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+0.4%
Today
-3.25%
This Month
-12.56%
Year To Date
+45.69%
2 Years
+153.2%
5 Years
-39.09%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- ๐ ETFs34.13%
- ๐ช Cryptocurrencies21.68%
- ๐ฅ๏ธ Technology Services18.42%
- ๐ฐ Finance7.15%
- ๐ป Electronic Technology5.04%
- ๐โโ๏ธ Consumer Services3.1%
- ๐ Transportation2.78%
- ๐ Consumer Durables1.9%
- ๐ผ Commercial Services1.64%
- ๐ Consumer Non Durables1.26%
- ๐งฌ Health Technology1.23%
- ๐๏ธ Retail Trade0.62%
- ๐ต Cash0.48%
- ๐ชจ Non Energy Minerals0.31%
- ๐ก Communications0.23%
Exchanges Breakdown
- Exchange
- Total
- ๐บ๐ธ Nasdaq35.07%
- ๐บ๐ธ NYSE31.45%
- ๐ Digital Currency21.68%
- ๐ฌ๐ง LSE10.55%
- ๐ณ๐ฑ Euronext Amsterdam0.76%
Countries Breakdown
- Country
- Total
- ๐บ๐ธ United States34.32%
- ๐ฌ๐ง United Kingdom6.23%
- ๐จ๐ญ Switzerland1%
- ๐ณ๐ฑ Netherlands0.76%
- ๐ฆ๐บ Australia0.72%
- ๐ฐ๐ท South Korea0.67%
Dividends
Dividend Yield
1.07%
30 out of 48 instruments pay dividend.
4 dividend payments in the next 30 days.
Highest Dividend: $F (7.79%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 ISF.L | 0.13% | 3.52% | - |
 VOO | 0.13% | 1.36% | - |
 LLOY.L | 0.1% | 4.51% | $0.03 |
 F | 0.09% | 7.79% | $0.78 |
 MSFT | 0.08% | 0.88% | $3 |
 VONG | 0.05% | 0.6% | - |
 IAG.L | 0.04% | 2.79% | - |
 GS | 0.04% | 2.36% | $11 |
 VNQ | 0.04% | 4.01% | - |
 C | 0.04% | 3.54% | $2.12 |
 KO | 0.03% | 2.69% | $1.89 |
 VUG | 0.03% | 0.52% | - |
 DIS | 0.02% | 1.18% | $0.75 |
 GOOG | 0.02% | 0.52% | $0.2 |
 PFE | 0.02% | 7.63% | $1.66 |
 VGT | 0.02% | 0.59% | - |
 BARC.L | 0.02% | 3.03% | $0.08 |
 DELL | 0.02% | 2.19% | $1.63 |
 JDW.L | 0.02% | 2.59% | - |
 SMSN.L | 0.02% | 2.48% | $23.68 |
 SAFE.L | 0.02% | 5.04% | $0.28 |
 GRMN | 0.02% | 1.57% | $3.71 |
 VBK | 0.01% | 0.6% | - |
 BT.L | 0.01% | 4.89% | $0.08 |
 META | 0.01% | 0.4% | $1 |
 ASML.NV | 0.01% | 1.14% | $6.1 |
 WTB.L | 0.01% | 3.91% | $0.97 |
 AAL.L | 0.01% | 2.4% | $0.77 |
 INTC | 0.01% | 2.64% | $0.5 |
 MU | 0% | 0.67% | $0.46 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
DELL | Ex-Dividend | Apr 22, 2025 | $0.52 |
ASML.NV | Ex-Dividend | Apr 25, 2025 | $2.10 |
LLOY.L | Pay Day | Apr 29, 2025 | $0.03 |
JDW.L | Ex-Dividend | Apr 30, 2025 | $0.05 |
DELL | Pay Day | May 2, 2025 | $0.52 |
C | Ex-Dividend | May 5, 2025 | $0.56 |
ASML.NV | Pay Day | May 6, 2025 | $2.10 |
AAL.L | Pay Day | May 7, 2025 | $0.22 |
MSFT | Ex-Dividend | May 15, 2025 | $0.83 |
C | Pay Day | May 23, 2025 | $0.56 |
GS | Ex-Dividend | May 30, 2025 | $3.00 |
JDW.L | Pay Day | May 30, 2025 | $0.05 |
MSFT | Pay Day | Jun 12, 2025 | $0.83 |
GRMN | Ex-Dividend | Jun 16, 2025 | $0.90 |
DIS | Ex-Dividend | Jun 24, 2025 | $0.50 |
GS | Pay Day | Jun 27, 2025 | $3.00 |
GRMN | Pay Day | Jun 27, 2025 | $0.90 |
VBK | Pay Day | Jul 1, 2025 | $0.41 |
VUG | Pay Day | Jul 1, 2025 | $0.46 |
VONG | Pay Day | Jul 1, 2025 | $0.14 |
DIS | Pay Day | Jul 23, 2025 | $0.50 |
Performance Metrics
Score 2.5/10
Beta
1.24
1.24
0
0.8
1.2
0
2
Sharpe Ratio
0.03
0.03
0
0.5
1
1.5
1.5
Sortino Ratio
0.04
0.04
0
1
2
3
3
Jensen's Alpha
-10.56
-10.56
-11
0
2
4.5
4.5
Omega Ratio
0.73
0.73
0
1
1.5
2.5
2.5
Treynor Ratio
0.1
0.1
0
0.75
1.25
2
2
Information Ratio
-0.22
-0.22
-1
0.3
0.6
1
1
Calmar Ratio
-0.39
-0.39
-1
0.3
0.6
1
1
Beta
1.24
1.24
0
0.8
1.2
0
2
Sharpe Ratio
0.03
0.03
0
0.5
1
1.5
1.5
Sortino Ratio
0.04
0.04
0
1
2
3
3
Jensen's Alpha
-10.56
-10.56
-11
0
2
4.5
4.5
Omega Ratio
0.73
0.73
0
1
1.5
2.5
2.5
Treynor Ratio
0.1
0.1
0
0.75
1.25
2
2
Information Ratio
-0.22
-0.22
-1
0.3
0.6
1
1
Calmar Ratio
-0.39
-0.39
-1
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
25.44
High:
TSLA
118.42TSLALow:
IREN
-22.71IRENDetails
PEG Ratio
131.39
High:
IAG.L
797.05IAG.LLow:
UDMY
-49.38UDMYDetails
Price/Book
6.73
High:
NFLX
16.82NFLXLow:
DELL
-39.83DELLDetails
Price/Sales
6.65
High:NFLX
10.96NFLXLow:
F
0.21FDetails
Price/CF
20.71
High:
BTBT
130.4BTBTLow:
BT.L
2.49BT.LDetails
Price/FCF
46.77
High:
MU
1,171.75MULow:
GS
2.82GSDetails
P/E Ratio
25.44
High:TSLA
118.42TSLALow:IREN
-22.71IRENDetails
PEG Ratio
131.39
High:IAG.L
797.05IAG.LLow:UDMY
-49.38UDMYDetails
Price/Book
6.73
High:NFLX
16.82NFLXLow:DELL
-39.83DELLDetails
Price/Sales
6.65
High:NFLX
10.96NFLXLow:F
0.21FDetails
Price/CF
20.71
High:BTBT
130.4BTBTLow:BT.L
2.49BT.LDetails
Price/FCF
46.77
High:MU
1,171.75MULow:GS
2.82GSDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-42.08% | Jan 2018 | Aug 2020 | 31 |
-36.87% | Nov 2021 | Feb 2024 | 27 |
-17.21% | Feb 2025 | - | 3 |
-16.94% | Jun 2017 | Aug 2017 | 2 |
-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 |