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-3.43%
This Month
-3.43%
Year To Date
+17.9%
2 Years
+58.04%
5 Years
+120.46%
10 Years
+19.21%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs34.77%
- 🪙 Cryptocurrencies18.03%
- 💇♀️ Consumer Services12.07%
- 💰 Finance7.09%
- 💻 Electronic Technology6.49%
- 🖥️ Technology Services4.9%
- 🧬 Health Technology3.42%
- 🛍️ Retail Trade2.48%
- 🍞 Consumer Non Durables1.92%
- ⚡ Utilities1.69%
- ⛏️ Energy Minerals1.12%
- 🧪 Process Industries0.97%
- 🪨 Non Energy Minerals0.9%
- 🛠️ Producer Manufacturing0.64%
- 🚚 Transportation0.57%
- 📡 Communications0.55%
- 🏭 Industrial Services0.45%
- ❓ Other0.44%
- 💼 Commercial Services0.4%
- 📦 Distribution Services0.26%
- 🚗 Consumer Durables0.24%
- 🧩 Miscellaneous0.2%
- 💵 Cash0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE38.53%
- 🇺🇸 Nasdaq20.98%
- 🇩🇪 Xetra ETFs20.5%
- 🌍 Digital Currency18.03%
- 🇬🇧 LSE0.48%
- Abu Dhabi0.29%
- 🇦🇪 Dubai Financial Market0.15%
- 🇩🇪 FRA0.15%
- 🇳🇱 Euronext Amsterdam0.11%
- 🇮🇹 Borsa Italiana0.09%
- 🇫🇷 Euronext Paris0.09%
- 🇦🇺 Sydney0.05%
- 🇭🇰 Hong Kong Exchanges0.03%
- 🇸🇪 Stockholm Stock Exchange0.03%
- 🇫🇮 Helsinki Stock Exchange0.03%
- 🇪🇸 Bolsa De Madrid0.03%
- 🇳🇴 Oslo Stock Exchange0.02%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States42.88%
- 🇬🇧 United Kingdom0.82%
- 🇨🇦 Canada0.82%
- 🇨🇳 China0.57%
- 🇮🇪 Ireland0.27%
- 🇹🇼 Taiwan0.26%
- 🇩🇪 Germany0.15%
- 🇳🇱 Netherlands0.15%
- 🇮🇹 Italy0.09%
- 🇫🇷 France0.05%
- 🇦🇺 Australia0.05%
- 🇰🇷 South Korea0.04%
- 🇸🇪 Sweden0.03%
- 🇫🇮 Finland0.03%
- 🇪🇸 Spain0.03%
- 🇧🇷 Brazil0.02%
- 🇳🇴 Norway0.02%
- 🇰🇾 Cayman Islands0.01%
Dividends
Dividend Yield
0.9%
136 out of 207 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $TU (8.69%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 RCL | 0.17% | 1.48% | - |
 O | 0.14% | 4.92% | $3.09 |
 JNJ | 0.06% | 2.13% | $4.81 |
 FRT | 0.05% | 4.11% | $4.36 |
 CCI | 0.05% | 4.71% | $6.26 |
 WPC | 0.03% | 4.96% | $3.67 |
 MPT | 0.03% | 6.18% | $0.6 |
 NEE | 0.03% | 2.52% | $1.97 |
 CNQ | 0.02% | 3.82% | $1.48 |
 TGT | 0.01% | 3.81% | $4.42 |
 BBY | 0.01% | 5.67% | $3.72 |
 PEP | 0.01% | 3.49% | $5.15 |
 CVX | 0.01% | 3.71% | $6.28 |
 BMY | 0.01% | 4.05% | $2.34 |
 ELS | 0.01% | 3.07% | $1.85 |
 KR | 0.01% | 2.03% | $1.16 |
 EVRG | 0.01% | 3.27% | $2.54 |
 XEL | 0.01% | 2.8% | $2.13 |
 NKE | 0.01% | 2.75% | $1.45 |
 KO | 0.01% | 2.64% | $1.89 |
 PG | 0.01% | 2.69% | $3.83 |
 ACN | 0.01% | 2.98% | $4.99 |
 MKC | 0.01% | 2.79% | $1.62 |
 TXN | 0.01% | 2.77% | $5.14 |
 MCD | 0.01% | 2.2% | $6.53 |
 LMT | 0.01% | 2.03% | $12.45 |
 UNP | 0.01% | 2.06% | $5.2 |
 LOW | 0.01% | 1.85% | $4.45 |
 PFE | 0.01% | 6.48% | $1.66 |
 SLGN | 0.01% | 1.73% | $0.74 |
 QCOM | 0% | 2.58% | $3.25 |
 NOC | 0% | 1.23% | $7.67 |
 MSFT | 0% | 0.86% | $3 |
 LIN | 0% | 1.23% | $5.33 |
 LHX | 0% | 1.34% | $4.6 |
 ADI.US | 0% | 1.2% | $3.56 |
 FDS | 0% | 1.96% | $3.98 |
 ORCL | 0% | 1.31% | $1.6 |
 JKHY | 0% | 1.4% | $2.14 |
 CHD | 0% | 1.16% | $1.11 |
 RSG | 0% | 1.07% | $2.14 |
 SHW | 0% | 0.91% | $2.64 |
 AU | 0% | 3.15% | $0.22 |
 RGLD | 0% | 0.66% | $1.58 |
 CRM | 0% | 0.87% | $0.4 |
 ROP | 0% | 0.97% | $2.93 |
 CAH | 0% | 0.92% | $2.01 |
 AVGO | 0% | 0.71% | $19.7 |
 TU | 0% | 8.69% | $1.11 |
 BRO | 0% | 0.89% | $0.51 |
 BABA | 0% | 0.79% | $0.98 |
 TSM | 0% | 0.78% | $1.74 |
 KPN.NV | 0% | 5.97% | $0.15 |
 VZ | 0% | 5.49% | $2.66 |
 TEL2B.ST | 0% | 5.49% | $6.9 |
 SPGI | 0% | 0.87% | $3.62 |
 INW.MI | 0% | 6.01% | $0.48 |
 AMAT | 0% | 0.51% | $1.44 |
 BCE | 0% | 4.83% | $2.9 |
 ORA.PA | 0% | 4.21% | $0.72 |
 AAPL | 0% | 0.4% | $0.97 |
 PBR.A | 0% | 7.19% | $2.21 |
 T | 0% | 3.87% | $1.11 |
 GS | 0% | 1.8% | $11 |
 META | 0% | 0.32% | $1 |
 CMCSA | 0% | 4.14% | $1.2 |
 LRCX | 0% | 0.46% | $8 |
 TLS.ASX | 0% | 3.88% | $0.18 |
 CASY | 0% | 0.32% | $1.79 |
 SHEL | 0% | 3.5% | $2.7 |
 JPM | 0% | 1.95% | $4.4 |
 SKM | 0% | 2.73% | $0.83 |
 VOD.L | 0% | 3.45% | $0.08 |
 TTE.PA | 0% | 5.08% | $3.06 |
 ENB | 0% | 5.11% | $2.66 |
 ENI.MI | 0% | 5.11% | $0.94 |
 MRVL | 0% | 0.3% | $0.24 |
 BA.L | 0% | 1.62% | $0.3 |
 EQNR.OL | 0% | 4.89% | $13.95 |
 GOOGL | 0% | 0.28% | $0.2 |
 DTE.DE | 0% | 2.69% | $0.77 |
 AMT | 0% | 3.62% | $6.56 |
 BP.L | 0% | 5.04% | $0.23 |
 MU | 0% | 0.11% | $0.46 |
 OKE | 0% | 4.91% | $3.89 |
 RR.L | 0% | 0.7% | - |
 KMI | 0% | 3.49% | $1.14 |
 TRP | 0% | 3.89% | $2.79 |
 DLR | 0% | 2.71% | $4.88 |
 COP | 0% | 2.8% | $3.25 |
 EOG | 0% | 3.2% | $5.06 |
 NOKIA.HE | 0% | 2.03% | $0.13 |
 SLB | 0% | 2.4% | $1.05 |
 SU | 0% | 2.98% | $1.59 |
 SAP.DE | 0% | 1.48% | $2.2 |
 TMUS | 0% | 1.76% | $1.95 |
 XOM | 0% | 2.69% | $3.76 |
 CSCO | 0% | 2.05% | $1.58 |
 ASML.NV | 0% | 0.62% | $6.1 |
 SHEL.L | 0% | 3.48% | $0.8 |
 EQIX | 0% | 2% | $16.19 |
 B | 0% | 1.81% | $0.4 |
 WMB | 0% | 2.7% | $1.85 |
 PSX | 0% | 2.99% | $4.3 |
 CVE | 0% | 2.56% | $0.44 |
 CTRA | 0% | 2.88% | $0.82 |
 AIR.PA | 0% | 1.11% | $1.8 |
 FANG | 0% | 2.33% | $9.26 |
 DVN | 0% | 2.21% | $2.05 |
 VLO | 0% | 2.02% | $4.18 |
 NST.ASX | 0% | 1.87% | $0.31 |
 FCX | 0% | 0.92% | $0.6 |
 GLW | 0% | 0.8% | $1.12 |
 CLNX.MC | 0% | 1.03% | $0.06 |
 HAL | 0% | 1.99% | $0.66 |
 EXE | 0% | 2.18% | $2.3 |
 2899.HK | 0% | 1.33% | $0.27 |
 MSI | 0% | 0.96% | $3.82 |
 BTG.US | 0% | 1.47% | $0.16 |
 RHM.DE | 0% | 0.5% | $5.7 |
 NEM | 0% | 0.85% | $1.3 |
 TRGP | 0% | 1.65% | $2.25 |
 GOOG | 0% | 0.28% | $0.2 |
 PAAS | 0% | 0.88% | $0.4 |
 AEM | 0% | 0.71% | $1.6 |
 EQT | 0% | 1.05% | $0.62 |
 ENR.DE | 0% | 0.43% | - |
 LNG | 0% | 0.85% | $1.7 |
 NVDA | 0% | 0.02% | $0.02 |
 FNV | 0% | 0.58% | $1.41 |
 KGC | 0% | 0.4% | $0.12 |
 WPM | 0% | 0.43% | $0.61 |
 AGI | 0% | 0.2% | $0.1 |
 1818.HK | 0% | 0.17% | - |
 AG | 0% | 0.08% | $0.02 |
 HL | 0% | 0.07% | $0.03 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 6.3/10
Beta
1.16
1.16
0
0.8
1.2
0
2
Sharpe Ratio
0.57
0.57
0
0.5
1
1.5
1.5
Sortino Ratio
1.31
1.31
0
1
2
3
3
Jensen's Alpha
5
5
-2
0
2
6
6
Omega Ratio
1.39
1.39
0
1
1.5
2.5
2.5
Treynor Ratio
1.23
1.23
0
0.75
1.25
2
2
Information Ratio
0.27
0.27
0
0.3
0.6
1
1
Calmar Ratio
0.63
0.63
0
0.3
0.6
1
1
Beta
1.16
1.16
0
0.8
1.2
0
2
Sharpe Ratio
0.57
0.57
0
0.5
1
1.5
1.5
Sortino Ratio
1.31
1.31
0
1
2
3
3
Jensen's Alpha
5
5
-2
0
2
6
6
Omega Ratio
1.39
1.39
0
1
1.5
2.5
2.5
Treynor Ratio
1.23
1.23
0
0.75
1.25
2
2
Information Ratio
0.27
0.27
0
0.3
0.6
1
1
Calmar Ratio
0.63
0.63
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
29.25
High:BP.L
4,375BP.LLow:
INTC
-556.53INTCDetails
PEG Ratio
361.82
High:MKC
21,917.81MKCLow:INTC
-566.72INTCDetails
Price/Book
8.21
High:
APP
76.52APPLow:MCD
-131.7MCDDetails
Price/Sales
6.54
High:
ASTS
420.27ASTSLow:CAH
0.22CAHDetails
Price/CF
21.13
High:
PLTR
214.31PLTRLow:VOD.L
1.85VOD.LDetails
Price/FCF
60.19
High:CLNX.MC
6,956.36CLNX.MCLow:VOD.L
3.19VOD.LDetails
P/E Ratio
29.25
High:BP.L
4,375BP.LLow:INTC
-556.53INTCDetails
PEG Ratio
361.82
High:MKC
21,917.81MKCLow:INTC
-566.72INTCDetails
Price/Book
8.21
High:APP
76.52APPLow:MCD
-131.7MCDDetails
Price/Sales
6.54
High:ASTS
420.27ASTSLow:CAH
0.22CAHDetails
Price/CF
21.13
High:PLTR
214.31PLTRLow:VOD.L
1.85VOD.LDetails
Price/FCF
60.19
High:CLNX.MC
6,956.36CLNX.MCLow:VOD.L
3.19VOD.LDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-28.02% | Sep 2021 | Mar 2024 | 30 |
-14.48% | Oct 2025 | - | 6 |
-13.26% | May 2021 | Aug 2021 | 3 |
-11.61% | Dec 2024 | Jul 2025 | 7 |
-3.84% | Apr 2024 | May 2024 | 1 |
-3.26% | Mar 2021 | Apr 2021 | 1 |