Loading...
+0.25%
This Month
+6.95%
Year To Date
+64.03%
2 Years
+111.23%
5 Years
+240.88%
10 Years
+27.8%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash47.13%
- 🚗 Consumer Durables18.32%
- 💰 Finance13.37%
- 🪙 Cryptocurrencies11.72%
- 💻 Electronic Technology7.91%
- 💇♀️ Consumer Services3.79%
- 🖥️ Technology Services3.29%
- 🛍️ Retail Trade2.01%
- ⛏️ Energy Minerals1.27%
- 🍞 Consumer Non Durables0.79%
- 🚚 Transportation0.29%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE25.36%
- 🇺🇸 Nasdaq22.25%
- 🌍 Digital Currency11.72%
- 🇨🇭 SIX1.98%
- 🇬🇧 LSE1.45%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States45.24%
- 🇯🇵 Japan2.08%
- 🇨🇭 Switzerland1.98%
- 🇬🇧 United Kingdom1.45%
- 🇨🇦 Canada0.29%
Dividends
Dividend Yield
0.69%
27 out of 43 instruments pay dividend.
11 dividend payments in the next 30 days.
Highest Dividend: $XRX (10.97%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 LLOY.L | 0.06% | 4.19% | $0.03 |
 PFG | 0.05% | 3.79% | $2.72 |
 XOM | 0.05% | 3.63% | $3.76 |
 UBSG.ZU | 0.05% | 2.29% | $0.64 |
 MCD | 0.04% | 2.26% | $6.53 |
 IBM | 0.04% | 2.7% | $6.65 |
 PAG | 0.04% | 2.67% | $3.34 |
 WHR | 0.04% | 6.5% | $7 |
 HPQ | 0.03% | 3.96% | $1.1 |
 TM | 0.03% | 2.71% | $4.64 |
 PII | 0.03% | 4.53% | $2.62 |
 HMC | 0.03% | 3.28% | $0.65 |
 WFC | 0.03% | 2.09% | $1.4 |
 AAPL | 0.02% | 0.43% | $0.97 |
 KO | 0.02% | 2.97% | $1.89 |
 DELL | 0.02% | 1.55% | $1.63 |
 GS | 0.02% | 1.76% | $11 |
 GM | 0.02% | 0.93% | $0.42 |
 C | 0.02% | 2.39% | $2.12 |
 V | 0.01% | 0.69% | $2.01 |
 FL | 0.01% | 1.89% | $1.6 |
 XRX | 0.01% | 10.97% | $1 |
 CINF | 0.01% | 2.24% | $3.12 |
 DIS | 0.01% | 0.85% | $0.75 |
 META | 0% | 0.27% | $1 |
 CP | 0% | 0.8% | $0.56 |
 NVDA | 0% | 0.02% | $0.02 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
HPQ | Ex-Dividend | Sep 10, 2025 | $0.29 |
IBM | Pay Day | Sep 10, 2025 | $1.68 |
XOM | Pay Day | Sep 10, 2025 | $0.99 |
NVDA | Ex-Dividend | Sep 11, 2025 | $0.01 |
KO | Ex-Dividend | Sep 15, 2025 | $0.51 |
WHR | Pay Day | Sep 15, 2025 | $0.90 |
PII | Pay Day | Sep 15, 2025 | $0.67 |
MCD | Pay Day | Sep 16, 2025 | $1.77 |
GM | Pay Day | Sep 18, 2025 | $0.15 |
CINF | Ex-Dividend | Sep 22, 2025 | $0.87 |
PFG | Pay Day | Sep 26, 2025 | $0.78 |
CP | Ex-Dividend | Sep 26, 2025 | $0.17 |
GS | Pay Day | Sep 29, 2025 | $4.00 |
XRX | Ex-Dividend | Sep 30, 2025 | $0.02 |
HPQ | Pay Day | Oct 1, 2025 | $0.29 |
KO | Pay Day | Oct 1, 2025 | $0.51 |
NVDA | Pay Day | Oct 2, 2025 | $0.01 |
CINF | Pay Day | Oct 15, 2025 | $0.87 |
DELL | Ex-Dividend | Oct 21, 2025 | $0.52 |
CP | Pay Day | Oct 27, 2025 | $0.17 |
XRX | Pay Day | Oct 31, 2025 | $0.02 |
DELL | Pay Day | Oct 31, 2025 | $0.52 |
Performance Metrics
Score 6.2/10
Beta
1.53
1.53
0
0.8
1.2
0
2
Sharpe Ratio
0.75
0.75
0
0.5
1
1.5
1.5
Sortino Ratio
1.64
1.64
0
1
2
3
3
Jensen's Alpha
0.93
0.93
-2
0
2
4.5
4.5
Omega Ratio
1.4
1.4
0
1
1.5
2.5
2.5
Treynor Ratio
1.38
1.38
0
0.75
1.25
2
2
Information Ratio
0.38
0.38
0
0.3
0.6
1
1
Calmar Ratio
0.58
0.58
0
0.3
0.6
1
1
Beta
1.53
1.53
0
0.8
1.2
0
2
Sharpe Ratio
0.75
0.75
0
0.5
1
1.5
1.5
Sortino Ratio
1.64
1.64
0
1
2
3
3
Jensen's Alpha
0.93
0.93
-2
0
2
4.5
4.5
Omega Ratio
1.4
1.4
0
1
1.5
2.5
2.5
Treynor Ratio
1.38
1.38
0
0.75
1.25
2
2
Information Ratio
0.38
0.38
0
0.3
0.6
1
1
Calmar Ratio
0.58
0.58
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
39.26
High:
TSLA
196.04TSLALow:
WHR
-34.23WHRDetails
PEG Ratio
6,132.45
High:
AAPL
24,779.06AAPLLow:
LCID
-19.68LCIDDetails
Price/Book
8.64
High:AAPL
54.11AAPLLow:
MCD
-81.96MCDDetails
Price/Sales
6.43
High:
SPCE
82.79SPCELow:
XRX
0.08XRXDetails
Price/CF
29.16
High:
KO
233.26KOLow:XRX
1.81XRXDetails
Price/FCF
46.99
High:
FL
392.76FLLow:
GS
3.62GSDetails
P/E Ratio
39.26
High:TSLA
196.04TSLALow:WHR
-34.23WHRDetails
PEG Ratio
6,132.45
High:AAPL
24,779.06AAPLLow:LCID
-19.68LCIDDetails
Price/Book
8.64
High:AAPL
54.11AAPLLow:MCD
-81.96MCDDetails
Price/Sales
6.43
High:SPCE
82.79SPCELow:XRX
0.08XRXDetails
Price/CF
29.16
High:KO
233.26KOLow:XRX
1.81XRXDetails
Price/FCF
46.99
High:FL
392.76FLLow:GS
3.62GSDetails
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 |