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+0.74%
This Month
-0.24%
Year To Date
+38.23%
2 Years
+55.7%
5 Years
+133.21%
10 Years
+16.38%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs71.86%
- 🧩 Miscellaneous9.41%
- 🪙 Cryptocurrencies5.96%
- 🖥️ Technology Services3.82%
- 💻 Electronic Technology3.31%
- 🚗 Consumer Durables1.5%
- 💵 Cash0.92%
- 💰 Finance0.8%
- 💇♀️ Consumer Services0.72%
- 🛍️ Retail Trade0.61%
- 🍞 Consumer Non Durables0.53%
- 🛠️ Producer Manufacturing0.21%
- 🧬 Health Technology0.16%
- 🚚 Transportation0.15%
- 💼 Commercial Services0.1%
- 🏭 Industrial Services0.07%
- 📡 Communications0.05%
- ⚡ Utilities0.05%
- 🪨 Non Energy Minerals0.01%
- 🏥 Health Services0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE57.5%
- 🇺🇸 Nasdaq30.51%
- 🌍 Digital Currency5.96%
- 🇺🇸 Chicago Board Options Exchange3.04%
- 🇩🇪 Xetra ETFs1.02%
- 🇬🇧 LSE0.49%
- 🇩🇪 FRA0.33%
- 🇭🇰 Hong Kong Exchanges0.23%
- 🇫🇷 Euronext Paris0.13%
- 🇪🇸 Bolsa De Madrid0.07%
- 🇩🇰 Copenhagen Stock Exchange0.04%
- 🇸🇪 Stockholm Stock Exchange0.02%
- 🇳🇴 Oslo Stock Exchange0.01%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States10.48%
- 🇨🇳 China0.33%
- 🇩🇪 Germany0.33%
- 🇯🇵 Japan0.16%
- 🇰🇾 Cayman Islands0.14%
- 🇫🇷 France0.13%
- 🇨🇦 Canada0.1%
- 🇮🇱 Israel0.1%
- 🇬🇧 United Kingdom0.08%
- 🇪🇸 Spain0.07%
- 🇨🇭 Switzerland0.07%
- 🇩🇰 Denmark0.04%
- 🇳🇱 Netherlands0.03%
- 🇸🇪 Sweden0.02%
- 🇳🇴 Norway0.01%
- 🇸🇬 Singapore0%
Dividends
Dividend Yield
0.19%
50 out of 173 instruments pay dividend.
5 dividend payments in the next 30 days.
Highest Dividend: $TRIG.L (11.42%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 DIA.US | 0.05% | 1.51% | - |
 QQQ | 0.03% | 0.48% | - |
 AAPL | 0.01% | 0.41% | $0.97 |
 F | 0.01% | 5.19% | $0.78 |
 MSFT | 0.01% | 0.95% | $3 |
 VOW3.DE | 0.01% | 7.28% | $9.06 |
 MBG.DE | 0.01% | 6.58% | $5.3 |
 GOOG | 0.01% | 0.29% | $0.2 |
 BMW.DE | 0.01% | 5.56% | $6 |
 KO | 0.01% | 2.69% | $1.89 |
 PEP | 0% | 3.63% | $5.15 |
 MCD | 0% | 2.38% | $6.53 |
 DIS | 0% | 1.55% | $0.75 |
 TRIG.L | 0% | 11.42% | $0.07 |
 TM | 0% | 2.72% | $4.64 |
 MC.PA | 0% | 2.76% | $13 |
 LUV | 0% | 1.93% | $0.72 |
 META | 0% | 0.37% | $1 |
 NKE | 0% | 3.69% | $1.45 |
 T | 0% | 3.92% | $1.11 |
 GM | 0% | 0.87% | $0.42 |
 BLK | 0% | 2.21% | $20.2 |
 JKS | 0% | 5.15% | $1.48 |
 JNJ | 0% | 2.15% | $4.81 |
 ANA.MC | 0% | 1.85% | $3.65 |
 UI | 0% | 0.36% | $2.4 |
 GS | 0% | 1.8% | $11 |
 CVS | 0% | 3.69% | $2.54 |
 SSE.L | 0% | 2.37% | $0.6 |
 ULVR.L | 0% | 4.13% | $1.47 |
 LVS | 0% | 1.96% | $0.8 |
 EL.PA | 0% | 2.09% | $3.95 |
 BAC | 0% | 2.23% | $0.96 |
 MMM | 0% | 2.08% | $5.21 |
 AFX.DE | 0% | 2.19% | $1.1 |
 BABA | 0% | 0.84% | $0.98 |
 DAL | 0% | 1.07% | $0.3 |
 VIE.PA | 0% | 4.48% | $1.25 |
 TROW | 0% | 5.78% | $4.92 |
 MAR | 0% | 0.82% | $2.19 |
 SONY | 0% | 0.5% | $0.49 |
 STM.US | 0% | 0.93% | $0.23 |
 NIBEB.ST | 0% | 0.92% | $0.65 |
 HLT | 0% | 0.2% | $0.6 |
 ASML | 0% | 0.57% | $5.57 |
 NUE | 0% | 1.31% | $2.13 |
 VWS.CO | 0% | 0.4% | - |
 01211.HK | 0% | 0.34% | $3.41 |
 00285.HK | 0% | 0.57% | $0.59 |
 TXT | 0% | 0.09% | $0.08 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
T | Ex-Dividend | Apr 10, 2026 | $0.28 |
ULVR.L | Pay Day | Apr 10, 2026 | $0.64 |
MBG.DE | Ex-Dividend | Apr 17, 2026 | $4.06 |
MBG.DE | Pay Day | Apr 21, 2026 | $4.06 |
CVS | Ex-Dividend | Apr 23, 2026 | $0.67 |
MC.PA | Ex-Dividend | Apr 28, 2026 | $8.60 |
MC.PA | Pay Day | Apr 30, 2026 | $8.60 |
T | Pay Day | May 1, 2026 | $0.28 |
CVS | Pay Day | May 4, 2026 | $0.67 |
EL.PA | Ex-Dividend | May 5, 2026 | $4.77 |
VIE.PA | Ex-Dividend | May 11, 2026 | $1.77 |
NUE | Pay Day | May 11, 2026 | $0.56 |
VIE.PA | Pay Day | May 13, 2026 | $1.77 |
MSFT | Ex-Dividend | May 21, 2026 | $0.91 |
EL.PA | Pay Day | Jun 3, 2026 | $4.77 |
MSFT | Pay Day | Jun 11, 2026 | $0.91 |
STM.US | Ex-Dividend | Jun 23, 2026 | $0.09 |
DIS | Ex-Dividend | Jun 30, 2026 | $0.75 |
STM.US | Pay Day | Jun 30, 2026 | $0.09 |
DIS | Pay Day | Jul 22, 2026 | $0.75 |
Performance Metrics
Score 4.6/10
Beta
1.01
1.01
0
0.8
1.2
0
2
Sharpe Ratio
0.76
0.76
0
0.5
1
1.5
1.5
Sortino Ratio
1.25
1.25
0
1
2
3
3
Jensen's Alpha
-1.88
-1.88
-2
0
2
4.5
4.5
Omega Ratio
0.84
0.84
0
1
1.5
2.5
2.5
Treynor Ratio
1.13
1.13
0
0.75
1.25
2
2
Information Ratio
-0.21
-0.21
-1
0.3
0.6
1
1
Calmar Ratio
0.56
0.56
0
0.3
0.6
1
1
Beta
1.01
1.01
0
0.8
1.2
0
2
Sharpe Ratio
0.76
0.76
0
0.5
1
1.5
1.5
Sortino Ratio
1.25
1.25
0
1
2
3
3
Jensen's Alpha
-1.88
-1.88
-2
0
2
4.5
4.5
Omega Ratio
0.84
0.84
0
1
1.5
2.5
2.5
Treynor Ratio
1.13
1.13
0
0.75
1.25
2
2
Information Ratio
-0.21
-0.21
-1
0.3
0.6
1
1
Calmar Ratio
0.56
0.56
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
28.74
High:
TSLA
335.12TSLALow:SONY
-106.02SONYDetails
PEG Ratio
102.69
High:TROW
1,085.5TROWLow:
CRSR
-52.77CRSRDetails
Price/Book
9.84
High:UI
50.1UILow:MCD
-121.93MCDDetails
Price/Sales
7.18
High:
HUT
22.53HUTLow:VOW3.DE
0.14VOW3.DEDetails
Price/CF
24.53
High:TSLA
107.92TSLALow:F
2.59FDetails
Price/FCF
49.91
High:PEP
5,797.72PEPLow:00285.HK
5.7900285.HKDetails
P/E Ratio
28.74
High:TSLA
335.12TSLALow:SONY
-106.02SONYDetails
PEG Ratio
102.69
High:TROW
1,085.5TROWLow:CRSR
-52.77CRSRDetails
Price/Book
9.84
High:UI
50.1UILow:MCD
-121.93MCDDetails
Price/Sales
7.18
High:HUT
22.53HUTLow:VOW3.DE
0.14VOW3.DEDetails
Price/CF
24.53
High:TSLA
107.92TSLALow:F
2.59FDetails
Price/FCF
49.91
High:PEP
5,797.72PEPLow:00285.HK
5.7900285.HKDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-28.69% | Nov 2021 | Feb 2024 | 27 |
-9.9% | Feb 2025 | Jun 2025 | 4 |
-5.79% | Apr 2024 | Jun 2024 | 2 |
-4.91% | Sep 2021 | Oct 2021 | 1 |
-4.12% | Sep 2020 | Nov 2020 | 2 |
-4.07% | Feb 2026 | - | 3 |
-2.45% | Dec 2024 | Jan 2025 | 1 |
-2.14% | Nov 2025 | Jan 2026 | 2 |
-1.05% | May 2021 | Jun 2021 | 1 |
-0.72% | Oct 2024 | Nov 2024 | 1 |