Loading...
+2.32%
Today
+0.66%
This Month
-6.13%
Year To Date
+58.3%
2 Years
+498.77%
5 Years
+28.89%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash60.36%
- 🪙 Cryptocurrencies51.07%
- 💻 Electronic Technology6.84%
- 🖥️ Technology Services5.57%
- 🛍️ Retail Trade1.57%
- 💰 Finance0.72%
- 🚗 Consumer Durables0.7%
- 💇♀️ Consumer Services0.58%
- 💼 Commercial Services0.24%
- 🍞 Consumer Non Durables0.14%
- 🧬 Health Technology0.14%
- 📡 Communications0.13%
- ⚡ Utilities0.12%
- 📊 ETFs0.11%
- 🛠️ Producer Manufacturing0.08%
- 🧪 Process Industries0.06%
- ⛏️ Energy Minerals0.05%
- 🚚 Transportation0.05%
- 📦 Distribution Services0.04%
- 🪨 Non Energy Minerals0.02%
- 🏥 Health Services0.01%
- 🏭 Industrial Services0.01%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency51.07%
- 🇺🇸 Nasdaq13.89%
- 🇺🇸 NYSE3.15%
- 🇭🇰 Hong Kong Exchanges0.08%
- 🇬🇧 LSE0.02%
- 🇫🇷 Euronext Paris0.01%
- 🇺🇸 Chicago Board Options Exchange0.01%
- 🇩🇪 FRA0.01%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States15.5%
- 🇨🇳 China0.35%
- 🇯🇵 Japan0.28%
- 🇸🇬 Singapore0.23%
- 🇹🇼 Taiwan0.22%
- 🇨🇦 Canada0.18%
- 🇺🇾 Uruguay0.08%
- 🇳🇱 Netherlands0.07%
- 🇨🇭 Switzerland0.05%
- 🇮🇪 Ireland0.05%
- 🇩🇪 Germany0.01%
- 🇬🇧 United Kingdom0.01%
- 🇭🇰 Hong Kong0.01%
- 🇰🇷 South Korea0%
- 🇫🇷 France0%
- 🇧🇷 Brazil0%
- 🇮🇱 Israel0%
- 🇷🇺 Russia0%
Dividends
Dividend Yield
0.09%
132 out of 208 instruments pay dividend.
51 dividend payments in the next 30 days.
Highest Dividend: $NVTKL.L (109.46%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 META | 0.01% | 0.29% | $1 |
 AAPL | 0% | 0.49% | $0.97 |
 MSFT | 0% | 0.69% | $3 |
 TSM | 0% | 1.1% | $1.74 |
 VZ | 0% | 6.18% | $2.66 |
 GOOG | 0% | 0.46% | $0.2 |
 AVGO | 0% | 0.9% | $19.7 |
 TXN | 0% | 2.79% | $5.14 |
 QCOM | 0% | 2.3% | $3.25 |
 NTES | 0% | 2.19% | $2.58 |
 CSCO | 0% | 2.46% | $1.58 |
 NTDOY | 0% | 0.85% | $0.24 |
 JPM | 0% | 2% | $4.4 |
 TM | 0% | 3.12% | $4.64 |
 INTC | 0% | 2.47% | $0.5 |
 BABA | 0% | 0.87% | $0.98 |
 O | 0% | 5.67% | $3.09 |
 ORI | 0% | 2.98% | $1.02 |
 TGT | 0% | 4.63% | $4.42 |
 CNQ | 0% | 4.99% | $1.48 |
 V | 0% | 0.62% | $2.01 |
 NVDA | 0% | 0.03% | $0.02 |
 TU | 0% | 6.86% | $1.11 |
 GOOGL | 0% | 0.47% | $0.2 |
 TMUS | 0% | 1.34% | $1.95 |
 IBM | 0% | 2.49% | $6.65 |
 TROW | 0% | 5.37% | $4.92 |
 XLE | 0% | 3.5% | - |
 JOYY | 0% | 1.94% | $0.71 |
 ESS | 0% | 3.62% | $9.52 |
 NNN | 0% | 5.58% | $2.26 |
 MA | 0% | 0.48% | $2.46 |
 EVRG | 0% | 4.07% | $2.54 |
 DIS | 0% | 0.88% | $0.75 |
 RTX | 0% | 1.85% | $2.44 |
 KMB | 0% | 3.71% | $4.8 |
 HON | 0% | 1.96% | $4.27 |
 ABT | 0% | 1.71% | $2.16 |
 PRGO | 0% | 4.35% | $1.1 |
 LOGI | 0% | 1.54% | $1.18 |
 MCD | 0% | 2.28% | $6.53 |
 SO | 0% | 3.29% | $2.82 |
 LNT | 0% | 3.27% | $1.87 |
 ORCL | 0% | 0.98% | $1.6 |
 PEP | 0% | 4.23% | $5.15 |
 VOW3.DE | 0% | 6.94% | $9.06 |
 ABR | 0% | 15.58% | $1.72 |
 LOW | 0% | 2.07% | $4.45 |
 WBA | 0% | 8.9% | $1.46 |
 PG | 0% | 2.49% | $3.83 |
 SCHD | 0% | 4.03% | - |
 JNJ | 0% | 3.25% | $4.81 |
 KO | 0% | 2.8% | $1.89 |
 XEL | 0% | 3.27% | $2.13 |
 CFR | 0% | 3.01% | $3.68 |
 LMT | 0% | 2.73% | $12.45 |
 CVX | 0% | 4.78% | $6.28 |
 DLB | 0% | 1.73% | $1.17 |
 APD | 0% | 2.56% | $7.04 |
 SJM | 0% | 3.92% | $4.24 |
 CAT | 0% | 1.6% | $5.31 |
 XOM | 0% | 3.77% | $3.76 |
 NEE | 0% | 3.01% | $1.97 |
 ATO | 0% | 2.25% | $3.16 |
 CL | 0% | 2.24% | $1.96 |
 LHX | 0% | 1.94% | $4.6 |
 CAH | 0% | 1.32% | $2.01 |
 F | 0% | 7.32% | $0.78 |
 SBUX | 0% | 2.7% | $2.24 |
 VTV | 0% | 2.35% | - |
 GD | 0% | 2.12% | $5.48 |
 NOC | 0% | 1.74% | $7.67 |
 00257.HK | 0% | 6.06% | $0.22 |
 HST | 0% | 5.1% | $0.78 |
 BKNG | 0% | 0.65% | $17.5 |
 ASML | 0% | 0.78% | $5.57 |
 EA | 0% | 0.51% | $0.76 |
 CSL | 0% | 1.06% | $3.4 |
 LUV | 0% | 2.17% | $0.72 |
 NKE | 0% | 2.52% | $1.45 |
 SHW | 0% | 0.84% | $2.64 |
 RYAAY | 0% | 1.48% | $0.93 |
 BX | 0% | 2.89% | $3.36 |
 SONY | 0% | 0.37% | $0.49 |
 VXUS | 0% | 3.05% | - |
 SPGI | 0% | 0.72% | $3.62 |
 HD | 0% | 2.48% | $8.52 |
 XLF | 0% | 1.46% | - |
 ABBV | 0% | 3.36% | $6.06 |
 VNQ | 0% | 4.06% | - |
 B | 0% | 1.95% | $0.4 |
 MU | 0% | 0.42% | $0.46 |
 BLK | 0% | 2.09% | $20.2 |
 LDOS | 0% | 1.07% | $1.5 |
 AMT | 0% | 3.12% | $6.56 |
 EZJ.L | 0% | 2.08% | $0.05 |
 WY | 0% | 3.04% | $0.78 |
 VALE | 0% | 7.9% | $1.33 |
 QFIN | 0% | 3.06% | $1.06 |
 WDC | 0% | 0.18% | - |
 9988.HK | 0% | 0.89% | $0.98 |
 0700.HK | 0% | 0.88% | $3.4 |
 GS | 0% | 1.96% | $11 |
 JD.US | 0% | 2.98% | $0.74 |
 TMO | 0% | 0.41% | $1.48 |
 CRM | 0% | 0.59% | $0.4 |
 UPS | 0% | 6.68% | $6.5 |
 AIR.PA | 0% | 1.21% | $1.8 |
 GRMN | 0% | 1.74% | $3.71 |
 INDA | 0% | 0.74% | - |
 TROX | 0% | 8.56% | $0.5 |
 SMSN.L | 0% | 2.2% | $23.68 |
 HAS | 0% | 4.24% | $2.8 |
 JKS | 0% | 15.97% | $1.48 |
 COST | 0% | 0.47% | $19.22 |
 BCC | 0% | 0.97% | $0.8 |
 MTCH | 0% | 1.8% | - |
 MBG.DE | 0% | 8.36% | $5.3 |
 UI | 0% | 0.59% | $2.4 |
 ULVR.L | 0% | 3.25% | $1.47 |
 SPY | 0% | 1.29% | - |
 TT | 0% | 0.83% | $3.27 |
 MC.PA | 0% | 2.76% | $13 |
 ETN | 0% | 1.17% | $3.6 |
 NUE | 0% | 1.79% | $2.13 |
 NVTKL.L | 0% | 109.46% | - |
 INTU | 0% | 0.54% | $3.6 |
 CSX | 0% | 1.55% | $0.46 |
 QCLN | 0% | 1.14% | - |
 WAB | 0% | 0.44% | $0.74 |
 LIT | 0% | 1.03% | - |
 TER | 0% | 0.56% | $0.46 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
GOOG | Ex-Dividend | Jun 9, 2025 | $0.21 |
ATO | Pay Day | Jun 9, 2025 | $0.87 |
GOOGL | Ex-Dividend | Jun 9, 2025 | $0.21 |
CVX | Pay Day | Jun 10, 2025 | $1.71 |
IBM | Pay Day | Jun 10, 2025 | $1.68 |
JNJ | Pay Day | Jun 10, 2025 | $1.30 |
XOM | Pay Day | Jun 10, 2025 | $0.99 |
TU | Ex-Dividend | Jun 10, 2025 | $0.30 |
WAB | Pay Day | Jun 10, 2025 | $0.25 |
NVDA | Ex-Dividend | Jun 11, 2025 | $0.01 |
SPGI | Pay Day | Jun 11, 2025 | $0.96 |
9988.HK | Ex-Dividend | Jun 11, 2025 | $0.25 |
MSFT | Pay Day | Jun 12, 2025 | $0.83 |
RTX | Pay Day | Jun 12, 2025 | $0.68 |
BABA | Ex-Dividend | Jun 12, 2025 | $0.95 |
TSM | Ex-Dividend | Jun 12, 2025 | $0.68 |
KO | Ex-Dividend | Jun 13, 2025 | $0.51 |
NTES | Pay Day | Jun 13, 2025 | $0.68 |
TMO | Ex-Dividend | Jun 13, 2025 | $0.43 |
CSX | Pay Day | Jun 13, 2025 | $0.13 |
XEL | Ex-Dividend | Jun 13, 2025 | $0.57 |
WY | Pay Day | Jun 13, 2025 | $0.21 |
AMT | Ex-Dividend | Jun 13, 2025 | $1.70 |
TROW | Ex-Dividend | Jun 13, 2025 | $1.27 |
ULVR.L | Pay Day | Jun 13, 2025 | $0.52 |
O | Pay Day | Jun 13, 2025 | $0.27 |
TER | Pay Day | Jun 13, 2025 | $0.12 |
CFR | Pay Day | Jun 13, 2025 | $1.00 |
GOOG | Pay Day | Jun 16, 2025 | $0.21 |
META | Ex-Dividend | Jun 16, 2025 | $0.52 |
MCD | Pay Day | Jun 16, 2025 | $1.77 |
NEE | Pay Day | Jun 16, 2025 | $0.57 |
ORI | Pay Day | Jun 16, 2025 | $0.29 |
LDOS | Ex-Dividend | Jun 16, 2025 | $0.40 |
B | Pay Day | Jun 16, 2025 | $0.10 |
GRMN | Ex-Dividend | Jun 16, 2025 | $0.90 |
GOOGL | Pay Day | Jun 16, 2025 | $0.21 |
PRGO | Pay Day | Jun 17, 2025 | $0.29 |
HD | Pay Day | Jun 18, 2025 | $2.30 |
EA | Pay Day | Jun 18, 2025 | $0.19 |
WDC | Pay Day | Jun 18, 2025 | $0.10 |
NOC | Pay Day | Jun 18, 2025 | $2.31 |
LUV | Ex-Dividend | Jun 18, 2025 | $0.18 |
LHX | Pay Day | Jun 18, 2025 | $1.20 |
BCC | Pay Day | Jun 18, 2025 | $0.21 |
AVGO | Ex-Dividend | Jun 20, 2025 | $0.59 |
EVRG | Pay Day | Jun 20, 2025 | $0.67 |
BLK | Pay Day | Jun 23, 2025 | $5.21 |
JOYY | Ex-Dividend | Jun 23, 2025 | $0.94 |
DIS | Ex-Dividend | Jun 24, 2025 | $0.50 |
META | Pay Day | Jun 26, 2025 | $0.52 |
QCOM | Pay Day | Jun 26, 2025 | $0.89 |
LMT | Pay Day | Jun 27, 2025 | $3.30 |
GS | Pay Day | Jun 27, 2025 | $3.00 |
TROW | Pay Day | Jun 27, 2025 | $1.27 |
GRMN | Pay Day | Jun 27, 2025 | $0.90 |
PEP | Pay Day | Jun 30, 2025 | $1.42 |
BKNG | Pay Day | Jun 30, 2025 | $9.60 |
LDOS | Pay Day | Jun 30, 2025 | $0.40 |
TT | Pay Day | Jun 30, 2025 | $0.94 |
AVGO | Pay Day | Jun 30, 2025 | $0.59 |
ESS | Ex-Dividend | Jun 30, 2025 | $2.57 |
KO | Pay Day | Jul 1, 2025 | $0.51 |
NKE | Pay Day | Jul 1, 2025 | $0.40 |
CAH | Ex-Dividend | Jul 1, 2025 | $0.51 |
APD | Ex-Dividend | Jul 1, 2025 | $1.79 |
KMB | Pay Day | Jul 2, 2025 | $1.26 |
00257.HK | Pay Day | Jul 2, 2025 | $0.01 |
TU | Pay Day | Jul 2, 2025 | $0.30 |
TROX | Pay Day | Jul 2, 2025 | $0.12 |
CSCO | Ex-Dividend | Jul 3, 2025 | $0.41 |
JPM | Ex-Dividend | Jul 3, 2025 | $1.40 |
NVDA | Pay Day | Jul 3, 2025 | $0.01 |
GD | Ex-Dividend | Jul 3, 2025 | $1.50 |
MTCH | Ex-Dividend | Jul 3, 2025 | $0.19 |
9988.HK | Pay Day | Jul 3, 2025 | $0.25 |
JOYY | Pay Day | Jul 3, 2025 | $0.94 |
LUV | Pay Day | Jul 9, 2025 | $0.18 |
BABA | Pay Day | Jul 10, 2025 | $0.95 |
INTU | Ex-Dividend | Jul 10, 2025 | $1.04 |
TSM | Pay Day | Jul 10, 2025 | $0.68 |
AMT | Pay Day | Jul 11, 2025 | $1.70 |
CAH | Pay Day | Jul 15, 2025 | $0.51 |
TMO | Pay Day | Jul 15, 2025 | $0.43 |
ESS | Pay Day | Jul 15, 2025 | $2.57 |
INTU | Pay Day | Jul 18, 2025 | $1.04 |
MTCH | Pay Day | Jul 18, 2025 | $0.19 |
XEL | Pay Day | Jul 20, 2025 | $0.57 |
CSCO | Pay Day | Jul 23, 2025 | $0.41 |
DIS | Pay Day | Jul 23, 2025 | $0.50 |
LOW | Ex-Dividend | Jul 23, 2025 | $1.20 |
JPM | Pay Day | Jul 31, 2025 | $1.40 |
LOW | Pay Day | Aug 6, 2025 | $1.20 |
GD | Pay Day | Aug 8, 2025 | $1.50 |
APD | Pay Day | Aug 11, 2025 | $1.79 |
TMUS | Ex-Dividend | Aug 29, 2025 | $0.88 |
TMUS | Pay Day | Sep 11, 2025 | $0.88 |
INDA | Pay Day | Dec 20, 2025 | $0.00 |
Performance Metrics
Score 6.5/10
Beta
1.74
1.74
0
0.8
1.2
0
2
Sharpe Ratio
0.68
0.68
0
0.5
1
1.5
1.5
Sortino Ratio
1.24
1.24
0
1
2
3
3
Jensen's Alpha
18.36
18.36
-2
0
2
19
19
Omega Ratio
1.52
1.52
0
1
1.5
2.5
2.5
Treynor Ratio
1.67
1.67
0
0.75
1.25
2
2
Information Ratio
0.56
0.56
0
0.3
0.6
1
1
Calmar Ratio
0.44
0.44
0
0.3
0.6
1
1
Beta
1.74
1.74
0
0.8
1.2
0
2
Sharpe Ratio
0.68
0.68
0
0.5
1
1.5
1.5
Sortino Ratio
1.24
1.24
0
1
2
3
3
Jensen's Alpha
18.36
18.36
-2
0
2
19
19
Omega Ratio
1.52
1.52
0
1
1.5
2.5
2.5
Treynor Ratio
1.67
1.67
0
0.75
1.25
2
2
Information Ratio
0.56
0.56
0
0.3
0.6
1
1
Calmar Ratio
0.44
0.44
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
36.15
High:
PLTR
523.62PLTRLow:
HUBS
-1,347.22HUBSDetails
PEG Ratio
99.54
High:
KO
10,128.43KOLow:HUBS
-1,619.16HUBSDetails
Price/Book
15.49
High:
ABBV
233.19ABBVLow:
NIO
-139.34NIODetails
Price/Sales
10.48
High:
RGTI
356.61RGTILow:
SPWRQ
-SPWRQDetails
Price/CF
25.25
High:
TTWO
18,296.3TTWOLow:
EZJ.L
2.03EZJ.LDetails
Price/FCF
40.57
High:
NUE
5,649.81NUELow:
UBI.PA
2.14UBI.PADetails
P/E Ratio
36.15
High:PLTR
523.62PLTRLow:HUBS
-1,347.22HUBSDetails
PEG Ratio
99.54
High:KO
10,128.43KOLow:HUBS
-1,619.16HUBSDetails
Price/Book
15.49
High:ABBV
233.19ABBVLow:NIO
-139.34NIODetails
Price/Sales
10.48
High:RGTI
356.61RGTILow:SPWRQ
-SPWRQDetails
Price/CF
25.25
High:TTWO
18,296.3TTWOLow:EZJ.L
2.03EZJ.LDetails
Price/FCF
40.57
High:NUE
5,649.81NUELow:UBI.PA
2.14UBI.PADetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-63.05% | Dec 2021 | - | 43 |
-62.82% | Feb 2018 | Nov 2020 | 33 |
-16.56% | May 2021 | Aug 2021 | 3 |
-9.47% | Sep 2021 | Oct 2021 | 1 |
-8.55% | Sep 2017 | Nov 2017 | 2 |
-4.57% | Jul 2017 | Aug 2017 | 1 |