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-3.82%
This Month
-8.41%
Year To Date
-9.28%
2 Years
+24.2%
5 Years
+95.63%
10 Years
+8.21%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs52.29%
- 🪙 Cryptocurrencies18.4%
- ❓ Other5.82%
- 🛠️ Producer Manufacturing4.42%
- 🖥️ Technology Services3.4%
- 💻 Electronic Technology3.02%
- 🪨 Non Energy Minerals2.28%
- 🧩 Miscellaneous1.96%
- 🚗 Consumer Durables1.55%
- 💵 Cash1.41%
- ⚡ Utilities1.41%
- 🧬 Health Technology1.13%
- 💰 Finance0.91%
- 🛍️ Retail Trade0.89%
- 💼 Commercial Services0.15%
- ⛏️ Energy Minerals0.14%
- 📡 Communications0.13%
- 🍞 Consumer Non Durables0.12%
- 🚚 Transportation0.06%
- 💇♀️ Consumer Services0.06%
- 🧪 Process Industries0.03%
- 🏥 Health Services0.01%
- 🏭 Industrial Services0.01%
- 📦 Distribution Services0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE28.77%
- 🌍 Digital Currency18.4%
- 🇩🇪 Xetra ETFs15.8%
- 🇺🇸 Nasdaq11.71%
- 🇬🇧 LSE11.33%
- 🇺🇸 Chicago Board Options Exchange1.56%
- 🇫🇷 Euronext Paris0.9%
- 🇨🇭 SIX0.84%
- LSE_AIM0.81%
- 🇮🇹 Borsa Italiana0.69%
- 🇩🇪 FRA0.53%
- 🇪🇸 Bolsa De Madrid0.39%
- 🇭🇰 Hong Kong Exchanges0.27%
- 🇳🇱 Euronext Amsterdam0.19%
- 🇸🇪 Stockholm Stock Exchange0.08%
- 🇩🇰 Copenhagen Stock Exchange0.06%
- 🇳🇴 Oslo Stock Exchange0%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States10.89%
- 🇬🇧 United Kingdom1.16%
- 🇮🇪 Ireland0.98%
- 🇨🇭 Switzerland0.96%
- 🇫🇷 France0.9%
- 🇮🇹 Italy0.7%
- 🇩🇪 Germany0.54%
- 🇪🇸 Spain0.39%
- 🇱🇺 Luxembourg0.35%
- 🇨🇳 China0.31%
- 🇷🇺 Russia0.26%
- 🇺🇾 Uruguay0.26%
- 🇮🇱 Israel0.21%
- 🇳🇱 Netherlands0.2%
- 🇰🇷 South Korea0.15%
- 🇨🇾 Cyprus0.13%
- 🇸🇪 Sweden0.08%
- 🇩🇰 Denmark0.07%
- 🇹🇼 Taiwan0.03%
- 🇨🇦 Canada0.02%
- 🇧🇷 Brazil0.01%
- 🇭🇰 Hong Kong0.01%
- 🇸🇬 Singapore0.01%
- 🇯🇵 Japan0.01%
- 🇨🇱 Chile0.01%
- 🇰🇾 Cayman Islands0%
- 🇳🇴 Norway0%
- 🇨🇴 Colombia0%
Dividends
Dividend Yield
0.37%
193 out of 468 instruments pay dividend.
0 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 | 0.08% | 473.72% | - |
 PFE | 0.07% | 6.48% | $1.66 |
 SVSTL.L | 0.03% | 2546.05% | - |
 OGZDL.L | 0.02% | 67.74% | - |
 EVR.L | 0.02% | 17.85% | - |
 ABBN.ZU | 0.01% | 1.38% | $0.87 |
 IBE.MC | 0.01% | 2.75% | $0.45 |
 ROSNL.L | 0.01% | 21.42% | - |
 SCCO | 0.01% | 1.61% | $3.76 |
 PRY.MI | 0.01% | 0.87% | $0.7 |
 MSFT | 0.01% | 0.86% | $3 |
 ETN | 0.01% | 1.19% | $3.6 |
 MBT | 0.01% | 4.44% | - |
 VIE.PA | 0.01% | 4.44% | $1.25 |
 GAW.L | 0.01% | 2.8% | $5.5 |
 BMW.DE | 0% | 5.16% | $6 |
 NEX.PA | 0% | 2.07% | $2.3 |
 NEE | 0% | 2.52% | $1.97 |
 TT | 0% | 0.88% | $3.27 |
 SU.PA | 0% | 1.51% | $3.5 |
 UI | 0% | 0.38% | $2.4 |
 BEPC | 0% | 3.7% | - |
 SIE.DE | 0% | 2.32% | $4.7 |
 GOOG | 0% | 0.28% | $0.2 |
 01114.HK | 0% | 20.3% | - |
 01211.HK | 0% | 1.56% | $3.41 |
 ROCKB.CO | 0% | 3.25% | $43 |
 CARR | 0% | 1.5% | $0.76 |
 LKOD.L | 0% | 76.06% | - |
 FCX | 0% | 0.92% | $0.6 |
 AIXA.DE | 0% | 0.48% | $0.4 |
 BOL.ST | 0% | 1.64% | $7.5 |
 ZIM | 0% | 14.84% | $0.23 |
 ASML.NV | 0% | 0.62% | $6.1 |
 9988.HK | 0% | 0.81% | $0.98 |
 SGGD.L | 0% | 12.46% | - |
 VRSK | 0% | 0.87% | $1.46 |
 FG | 0% | 4.05% | $0.83 |
 SMSN.L | 0% | 0.66% | $23.68 |
 VOW3.DE | 0% | 6.71% | $9.06 |
 PAH3.DE | 0% | 5.54% | $2.56 |
 AGNC | 0% | 13.13% | $1.44 |
 V | 0% | 0.78% | $2.01 |
 F | 0% | 4.71% | $0.78 |
 MBG.DE | 0% | 12.36% | $5.3 |
 TTE.PA | 0% | 5.08% | $3.06 |
 MC.PA | 0% | 2.56% | $13 |
 GRMN | 0% | 0.36% | $3.71 |
 TX | 0% | 6.47% | $3.3 |
 CIG | 0% | 7.02% | $0.15 |
 VALE | 0% | 7.89% | $1.33 |
 JD.US | 0% | 3.93% | $0.74 |
 WAB | 0% | 0.41% | $0.74 |
 WU | 0% | 9.81% | $0.94 |
 BGS | 0% | 12.95% | $0.76 |
 WHR | 0% | 7.42% | $7 |
 STLA.US | 0% | 10.69% | $1.71 |
 BBY | 0% | 5.67% | $3.72 |
 INDB | 0% | 2.98% | $2.22 |
 TGT | 0% | 3.81% | $4.42 |
 HMC | 0% | 3.94% | $0.65 |
 QFIN | 0% | 9.56% | $1.06 |
 NVO | 0% | 3.45% | $0.98 |
 HSBC | 0% | 4.28% | $3.03 |
 TSM | 0% | 0.78% | $1.74 |
 WDC | 0% | 0.17% | - |
 EL | 0% | 1.41% | $2.64 |
 SW.PA | 0% | 6.01% | $3.1 |
 LEVI | 0% | 2.64% | $0.48 |
 NKE | 0% | 2.75% | $1.45 |
 C | 0% | 2.14% | $2.12 |
 RNO.PA | 0% | 7.56% | $1.85 |
 HP | 0% | 2.91% | $1.68 |
 DBK.DE | 0% | 3.48% | $0.45 |
 EBAY | 0% | 1.32% | $1.04 |
 DIS | 0% | 1.46% | $0.75 |
 KO | 0% | 2.64% | $1.89 |
 FRO | 0% | 2.56% | $2.17 |
 ADM | 0% | 3.06% | $1.9 |
 SSTK | 0% | 7.72% | $1.14 |
 CNXC | 0% | 4.2% | $1.18 |
 ALLY | 0% | 2.97% | $1.2 |
 NVDA | 0% | 0.02% | $0.02 |
 FNF | 0% | 4.02% | $1.89 |
 MS | 0% | 2.37% | $3.4 |
 SWK | 0% | 4.17% | $3.24 |
 RF.PA | 0% | 5.6% | $2.42 |
 CRM | 0% | 0.87% | $0.4 |
 LAND.L | 0% | 6.5% | $0.4 |
 NOVO-B.CO | 0% | 4.69% | $9.4 |
 RACE | 0% | 1.16% | $2.64 |
 JPM | 0% | 1.95% | $4.4 |
 PEP | 0% | 3.49% | $5.15 |
 UNH | 0% | 3.04% | $7.74 |
 AAPL | 0% | 0.4% | $0.97 |
 GS | 0% | 1.8% | $11 |
 ADS.DE | 0% | 1.36% | $0.7 |
 RI.PA | 0% | 6.38% | $4.7 |
 BABA | 0% | 0.79% | $0.98 |
 VNA.DE | 0% | 4.62% | $0.9 |
 IAG.L | 0% | 1.82% | - |
 NN.NV | 0% | 5.25% | $3.2 |
 SWKS | 0% | 5.04% | $2.72 |
 IBM | 0% | 2.7% | $6.65 |
 YAR.OL | 0% | 4.52% | $5 |
 CWEN | 0% | 4.76% | $1.6 |
 BAC | 0% | 2.2% | $0.96 |
 PYPL | 0% | 0.6% | - |
 BTRW.L | 0% | 5.24% | $0.28 |
 ALV.DE | 0% | 4.77% | $13.8 |
 HD | 0% | 2.55% | $8.52 |
 06862.HK | 0% | 5% | $0.82 |
 DGE.L | 0% | 4.09% | $0.81 |
 KER.PA | 0% | 1.14% | $14 |
 ICL | 0% | 3.69% | $0.21 |
 WDFC | 0% | 1.57% | $3.42 |
 ACN | 0% | 2.98% | $4.99 |
 VET.US | 0% | 3.24% | $0.33 |
 AU | 0% | 3.15% | $0.22 |
 ORCL | 0% | 1.31% | $1.6 |
 LOW | 0% | 1.85% | $4.45 |
 SW | 0% | 3.84% | $1.18 |
 SAN.MC | 0% | 1.94% | $0.14 |
 GPRK | 0% | 4.2% | $0.55 |
 JKS | 0% | 5.31% | $1.48 |
 WMT | 0% | 0.78% | $0.81 |
 QCOM | 0% | 2.58% | $3.25 |
 HIMX | 0% | 4.71% | $0.28 |
 RMS.PA | 0% | 0.93% | $25 |
 DINO | 0% | 3.53% | $1.9 |
 GAP | 0% | 2.42% | $0.6 |
 XOM | 0% | 2.69% | $3.76 |
 ARIS.MI | 0% | 1.89% | $0.17 |
 LLY | 0% | 0.62% | $4.86 |
 BKNG | 0% | 0.93% | $17.5 |
 00175.HK | 0% | 2.17% | $0.22 |
 WWW | 0% | 2.25% | $0.4 |
 ERIC | 0% | 1.71% | $0.17 |
 HO.PA | 0% | 1.54% | $3.4 |
 LMT | 0% | 2.03% | $12.45 |
 MA | 0% | 0.62% | $2.46 |
 FDX | 0% | 1.52% | $5.16 |
 NUS | 0% | 3.15% | $0.9 |
 CFR.ZU | 0% | 2.06% | $2.75 |
 VIRT | 0% | 2.34% | $0.96 |
 WFC | 0% | 2.1% | $1.4 |
 AXP | 0% | 1.1% | $2.6 |
 LOGN.ZU | 0% | 1.76% | $1.06 |
 BA.L | 0% | 1.62% | $0.3 |
 MPC | 0% | 1.72% | $3.23 |
 EQT | 0% | 1.05% | $0.62 |
 PFSI | 0% | 1.32% | $0.8 |
 BTG.US | 0% | 1.47% | $0.16 |
 AIR.PA | 0% | 1.11% | $1.8 |
 RCL | 0% | 1.48% | - |
 LUV | 0% | 1.54% | $0.72 |
 SAP | 0% | 0.97% | $1.73 |
 NOC | 0% | 1.23% | $7.67 |
 CDI.PA | 0% | 2.79% | $13 |
 MRX | 0% | 1.48% | - |
 AVGO | 0% | 0.71% | $19.7 |
 META | 0% | 0.32% | $1 |
 LDOS | 0% | 0.94% | $1.5 |
 ASM.NV | 0% | 0.41% | $2.75 |
 DAL | 0% | 1.13% | $0.3 |
 RYAAY | 0% | 1.08% | $0.93 |
 0700.HK | 0% | 0.9% | $3.4 |
 VWS.CO | 0% | 0.34% | - |
 ALB | 0% | 0.98% | $1.6 |
 RR.L | 0% | 0.7% | - |
 JD.L | 0% | 1.29% | $0.01 |
 NEM | 0% | 0.85% | $1.3 |
 BBD | 0% | 0.69% | $0.06 |
 INTU | 0% | 1.06% | $3.6 |
 ASML | 0% | 0.54% | $5.57 |
 AMAT | 0% | 0.51% | $1.44 |
 CNR | 0% | 0.43% | $1.1 |
 MPWR | 0% | 0.61% | $4.5 |
 TOL | 0% | 0.65% | $0.86 |
 NTDOY | 0% | 0.99% | $0.24 |
 EA | 0% | 0.38% | $0.76 |
 VST | 0% | 0.56% | $0.85 |
 CCL | 0% | 0.54% | - |
 RHM.DE | 0% | 0.5% | $5.7 |
 SONY | 0% | 0.48% | $0.49 |
 CEG | 0% | 0.49% | - |
 COST | 0% | 0.52% | $19.22 |
 KGC | 0% | 0.4% | $0.12 |
 WST | 0% | 0.35% | $0.8 |
 KLAC | 0% | 0.52% | $5.65 |
 MRVL | 0% | 0.3% | $0.24 |
 MU | 0% | 0.11% | $0.46 |
 PVH | 0% | 0.23% | $0.15 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 4/10
Beta
1.13
1.13
0
0.8
1.2
0
2
Sharpe Ratio
0.33
0.33
0
0.5
1
1.5
1.5
Sortino Ratio
0.53
0.53
0
1
2
3
3
Jensen's Alpha
-0.81
-0.81
-2
0
2
4.5
4.5
Omega Ratio
1.02
1.02
0
1
1.5
2.5
2.5
Treynor Ratio
0.86
0.86
0
0.75
1.25
2
2
Information Ratio
0.02
0.02
0
0.3
0.6
1
1
Calmar Ratio
0.15
0.15
0
0.3
0.6
1
1
Beta
1.13
1.13
0
0.8
1.2
0
2
Sharpe Ratio
0.33
0.33
0
0.5
1
1.5
1.5
Sortino Ratio
0.53
0.53
0
1
2
3
3
Jensen's Alpha
-0.81
-0.81
-2
0
2
4.5
4.5
Omega Ratio
1.02
1.02
0
1
1.5
2.5
2.5
Treynor Ratio
0.86
0.86
0
0.75
1.25
2
2
Information Ratio
0.02
0.02
0
0.3
0.6
1
1
Calmar Ratio
0.15
0.15
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
34.9
High:
TWLO
624TWLOLow:
NET
-631.21NETDetails
PEG Ratio
128.68
High:WST
3,118.51WSTLow:
INTC
-566.72INTCDetails
Price/Book
9.31
High:
MAX
138.49MAXLow:BKNG
-24.32BKNGDetails
Price/Sales
8.4
High:
ONDS
110.37ONDSLow:
OKLO
-OKLODetails
Price/CF
27.89
High:
MSTR
7,511.07MSTRLow:
ATADL.L
0.14ATADL.LDetails
Price/FCF
69.74
High:PEP
5,797.72PEPLow:ATADL.L
0.53ATADL.LDetails
P/E Ratio
34.9
High:TWLO
624TWLOLow:NET
-631.21NETDetails
PEG Ratio
128.68
High:WST
3,118.51WSTLow:INTC
-566.72INTCDetails
Price/Book
9.31
High:MAX
138.49MAXLow:BKNG
-24.32BKNGDetails
Price/Sales
8.4
High:ONDS
110.37ONDSLow:OKLO
-OKLODetails
Price/CF
27.89
High:MSTR
7,511.07MSTRLow:ATADL.L
0.14ATADL.LDetails
Price/FCF
69.74
High:PEP
5,797.72PEPLow: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 | - | 16 |
-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 |