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+0.35%
This Month
+20.59%
Year To Date
+128.3%
2 Years
+108.78%
5 Years
-99.91%
10 Years
-54.37%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💰 Finance22.68%
- 💻 Electronic Technology15.07%
- 💵 Cash13.11%
- 🖥️ Technology Services12.99%
- 📊 ETFs10.06%
- 🌾 Commodities4.18%
- 🪙 Cryptocurrencies3.9%
- 💇♀️ Consumer Services3.37%
- 🪨 Non Energy Minerals3.16%
- ❓ Other2.9%
- 🏥 Health Services2.01%
- 🛍️ Retail Trade2%
- 🧬 Health Technology1.97%
- 🍞 Consumer Non Durables1.92%
- 🏭 Industrial Services0.94%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq40.48%
- 🇺🇸 NYSE33.48%
- 🌍 Commodity4.18%
- 🌍 Digital Currency3.9%
- Regular Trading Hours - RTH2.9%
- 🇬🇧 LSE2.22%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States54.66%
- 🇨🇦 Canada5.13%
- 🇨🇳 China2.28%
- 🇬🇧 United Kingdom2.03%
- 🇳🇱 Netherlands2.01%
Dividends
Dividend Yield
0.36%
18 out of 34 instruments pay dividend.
4 dividend payments in the next 30 days.
Highest Dividend: $ISF.L (3.5%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 ISF.L | 0.08% | 3.5% | - |
 UNH | 0.06% | 2.74% | $7.74 |
 TQQQ | 0.04% | 1.11% | - |
 DRI | 0.03% | 2.72% | $5.24 |
 ATAT | 0.02% | 1.01% | $0.13 |
 RL | 0.02% | 1.08% | $3.08 |
 AVGO | 0.02% | 0.69% | $19.7 |
 ASML | 0.02% | 0.78% | $5.57 |
 SOXX | 0.01% | 0.69% | - |
 MSFT | 0.01% | 0.67% | $3 |
 AEM | 0.01% | 1.08% | $1.6 |
 TFPM | 0.01% | 0.82% | $0.21 |
 SMH | 0.01% | 0.38% | - |
 AGX | 0.01% | 0.72% | $1.15 |
 MRVL | 0.01% | 0.38% | $0.24 |
 KGC | 0.01% | 0.56% | $0.12 |
 META | 0% | 0.27% | $1 |
 NVDA | 0% | 0.02% | $0.02 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
MSFT | Pay Day | Sep 11, 2025 | $0.83 |
NVDA | Ex-Dividend | Sep 11, 2025 | $0.01 |
UNH | Ex-Dividend | Sep 15, 2025 | $2.21 |
AVGO | Ex-Dividend | Sep 22, 2025 | $0.59 |
UNH | Pay Day | Sep 23, 2025 | $2.21 |
AVGO | Pay Day | Sep 30, 2025 | $0.59 |
NVDA | Pay Day | Oct 2, 2025 | $0.01 |
AEM | Ex-Dividend | Dec 1, 2025 | $0.40 |
AEM | Pay Day | Dec 15, 2025 | $0.40 |
SMH | Pay Day | Dec 24, 2025 | $0.00 |
Performance Metrics
Score 2.4/10
Beta
1.19
1.19
0
0.8
1.2
0
2
Sharpe Ratio
-0.19
-0.19
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.22
-0.22
-1
1
2
3
3
Jensen's Alpha
-21.96
-21.96
-22
0
2
4.5
4.5
Omega Ratio
0.6
0.6
0
1
1.5
2.5
2.5
Treynor Ratio
-0.76
-0.76
-1
0.75
1.25
2
2
Information Ratio
-0.42
-0.42
-1
0.3
0.6
1
1
Calmar Ratio
-0.51
-0.51
-1
0.3
0.6
1
1
Beta
1.19
1.19
0
0.8
1.2
0
2
Sharpe Ratio
-0.19
-0.19
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.22
-0.22
-1
1
2
3
3
Jensen's Alpha
-21.96
-21.96
-22
0
2
4.5
4.5
Omega Ratio
0.6
0.6
0
1
1.5
2.5
2.5
Treynor Ratio
-0.76
-0.76
-1
0.75
1.25
2
2
Information Ratio
-0.42
-0.42
-1
0.3
0.6
1
1
Calmar Ratio
-0.51
-0.51
-1
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
27.27
High:
PLTR
518.91PLTRLow:
MRVL
-505.92MRVLDetails
PEG Ratio
150.74
High:
AVGO
797.56AVGOLow:MRVL
-565.89MRVLDetails
Price/Book
3.51
High:PLTR
62.46PLTRLow:
BRK.B
1.64BRK.BDetails
Price/Sales
4.97
High:PLTR
116.31PLTRLow:
UNH
0.67UNHDetails
Price/CF
33.59
High:PLTR
202PLTRLow:
KGC
6.44KGCDetails
Price/FCF
82.08
High:
ARM
255.19ARMLow:KGC
10.9KGCDetails
P/E Ratio
27.27
High:PLTR
518.91PLTRLow:MRVL
-505.92MRVLDetails
PEG Ratio
150.74
High:AVGO
797.56AVGOLow:MRVL
-565.89MRVLDetails
Price/Book
3.51
High:PLTR
62.46PLTRLow:BRK.B
1.64BRK.BDetails
Price/Sales
4.97
High:PLTR
116.31PLTRLow:UNH
0.67UNHDetails
Price/CF
33.59
High:PLTR
202PLTRLow:KGC
6.44KGCDetails
Price/FCF
82.08
High:ARM
255.19ARMLow:KGC
10.9KGCDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-99.99% | Aug 2015 | - | 122 |