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-3.1%
This Month
-11.7%
Year To Date
+140.18%
2 Years
+153.31%
5 Years
+381.71%
10 Years
+27.36%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🚗 Consumer Durables29.38%
- 💵 Cash17.86%
- 📊 ETFs17.03%
- 🪙 Cryptocurrencies16.5%
- 🖥️ Technology Services14.56%
- 💻 Electronic Technology0.2%
- 🚚 Transportation0.14%
- 💰 Finance0.08%
- 🧬 Health Technology0.07%
- 🍞 Consumer Non Durables0.06%
- 🧩 Miscellaneous0.06%
- 🛍️ Retail Trade0.06%
- 💇♀️ Consumer Services0.04%
- 📦 Distribution Services0.02%
- 💼 Commercial Services0.02%
- 📡 Communications0.02%
- 🏥 Health Services0.02%
- ⛏️ Energy Minerals0.01%
- 🛠️ Producer Manufacturing0.01%
- ❓ Other0.01%
- ⚡ Utilities0%
- 🧪 Process Industries0%
- 🪨 Non Energy Minerals0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq44.08%
- 🌍 Digital Currency16.5%
- 🇬🇧 LSE11.21%
- 🇺🇸 NYSE6.04%
- 🇩🇪 Xetra ETFs0.2%
- 🇩🇪 FRA0.09%
- 🇳🇴 Oslo Stock Exchange0.04%
- 🇳🇱 Euronext Amsterdam0.03%
- 🇭🇰 Hong Kong Exchanges0.03%
- 🇪🇸 Bolsa De Madrid0.02%
- 🇨🇭 SIX0.01%
- 🇫🇷 Euronext Paris0.01%
- Regular Trading Hours - RTH0.01%
- 🇮🇹 Borsa Italiana0.01%
- 🇺🇸 Chicago Board Options Exchange0.01%
- 🇸🇦 Tadawul0%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States44.17%
- 🇨🇳 China0.1%
- 🇬🇧 United Kingdom0.09%
- 🇩🇪 Germany0.09%
- 🇹🇼 Taiwan0.07%
- 🇳🇱 Netherlands0.05%
- 🇳🇴 Norway0.04%
- 🇪🇸 Spain0.02%
- 🇨🇭 Switzerland0.01%
- 🇫🇷 France0.01%
- 🇰🇾 Cayman Islands0.01%
- 🇸🇬 Singapore0.01%
- 🇧🇷 Brazil0.01%
- 🇮🇪 Ireland0.01%
- 🇲🇨 Monaco0.01%
- 🇮🇹 Italy0.01%
- 🇸🇦 Saudi Arabia0%
Dividends
Dividend Yield
0.04%
53 out of 124 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $FLO (12.1%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 META | 0.02% | 0.35% | $1 |
 NAS.OL | 0.01% | 11.81% | - |
 LHA.DE | 0% | 4.1% | $0.3 |
 PFE | 0% | 6.38% | $1.66 |
 TEF.MC | 0% | 6.79% | $0.24 |
 FLO | 0% | 12.1% | $0.93 |
 ACOMO.NV | 0% | 5.46% | - |
 TSM | 0% | 0.85% | $1.74 |
 MRK | 0% | 2.91% | $3.04 |
 NESN.ZU | 0% | 4.09% | $3 |
 ABEV | 0% | 7.2% | $0.13 |
 RUI.PA | 0% | 6.09% | $1.98 |
 PEP | 0% | 3.79% | $5.15 |
 RI.PA | 0% | 7.28% | $4.7 |
 VOW3.DE | 0% | 7.47% | $9.06 |
 MSFT | 0% | 0.93% | $3 |
 O | 0% | 5.3% | $3.09 |
 BP.L | 0% | 4.36% | $0.23 |
 MCD | 0% | 2.35% | $6.53 |
 BT.L | 0% | 3.87% | $0.08 |
 SDR.L | 0% | 3.76% | $0.22 |
 LLOY.L | 0% | 4% | $0.03 |
 0700.HK | 0% | 1.04% | $3.4 |
 SB | 0% | 3.31% | $0.2 |
 GSK.L | 0% | 3.38% | $0.59 |
 TSCO.L | 0% | 3.05% | $0.12 |
 D | 0% | 4.5% | $2.67 |
 UNH | 0% | 3.21% | $7.74 |
 CARR | 0% | 1.58% | $0.76 |
 KO | 0% | 2.76% | $1.89 |
 GOOG | 0% | 0.28% | $0.2 |
 BAG.L | 0% | 2.75% | $0.15 |
 EZJ.L | 0% | 3.7% | $0.05 |
 AVGO | 0% | 0.8% | $19.7 |
 JD.US | 0% | 3.59% | $0.74 |
 GOOGL | 0% | 0.28% | $0.2 |
 LMT | 0% | 2.15% | $12.45 |
 GRF.MC | 0% | 1.39% | - |
 EXPN.L | 0% | 1.77% | $0.46 |
 V | 0% | 0.84% | $2.01 |
 CPR.MI | 0% | 1.69% | $0.07 |
 9988.HK | 0% | 0.83% | $0.98 |
 LLY | 0% | 0.69% | $4.86 |
 AAPL | 0% | 0.42% | $0.97 |
 SWKS | 0% | 5.2% | $2.72 |
 SMT.L | 0% | 0.37% | $0.03 |
 PYPL | 0% | 0.64% | - |
 NVDA | 0% | 0.02% | $0.02 |
 PHM.MC | 0% | 0.97% | $0.65 |
 WING | 0% | 0.62% | $0.88 |
 BMNR | 0% | 0.05% | - |
 SOLS | 0% | -0.11% | - |
 SCCO | 0% | -2.18% | $-3.76 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 6.9/10
Beta
1.11
1.11
0
0.8
1.2
0
2
Sharpe Ratio
0.7
0.7
0
0.5
1
1.5
1.5
Sortino Ratio
1.27
1.27
0
1
2
3
3
Jensen's Alpha
16.68
16.68
-2
0
2
17
17
Omega Ratio
1.43
1.43
0
1
1.5
2.5
2.5
Treynor Ratio
2.16
2.16
0
0.75
1.25
3
3
Information Ratio
0.46
0.46
0
0.3
0.6
1
1
Calmar Ratio
0.44
0.44
0
0.3
0.6
1
1
Beta
1.11
1.11
0
0.8
1.2
0
2
Sharpe Ratio
0.7
0.7
0
0.5
1
1.5
1.5
Sortino Ratio
1.27
1.27
0
1
2
3
3
Jensen's Alpha
16.68
16.68
-2
0
2
17
17
Omega Ratio
1.43
1.43
0
1
1.5
2.5
2.5
Treynor Ratio
2.16
2.16
0
0.75
1.25
3
3
Information Ratio
0.46
0.46
0
0.3
0.6
1
1
Calmar Ratio
0.44
0.44
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
96.95
High:BP.L
8,032.86BP.LLow:
MANU
-231.9MANUDetails
PEG Ratio
98.9
High:MCD
532.43MCDLow:
HROW
-296.95HROWDetails
Price/Book
13.55
High:
APP
70.11APPLow:MCD
-122.61MCDDetails
Price/Sales
12.3
High:BMNR
948.83BMNRLow:VOW3.DE
0.13VOW3.DEDetails
Price/CF
49.07
High:
PLTR
214.31PLTRLow:TEF.MC
2.02TEF.MCDetails
Price/FCF
126.94
High:PEP
5,797.72PEPLow:
FLOW.NV
2.17FLOW.NVDetails
P/E Ratio
96.95
High:BP.L
8,032.86BP.LLow:MANU
-231.9MANUDetails
PEG Ratio
98.9
High:MCD
532.43MCDLow:HROW
-296.95HROWDetails
Price/Book
13.55
High:APP
70.11APPLow:MCD
-122.61MCDDetails
Price/Sales
12.3
High:BMNR
948.83BMNRLow:VOW3.DE
0.13VOW3.DEDetails
Price/CF
49.07
High:PLTR
214.31PLTRLow:TEF.MC
2.02TEF.MCDetails
Price/FCF
126.94
High:PEP
5,797.72PEPLow:FLOW.NV
2.17FLOW.NVDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-59.56% | Dec 2021 | Oct 2024 | 34 |
-21.07% | May 2019 | Nov 2019 | 6 |
-19.89% | Jan 2021 | Oct 2021 | 9 |
-15.73% | Nov 2025 | - | 5 |
-6.27% | Sep 2020 | Nov 2020 | 2 |
-2.73% | Feb 2025 | Apr 2025 | 2 |
-0.73% | Jun 2020 | Jul 2020 | 1 |