Loading...
+0.08%
Today
-3.95%
This Month
-3.15%
Year To Date
+18.09%
2 Years
+81.33%
5 Years
+13.34%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs79.35%
- 🪙 Cryptocurrencies3.7%
- 💵 Cash2.65%
- 🖥️ Technology Services2.44%
- 🍞 Consumer Non Durables2.23%
- 💻 Electronic Technology2.15%
- 🚚 Transportation2.09%
- 🛍️ Retail Trade1.59%
- 💼 Commercial Services1.33%
- 💰 Finance1.31%
- 🚗 Consumer Durables1.27%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE59.68%
- 🇬🇧 LSE29.33%
- 🇺🇸 Nasdaq4.75%
- 🌍 Digital Currency3.7%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States10.24%
- 🇬🇧 United Kingdom2.9%
- 🇯🇵 Japan1.27%
Dividends
Dividend Yield
3.36%
19 out of 30 instruments pay dividend.
3 dividend payments in the next 30 days.
Highest Dividend: $SDIV (11.05%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 SDIV | 1.34% | 11.05% | - |
 ISF.L | 0.87% | 3.52% | - |
 IEUR | 0.44% | 3.18% | - |
 EWJ | 0.16% | 2.29% | - |
 VOO | 0.09% | 1.36% | - |
 TSN | 0.07% | 3.23% | $1.96 |
 USRT | 0.07% | 2.79% | - |
 LLOY.L | 0.06% | 4.51% | $0.03 |
 REET | 0.06% | 3.57% | - |
 VNQ | 0.04% | 4.01% | - |
 VTI | 0.04% | 1.36% | - |
 CSCO | 0.03% | 2.89% | $1.58 |
 IEMG | 0.03% | 3.1% | - |
 NTDOY | 0.01% | 0.97% | $0.24 |
 MKS.L | 0.01% | 0.73% | $0.03 |
 VGT | 0.01% | 0.59% | - |
 VUG | 0.01% | 0.52% | - |
 CRM | 0.01% | 0.65% | $0.4 |
 AAPL | 0% | 0.51% | $0.97 |
Performance Metrics
Score 6.4/10
Beta
0.65
0.65
0
0.8
1.2
0
2
Sharpe Ratio
0.69
0.69
0
0.5
1
1.5
1.5
Sortino Ratio
1.37
1.37
0
1
2
3
3
Jensen's Alpha
3.12
3.12
-2
0
2
4.5
4.5
Omega Ratio
0.94
0.94
0
1
1.5
2.5
2.5
Treynor Ratio
1.37
1.37
0
0.75
1.25
2
2
Information Ratio
-0.08
-0.08
-1
0.3
0.6
1
1
Calmar Ratio
0.76
0.76
0
0.3
0.6
1
1
Beta
0.65
0.65
0
0.8
1.2
0
2
Sharpe Ratio
0.69
0.69
0
0.5
1
1.5
1.5
Sortino Ratio
1.37
1.37
0
1
2
3
3
Jensen's Alpha
3.12
3.12
-2
0
2
4.5
4.5
Omega Ratio
0.94
0.94
0
1
1.5
2.5
2.5
Treynor Ratio
1.37
1.37
0
0.75
1.25
2
2
Information Ratio
-0.08
-0.08
-1
0.3
0.6
1
1
Calmar Ratio
0.76
0.76
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
29.95
High:
PANW
94.73PANWLow:
LLOY.L
11.18LLOY.LDetails
PEG Ratio
86.12
High:
PYPL
342.66PYPLLow:
TSN
9.1TSNDetails
Price/Book
10.32
High:
AAPL
44.38AAPLLow:LLOY.L
1.08LLOY.LDetails
Price/Sales
5.01
High:PANW
13.87PANWLow:TSN
0.4TSNDetails
Price/CF
27.68
High:PANW
42.07PANWLow:
ALK
5.7ALKDetails
Price/FCF
41.16
High:AAPL
46.64AAPLLow:
MKS.L
11.43MKS.LDetails
P/E Ratio
29.95
High:PANW
94.73PANWLow:LLOY.L
11.18LLOY.LDetails
PEG Ratio
86.12
High:PYPL
342.66PYPLLow:TSN
9.1TSNDetails
Price/Book
10.32
High:AAPL
44.38AAPLLow:LLOY.L
1.08LLOY.LDetails
Price/Sales
5.01
High:PANW
13.87PANWLow:TSN
0.4TSNDetails
Price/CF
27.68
High:PANW
42.07PANWLow:ALK
5.7ALKDetails
Price/FCF
41.16
High:AAPL
46.64AAPLLow:MKS.L
11.43MKS.LDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-16.79% | May 2021 | Dec 2023 | 31 |
-6.42% | Mar 2025 | - | 2 |
-5.65% | Sep 2020 | Nov 2020 | 2 |
-2.11% | Apr 2024 | May 2024 | 1 |
-1.98% | Jan 2021 | Feb 2021 | 1 |
-1.85% | Dec 2024 | Jan 2025 | 1 |
-1.76% | Oct 2024 | Nov 2024 | 1 |
-0.71% | Jul 2020 | Aug 2020 | 1 |