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-0.2%
This Month
+35.34%
Year To Date
+110.41%
2 Years
+77.93%
5 Years
+130.72%
10 Years
+18.2%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology30.82%
- 🖥️ Technology Services26.96%
- 🚚 Transportation8.56%
- 💇♀️ Consumer Services8.34%
- 🪙 Cryptocurrencies7.45%
- 💰 Finance6.62%
- 🛍️ Retail Trade2.93%
- 🚗 Consumer Durables1.74%
- 💼 Commercial Services1.6%
- 🧬 Health Technology1.1%
- 📊 ETFs0.97%
- 📡 Communications0.91%
- 🧪 Process Industries0.84%
- ⛏️ Energy Minerals0.32%
- 🛠️ Producer Manufacturing0.29%
- ⚡ Utilities0.18%
- 💵 Cash0.15%
- 🏥 Health Services0.07%
- 🍞 Consumer Non Durables0.04%
Exchanges Breakdown
- Exchange
- Total
- 🇬🇧 LSE46.97%
- 🇺🇸 Nasdaq29.64%
- 🇺🇸 NYSE14.64%
- 🌍 Digital Currency7.45%
- 🇳🇱 Euronext Amsterdam0.46%
- 🇩🇪 FRA0.3%
- 🇸🇦 Tadawul0.16%
- 🇩🇰 Copenhagen Stock Exchange0.13%
Countries Breakdown
- Country
- Total
- 🇬🇧 United Kingdom44.47%
- 🇺🇸 United States36.98%
- 🇨🇳 China3.14%
- 🇩🇪 Germany2.36%
- 🇨🇦 Canada1.32%
- 🇺🇾 Uruguay1.08%
- 🇸🇬 Singapore0.68%
- 🇳🇱 Netherlands0.46%
- 🇮🇱 Israel0.32%
- 🇰🇾 Cayman Islands0.24%
- 🇸🇦 Saudi Arabia0.16%
- 🇩🇰 Denmark0.13%
- 🇷🇺 Russia0%
Dividends
Dividend Yield
0.76%
34 out of 127 instruments pay dividend.
9 dividend payments in the next 30 days.
Highest Dividend: $WDI.DE (1156.07%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 RR.L | 0.27% | 0.98% | - |
 IAG.L | 0.12% | 1.84% | - |
 LLOY.L | 0.06% | 4.19% | $0.03 |
 MONY.L | 0.06% | 6.19% | $0.12 |
 ITV.L | 0.04% | 6.09% | $0.05 |
 WTB.L | 0.03% | 3.13% | $0.97 |
 SMWH.L | 0.02% | 5.13% | $0.32 |
 DOM.L | 0.02% | 5.33% | $0.11 |
 IAEX.L | 0.02% | 2% | - |
 DIS | 0.01% | 0.85% | $0.75 |
 MRO.L | 0.01% | 1.04% | $0.05 |
 SAOC | 0.01% | 6.74% | $1.87 |
 EZJ.L | 0.01% | 2.59% | $0.05 |
 LUV | 0.01% | 2.32% | $0.72 |
 SSPG.L | 0.01% | 2.44% | $0.04 |
 T | 0.01% | 3.76% | $1.11 |
 FF | 0.01% | 6.1% | $0.24 |
 MSFT | 0% | 0.67% | $3 |
 NOVO-B.CO | 0% | 3.33% | $9.4 |
 MCG.L | 0% | 2.42% | $0.07 |
 BABA | 0% | 0.76% | $0.98 |
 BA.L | 0% | 1.92% | $0.3 |
 DPZ | 0% | 1.46% | $5.44 |
 AAPL | 0% | 0.43% | $0.97 |
 AXP | 0% | 0.93% | $2.6 |
 RCL | 0% | 0.7% | - |
 SAP.DE | 0% | 1.03% | $2.2 |
 INTC | 0% | 0.51% | $0.5 |
 NVTKL.L | 0% | 109.46% | - |
 META | 0% | 0.27% | $1 |
 VST | 0% | 0.48% | $0.85 |
 GOOG | 0% | 0.35% | $0.2 |
 NVDA | 0% | 0.02% | $0.02 |
 WDI.DE | 0% | 1156.07% | $0.2 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
GOOG | Ex-Dividend | Sep 8, 2025 | $0.21 |
MONY.L | Pay Day | Sep 8, 2025 | $0.04 |
MSFT | Pay Day | Sep 11, 2025 | $0.83 |
NVDA | Ex-Dividend | Sep 11, 2025 | $0.01 |
GOOG | Pay Day | Sep 15, 2025 | $0.21 |
MRO.L | Pay Day | Sep 15, 2025 | $0.03 |
DPZ | Ex-Dividend | Sep 15, 2025 | $1.74 |
VST | Ex-Dividend | Sep 19, 2025 | $0.23 |
LUV | Pay Day | Sep 24, 2025 | $0.18 |
DOM.L | Pay Day | Sep 26, 2025 | $0.05 |
DPZ | Pay Day | Sep 30, 2025 | $1.74 |
VST | Pay Day | Sep 30, 2025 | $0.23 |
NVDA | Pay Day | Oct 2, 2025 | $0.01 |
ITV.L | Ex-Dividend | Oct 16, 2025 | $0.02 |
ITV.L | Pay Day | Nov 25, 2025 | $0.02 |
Performance Metrics
Score 5.9/10
Beta
1.03
1.03
0
0.8
1.2
0
2
Sharpe Ratio
0.6
0.6
0
0.5
1
1.5
1.5
Sortino Ratio
1.06
1.06
0
1
2
3
3
Jensen's Alpha
2.31
2.31
-2
0
2
4.5
4.5
Omega Ratio
1.11
1.11
0
1
1.5
2.5
2.5
Treynor Ratio
1.3
1.3
0
0.75
1.25
2
2
Information Ratio
0.13
0.13
0
0.3
0.6
1
1
Calmar Ratio
0.31
0.31
0
0.3
0.6
1
1
Beta
1.03
1.03
0
0.8
1.2
0
2
Sharpe Ratio
0.6
0.6
0
0.5
1
1.5
1.5
Sortino Ratio
1.06
1.06
0
1
2
3
3
Jensen's Alpha
2.31
2.31
-2
0
2
4.5
4.5
Omega Ratio
1.11
1.11
0
1
1.5
2.5
2.5
Treynor Ratio
1.3
1.3
0
0.75
1.25
2
2
Information Ratio
0.13
0.13
0
0.3
0.6
1
1
Calmar Ratio
0.31
0.31
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
36.43
High:
PLTR
518.91PLTRLow:
GTLB
-1,293.45GTLBDetails
PEG Ratio
275.26
High:
AAPL
24,779.06AAPLLow:GTLB
-1,306.99GTLBDetails
Price/Book
13.82
High:
OCGN
98.56OCGNLow:
NIO
-76.32NIODetails
Price/Sales
7.9
High:
MSTR
217.37MSTRLow:
CRBP
-CRBPDetails
Price/CF
29.19
High:MSTR
7,511.07MSTRLow:
TLW.L
0.72TLW.LDetails
Price/FCF
49.37
High:MSTR
1,187.5MSTRLow:TLW.L
1.1TLW.LDetails
P/E Ratio
36.43
High:PLTR
518.91PLTRLow:GTLB
-1,293.45GTLBDetails
PEG Ratio
275.26
High:AAPL
24,779.06AAPLLow:GTLB
-1,306.99GTLBDetails
Price/Book
13.82
High:OCGN
98.56OCGNLow:NIO
-76.32NIODetails
Price/Sales
7.9
High:MSTR
217.37MSTRLow:CRBP
-CRBPDetails
Price/CF
29.19
High:MSTR
7,511.07MSTRLow:TLW.L
0.72TLW.LDetails
Price/FCF
49.37
High:MSTR
1,187.5MSTRLow:TLW.L
1.1TLW.LDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-53.64% | Jul 2021 | Jun 2025 | 47 |
-3.81% | Sep 2020 | Nov 2020 | 2 |
-2.1% | May 2021 | Jun 2021 | 1 |
-0.2% | Sep 2025 | - | 1 |