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-6.43%
This Month
+15.12%
Year To Date
+60.58%
2 Years
+356%
5 Years
+356%
10 Years
+15.05%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology50.79%
- 🖥️ Technology Services20.55%
- 🪙 Cryptocurrencies7.43%
- 💰 Finance7.1%
- 🛍️ Retail Trade6.95%
- ⛏️ Energy Minerals2.53%
- 🚗 Consumer Durables1.89%
- 📈 Indexes1.29%
- 📦 Distribution Services0.46%
- 💇♀️ Consumer Services0.4%
- 💼 Commercial Services0.37%
- 📡 Communications0.14%
- 🧬 Health Technology0.1%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq70.39%
- 🇺🇸 NYSE12.04%
- 🇬🇧 LSE8.7%
- 🌍 Digital Currency7.43%
- 🌍 CFD1.29%
- 🇮🇹 Borsa Italiana0.15%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States69.52%
- 🇬🇧 United Kingdom13.62%
- 🇹🇼 Taiwan5.38%
- 🇨🇭 Switzerland1.58%
- 🇰🇾 Cayman Islands0.94%
- 🇮🇱 Israel0.21%
- 🇩🇪 Germany0.03%
Dividends
Dividend Yield
0.51%
28 out of 61 instruments pay dividend.
13 dividend payments in the next 30 days.
Highest Dividend: $BP.L (4.58%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 HSBA.L | 0.11% | 4.11% | $0.49 |
 SHEL.L | 0.06% | 3.42% | $0.8 |
 TSM | 0.04% | 0.69% | $1.74 |
 BP.L | 0.04% | 4.58% | $0.23 |
 MSFT | 0.02% | 0.83% | $3 |
 BA.L | 0.02% | 1.87% | $0.3 |
 UBS | 0.02% | 2.24% | $0.71 |
 JPM | 0.02% | 1.93% | $4.4 |
 NVDA | 0.02% | 0.13% | $0.02 |
 AVGO | 0.02% | 0.62% | $19.7 |
 SBRY.L | 0.02% | 4.54% | $0.13 |
 GOOG | 0.02% | 0.23% | $0.2 |
 GS | 0.02% | 1.56% | $11 |
 BARC.L | 0.01% | 1.87% | $0.08 |
 QCOM | 0.01% | 1.52% | $3.25 |
 AAPL | 0.01% | 0.34% | $0.97 |
 META | 0.01% | 0.34% | $1 |
 GLEN.L | 0.01% | 2.08% | $0.1 |
 LMT | 0.01% | 2.63% | $12.45 |
 TSCO.L | 0.01% | 3.18% | $0.12 |
 CRM | 0.01% | 0.9% | $0.4 |
 VOD.L | 0% | 3.63% | $0.08 |
 COST | 0% | 0.55% | $19.22 |
 INTU | 0% | 1.58% | $3.6 |
 DIS | 0% | 1.51% | $0.75 |
 MU | 0% | 0.05% | $0.46 |
 MRVL | 0% | 0.08% | $0.24 |
 STMMI.MI | 0% | 0.48% | $0.28 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
GOOG | Pay Day | Jun 15, 2026 | $0.22 |
META | Ex-Dividend | Jun 15, 2026 | $0.53 |
META | Pay Day | Jun 25, 2026 | $0.53 |
QCOM | Pay Day | Jun 25, 2026 | $0.92 |
LMT | Pay Day | Jun 26, 2026 | $3.45 |
NVDA | Pay Day | Jun 26, 2026 | $0.25 |
BP.L | Pay Day | Jun 26, 2026 | $0.08 |
HSBA.L | Pay Day | Jun 26, 2026 | $0.10 |
TSCO.L | Pay Day | Jun 26, 2026 | $0.13 |
GS | Pay Day | Jun 29, 2026 | $4.50 |
SHEL.L | Pay Day | Jun 29, 2026 | $0.39 |
DIS | Ex-Dividend | Jun 30, 2026 | $0.75 |
CRM | Pay Day | Jul 2, 2026 | $0.44 |
JPM | Ex-Dividend | Jul 6, 2026 | $1.50 |
INTU | Ex-Dividend | Jul 9, 2026 | $1.20 |
TSM | Pay Day | Jul 9, 2026 | $0.95 |
SBRY.L | Pay Day | Jul 10, 2026 | $0.13 |
INTU | Pay Day | Jul 17, 2026 | $1.20 |
DIS | Pay Day | Jul 22, 2026 | $0.75 |
VOD.L | Pay Day | Jul 30, 2026 | $0.03 |
JPM | Pay Day | Jul 31, 2026 | $1.50 |
GLEN.L | Ex-Dividend | Aug 26, 2026 | $0.09 |
GLEN.L | Pay Day | Sep 18, 2026 | $0.09 |
Performance Metrics
Score 6.7/10
Beta
0.52
0.52
0
0.8
1.2
0
2
Sharpe Ratio
0.62
0.62
0
0.5
1
1.5
1.5
Sortino Ratio
1.28
1.28
0
1
2
3
3
Jensen's Alpha
9.91
9.91
-2
0
2
10
10
Omega Ratio
1.14
1.14
0
1
1.5
2.5
2.5
Treynor Ratio
2.49
2.49
0
0.75
1.25
3
3
Information Ratio
0.15
0.15
0
0.3
0.6
1
1
Calmar Ratio
0.56
0.56
0
0.3
0.6
1
1
Beta
0.52
0.52
0
0.8
1.2
0
2
Sharpe Ratio
0.62
0.62
0
0.5
1
1.5
1.5
Sortino Ratio
1.28
1.28
0
1
2
3
3
Jensen's Alpha
9.91
9.91
-2
0
2
10
10
Omega Ratio
1.14
1.14
0
1
1.5
2.5
2.5
Treynor Ratio
2.49
2.49
0
0.75
1.25
3
3
Information Ratio
0.15
0.15
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
34.28
High:
DDOG
650.12DDOGLow:
IONQ
-383.53IONQDetails
PEG Ratio
321.44
High:
ARM
3,592.02ARMLow:IONQ
-362.7IONQDetails
Price/Book
12.54
High:ARM
50.52ARMLow:VOD.L
0.58VOD.LDetails
Price/Sales
10.72
High:
QBTS
816.21QBTSLow:
BLSH
0.02BLSHDetails
Price/CF
24.06
High:
PLTR
138.09PLTRLow:VOD.L
2.24VOD.LDetails
Price/FCF
48.98
High:UBS
541.43UBSLow:GS
2.44GSDetails
P/E Ratio
34.28
High:DDOG
650.12DDOGLow:IONQ
-383.53IONQDetails
PEG Ratio
321.44
High:ARM
3,592.02ARMLow:IONQ
-362.7IONQDetails
Price/Book
12.54
High:ARM
50.52ARMLow:VOD.L
0.58VOD.LDetails
Price/Sales
10.72
High:QBTS
816.21QBTSLow:BLSH
0.02BLSHDetails
Price/CF
24.06
High:PLTR
138.09PLTRLow:VOD.L
2.24VOD.LDetails
Price/FCF
48.98
High:UBS
541.43UBSLow:GS
2.44GSDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-28.64% | Nov 2025 | - | 8 |
-22.59% | Feb 2023 | Mar 2023 | 1 |
-17.59% | Aug 2023 | Feb 2024 | 6 |
-16.62% | Feb 2025 | May 2025 | 3 |
-6.86% | Apr 2024 | May 2024 | 1 |
-6.51% | Nov 2015 | Dec 2022 | 85 |
-3.72% | Jul 2025 | Sep 2025 | 2 |
-1.28% | Jul 2024 | Sep 2024 | 2 |