Loading...
+1.49%
This Month
+6.78%
Year To Date
+101.86%
2 Years
+16.16%
5 Years
+5.71%
10 Years
+0.62%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology20.84%
- 🌾 Commodities14.97%
- 🖥️ Technology Services14.18%
- 💵 Cash11.65%
- 🚗 Consumer Durables7.61%
- 🪙 Cryptocurrencies6.65%
- 💰 Finance4.77%
- 🛍️ Retail Trade1.82%
- 💼 Commercial Services1.07%
- 🧬 Health Technology0.84%
- 🏥 Health Services0.74%
- 💇♀️ Consumer Services0.7%
- 🍞 Consumer Non Durables0.65%
- 📊 ETFs0.48%
- 📡 Communications0.38%
- 🏭 Industrial Services0.33%
- 🧪 Process Industries0.14%
- 🛠️ Producer Manufacturing0.07%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq31.51%
- 🇺🇸 NYSE15.27%
- 🌍 Commodity14.97%
- 🌍 Digital Currency6.65%
- 🇬🇧 LSE5.24%
- 🇩🇪 FRA1.24%
- 🇮🇹 Borsa Italiana0.74%
- 🇭🇰 Hong Kong Exchanges0.48%
- 🇫🇷 Euronext Paris0.15%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States41.27%
- 🇬🇧 United Kingdom5.24%
- 🇹🇼 Taiwan1.55%
- 🇱🇺 Luxembourg1.49%
- 🇩🇪 Germany1.31%
- 🇺🇾 Uruguay0.92%
- 🇨🇳 China0.8%
- 🇨🇭 Switzerland0.74%
- 🇳🇴 Norway0.47%
- 🇨🇦 Canada0.19%
- 🇫🇷 France0.15%
- 🇮🇱 Israel0.03%
Dividends
Dividend Yield
0.27%
21 out of 80 instruments pay dividend.
5 dividend payments in the next 30 days.
Highest Dividend: $VOW3.DE (6.37%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 DELL | 0.04% | 1.55% | $1.63 |
 RR.L | 0.04% | 0.98% | - |
 CON.DE | 0.03% | 3.45% | $2.2 |
 BRBY.L | 0.03% | 5.07% | $0.61 |
 C | 0.02% | 2.39% | $2.12 |
 OPRA | 0.02% | 4.4% | $0.78 |
 XLE | 0.02% | 3.37% | - |
 TSM | 0.02% | 1.01% | $1.74 |
 BARC.L | 0.01% | 2.35% | $0.08 |
 BAC | 0.01% | 2.14% | $0.96 |
 STMMI.MI | 0.01% | 1.36% | $0.28 |
 1585.HK | 0.01% | 1.62% | $0.48 |
 GOOG | 0% | 0.35% | $0.2 |
 MC.PA | 0% | 2.63% | $13 |
 ASO | 0% | 0.99% | $0.4 |
 BKNG | 0% | 0.68% | $17.5 |
 RHM.DE | 0% | 0.47% | $5.7 |
 AAPL | 0% | 0.43% | $0.97 |
 VOW3.DE | 0% | 6.37% | $9.06 |
 VG | 0% | 0.26% | - |
 NVDA | 0% | 0.02% | $0.02 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
GOOG | Ex-Dividend | Sep 8, 2025 | $0.21 |
NVDA | Ex-Dividend | Sep 11, 2025 | $0.01 |
ASO | Ex-Dividend | Sep 11, 2025 | $0.13 |
GOOG | Pay Day | Sep 15, 2025 | $0.21 |
BARC.L | Pay Day | Sep 16, 2025 | $0.04 |
TSM | Ex-Dividend | Sep 16, 2025 | $0.82 |
BAC | Pay Day | Sep 26, 2025 | $0.28 |
BKNG | Pay Day | Sep 30, 2025 | $9.60 |
NVDA | Pay Day | Oct 2, 2025 | $0.01 |
TSM | Pay Day | Oct 9, 2025 | $0.82 |
ASO | Pay Day | Oct 9, 2025 | $0.13 |
DELL | Ex-Dividend | Oct 21, 2025 | $0.52 |
DELL | Pay Day | Oct 31, 2025 | $0.52 |
MC.PA | Ex-Dividend | Dec 2, 2025 | $6.47 |
MC.PA | Pay Day | Dec 4, 2025 | $6.47 |
Performance Metrics
Score 3.2/10
Beta
2.57
2.57
0
0.8
1.2
0
3
Sharpe Ratio
0.33
0.33
0
0.5
1
1.5
1.5
Sortino Ratio
0.51
0.51
0
1
2
3
3
Jensen's Alpha
-7
-7
-7
0
2
4.5
4.5
Omega Ratio
1.15
1.15
0
1
1.5
2.5
2.5
Treynor Ratio
0.72
0.72
0
0.75
1.25
2
2
Information Ratio
0.18
0.18
0
0.3
0.6
1
1
Calmar Ratio
0
0
0
0.3
0.6
1
1
Beta
2.57
2.57
0
0.8
1.2
0
3
Sharpe Ratio
0.33
0.33
0
0.5
1
1.5
1.5
Sortino Ratio
0.51
0.51
0
1
2
3
3
Jensen's Alpha
-7
-7
-7
0
2
4.5
4.5
Omega Ratio
1.15
1.15
0
1
1.5
2.5
2.5
Treynor Ratio
0.72
0.72
0
0.75
1.25
2
2
Information Ratio
0.18
0.18
0
0.3
0.6
1
1
Calmar Ratio
0
0
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
45.7
High:
TWLO
870.53TWLOLow:
RKLB
-93.97RKLBDetails
PEG Ratio
540.4
High:
AAPL
24,779.06AAPLLow:
RBLX
-548.48RBLXDetails
Price/Book
13.82
High:RBLX
254.7RBLXLow:
NIO
-76.32NIODetails
Price/Sales
10.41
High:
ASTS
2,070.63ASTSLow:
AVXL
-AVXLDetails
Price/CF
33.9
High:
MSTR
7,511.07MSTRLow:
VOW3.DE
2.81VOW3.DEDetails
Price/FCF
59.63
High:
RHM.DE
5,198.92RHM.DELow:
C
5.82CDetails
P/E Ratio
45.7
High:TWLO
870.53TWLOLow:RKLB
-93.97RKLBDetails
PEG Ratio
540.4
High:AAPL
24,779.06AAPLLow:RBLX
-548.48RBLXDetails
Price/Book
13.82
High:RBLX
254.7RBLXLow:NIO
-76.32NIODetails
Price/Sales
10.41
High:ASTS
2,070.63ASTSLow:AVXL
-AVXLDetails
Price/CF
33.9
High:MSTR
7,511.07MSTRLow:VOW3.DE
2.81VOW3.DEDetails
Price/FCF
59.63
High:RHM.DE
5,198.92RHM.DELow:C
5.82CDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-92.38% | Feb 2018 | - | 92 |
-31.09% | Jun 2017 | Jan 2018 | 7 |