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-0.35%
Today
-0.1%
This Month
+5.02%
Year To Date
+168.41%
2 Years
-18.32%
5 Years
-5.25%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash75.52%
- 💰 Finance9.2%
- 🪙 Cryptocurrencies3.77%
- 📊 ETFs3.63%
- 🧬 Health Technology2.81%
- 🖥️ Technology Services2.37%
- 📡 Communications2.31%
- 🏭 Industrial Services2.24%
- ⚡ Utilities0.76%
- 💇♀️ Consumer Services0.68%
- 🍞 Consumer Non Durables0.44%
- 🚚 Transportation0.39%
- 🧩 Miscellaneous0.33%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE9.5%
- 🇬🇧 LSE7%
- 🌍 Digital Currency3.77%
- 🇺🇸 Nasdaq3.2%
- 🇳🇱 Euronext Amsterdam2.79%
- 🇫🇷 Euronext Paris2.24%
- 🇧🇪 Euronext Brussels0.44%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States8.3%
- 🇬🇧 United Kingdom5.6%
- 🇳🇱 Netherlands2.79%
- 🇫🇷 France2.24%
- 🇮🇱 Israel1.4%
- 🇧🇪 Belgium0.44%
- 🇧🇲 Bermuda0.39%
- 🇧🇷 Brazil0.38%
Dividends
Dividend Yield
0.92%
20 out of 30 instruments pay dividend.
3 dividend payments in the next 30 days.
Highest Dividend: $TK (13.09%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 PFE | 0.21% | 7.35% | $1.66 |
 ASRNL.NV | 0.11% | 5.55% | $2.89 |
 UTG.L | 0.09% | 4.49% | $0.35 |
 DG.PA | 0.08% | 3.75% | $4.5 |
 PLUS.L | 0.07% | 5.02% | $1.33 |
 BT.L | 0.06% | 4.56% | $0.08 |
 VZ | 0.06% | 6.27% | $2.66 |
 TK | 0.05% | 13.09% | - |
 LAND.L | 0.05% | 6.52% | $0.4 |
 SSE.L | 0.03% | 3.7% | $0.6 |
 NN.NV | 0.03% | 6.05% | $3.2 |
 ITUB | 0.02% | 4.8% | $0.15 |
 BBOX.L | 0.02% | 5.36% | $0.07 |
 BEZ.L | 0.01% | 2.61% | $0.14 |
 CMCSA | 0.01% | 3.75% | $1.2 |
 AXP | 0.01% | 0.98% | $2.6 |
 ABI.BR | 0% | 1.12% | $0.57 |
 IWM | 0% | 1.27% | - |
 MSFT | 0% | 0.69% | $3 |
 MA | 0% | 0.49% | $2.46 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
MSFT | Pay Day | Jun 12, 2025 | $0.83 |
LAND.L | Ex-Dividend | Jun 12, 2025 | $0.16 |
PFE | Pay Day | Jun 13, 2025 | $0.43 |
BBOX.L | Pay Day | Jun 13, 2025 | $0.03 |
CMCSA | Ex-Dividend | Jul 2, 2025 | $0.33 |
PLUS.L | Pay Day | Jul 9, 2025 | $0.40 |
CMCSA | Pay Day | Jul 23, 2025 | $0.33 |
SSE.L | Ex-Dividend | Jul 24, 2025 | $0.58 |
LAND.L | Pay Day | Jul 25, 2025 | $0.16 |
SSE.L | Pay Day | Sep 18, 2025 | $0.58 |
Performance Metrics
Score 2.4/10
Beta
1.68
1.68
0
0.8
1.2
0
2
Sharpe Ratio
0.08
0.08
0
0.5
1
1.5
1.5
Sortino Ratio
0.13
0.13
0
1
2
3
3
Jensen's Alpha
-6.31
-6.31
-7
0
2
4.5
4.5
Omega Ratio
0.96
0.96
0
1
1.5
2.5
2.5
Treynor Ratio
0.22
0.22
0
0.75
1.25
2
2
Information Ratio
-0.05
-0.05
-1
0.3
0.6
1
1
Calmar Ratio
-0.06
-0.06
-1
0.3
0.6
1
1
Beta
1.68
1.68
0
0.8
1.2
0
2
Sharpe Ratio
0.08
0.08
0
0.5
1
1.5
1.5
Sortino Ratio
0.13
0.13
0
1
2
3
3
Jensen's Alpha
-6.31
-6.31
-7
0
2
4.5
4.5
Omega Ratio
0.96
0.96
0
1
1.5
2.5
2.5
Treynor Ratio
0.22
0.22
0
0.75
1.25
2
2
Information Ratio
-0.05
-0.05
-1
0.3
0.6
1
1
Calmar Ratio
-0.06
-0.06
-1
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
23.5
High:
BFIT.NV
196.2BFIT.NVLow:
TK
6.04TKDetails
PEG Ratio
144.74
High:
COIN
941.94COINLow:
PFE
0.61PFEDetails
Price/Book
3.82
High:
MA
79.68MALow:
LAND.L
0.71LAND.LDetails
Price/Sales
3.32
High:MA
18.38MALow:TK
0.63TKDetails
Price/CF
12.25
High:
NN.NV
158.85NN.NVLow:TK
1.32TKDetails
Price/FCF
28.66
High:LAND.L
4,856.46LAND.LLow:NN.NV
1.7NN.NVDetails
P/E Ratio
23.5
High:BFIT.NV
196.2BFIT.NVLow:TK
6.04TKDetails
PEG Ratio
144.74
High:COIN
941.94COINLow:PFE
0.61PFEDetails
Price/Book
3.82
High:MA
79.68MALow:LAND.L
0.71LAND.LDetails
Price/Sales
3.32
High:MA
18.38MALow:TK
0.63TKDetails
Price/CF
12.25
High:NN.NV
158.85NN.NVLow:TK
1.32TKDetails
Price/FCF
28.66
High:LAND.L
4,856.46LAND.LLow:NN.NV
1.7NN.NVDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-79.54% | Nov 2021 | - | 44 |
-8.3% | Sep 2021 | Oct 2021 | 1 |