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-1.77%
This Month
-7.32%
Year To Date
+39.68%
2 Years
+267.1%
5 Years
+267.1%
10 Years
+13.08%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology38.62%
- 🖥️ Technology Services27.76%
- 🪙 Cryptocurrencies10.57%
- 💰 Finance7.89%
- 🛍️ Retail Trade7.79%
- ⛏️ Energy Minerals2.74%
- 🚗 Consumer Durables2.15%
- 🌾 Commodities1.37%
- 💇♀️ Consumer Services0.5%
- 📦 Distribution Services0.38%
- 📡 Communications0.17%
- 🧬 Health Technology0.04%
- 💼 Commercial Services0.02%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq66.45%
- 🇺🇸 NYSE11.78%
- 🌍 Digital Currency10.57%
- 🇬🇧 LSE9.82%
- 🌍 Commodity1.37%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States68.6%
- 🇬🇧 United Kingdom11.61%
- 🇹🇼 Taiwan5.29%
- 🇨🇭 Switzerland1.38%
- 🇰🇾 Cayman Islands0.93%
- 🇮🇱 Israel0.21%
- 🇩🇪 Germany0.04%
Dividends
Dividend Yield
0.58%
27 out of 56 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $BP.L (5.04%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 HSBA.L | 0.13% | 4.34% | $0.49 |
 SHEL.L | 0.07% | 3.48% | $0.8 |
 TSM | 0.04% | 0.78% | $1.74 |
 BP.L | 0.04% | 5.04% | $0.23 |
 MSFT | 0.03% | 0.86% | $3 |
 UBS | 0.03% | 2.74% | $0.71 |
 BA.L | 0.03% | 1.62% | $0.3 |
 META | 0.02% | 0.32% | $1 |
 JPM | 0.02% | 1.95% | $4.4 |
 GOOG | 0.02% | 0.28% | $0.2 |
 SBRY.L | 0.02% | 3.94% | $0.13 |
 AVGO | 0.02% | 0.71% | $19.7 |
 GS | 0.02% | 1.8% | $11 |
 BARC.L | 0.02% | 1.99% | $0.08 |
 AAPL | 0.01% | 0.4% | $0.97 |
 QCOM | 0.01% | 2.58% | $3.25 |
 GLEN.L | 0.01% | 2.41% | $0.1 |
 LMT | 0.01% | 2.03% | $12.45 |
 TSCO.L | 0.01% | 3.01% | $0.12 |
 CRM | 0.01% | 0.87% | $0.4 |
 VOD.L | 0.01% | 3.45% | $0.08 |
 COST | 0% | 0.52% | $19.22 |
 INTU | 0% | 1.06% | $3.6 |
 NVDA | 0% | 0.02% | $0.02 |
 DIS | 0% | 1.46% | $0.75 |
 MU | 0% | 0.11% | $0.46 |
 MRVL | 0% | 0.3% | $0.24 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 6.6/10
Beta
0.45
0.45
0
0.8
1.2
0
2
Sharpe Ratio
0.57
0.57
0
0.5
1
1.5
1.5
Sortino Ratio
1.16
1.16
0
1
2
3
3
Jensen's Alpha
9.15
9.15
-2
0
2
10
10
Omega Ratio
1.09
1.09
0
1
1.5
2.5
2.5
Treynor Ratio
2.57
2.57
0
0.75
1.25
3
3
Information Ratio
0.1
0.1
0
0.3
0.6
1
1
Calmar Ratio
0.57
0.57
0
0.3
0.6
1
1
Beta
0.45
0.45
0
0.8
1.2
0
2
Sharpe Ratio
0.57
0.57
0
0.5
1
1.5
1.5
Sortino Ratio
1.16
1.16
0
1
2
3
3
Jensen's Alpha
9.15
9.15
-2
0
2
10
10
Omega Ratio
1.09
1.09
0
1
1.5
2.5
2.5
Treynor Ratio
2.57
2.57
0
0.75
1.25
3
3
Information Ratio
0.1
0.1
0
0.3
0.6
1
1
Calmar Ratio
0.57
0.57
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
33.17
High:BP.L
4,375BP.LLow:
INTC
-556.53INTCDetails
PEG Ratio
100.31
High:JPM
1,118.42JPMLow:INTC
-566.72INTCDetails
Price/Book
11.45
High:
PLTR
49.59PLTRLow:VOD.L
0.55VOD.LDetails
Price/Sales
9.3
High:PLTR
88.09PLTRLow:
BLSH
0.02BLSHDetails
Price/CF
26.26
High:PLTR
214.31PLTRLow:VOD.L
1.85VOD.LDetails
Price/FCF
54.59
High:UBS
541.43UBSLow:VOD.L
3.19VOD.LDetails
P/E Ratio
33.17
High:BP.L
4,375BP.LLow:INTC
-556.53INTCDetails
PEG Ratio
100.31
High:JPM
1,118.42JPMLow:INTC
-566.72INTCDetails
Price/Book
11.45
High:PLTR
49.59PLTRLow:VOD.L
0.55VOD.LDetails
Price/Sales
9.3
High:PLTR
88.09PLTRLow:BLSH
0.02BLSHDetails
Price/CF
26.26
High:PLTR
214.31PLTRLow:VOD.L
1.85VOD.LDetails
Price/FCF
54.59
High:UBS
541.43UBSLow:VOD.L
3.19VOD.LDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-26.38% | Nov 2025 | - | 5 |
-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 |