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+1.68%
Today
+22.14%
This Month
+8.65%
Year To Date
+78.95%
2 Years
+212.98%
5 Years
+19.85%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- šŖ Cryptocurrencies63.98%
- š„ļø Technology Services18.82%
- š° Finance5.07%
- šļø Retail Trade2.46%
- šµ Cash2.4%
- š» Electronic Technology1.67%
- š§¬ Health Technology1.18%
- š¼ Commercial Services1.05%
- š Consumer Durables0.98%
- šāāļø Consumer Services0.82%
- āļø Energy Minerals0.62%
- š Consumer Non Durables0.32%
- š ETFs0.18%
- š„ Health Services0.14%
- š Transportation0.1%
- š ļø Producer Manufacturing0.02%
Exchanges Breakdown
- Exchange
- Total
- š Digital Currency63.98%
- šŗšø Nasdaq27.7%
- šŗšø NYSE4.83%
- š¬š§ LSE0.84%
- š©šŖ FRA0.06%
Countries Breakdown
- Country
- Total
- šŗšø United States30%
- šØš³ China1.01%
- šØš¦ Canada1%
- š¬š§ United Kingdom0.75%
- šØš Switzerland0.14%
- šøš¬ Singapore0.14%
- š°š· South Korea0.09%
- š®š± Israel0.06%
- š©šŖ Germany0.06%
Dividends
Dividend Yield
0.12%
17 out of 117 instruments pay dividend.
2 dividend payments in the next 30 days.
Highest Dividend: $BP.L (6.11%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 BP.L | 0.02% | 6.11% | $0.23 |
 JNJ | 0.02% | 3.1% | $4.81 |
 O | 0.01% | 5.64% | $3.09 |
 QCOM | 0.01% | 2.22% | $3.25 |
 ULVR.L | 0.01% | 3.39% | $1.47 |
 XOM | 0.01% | 3.64% | $3.76 |
 MSFT | 0.01% | 0.65% | $3 |
 SBUX | 0.01% | 2.6% | $2.24 |
 BABA | 0% | 0.86% | $0.98 |
 GOOG | 0% | 0.44% | $0.2 |
 DIS | 0% | 0.82% | $0.75 |
 META | 0% | 0.29% | $1 |
 PAH3.DE | 0% | 5.6% | $2.56 |
 GM | 0% | 0.96% | $0.42 |
 PARA | 0% | 1.54% | $0.2 |
 SMSN.L | 0% | 1.95% | $23.68 |
 NVDA | 0% | 0.02% | $0.02 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
DIS | Pay Day | Jul 23, 2025 | $0.50 |
O | Ex-Dividend | Aug 1, 2025 | $0.27 |
SBUX | Ex-Dividend | Aug 15, 2025 | $0.61 |
O | Pay Day | Aug 15, 2025 | $0.27 |
MSFT | Ex-Dividend | Aug 21, 2025 | $0.83 |
JNJ | Ex-Dividend | Aug 26, 2025 | $1.30 |
SBUX | Pay Day | Aug 29, 2025 | $0.61 |
QCOM | Ex-Dividend | Sep 4, 2025 | $0.89 |
JNJ | Pay Day | Sep 9, 2025 | $1.30 |
MSFT | Pay Day | Sep 11, 2025 | $0.83 |
QCOM | Pay Day | Sep 25, 2025 | $0.89 |
Performance Metrics
Score 4.4/10
Beta
1.94
1.94
0
0.8
1.2
0
2
Sharpe Ratio
0.43
0.43
0
0.5
1
1.5
1.5
Sortino Ratio
0.76
0.76
0
1
2
3
3
Jensen's Alpha
-0.37
-0.37
-2
0
2
4.5
4.5
Omega Ratio
1.25
1.25
0
1
1.5
2.5
2.5
Treynor Ratio
0.91
0.91
0
0.75
1.25
2
2
Information Ratio
0.26
0.26
0
0.3
0.6
1
1
Calmar Ratio
0.24
0.24
0
0.3
0.6
1
1
Beta
1.94
1.94
0
0.8
1.2
0
2
Sharpe Ratio
0.43
0.43
0
0.5
1
1.5
1.5
Sortino Ratio
0.76
0.76
0
1
2
3
3
Jensen's Alpha
-0.37
-0.37
-2
0
2
4.5
4.5
Omega Ratio
1.25
1.25
0
1
1.5
2.5
2.5
Treynor Ratio
0.91
0.91
0
0.75
1.25
2
2
Information Ratio
0.26
0.26
0
0.3
0.6
1
1
Calmar Ratio
0.24
0.24
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
39.73
High:
TSLA
181.29TSLALow:
TWLO
-636.54TWLODetails
PEG Ratio
321.17
High:
O
1,975.94OLow:TWLO
-669.86TWLODetails
Price/Book
9.12
High:
RBLX
271.59RBLXLow:
NIO
-168.98NIODetails
Price/Sales
7.63
High:
MSTR
236.34MSTRLow:
WIZZ.L
0.24WIZZ.LDetails
Price/CF
21.18
High:MSTR
7,511.07MSTRLow:WIZZ.L
1.71WIZZ.LDetails
Price/FCF
46.33
High:
SBUX
1,256.06SBUXLow:WIZZ.L
4.28WIZZ.LDetails
P/E Ratio
39.73
High:TSLA
181.29TSLALow:TWLO
-636.54TWLODetails
PEG Ratio
321.17
High:O
1,975.94OLow:TWLO
-669.86TWLODetails
Price/Book
9.12
High:RBLX
271.59RBLXLow:NIO
-168.98NIODetails
Price/Sales
7.63
High:MSTR
236.34MSTRLow:WIZZ.L
0.24WIZZ.LDetails
Price/CF
21.18
High:MSTR
7,511.07MSTRLow:WIZZ.L
1.71WIZZ.LDetails
Price/FCF
46.33
High:SBUX
1,256.06SBUXLow:WIZZ.L
4.28WIZZ.LDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-54.55% | Nov 2021 | Nov 2024 | 36 |
-31.86% | Dec 2024 | - | 8 |
-29.64% | Mar 2020 | Jul 2020 | 4 |
-8.73% | Sep 2021 | Oct 2021 | 1 |
-8.18% | Sep 2020 | Nov 2020 | 2 |
-5.1% | May 2021 | Aug 2021 | 3 |
-1.6% | Dec 2020 | Jan 2021 | 1 |