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+0.3%
This Month
-8.18%
Year To Date
+6.2%
2 Years
+12.44%
5 Years
+579.68%
10 Years
+23.73%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash72.14%
- 🪙 Cryptocurrencies30.55%
- 💻 Electronic Technology12.33%
- 🖥️ Technology Services5.45%
- 🛍️ Retail Trade1.4%
- 🚗 Consumer Durables0.74%
- 💰 Finance0.6%
- 💇♀️ Consumer Services0.3%
- 💼 Commercial Services0.22%
- 📊 ETFs0.13%
- 🍞 Consumer Non Durables0.12%
- 📡 Communications0.1%
- 🛠️ Producer Manufacturing0.09%
- 🧬 Health Technology0.08%
- 📦 Distribution Services0.06%
- 🚚 Transportation0.05%
- ⛏️ Energy Minerals0.04%
- 🪨 Non Energy Minerals0.02%
- 🧩 Miscellaneous0.01%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency30.55%
- 🇺🇸 Nasdaq18.85%
- 🇺🇸 NYSE2.7%
- 🇺🇸 OTC Markets Stock Exchange0.1%
- 🇭🇰 Hong Kong Exchanges0.05%
- 🇬🇧 LSE0.02%
- 🇺🇸 Chicago Board Options Exchange0.01%
- 🇫🇷 Euronext Paris0.01%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States20.59%
- 🇹🇼 Taiwan0.46%
- 🇨🇳 China0.17%
- 🇨🇦 Canada0.17%
- 🇯🇵 Japan0.15%
- 🇮🇪 Ireland0.03%
- 🇬🇧 United Kingdom0.01%
- 🇳🇱 Netherlands0.01%
- 🇷🇺 Russia0%
Dividends
Dividend Yield
0.07%
63 out of 105 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $NVTKL.L (109.46%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 NVDA | 0.01% | 0.13% | $0.02 |
 META | 0.01% | 0.32% | $1 |
 AAPL | 0.01% | 0.32% | $0.97 |
 MSFT | 0% | 0.73% | $3 |
 TSM | 0% | 0.69% | $1.74 |
 VZ | 0% | 5.52% | $2.66 |
 NTDOY | 0% | 2.41% | $0.24 |
 AVGO | 0% | 0.7% | $19.7 |
 GOOG | 0% | 0.25% | $0.2 |
 TXN | 0% | 2.09% | $5.14 |
 JPM | 0% | 1.68% | $4.4 |
 CSCO | 0% | 1.48% | $1.58 |
 V | 0% | 0.7% | $2.01 |
 DIS | 0% | 1.41% | $0.75 |
 TMUS | 0% | 2.24% | $1.95 |
 ORI | 0% | 2.95% | $1.02 |
 GOOGL | 0% | 0.25% | $0.2 |
 TM | 0% | 2.7% | $4.64 |
 BABA | 0% | 0.94% | $0.98 |
 MA | 0% | 0.59% | $2.46 |
 IBM | 0% | 2.77% | $6.65 |
 RTX | 0% | 1.43% | $2.44 |
 PRGO | 0% | 8.49% | $1.1 |
 ORCL | 0% | 1.33% | $1.6 |
 MCD | 0% | 2.91% | $6.53 |
 PEP | 0% | 4.22% | $5.15 |
 PG | 0% | 2.93% | $3.83 |
 KO | 0% | 2.36% | $1.89 |
 JNJ | 0% | 1.97% | $4.81 |
 DLB | 0% | 2.19% | $1.17 |
 LMT | 0% | 2.6% | $12.45 |
 CVX.US | 0% | 3.26% | $6.28 |
 WDC | 0% | 0.11% | - |
 CAT | 0% | 0.75% | $5.31 |
 XOM | 0% | 2.46% | $3.76 |
 SJM | 0% | 3.63% | $4.24 |
 CL | 0% | 2.42% | $1.96 |
 CAH | 0% | 0.87% | $2.01 |
 SBUX | 0% | 2.5% | $2.24 |
 NOC | 0% | 1.81% | $7.67 |
 B | 0% | 2.07% | $0.4 |
 BKNG | 0% | 0.92% | $17.5 |
 BX | 0% | 3.87% | $3.36 |
 NKE | 0% | 4.43% | $1.45 |
 LUV | 0% | 1.83% | $0.72 |
 PYPL | 0% | 0.78% | - |
 ABBV | 0% | 2.66% | $6.06 |
 RYAAY | 0% | 1.31% | $0.93 |
 HD | 0% | 3% | $8.52 |
 MU | 0% | 0.05% | $0.46 |
 BLK | 0% | 2.03% | $20.2 |
 EZJ.L | 0% | 1.98% | $0.05 |
 AIR.PA | 0% | 1.6% | $1.8 |
 GS | 0% | 1.65% | $11 |
 0700.HK | 0% | 1.24% | $3.4 |
 9988.HK | 0% | 0.96% | $0.98 |
 CRM | 0% | 0.69% | $0.4 |
 UI | 0% | 0.57% | $2.4 |
 COST | 0% | 0.61% | $19.22 |
 ULVR.L | 0% | 3.72% | $1.47 |
 TT | 0% | 0.92% | $3.27 |
 SPY | 0% | 0.97% | - |
 NVTKL.L | 0% | 109.46% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 6.1/10
Beta
1.65
1.65
0
0.8
1.2
0
2
Sharpe Ratio
0.61
0.61
0
0.5
1
1.5
1.5
Sortino Ratio
1.1
1.1
0
1
2
3
3
Jensen's Alpha
11.38
11.38
-2
0
2
12
12
Omega Ratio
1.39
1.39
0
1
1.5
2.5
2.5
Treynor Ratio
1.49
1.49
0
0.75
1.25
2
2
Information Ratio
0.43
0.43
0
0.3
0.6
1
1
Calmar Ratio
0.36
0.36
0
0.3
0.6
1
1
Beta
1.65
1.65
0
0.8
1.2
0
2
Sharpe Ratio
0.61
0.61
0
0.5
1
1.5
1.5
Sortino Ratio
1.1
1.1
0
1
2
3
3
Jensen's Alpha
11.38
11.38
-2
0
2
12
12
Omega Ratio
1.39
1.39
0
1
1.5
2.5
2.5
Treynor Ratio
1.49
1.49
0
0.75
1.25
2
2
Information Ratio
0.43
0.43
0
0.3
0.6
1
1
Calmar Ratio
0.36
0.36
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
32.61
High:
DKNG
439.78DKNGLow:
NET
-1,080.95NETDetails
PEG Ratio
107.32
High:CAH
1,770.34CAHLow:
MDB
-1,348.76MDBDetails
Price/Book
15.49
High:CL
509.02CLLow:MCD
-151.69MCDDetails
Price/Sales
12.22
High:
RGTI
553.93RGTILow:CAH
0.22CAHDetails
Price/CF
27.5
High:
PLTR
138.09PLTRLow:EZJ.L
1.76EZJ.LDetails
Price/FCF
45.5
High:TXN
4,155.74TXNLow:GS
2.44GSDetails
P/E Ratio
32.61
High:DKNG
439.78DKNGLow:NET
-1,080.95NETDetails
PEG Ratio
107.32
High:CAH
1,770.34CAHLow:MDB
-1,348.76MDBDetails
Price/Book
15.49
High:CL
509.02CLLow:MCD
-151.69MCDDetails
Price/Sales
12.22
High:RGTI
553.93RGTILow:CAH
0.22CAHDetails
Price/CF
27.5
High:PLTR
138.09PLTRLow:EZJ.L
1.76EZJ.LDetails
Price/FCF
45.5
High:TXN
4,155.74TXNLow:GS
2.44GSDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-63.05% | Dec 2021 | Jul 2025 | 43 |
-62.82% | Feb 2018 | Nov 2020 | 33 |
-30.18% | Oct 2025 | - | 12 |
-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 |