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-5.1%
This Month
+1.64%
Year To Date
+67.23%
2 Years
+198.27%
5 Years
+137.82%
10 Years
+11.31%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies45.97%
- 📊 ETFs30.78%
- 💵 Cash9.77%
- 🖥️ Technology Services4.96%
- 🛠️ Producer Manufacturing2.7%
- 💻 Electronic Technology2.25%
- 🚗 Consumer Durables1.47%
- 🧬 Health Technology1%
- 🪨 Non Energy Minerals0.99%
- 💰 Finance0.91%
- 🛍️ Retail Trade0.9%
- ⚡ Utilities0.41%
- 🏥 Health Services0.19%
- 🍞 Consumer Non Durables0.17%
- 💼 Commercial Services0.17%
- ⛏️ Energy Minerals0.16%
- 🧪 Process Industries0.12%
- 📡 Communications0.11%
- 💇♀️ Consumer Services0.03%
- 🚚 Transportation0.03%
- 🏭 Industrial Services0%
- 📦 Distribution Services0%
- ❓ Other0%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency45.97%
- 🇺🇸 NYSE19.32%
- 🇺🇸 Nasdaq10.97%
- 🇩🇪 Xetra ETFs9.47%
- 🇬🇧 LSE4.42%
- 🇺🇸 Chicago Board Options Exchange0.61%
- 🇭🇰 Hong Kong Exchanges0.6%
- 🇨🇭 SIX0.58%
- 🇮🇹 Borsa Italiana0.39%
- 🇫🇷 Euronext Paris0.3%
- 🇪🇸 Bolsa De Madrid0.27%
- 🇩🇪 FRA0.24%
- 🇩🇰 Copenhagen Stock Exchange0.17%
- 🇸🇦 Tadawul0.04%
- 🇳🇱 Euronext Amsterdam0.01%
- 🇸🇪 Stockholm Stock Exchange0%
- 🇳🇴 Oslo Stock Exchange0%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States9.8%
- 🇮🇪 Ireland0.93%
- 🇨🇭 Switzerland0.84%
- 🇨🇳 China0.63%
- 🇮🇱 Israel0.58%
- 🇱🇺 Luxembourg0.58%
- 🇮🇹 Italy0.41%
- 🇺🇾 Uruguay0.33%
- 🇫🇷 France0.3%
- 🇪🇸 Spain0.27%
- 🇬🇧 United Kingdom0.27%
- 🇩🇪 Germany0.24%
- 🇷🇺 Russia0.23%
- 🇩🇰 Denmark0.17%
- 🇨🇾 Cyprus0.11%
- 🇸🇦 Saudi Arabia0.04%
- 🇹🇼 Taiwan0.02%
- 🇨🇦 Canada0.01%
- 🇳🇱 Netherlands0.01%
- 🇭🇰 Hong Kong0.01%
- 🇸🇪 Sweden0.01%
- 🇧🇷 Brazil0.01%
- 🇸🇬 Singapore0%
- 🇨🇱 Chile0%
- 🇰🇷 South Korea0%
- 🇯🇵 Japan0%
- 🇳🇴 Norway0%
- 🇨🇴 Colombia0%
Dividends
Dividend Yield
0.32%
170 out of 425 instruments pay dividend.
24 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% | - |
 PFE | 0.06% | 6.95% | $1.66 |
 SVSTL.L | 0.02% | 2546.05% | - |
 OGZDL.L | 0.02% | 67.74% | - |
 EVR.L | 0.02% | 17.85% | - |
 ABBN.ZU | 0.01% | 1.54% | $0.87 |
 IBE.MC | 0.01% | 3.03% | $0.45 |
 ROSNL.L | 0.01% | 21.42% | - |
 MSFT | 0.01% | 0.66% | $3 |
 GAW.L | 0.01% | 3.71% | $5.5 |
 MBT | 0% | 4.44% | - |
 ETN | 0% | 1.09% | $3.6 |
 BMW.DE | 0% | 5.35% | $6 |
 ROCKB.CO | 0% | 2.73% | $43 |
 01211.HK | 0% | 1.41% | $3.41 |
 GRMN | 0% | 1.43% | $3.71 |
 TT | 0% | 0.89% | $3.27 |
 PRY.MI | 0% | 0.91% | $0.7 |
 NEE | 0% | 2.64% | $1.97 |
 MAN | 0% | 6.57% | $3.01 |
 KHC | 0% | 6.26% | $1.6 |
 NEX.PA | 0% | 2.15% | $2.3 |
 SIE.DE | 0% | 2.16% | $4.7 |
 BMY | 0% | 5.57% | $2.34 |
 UI | 0% | 0.36% | $2.4 |
 GIS | 0% | 4.98% | $2.36 |
 SW | 0% | 3.75% | $1.18 |
 ZIM | 0% | 49.71% | $0.23 |
 SU.PA | 0% | 1.56% | $3.5 |
 GOOG | 0% | 0.32% | $0.2 |
 01114.HK | 0% | 20.81% | - |
 VRSK | 0% | 0.73% | $1.46 |
 LKOD.L | 0% | 76.06% | - |
 V | 0% | 0.68% | $2.01 |
 9988.HK | 0% | 0.64% | $0.98 |
 SGGD.L | 0% | 12.46% | - |
 CARR | 0% | 1.5% | $0.76 |
 INTU | 0% | 0.64% | $3.6 |
 FG | 0% | 2.98% | $0.83 |
 CRM | 0% | 0.63% | $0.4 |
 VOW3.DE | 0% | 7.07% | $9.06 |
 F | 0% | 5.99% | $0.78 |
 WAB | 0% | 0.51% | $0.74 |
 PAH3.DE | 0% | 5.57% | $2.56 |
 CIG | 0% | 11.23% | $0.15 |
 TTE.PA | 0% | 6.31% | $3.06 |
 0968.HK | 0% | 1.23% | $0.23 |
 AGNC | 0% | 14.33% | $1.44 |
 BGS | 0% | 16.78% | $0.76 |
 MC.PA | 0% | 2.11% | $13 |
 MBG.DE | 0% | 8.07% | $5.3 |
 INDB | 0% | 3.39% | $2.22 |
 TX | 0% | 7.56% | $3.3 |
 NVDA | 0% | 0.02% | $0.02 |
 ADM | 0% | 3.29% | $1.9 |
 FRO | 0% | 4.73% | $2.17 |
 BBY | 0% | 4.59% | $3.72 |
 WU | 0% | 11.56% | $0.94 |
 HP | 0% | 4.29% | $1.68 |
 KO | 0% | 2.88% | $1.89 |
 HMC | 0% | 4% | $0.65 |
 XIFR | 0% | 17.71% | $3.49 |
 LEVI | 0% | 2.55% | $0.48 |
 TGT | 0% | 4.8% | $4.42 |
 CE | 0% | 0.29% | $2.8 |
 JD.US | 0% | 3% | $0.74 |
 WDFC | 0% | 1.89% | $3.42 |
 KER.PA | 0% | 1.89% | $14 |
 LAND.L | 0% | 6.36% | $0.4 |
 TSM | 0% | 0.84% | $1.74 |
 NKE | 0% | 2.34% | $1.45 |
 C | 0% | 2.36% | $2.12 |
 PEP | 0% | 3.65% | $5.15 |
 ALLY | 0% | 2.93% | $1.2 |
 SW.PA | 0% | 4.86% | $3.1 |
 RNO.PA | 0% | 6.33% | $1.85 |
 RACE | 0% | 0.88% | $2.64 |
 MS | 0% | 2.42% | $3.4 |
 GPRK | 0% | 9.85% | $0.55 |
 VNA.DE | 0% | 4.37% | $0.9 |
 NN.NV | 0% | 6.03% | $3.2 |
 RF.PA | 0% | 4.41% | $2.42 |
 EL | 0% | 1.42% | $2.64 |
 ADS.DE | 0% | 1.05% | $0.7 |
 FNF | 0% | 3.54% | $1.89 |
 SWK | 0% | 4.64% | $3.24 |
 CWEN | 0% | 5.72% | $1.6 |
 AAPL | 0% | 0.39% | $0.97 |
 RMS.PA | 0% | 1.2% | $25 |
 EBAY | 0% | 1.21% | $1.04 |
 HSBC | 0% | 4.97% | $3.03 |
 HIMX | 0% | 3.93% | $0.28 |
 ICL | 0% | 2.87% | $0.21 |
 VET.US | 0% | 5.17% | $0.33 |
 VALE | 0% | 6.45% | $1.33 |
 INTC | 0% | 0.33% | $0.5 |
 ALV.DE | 0% | 4.39% | $13.8 |
 GS | 0% | 1.85% | $11 |
 SSTK | 0% | 4.99% | $1.14 |
 WMT | 0% | 0.88% | $0.81 |
 DINO | 0% | 3.91% | $1.9 |
 LOW | 0% | 1.92% | $4.45 |
 GAP | 0% | 2.91% | $0.6 |
 BAC | 0% | 2.06% | $0.96 |
 BABA | 0% | 0.62% | $0.98 |
 SMSN.L | 0% | 1.24% | $23.68 |
 BTRW.L | 0% | 4.47% | $0.28 |
 UNH | 0% | 2.36% | $7.74 |
 DIS | 0% | 0.88% | $0.75 |
 06862.HK | 0% | 6.48% | $0.82 |
 NOVO-B.CO | 0% | 3.38% | $9.4 |
 JPM | 0% | 1.87% | $4.4 |
 IAG.L | 0% | 1.78% | - |
 HD | 0% | 2.34% | $8.52 |
 SAN.MC | 0% | 2.18% | $0.14 |
 LUV | 0% | 2.08% | $0.72 |
 NVO | 0% | 2.25% | $0.98 |
 ERIC | 0% | 2.04% | $0.17 |
 QCOM | 0% | 2.09% | $3.25 |
 DBK.DE | 0% | 2.38% | $0.45 |
 FDX | 0% | 2.33% | $5.16 |
 LPX | 0% | 1.19% | $1 |
 CFR.ZU | 0% | 1.89% | $2.75 |
 CNR | 0% | 0.64% | $1.1 |
 LLY | 0% | 0.73% | $4.86 |
 ALB | 0% | 1.77% | $1.6 |
 CNXC | 0% | 2.9% | $1.18 |
 MPC | 0% | 1.99% | $3.23 |
 00175.HK | 0% | 1.69% | $0.22 |
 FCX | 0% | 1.45% | $0.6 |
 ASM.NV | 0% | 0.55% | $2.75 |
 CDI.PA | 0% | 2.28% | $13 |
 LMT | 0% | 2.73% | $12.45 |
 VIRT | 0% | 2.88% | $0.96 |
 MA | 0% | 0.53% | $2.46 |
 WFC | 0% | 1.94% | $1.4 |
 AXP | 0% | 0.89% | $2.6 |
 YAR.OL | 0% | 1.35% | $5 |
 ASML | 0% | 0.61% | $5.57 |
 VWS.CO | 0% | 0.45% | - |
 LOGN.ZU | 0% | 1.44% | $1.06 |
 JD.L | 0% | 1.02% | $0.01 |
 AVGO | 0% | 0.68% | $19.7 |
 RYAAY | 0% | 1.37% | $0.93 |
 NOC | 0% | 1.46% | $7.67 |
 MRX | 0% | 1.88% | - |
 BBD | 0% | 0.83% | $0.06 |
 WWW | 0% | 1.47% | $0.4 |
 LDOS | 0% | 0.83% | $1.5 |
 NUE | 0% | 1.57% | $2.13 |
 BKNG | 0% | 0.71% | $17.5 |
 0700.HK | 0% | 0.72% | $3.4 |
 TOL | 0% | 0.71% | $0.86 |
 META | 0% | 0.35% | $1 |
 SAP | 0% | 0.68% | $1.73 |
 PFSI | 0% | 0.99% | $0.8 |
 AA | 0% | 1.07% | $0.4 |
 KLAC | 0% | 0.63% | $5.65 |
 AMAT | 0% | 0.79% | $1.44 |
 GM | 0% | 0.81% | $0.42 |
 EA | 0% | 0.38% | $0.76 |
 KGC | 0% | 0.53% | $0.12 |
 POWL | 0% | 0.31% | $1.06 |
 WST | 0% | 0.3% | $0.8 |
 EXPE | 0% | 0.53% | - |
 COST | 0% | 0.54% | $19.22 |
 PVH | 0% | 0.18% | $0.15 |
 HLT | 0% | 0.23% | $0.6 |
 MU | 0% | 0.23% | $0.46 |
 WDC | 0% | 0.16% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
TOL | Pay Day | Oct 24, 2025 | $0.25 |
CNXC | Ex-Dividend | Oct 24, 2025 | $0.36 |
BGS | Pay Day | Oct 27, 2025 | $0.19 |
CE | Ex-Dividend | Oct 28, 2025 | $0.03 |
GAP | Pay Day | Oct 29, 2025 | $0.16 |
CARR | Ex-Dividend | Oct 29, 2025 | $0.22 |
SAN.MC | Ex-Dividend | Oct 30, 2025 | $0.14 |
JPM | Pay Day | Oct 31, 2025 | $1.50 |
AGNC | Ex-Dividend | Oct 31, 2025 | $0.12 |
COST | Ex-Dividend | Oct 31, 2025 | $1.30 |
ALLY | Ex-Dividend | Oct 31, 2025 | $0.30 |
MS | Ex-Dividend | Oct 31, 2025 | $1.00 |
WDFC | Pay Day | Oct 31, 2025 | $0.94 |
C | Ex-Dividend | Nov 3, 2025 | $0.60 |
FCX | Pay Day | Nov 3, 2025 | $0.15 |
GIS | Pay Day | Nov 3, 2025 | $0.61 |
BMY | Pay Day | Nov 3, 2025 | $0.62 |
SAN.MC | Pay Day | Nov 3, 2025 | $0.14 |
WWW | Pay Day | Nov 3, 2025 | $0.10 |
LEVI | Pay Day | Nov 4, 2025 | $0.14 |
CNXC | Pay Day | Nov 4, 2025 | $0.36 |
LOW | Pay Day | Nov 5, 2025 | $1.20 |
PFE | Ex-Dividend | Nov 7, 2025 | $0.43 |
MA | Pay Day | Nov 7, 2025 | $0.76 |
AXP | Pay Day | Nov 10, 2025 | $0.82 |
NUE | Pay Day | Nov 10, 2025 | $0.55 |
AGNC | Pay Day | Nov 12, 2025 | $0.12 |
TGT | Ex-Dividend | Nov 12, 2025 | $1.14 |
CE | Pay Day | Nov 12, 2025 | $0.03 |
WST | Ex-Dividend | Nov 12, 2025 | $0.22 |
COST | Pay Day | Nov 14, 2025 | $1.30 |
ALLY | Pay Day | Nov 14, 2025 | $0.30 |
MS | Pay Day | Nov 14, 2025 | $1.00 |
BTRW.L | Pay Day | Nov 14, 2025 | $0.16 |
CARR | Pay Day | Nov 18, 2025 | $0.22 |
HP | Ex-Dividend | Nov 18, 2025 | $0.25 |
WST | Pay Day | Nov 19, 2025 | $0.22 |
MSFT | Ex-Dividend | Nov 20, 2025 | $0.91 |
AMAT | Ex-Dividend | Nov 20, 2025 | $0.46 |
C | Pay Day | Nov 26, 2025 | $0.60 |
PFE | Pay Day | Dec 1, 2025 | $0.43 |
LMT | Ex-Dividend | Dec 1, 2025 | $3.45 |
TGT | Pay Day | Dec 1, 2025 | $1.14 |
MC.PA | Ex-Dividend | Dec 2, 2025 | $6.47 |
GS | Ex-Dividend | Dec 2, 2025 | $4.00 |
CDI.PA | Ex-Dividend | Dec 2, 2025 | $7.07 |
HP | Pay Day | Dec 2, 2025 | $0.25 |
MC.PA | Pay Day | Dec 4, 2025 | $6.47 |
CDI.PA | Pay Day | Dec 4, 2025 | $7.07 |
TT | Ex-Dividend | Dec 5, 2025 | $0.94 |
MSFT | Pay Day | Dec 11, 2025 | $0.91 |
AMAT | Pay Day | Dec 11, 2025 | $0.46 |
TSM | Ex-Dividend | Dec 11, 2025 | $0.84 |
WMT | Ex-Dividend | Dec 12, 2025 | $0.24 |
GRMN | Ex-Dividend | Dec 12, 2025 | $0.90 |
 KWEB | Pay Day | Dec 18, 2025 | $0.00 |
 INDA | Pay Day | Dec 20, 2025 | $0.00 |
 GDX | Pay Day | Dec 24, 2025 | $0.00 |
 GDXJ | Pay Day | Dec 24, 2025 | $0.00 |
 SMH | Pay Day | Dec 24, 2025 | $0.00 |
GRMN | Pay Day | Dec 26, 2025 | $0.90 |
 CQQQ | Pay Day | Dec 27, 2025 | $0.00 |
 TAN | Pay Day | Dec 27, 2025 | $0.00 |
LMT | Pay Day | Dec 30, 2025 | $3.45 |
GS | Pay Day | Dec 30, 2025 | $4.00 |
TTE.PA | Ex-Dividend | Dec 31, 2025 | $1.00 |
TT | Pay Day | Dec 31, 2025 | $0.94 |
WMT | Pay Day | Jan 5, 2026 | $0.24 |
TTE.PA | Pay Day | Jan 5, 2026 | $1.00 |
TSM | Pay Day | Jan 8, 2026 | $0.84 |
Performance Metrics
Score 5.3/10
Beta
1.13
1.13
0
0.8
1.2
0
2
Sharpe Ratio
0.42
0.42
0
0.5
1
1.5
1.5
Sortino Ratio
0.67
0.67
0
1
2
3
3
Jensen's Alpha
2.11
2.11
-2
0
2
4.5
4.5
Omega Ratio
1.1
1.1
0
1
1.5
2.5
2.5
Treynor Ratio
1.1
1.1
0
0.75
1.25
2
2
Information Ratio
0.12
0.12
0
0.3
0.6
1
1
Calmar Ratio
0.2
0.2
0
0.3
0.6
1
1
Beta
1.13
1.13
0
0.8
1.2
0
2
Sharpe Ratio
0.42
0.42
0
0.5
1
1.5
1.5
Sortino Ratio
0.67
0.67
0
1
2
3
3
Jensen's Alpha
2.11
2.11
-2
0
2
4.5
4.5
Omega Ratio
1.1
1.1
0
1
1.5
2.5
2.5
Treynor Ratio
1.1
1.1
0
0.75
1.25
2
2
Information Ratio
0.12
0.12
0
0.3
0.6
1
1
Calmar Ratio
0.2
0.2
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
41.78
High:
TWLO
912.23TWLOLow:
ZS
-1,157.23ZSDetails
PEG Ratio
198.64
High:
AAPL
27,158.4AAPLLow:ZS
-3,728.63ZSDetails
Price/Book
11.41
High:
VRSK
106.23VRSKLow:
MAX
-165.65MAXDetails
Price/Sales
10.08
High:
MSTR
200.33MSTRLow:
SPWRQ
-SPWRQDetails
Price/CF
28.37
High:MSTR
7,511.07MSTRLow:
ATADL.L
0.14ATADL.LDetails
Price/FCF
65.85
High:
DOMO
26,722.2DOMOLow:ATADL.L
0.53ATADL.LDetails
P/E Ratio
41.78
High:TWLO
912.23TWLOLow:ZS
-1,157.23ZSDetails
PEG Ratio
198.64
High:AAPL
27,158.4AAPLLow:ZS
-3,728.63ZSDetails
Price/Book
11.41
High:VRSK
106.23VRSKLow:MAX
-165.65MAXDetails
Price/Sales
10.08
High:MSTR
200.33MSTRLow:SPWRQ
-SPWRQDetails
Price/CF
28.37
High:MSTR
7,511.07MSTRLow:ATADL.L
0.14ATADL.LDetails
Price/FCF
65.85
High:DOMO
26,722.2DOMOLow: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 | - | 11 |
-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 |