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+1.38%
This Month
+9.68%
Year To Date
+48.82%
2 Years
+58.88%
5 Years
+249.57%
10 Years
+26.92%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash44.8%
- 🚗 Consumer Durables22.01%
- 💰 Finance13.96%
- 🪙 Cryptocurrencies10.11%
- 💻 Electronic Technology8.84%
- 🖥️ Technology Services3.45%
- 💇♀️ Consumer Services3.39%
- ⛏️ Energy Minerals1.32%
- 🛍️ Retail Trade1.23%
- 🍞 Consumer Non Durables0.79%
- 🚚 Transportation0.27%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq26.45%
- 🇺🇸 NYSE25.17%
- 🌍 Digital Currency10.11%
- 🇨🇭 SIX1.96%
- 🇬🇧 LSE1.7%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States49.45%
- 🇨🇭 Switzerland1.96%
- 🇯🇵 Japan1.89%
- 🇬🇧 United Kingdom1.7%
- 🇨🇦 Canada0.27%
Dividends
Dividend Yield
0.67%
26 out of 44 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $XRX (7.43%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 LLOY.L | 0.06% | 3.48% | $0.03 |
 PFG | 0.05% | 3.52% | $2.72 |
 XOM | 0.05% | 3.43% | $3.76 |
 UBSG.ZU | 0.04% | 2.26% | $0.64 |
 MCD | 0.04% | 2.3% | $6.53 |
 IBM | 0.04% | 2.18% | $6.65 |
 PAG | 0.04% | 3.14% | $3.34 |
 HPQ | 0.03% | 4.51% | $1.1 |
 TM | 0.03% | 2.87% | $4.64 |
 PII | 0.03% | 3.97% | $2.62 |
 WHR | 0.03% | 6.97% | $7 |
 HMC | 0.03% | 3.82% | $0.65 |
 WFC | 0.03% | 1.89% | $1.4 |
 AAPL | 0.02% | 0.37% | $0.97 |
 KO | 0.02% | 2.91% | $1.89 |
 DELL | 0.02% | 1.45% | $1.63 |
 GS | 0.02% | 1.64% | $11 |
 GM | 0.02% | 0.75% | $0.42 |
 C | 0.02% | 2.13% | $2.12 |
 V | 0.01% | 0.74% | $2.01 |
 CINF | 0.01% | 2.14% | $3.12 |
 DIS | 0.01% | 0.95% | $0.75 |
 XRX | 0% | 7.43% | $1 |
 META | 0% | 0.31% | $1 |
 CP | 0% | 0.85% | $0.56 |
 NVDA | 0% | 0.02% | $0.02 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
GS | Pay Day | Dec 30, 2025 | $4.00 |
Performance Metrics
Score 5.7/10
Beta
1.53
1.53
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
-0.38
-0.38
-2
0
2
4.5
4.5
Omega Ratio
1.35
1.35
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
1.53
1.53
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
-0.38
-0.38
-2
0
2
4.5
4.5
Omega Ratio
1.35
1.35
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 weighted open stock positions
P/E Ratio
46.15
High:
PLTR
425.07PLTRLow:
PII
-25.4PIIDetails
PEG Ratio
225.54
High:
V
1,186.07VLow:
RIVN
-12.99RIVNDetails
Price/Book
10.64
High:PLTR
65.73PLTRLow:
MCD
-102.46MCDDetails
Price/Sales
7.8
High:
SPCE
153.75SPCELow:
XRX
0.05XRXDetails
Price/CF
35.42
High:PLTR
258.05PLTRLow:XRX
1.3XRXDetails
Price/FCF
58.6
High:
KO
272.99KOLow:XRX
2.59XRXDetails
P/E Ratio
46.15
High:PLTR
425.07PLTRLow:PII
-25.4PIIDetails
PEG Ratio
225.54
High:V
1,186.07VLow:RIVN
-12.99RIVNDetails
Price/Book
10.64
High:PLTR
65.73PLTRLow:MCD
-102.46MCDDetails
Price/Sales
7.8
High:SPCE
153.75SPCELow:XRX
0.05XRXDetails
Price/CF
35.42
High:PLTR
258.05PLTRLow:XRX
1.3XRXDetails
Price/FCF
58.6
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 |
-2.92% | Nov 2025 | - | 2 |