Loading...
-0.17%
Today
+4.24%
This Month
+13.51%
Year To Date
+36.72%
2 Years
+64.23%
5 Years
+11.67%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies20.25%
- 💻 Electronic Technology16.09%
- 🖥️ Technology Services8.02%
- 🧬 Health Technology7.23%
- 💵 Cash6.82%
- 🪨 Non Energy Minerals6.3%
- 🍞 Consumer Non Durables5.91%
- 💰 Finance5.6%
- 📊 ETFs4.97%
- 🏭 Industrial Services3.66%
- 🛍️ Retail Trade2.53%
- 📡 Communications2.51%
- 🧪 Process Industries2.37%
- 🚚 Transportation2.3%
- 🚗 Consumer Durables1.87%
- 💼 Commercial Services1.82%
- ⚡ Utilities1.33%
- 💇♀️ Consumer Services1.06%
- ⛏️ Energy Minerals0.64%
- ❓ Other0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE29.5%
- 🇺🇸 Nasdaq24.14%
- 🌍 Digital Currency20.25%
- 🇬🇧 LSE6.15%
- 🇩🇪 FRA4.28%
- 🇫🇷 Euronext Paris3.88%
- 🇮🇹 Borsa Italiana2.75%
- 🇭🇰 Hong Kong Exchanges2.11%
- 🇩🇰 Copenhagen Stock Exchange0.77%
- 🇸🇦 Tadawul0.64%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States30.67%
- 🇬🇧 United Kingdom8.29%
- 🇳🇱 Netherlands4.99%
- 🇩🇪 Germany4.28%
- 🇨🇳 China3.12%
- 🇮🇹 Italy2.75%
- 🇨🇦 Canada2.39%
- 🇸🇬 Singapore2.1%
- 🇫🇷 France1.75%
- 🇱🇺 Luxembourg1.57%
- 🇨🇱 Chile1.23%
- 🇮🇪 Ireland1.1%
- 🇹🇼 Taiwan0.99%
- 🇭🇰 Hong Kong0.83%
- 🇩🇰 Denmark0.77%
- 🇨🇭 Switzerland0.71%
- 🇪🇸 Spain0.64%
- 🇸🇦 Saudi Arabia0.64%
- 🇧🇷 Brazil0.42%
- 🇷🇺 Russia0%
Dividends
Dividend Yield
1.8%
43 out of 62 instruments pay dividend.
6 dividend payments in the next 30 days.
Highest Dividend: $NVTKL.L (109.46%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 SCHD | 0.2% | 3.97% | - |
 TX | 0.14% | 8.65% | $3.3 |
 IGG.L | 0.12% | 4.4% | $0.46 |
 F | 0.11% | 6.63% | $0.78 |
 PFE | 0.09% | 7.05% | $1.66 |
 KO | 0.08% | 2.88% | $1.89 |
 ENEL.MI | 0.08% | 6.06% | $0.43 |
 GFT.DE | 0.06% | 2.27% | $0.5 |
 ET | 0.05% | 7.51% | $1.25 |
 HSBC | 0.05% | 5.16% | $3.03 |
 1186.HK | 0.05% | 5.52% | $0.35 |
 SQM | 0.05% | 4.14% | $1.36 |
 DTE.DE | 0.05% | 2.98% | $0.77 |
 SAOC | 0.04% | 6.74% | $1.87 |
 EZJ.L | 0.04% | 2.42% | $0.05 |
 MAIRE.MI | 0.04% | 2.95% | $0.2 |
 0762.HK | 0.04% | 4.71% | $0.37 |
 KER.PA | 0.04% | 3.05% | $14 |
 MDT.US | 0.03% | 3.13% | $2.77 |
 BRSL | 0.03% | 5.54% | $0.8 |
 VALE | 0.03% | 7.38% | $1.33 |
 GS | 0.03% | 1.84% | $11 |
 PPG | 0.03% | 2.4% | $2.6 |
 0968.HK | 0.03% | 8.2% | $0.23 |
 MNSO | 0.03% | 3.29% | $0.39 |
 ASML | 0.02% | 0.85% | $5.57 |
 INTC | 0.02% | 2.15% | $0.5 |
 RIO | 0.02% | 6.44% | $4.34 |
 AIR.PA | 0.02% | 1.09% | $1.8 |
 DG.PA | 0.02% | 3.84% | $4.5 |
 NTES | 0.02% | 2.01% | $2.58 |
 NOVO-B.CO | 0.02% | 2.76% | $9.4 |
 FCX | 0.02% | 1.33% | $0.6 |
 B | 0.02% | 1.81% | $0.4 |
 AAPL | 0.01% | 0.48% | $0.97 |
 MSFT | 0.01% | 0.65% | $3 |
 WBA | 0.01% | 4.34% | $1.46 |
 BEZ.L | 0.01% | 2.77% | $0.14 |
 TSM | 0.01% | 0.96% | $1.74 |
 ATYM.L | 0.01% | 1.1% | - |
 DIS | 0% | 0.83% | $0.75 |
 NVTKL.L | 0% | 109.46% | - |
 NVDA | 0% | 0.02% | $0.02 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
DIS | Pay Day | Jul 23, 2025 | $0.50 |
ENEL.MI | Pay Day | Jul 23, 2025 | $0.28 |
PFE | Ex-Dividend | Jul 25, 2025 | $0.43 |
ASML | Ex-Dividend | Jul 29, 2025 | $1.86 |
BRSL | Pay Day | Jul 29, 2025 | $3.00 |
FCX | Pay Day | Aug 1, 2025 | $0.15 |
ASML | Pay Day | Aug 6, 2025 | $1.86 |
PPG | Ex-Dividend | Aug 11, 2025 | $0.71 |
1186.HK | Pay Day | Aug 15, 2025 | $0.04 |
MSFT | Ex-Dividend | Aug 21, 2025 | $0.83 |
GS | Ex-Dividend | Aug 29, 2025 | $4.00 |
PFE | Pay Day | Sep 2, 2025 | $0.43 |
MSFT | Pay Day | Sep 11, 2025 | $0.83 |
PPG | Pay Day | Sep 12, 2025 | $0.71 |
KO | Ex-Dividend | Sep 15, 2025 | $0.51 |
TSM | Ex-Dividend | Sep 16, 2025 | $0.82 |
GS | Pay Day | Sep 29, 2025 | $4.00 |
KO | Pay Day | Oct 1, 2025 | $0.51 |
TSM | Pay Day | Oct 9, 2025 | $0.82 |
Performance Metrics
Score 3.7/10
Beta
0.88
0.88
0
0.8
1.2
0
2
Sharpe Ratio
0.45
0.45
0
0.5
1
1.5
1.5
Sortino Ratio
0.76
0.76
0
1
2
3
3
Jensen's Alpha
-5.05
-5.05
-6
0
2
4.5
4.5
Omega Ratio
0.63
0.63
0
1
1.5
2.5
2.5
Treynor Ratio
0.8
0.8
0
0.75
1.25
2
2
Information Ratio
-0.57
-0.57
-1
0.3
0.6
1
1
Calmar Ratio
0.28
0.28
0
0.3
0.6
1
1
Beta
0.88
0.88
0
0.8
1.2
0
2
Sharpe Ratio
0.45
0.45
0
0.5
1
1.5
1.5
Sortino Ratio
0.76
0.76
0
1
2
3
3
Jensen's Alpha
-5.05
-5.05
-6
0
2
4.5
4.5
Omega Ratio
0.63
0.63
0
1
1.5
2.5
2.5
Treynor Ratio
0.8
0.8
0
0.75
1.25
2
2
Information Ratio
-0.57
-0.57
-1
0.3
0.6
1
1
Calmar Ratio
0.28
0.28
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
37.32
High:
GRAB
955.36GRABLow:
KNSA
-117.05KNSADetails
PEG Ratio
765.15
High:
KO
10,007.14KOLow:
FXPO.L
-16.7FXPO.LDetails
Price/Book
11.41
High:
NVDA
49.85NVDALow:
BA
-51.87BADetails
Price/Sales
6.52
High:
IMNM
78.55IMNMLow:
WBA
0.06WBADetails
Price/CF
20.49
High:KO
282.33KOLow:
EZJ.L
2.03EZJ.LDetails
Price/FCF
35.82
High:
SMCI
598.42SMCILow:
1186.HK
2.691186.HKDetails
P/E Ratio
37.32
High:GRAB
955.36GRABLow:KNSA
-117.05KNSADetails
PEG Ratio
765.15
High:KO
10,007.14KOLow:FXPO.L
-16.7FXPO.LDetails
Price/Book
11.41
High:NVDA
49.85NVDALow:BA
-51.87BADetails
Price/Sales
6.52
High:IMNM
78.55IMNMLow:WBA
0.06WBADetails
Price/CF
20.49
High:KO
282.33KOLow:EZJ.L
2.03EZJ.LDetails
Price/FCF
35.82
High:SMCI
598.42SMCILow:1186.HK
2.691186.HKDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-34.65% | Apr 2021 | Dec 2024 | 44 |
-7.58% | Sep 2020 | Nov 2020 | 2 |
-4.31% | May 2020 | Aug 2020 | 3 |
-3.69% | Feb 2025 | May 2025 | 3 |