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-2.13%
This Month
+8.91%
Year To Date
+22.44%
2 Years
-40.56%
5 Years
+120.93%
10 Years
+10.3%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🧩 Miscellaneous57.4%
- 🪙 Cryptocurrencies21.11%
- 💵 Cash9.42%
- 💰 Finance3.27%
- 📊 ETFs2.23%
- 🍞 Consumer Non Durables1.43%
- 🚚 Transportation1.23%
- 🏭 Industrial Services1.23%
- ❓ Other0.84%
- 🖥️ Technology Services0.72%
- 🚗 Consumer Durables0.61%
- 💇♀️ Consumer Services0.52%
- 💻 Electronic Technology0.1%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE41.67%
- 🇺🇸 Nasdaq27.33%
- 🌍 Digital Currency21.11%
- 🇬🇧 LSE0.56%
- 🇺🇸 OTC Markets Stock Exchange0.01%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States6.15%
- 🇸🇬 Singapore1.23%
- 🇮🇹 Italy0.61%
- 🇬🇧 United Kingdom0.56%
- 🇮🇱 Israel0.38%
- 🇮🇳 India0.19%
Dividends
Dividend Yield
1%
15 out of 38 instruments pay dividend.
2 dividend payments in the next 30 days.
Highest Dividend: $HTZWW (57.08%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 SPY | 0.24% | 0.97% | - |
 STWD | 0.23% | 15.26% | $1.92 |
 DIA.US | 0.15% | 1.35% | - |
 QQQ | 0.08% | 0.4% | - |
 AGNC | 0.07% | 16.29% | $1.44 |
 PHP.L | 0.05% | 9.51% | $0.06 |
 KHC | 0.04% | 6.45% | $1.6 |
 O | 0.04% | 5.7% | $3.09 |
 NKE | 0.03% | 4.4% | $1.45 |
 OTIS | 0.02% | 2.29% | $1.41 |
 MCD | 0.02% | 3.02% | $6.53 |
 GIS | 0.01% | 7.1% | $2.36 |
 HTZWW | 0.01% | 57.08% | $0.53 |
 RACE | 0.01% | 1.05% | $2.64 |
 LAND | 0.01% | 6.32% | $0.56 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
AGNC | Ex-Dividend | Oct 30, 2026 | $0.12 |
O | Ex-Dividend | Oct 30, 2026 | $0.27 |
LAND | Pay Day | Oct 30, 2026 | $0.05 |
GIS | Pay Day | Nov 2, 2026 | $0.61 |
OTIS | Ex-Dividend | Nov 14, 2026 | $0.44 |
LAND | Ex-Dividend | Nov 23, 2026 | $0.05 |
MCD | Ex-Dividend | Dec 1, 2026 | $1.86 |
NKE | Ex-Dividend | Dec 1, 2026 | $0.41 |
KHC | Ex-Dividend | Dec 4, 2026 | $0.40 |
STWD | Ex-Dividend | Dec 30, 2026 | $0.48 |
GIS | Ex-Dividend | Jan 13, 2027 | $0.61 |
RACE | Ex-Dividend | Apr 21, 2027 | $4.27 |
Performance Metrics
Score 6/10
Beta
1.36
1.36
0
0.8
1.2
0
2
Sharpe Ratio
0.4
0.4
0
0.5
1
1.5
1.5
Sortino Ratio
0.93
0.93
0
1
2
3
3
Jensen's Alpha
20.67
20.67
-2
0
2
21
21
Omega Ratio
1.37
1.37
0
1
1.5
2.5
2.5
Treynor Ratio
2.1
2.1
0
0.75
1.25
3
3
Information Ratio
0.28
0.28
0
0.3
0.6
1
1
Calmar Ratio
0.14
0.14
0
0.3
0.6
1
1
Beta
1.36
1.36
0
0.8
1.2
0
2
Sharpe Ratio
0.4
0.4
0
0.5
1
1.5
1.5
Sortino Ratio
0.93
0.93
0
1
2
3
3
Jensen's Alpha
20.67
20.67
-2
0
2
21
21
Omega Ratio
1.37
1.37
0
1
1.5
2.5
2.5
Treynor Ratio
2.1
2.1
0
0.75
1.25
3
3
Information Ratio
0.28
0.28
0
0.3
0.6
1
1
Calmar Ratio
0.14
0.14
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
30.63
High:AGNC
569.87AGNCLow:
SNAP
-30.16SNAPDetails
PEG Ratio
2.14
High:OTIS
6.15OTISLow:
GRAB
0.05GRABDetails
Price/Book
3.16
High:RACE
16.13RACELow:MCD
-161.19MCDDetails
Price/Sales
2.69
High:
AXON
10.56AXONLow:
HTZ
0.08HTZDetails
Price/CF
15.72
High:GRAB
194.01GRABLow:HTZ
0.66HTZDetails
Price/FCF
51.73
High:GRAB
1,625.54GRABLow:HTZ
0.31HTZDetails
P/E Ratio
30.63
High:AGNC
569.87AGNCLow:SNAP
-30.16SNAPDetails
PEG Ratio
2.14
High:OTIS
6.15OTISLow:GRAB
0.05GRABDetails
Price/Book
3.16
High:RACE
16.13RACELow:MCD
-161.19MCDDetails
Price/Sales
2.69
High:AXON
10.56AXONLow:HTZ
0.08HTZDetails
Price/CF
15.72
High:GRAB
194.01GRABLow:HTZ
0.66HTZDetails
Price/FCF
51.73
High:GRAB
1,625.54GRABLow:HTZ
0.31HTZDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-72.53% | Jul 2021 | - | 64 |
-56.43% | Sep 2018 | Nov 2020 | 26 |
-1.95% | Dec 2020 | Jan 2021 | 1 |