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-2.26%
This Month
+17.87%
Year To Date
+109.46%
2 Years
+292.48%
5 Years
+278.91%
10 Years
+14.54%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology36.52%
- 🖥️ Technology Services25.42%
- 🪙 Cryptocurrencies14.66%
- 🛍️ Retail Trade11.15%
- 💰 Finance5.07%
- 📈 Indexes2.57%
- ⛏️ Energy Minerals2.28%
- 🚗 Consumer Durables1.65%
- 💇♀️ Consumer Services0.61%
- 🧬 Health Technology0.05%
- 💼 Commercial Services0.03%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq67.95%
- 🌍 Digital Currency14.66%
- 🇺🇸 NYSE9.12%
- 🇬🇧 LSE5.69%
- 🌍 CFD2.57%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States70.95%
- 🇬🇧 United Kingdom7.36%
- 🇹🇼 Taiwan3.64%
- 🇮🇱 Israel0.36%
- 🇨🇭 Switzerland0.26%
- 🇰🇾 Cayman Islands0.15%
- 🇩🇪 Germany0.05%
Dividends
Dividend Yield
0.44%
22 out of 46 instruments pay dividend.
8 dividend payments in the next 30 days.
Highest Dividend: $BP.L (5.76%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 HSBA.L | 0.11% | 5.32% | $0.49 |
 SHEL.L | 0.07% | 4% | $0.8 |
 MSFT | 0.05% | 0.66% | $3 |
 TSM | 0.04% | 1.06% | $1.74 |
 BP.L | 0.03% | 5.76% | $0.23 |
 AVGO | 0.02% | 0.76% | $19.7 |
 JPM | 0.02% | 1.77% | $4.4 |
 AAPL | 0.02% | 0.43% | $0.97 |
 BA.L | 0.02% | 1.95% | $0.3 |
 GOOG | 0.02% | 0.36% | $0.2 |
 LMT | 0.01% | 2.94% | $12.45 |
 META | 0.01% | 0.27% | $1 |
 CRM | 0.01% | 0.69% | $0.4 |
 SBRY.L | 0.01% | 4.5% | $0.13 |
 UBS | 0.01% | 2.32% | $0.71 |
 GS | 0.01% | 1.78% | $11 |
 NVDA | 0% | 0.02% | $0.02 |
 BARC.L | 0% | 2.33% | $0.08 |
 COST | 0% | 0.52% | $19.22 |
 DIS | 0% | 0.85% | $0.75 |
 MRVL | 0% | 0.39% | $0.24 |
 MU | 0% | 0.39% | $0.46 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
GOOG | Ex-Dividend | Sep 8, 2025 | $0.21 |
MSFT | Pay Day | Sep 11, 2025 | $0.83 |
NVDA | Ex-Dividend | Sep 11, 2025 | $0.01 |
GOOG | Pay Day | Sep 15, 2025 | $0.21 |
BARC.L | Pay Day | Sep 16, 2025 | $0.04 |
TSM | Ex-Dividend | Sep 16, 2025 | $0.82 |
SHEL.L | Pay Day | Sep 22, 2025 | $0.36 |
LMT | Pay Day | Sep 26, 2025 | $3.30 |
HSBA.L | Pay Day | Sep 26, 2025 | $0.10 |
GS | Pay Day | Sep 29, 2025 | $4.00 |
NVDA | Pay Day | Oct 2, 2025 | $0.01 |
TSM | Pay Day | Oct 9, 2025 | $0.82 |
Performance Metrics
Score 6.8/10
Beta
0.4
0.4
0
0.8
1.2
0
2
Sharpe Ratio
0.62
0.62
0
0.5
1
1.5
1.5
Sortino Ratio
1.41
1.41
0
1
2
3
3
Jensen's Alpha
9.82
9.82
-2
0
2
10
10
Omega Ratio
1.09
1.09
0
1
1.5
2.5
2.5
Treynor Ratio
2.91
2.91
0
0.75
1.25
3
3
Information Ratio
0.1
0.1
0
0.3
0.6
1
1
Calmar Ratio
0.65
0.65
0
0.3
0.6
1
1
Beta
0.4
0.4
0
0.8
1.2
0
2
Sharpe Ratio
0.62
0.62
0
0.5
1
1.5
1.5
Sortino Ratio
1.41
1.41
0
1
2
3
3
Jensen's Alpha
9.82
9.82
-2
0
2
10
10
Omega Ratio
1.09
1.09
0
1
1.5
2.5
2.5
Treynor Ratio
2.91
2.91
0
0.75
1.25
3
3
Information Ratio
0.1
0.1
0
0.3
0.6
1
1
Calmar Ratio
0.65
0.65
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
39.07
High:
PLTR
514.79PLTRLow:
UPST
-844.82UPSTDetails
PEG Ratio
1,552.24
High:
AAPL
24,643.1AAPLLow:UPST
-871.78UPSTDetails
Price/Book
14.04
High:PLTR
61.97PLTRLow:
BARC.L
0.82BARC.LDetails
Price/Sales
9.9
High:PLTR
115.39PLTRLow:
SBRY.L
0.21SBRY.LDetails
Price/CF
29.9
High:
TTWO
434.3TTWOLow:SBRY.L
3.06SBRY.LDetails
Price/FCF
59.19
High:
LMT
457.22LMTLow:
GS
3.62GSDetails
P/E Ratio
39.07
High:PLTR
514.79PLTRLow:UPST
-844.82UPSTDetails
PEG Ratio
1,552.24
High:AAPL
24,643.1AAPLLow:UPST
-871.78UPSTDetails
Price/Book
14.04
High:PLTR
61.97PLTRLow:BARC.L
0.82BARC.LDetails
Price/Sales
9.9
High:PLTR
115.39PLTRLow:SBRY.L
0.21SBRY.LDetails
Price/CF
29.9
High:TTWO
434.3TTWOLow:SBRY.L
3.06SBRY.LDetails
Price/FCF
59.19
High:LMT
457.22LMTLow:GS
3.62GSDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-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 |
-5.89% | Jul 2025 | - | 3 |
-1.28% | Jul 2024 | Sep 2024 | 2 |