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-0.35%
This Month
+0.15%
Year To Date
+137.11%
2 Years
+86.94%
5 Years
+136.24%
10 Years
+2.33%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies81.88%
- ⚡ Utilities5.89%
- 💰 Finance3.34%
- 📡 Communications2.13%
- 💼 Commercial Services1.41%
- 💻 Electronic Technology1.39%
- 🚗 Consumer Durables1.02%
- 💇♀️ Consumer Services0.75%
- 📦 Distribution Services0.71%
- 🖥️ Technology Services0.65%
- 💵 Cash0.23%
- 📊 ETFs0.22%
- 🛍️ Retail Trade0.12%
- 🍞 Consumer Non Durables0.12%
- 🧬 Health Technology0.08%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency81.88%
- 🇬🇧 LSE8.78%
- 🇺🇸 NYSE4.35%
- 🇺🇸 Nasdaq3.66%
- 🇩🇪 FRA1.04%
Countries Breakdown
- Country
- Total
- 🇬🇧 United Kingdom8.7%
- 🇺🇸 United States4.24%
- 🇩🇪 Germany3.21%
- 🇪🇸 Spain0.82%
- 🇯🇵 Japan0.23%
- 🇨🇭 Switzerland0.22%
- 🇮🇱 Israel0.19%
Dividends
Dividend Yield
0.37%
20 out of 126 instruments pay dividend.
8 dividend payments in the next 30 days.
Highest Dividend: $BLND.L (4.25%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 CNA.L | 0.15% | 3.13% | $0.04 |
 BT.L | 0.09% | 4% | $0.08 |
 DB | 0.05% | 2.27% | $0.49 |
 EOAN.DE | 0.04% | 3.64% | $0.53 |
 SAN | 0.01% | 1.77% | $0.13 |
 BLND.L | 0.01% | 4.25% | $0.23 |
 MFG | 0% | 2.57% | $0.12 |
 TM | 0% | 2.7% | $4.64 |
 NKE | 0% | 2.16% | $1.45 |
 GLEN.L | 0% | 2.61% | $0.1 |
 LOGI | 0% | 1.48% | $1.18 |
 VTI | 0% | 1.22% | - |
 VOO | 0% | 1.22% | - |
 LSEG.L | 0% | 1.46% | $1.15 |
 MSFT | 0% | 0.67% | $3 |
 WDC | 0% | 0.22% | - |
 DIS | 0% | 0.85% | $0.75 |
 LLY | 0% | 0.8% | $4.86 |
 AAPL | 0% | 0.43% | $0.97 |
 NVDA | 0% | 0.02% | $0.02 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
LLY | Pay Day | Sep 10, 2025 | $1.50 |
MSFT | Pay Day | Sep 11, 2025 | $0.83 |
NVDA | Ex-Dividend | Sep 11, 2025 | $0.01 |
LSEG.L | Pay Day | Sep 17, 2025 | $0.62 |
WDC | Pay Day | Sep 18, 2025 | $0.10 |
CNA.L | Ex-Dividend | Sep 18, 2025 | $0.02 |
GLEN.L | Pay Day | Sep 19, 2025 | $0.05 |
LOGI | Ex-Dividend | Sep 23, 2025 | $1.59 |
LOGI | Pay Day | Sep 24, 2025 | $1.59 |
NKE | Pay Day | Oct 1, 2025 | $0.40 |
NVDA | Pay Day | Oct 2, 2025 | $0.01 |
CNA.L | Pay Day | Oct 30, 2025 | $0.02 |
Performance Metrics
Score 3.5/10
Beta
1.55
1.55
0
0.8
1.2
0
2
Sharpe Ratio
0.35
0.35
0
0.5
1
1.5
1.5
Sortino Ratio
0.62
0.62
0
1
2
3
3
Jensen's Alpha
-2.57
-2.57
-3
0
2
4.5
4.5
Omega Ratio
1.09
1.09
0
1
1.5
2.5
2.5
Treynor Ratio
0.83
0.83
0
0.75
1.25
2
2
Information Ratio
0.1
0.1
0
0.3
0.6
1
1
Calmar Ratio
0.13
0.13
0
0.3
0.6
1
1
Beta
1.55
1.55
0
0.8
1.2
0
2
Sharpe Ratio
0.35
0.35
0
0.5
1
1.5
1.5
Sortino Ratio
0.62
0.62
0
1
2
3
3
Jensen's Alpha
-2.57
-2.57
-3
0
2
4.5
4.5
Omega Ratio
1.09
1.09
0
1
1.5
2.5
2.5
Treynor Ratio
0.83
0.83
0
0.75
1.25
2
2
Information Ratio
0.1
0.1
0
0.3
0.6
1
1
Calmar Ratio
0.13
0.13
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
32.8
High:
DDOG
393.18DDOGLow:
CNA.L
-31.21CNA.LDetails
PEG Ratio
300.66
High:
AAPL
24,772.26AAPLLow:
GPRO
-2.92GPRODetails
Price/Book
5.78
High:AAPL
54.09AAPLLow:
WIX
-73.01WIXDetails
Price/Sales
3.7
High:
NVDA
24.8NVDALow:
CPI.L
0.12CPI.LDetails
Price/CF
10.65
High:
TSLA
70.91TSLALow:
DB
1.03DBDetails
Price/FCF
15.95
High:
LLY
631.92LLYLow:DB
1.09DBDetails
P/E Ratio
32.8
High:DDOG
393.18DDOGLow:CNA.L
-31.21CNA.LDetails
PEG Ratio
300.66
High:AAPL
24,772.26AAPLLow:GPRO
-2.92GPRODetails
Price/Book
5.78
High:AAPL
54.09AAPLLow:WIX
-73.01WIXDetails
Price/Sales
3.7
High:NVDA
24.8NVDALow:CPI.L
0.12CPI.LDetails
Price/CF
10.65
High:TSLA
70.91TSLALow:DB
1.03DBDetails
Price/FCF
15.95
High:LLY
631.92LLYLow:DB
1.09DBDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-69.12% | Dec 2021 | - | 46 |
-49.59% | Mar 2015 | Mar 2021 | 72 |
-15.39% | May 2021 | Aug 2021 | 3 |
-12.17% | Sep 2021 | Oct 2021 | 1 |
-6.38% | Dec 2014 | Feb 2015 | 2 |