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-3.48%
This Month
-7.83%
Year To Date
+10.93%
2 Years
+48.66%
5 Years
+57.46%
10 Years
+9.51%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies58.54%
- 💻 Electronic Technology8.2%
- 🛍️ Retail Trade8.1%
- 🖥️ Technology Services5.85%
- 💵 Cash4.68%
- 📊 ETFs4.65%
- 🪨 Non Energy Minerals1.97%
- 🧬 Health Technology1.56%
- 💰 Finance1.25%
- 💇♀️ Consumer Services1.14%
- 🧩 Miscellaneous0.99%
- 🚗 Consumer Durables0.93%
- 🍞 Consumer Non Durables0.32%
- 🛠️ Producer Manufacturing0.32%
- 🏭 Industrial Services0.19%
- 🚚 Transportation0.06%
- 📡 Communications0.06%
- ⛏️ Energy Minerals0.06%
- 💼 Commercial Services0.04%
- 🏥 Health Services0.04%
- ❓ Other0.01%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency58.54%
- 🇺🇸 Nasdaq13.53%
- 🇬🇧 LSE12.45%
- 🇺🇸 NYSE8.44%
- 🇩🇪 Xetra ETFs1.05%
- 🇫🇷 Euronext Paris0.15%
- 🇳🇱 Euronext Amsterdam0.06%
- 🇭🇰 Hong Kong Exchanges0.04%
- 🇺🇸 OTC Markets Stock Exchange0%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States15.87%
- 🇬🇧 United Kingdom11.41%
- 🇨🇳 China0.64%
- 🇮🇱 Israel0.64%
- 🇨🇦 Canada0.62%
- 🇮🇹 Italy0.24%
- 🇩🇪 Germany0.23%
- 🇫🇷 France0.17%
- 🇸🇬 Singapore0.07%
- 🇳🇱 Netherlands0.06%
- 🇵🇷 Puerto Rico0.04%
- 🇸🇪 Sweden0.03%
- 🇨🇭 Switzerland0.03%
- 🇷🇺 Russia0.02%
- 🇨🇾 Cyprus0.01%
Dividends
Dividend Yield
0.51%
40 out of 93 instruments pay dividend.
0 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 | 0.24% | 17.85% | - |
 JD.L | 0.13% | 1.58% | $0.01 |
 BA.L | 0.04% | 1.77% | $0.3 |
 ABBV | 0.04% | 2.64% | $6.06 |
 MCD | 0.02% | 2.94% | $6.53 |
 OGZDL.L | 0.01% | 67.74% | - |
 MDLZ | 0.01% | 3.23% | $1.7 |
 MC.PA | 0% | 3.13% | $13 |
 VZ | 0% | 5.6% | $2.66 |
 AXP | 0% | 1.12% | $2.6 |
 PNL.NV | 0% | 4.6% | $0.09 |
 GOOG | 0% | 0.25% | $0.2 |
 RACE | 0% | 1.01% | $2.64 |
 NVDA | 0% | 0.13% | $0.02 |
 ALV | 0% | 2.99% | $2.7 |
 HBT | 0% | 2.44% | $0.72 |
 OFG | 0% | 2.48% | $0.94 |
 MU | 0% | 0.06% | $0.46 |
 DRI | 0% | 2.96% | $5.24 |
 TJX | 0% | 1.47% | $1.42 |
 CSCO | 0% | 1.52% | $1.58 |
 NTAP | 0% | 1.08% | $2.02 |
 BABA | 0% | 0.95% | $0.98 |
 PRI | 0% | 1.53% | $2.8 |
 DPZ | 0% | 2.46% | $5.44 |
 DIS | 0% | 1.4% | $0.75 |
 BBW | 0% | 3.41% | $0.4 |
 ORCL | 0% | 1.36% | $1.6 |
 OTIS | 0% | 2.44% | $1.41 |
 MAS | 0% | 0.94% | $1.15 |
 BYD | 0% | 1.01% | $0.66 |
 AWI | 0% | 0.84% | $1.09 |
 COST | 0% | 0.62% | $19.22 |
 WAB | 0% | 0.41% | $0.74 |
 AAPL | 0% | 0.32% | $0.97 |
 FIX | 0% | 0.16% | $1.02 |
 EME | 0% | 0.2% | $0.79 |
 HWM | 0% | 0.21% | $0.19 |
 FG | 0% | -4.21% | $-0.83 |
 1171.HK | 0% | -4.57% | $-1.6 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 4.1/10
Beta
1.05
1.05
0
0.8
1.2
0
2
Sharpe Ratio
0.36
0.36
0
0.5
1
1.5
1.5
Sortino Ratio
0.58
0.58
0
1
2
3
3
Jensen's Alpha
-0.73
-0.73
-2
0
2
4.5
4.5
Omega Ratio
0.99
0.99
0
1
1.5
2.5
2.5
Treynor Ratio
0.72
0.72
0
0.75
1.25
2
2
Information Ratio
-0.01
-0.01
-1
0.3
0.6
1
1
Calmar Ratio
0.28
0.28
0
0.3
0.6
1
1
Beta
1.05
1.05
0
0.8
1.2
0
2
Sharpe Ratio
0.36
0.36
0
0.5
1
1.5
1.5
Sortino Ratio
0.58
0.58
0
1
2
3
3
Jensen's Alpha
-0.73
-0.73
-2
0
2
4.5
4.5
Omega Ratio
0.99
0.99
0
1
1.5
2.5
2.5
Treynor Ratio
0.72
0.72
0
0.75
1.25
2
2
Information Ratio
-0.01
-0.01
-1
0.3
0.6
1
1
Calmar Ratio
0.28
0.28
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
34.45
High:
TSLA
372.52TSLALow:
BILL
-31,815.38BILLDetails
PEG Ratio
140.04
High:
CLH
1,931.88CLHLow:
WBD
-45.16WBDDetails
Price/Book
13.28
High:AAPL
45.17AAPLLow:MCD
-151.69MCDDetails
Price/Sales
11.47
High:
SMR
154.81SMRLow:
LAC
-LACDetails
Price/CF
26.89
High:
MSTR
7,511.07MSTRLow:FG
0.68FGDetails
Price/FCF
46.17
High:BABA
1,196.17BABALow:FG
0.7FGDetails
P/E Ratio
34.45
High:TSLA
372.52TSLALow:BILL
-31,815.38BILLDetails
PEG Ratio
140.04
High:CLH
1,931.88CLHLow:WBD
-45.16WBDDetails
Price/Book
13.28
High:AAPL
45.17AAPLLow:MCD
-151.69MCDDetails
Price/Sales
11.47
High:SMR
154.81SMRLow:LAC
-LACDetails
Price/CF
26.89
High:MSTR
7,511.07MSTRLow:FG
0.68FGDetails
Price/FCF
46.17
High:BABA
1,196.17BABALow:FG
0.7FGDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-34.79% | Nov 2021 | Feb 2024 | 27 |
-32.99% | Oct 2025 | - | 12 |
-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 |