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-2.53%
Today
-4.06%
This Month
-4.32%
Year To Date
+2372.68%
2 Years
+2746.69%
5 Years
+116.58%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology22.59%
- 🖥️ Technology Services14.89%
- 🪙 Cryptocurrencies8.49%
- ⛏️ Energy Minerals8%
- 💰 Finance7.75%
- 💼 Commercial Services6.87%
- 💇♀️ Consumer Services6.4%
- 💵 Cash4.97%
- 📦 Distribution Services4.39%
- 🧬 Health Technology4.32%
- 🧩 Miscellaneous3.41%
- ⚡ Utilities2.04%
- 🍞 Consumer Non Durables1.52%
- 📊 ETFs1.04%
- 🚚 Transportation0.97%
- 🛍️ Retail Trade0.69%
Exchanges Breakdown
- Exchange
- Total
- 🇬🇧 LSE31.37%
- 🇺🇸 Nasdaq29.75%
- 🇺🇸 NYSE23.75%
- 🌍 Digital Currency8.49%
Countries Breakdown
- Country
- Total
- 🇬🇧 United Kingdom40.08%
- 🇺🇸 United States38.67%
- 🇳🇱 Netherlands5.09%
Dividends
Dividend Yield
1.74%
24 out of 33 instruments pay dividend.
8 dividend payments in the next 30 days.
Highest Dividend: $BP.L (5.84%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 BP.L | 0.47% | 5.84% | $0.23 |
 BBOX.L | 0.19% | 5.46% | $0.07 |
 BA.L | 0.18% | 2.11% | $0.3 |
 NG.L | 0.12% | 5.77% | $0.57 |
 CCC.L | 0.11% | 3.01% | $0.68 |
 AZN | 0.09% | 1.99% | $1.42 |
 BMY.L | 0.08% | 2.63% | - |
 HLN | 0.07% | 1.63% | $0.15 |
 DGE.L | 0.06% | 3.67% | $0.81 |
 C | 0.05% | 3.32% | $2.12 |
 DPZ | 0.05% | 1.43% | $5.44 |
 ASML | 0.04% | 0.84% | $5.57 |
 GS | 0.03% | 2.24% | $11 |
 JPM | 0.03% | 2.09% | $4.4 |
 MSFT | 0.03% | 0.84% | $3 |
 PGR | 0.03% | 1.75% | $1.15 |
 GOOG | 0.03% | 0.48% | $0.2 |
 AVGO | 0.02% | 1.23% | $19.7 |
 IAG.L | 0.02% | 2.23% | - |
 MA | 0.02% | 0.53% | $2.46 |
 AXP | 0.02% | 1.13% | $2.6 |
 WMT | 0.01% | 1.04% | $0.81 |
 RR.L | 0% | 0.81% | - |
 NVDA | 0% | 0.04% | $0.02 |
Next Dividends
Instrument | Type | Date | Pay Per Share |
|---|---|---|---|
NVDA | Ex-Dividend | Mar 12 | $0.01 |
MSFT | Pay Day | Mar 13 | $0.83 |
BBOX.L | Ex-Dividend | Mar 13 | $0.03 |
DPZ | Ex-Dividend | Mar 14 | $1.74 |
GOOG | Pay Day | Mar 17 | $0.20 |
AVGO | Ex-Dividend | Mar 20 | $0.59 |
WMT | Ex-Dividend | Mar 21 | $0.24 |
GS | Pay Day | Mar 28 | $3.00 |
BBOX.L | Pay Day | Mar 28 | $0.03 |
DPZ | Pay Day | Mar 28 | $1.74 |
AVGO | Pay Day | Mar 31 | $0.59 |
NVDA | Pay Day | Apr 2 | $0.01 |
AXP | Ex-Dividend | Apr 4 | $0.82 |
WMT | Pay Day | Apr 7 | $0.24 |
MA | Ex-Dividend | Apr 9 | $0.76 |
DGE.L | Pay Day | Apr 24 | $0.50 |
ASML | Ex-Dividend | Apr 28 | $1.92 |
ASML | Pay Day | May 6 | $1.92 |
AXP | Pay Day | May 9 | $0.82 |
MA | Pay Day | May 9 | $0.76 |
Performance Metrics
Score 9.2/10
Beta
0.21
0.21
0
0.8
1.2
0
2
Sharpe Ratio
1.07
1.07
0
0.5
1
2
2
Sortino Ratio
3.69
3.69
0
1
2
4
4
Jensen's Alpha
231.67
231.67
-2
0
2
232
232
Omega Ratio
2.76
2.76
0
1
1.5
3
3
Treynor Ratio
49.81
49.81
0
0.75
1.25
50
50
Information Ratio
0.98
0.98
0
0.3
0.6
1
1
Calmar Ratio
2.44
2.44
0
0.3
0.6
3
3
Beta
0.21
0.21
0
0.8
1.2
0
2
Sharpe Ratio
1.07
1.07
0
0.5
1
2
2
Sortino Ratio
3.69
3.69
0
1
2
4
4
Jensen's Alpha
231.67
231.67
-2
0
2
232
232
Omega Ratio
2.76
2.76
0
1
1.5
3
3
Treynor Ratio
49.81
49.81
0
0.75
1.25
50
50
Information Ratio
0.98
0.98
0
0.3
0.6
1
1
Calmar Ratio
2.44
2.44
0
0.3
0.6
3
3
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-49.95% | Feb 2021 | Dec 2022 | 22 |
-43.91% | Nov 2023 | Mar 2024 | 4 |
-16.92% | Jan 2023 | Apr 2023 | 3 |
-15.84% | Sep 2023 | Oct 2023 | 1 |
-12.62% | Jun 2024 | Jul 2024 | 1 |
-5.98% | Feb 2025 | - | 2 |
-3.57% | Jun 2023 | Jul 2023 | 1 |
-1.29% | Nov 2024 | Jan 2025 | 2 |