |
GRMN | Ex-Dividend | Dec 12, 2025 | $0.90 |
GRMN | Pay Day | Dec 26, 2025 | $0.90 |
GS | Pay Day | Dec 30, 2025 | $4.00 |
Performance Metrics
Score 2.7/10
Beta
1.25
1.25
0
0.8
1.2
0
2
Sharpe Ratio
0.1
0.1
0
0.5
1
1.5
1.5
Sortino Ratio
0.12
0.12
0
1
2
3
3
Jensen's Alpha
-9.47
-9.47
-10
0
2
4.5
4.5
Omega Ratio
0.77
0.77
0
1
1.5
2.5
2.5
Treynor Ratio
0.29
0.29
0
0.75
1.25
2
2
Information Ratio
-0.19
-0.19
-1
0.3
0.6
1
1
Calmar Ratio
-0.35
-0.35
-1
0.3
0.6
1
1
Beta
1.25
1.25
0
0.8
1.2
0
2
Sharpe Ratio
0.1
0.1
0
0.5
1
1.5
1.5
Sortino Ratio
0.12
0.12
0
1
2
3
3
Jensen's Alpha
-9.47
-9.47
-10
0
2
4.5
4.5
Omega Ratio
0.77
0.77
0
1
1.5
2.5
2.5
Treynor Ratio
0.29
0.29
0
0.75
1.25
2
2
Information Ratio
-0.19
-0.19
-1
0.3
0.6
1
1
Calmar Ratio
-0.35
-0.35
-1
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
32.81
High:
TSLA
259.11TSLALow:
BCRX
-39.87BCRXDetails
PEG Ratio
127.62
High:
FSLR
457.99FSLRLow:
UDMY
-53.84UDMYDetails
Price/Book
8.58
High:TSLA
18.66TSLALow:
DELL
-36.09DELLDetails
Price/Sales
9.05
High:TSLA
16.98TSLALow:
VOW3.DE
0.14VOW3.DEDetails
Price/CF
21.04
High:
KO
233.26KOLow:
SHIP
2.3SHIPDetails
Price/FCF
54.29
High:KO
272.99KOLow:
GS
3.62GSDetails
P/E Ratio
32.81
High:TSLA
259.11TSLALow:BCRX
-39.87BCRXDetails
PEG Ratio
127.62
High:FSLR
457.99FSLRLow:UDMY
-53.84UDMYDetails
Price/Book
8.58
High:TSLA
18.66TSLALow:DELL
-36.09DELLDetails
Price/Sales
9.05
High:TSLA
16.98TSLALow:VOW3.DE
0.14VOW3.DEDetails
Price/CF
21.04
High:KO
233.26KOLow:SHIP
2.3SHIPDetails
Price/FCF
54.29
High:KO
272.99KOLow:GS
3.62GSDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-42.08% | Jan 2018 | Aug 2020 | 31 |
-36.87% | Nov 2021 | Feb 2024 | 27 |
-16.94% | Jun 2017 | Aug 2017 | 2 |
-14.09% | Feb 2025 | Jun 2025 | 4 |
-7.4% | Apr 2024 | Sep 2024 | 5 |
-6.46% | Sep 2017 | Nov 2017 | 2 |
-5.59% | Sep 2020 | Oct 2020 | 1 |
-3.23% | Sep 2021 | Oct 2021 | 1 |
-3.22% | Dec 2024 | Jan 2025 | 1 |
-2.64% | May 2021 | Aug 2021 | 3 |
-1.35% | Oct 2025 | - | 1 |