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+1.01%
Today
-0.09%
This Month
-12.39%
Year To Date
+68.61%
2 Years
+40.27%
5 Years
+14%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies55.66%
- 🖥️ Technology Services8.01%
- 🛍️ Retail Trade7.6%
- 📊 ETFs5.82%
- 💰 Finance4.54%
- 🍞 Consumer Non Durables4.23%
- 💻 Electronic Technology2.98%
- 🚗 Consumer Durables2.28%
- 🚚 Transportation2.06%
- 💼 Commercial Services1.61%
- 🧬 Health Technology1.43%
- 📡 Communications1.16%
- ⛏️ Energy Minerals0.86%
- 💇♀️ Consumer Services0.41%
- 🧪 Process Industries0.4%
- 🏭 Industrial Services0.23%
- 📦 Distribution Services0.21%
- 🛠️ Producer Manufacturing0.21%
- ⚡ Utilities0.2%
- 🧩 Miscellaneous0.08%
- 🏥 Health Services0.03%
- 💵 Cash0%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency55.66%
- 🇺🇸 NYSE23.29%
- 🇺🇸 Nasdaq15.07%
- 🇬🇧 LSE5.59%
- 🇭🇰 Hong Kong Exchanges0.21%
- 🇸🇪 Stockholm Stock Exchange0.18%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States28.7%
- 🇬🇧 United Kingdom6.42%
- 🇨🇾 Cyprus1.16%
- 🇹🇼 Taiwan0.63%
- 🇮🇱 Israel0.54%
- 🇮🇪 Ireland0.23%
- 🇨🇳 China0.21%
- 🇸🇪 Sweden0.18%
- 🇰🇷 South Korea0.16%
- 🇨🇭 Switzerland0.16%
- 🇧🇷 Brazil0.14%
Dividends
Dividend Yield
1.59%
64 out of 97 instruments pay dividend.
10 dividend payments in the next 30 days.
Highest Dividend: $ZIM (51.78%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 ZIM | 0.28% | 51.78% | $0.23 |
 FRO | 0.13% | 11.53% | $2.17 |
 ARR | 0.09% | 20.14% | $3.84 |
 SPYD | 0.08% | 4.32% | - |
 NLY | 0.08% | 14.8% | $2.6 |
 EFA | 0.06% | 3% | - |
 TSCO.L | 0.06% | 3.87% | $0.12 |
 AV.L | 0.04% | 6.79% | $0.33 |
 MO | 0.04% | 6.95% | $3.92 |
 BTI | 0.04% | 6.98% | $2.92 |
 BP.L | 0.04% | 6.73% | $0.23 |
 HSBC | 0.04% | 6.25% | $3.03 |
 JNJ | 0.03% | 3.19% | $4.81 |
 T | 0.03% | 4.09% | $1.11 |
 VOO | 0.03% | 1.36% | - |
 VZ | 0.03% | 6.13% | $2.66 |
 PSEC | 0.03% | 20.22% | $0.72 |
 F | 0.02% | 7.79% | $0.78 |
 KEY | 0.02% | 5.75% | $0.82 |
 TGT | 0.02% | 4.81% | $4.42 |
 KHC | 0.02% | 5.43% | $1.6 |
 HAS | 0.02% | 3.99% | $2.8 |
 PFE | 0.02% | 7.63% | $1.66 |
 PBR.A | 0.02% | 12.36% | $2.21 |
 K | 0.02% | 2.76% | $2.28 |
 ET | 0.02% | 7.44% | $1.25 |
 IBM | 0.02% | 2.8% | $6.65 |
 TSN | 0.02% | 3.23% | $1.96 |
 KO | 0.02% | 2.69% | $1.89 |
 WPC | 0.01% | 5.65% | $3.67 |
 MKS.L | 0.01% | 0.73% | $0.03 |
 MPW | 0.01% | 7.16% | $0.6 |
 BG | 0.01% | 3.44% | $2.7 |
 UPS | 0.01% | 6.77% | $6.5 |
 ULVR.L | 0.01% | 3.09% | $1.47 |
 PEP | 0.01% | 3.79% | $5.15 |
 WMT | 0.01% | 1.01% | $0.81 |
 LMT | 0.01% | 2.78% | $12.45 |
 MSFT | 0.01% | 0.88% | $3 |
 O | 0.01% | 5.42% | $3.09 |
 MCD | 0.01% | 2.21% | $6.53 |
 META | 0.01% | 0.4% | $1 |
 TSM | 0.01% | 1.35% | $1.74 |
 INTC | 0.01% | 2.64% | $0.5 |
 SBRY.L | 0.01% | 5.29% | $0.13 |
 HM-B.ST | 0.01% | 4.87% | $6.5 |
 NKE | 0.01% | 2.76% | $1.45 |
 JUP.L | 0.01% | 7.77% | $0.1 |
 XOM | 0.01% | 3.63% | $3.76 |
 GOOGL | 0.01% | 0.53% | $0.2 |
 QCOM | 0% | 2.49% | $3.25 |
 GLEN.L | 0% | 2.96% | $0.1 |
 MMM | 0% | 2.17% | $5.21 |
 GD | 0% | 2.09% | $5.48 |
 COST | 0% | 0.48% | $19.22 |
 UNP | 0% | 2.42% | $5.2 |
 SMSN.L | 0% | 2.48% | $23.68 |
 AWK | 0% | 2.06% | $2.89 |
 DG.US | 0% | 2.54% | $2.36 |
 AAPL | 0% | 0.51% | $0.97 |
 0700.HK | 0% | 0.98% | $3.4 |
 V | 0% | 0.67% | $2.01 |
 KLG | 0% | 3.3% | $0.48 |
 NLOP | 0% | 1.05% | $0.34 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
HSBC | Pay Day | Apr 25, 2025 | $1.80 |
PSEC | Ex-Dividend | Apr 28, 2025 | $0.04 |
ARR | Pay Day | Apr 29, 2025 | $0.24 |
MO | Pay Day | Apr 30, 2025 | $1.02 |
NLY | Pay Day | Apr 30, 2025 | $0.70 |
T | Pay Day | May 1, 2025 | $0.28 |
VZ | Pay Day | May 1, 2025 | $0.68 |
GLEN.L | Ex-Dividend | May 1, 2025 | $0.05 |
O | Ex-Dividend | May 1, 2025 | $0.27 |
COST | Ex-Dividend | May 2, 2025 | $1.30 |
HM-B.ST | Ex-Dividend | May 8, 2025 | $0.31 |
WMT | Ex-Dividend | May 9, 2025 | $0.24 |
GD | Pay Day | May 9, 2025 | $1.50 |
TGT | Ex-Dividend | May 14, 2025 | $1.12 |
HM-B.ST | Pay Day | May 14, 2025 | $0.31 |
MSFT | Ex-Dividend | May 15, 2025 | $0.83 |
TSCO.L | Ex-Dividend | May 15, 2025 | $0.12 |
O | Pay Day | May 15, 2025 | $0.27 |
COST | Pay Day | May 16, 2025 | $1.30 |
0700.HK | Ex-Dividend | May 16, 2025 | $0.58 |
JUP.L | Pay Day | May 20, 2025 | $0.03 |
PSEC | Pay Day | May 20, 2025 | $0.04 |
JNJ | Ex-Dividend | May 27, 2025 | $1.30 |
WMT | Pay Day | May 27, 2025 | $0.24 |
TSN | Ex-Dividend | May 30, 2025 | $0.50 |
0700.HK | Pay Day | May 30, 2025 | $0.58 |
TGT | Pay Day | Jun 1, 2025 | $1.12 |
GLEN.L | Pay Day | Jun 4, 2025 | $0.05 |
QCOM | Ex-Dividend | Jun 5, 2025 | $0.89 |
SBRY.L | Ex-Dividend | Jun 5, 2025 | $0.13 |
JNJ | Pay Day | Jun 10, 2025 | $1.30 |
MSFT | Pay Day | Jun 12, 2025 | $0.83 |
TSM | Ex-Dividend | Jun 12, 2025 | $0.68 |
TSN | Pay Day | Jun 13, 2025 | $0.50 |
EFA | Pay Day | Jun 17, 2025 | $1.39 |
QCOM | Pay Day | Jun 26, 2025 | $0.89 |
TSCO.L | Pay Day | Jun 27, 2025 | $0.12 |
BTI | Ex-Dividend | Jun 27, 2025 | $0.75 |
TSM | Pay Day | Jul 10, 2025 | $0.68 |
SBRY.L | Pay Day | Jul 11, 2025 | $0.13 |
BTI | Pay Day | Aug 6, 2025 | $0.75 |
Performance Metrics
Score 5/10
Beta
1.47
1.47
0
0.8
1.2
0
2
Sharpe Ratio
0.36
0.36
0
0.5
1
1.5
1.5
Sortino Ratio
0.65
0.65
0
1
2
3
3
Jensen's Alpha
4.55
4.55
-2
0
2
5
5
Omega Ratio
1.24
1.24
0
1
1.5
2.5
2.5
Treynor Ratio
0.7
0.7
0
0.75
1.25
2
2
Information Ratio
0.28
0.28
0
0.3
0.6
1
1
Calmar Ratio
0.34
0.34
0
0.3
0.6
1
1
Beta
1.47
1.47
0
0.8
1.2
0
2
Sharpe Ratio
0.36
0.36
0
0.5
1
1.5
1.5
Sortino Ratio
0.65
0.65
0
1
2
3
3
Jensen's Alpha
4.55
4.55
-2
0
2
5
5
Omega Ratio
1.24
1.24
0
1
1.5
2.5
2.5
Treynor Ratio
0.7
0.7
0
0.75
1.25
2
2
Information Ratio
0.28
0.28
0
0.3
0.6
1
1
Calmar Ratio
0.34
0.34
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
26.94
High:
BP.L
258.56BP.LLow:
MSTR
-56.3MSTRDetails
PEG Ratio
88.8
High:
JNJ
473.64JNJLow:
ARR
-42.57ARRDetails
Price/Book
6.62
High:
AAPL
44.38AAPLLow:
MCD
-58.64MCDDetails
Price/Sales
3.81
High:MSTR
151.67MSTRLow:
GLEN.L
0.17GLEN.LDetails
Price/CF
19.28
High:
TTWO
18,296.3TTWOLow:
ZIM
0.79ZIMDetails
Price/FCF
45.74
High:
PEP
5,253.35PEPLow:ZIM
1.04ZIMDetails
P/E Ratio
26.94
High:BP.L
258.56BP.LLow:MSTR
-56.3MSTRDetails
PEG Ratio
88.8
High:JNJ
473.64JNJLow:ARR
-42.57ARRDetails
Price/Book
6.62
High:AAPL
44.38AAPLLow:MCD
-58.64MCDDetails
Price/Sales
3.81
High:MSTR
151.67MSTRLow:GLEN.L
0.17GLEN.LDetails
Price/CF
19.28
High:TTWO
18,296.3TTWOLow:ZIM
0.79ZIMDetails
Price/FCF
45.74
High:PEP
5,253.35PEPLow:ZIM
1.04ZIMDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-34.13% | Apr 2022 | Dec 2023 | 20 |
-19.06% | Feb 2025 | - | 3 |
-12.29% | Apr 2024 | Nov 2024 | 7 |
-4.89% | Dec 2024 | Jan 2025 | 1 |
-1.83% | Jan 2024 | Feb 2024 | 1 |