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+0.3%
Today
-4.31%
This Month
-7.06%
Year To Date
+16.97%
2 Years
+155.05%
5 Years
+18.83%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash58.88%
- 🪙 Cryptocurrencies19.11%
- 💰 Finance8.95%
- 🍞 Consumer Non Durables7.02%
- 📊 ETFs5.54%
- 💻 Electronic Technology4.37%
- 🛍️ Retail Trade1.78%
- 🖥️ Technology Services1.12%
- ⚡ Utilities0.73%
- 🛠️ Producer Manufacturing0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE21.28%
- 🌍 Digital Currency19.11%
- 🇺🇸 Nasdaq5.85%
- 🇬🇧 LSE2.38%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States21.59%
- 🇬🇧 United Kingdom2.38%
Dividends
Dividend Yield
0.47%
14 out of 22 instruments pay dividend.
5 dividend payments in the next 30 days.
Highest Dividend: $NG.L (5.1%)
Dividend Yield Breakdown
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 PG | Ex-Dividend | Apr 21, 2025 | $1.06 |
 BK | Ex-Dividend | Apr 21, 2025 | $0.47 |
 DGE.L | Pay Day | Apr 24, 2025 | $0.50 |
BK | Pay Day | May 2, 2025 | $0.47 |
 WMT | Ex-Dividend | May 9, 2025 | $0.24 |
 MA | Pay Day | May 9, 2025 | $0.76 |
PG | Pay Day | May 15, 2025 | $1.06 |
 CL | Pay Day | May 15, 2025 | $0.52 |
WMT | Pay Day | May 27, 2025 | $0.24 |
 XLI | Pay Day | Jun 26, 2025 | $0.42 |
Performance Metrics
Score 6.9/10
Beta
0.9
0.9
0
0.8
1.2
0
2
Sharpe Ratio
0.64
0.64
0
0.5
1
1.5
1.5
Sortino Ratio
1.4
1.4
0
1
2
3
3
Jensen's Alpha
11.72
11.72
-2
0
2
12
12
Omega Ratio
1.43
1.43
0
1
1.5
2.5
2.5
Treynor Ratio
1.88
1.88
0
0.75
1.25
2
2
Information Ratio
0.36
0.36
0
0.3
0.6
1
1
Calmar Ratio
0.48
0.48
0
0.3
0.6
1
1
Beta
0.9
0.9
0
0.8
1.2
0
2
Sharpe Ratio
0.64
0.64
0
0.5
1
1.5
1.5
Sortino Ratio
1.4
1.4
0
1
2
3
3
Jensen's Alpha
11.72
11.72
-2
0
2
12
12
Omega Ratio
1.43
1.43
0
1
1.5
2.5
2.5
Treynor Ratio
1.88
1.88
0
0.75
1.25
2
2
Information Ratio
0.36
0.36
0
0.3
0.6
1
1
Calmar Ratio
0.48
0.48
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
29.51
High:
WMT
38.72WMTLow:
SUNWQ
-SUNWQDetails
PEG Ratio
164.81
High:
PG
541.29PGLow:
FSLR
19.28FSLRDetails
Price/Book
10.45
High:
CL
366.04CLLow:SUNWQ
-SUNWQDetails
Price/Sales
4.8
High:
V
17.78VLow:SUNWQ
-SUNWQDetails
Price/CF
29.25
High:
BK
82.05BKLow:
NG.L
8.99NG.LDetails
Price/FCF
53.3
High:
KO
272.99KOLow:BK
12.54BKDetails
P/E Ratio
29.51
High:WMT
38.72WMTLow:SUNWQ
-SUNWQDetails
PEG Ratio
164.81
High:PG
541.29PGLow:FSLR
19.28FSLRDetails
Price/Book
10.45
High:CL
366.04CLLow:SUNWQ
-SUNWQDetails
Price/Sales
4.8
High:V
17.78VLow:SUNWQ
-SUNWQDetails
Price/CF
29.25
High:BK
82.05BKLow:NG.L
8.99NG.LDetails
Price/FCF
53.3
High:KO
272.99KOLow:BK
12.54BKDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-40.84% | Jan 2018 | Nov 2020 | 34 |
-28.15% | Nov 2021 | Nov 2024 | 36 |
-14.26% | Feb 2025 | - | 3 |
-12.03% | Jul 2017 | Aug 2017 | 1 |
-11.22% | Sep 2017 | Nov 2017 | 2 |
-3.95% | May 2021 | Oct 2021 | 5 |
-3.24% | Dec 2024 | Jan 2025 | 1 |