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-1.6%
This Month
+14.3%
Year To Date
+62.68%
2 Years
+81.27%
5 Years
-98.15%
10 Years
-35.02%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs35.5%
- 🖥️ Technology Services22.08%
- 🪙 Cryptocurrencies16.52%
- 💻 Electronic Technology7.29%
- 💰 Finance5.14%
- 🚚 Transportation3.07%
- 💇♀️ Consumer Services3.05%
- 🚗 Consumer Durables1.77%
- 💼 Commercial Services1.41%
- 🍞 Consumer Non Durables1.29%
- 🧬 Health Technology1.03%
- 💵 Cash0.87%
- 🛍️ Retail Trade0.62%
- 🪨 Non Energy Minerals0.3%
- 📡 Communications0.2%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq39.18%
- 🇺🇸 NYSE31.16%
- 🌍 Digital Currency16.52%
- 🇬🇧 LSE10.91%
- 🇳🇱 Euronext Amsterdam1.02%
- 🇩🇪 FRA0.5%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States36.05%
- 🇬🇧 United Kingdom6.56%
- 🇮🇱 Israel1.33%
- 🇳🇱 Netherlands1.02%
- 🇰🇷 South Korea0.96%
- 🇨🇭 Switzerland0.84%
- 🇩🇪 Germany0.5%
Dividends
Dividend Yield
0.52%
24 out of 48 instruments pay dividend.
2 dividend payments in the next 30 days.
Highest Dividend: $PFE (6.54%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 MSFT | 0.08% | 0.74% | $3 |
 F | 0.07% | 5.47% | $0.78 |
 LLOY.L | 0.06% | 3.52% | $0.03 |
 IAG.L | 0.04% | 2.05% | - |
 VOW3.DE | 0.03% | 5.94% | $9.06 |
 KO | 0.03% | 2.87% | $1.89 |
 GOOG | 0.02% | 0.27% | $0.2 |
 DIS | 0.02% | 0.91% | $0.75 |
 GS | 0.02% | 1.59% | $11 |
 DELL | 0.02% | 1.64% | $1.63 |
 PFE | 0.02% | 6.54% | $1.66 |
 BARC.L | 0.02% | 1.87% | $0.08 |
 DGE.L | 0.02% | 4.79% | $0.81 |
 GRMN | 0.01% | 1.77% | $3.71 |
 SAFE.L | 0.01% | 4.48% | $0.28 |
 SMSN.L | 0.01% | 1.23% | $23.68 |
 JDW.L | 0.01% | 1.68% | - |
 BT.L | 0.01% | 4.44% | $0.08 |
 ASML.NV | 0.01% | 0.72% | $6.1 |
 WTB.L | 0.01% | 4.04% | $0.97 |
 META | 0% | 0.33% | $1 |
 MU | 0% | 0.2% | $0.46 |
 AAL.L | 0% | 0.84% | $0.77 |
 PYPL | 0% | 0.23% | - |
Performance Metrics
Score 2.6/10
Beta
1.25
1.25
0
0.8
1.2
0
2
Sharpe Ratio
0.09
0.09
0
0.5
1
1.5
1.5
Sortino Ratio
0.11
0.11
0
1
2
3
3
Jensen's Alpha
-10
-10
-11
0
2
4.5
4.5
Omega Ratio
0.76
0.76
0
1
1.5
2.5
2.5
Treynor Ratio
0.26
0.26
0
0.75
1.25
2
2
Information Ratio
-0.2
-0.2
-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
0.09
0.09
0
0.5
1
1.5
1.5
Sortino Ratio
0.11
0.11
0
1
2
3
3
Jensen's Alpha
-10
-10
-11
0
2
4.5
4.5
Omega Ratio
0.76
0.76
0
1
1.5
2.5
2.5
Treynor Ratio
0.26
0.26
0
0.75
1.25
2
2
Information Ratio
-0.2
-0.2
-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
31.07
High:
INTC
3,538.68INTCLow:
UDMY
-196.64UDMYDetails
PEG Ratio
144.02
High:INTC
3,525.38INTCLow:UDMY
-205.28UDMYDetails
Price/Book
8.29
High:
ASML.NV
19ASML.NVLow:
DELL
-33.23DELLDetails
Price/Sales
8.79
High:
MSFT
12.07MSFTLow:
VOW3.DE
0.17VOW3.DEDetails
Price/CF
21.11
High:
KO
37.25KOLow:
F
2.37FDetails
Price/FCF
54.96
High:KO
272.99KOLow:
GS
4.8GSDetails
P/E Ratio
31.07
High:INTC
3,538.68INTCLow:UDMY
-196.64UDMYDetails
PEG Ratio
144.02
High:INTC
3,525.38INTCLow:UDMY
-205.28UDMYDetails
Price/Book
8.29
High:ASML.NV
19ASML.NVLow:DELL
-33.23DELLDetails
Price/Sales
8.79
High:MSFT
12.07MSFTLow:VOW3.DE
0.17VOW3.DEDetails
Price/CF
21.11
High:KO
37.25KOLow:F
2.37FDetails
Price/FCF
54.96
High:KO
272.99KOLow:GS
4.8GSDetails
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 |
-6.23% | Nov 2025 | - | 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 |