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+5.98%
This Month
-5.92%
Year To Date
+15.1%
2 Years
-6.38%
5 Years
+44.32%
10 Years
+4.96%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies31.18%
- 🍞 Consumer Non Durables12.75%
- 💻 Electronic Technology7.72%
- 📡 Communications6.82%
- 🖥️ Technology Services6.42%
- 🧬 Health Technology5.82%
- 🪨 Non Energy Minerals5.67%
- 🛍️ Retail Trade5.4%
- 💰 Finance4.63%
- 💇♀️ Consumer Services4.18%
- 📊 ETFs3.68%
- 🚗 Consumer Durables1.41%
- ⛏️ Energy Minerals1.29%
- 💼 Commercial Services1.17%
- 🧩 Miscellaneous1.12%
- 💵 Cash0.38%
- 🛠️ Producer Manufacturing0.16%
- 🧪 Process Industries0.04%
- ❓ Other0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE34.11%
- 🌍 Digital Currency31.18%
- 🇺🇸 Nasdaq21.13%
- 🇬🇧 LSE3.94%
- 🇩🇪 FRA3.88%
- 🇨🇭 SIX2.98%
- 🇭🇰 Hong Kong Exchanges1.37%
- 🇫🇷 Euronext Paris0.46%
- 🇺🇸 Chicago Board Options Exchange0.44%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States33.08%
- 🇨🇳 China8.83%
- 🇨🇦 Canada6%
- 🇬🇧 United Kingdom5.4%
- 🇩🇪 Germany3.88%
- 🇨🇭 Switzerland2.98%
- 🇩🇰 Denmark2.23%
- 🇫🇷 France0.46%
- 🇪🇸 Spain0.43%
- 🇳🇱 Netherlands0.22%
Dividends
Dividend Yield
1.44%
35 out of 91 instruments pay dividend.
7 dividend payments in the next 30 days.
Highest Dividend: $MO (6.51%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 O | 0.16% | 4.98% | $3.09 |
 BATS.L | 0.14% | 5.82% | $2.36 |
 T | 0.13% | 4.24% | $1.11 |
 NESN.ZU | 0.12% | 4.06% | $3 |
 B | 0.11% | 1.97% | $0.4 |
 PEP | 0.09% | 3.63% | $5.15 |
 MO | 0.08% | 6.51% | $3.92 |
 NVO | 0.07% | 3.04% | $0.98 |
 DTE.DE | 0.06% | 3.38% | $0.77 |
 DIS | 0.05% | 1.41% | $0.75 |
 VOD | 0.05% | 3.18% | $0.94 |
 VNA.DE | 0.05% | 5.27% | $0.9 |
 AMGN | 0.04% | 2.8% | $8.76 |
 JD.US | 0.04% | 3.12% | $0.74 |
 ULVR.L | 0.04% | 4.04% | $1.47 |
 KO | 0.03% | 2.73% | $1.89 |
 BABA | 0.03% | 0.73% | $0.98 |
 PG | 0.03% | 2.85% | $3.83 |
 TELFY | 0.02% | 5.67% | $0.24 |
 P911.DE | 0.02% | 5.47% | $2.31 |
 JNJ | 0.01% | 2.25% | $4.81 |
 0700.HK | 0.01% | 1.02% | $3.4 |
 MC.PA | 0.01% | 2.66% | $13 |
 EQT | 0.01% | 1.13% | $0.62 |
 ADS.DE | 0.01% | 1.94% | $0.7 |
 VLO | 0.01% | 2.03% | $4.18 |
 LLY | 0.01% | 0.68% | $4.86 |
 MSFT | 0.01% | 0.85% | $3 |
 V | 0% | 0.8% | $2.01 |
 PYPL | 0% | 0.55% | - |
 GPN | 0% | 1.38% | $1 |
 WMT | 0% | 0.77% | $0.81 |
 GE | 0% | 0.51% | $0.44 |
 BAYN.DE | 0% | 0.27% | $0.11 |
 NVDA | 0% | 0.02% | $0.02 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
PG | Ex-Dividend | Apr 24, 2026 | $1.09 |
GE | Pay Day | Apr 27, 2026 | $0.47 |
MC.PA | Ex-Dividend | Apr 28, 2026 | $8.60 |
JD.US | Pay Day | Apr 29, 2026 | $1.00 |
MC.PA | Pay Day | Apr 30, 2026 | $8.60 |
MO | Pay Day | Apr 30, 2026 | $1.06 |
O | Ex-Dividend | Apr 30, 2026 | $0.27 |
T | Pay Day | May 1, 2026 | $0.28 |
EQT | Ex-Dividend | May 6, 2026 | $0.17 |
WMT | Ex-Dividend | May 8, 2026 | $0.25 |
PG | Pay Day | May 15, 2026 | $1.09 |
AMGN | Ex-Dividend | May 15, 2026 | $2.52 |
0700.HK | Ex-Dividend | May 15, 2026 | $0.68 |
O | Pay Day | May 15, 2026 | $0.27 |
MSFT | Ex-Dividend | May 21, 2026 | $0.91 |
JNJ | Ex-Dividend | May 26, 2026 | $1.34 |
WMT | Pay Day | May 26, 2026 | $0.25 |
0700.HK | Pay Day | Jun 1, 2026 | $0.68 |
EQT | Pay Day | Jun 1, 2026 | $0.17 |
AMGN | Pay Day | Jun 5, 2026 | $2.52 |
JNJ | Pay Day | Jun 9, 2026 | $1.34 |
MSFT | Pay Day | Jun 11, 2026 | $0.91 |
DIS | Ex-Dividend | Jun 30, 2026 | $0.75 |
BATS.L | Ex-Dividend | Jul 9, 2026 | $0.83 |
DIS | Pay Day | Jul 22, 2026 | $0.75 |
BATS.L | Pay Day | Aug 14, 2026 | $0.83 |
Performance Metrics
Score 3.2/10
Beta
0.94
0.94
0
0.8
1.2
0
2
Sharpe Ratio
0.19
0.19
0
0.5
1
1.5
1.5
Sortino Ratio
0.32
0.32
0
1
2
3
3
Jensen's Alpha
-4.13
-4.13
-5
0
2
4.5
4.5
Omega Ratio
0.86
0.86
0
1
1.5
2.5
2.5
Treynor Ratio
0.5
0.5
0
0.75
1.25
2
2
Information Ratio
-0.19
-0.19
-1
0.3
0.6
1
1
Calmar Ratio
0.1
0.1
0
0.3
0.6
1
1
Beta
0.94
0.94
0
0.8
1.2
0
2
Sharpe Ratio
0.19
0.19
0
0.5
1
1.5
1.5
Sortino Ratio
0.32
0.32
0
1
2
3
3
Jensen's Alpha
-4.13
-4.13
-5
0
2
4.5
4.5
Omega Ratio
0.86
0.86
0
1
1.5
2.5
2.5
Treynor Ratio
0.5
0.5
0
0.75
1.25
2
2
Information Ratio
-0.19
-0.19
-1
0.3
0.6
1
1
Calmar Ratio
0.1
0.1
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
30.3
High:
BA
117.82BALow:
CRON
-109.35CRONDetails
PEG Ratio
80.08
High:V
552.81VLow:
CRSR
-60.73CRSRDetails
Price/Book
7.47
High:LLY
33.01LLYLow:MO
-30.89MODetails
Price/Sales
6.1
High:
MSTR
105.23MSTRLow:
DMKPQ
-DMKPQDetails
Price/CF
23.69
High:MSTR
7,511.07MSTRLow:VOD
1.93VODDetails
Price/FCF
47.59
High:CRON
6,729.01CRONLow:VOD
3.35VODDetails
P/E Ratio
30.3
High:BA
117.82BALow:CRON
-109.35CRONDetails
PEG Ratio
80.08
High:V
552.81VLow:CRSR
-60.73CRSRDetails
Price/Book
7.47
High:LLY
33.01LLYLow:MO
-30.89MODetails
Price/Sales
6.1
High:MSTR
105.23MSTRLow:DMKPQ
-DMKPQDetails
Price/CF
23.69
High:MSTR
7,511.07MSTRLow:VOD
1.93VODDetails
Price/FCF
47.59
High:CRON
6,729.01CRONLow:VOD
3.35VODDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-39.51% | Oct 2018 | Jan 2021 | 27 |
-36.66% | Sep 2021 | Nov 2024 | 38 |
-27.55% | Oct 2025 | - | 7 |
-19.42% | Dec 2024 | Aug 2025 | 8 |
-9.58% | Aug 2018 | Sep 2018 | 1 |
-7.23% | May 2021 | Aug 2021 | 3 |