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-0.67%
This Month
+18.69%
Year To Date
+87.07%
2 Years
+129.66%
5 Years
+105.46%
10 Years
+15.49%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services21%
- 💰 Finance17.62%
- ⛏️ Energy Minerals15.62%
- 🛍️ Retail Trade10.54%
- 🚗 Consumer Durables9.48%
- 💻 Electronic Technology6.43%
- 📊 ETFs6.16%
- 💼 Commercial Services3.57%
- 🍞 Consumer Non Durables3.45%
- 🪙 Cryptocurrencies2.57%
- 🧬 Health Technology1.88%
- 🛠️ Producer Manufacturing0.96%
- 💵 Cash0.57%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE55.09%
- 🇺🇸 Nasdaq37.12%
- 🇬🇧 LSE4.09%
- 🌍 Digital Currency2.57%
- 🇭🇰 Hong Kong Exchanges0.4%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States72.15%
- 🇨🇳 China13.21%
- 🇬🇧 United Kingdom5.19%
Dividends
Dividend Yield
2.34%
33 out of 60 instruments pay dividend.
15 dividend payments in the next 30 days.
Highest Dividend: $IEP (23.72%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 ARR | 0.84% | 18.2% | $3.84 |
 XOM | 0.4% | 3.63% | $3.76 |
 MO | 0.21% | 6.19% | $3.92 |
 BP.L | 0.18% | 5.9% | $0.23 |
 IEP | 0.11% | 23.72% | $4 |
 NLY | 0.08% | 12.22% | $2.6 |
 BABA | 0.06% | 0.76% | $0.98 |
 JPM | 0.05% | 1.8% | $4.4 |
 O | 0.05% | 5.38% | $3.09 |
 GS | 0.04% | 1.76% | $11 |
 SHEL | 0.04% | 3.96% | $2.7 |
 SPG | 0.04% | 4.64% | $7.75 |
 SPY | 0.03% | 1.16% | - |
 EMG.L | 0.03% | 8.12% | $0.13 |
 ABBV | 0.03% | 3.04% | $6.06 |
 WFC | 0.02% | 2.09% | $1.4 |
 BARC.L | 0.01% | 2.35% | $0.08 |
 PNC | 0.01% | 3.18% | $6.2 |
 DIA.US | 0.01% | 1.53% | - |
 MSFT | 0.01% | 0.67% | $3 |
 VOO | 0.01% | 1.22% | - |
 QQQ | 0.01% | 0.51% | - |
 WMT | 0.01% | 0.94% | $0.81 |
 BLK | 0.01% | 1.89% | $20.2 |
 C | 0.01% | 2.39% | $2.12 |
 GOOG | 0.01% | 0.35% | $0.2 |
 META | 0.01% | 0.27% | $1 |
 MMM | 0.01% | 1.86% | $5.21 |
 GOOGL | 0.01% | 0.35% | $0.2 |
 0700.HK | 0% | 0.74% | $3.4 |
 AAPL | 0% | 0.43% | $0.97 |
 NVDA | 0% | 0.02% | $0.02 |
 MU | 0% | 0.35% | $0.46 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
GOOG | Ex-Dividend | Sep 8, 2025 | $0.21 |
GOOGL | Ex-Dividend | Sep 8, 2025 | $0.21 |
SPG | Ex-Dividend | Sep 9, 2025 | $2.15 |
XOM | Pay Day | Sep 10, 2025 | $0.99 |
MSFT | Pay Day | Sep 11, 2025 | $0.83 |
NVDA | Ex-Dividend | Sep 11, 2025 | $0.01 |
MMM | Pay Day | Sep 12, 2025 | $0.73 |
GOOG | Pay Day | Sep 15, 2025 | $0.21 |
MO | Ex-Dividend | Sep 15, 2025 | $1.06 |
O | Pay Day | Sep 15, 2025 | $0.27 |
GOOGL | Pay Day | Sep 15, 2025 | $0.21 |
ARR | Ex-Dividend | Sep 15, 2025 | $0.24 |
BARC.L | Pay Day | Sep 16, 2025 | $0.04 |
EMG.L | Pay Day | Sep 19, 2025 | $0.06 |
SHEL | Pay Day | Sep 22, 2025 | $0.72 |
BLK | Pay Day | Sep 23, 2025 | $5.21 |
IEP | Pay Day | Sep 24, 2025 | $0.50 |
GS | Pay Day | Sep 29, 2025 | $4.00 |
ARR | Pay Day | Sep 29, 2025 | $0.24 |
SPG | Pay Day | Sep 30, 2025 | $2.15 |
NVDA | Pay Day | Oct 2, 2025 | $0.01 |
MO | Pay Day | Oct 10, 2025 | $1.06 |
ABBV | Ex-Dividend | Oct 15, 2025 | $1.64 |
ABBV | Pay Day | Nov 14, 2025 | $1.64 |
WMT | Ex-Dividend | Dec 12, 2025 | $0.24 |
WMT | Pay Day | Jan 5, 2026 | $0.24 |
Performance Metrics
Score 3.6/10
Beta
1.88
1.88
0
0.8
1.2
0
2
Sharpe Ratio
0.48
0.48
0
0.5
1
1.5
1.5
Sortino Ratio
0.73
0.73
0
1
2
3
3
Jensen's Alpha
-7.47
-7.47
-8
0
2
4.5
4.5
Omega Ratio
1.14
1.14
0
1
1.5
2.5
2.5
Treynor Ratio
0.81
0.81
0
0.75
1.25
2
2
Information Ratio
0.16
0.16
0
0.3
0.6
1
1
Calmar Ratio
0.21
0.21
0
0.3
0.6
1
1
Beta
1.88
1.88
0
0.8
1.2
0
2
Sharpe Ratio
0.48
0.48
0
0.5
1
1.5
1.5
Sortino Ratio
0.73
0.73
0
1
2
3
3
Jensen's Alpha
-7.47
-7.47
-8
0
2
4.5
4.5
Omega Ratio
1.14
1.14
0
1
1.5
2.5
2.5
Treynor Ratio
0.81
0.81
0
0.75
1.25
2
2
Information Ratio
0.16
0.16
0
0.3
0.6
1
1
Calmar Ratio
0.21
0.21
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
31.44
High:
PLTR
508.84PLTRLow:
CRWD
-349.01CRWDDetails
PEG Ratio
402.05
High:
AAPL
24,772.26AAPLLow:
RBLX
-539.62RBLXDetails
Price/Book
6.59
High:RBLX
250.58RBLXLow:
ABBV
-2,051.74ABBVDetails
Price/Sales
5.38
High:
DJT
1,079.62DJTLow:
FTCHQ
-FTCHQDetails
Price/CF
21.38
High:FTCHQ
331.51FTCHQLow:
BP.L
3.22BP.LDetails
Price/FCF
46.71
High:FTCHQ
562.53FTCHQLow:
GS
3.62GSDetails
P/E Ratio
31.44
High:PLTR
508.84PLTRLow:CRWD
-349.01CRWDDetails
PEG Ratio
402.05
High:AAPL
24,772.26AAPLLow:RBLX
-539.62RBLXDetails
Price/Book
6.59
High:RBLX
250.58RBLXLow:ABBV
-2,051.74ABBVDetails
Price/Sales
5.38
High:DJT
1,079.62DJTLow:FTCHQ
-FTCHQDetails
Price/CF
21.38
High:FTCHQ
331.51FTCHQLow:BP.L
3.22BP.LDetails
Price/FCF
46.71
High:FTCHQ
562.53FTCHQLow:GS
3.62GSDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-68% | Jan 2022 | - | 45 |
-23.69% | Jun 2020 | Dec 2020 | 6 |
-7.55% | Jul 2021 | Sep 2021 | 2 |
-3.27% | Jan 2021 | Mar 2021 | 2 |
-0.57% | Nov 2021 | Dec 2021 | 1 |