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+4.57%
This Month
+4.57%
Year To Date
+78.54%
2 Years
+87.38%
5 Years
+183.52%
10 Years
+17.89%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology53.37%
- 💰 Finance12.06%
- 🖥️ Technology Services10.88%
- 📊 ETFs6.67%
- 💵 Cash4.79%
- ⛏️ Energy Minerals4.15%
- 🪙 Cryptocurrencies3.9%
- 🛍️ Retail Trade3.34%
- 🪨 Non Energy Minerals3.17%
- ❓ Other0.2%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq38.22%
- 🇺🇸 NYSE29.11%
- 🇬🇧 LSE24.51%
- 🌍 Digital Currency3.9%
- 🇩🇪 FRA1.32%
- 🇺🇸 Chicago Board Options Exchange0.5%
- Regular Trading Hours - RTH0.2%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States47.68%
- 🇬🇧 United Kingdom24.51%
- 🇹🇼 Taiwan4.57%
- 🇺🇾 Uruguay3.34%
- 🇧🇷 Brazil2.21%
- 🇩🇪 Germany1.32%
- 🇳🇱 Netherlands1.31%
- 🇰🇾 Cayman Islands1.29%
- 🇦🇺 Australia0.76%
Dividends
Dividend Yield
1.03%
16 out of 30 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $PBR.A (7.74%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 RR.L | 0.21% | 0.86% | - |
 O | 0.2% | 5.37% | $3.09 |
 PBR.A | 0.17% | 7.74% | $2.21 |
 MAIN | 0.17% | 4.73% | $2.85 |
 SPG | 0.07% | 4.69% | $7.75 |
 XOM | 0.06% | 2.87% | $3.76 |
 AVGO | 0.04% | 0.73% | $19.7 |
 TSM | 0.04% | 0.79% | $1.74 |
 EQIX | 0.02% | 2.32% | $16.19 |
 URI | 0.02% | 0.84% | $6.22 |
 MSFT | 0.01% | 0.78% | $3 |
 MLM | 0.01% | 0.5% | $2.96 |
 RHM.DE | 0.01% | 0.44% | $5.7 |
 GOOGL | 0.01% | 0.24% | $0.2 |
 AAPL | 0% | 0.4% | $0.97 |
 NVDA | 0% | 0.02% | $0.02 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 5.9/10
Beta
1.34
1.34
0
0.8
1.2
0
2
Sharpe Ratio
0.55
0.55
0
0.5
1
1.5
1.5
Sortino Ratio
0.97
0.97
0
1
2
3
3
Jensen's Alpha
2.44
2.44
-2
0
2
4.5
4.5
Omega Ratio
1.25
1.25
0
1
1.5
2.5
2.5
Treynor Ratio
1.19
1.19
0
0.75
1.25
2
2
Information Ratio
0.25
0.25
0
0.3
0.6
1
1
Calmar Ratio
0.51
0.51
0
0.3
0.6
1
1
Beta
1.34
1.34
0
0.8
1.2
0
2
Sharpe Ratio
0.55
0.55
0
0.5
1
1.5
1.5
Sortino Ratio
0.97
0.97
0
1
2
3
3
Jensen's Alpha
2.44
2.44
-2
0
2
4.5
4.5
Omega Ratio
1.25
1.25
0
1
1.5
2.5
2.5
Treynor Ratio
1.19
1.19
0
0.75
1.25
2
2
Information Ratio
0.25
0.25
0
0.3
0.6
1
1
Calmar Ratio
0.51
0.51
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
40.89
High:
CRDO
113.18CRDOLow:
CRWD
-371.37CRWDDetails
PEG Ratio
268.87
High:O
3,078.06OLow:
IREN
4.82IRENDetails
Price/Book
18.96
High:
WYFI
213.59WYFILow:PBR.A
1.17PBR.ADetails
Price/Sales
14.7
High:
RGTI
954.6RGTILow:
SMCI
0.98SMCIDetails
Price/CF
35.21
High:CRDO
197.95CRDOLow:PBR.A
2.33PBR.ADetails
Price/FCF
58.41
High:RHM.DE
5,198.92RHM.DELow:
MELI
17.91MELIDetails
P/E Ratio
40.89
High:CRDO
113.18CRDOLow:CRWD
-371.37CRWDDetails
PEG Ratio
268.87
High:O
3,078.06OLow:IREN
4.82IRENDetails
Price/Book
18.96
High:WYFI
213.59WYFILow:PBR.A
1.17PBR.ADetails
Price/Sales
14.7
High:RGTI
954.6RGTILow:SMCI
0.98SMCIDetails
Price/CF
35.21
High:CRDO
197.95CRDOLow:PBR.A
2.33PBR.ADetails
Price/FCF
58.41
High:RHM.DE
5,198.92RHM.DELow:MELI
17.91MELIDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-33.68% | Nov 2021 | Feb 2024 | 27 |
-29.46% | Feb 2020 | May 2020 | 3 |
-21.64% | Nov 2019 | Jan 2020 | 2 |
-21.28% | Oct 2020 | Jan 2021 | 3 |
-9.1% | Mar 2021 | Aug 2021 | 5 |
-8.56% | Nov 2025 | - | 3 |
-7.13% | Sep 2021 | Oct 2021 | 1 |
-4.72% | Apr 2024 | Jun 2024 | 2 |
-3.96% | Mar 2025 | May 2025 | 2 |
-3.13% | Jun 2020 | Jul 2020 | 1 |
-2.53% | Jul 2024 | Nov 2024 | 4 |
-1.37% | Dec 2024 | Jan 2025 | 1 |
-0.18% | Aug 2025 | Sep 2025 | 1 |