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+0.77%
Today
+5.9%
This Month
+8.77%
Year To Date
+64.41%
2 Years
+157.47%
5 Years
-1.3%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🚗 Consumer Durables26.64%
- 💻 Electronic Technology23.83%
- 🛍️ Retail Trade11.17%
- 🖥️ Technology Services7.59%
- 💰 Finance6.94%
- 🪙 Cryptocurrencies6.27%
- 🛠️ Producer Manufacturing4.26%
- 💇♀️ Consumer Services3.79%
- 📊 ETFs2.58%
- 🍞 Consumer Non Durables2.27%
- 💼 Commercial Services1.84%
- 🧬 Health Technology0.94%
- ⛏️ Energy Minerals0.68%
- 🪨 Non Energy Minerals0.63%
- 🚚 Transportation0.54%
- 💵 Cash0.02%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq48.89%
- 🇺🇸 NYSE34.31%
- 🇬🇧 LSE10%
- 🌍 Digital Currency6.27%
- 🇫🇷 Euronext Paris0.52%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States78.41%
- 🇬🇧 United Kingdom10%
- 🇨🇳 China1.25%
- 🇨🇦 Canada0.83%
- 🇫🇷 France0.52%
- 🇩🇪 Germany0.13%
Dividends
Dividend Yield
0.49%
25 out of 53 instruments pay dividend.
4 dividend payments in the next 30 days.
Highest Dividend: $PFE (6.74%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 XOP | 0.07% | 2.71% | - |
 RR.L | 0.05% | 0.61% | - |
 KO | 0.05% | 2.91% | $1.89 |
 QFIN | 0.04% | 3.21% | $1.06 |
 GPI | 0.04% | 0.46% | $1.84 |
 PFE | 0.03% | 6.74% | $1.66 |
 CVX | 0.03% | 4.36% | $6.28 |
 HD | 0.03% | 2.42% | $8.52 |
 DIS | 0.03% | 0.81% | $0.75 |
 AAPL | 0.02% | 0.47% | $0.97 |
 RMV.L | 0.02% | 1.26% | $0.09 |
 MCD | 0.01% | 2.34% | $6.53 |
 V | 0.01% | 0.64% | $2.01 |
 GE | 0.01% | 0.49% | $0.44 |
 B | 0.01% | 1.79% | $0.4 |
 MA | 0.01% | 0.52% | $2.46 |
 NKE | 0.01% | 2.05% | $1.45 |
 GM | 0.01% | 1.02% | $0.42 |
 META | 0.01% | 0.29% | $1 |
 GOOG | 0.01% | 0.42% | $0.2 |
 GL | 0.01% | 0.82% | $0.93 |
 ORCL | 0.01% | 0.74% | $1.6 |
 DSY.PA | 0% | 0.81% | $0.23 |
 GEV | 0% | 0.12% | - |
 NVDA | 0% | 0.02% | $0.02 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
GE | Pay Day | Jul 25, 2025 | $0.36 |
PFE | Ex-Dividend | Jul 25, 2025 | $0.43 |
GL | Pay Day | Aug 1, 2025 | $0.27 |
MA | Pay Day | Aug 8, 2025 | $0.76 |
GEV | Pay Day | Aug 18, 2025 | $0.25 |
MCD | Ex-Dividend | Sep 2, 2025 | $1.77 |
PFE | Pay Day | Sep 2, 2025 | $0.43 |
GM | Ex-Dividend | Sep 5, 2025 | $0.15 |
KO | Ex-Dividend | Sep 15, 2025 | $0.51 |
MCD | Pay Day | Sep 16, 2025 | $1.77 |
GM | Pay Day | Sep 18, 2025 | $0.15 |
KO | Pay Day | Oct 1, 2025 | $0.51 |
Performance Metrics
Score 3.8/10
Beta
1.19
1.19
0
0.8
1.2
0
2
Sharpe Ratio
0.2
0.2
0
0.5
1
1.5
1.5
Sortino Ratio
0.33
0.33
0
1
2
3
3
Jensen's Alpha
-0.36
-0.36
-2
0
2
4.5
4.5
Omega Ratio
1.03
1.03
0
1
1.5
2.5
2.5
Treynor Ratio
0.83
0.83
0
0.75
1.25
2
2
Information Ratio
0.03
0.03
0
0.3
0.6
1
1
Calmar Ratio
-0.02
-0.02
-1
0.3
0.6
1
1
Beta
1.19
1.19
0
0.8
1.2
0
2
Sharpe Ratio
0.2
0.2
0
0.5
1
1.5
1.5
Sortino Ratio
0.33
0.33
0
1
2
3
3
Jensen's Alpha
-0.36
-0.36
-2
0
2
4.5
4.5
Omega Ratio
1.03
1.03
0
1
1.5
2.5
2.5
Treynor Ratio
0.83
0.83
0
0.75
1.25
2
2
Information Ratio
0.03
0.03
0
0.3
0.6
1
1
Calmar Ratio
-0.02
-0.02
-1
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
48.93
High:
TSLA
182.64TSLALow:
BE
-308.69BEDetails
PEG Ratio
213.41
High:
RR.L
877.72RR.LLow:
LMND
-453.98LMNDDetails
Price/Book
12.46
High:
APP
205.81APPLow:
NIO
-192.84NIODetails
Price/Sales
8.46
High:
NVDA
27.68NVDALow:
QS
-QSDetails
Price/CF
29.51
High:
KO
233.26KOLow:
AAL
1.63AALDetails
Price/FCF
53.85
High:
ORCL
348.36ORCLLow:
BOXL
3.56BOXLDetails
P/E Ratio
48.93
High:TSLA
182.64TSLALow:BE
-308.69BEDetails
PEG Ratio
213.41
High:RR.L
877.72RR.LLow:LMND
-453.98LMNDDetails
Price/Book
12.46
High:APP
205.81APPLow:NIO
-192.84NIODetails
Price/Sales
8.46
High:NVDA
27.68NVDALow:QS
-QSDetails
Price/CF
29.51
High:KO
233.26KOLow:AAL
1.63AALDetails
Price/FCF
53.85
High:ORCL
348.36ORCLLow:BOXL
3.56BOXLDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-86.39% | Jan 2018 | - | 91 |