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-1.38%
This Month
+5.24%
Year To Date
+51.64%
2 Years
+73.33%
5 Years
+73.33%
10 Years
+13.82%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies64.67%
- 🛍️ Retail Trade8.81%
- 💻 Electronic Technology5.28%
- 💵 Cash4.7%
- 🖥️ Technology Services3.85%
- 📊 ETFs3.4%
- 🧬 Health Technology2.25%
- 🪨 Non Energy Minerals1.68%
- 💰 Finance1.45%
- 🍞 Consumer Non Durables1.33%
- 🚗 Consumer Durables0.66%
- 🏥 Health Services0.51%
- 💇♀️ Consumer Services0.42%
- ⛏️ Energy Minerals0.35%
- 🛠️ Producer Manufacturing0.19%
- 🚚 Transportation0.07%
- 💼 Commercial Services0.07%
- 🏭 Industrial Services0.06%
- 📡 Communications0.05%
- 🧪 Process Industries0.01%
- 📦 Distribution Services0%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency64.67%
- 🇬🇧 LSE11.54%
- 🇺🇸 Nasdaq9.63%
- 🇺🇸 NYSE8.68%
- 🇩🇪 Xetra ETFs0.26%
- 🇫🇷 Euronext Paris0.22%
- 🇳🇱 Euronext Amsterdam0.07%
- 🇭🇰 Hong Kong Exchanges0.03%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States12.36%
- 🇬🇧 United Kingdom11.46%
- 🇳🇱 Netherlands0.71%
- 🇨🇦 Canada0.61%
- 🇮🇱 Israel0.33%
- 🇨🇳 China0.32%
- 🇫🇷 France0.22%
- 🇩🇰 Denmark0.22%
- 🇮🇹 Italy0.21%
- 🇩🇪 Germany0.21%
- 🇧🇷 Brazil0.19%
- 🇸🇬 Singapore0.09%
- 🇨🇭 Switzerland0.07%
- 🇮🇪 Ireland0.02%
- 🇵🇷 Puerto Rico0.02%
- 🇷🇺 Russia0.02%
- 🇨🇾 Cyprus0.01%
Dividends
Dividend Yield
0.57%
54 out of 131 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $OGZDL.L (67.74%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 EVR.L | 0.22% | 17.85% | - |
 JD.L | 0.1% | 1.19% | $0.01 |
 O | 0.08% | 5.72% | $3.09 |
 BA.L | 0.04% | 1.97% | $0.3 |
 ABBV | 0.04% | 2.93% | $6.06 |
 PBR.A | 0.02% | 9.98% | $2.21 |
 PEP | 0.02% | 3.79% | $5.15 |
 OGZDL.L | 0.01% | 67.74% | - |
 UNH | 0.01% | 2.67% | $7.74 |
 NVO | 0.01% | 2.56% | $0.98 |
 MDLZ | 0.01% | 3.56% | $1.7 |
 PNL.NV | 0% | 6.72% | $0.09 |
 MC.PA | 0% | 2.06% | $13 |
 ASML | 0% | 0.59% | $5.57 |
 HUM | 0% | 1.36% | $3.54 |
 VZ | 0% | 6.87% | $2.66 |
 OXY | 0% | 2.42% | $0.8 |
 COST | 0% | 0.59% | $19.22 |
 RACE | 0% | 0.93% | $2.64 |
 GOOG | 0% | 0.27% | $0.2 |
 WES | 0% | 9.23% | $2.59 |
 BABA | 0% | 0.69% | $0.98 |
 OFG | 0% | 2.84% | $0.94 |
 NTAP | 0% | 1.86% | $2.02 |
 DIS | 0% | 0.9% | $0.75 |
 TXRH | 0% | 1.55% | $2.32 |
 NVDA | 0% | 0.02% | $0.02 |
 GPN | 0% | 1.24% | $1 |
 TJX | 0% | 1.1% | $1.42 |
 RSG | 0% | 1.13% | $2.14 |
 SNA | 0% | 2.56% | $7.2 |
 TT | 0% | 0.96% | $3.27 |
 ROST | 0% | 0.89% | $1.41 |
 BCO | 0% | 0.85% | $0.9 |
 SRCE | 0% | 2.32% | $1.34 |
 PG | 0% | 2.89% | $3.83 |
 GD | 0% | 1.77% | $5.48 |
 TOL | 0% | 0.72% | $0.86 |
 AFL | 0% | 2.13% | $1.84 |
 ADP | 0% | 2.45% | $5.45 |
 TRV | 0% | 1.49% | $4.05 |
 APH | 0% | 0.55% | $0.44 |
 WAB | 0% | 0.46% | $0.74 |
 WM | 0% | 1.53% | $2.9 |
 EXP | 0% | 0.46% | $1 |
 LIN | 0% | 1.42% | $5.33 |
 AAPL | 0% | 0.38% | $0.97 |
 CTVA | 0% | 1.06% | $0.64 |
 ACM | 0% | 1.13% | $0.84 |
 GWW | 0% | 0.86% | $7.63 |
 AMAT | 0% | 0.72% | $1.44 |
 FIX | 0% | 0.21% | $1.02 |
 FG | 0% | -2.92% | $-0.83 |
 1171.HK | 0% | -7.86% | $-1.6 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
TT | Pay Day | Dec 31, 2025 | $0.94 |
Performance Metrics
Score 5.5/10
Beta
1.06
1.06
0
0.8
1.2
0
2
Sharpe Ratio
0.49
0.49
0
0.5
1
1.5
1.5
Sortino Ratio
0.83
0.83
0
1
2
3
3
Jensen's Alpha
2.61
2.61
-2
0
2
4.5
4.5
Omega Ratio
1.13
1.13
0
1
1.5
2.5
2.5
Treynor Ratio
0.95
0.95
0
0.75
1.25
2
2
Information Ratio
0.17
0.17
0
0.3
0.6
1
1
Calmar Ratio
0.38
0.38
0
0.3
0.6
1
1
Beta
1.06
1.06
0
0.8
1.2
0
2
Sharpe Ratio
0.49
0.49
0
0.5
1
1.5
1.5
Sortino Ratio
0.83
0.83
0
1
2
3
3
Jensen's Alpha
2.61
2.61
-2
0
2
4.5
4.5
Omega Ratio
1.13
1.13
0
1
1.5
2.5
2.5
Treynor Ratio
0.95
0.95
0
0.75
1.25
2
2
Information Ratio
0.17
0.17
0
0.3
0.6
1
1
Calmar Ratio
0.38
0.38
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
43.56
High:
INTC
3,473.58INTCLow:
ROKU
-549.6ROKUDetails
PEG Ratio
292.3
High:
AMAT
6,178.93AMATLow:ROKU
-654.48ROKUDetails
Price/Book
14.02
High:
PLTR
69.93PLTRLow:
ABBV
-151.73ABBVDetails
Price/Sales
8.48
High:PLTR
127.61PLTRLow:
LAC
-LACDetails
Price/CF
32.08
High:PLTR
258.05PLTRLow:
FG
0.79FGDetails
Price/FCF
55.42
High:
PEP
5,253.35PEPLow:FG
0.81FGDetails
P/E Ratio
43.56
High:INTC
3,473.58INTCLow:ROKU
-549.6ROKUDetails
PEG Ratio
292.3
High:AMAT
6,178.93AMATLow:ROKU
-654.48ROKUDetails
Price/Book
14.02
High:PLTR
69.93PLTRLow:ABBV
-151.73ABBVDetails
Price/Sales
8.48
High:PLTR
127.61PLTRLow:LAC
-LACDetails
Price/CF
32.08
High:PLTR
258.05PLTRLow:FG
0.79FGDetails
Price/FCF
55.42
High:PEP
5,253.35PEPLow:FG
0.81FGDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-34.79% | Nov 2021 | Feb 2024 | 27 |
-16.75% | Oct 2025 | - | 3 |
-10.63% | Apr 2024 | Oct 2024 | 6 |
-8.91% | Feb 2025 | May 2025 | 3 |
-3.23% | Dec 2024 | Jan 2025 | 1 |
-2.31% | Sep 2021 | Oct 2021 | 1 |
-1.54% | Aug 2025 | Sep 2025 | 1 |