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+0.63%
This Month
+11.85%
Year To Date
+73.63%
2 Years
+132.38%
5 Years
+151.74%
10 Years
+12.37%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs87.02%
- 🪙 Cryptocurrencies6.05%
- 💻 Electronic Technology4.15%
- 🖥️ Technology Services1.45%
- 💵 Cash1.32%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE56.15%
- 🇺🇸 Nasdaq30.26%
- 🌍 Digital Currency6.05%
- 🇬🇧 LSE5.12%
- 🇩🇪 Xetra ETFs1.09%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States5.6%
Dividends
Dividend Yield
1.55%
20 out of 29 instruments pay dividend.
3 dividend payments in the next 30 days.
Highest Dividend: $IEML.L (5.94%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 IVV | 0.29% | 1.29% | - |
 AGG | 0.25% | 3.79% | - |
 IDEV | 0.21% | 2.99% | - |
 IEF | 0.19% | 3.7% | - |
 SPY | 0.16% | 1.16% | - |
 VEU | 0.15% | 2.75% | - |
 TLT | 0.12% | 4.3% | - |
 QQQ | 0.08% | 0.51% | - |
 SHV | 0.04% | 4.63% | - |
 IUS7.DE | 0.02% | 5.47% | - |
 TIP | 0.01% | 2.47% | - |
 SNA2.DE | 0.01% | 3.85% | - |
 IEML.L | 0% | 5.94% | - |
 MSFT | 0% | 0.65% | $3 |
 IS3F.DE | 0% | 2.03% | - |
 AAPL | 0% | 0.43% | $0.97 |
 GOOG | 0% | 0.35% | $0.2 |
 META | 0% | 0.27% | $1 |
 NVDA | 0% | 0.02% | $0.02 |
 SXRH.DE | 0% | 0.34% | - |
Performance Metrics
Score 5.2/10
Beta
0.93
0.93
0
0.8
1.2
0
2
Sharpe Ratio
0.57
0.57
0
0.5
1
1.5
1.5
Sortino Ratio
0.89
0.89
0
1
2
3
3
Jensen's Alpha
1.08
1.08
-2
0
2
4.5
4.5
Omega Ratio
1.02
1.02
0
1
1.5
2.5
2.5
Treynor Ratio
1.01
1.01
0
0.75
1.25
2
2
Information Ratio
0.03
0.03
0
0.3
0.6
1
1
Calmar Ratio
0.33
0.33
0
0.3
0.6
1
1
Beta
0.93
0.93
0
0.8
1.2
0
2
Sharpe Ratio
0.57
0.57
0
0.5
1
1.5
1.5
Sortino Ratio
0.89
0.89
0
1
2
3
3
Jensen's Alpha
1.08
1.08
-2
0
2
4.5
4.5
Omega Ratio
1.02
1.02
0
1
1.5
2.5
2.5
Treynor Ratio
1.01
1.01
0
0.75
1.25
2
2
Information Ratio
0.03
0.03
0
0.3
0.6
1
1
Calmar Ratio
0.33
0.33
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
42.18
High:
NVDA
48.86NVDALow:
GOOG
24.78GOOGDetails
PEG Ratio
2,277.1
High:
AAPL
24,779.06AAPLLow:
META
66.73METADetails
Price/Book
25.11
High:AAPL
54.11AAPLLow:GOOG
7.76GOOGDetails
Price/Sales
17.45
High:NVDA
25.49NVDALow:GOOG
7.65GOOGDetails
Price/CF
38.78
High:NVDA
55.25NVDALow:GOOG
16.18GOOGDetails
Price/FCF
54.79
High:
MSFT
78.08MSFTLow:AAPL
37.19AAPLDetails
P/E Ratio
42.18
High:NVDA
48.86NVDALow:GOOG
24.78GOOGDetails
PEG Ratio
2,277.1
High:AAPL
24,779.06AAPLLow:META
66.73METADetails
Price/Book
25.11
High:AAPL
54.11AAPLLow:GOOG
7.76GOOGDetails
Price/Sales
17.45
High:NVDA
25.49NVDALow:GOOG
7.65GOOGDetails
Price/CF
38.78
High:NVDA
55.25NVDALow:GOOG
16.18GOOGDetails
Price/FCF
54.79
High:MSFT
78.08MSFTLow:AAPL
37.19AAPLDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-37.79% | Nov 2021 | Feb 2024 | 27 |
-34.06% | Feb 2018 | Nov 2020 | 33 |
-7.15% | May 2021 | Aug 2021 | 3 |
-6.12% | Feb 2025 | May 2025 | 3 |
-6.05% | Sep 2021 | Oct 2021 | 1 |
-4.81% | Apr 2024 | May 2024 | 1 |
-1.52% | Dec 2024 | Jan 2025 | 1 |
-0.27% | Jul 2024 | Aug 2024 | 1 |