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-1.89%
This Month
-3.1%
Year To Date
+28.79%
2 Years
+41.82%
5 Years
+215.43%
10 Years
+19.33%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🚗 Consumer Durables21.87%
- 💻 Electronic Technology20.7%
- 💰 Finance16.37%
- 🖥️ Technology Services12.47%
- 🛍️ Retail Trade9.88%
- 📊 ETFs7.99%
- 🚚 Transportation3.58%
- 🧬 Health Technology3.18%
- 🪙 Cryptocurrencies2.31%
- 💼 Commercial Services0.77%
- ⚡ Utilities0.49%
- 💵 Cash0.38%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE42.49%
- 🇺🇸 Nasdaq38.73%
- 🇬🇧 LSE11.7%
- 🇭🇰 Hong Kong Exchanges2.88%
- 🌍 Digital Currency2.31%
- 🇩🇪 FRA1.49%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States58.26%
- 🇨🇳 China15.38%
- 🇬🇧 United Kingdom12.42%
- 🇩🇪 Germany1.49%
- 🇨🇦 Canada1.27%
- 🇮🇳 India0.49%
Dividends
Dividend Yield
1.31%
17 out of 38 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $TW.L (9.1%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 O | 0.61% | 4.92% | $3.09 |
 TW.L | 0.23% | 9.1% | $0.1 |
 BMW.DE | 0.06% | 5.16% | $6 |
 LLOY.L | 0.06% | 3.7% | $0.03 |
 TSCO.L | 0.06% | 3.01% | $0.12 |
 AZN | 0.04% | 1.57% | $1.42 |
 BABA | 0.04% | 0.79% | $0.98 |
 LMT | 0.04% | 2.03% | $12.45 |
 BTRW.L | 0.03% | 5.24% | $0.28 |
 DAL | 0.03% | 1.13% | $0.3 |
 PFE | 0.03% | 6.48% | $1.66 |
 BA.L | 0.02% | 1.62% | $0.3 |
 P911.DE | 0.02% | 5.84% | $2.31 |
 AAPL | 0.01% | 0.4% | $0.97 |
 RR.L | 0.01% | 0.7% | - |
 META | 0.01% | 0.32% | $1 |
 NVDA | 0% | 0.02% | $0.02 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 7.1/10
Beta
0.72
0.72
0
0.8
1.2
0
2
Sharpe Ratio
0.77
0.77
0
0.5
1
1.5
1.5
Sortino Ratio
1.79
1.79
0
1
2
3
3
Jensen's Alpha
7.86
7.86
-2
0
2
8
8
Omega Ratio
1.24
1.24
0
1
1.5
2.5
2.5
Treynor Ratio
1.88
1.88
0
0.75
1.25
2
2
Information Ratio
0.23
0.23
0
0.3
0.6
1
1
Calmar Ratio
0.61
0.61
0
0.3
0.6
1
1
Beta
0.72
0.72
0
0.8
1.2
0
2
Sharpe Ratio
0.77
0.77
0
0.5
1
1.5
1.5
Sortino Ratio
1.79
1.79
0
1
2
3
3
Jensen's Alpha
7.86
7.86
-2
0
2
8
8
Omega Ratio
1.24
1.24
0
1
1.5
2.5
2.5
Treynor Ratio
1.88
1.88
0
0.75
1.25
2
2
Information Ratio
0.23
0.23
0
0.3
0.6
1
1
Calmar Ratio
0.61
0.61
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
40.12
High:
TSLA
377.27TSLALow:
CRWV
-31.24CRWVDetails
PEG Ratio
97.66
High:BA.L
562.47BA.LLow:
NIO
-132.09NIODetails
Price/Book
10.5
High:
PLTR
49.59PLTRLow:
AAL
-2.21AALDetails
Price/Sales
8.5
High:PLTR
88.09PLTRLow:AAL
0.15AALDetails
Price/CF
34.3
High:PLTR
214.31PLTRLow:AAL
3.27AALDetails
Price/FCF
64.11
High:BABA
1,196.17BABALow:AAL
8.42AALDetails
P/E Ratio
40.12
High:TSLA
377.27TSLALow:CRWV
-31.24CRWVDetails
PEG Ratio
97.66
High:BA.L
562.47BA.LLow:NIO
-132.09NIODetails
Price/Book
10.5
High:PLTR
49.59PLTRLow:AAL
-2.21AALDetails
Price/Sales
8.5
High:PLTR
88.09PLTRLow:AAL
0.15AALDetails
Price/CF
34.3
High:PLTR
214.31PLTRLow:AAL
3.27AALDetails
Price/FCF
64.11
High:BABA
1,196.17BABALow:AAL
8.42AALDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-29.84% | Nov 2021 | Dec 2023 | 25 |
-10.88% | Oct 2025 | - | 6 |
-6.3% | Mar 2025 | May 2025 | 2 |
-6.23% | Jul 2019 | Jan 2020 | 6 |
-5.09% | Jan 2024 | Mar 2024 | 2 |
-4.93% | Apr 2019 | Jun 2019 | 2 |
-2.8% | Apr 2024 | May 2024 | 1 |
-2.71% | Jun 2021 | Oct 2021 | 4 |
-2.47% | Mar 2020 | Apr 2020 | 1 |
-1.73% | Jul 2020 | Aug 2020 | 1 |
-1.55% | Oct 2024 | Nov 2024 | 1 |
-1.47% | Jan 2021 | Feb 2021 | 1 |
-0.68% | Dec 2024 | Jan 2025 | 1 |
-0.63% | Sep 2020 | Oct 2020 | 1 |
-0.26% | Jun 2024 | Jul 2024 | 1 |
-0.17% | Apr 2021 | May 2021 | 1 |