Loading...
-0.09%
This Month
-2.56%
Year To Date
+31%
2 Years
+32.86%
5 Years
+85.78%
10 Years
+11.92%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies22.73%
- 💰 Finance19.29%
- 💵 Cash18.97%
- 🖥️ Technology Services14.21%
- 💻 Electronic Technology10.17%
- 📊 ETFs4.84%
- 🛍️ Retail Trade2.32%
- 🧬 Health Technology2.25%
- 💹 Forex1.39%
- 🏭 Industrial Services1.33%
- ⚡ Utilities1.13%
- 🛠️ Producer Manufacturing0.99%
- 🚗 Consumer Durables0.47%
- 💇♀️ Consumer Services0.42%
- 🧪 Process Industries0.12%
- 🧩 Miscellaneous0.11%
- 💼 Commercial Services0.09%
- 🏥 Health Services0.08%
- 🍞 Consumer Non Durables0.06%
- 🚚 Transportation0.05%
- ⛏️ Energy Minerals0.03%
- 📡 Communications0.03%
- 📦 Distribution Services0.02%
- 🪨 Non Energy Minerals0.02%
- ❓ Other0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE31%
- 🇺🇸 Nasdaq25.4%
- 🌍 Digital Currency22.73%
- 🌍 FX1.39%
- 🇭🇰 Hong Kong Exchanges0.95%
- 🇩🇪 FRA0.16%
- 🇪🇸 Bolsa De Madrid0.12%
- 🇬🇧 LSE0.12%
- 🇫🇷 Euronext Paris0.09%
- 🇩🇪 Xetra ETFs0.06%
- 🇺🇸 Chicago Board Options Exchange0.06%
- 🇳🇱 Euronext Amsterdam0.02%
- 🇨🇭 SIX0.02%
- 🇮🇹 Borsa Italiana0.02%
- 🇩🇰 Copenhagen Stock Exchange0%
- 🇸🇪 Stockholm Stock Exchange0%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States47.56%
- 🇨🇳 China2.07%
- 🇨🇦 Canada1.31%
- 🇹🇼 Taiwan0.51%
- 🇸🇬 Singapore0.25%
- 🇳🇱 Netherlands0.22%
- 🇯🇵 Japan0.2%
- 🇩🇪 Germany0.17%
- 🇬🇧 United Kingdom0.16%
- 🇪🇸 Spain0.12%
- 🇮🇱 Israel0.12%
- 🇮🇪 Ireland0.1%
- 🇫🇷 France0.08%
- 🇱🇺 Luxembourg0.08%
- 🇺🇾 Uruguay0.08%
- 🇨🇭 Switzerland0.06%
- 🇭🇰 Hong Kong0.03%
- 🇩🇰 Denmark0.02%
- 🇮🇹 Italy0.02%
- 🇰🇷 South Korea0.01%
- 🇰🇾 Cayman Islands0%
- 🇸🇪 Sweden0%
Dividends
Dividend Yield
1%
137 out of 310 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $CALM (8.98%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 IRM | 0.36% | 3.06% | $2.6 |
 OHI | 0.2% | 5.66% | $2.68 |
 O | 0.18% | 4.92% | $3.09 |
 ENB | 0.06% | 5.11% | $2.66 |
 QCOM | 0.06% | 2.58% | $3.25 |
 MRK | 0.06% | 2.81% | $3.04 |
 MSFT | 0.01% | 0.86% | $3 |
 NTES | 0% | 2.53% | $2.58 |
 TXN | 0% | 2.77% | $5.14 |
 2318.HK | 0% | 4.38% | $2.63 |
 TSM | 0% | 0.78% | $1.74 |
 ENGI.PA | 0% | 5.45% | $1.43 |
 BABA | 0% | 0.79% | $0.98 |
 AAPL | 0% | 0.4% | $0.97 |
 0700.HK | 0% | 0.9% | $3.4 |
 NEE | 0% | 2.52% | $1.97 |
 META | 0% | 0.32% | $1 |
 GOOG | 0% | 0.28% | $0.2 |
 DUK | 0% | 3.23% | $4.1 |
 AEP | 0% | 2.84% | $3.47 |
 EXC | 0% | 3.3% | $1.48 |
 SO | 0% | 3.06% | $2.82 |
 IBE.MC | 0% | 2.75% | $0.45 |
 1398.HK | 0% | 5.28% | $0.33 |
 PEG | 0% | 3.05% | $2.34 |
 CALM | 0% | 8.98% | $1.87 |
 LNT | 0% | 2.87% | $1.87 |
 SSE.L | 0% | 2.41% | $0.6 |
 ORCL | 0% | 1.31% | $1.6 |
 RWE.DE | 0% | 2.05% | $1 |
 AVGO | 0% | 0.71% | $19.7 |
 ETR | 0% | 2.34% | $4.46 |
 JD.US | 0% | 3.93% | $0.74 |
 3888.HK | 0% | 0.62% | $0.14 |
 GOOGL | 0% | 0.28% | $0.2 |
 SWKS | 0% | 5.04% | $2.72 |
 ASML | 0% | 0.54% | $5.57 |
 UNH | 0% | 3.04% | $7.74 |
 SONY | 0% | 0.48% | $0.49 |
 CRM | 0% | 0.87% | $0.4 |
 AMAT | 0% | 0.51% | $1.44 |
 DIS | 0% | 1.46% | $0.75 |
 ANE.MC | 0% | 1.71% | $0.39 |
 LRCX | 0% | 0.46% | $8 |
 JPM | 0% | 1.95% | $4.4 |
 P911.DE | 0% | 5.84% | $2.31 |
 00175.HK | 0% | 2.17% | $0.22 |
 NVO | 0% | 3.45% | $0.98 |
 C | 0% | 2.14% | $2.12 |
 MRVL | 0% | 0.3% | $0.24 |
 NVDA | 0% | 0.02% | $0.02 |
 AXP | 0% | 1.1% | $2.6 |
 9988.HK | 0% | 0.81% | $0.98 |
 PYPL | 0% | 0.6% | - |
 VST | 0% | 0.56% | $0.85 |
 STX.US | 0% | 0.77% | $2.8 |
 NKE | 0% | 2.75% | $1.45 |
 XOM | 0% | 2.69% | $3.76 |
 ORA.US | 0% | 0.45% | $0.48 |
 CVX | 0% | 3.71% | $6.28 |
 NTAP | 0% | 2.11% | $2.02 |
 ENR.DE | 0% | 0.43% | - |
 PEP | 0% | 3.49% | $5.15 |
 ABBN.ZU | 0% | 1.38% | $0.87 |
 BKNG | 0% | 0.93% | $17.5 |
 MU | 0% | 0.11% | $0.46 |
 CSCO | 0% | 2.05% | $1.58 |
 HPE | 0% | 2.48% | $0.51 |
 AMGN | 0% | 2.57% | $8.76 |
 AZN | 0% | 1.57% | $1.42 |
 CMCSA | 0% | 4.14% | $1.2 |
 VRT | 0% | 0.07% | $0.06 |
 WM | 0% | 1.4% | $2.9 |
 TMUS | 0% | 1.76% | $1.95 |
 ASML.NV | 0% | 0.62% | $6.1 |
 GILD | 0% | 2.16% | $3.04 |
 SNY | 0% | 3.46% | $1.48 |
 PRY.MI | 0% | 0.87% | $0.7 |
 ETN | 0% | 1.19% | $3.6 |
 IBM | 0% | 2.7% | $6.65 |
 CEG | 0% | 0.49% | - |
 VIE.PA | 0% | 4.44% | $1.25 |
 GAW.L | 0% | 2.8% | $5.5 |
 KLAC | 0% | 0.52% | $5.65 |
 DELL | 0% | 1.5% | $1.63 |
 FRT | 0% | 4.11% | $4.36 |
 SBUX | 0% | 2.55% | $2.24 |
 ADP | 0% | 3% | $5.45 |
 NEX.PA | 0% | 2.07% | $2.3 |
 HON | 0% | 1.9% | $4.27 |
 FANG | 0% | 2.33% | $9.26 |
 TT | 0% | 0.88% | $3.27 |
 MA | 0% | 0.62% | $2.46 |
 WDC | 0% | 0.17% | - |
 PNW | 0% | 3.55% | $3.51 |
 LAND | 0% | 4.66% | $0.56 |
 VRSN | 0% | 1.32% | - |
 INTU | 0% | 1.06% | $3.6 |
 SU.PA | 0% | 1.51% | $3.5 |
 SMSN.L | 0% | 0.66% | $23.68 |
 AIR.PA | 0% | 1.11% | $1.8 |
 UI | 0% | 0.38% | $2.4 |
 PFE | 0% | 6.48% | $1.66 |
 BEPC | 0% | 3.7% | - |
 HST | 0% | 4% | $0.78 |
 SIE.DE | 0% | 2.32% | $4.7 |
 LMT | 0% | 2.03% | $12.45 |
 ADM | 0% | 3.06% | $1.9 |
 KO | 0% | 2.64% | $1.89 |
 GD | 0% | 1.65% | $5.48 |
 NOC | 0% | 1.23% | $7.67 |
 ROCKB.CO | 0% | 3.25% | $43 |
 CARR | 0% | 1.5% | $0.76 |
 CSX | 0% | 1.26% | $0.46 |
 FCX | 0% | 0.92% | $0.6 |
 EQT | 0% | 1.05% | $0.62 |
 TPL | 0% | 0.41% | $4.5 |
 BOL.ST | 0% | 1.64% | $7.5 |
 V | 0% | 0.78% | $2.01 |
 CTAS | 0% | 0.87% | $5.4 |
 VRSK | 0% | 0.87% | $1.46 |
 MAR | 0% | 0.8% | $2.19 |
 REGN | 0% | 0.46% | - |
 GRMN | 0% | 0.36% | $3.71 |
 WAB | 0% | 0.41% | $0.74 |
 PHIA.NV | 0% | -3.24% | - |
 COST | 0% | -0.52% | $-19.22 |
 SCCO | 0% | -1.61% | $-3.76 |
 DNUT | 0% | -0.95% | $-0.14 |
 LIN | 0% | -1.23% | $-5.33 |
 GEV | 0% | -0.18% | - |
 EQIX | 0% | -2% | $-16.19 |
 TROW | 0% | -5.59% | $-4.92 |
 ARCC | 0% | -10.04% | $-1.62 |
 SLRC | 0% | -11.12% | - |
 TRIN | 0% | -13.5% | $-2.01 |
 AGNC | 0% | -13.13% | $-1.44 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 3.7/10
Beta
1.16
1.16
0
0.8
1.2
0
2
Sharpe Ratio
0.47
0.47
0
0.5
1
1.5
1.5
Sortino Ratio
0.73
0.73
0
1
2
3
3
Jensen's Alpha
-4.45
-4.45
-5
0
2
4.5
4.5
Omega Ratio
0.88
0.88
0
1
1.5
2.5
2.5
Treynor Ratio
0.75
0.75
0
0.75
1.25
2
2
Information Ratio
-0.17
-0.17
-1
0.3
0.6
1
1
Calmar Ratio
0.29
0.29
0
0.3
0.6
1
1
Beta
1.16
1.16
0
0.8
1.2
0
2
Sharpe Ratio
0.47
0.47
0
0.5
1
1.5
1.5
Sortino Ratio
0.73
0.73
0
1
2
3
3
Jensen's Alpha
-4.45
-4.45
-5
0
2
4.5
4.5
Omega Ratio
0.88
0.88
0
1
1.5
2.5
2.5
Treynor Ratio
0.75
0.75
0
0.75
1.25
2
2
Information Ratio
-0.17
-0.17
-1
0.3
0.6
1
1
Calmar Ratio
0.29
0.29
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
34.49
High:
CWST
757.49CWSTLow:
DKNG
-647.07DKNGDetails
PEG Ratio
107.42
High:TMUS
7,679TMUSLow:LAND
-4,853.59LANDDetails
Price/Book
10.38
High:STX.US
178.2STX.USLow:
ORLY
-103.97ORLYDetails
Price/Sales
8.87
High:
CRSP
1,628.53CRSPLow:
BOXL
0.01BOXLDetails
Price/CF
26.72
High:
MSTR
7,511.07MSTRLow:2318.HK
1.242318.HKDetails
Price/FCF
59.75
High:PEP
5,797.72PEPLow:2318.HK
1.382318.HKDetails
P/E Ratio
34.49
High:CWST
757.49CWSTLow:DKNG
-647.07DKNGDetails
PEG Ratio
107.42
High:TMUS
7,679TMUSLow:LAND
-4,853.59LANDDetails
Price/Book
10.38
High:STX.US
178.2STX.USLow:ORLY
-103.97ORLYDetails
Price/Sales
8.87
High:CRSP
1,628.53CRSPLow:BOXL
0.01BOXLDetails
Price/CF
26.72
High:MSTR
7,511.07MSTRLow:2318.HK
1.242318.HKDetails
Price/FCF
59.75
High:PEP
5,797.72PEPLow:2318.HK
1.382318.HKDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-39.56% | Nov 2021 | Nov 2024 | 36 |
-14.43% | Nov 2025 | - | 5 |
-13.17% | Dec 2024 | Jun 2025 | 6 |
-11.12% | May 2021 | Oct 2021 | 5 |
-3.74% | Sep 2020 | Nov 2020 | 2 |