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+0.06%
Today
+6.11%
This Month
+3.01%
Year To Date
+46.52%
2 Years
+152.48%
5 Years
+27.89%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash44.24%
- 🚗 Consumer Durables17.74%
- 💰 Finance13.55%
- 🪙 Cryptocurrencies13.05%
- 💻 Electronic Technology7.72%
- 💇♀️ Consumer Services3.78%
- 🖥️ Technology Services3.48%
- 🛍️ Retail Trade1.98%
- ⛏️ Energy Minerals1.31%
- 🍞 Consumer Non Durables0.85%
- 🚚 Transportation0.31%
- 🧬 Health Technology0.05%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE25.57%
- 🇺🇸 Nasdaq21.84%
- 🌍 Digital Currency13.05%
- 🇨🇭 SIX1.86%
- 🇬🇧 LSE1.49%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States45.22%
- 🇯🇵 Japan1.88%
- 🇨🇭 Switzerland1.86%
- 🇬🇧 United Kingdom1.49%
- 🇨🇦 Canada0.31%
Dividends
Dividend Yield
0.73%
27 out of 43 instruments pay dividend.
4 dividend payments in the next 30 days.
Highest Dividend: $XRX (12.5%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 LLOY.L | 0.06% | 4.07% | $0.03 |
 PFG | 0.05% | 3.76% | $2.72 |
 XOM | 0.05% | 3.63% | $3.76 |
 UBSG.ZU | 0.05% | 2.51% | $0.64 |
 WHR | 0.04% | 7.59% | $7 |
 MCD | 0.04% | 2.36% | $6.53 |
 IBM | 0.04% | 2.35% | $6.65 |
 PAG | 0.04% | 2.85% | $3.34 |
 HPQ | 0.04% | 4.66% | $1.1 |
 TM | 0.03% | 3.4% | $4.64 |
 HMC | 0.03% | 3.99% | $0.65 |
 PII | 0.03% | 5.65% | $2.62 |
 WFC | 0.03% | 1.99% | $1.4 |
 AAPL | 0.02% | 0.48% | $0.97 |
 KO | 0.02% | 2.88% | $1.89 |
 DELL | 0.02% | 1.5% | $1.63 |
 GS | 0.02% | 1.84% | $11 |
 C | 0.02% | 2.46% | $2.12 |
 GM | 0.02% | 0.96% | $0.42 |
 XRX | 0.02% | 12.5% | $1 |
 V | 0.01% | 0.65% | $2.01 |
 FL | 0.01% | 1.89% | $1.6 |
 CINF | 0.01% | 2.26% | $3.12 |
 DIS | 0.01% | 0.83% | $0.75 |
 META | 0% | 0.29% | $1 |
 CP | 0% | 0.72% | $0.56 |
 NVDA | 0% | 0.02% | $0.02 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
DIS | Pay Day | Jul 23, 2025 | $0.50 |
CP | Pay Day | Jul 28, 2025 | $0.16 |
XRX | Pay Day | Jul 31, 2025 | $0.02 |
DELL | Pay Day | Aug 1, 2025 | $0.52 |
C | Ex-Dividend | Aug 4, 2025 | $0.60 |
C | Pay Day | Aug 22, 2025 | $0.60 |
GS | Ex-Dividend | Aug 29, 2025 | $4.00 |
HPQ | Ex-Dividend | Sep 10, 2025 | $0.29 |
KO | Ex-Dividend | Sep 15, 2025 | $0.51 |
GS | Pay Day | Sep 29, 2025 | $4.00 |
HPQ | Pay Day | Oct 1, 2025 | $0.29 |
KO | Pay Day | Oct 1, 2025 | $0.51 |
Performance Metrics
Score 6/10
Beta
1.53
1.53
0
0.8
1.2
0
2
Sharpe Ratio
0.71
0.71
0
0.5
1
1.5
1.5
Sortino Ratio
1.56
1.56
0
1
2
3
3
Jensen's Alpha
0.68
0.68
-2
0
2
4.5
4.5
Omega Ratio
1.37
1.37
0
1
1.5
2.5
2.5
Treynor Ratio
1.33
1.33
0
0.75
1.25
2
2
Information Ratio
0.36
0.36
0
0.3
0.6
1
1
Calmar Ratio
0.55
0.55
0
0.3
0.6
1
1
Beta
1.53
1.53
0
0.8
1.2
0
2
Sharpe Ratio
0.71
0.71
0
0.5
1
1.5
1.5
Sortino Ratio
1.56
1.56
0
1
2
3
3
Jensen's Alpha
0.68
0.68
-2
0
2
4.5
4.5
Omega Ratio
1.37
1.37
0
1
1.5
2.5
2.5
Treynor Ratio
1.33
1.33
0
0.75
1.25
2
2
Information Ratio
0.36
0.36
0
0.3
0.6
1
1
Calmar Ratio
0.55
0.55
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
35.87
High:
WHR
683.11WHRLow:
FL
-6.78FLDetails
PEG Ratio
578.33
High:
KO
10,007.14KOLow:FL
-728.17FLDetails
Price/Book
8.09
High:
NVDA
49.85NVDALow:
MCD
-61.22MCDDetails
Price/Sales
6.06
High:NVDA
28.4NVDALow:
XRX
0.11XRXDetails
Price/CF
28.05
High:KO
282.33KOLow:XRX
1.21XRXDetails
Price/FCF
45.52
High:KO
272.99KOLow:XRX
1.99XRXDetails
P/E Ratio
35.87
High:WHR
683.11WHRLow:FL
-6.78FLDetails
PEG Ratio
578.33
High:KO
10,007.14KOLow:FL
-728.17FLDetails
Price/Book
8.09
High:NVDA
49.85NVDALow:MCD
-61.22MCDDetails
Price/Sales
6.06
High:NVDA
28.4NVDALow:XRX
0.11XRXDetails
Price/CF
28.05
High:KO
282.33KOLow:XRX
1.21XRXDetails
Price/FCF
45.52
High:KO
272.99KOLow:XRX
1.99XRXDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-43.53% | Nov 2021 | Nov 2024 | 36 |
-15.05% | Sep 2020 | Nov 2020 | 2 |
-13.25% | Feb 2025 | Jul 2025 | 5 |
-9.27% | May 2021 | Oct 2021 | 5 |