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0%
This Month
+5.42%
Year To Date
+17.92%
2 Years
+61%
5 Years
+266.21%
10 Years
-32.02%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs31.77%
- 🖥️ Technology Services18.59%
- 🪙 Cryptocurrencies15.06%
- 💻 Electronic Technology10.97%
- 💰 Finance4.87%
- 🧩 Miscellaneous3.4%
- 💇♀️ Consumer Services3.07%
- ❓ Other2.66%
- 🚚 Transportation2.57%
- 🍞 Consumer Non Durables1.48%
- 🚗 Consumer Durables1.31%
- 💼 Commercial Services1.24%
- 🧬 Health Technology1.06%
- 💵 Cash0.94%
- 🛍️ Retail Trade0.62%
- 🪨 Non Energy Minerals0.36%
- 📡 Communications0.22%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq36.35%
- 🇺🇸 NYSE34.63%
- 🌍 Digital Currency15.06%
- 🇬🇧 LSE11.6%
- 🇳🇱 Euronext Amsterdam1.33%
- 🇩🇪 FRA0.28%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States34.21%
- 🇬🇧 United Kingdom6.19%
- 🇰🇷 South Korea2.01%
- 🇳🇱 Netherlands1.33%
- 🇮🇱 Israel1.32%
- 🇨🇭 Switzerland1.02%
- 🇩🇪 Germany0.28%
Dividends
Dividend Yield
0.49%
27 out of 52 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $VOW3.DE (7.61%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 MSFT | 0.08% | 0.71% | $3 |
 LLOY.L | 0.06% | 4.28% | $0.03 |
 F | 0.05% | 4.9% | $0.78 |
 IAG.L | 0.03% | 1.71% | - |
 KO | 0.03% | 2.25% | $1.89 |
 DIS | 0.03% | 1.35% | $0.75 |
 GS | 0.02% | 2.12% | $11 |
 BARC.L | 0.02% | 2.77% | $0.08 |
 VOW3.DE | 0.02% | 7.61% | $9.06 |
 DELL | 0.02% | 0.57% | $1.63 |
 PFE | 0.02% | 5.64% | $1.66 |
 GRMN | 0.02% | 1.54% | $3.71 |
 GOOG | 0.01% | 0.31% | $0.2 |
 SMSN.L | 0.01% | 0.59% | $23.68 |
 SAFE.L | 0.01% | 5.61% | $0.28 |
 JDW.L | 0.01% | 1.13% | - |
 CRM | 0.01% | 0.76% | $0.4 |
 BT.L | 0.01% | 3.66% | $0.08 |
 PYPL | 0.01% | 0.98% | - |
 ASML.NV | 0.01% | 0.57% | $6.1 |
 DGE.L | 0.01% | 2.14% | $0.81 |
 WTB.L | 0.01% | 3.54% | $0.97 |
 CCL | 0% | 2.08% | - |
 META | 0% | 0.34% | $1 |
 AAL.L | 0% | 0.77% | $0.77 |
 MU | 0% | 0.06% | $0.46 |
 ISF.L | 0% | 0.03% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
ASML.NV | Pay Day | Nov 4, 2026 | $3.15 |
 INTC | Ex-Dividend | Nov 7, 2026 | $0.12 |
CCL | Ex-Dividend | Nov 7, 2026 | $0.15 |
WTB.L | Ex-Dividend | Nov 10, 2026 | $0.82 |
F | Ex-Dividend | Nov 11, 2026 | $0.15 |
MSFT | Ex-Dividend | Nov 20, 2026 | $0.91 |
GS | Ex-Dividend | Dec 1, 2026 | $4.50 |
GOOG | Ex-Dividend | Dec 4, 2026 | $0.22 |
PYPL | Ex-Dividend | Dec 4, 2026 | $0.14 |
GRMN | Ex-Dividend | Dec 11, 2026 | $1.05 |
KO | Ex-Dividend | Dec 15, 2026 | $0.53 |
CRM | Ex-Dividend | Dec 17, 2026 | $0.44 |
META | Ex-Dividend | Dec 21, 2026 | $0.53 |
DIS | Ex-Dividend | Dec 30, 2026 | $0.75 |
SAFE.L | Ex-Dividend | Jan 7, 2027 | $0.28 |
MU | Ex-Dividend | Jan 14, 2027 | $0.15 |
DELL | Ex-Dividend | Jan 20, 2027 | $0.63 |
PFE | Ex-Dividend | Jan 24, 2027 | $0.43 |
ASML.NV | Ex-Dividend | Jan 26, 2027 | $3.15 |
BT.L | Ex-Dividend | Feb 4, 2027 | $0.00 |
LLOY.L | Ex-Dividend | Feb 4, 2027 | $0.03 |
BARC.L | Ex-Dividend | Feb 11, 2027 | $0.08 |
AAL.L | Ex-Dividend | Feb 18, 2027 | $0.16 |
DGE.L | Ex-Dividend | Feb 25, 2027 | $0.20 |
VOW3.DE | Ex-Dividend | Jun 19, 2027 | $6.04 |
Performance Metrics
Score 5/10
Beta
1.21
1.21
0
0.8
1.2
0
2
Sharpe Ratio
0.57
0.57
0
0.5
1
1.5
1.5
Sortino Ratio
0.95
0.95
0
1
2
3
3
Jensen's Alpha
0.23
0.23
-2
0
2
4.5
4.5
Omega Ratio
1.13
1.13
0
1
1.5
2.5
2.5
Treynor Ratio
1.01
1.01
0
0.75
1.25
2
2
Information Ratio
0.15
0.15
0
0.3
0.6
1
1
Calmar Ratio
0.35
0.35
0
0.3
0.6
1
1
Beta
1.21
1.21
0
0.8
1.2
0
2
Sharpe Ratio
0.57
0.57
0
0.5
1
1.5
1.5
Sortino Ratio
0.95
0.95
0
1
2
3
3
Jensen's Alpha
0.23
0.23
-2
0
2
4.5
4.5
Omega Ratio
1.13
1.13
0
1
1.5
2.5
2.5
Treynor Ratio
1.01
1.01
0
0.75
1.25
2
2
Information Ratio
0.15
0.15
0
0.3
0.6
1
1
Calmar Ratio
0.35
0.35
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
20.68
High:WTB.L
79.58WTB.LLow:
COIN
-50.67COINDetails
PEG Ratio
0.62
High:BT.L
9.67BT.LLow:MU
0.01MUDetails
Price/Book
6.35
High:ASML.NV
24.68ASML.NVLow:DELL
-190.3DELLDetails
Price/Sales
7.53
High:ASML.NV
13.73ASML.NVLow:VOW3.DE
0.11VOW3.DEDetails
Price/CF
18.26
High:
COUR
81.55COURLow:VOW3.DE
2.29VOW3.DEDetails
Price/FCF
77.41
High:GOOG
465.97GOOGLow:GS
2.84GSDetails
P/E Ratio
20.68
High:WTB.L
79.58WTB.LLow:COIN
-50.67COINDetails
PEG Ratio
0.62
High:BT.L
9.67BT.LLow:MU
0.01MUDetails
Price/Book
6.35
High:ASML.NV
24.68ASML.NVLow:DELL
-190.3DELLDetails
Price/Sales
7.53
High:ASML.NV
13.73ASML.NVLow:VOW3.DE
0.11VOW3.DEDetails
Price/CF
18.26
High:COUR
81.55COURLow:VOW3.DE
2.29VOW3.DEDetails
Price/FCF
77.41
High:GOOG
465.97GOOGLow:GS
2.84GSDetails
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 |
-14.65% | Nov 2025 | May 2026 | 6 |
-14.09% | Feb 2025 | Jun 2025 | 4 |
-7.4% | Apr 2024 | Sep 2024 | 5 |
-6.84% | Oct 2026 | - | 1 |
-6.46% | Sep 2017 | Nov 2017 | 2 |
-6.05% | Jun 2026 | Aug 2026 | 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 |