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-2.32%
This Month
-2.32%
Year To Date
+54.5%
2 Years
+54.41%
5 Years
+241.89%
10 Years
+25.92%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash44.98%
- 🚗 Consumer Durables21.49%
- 💰 Finance14.63%
- 🪙 Cryptocurrencies9.96%
- 💻 Electronic Technology7.92%
- 💇♀️ Consumer Services3.53%
- 🖥️ Technology Services3.08%
- ⛏️ Energy Minerals1.52%
- 🛍️ Retail Trade1.24%
- 🍞 Consumer Non Durables0.83%
- 🚚 Transportation0.27%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE25.64%
- 🇺🇸 Nasdaq24.74%
- 🌍 Digital Currency9.96%
- 🇨🇭 SIX2.3%
- 🇬🇧 LSE1.83%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States48.01%
- 🇨🇭 Switzerland2.3%
- 🇯🇵 Japan2.1%
- 🇬🇧 United Kingdom1.83%
- 🇨🇦 Canada0.27%
Dividends
Dividend Yield
0.7%
27 out of 43 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $XRX (7.97%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 LLOY.L | 0.06% | 3.32% | $0.03 |
 PFG | 0.05% | 3.5% | $2.72 |
 XOM | 0.05% | 3.05% | $3.76 |
 UBSG.ZU | 0.05% | 2.01% | $0.64 |
 MCD | 0.04% | 2.38% | $6.53 |
 IBM | 0.04% | 2.31% | $6.65 |
 PAG | 0.04% | 3.18% | $3.34 |
 HPQ | 0.03% | 5.92% | $1.1 |
 TM | 0.03% | 2.55% | $4.64 |
 PII | 0.03% | 3.93% | $2.62 |
 WHR | 0.03% | 6.15% | $7 |
 HMC | 0.03% | 3.71% | $0.65 |
 WFC | 0.03% | 1.96% | $1.4 |
 DELL | 0.02% | 1.89% | $1.63 |
 GS | 0.02% | 1.65% | $11 |
 AAPL | 0.02% | 0.42% | $0.97 |
 KO | 0.02% | 2.85% | $1.89 |
 GM | 0.02% | 0.73% | $0.42 |
 C | 0.02% | 2.11% | $2.12 |
 V | 0.01% | 0.75% | $2.01 |
 DIS | 0.01% | 1.37% | $0.75 |
 CINF | 0.01% | 2.18% | $3.12 |
 CCL | 0.01% | 0.53% | - |
 XRX | 0% | 7.97% | $1 |
 META | 0% | 0.35% | $1 |
 CP | 0% | 0.89% | $0.56 |
 NVDA | 0% | 0.02% | $0.02 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 5.7/10
Beta
1.52
1.52
0
0.8
1.2
0
2
Sharpe Ratio
0.73
0.73
0
0.5
1
1.5
1.5
Sortino Ratio
1.61
1.61
0
1
2
3
3
Jensen's Alpha
-0.25
-0.25
-2
0
2
4.5
4.5
Omega Ratio
1.36
1.36
0
1
1.5
2.5
2.5
Treynor Ratio
1.32
1.32
0
0.75
1.25
2
2
Information Ratio
0.34
0.34
0
0.3
0.6
1
1
Calmar Ratio
0.56
0.56
0
0.3
0.6
1
1
Beta
1.52
1.52
0
0.8
1.2
0
2
Sharpe Ratio
0.73
0.73
0
0.5
1
1.5
1.5
Sortino Ratio
1.61
1.61
0
1
2
3
3
Jensen's Alpha
-0.25
-0.25
-2
0
2
4.5
4.5
Omega Ratio
1.36
1.36
0
1
1.5
2.5
2.5
Treynor Ratio
1.32
1.32
0
0.75
1.25
2
2
Information Ratio
0.34
0.34
0
0.3
0.6
1
1
Calmar Ratio
0.56
0.56
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
41.85
High:
TSLA
280.13TSLALow:PII
-25.66PIIDetails
PEG Ratio
218.34
High:V
1,166.53VLow:
RIVN
-11.68RIVNDetails
Price/Book
9.18
High:AAPL
49.43AAPLLow:MCD
-99.7MCDDetails
Price/Sales
6.9
High:
SPCE
107.02SPCELow:
SPWH
0.04SPWHDetails
Price/CF
33.53
High:TSLA
99.57TSLALow:XRX
1.3XRXDetails
Price/FCF
56.74
High:KO
272.99KOLow:XRX
2.59XRXDetails
P/E Ratio
41.85
High:TSLA
280.13TSLALow:PII
-25.66PIIDetails
PEG Ratio
218.34
High:V
1,166.53VLow:RIVN
-11.68RIVNDetails
Price/Book
9.18
High:AAPL
49.43AAPLLow:MCD
-99.7MCDDetails
Price/Sales
6.9
High:SPCE
107.02SPCELow:SPWH
0.04SPWHDetails
Price/CF
33.53
High:TSLA
99.57TSLALow:XRX
1.3XRXDetails
Price/FCF
56.74
High:KO
272.99KOLow:XRX
2.59XRXDetails
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 | Aug 2025 | 6 |
-9.27% | May 2021 | Oct 2021 | 5 |
-3.74% | Nov 2025 | - | 3 |