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-2.09%
This Month
+4.82%
Year To Date
+42.96%
2 Years
+68.8%
5 Years
+70.74%
10 Years
+7.75%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies39.98%
- 🍞 Consumer Non Durables11.54%
- 🪨 Non Energy Minerals5.9%
- 💻 Electronic Technology5.76%
- 📡 Communications5.03%
- 🖥️ Technology Services5%
- 🛍️ Retail Trade4.97%
- 📊 ETFs4.35%
- 🧬 Health Technology3.96%
- 💵 Cash3.48%
- 💇♀️ Consumer Services3.23%
- 💰 Finance2.71%
- 🚗 Consumer Durables1.4%
- 💼 Commercial Services1.08%
- ⛏️ Energy Minerals1.03%
- 🛠️ Producer Manufacturing0.16%
- 🧪 Process Industries0.06%
- 🚚 Transportation0.01%
- ❓ Other0%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency39.98%
- 🇺🇸 NYSE27.67%
- 🇺🇸 Nasdaq16.03%
- 🇬🇧 LSE4.85%
- 🇩🇪 FRA3.01%
- 🇨🇭 SIX2.25%
- 🇭🇰 Hong Kong Exchanges1.46%
- 🇫🇷 Euronext Paris0.47%
- 🇺🇸 Chicago Board Options Exchange0.44%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States23.79%
- 🇨🇳 China8.23%
- 🇨🇦 Canada6.22%
- 🇬🇧 United Kingdom5.8%
- 🇩🇪 Germany3.01%
- 🇨🇭 Switzerland2.25%
- 🇩🇰 Denmark1.28%
- 🇫🇷 France0.47%
- 🇪🇸 Spain0.33%
- 🇭🇰 Hong Kong0.27%
- 🇳🇱 Netherlands0.19%
Dividends
Dividend Yield
1.13%
36 out of 91 instruments pay dividend.
5 dividend payments in the next 30 days.
Highest Dividend: $MO (7.16%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 BATS.L | 0.19% | 5.78% | $2.36 |
 T | 0.11% | 4.5% | $1.11 |
 NESN.ZU | 0.09% | 3.84% | $3 |
 O | 0.08% | 5.69% | $3.09 |
 B | 0.08% | 1.32% | $0.4 |
 PEP | 0.07% | 3.9% | $5.15 |
 MO | 0.06% | 7.16% | $3.92 |
 DTE.DE | 0.04% | 3.35% | $0.77 |
 VOD | 0.04% | 4.03% | $0.94 |
 VNA.DE | 0.04% | 4.84% | $0.9 |
 NVO | 0.03% | 2.68% | $0.98 |
 JD.US | 0.03% | 3.13% | $0.74 |
 AMGN | 0.03% | 2.94% | $8.76 |
 ULVR.L | 0.03% | 3.38% | $1.47 |
 DIS | 0.03% | 0.89% | $0.75 |
 KO | 0.03% | 2.91% | $1.89 |
 BABA | 0.02% | 0.62% | $0.98 |
 PG | 0.02% | 2.88% | $3.83 |
 TEF | 0.02% | 5.92% | $0.24 |
 P911.DE | 0.02% | 5.01% | $2.31 |
 JNJ | 0.01% | 2.75% | $4.81 |
 0700.HK | 0.01% | 0.69% | $3.4 |
 MC.PA | 0.01% | 2.1% | $13 |
 EQT | 0.01% | 1.08% | $0.62 |
 SIMO | 0.01% | 2.64% | $1.49 |
 VLO | 0.01% | 2.52% | $4.18 |
 LLY | 0.01% | 0.62% | $4.86 |
 ADS.DE | 0% | 1.26% | $0.7 |
 MSFT | 0% | 0.67% | $3 |
 V | 0% | 0.73% | $2.01 |
 GPN | 0% | 1.32% | $1 |
 WMT | 0% | 0.92% | $0.81 |
 PYPL | 0% | 0.21% | - |
 BAYN.DE | 0% | 0.42% | $0.11 |
 GE | 0% | 0.44% | $0.44 |
 NVDA | 0% | 0.02% | $0.02 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
O | Pay Day | Nov 14, 2025 | $0.27 |
PG | Pay Day | Nov 17, 2025 | $1.06 |
MSFT | Ex-Dividend | Nov 20, 2025 | $0.91 |
JNJ | Ex-Dividend | Nov 25, 2025 | $1.30 |
MC.PA | Ex-Dividend | Dec 2, 2025 | $6.47 |
MC.PA | Pay Day | Dec 4, 2025 | $6.47 |
JNJ | Pay Day | Dec 9, 2025 | $1.30 |
MSFT | Pay Day | Dec 11, 2025 | $0.91 |
WMT | Ex-Dividend | Dec 12, 2025 | $0.24 |
 KRBN | Pay Day | Dec 18, 2025 | $0.00 |
BATS.L | Ex-Dividend | Dec 29, 2025 | $0.76 |
WMT | Pay Day | Jan 5, 2026 | $0.24 |
BATS.L | Pay Day | Feb 4, 2026 | $0.76 |
Performance Metrics
Score 3.8/10
Beta
0.93
0.93
0
0.8
1.2
0
2
Sharpe Ratio
0.31
0.31
0
0.5
1
1.5
1.5
Sortino Ratio
0.54
0.54
0
1
2
3
3
Jensen's Alpha
-1.51
-1.51
-2
0
2
4.5
4.5
Omega Ratio
0.93
0.93
0
1
1.5
2.5
2.5
Treynor Ratio
0.84
0.84
0
0.75
1.25
2
2
Information Ratio
-0.09
-0.09
-1
0.3
0.6
1
1
Calmar Ratio
0.2
0.2
0
0.3
0.6
1
1
Beta
0.93
0.93
0
0.8
1.2
0
2
Sharpe Ratio
0.31
0.31
0
0.5
1
1.5
1.5
Sortino Ratio
0.54
0.54
0
1
2
3
3
Jensen's Alpha
-1.51
-1.51
-2
0
2
4.5
4.5
Omega Ratio
0.93
0.93
0
1
1.5
2.5
2.5
Treynor Ratio
0.84
0.84
0
0.75
1.25
2
2
Information Ratio
-0.09
-0.09
-1
0.3
0.6
1
1
Calmar Ratio
0.2
0.2
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
33.22
High:
AMD
115.42AMDLow:
CRSR
-19.65CRSRDetails
PEG Ratio
154.44
High:
O
2,914.15OLow:CRSR
-31.11CRSRDetails
Price/Book
7.51
High:
NVDA
45.75NVDALow:
NIO
-91.52NIODetails
Price/Sales
6.28
High:
MSTR
160.66MSTRLow:
DMKPQ
-DMKPQDetails
Price/CF
22.5
High:MSTR
7,511.07MSTRLow:
VOD
1.61VODDetails
Price/FCF
45.13
High:
PEP
5,253.35PEPLow:VOD
2.89VODDetails
P/E Ratio
33.22
High:AMD
115.42AMDLow:CRSR
-19.65CRSRDetails
PEG Ratio
154.44
High:O
2,914.15OLow:CRSR
-31.11CRSRDetails
Price/Book
7.51
High:NVDA
45.75NVDALow:NIO
-91.52NIODetails
Price/Sales
6.28
High:MSTR
160.66MSTRLow:DMKPQ
-DMKPQDetails
Price/CF
22.5
High:MSTR
7,511.07MSTRLow:VOD
1.61VODDetails
Price/FCF
45.13
High:PEP
5,253.35PEPLow:VOD
2.89VODDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-39.51% | Oct 2018 | Jan 2021 | 27 |
-36.66% | Sep 2021 | Nov 2024 | 38 |
-19.42% | Dec 2024 | Aug 2025 | 8 |
-9.58% | Aug 2018 | Sep 2018 | 1 |
-9.17% | Oct 2025 | - | 2 |
-7.23% | May 2021 | Aug 2021 | 3 |