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+0.76%
This Month
+7.79%
Year To Date
+17.23%
2 Years
+33.53%
5 Years
+130.23%
10 Years
+9.71%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs49.63%
- 🧩 Miscellaneous14.71%
- 🪙 Cryptocurrencies13.27%
- 👥 Copy Trading8.84%
- ❓ Other6%
- 💻 Electronic Technology2.09%
- 🛠️ Producer Manufacturing1.68%
- 💵 Cash1.62%
- 🚗 Consumer Durables0.99%
- 🧬 Health Technology0.63%
- 💰 Finance0.59%
- 🪨 Non Energy Minerals0.11%
- 💼 Commercial Services0.1%
- ⛏️ Energy Minerals0.1%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE30.31%
- 🇩🇪 Xetra ETFs16.75%
- 🌍 Digital Currency13.32%
- 🇬🇧 LSE11.88%
- 🇺🇸 Nasdaq10.79%
- 🇺🇸 Chicago Board Options Exchange2.79%
- Tokyo Stock Exchange2.65%
- 🇫🇷 Euronext Paris1.69%
- 🇩🇪 FRA1.05%
- 🇳🇱 Euronext Amsterdam0.95%
- LSE_AIM0.81%
- 🇸🇪 Stockholm Stock Exchange0.81%
- 🇮🇹 Borsa Italiana0.42%
- 🇨🇭 SIX0.37%
- 🇩🇰 Copenhagen Stock Exchange0.2%
- 🌍 Commodity0.19%
- 🇪🇸 Bolsa De Madrid0.15%
- 🇭🇰 Hong Kong Exchanges0.03%
- Abu Dhabi0%
- 🇺🇸 OTC Markets Stock Exchange0%
- 🇳🇴 Oslo Stock Exchange0%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States6.31%
- 🇬🇧 United Kingdom1.33%
- 🇩🇪 Germany1.07%
- 🇫🇷 France1.03%
- 🇰🇷 South Korea0.83%
- 🇧🇪 Belgium0.65%
- 🇮🇹 Italy0.43%
- 🇨🇭 Switzerland0.38%
- 🇨🇦 Canada0.28%
- 🇮🇪 Ireland0.27%
- 🇩🇰 Denmark0.21%
- 🇸🇪 Sweden0.17%
- 🇪🇸 Spain0.15%
- 🇳🇱 Netherlands0.15%
- 🇷🇺 Russia0.12%
- 🇮🇱 Israel0.11%
- 🇨🇾 Cyprus0.1%
- 🇹🇼 Taiwan0.1%
- 🇨🇳 China0.09%
- 🇧🇷 Brazil0.01%
- 🇯🇵 Japan0.01%
- 🇸🇬 Singapore0.01%
- 🇭🇰 Hong Kong0.01%
- 🇺🇾 Uruguay0.01%
- 🇱🇺 Luxembourg0.01%
- 🇨🇱 Chile0%
- 🇨🇴 Colombia0%
- 🇳🇴 Norway0%
Dividends
Dividend Yield
0.31%
24 out of 131 instruments pay dividend.
2 dividend payments in the next 30 days.
Highest Dividend: $SVSTL.L (2546.05%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 MNODL.L | 0.07% | 473.72% | - |
 jaynemesis | 0.05% | 0.78% | - |
 PFE | 0.04% | 6.05% | $1.66 |
 SVSTL.L | 0.02% | 2546.05% | - |
 OGZDL.L | 0.02% | 67.74% | - |
 EVR.L | 0.02% | 17.85% | - |
 airscape99 | 0.02% | 0.85% | - |
 SHA0.DE | 0.01% | 3.99% | $0.45 |
 SPY | 0.01% | 0.96% | - |
 ROSNL.L | 0.01% | 21.42% | - |
 ALRIB.PA | 0.01% | 1.17% | - |
 IEML.L | 0.01% | 4.06% | - |
 Roxenis | 0.01% | 1.2% | - |
 DBA | 0.01% | 3.16% | - |
 QQQ | 0.01% | 0.39% | - |
 BMW.DE | 0% | 6.99% | $6 |
 VOW3.DE | 0% | 6.43% | $9.06 |
 Adi-TD | 0% | 0.74% | - |
 SMSN.L | 0% | 0.31% | $23.68 |
 LKOD.L | 0% | 76.06% | - |
 FG | 0% | 3.87% | $0.83 |
 SGGD.L | 0% | 12.46% | - |
 IBZL.L | 0% | 0.04% | - |
 ITWN.L | 0% | 0.01% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 WMT (airscape99) | Pay Day | Sep 8, 2026 | $0.25 |
WMT (Roxenis) | Pay Day | Sep 8, 2026 | $0.25 |
 NLR | Pay Day | Dec 26, 2026 | $0.00 |
Performance Metrics
Score 4.1/10
Beta
1.14
1.14
0
0.8
1.2
0
2
Sharpe Ratio
0.36
0.36
0
0.5
1
1.5
1.5
Sortino Ratio
0.57
0.57
0
1
2
3
3
Jensen's Alpha
-0.65
-0.65
-2
0
2
4.5
4.5
Omega Ratio
1.03
1.03
0
1
1.5
2.5
2.5
Treynor Ratio
0.9
0.9
0
0.75
1.25
2
2
Information Ratio
0.03
0.03
0
0.3
0.6
1
1
Calmar Ratio
0.16
0.16
0
0.3
0.6
1
1
Beta
1.14
1.14
0
0.8
1.2
0
2
Sharpe Ratio
0.36
0.36
0
0.5
1
1.5
1.5
Sortino Ratio
0.57
0.57
0
1
2
3
3
Jensen's Alpha
-0.65
-0.65
-2
0
2
4.5
4.5
Omega Ratio
1.03
1.03
0
1
1.5
2.5
2.5
Treynor Ratio
0.9
0.9
0
0.75
1.25
2
2
Information Ratio
0.03
0.03
0
0.3
0.6
1
1
Calmar Ratio
0.16
0.16
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
49.01
High:
TSLA
372.52TSLALow:
LPK.DE
-24.43LPK.DEDetails
PEG Ratio
47.94
High:
VPG
271.39VPGLow:SHA0.DE
-30.63SHA0.DEDetails
Price/Book
5.9
High:TSLA
18.2TSLALow:LKOD.L
0.01LKOD.LDetails
Price/Sales
6.62
High:TSLA
14.74TSLALow:VOW3.DE
0.11VOW3.DEDetails
Price/CF
21.48
High:
IQE.L
289.62IQE.LLow:
ATADL.L
0.14ATADL.LDetails
Price/FCF
54.39
High:PFE
202.63PFELow:ATADL.L
0.53ATADL.LDetails
P/E Ratio
49.01
High:TSLA
372.52TSLALow:LPK.DE
-24.43LPK.DEDetails
PEG Ratio
47.94
High:VPG
271.39VPGLow:SHA0.DE
-30.63SHA0.DEDetails
Price/Book
5.9
High:TSLA
18.2TSLALow:LKOD.L
0.01LKOD.LDetails
Price/Sales
6.62
High:TSLA
14.74TSLALow:VOW3.DE
0.11VOW3.DEDetails
Price/CF
21.48
High:IQE.L
289.62IQE.LLow:ATADL.L
0.14ATADL.LDetails
Price/FCF
54.39
High:PFE
202.63PFELow:ATADL.L
0.53ATADL.LDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-56.43% | Jan 2018 | Dec 2020 | 35 |
-38.21% | Nov 2021 | Feb 2024 | 27 |
-28.63% | Dec 2024 | - | 22 |
-24.24% | Jul 2017 | Dec 2017 | 5 |
-13.98% | Apr 2024 | Nov 2024 | 7 |
-6.43% | Sep 2021 | Oct 2021 | 1 |
-6.08% | May 2021 | Aug 2021 | 3 |