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-1.78%
This Month
-8.55%
Year To Date
+5.95%
2 Years
+35.1%
5 Years
+35.1%
10 Years
+12.79%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs25.74%
- 🖥️ Technology Services12%
- 💻 Electronic Technology9.14%
- 💵 Cash6.4%
- 🪙 Cryptocurrencies6.22%
- ⛏️ Energy Minerals4.12%
- 🛍️ Retail Trade3.81%
- 🍞 Consumer Non Durables3.64%
- 🚚 Transportation3.63%
- 💼 Commercial Services3.31%
- 💰 Finance2.57%
- 🏭 Industrial Services1.92%
- 🧬 Health Technology1.85%
- 📦 Distribution Services1.26%
- 🛠️ Producer Manufacturing1.11%
- 🧩 Miscellaneous0.82%
- ⚡ Utilities0.5%
- 💇♀️ Consumer Services0.48%
- 🪨 Non Energy Minerals0.21%
Exchanges Breakdown
- Exchange
- Total
- 🇬🇧 LSE26.03%
- 🇺🇸 Nasdaq24.95%
- 🇺🇸 NYSE23.94%
- 🌍 Digital Currency6.22%
- 🇩🇪 FRA0.37%
- 🇳🇴 Oslo Stock Exchange0.33%
- 🇫🇷 Euronext Paris0.3%
- 🇭🇰 Hong Kong Exchanges0.19%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States37.55%
- 🇨🇦 Canada3.34%
- 🇳🇱 Netherlands1.6%
- 🇺🇾 Uruguay1.53%
- 🇬🇧 United Kingdom1.48%
- 🇸🇬 Singapore0.9%
- 🇨🇭 Switzerland0.9%
- 🇨🇳 China0.39%
- 🇩🇪 Germany0.37%
- 🇮🇱 Israel0.34%
- 🇳🇴 Norway0.33%
- 🇩🇰 Denmark0.31%
- 🇫🇷 France0.3%
- 🇹🇼 Taiwan0.13%
- 🇯🇵 Japan0.08%
Dividends
Dividend Yield
0.34%
60 out of 121 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $PGR (6.82%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 PGR | 0.05% | 6.82% | $1.15 |
 TFC | 0.05% | 4.7% | $2.08 |
 NKE | 0.02% | 2.96% | $1.45 |
 BP.L | 0.02% | 4.54% | $0.23 |
 TTE.PA | 0.01% | 4.7% | $3.06 |
 EQNR.OL | 0.01% | 4.26% | $13.95 |
 CVX | 0.01% | 3.52% | $6.28 |
 EQT | 0.01% | 1% | $0.62 |
 XOM | 0.01% | 2.59% | $3.76 |
 NVO | 0.01% | 3.44% | $0.98 |
 TJX | 0.01% | 1.13% | $1.42 |
 SHEL.L | 0.01% | 2.36% | $0.8 |
 MSFT | 0.01% | 0.89% | $3 |
 SHEL | 0.01% | 3.2% | $2.7 |
 ASML | 0.01% | 0.54% | $5.57 |
 COP | 0.01% | 2.68% | $3.25 |
 V | 0.01% | 0.81% | $2.01 |
 HON | 0% | 1.99% | $4.27 |
 MCK | 0% | 0.34% | $2.48 |
 VLTO | 0% | 0.53% | $0.27 |
 CSCO | 0% | 2.09% | $1.58 |
 IBM | 0% | 2.7% | $6.65 |
 SIE.DE | 0% | 2.43% | $4.7 |
 BA.L | 0% | 1.56% | $0.3 |
 PYPL | 0% | 0.62% | - |
 HWM | 0% | 0.19% | $0.19 |
 QCOM | 0% | 2.75% | $3.25 |
 WING | 0% | 0.59% | $0.88 |
 NTES | 0% | 2.48% | $2.58 |
 D | 0% | 4.23% | $2.67 |
 EME | 0% | 0.16% | $0.79 |
 STM.US | 0% | 0.95% | $0.23 |
 RR.L | 0% | 0.77% | - |
 SO | 0% | 3.01% | $2.82 |
 DUK | 0% | 3.2% | $4.1 |
 IFX.DE | 0% | 0.89% | $0.35 |
 PNW | 0% | 3.54% | $3.51 |
 EXC | 0% | 3.25% | $1.48 |
 NEE | 0% | 2.52% | $1.97 |
 XEL | 0% | 2.85% | $2.13 |
 GEHC | 0% | 0.19% | $0.12 |
 ETR | 0% | 2.36% | $4.46 |
 TSM | 0% | 0.82% | $1.74 |
 AAPL | 0% | 0.41% | $0.97 |
 GOOGL | 0% | 0.28% | $0.2 |
 0700.HK | 0% | 0.81% | $3.4 |
 EMR | 0% | 1.63% | $2.1 |
 META | 0% | 0.34% | $1 |
 3888.HK | 0% | 0.62% | $0.14 |
 VST | 0% | 0.56% | $0.85 |
 SONY | 0% | 0.49% | $0.49 |
 GOOG | 0% | 0.28% | $0.2 |
 GE | 0% | 0.51% | $0.44 |
 ENR.DE | 0% | 0.48% | - |
 CEG | 0% | 0.52% | - |
 BWXT | 0% | 0.5% | $0.94 |
 CCJ | 0% | 0.16% | $0.09 |
 NVDA | 0% | 0.02% | $0.02 |
 CW | 0% | 0.14% | $0.81 |
 PWR | 0% | 0.07% | $0.35 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 3.9/10
Beta
1.18
1.18
0
0.8
1.2
0
2
Sharpe Ratio
0.54
0.54
0
0.5
1
1.5
1.5
Sortino Ratio
0.95
0.95
0
1
2
3
3
Jensen's Alpha
-6.85
-6.85
-7
0
2
4.5
4.5
Omega Ratio
0.71
0.71
0
1
1.5
2.5
2.5
Treynor Ratio
0.62
0.62
0
0.75
1.25
2
2
Information Ratio
-0.53
-0.53
-1
0.3
0.6
1
1
Calmar Ratio
1.04
1.04
0
0.3
0.6
2
2
Beta
1.18
1.18
0
0.8
1.2
0
2
Sharpe Ratio
0.54
0.54
0
0.5
1
1.5
1.5
Sortino Ratio
0.95
0.95
0
1
2
3
3
Jensen's Alpha
-6.85
-6.85
-7
0
2
4.5
4.5
Omega Ratio
0.71
0.71
0
1
1.5
2.5
2.5
Treynor Ratio
0.62
0.62
0
0.75
1.25
2
2
Information Ratio
-0.53
-0.53
-1
0.3
0.6
1
1
Calmar Ratio
1.04
1.04
0
0.3
0.6
2
2
Portfolio Valuation
Based on current positions
P/E Ratio
31.37
High:BP.L
7,718.57BP.LLow:
DKNG
-658.27DKNGDetails
PEG Ratio
161.08
High:
ELF
1,333.83ELFLow:DKNG
-653.28DKNGDetails
Price/Book
7.68
High:
RBLX
101.31RBLXLow:MCK
-89.16MCKDetails
Price/Sales
5.05
High:
QUBT
2,312.67QUBTLow:
KD
0.19KDDetails
Price/CF
21.67
High:
PLTR
214.31PLTRLow:EQNR.OL
2.88EQNR.OLDetails
Price/FCF
49.35
High:NEE
2,356.18NEELow:
ZD
4.8ZDDetails
P/E Ratio
31.37
High:BP.L
7,718.57BP.LLow:DKNG
-658.27DKNGDetails
PEG Ratio
161.08
High:ELF
1,333.83ELFLow:DKNG
-653.28DKNGDetails
Price/Book
7.68
High:RBLX
101.31RBLXLow:MCK
-89.16MCKDetails
Price/Sales
5.05
High:QUBT
2,312.67QUBTLow:KD
0.19KDDetails
Price/CF
21.67
High:PLTR
214.31PLTRLow:EQNR.OL
2.88EQNR.OLDetails
Price/FCF
49.35
High:NEE
2,356.18NEELow:ZD
4.8ZDDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-13.78% | Nov 2025 | - | 5 |
-9.12% | Feb 2025 | May 2025 | 3 |
-8.88% | Aug 2023 | Nov 2023 | 3 |
-6.7% | Apr 2024 | Nov 2024 | 7 |
-2.5% | Dec 2024 | Jan 2025 | 1 |