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-0.39%
This Month
+14.42%
Year To Date
+43.41%
2 Years
+97.56%
5 Years
+103.61%
10 Years
+12.96%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💰 Finance25.37%
- 📊 ETFs17.03%
- 🖥️ Technology Services14.19%
- 💻 Electronic Technology10.55%
- 🍞 Consumer Non Durables6.03%
- 🧬 Health Technology5.68%
- 📡 Communications4.9%
- ⛏️ Energy Minerals3.01%
- 🏭 Industrial Services2.96%
- 🛍️ Retail Trade2.85%
- 🪨 Non Energy Minerals1.68%
- ⚡ Utilities1.63%
- 🚚 Transportation1.46%
- ❓ Other1.04%
- 🚗 Consumer Durables0.61%
- 🧩 Miscellaneous0.6%
- 🧪 Process Industries0.18%
- 💇♀️ Consumer Services0.11%
- 📦 Distribution Services0.06%
- 🛠️ Producer Manufacturing0.06%
- 💵 Cash0.01%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE39.75%
- 🇺🇸 Nasdaq33.48%
- 🇬🇧 LSE16.13%
- 🇩🇪 FRA2.26%
- 🇭🇰 Hong Kong Exchanges1.76%
- 🇺🇸 Chicago Board Options Exchange1.75%
- 🇨🇭 SIX0.84%
- 🇫🇷 Euronext Paris0.79%
- 🇦🇪 Dubai Financial Market0.71%
- 🇦🇺 Sydney0.62%
- 🇳🇴 Oslo Stock Exchange0.39%
- 🇳🇱 Euronext Amsterdam0.39%
- 🇮🇹 Borsa Italiana0.33%
- 🇪🇸 Bolsa De Madrid0.24%
- Abu Dhabi0.16%
- 🇩🇪 Xetra ETFs0.14%
- 🇸🇪 Stockholm Stock Exchange0.14%
- 🇩🇰 Copenhagen Stock Exchange0.11%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States54.58%
- 🇬🇧 United Kingdom15.32%
- 🇨🇦 Canada2.47%
- 🇩🇪 Germany2.26%
- 🇨🇳 China1.53%
- 🇨🇭 Switzerland1.21%
- 🇦🇺 Australia1%
- 🇫🇷 France0.79%
- 🇳🇱 Netherlands0.41%
- 🇧🇷 Brazil0.41%
- 🇳🇴 Norway0.39%
- 🇪🇸 Spain0.3%
- 🇮🇹 Italy0.3%
- 🇮🇱 Israel0.27%
- 🇭🇰 Hong Kong0.23%
- 🇸🇪 Sweden0.14%
- 🇩🇰 Denmark0.11%
- 🇨🇴 Colombia0.06%
- 🇧🇲 Bermuda0.05%
- 🇬🇷 Greece0.04%
- 🇷🇺 Russia0.01%
Dividends
Dividend Yield
4.04%
198 out of 210 instruments pay dividend.
54 dividend payments in the next 30 days.
Highest Dividend: $MNODL.L (473.72%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 SDIV | 0.17% | 10.34% | - |
 LGEN.L | 0.16% | 9.18% | $0.2 |
 VZ | 0.14% | 6.2% | $2.66 |
 SPG | 0.14% | 4.7% | $7.75 |
 MAIN | 0.12% | 4.59% | $2.85 |
 PGX | 0.11% | 6.16% | - |
 AV.L | 0.11% | 5.77% | $0.33 |
 BATS.L | 0.1% | 5.85% | $2.36 |
 SHEL.L | 0.1% | 4% | $0.8 |
 MSFT | 0.09% | 0.66% | $3 |
 AGNC | 0.08% | 14.47% | $1.44 |
 ADAM | 0.08% | 10.87% | $1 |
 PFE | 0.07% | 6.9% | $1.66 |
 HYG | 0.07% | 5.77% | - |
 PFF | 0.06% | 6.65% | - |
 3988.HK | 0.06% | 5.6% | $0.26 |
 O | 0.06% | 5.51% | $3.09 |
 KO | 0.06% | 2.93% | $1.89 |
 GSK.L | 0.06% | 4.31% | $0.59 |
 PBR | 0.06% | 14.92% | $1.73 |
 AVGO | 0.05% | 0.76% | $19.7 |
 MO | 0.05% | 6.18% | $3.92 |
 ZIM | 0.05% | 50.19% | $0.23 |
 KMI | 0.05% | 4.34% | $1.14 |
 REET | 0.05% | 3.95% | - |
 STX.US | 0.05% | 1.62% | $2.8 |
 IAPD.L | 0.05% | 9.65% | - |
 DGRO | 0.05% | 2.21% | - |
 RITM | 0.05% | 8.1% | $1 |
 QYLD | 0.05% | 11.23% | - |
 SPHD | 0.05% | 3.48% | - |
 NLY | 0.04% | 12.56% | $2.6 |
 PSEC | 0.04% | 24.91% | $0.72 |
 ARR | 0.04% | 18.71% | $3.84 |
 DOC | 0.04% | 6.85% | $1.2 |
 RIO.L | 0.04% | 6.12% | $3.41 |
 ARCC | 0.04% | 8.6% | $1.62 |
 LHA.DE | 0.04% | 3.99% | $0.3 |
 DIC.AE | 0.03% | 5.52% | - |
 OHI | 0.03% | 6.31% | $2.68 |
 LLOY.L | 0.03% | 4.18% | $0.03 |
 MNODL.L | 0.03% | 473.72% | - |
 PBA | 0.03% | 5.41% | $1.99 |
 ENB | 0.03% | 5.68% | $2.66 |
 ABBV | 0.03% | 3.05% | $6.06 |
 COMT | 0.03% | 4.8% | - |
 ORA.PA | 0.03% | 5.49% | $0.72 |
 HAUTO.OL | 0.03% | 31.87% | - |
 IGG.L | 0.02% | 4.19% | $0.46 |
 MRK | 0.02% | 3.84% | $3.04 |
 BXMT | 0.02% | 9.68% | $2.48 |
 BNS | 0.02% | 4.93% | $3.09 |
 LTC.US | 0.02% | 6.29% | $2.28 |
 MFG.ASX | 0.02% | 5.09% | $0.69 |
 NOBL | 0.02% | 2.11% | - |
 T | 0.02% | 3.82% | $1.11 |
 PSN.L | 0.02% | 5.6% | $0.6 |
 DIV | 0.02% | 6.3% | - |
 GILD | 0.02% | 2.78% | $3.04 |
 NG.L | 0.02% | 4.54% | $0.57 |
 ISP.MI | 0.02% | 6.39% | $0.3 |
 STAG | 0.02% | 4.08% | $1.47 |
 FTS | 0.02% | 3.65% | $1.73 |
 HDV | 0.02% | 3.46% | - |
 ESRT | 0.02% | 1.8% | $0.14 |
 VOD.L | 0.02% | 4.31% | $0.08 |
 BHP.L | 0.02% | 4.06% | $1.26 |
 SCHD | 0.01% | 3.87% | - |
 AZN | 0.01% | 1.87% | $1.42 |
 HOT.DE | 0.01% | 2.4% | $4.4 |
 PDBC | 0.01% | 4.41% | - |
 MPCC.OL | 0.01% | 18.59% | $5.9 |
 BAM | 0.01% | 2.96% | $1.41 |
 SREN.ZU | 0.01% | 4.23% | $6.22 |
 BLK | 0.01% | 1.91% | $20.2 |
 PG | 0.01% | 2.61% | $3.83 |
 SSE.L | 0.01% | 3.96% | $0.6 |
 EMAAR.AE | 0.01% | 14.36% | - |
 NESN.ZU | 0.01% | 4.01% | $3 |
 BDN | 0.01% | 13.99% | $0.6 |
 TPVG | 0.01% | 22.12% | - |
 TEM.L | 0.01% | 1.9% | $0.04 |
 MFA | 0.01% | 13.92% | $1.4 |
 TWO | 0.01% | 16.22% | $1.8 |
 TU | 0.01% | 7.29% | $1.11 |
 HTGC | 0.01% | 8.29% | $1.6 |
 IMB.L | 0.01% | 6.1% | $1.49 |
 C | 0.01% | 2.4% | $2.12 |
 TCAP.L | 0.01% | 5.88% | $0.15 |
 SEQI.L | 0.01% | 7.94% | $0.06 |
 AMZA | 0.01% | 7.63% | - |
 PLUS.L | 0.01% | 5.8% | $1.33 |
 HM-B.ST | 0.01% | 4.71% | $6.5 |
 NWG.L | 0.01% | 4.86% | $0.17 |
 0941.HK | 0.01% | 6.14% | $4.83 |
 NN.NV | 0.01% | 6.12% | $3.2 |
 EC | 0.01% | 10.95% | $1.62 |
 HLAG.DE | 0.01% | 6.88% | $9.25 |
 EPD | 0.01% | 6.72% | $2.03 |
 SHYG | 0.01% | 7.06% | - |
 EMB | 0.01% | 5.49% | - |
 MNG.L | 0.01% | 7.79% | $0.2 |
 MUV2.DE | 0.01% | 3.72% | $15 |
 GFC.PA | 0.01% | 6.56% | $5.3 |
 INGA.NV | 0.01% | 5.11% | $1.11 |
 ITX.MC | 0.01% | 3.2% | $1.11 |
 1398.HK | 0.01% | 5.64% | $0.33 |
 NKE | 0.01% | 2.14% | $1.45 |
 JNK | 0.01% | 6.55% | - |
 HSBA.L | 0.01% | 5.32% | $0.49 |
 GAIN | 0.01% | 6.82% | - |
 CS.PA | 0.01% | 5.41% | $1.98 |
 RWE.DE | 0.01% | 3.17% | $1 |
 MAERSKB.CO | 0.01% | 8.29% | $515 |
 SLG | 0.01% | 5.21% | $3.17 |
 DBA | 0% | 4.14% | - |
 TEL.OL | 0% | 5.66% | $9.5 |
 VOW3.DE | 0% | 6.4% | $9.06 |
 BNP.PA | 0% | 6.17% | $4.6 |
 APLE | 0% | 7.45% | $0.96 |
 BNDX | 0% | 4.29% | - |
 MBG.DE | 0% | 8.05% | $5.3 |
 FALN | 0% | 6.22% | - |
 EPR | 0% | 6.48% | $3.34 |
 SPYD | 0% | 4.53% | - |
 ZURN.ZU | 0% | 4.86% | $26 |
 ASRNL.NV | 0% | 5.54% | $2.89 |
 TSCO.L | 0% | 3.13% | $0.12 |
 DXS.ASX | 0% | 5.05% | $0.5 |
 DNB.OL | 0% | 6.33% | $16 |
 IVR | 0% | 18.69% | $1.6 |
 INDA | 0% | 0.72% | - |
 2318.HK | 0% | 5.04% | $2.63 |
 ALV.DE | 0% | 4.35% | $13.8 |
 HBAN | 0% | 3.52% | $0.62 |
 FMG.ASX | 0% | 5.9% | $2.08 |
 3968.HK | 0% | 4.62% | $2.13 |
 ULVR.L | 0% | 3.19% | $1.47 |
 DOW | 0% | 10.24% | $2.8 |
 TEF.MC | 0% | 5.37% | $0.24 |
 MET | 0% | 2.76% | $2.11 |
 ADC | 0% | 4.22% | $2.96 |
 BMO | 0% | 3.72% | $4.4 |
 CNA.L | 0% | 3.1% | $0.04 |
 DTE.DE | 0% | 2.86% | $0.77 |
 2601.HK | 0% | 3.72% | $1.12 |
 AD.NV | 0% | 3.41% | $1.1 |
 00002.HK | 0% | 4.91% | $3.1 |
 JPST | 0% | 4.83% | - |
 EWZ | 0% | 5.59% | - |
 BCE | 0% | 8.57% | $2.9 |
 CM | 0% | 3.58% | $2.6 |
 00019.HK | 0% | 5.12% | $3.2 |
 BALN.ZU | 0% | 4.02% | $7.7 |
 VCIT | 0% | 4.44% | - |
 RY | 0% | 2.94% | $4.03 |
 BP.L | 0% | 5.76% | $0.23 |
 VCSH | 0% | 4.13% | - |
 ROG.ZU | 0% | 3.53% | $9.6 |
 PEP | 0% | 3.74% | $5.15 |
 IGO.ASX | 0% | 5.46% | $0.55 |
 TLT | 0% | 4.3% | - |
 VIG | 0% | 1.72% | - |
 STLAM.MI | 0% | 8.79% | $1.55 |
 STJ.L | 0% | 1.48% | $0.24 |
 BND | 0% | 3.73% | - |
 NEE | 0% | 3.09% | $1.97 |
 WEN | 0% | 7.78% | $1 |
 GOOGL | 0% | 0.36% | $0.2 |
 AAL.L | 0% | 1.07% | $0.77 |
 JNJ | 0% | 2.86% | $4.81 |
 GOOG | 0% | 0.36% | $0.2 |
 STIP | 0% | 2.91% | - |
 SID | 0% | 5.89% | $0.27 |
 SBLK | 0% | 4.17% | $1.82 |
 VGWD.DE | 0% | 2.44% | - |
 MCD | 0% | 2.24% | $6.53 |
 ADM | 0% | 3.29% | $1.9 |
 PSPN.ZU | 0% | 2.89% | $3.85 |
 TIP | 0% | 2.47% | - |
 GLEN.L | 0% | 2.61% | $0.1 |
 ASC | 0% | 3.25% | $0.87 |
 UDVD.L | 0% | 2.09% | - |
 NOVO-B.CO | 0% | 3.25% | $9.4 |
 HD | 0% | 2.25% | $8.52 |
 ABT | 0% | 1.76% | $2.16 |
 YAR.OL | 0% | 1.4% | $5 |
 SAN | 0% | 1.78% | $0.13 |
 GSLC | 0% | 1.09% | - |
 HO.PA | 0% | 1.68% | $3.4 |
 WMT | 0% | 0.95% | $0.81 |
 01211.HK | 0% | 1.38% | $3.41 |
 ITA | 0% | 0.58% | - |
 AAPL | 0% | 0.43% | $0.97 |
 FLIN | 0% | 0.77% | - |
 COST | 0% | 0.52% | $19.22 |
 MA | 0% | 0.5% | $2.46 |
 QQQ | 0% | 0.51% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
PEP | Ex-Dividend | Sep 5, 2025 | $1.42 |
BLK | Ex-Dividend | Sep 5, 2025 | $5.21 |
GOOG | Ex-Dividend | Sep 8, 2025 | $0.21 |
AZN | Pay Day | Sep 8, 2025 | $0.52 |
MAIN | Ex-Dividend | Sep 8, 2025 | $0.26 |
GOOGL | Ex-Dividend | Sep 8, 2025 | $0.21 |
JNJ | Pay Day | Sep 9, 2025 | $1.30 |
MET | Pay Day | Sep 9, 2025 | $0.57 |
SPG | Ex-Dividend | Sep 9, 2025 | $2.15 |
ZIM | Pay Day | Sep 9, 2025 | $0.06 |
MFG.ASX | Pay Day | Sep 9, 2025 | $0.30 |
AGNC | Pay Day | Sep 10, 2025 | $0.12 |
2318.HK | Ex-Dividend | Sep 10, 2025 | $0.13 |
00019.HK | Ex-Dividend | Sep 10, 2025 | $0.17 |
TU | Ex-Dividend | Sep 10, 2025 | $0.30 |
ADM | Pay Day | Sep 10, 2025 | $0.51 |
SBLK | Pay Day | Sep 10, 2025 | $0.05 |
MSFT | Pay Day | Sep 11, 2025 | $0.83 |
MNG.L | Ex-Dividend | Sep 11, 2025 | $0.09 |
NWG.L | Pay Day | Sep 12, 2025 | $0.13 |
ULVR.L | Pay Day | Sep 12, 2025 | $0.52 |
DOW | Pay Day | Sep 12, 2025 | $0.35 |
ASC | Pay Day | Sep 12, 2025 | $0.07 |
GOOG | Pay Day | Sep 15, 2025 | $0.21 |
KO | Ex-Dividend | Sep 15, 2025 | $0.51 |
MRK | Ex-Dividend | Sep 15, 2025 | $0.81 |
GILD | Ex-Dividend | Sep 15, 2025 | $0.79 |
MO | Ex-Dividend | Sep 15, 2025 | $1.06 |
NEE | Pay Day | Sep 15, 2025 | $0.57 |
00002.HK | Pay Day | Sep 15, 2025 | $0.08 |
O | Pay Day | Sep 15, 2025 | $0.27 |
MAIN | Pay Day | Sep 15, 2025 | $0.26 |
ARCC | Ex-Dividend | Sep 15, 2025 | $0.48 |
GOOGL | Pay Day | Sep 15, 2025 | $0.21 |
ADC | Pay Day | Sep 15, 2025 | $0.26 |
APLE | Pay Day | Sep 15, 2025 | $0.08 |
ARR | Ex-Dividend | Sep 15, 2025 | $0.24 |
EPR | Pay Day | Sep 15, 2025 | $0.30 |
ESRT | Ex-Dividend | Sep 15, 2025 | $0.04 |
PBA | Ex-Dividend | Sep 15, 2025 | $0.52 |
BCE | Ex-Dividend | Sep 15, 2025 | $0.32 |
SLG | Pay Day | Sep 15, 2025 | $0.26 |
MCD | Pay Day | Sep 16, 2025 | $1.77 |
WEN | Pay Day | Sep 16, 2025 | $0.14 |
0941.HK | Pay Day | Sep 17, 2025 | $0.35 |
HBAN | Ex-Dividend | Sep 17, 2025 | $0.16 |
HD | Pay Day | Sep 18, 2025 | $2.30 |
CNA.L | Ex-Dividend | Sep 18, 2025 | $0.02 |
SSE.L | Pay Day | Sep 18, 2025 | $0.58 |
IGG.L | Ex-Dividend | Sep 18, 2025 | $0.45 |
GLEN.L | Pay Day | Sep 19, 2025 | $0.05 |
DOC | Ex-Dividend | Sep 19, 2025 | $0.10 |
STJ.L | Pay Day | Sep 19, 2025 | $0.08 |
SHEL.L | Pay Day | Sep 22, 2025 | $0.36 |
GAIN | Ex-Dividend | Sep 22, 2025 | $0.08 |
BLK | Pay Day | Sep 23, 2025 | $5.21 |
RIO.L | Pay Day | Sep 25, 2025 | $1.48 |
BNP.PA | Ex-Dividend | Sep 26, 2025 | $3.05 |
HSBA.L | Pay Day | Sep 26, 2025 | $0.10 |
LGEN.L | Pay Day | Sep 26, 2025 | $0.08 |
PSEC | Ex-Dividend | Sep 26, 2025 | $0.04 |
FMG.ASX | Pay Day | Sep 26, 2025 | $0.39 |
PBR | Pay Day | Sep 29, 2025 | $0.11 |
GILD | Pay Day | Sep 29, 2025 | $0.79 |
ARR | Pay Day | Sep 29, 2025 | $0.24 |
CM | Ex-Dividend | Sep 29, 2025 | $0.70 |
PBA | Pay Day | Sep 29, 2025 | $0.52 |
BAM | Pay Day | Sep 29, 2025 | $0.44 |
PEP | Pay Day | Sep 30, 2025 | $1.42 |
BNP.PA | Pay Day | Sep 30, 2025 | $3.05 |
SPG | Pay Day | Sep 30, 2025 | $2.15 |
AAL.L | Pay Day | Sep 30, 2025 | $0.07 |
IMB.L | Pay Day | Sep 30, 2025 | $0.53 |
STAG | Ex-Dividend | Sep 30, 2025 | $0.12 |
ARCC | Pay Day | Sep 30, 2025 | $0.48 |
ESRT | Pay Day | Sep 30, 2025 | $0.04 |
DOC | Pay Day | Sep 30, 2025 | $0.10 |
GAIN | Pay Day | Sep 30, 2025 | $0.08 |
KO | Pay Day | Oct 1, 2025 | $0.51 |
NKE | Pay Day | Oct 1, 2025 | $0.40 |
TU | Pay Day | Oct 1, 2025 | $0.30 |
HBAN | Pay Day | Oct 1, 2025 | $0.16 |
BATS.L | Ex-Dividend | Oct 2, 2025 | $0.76 |
TCAP.L | Ex-Dividend | Oct 2, 2025 | $0.07 |
TWO | Ex-Dividend | Oct 3, 2025 | $0.34 |
MRK | Pay Day | Oct 7, 2025 | $0.81 |
BNS | Ex-Dividend | Oct 7, 2025 | $0.79 |
GSK.L | Pay Day | Oct 9, 2025 | $0.21 |
MO | Pay Day | Oct 10, 2025 | $1.06 |
00019.HK | Pay Day | Oct 10, 2025 | $0.17 |
STAG | Pay Day | Oct 15, 2025 | $0.12 |
BCE | Pay Day | Oct 15, 2025 | $0.32 |
PSN.L | Ex-Dividend | Oct 16, 2025 | $0.27 |
TEL.OL | Ex-Dividend | Oct 16, 2025 | $0.45 |
IGG.L | Pay Day | Oct 16, 2025 | $0.45 |
MNG.L | Pay Day | Oct 17, 2025 | $0.09 |
PSEC | Pay Day | Oct 22, 2025 | $0.04 |
2318.HK | Pay Day | Oct 24, 2025 | $0.13 |
RY | Ex-Dividend | Oct 27, 2025 | $1.11 |
TEL.OL | Pay Day | Oct 28, 2025 | $0.45 |
CM | Pay Day | Oct 28, 2025 | $0.70 |
TWO | Pay Day | Oct 29, 2025 | $0.34 |
BNS | Pay Day | Oct 29, 2025 | $0.79 |
ITX.MC | Ex-Dividend | Oct 30, 2025 | $0.92 |
CNA.L | Pay Day | Oct 30, 2025 | $0.02 |
BMO | Ex-Dividend | Oct 30, 2025 | $1.18 |
ITX.MC | Pay Day | Nov 3, 2025 | $0.92 |
HM-B.ST | Ex-Dividend | Nov 6, 2025 | $0.31 |
BATS.L | Pay Day | Nov 7, 2025 | $0.76 |
PSN.L | Pay Day | Nov 7, 2025 | $0.27 |
TCAP.L | Pay Day | Nov 7, 2025 | $0.07 |
PLUS.L | Pay Day | Nov 11, 2025 | $0.49 |
HM-B.ST | Pay Day | Nov 12, 2025 | $0.31 |
ENB | Ex-Dividend | Nov 14, 2025 | $0.68 |
RY | Pay Day | Nov 24, 2025 | $1.11 |
BMO | Pay Day | Nov 26, 2025 | $1.18 |
ENB | Pay Day | Dec 1, 2025 | $0.68 |
ORA.PA | Ex-Dividend | Dec 2, 2025 | $0.35 |
ORA.PA | Pay Day | Dec 4, 2025 | $0.35 |
WMT | Ex-Dividend | Dec 12, 2025 | $0.24 |
TEF.MC | Ex-Dividend | Dec 16, 2025 | $0.17 |
TEF.MC | Pay Day | Dec 18, 2025 | $0.17 |
COMT | Pay Day | Dec 20, 2025 | $0.00 |
INDA | Pay Day | Dec 20, 2025 | $0.00 |
PDBC | Pay Day | Dec 27, 2025 | $0.00 |
DBA | Pay Day | Dec 27, 2025 | $0.00 |
WMT | Pay Day | Jan 5, 2026 | $0.24 |
Performance Metrics
Score 5.9/10
Beta
0.81
0.81
0
0.8
1.2
0
2
Sharpe Ratio
0.72
0.72
0
0.5
1
1.5
1.5
Sortino Ratio
1.12
1.12
0
1
2
3
3
Jensen's Alpha
1.52
1.52
-2
0
2
4.5
4.5
Omega Ratio
0.92
0.92
0
1
1.5
2.5
2.5
Treynor Ratio
1.13
1.13
0
0.75
1.25
2
2
Information Ratio
-0.11
-0.11
-1
0.3
0.6
1
1
Calmar Ratio
0.67
0.67
0
0.3
0.6
1
1
Beta
0.81
0.81
0
0.8
1.2
0
2
Sharpe Ratio
0.72
0.72
0
0.5
1
1.5
1.5
Sortino Ratio
1.12
1.12
0
1
2
3
3
Jensen's Alpha
1.52
1.52
-2
0
2
4.5
4.5
Omega Ratio
0.92
0.92
0
1
1.5
2.5
2.5
Treynor Ratio
1.13
1.13
0
0.75
1.25
2
2
Information Ratio
-0.11
-0.11
-1
0.3
0.6
1
1
Calmar Ratio
0.67
0.67
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
36.31
High:
TSLA
193.47TSLALow:
BXMT
-273.66BXMTDetails
PEG Ratio
300.83
High:
AAPL
24,643.1AAPLLow:BXMT
-296.95BXMTDetails
Price/Book
8.59
High:
MA
68.45MALow:
ABBV
-2,044.98ABBVDetails
Price/Sales
8.25
High:
BAM
38.71BAMLow:
SYNT.L
0.05SYNT.LDetails
Price/CF
22.96
High:
PSN.L
391.34PSN.LLow:
ZIM
0.56ZIMDetails
Price/FCF
64.13
High:
PEP
5,253.35PEPLow:ZIM
0.87ZIMDetails
P/E Ratio
36.31
High:TSLA
193.47TSLALow:BXMT
-273.66BXMTDetails
PEG Ratio
300.83
High:AAPL
24,643.1AAPLLow:BXMT
-296.95BXMTDetails
Price/Book
8.59
High:MA
68.45MALow:ABBV
-2,044.98ABBVDetails
Price/Sales
8.25
High:BAM
38.71BAMLow:SYNT.L
0.05SYNT.LDetails
Price/CF
22.96
High:PSN.L
391.34PSN.LLow:ZIM
0.56ZIMDetails
Price/FCF
64.13
High:PEP
5,253.35PEPLow:ZIM
0.87ZIMDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-19.62% | Feb 2020 | Aug 2020 | 6 |
-18.69% | Jan 2022 | Jan 2024 | 24 |
-8.42% | Sep 2020 | Nov 2020 | 2 |
-3.99% | Mar 2025 | May 2025 | 2 |
-3.33% | Sep 2021 | Oct 2021 | 1 |
-2.48% | Oct 2024 | Jan 2025 | 3 |
-2.33% | Apr 2024 | May 2024 | 1 |
-1.24% | Nov 2021 | Dec 2021 | 1 |
-0.39% | Sep 2025 | - | 1 |