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+3.74%
This Month
+29.96%
Year To Date
+85.27%
2 Years
+34.13%
5 Years
+77.34%
10 Years
+8.64%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs54.7%
- 🧩 Miscellaneous14.35%
- 💰 Finance8.53%
- 💵 Cash3.84%
- 🖥️ Technology Services3.72%
- 🪙 Cryptocurrencies3.33%
- 🛍️ Retail Trade2.29%
- ⚡ Utilities2.01%
- 💼 Commercial Services1.31%
- 🪨 Non Energy Minerals1.23%
- 💻 Electronic Technology1.18%
- 🚗 Consumer Durables0.93%
- ⛏️ Energy Minerals0.73%
- 💇♀️ Consumer Services0.6%
- 🍞 Consumer Non Durables0.58%
- 🧪 Process Industries0.51%
- 📡 Communications0.44%
- 🧬 Health Technology0.28%
- 🚚 Transportation0.2%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE53.11%
- 🇺🇸 Nasdaq16.92%
- 🇬🇧 LSE16.54%
- 🇺🇸 Chicago Board Options Exchange4.65%
- 🌍 Digital Currency3.33%
- 🇫🇷 Euronext Paris0.84%
- 🇩🇪 FRA0.61%
- 🇩🇪 Xetra ETFs0.26%
- 🇪🇸 Bolsa De Madrid0.24%
- 🇸🇪 Stockholm Stock Exchange0.22%
- 🇭🇰 Hong Kong Exchanges0.2%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States12.25%
- 🇬🇧 United Kingdom10.16%
- 🇨🇦 Canada8.16%
- 🇫🇷 France0.84%
- 🇺🇾 Uruguay0.62%
- 🇩🇪 Germany0.61%
- 🇮🇱 Israel0.42%
- 🇧🇷 Brazil0.27%
- 🇮🇪 Ireland0.26%
- 🇪🇸 Spain0.24%
- 🇸🇪 Sweden0.22%
- 🇨🇳 China0.2%
- 🇧🇲 Bermuda0.2%
Dividends
Dividend Yield
0.45%
33 out of 102 instruments pay dividend.
5 dividend payments in the next 30 days.
Highest Dividend: $LIO.L (23.56%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 LIO.L | 0.06% | 23.56% | $0.72 |
 PBR.A | 0.03% | 11.18% | $2.21 |
 O | 0.03% | 5.31% | $3.09 |
 SMT.L | 0.02% | 0.39% | $0.03 |
 TW.L | 0.02% | 9.12% | $0.1 |
 DNLM.L | 0.02% | 7.16% | $0.78 |
 WPP.L | 0.02% | 9.24% | $0.39 |
 DEC.L | 0.02% | 9.2% | $1.83 |
 RIO.L | 0.02% | 5.5% | $3.41 |
 BP.L | 0.02% | 5.94% | $0.23 |
 TEP.PA | 0.02% | 6.53% | $3.85 |
 EMG.L | 0.02% | 6.39% | $0.13 |
 BAC | 0.02% | 2.05% | $0.96 |
 VOF.L | 0.01% | 2.43% | $0.1 |
 VIE.PA | 0.01% | 4.73% | $1.25 |
 RWE.DE | 0.01% | 2.68% | $1 |
 BTRW.L | 0.01% | 4.64% | $0.28 |
 MSFT | 0.01% | 0.66% | $3 |
 VOW3.DE | 0.01% | 6.98% | $9.06 |
 DRX.L | 0.01% | 3.83% | $0.23 |
 B | 0.01% | 1.32% | $0.4 |
 EVO.ST | 0.01% | 4.28% | $31.03 |
 MSLH.L | 0.01% | 4.67% | $0.08 |
 BWY.L | 0.01% | 2.76% | $1.11 |
 MC.PA | 0.01% | 2.12% | $13 |
 ACN.RTH | 0.01% | 2.51% | $4.99 |
 SPGI | 0% | 0.8% | $3.62 |
 ICE | 0% | 1.22% | $1.77 |
 INTU.RTH | 0% | 0.65% | $3.6 |
 MOG.A | 0% | 0.56% | $1.1 |
 MU | 0% | 0.22% | $0.46 |
 DBRG | 0% | 0.32% | $0.04 |
 CLNX.MC | 0% | 0.2% | $0.06 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
MSLH.L | Ex-Dividend | Oct 23, 2025 | $0.03 |
DRX.L | Pay Day | Oct 24, 2025 | $0.15 |
DNLM.L | Ex-Dividend | Oct 30, 2025 | $0.38 |
O | Ex-Dividend | Oct 31, 2025 | $0.27 |
WPP.L | Pay Day | Nov 3, 2025 | $0.10 |
ACN.RTH | Pay Day | Nov 14, 2025 | $1.63 |
BTRW.L | Pay Day | Nov 14, 2025 | $0.16 |
O | Pay Day | Nov 14, 2025 | $0.27 |
MSFT | Ex-Dividend | Nov 20, 2025 | $0.91 |
SPGI | Ex-Dividend | Nov 25, 2025 | $0.96 |
DNLM.L | Pay Day | Nov 25, 2025 | $0.38 |
DEC.L | Ex-Dividend | Nov 28, 2025 | $0.29 |
MSLH.L | Pay Day | Dec 1, 2025 | $0.03 |
MC.PA | Ex-Dividend | Dec 2, 2025 | $6.47 |
MC.PA | Pay Day | Dec 4, 2025 | $6.47 |
BWY.L | Ex-Dividend | Dec 4, 2025 | $0.65 |
SPGI | Pay Day | Dec 10, 2025 | $0.96 |
MSFT | Pay Day | Dec 11, 2025 | $0.91 |
 EWY | Pay Day | Dec 20, 2025 | $0.00 |
 INDA | Pay Day | Dec 20, 2025 | $0.00 |
 TAN | Pay Day | Dec 27, 2025 | $0.00 |
DEC.L | Pay Day | Dec 31, 2025 | $0.29 |
 BLOK | Pay Day | Dec 31, 2025 | $0.00 |
BWY.L | Pay Day | Jan 14, 2026 | $0.65 |
Performance Metrics
Score 3.4/10
Beta
1.08
1.08
0
0.8
1.2
0
2
Sharpe Ratio
0.34
0.34
0
0.5
1
1.5
1.5
Sortino Ratio
0.5
0.5
0
1
2
3
3
Jensen's Alpha
-4.82
-4.82
-5
0
2
4.5
4.5
Omega Ratio
0.81
0.81
0
1
1.5
2.5
2.5
Treynor Ratio
0.63
0.63
0
0.75
1.25
2
2
Information Ratio
-0.27
-0.27
-1
0.3
0.6
1
1
Calmar Ratio
0.17
0.17
0
0.3
0.6
1
1
Beta
1.08
1.08
0
0.8
1.2
0
2
Sharpe Ratio
0.34
0.34
0
0.5
1
1.5
1.5
Sortino Ratio
0.5
0.5
0
1
2
3
3
Jensen's Alpha
-4.82
-4.82
-5
0
2
4.5
4.5
Omega Ratio
0.81
0.81
0
1
1.5
2.5
2.5
Treynor Ratio
0.63
0.63
0
0.75
1.25
2
2
Information Ratio
-0.27
-0.27
-1
0.3
0.6
1
1
Calmar Ratio
0.17
0.17
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
27.25
High:
BP.L
157.87BP.LLow:
DBRG
-484.62DBRGDetails
PEG Ratio
144.07
High:
VIE.PA
1,529.43VIE.PALow:
TEAM
-1,065.97TEAMDetails
Price/Book
3.88
High:TEAM
31.03TEAMLow:
VOW3.DE
0.27VOW3.DEDetails
Price/Sales
4.67
High:
NOW
15.93NOWLow:
SEAT
0.11SEATDetails
Price/CF
24
High:
BTRW.L
93.47BTRW.LLow:
PBR.A
2.19PBR.ADetails
Price/FCF
86.69
High:
CLNX.MC
6,956.36CLNX.MCLow:
TEP.PA
5.17TEP.PADetails
P/E Ratio
27.25
High:BP.L
157.87BP.LLow:DBRG
-484.62DBRGDetails
PEG Ratio
144.07
High:VIE.PA
1,529.43VIE.PALow:TEAM
-1,065.97TEAMDetails
Price/Book
3.88
High:TEAM
31.03TEAMLow:VOW3.DE
0.27VOW3.DEDetails
Price/Sales
4.67
High:NOW
15.93NOWLow:SEAT
0.11SEATDetails
Price/CF
24
High:BTRW.L
93.47BTRW.LLow:PBR.A
2.19PBR.ADetails
Price/FCF
86.69
High:CLNX.MC
6,956.36CLNX.MCLow:TEP.PA
5.17TEP.PADetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-46.95% | Nov 2021 | Oct 2025 | 47 |
-20.06% | Feb 2019 | Jun 2020 | 16 |
-7.58% | Sep 2021 | Oct 2021 | 1 |
-4.27% | Jul 2021 | Aug 2021 | 1 |
-2.09% | May 2021 | Jun 2021 | 1 |