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+9.45%
This Month
+4.07%
Year To Date
+50.25%
2 Years
+30.74%
5 Years
+98.43%
10 Years
+13.06%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies24.19%
- 💰 Finance18.9%
- 💵 Cash18.71%
- 🖥️ Technology Services14.11%
- 💻 Electronic Technology11.19%
- 📊 ETFs5.04%
- 🛍️ Retail Trade2.35%
- 🧬 Health Technology2.04%
- 💹 Forex1.47%
- 🏭 Industrial Services1.18%
- 🛠️ Producer Manufacturing1.08%
- ⚡ Utilities1.03%
- 🚗 Consumer Durables0.45%
- 💇♀️ Consumer Services0.41%
- 🧩 Miscellaneous0.11%
- 🏥 Health Services0.09%
- 💼 Commercial Services0.08%
- 🧪 Process Industries0.05%
- ⛏️ Energy Minerals0.04%
- 🍞 Consumer Non Durables0.04%
- 🪨 Non Energy Minerals0.01%
- 📈 Indexes0%
- ❓ Other0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE30.36%
- 🇺🇸 Nasdaq26.29%
- 🌍 Digital Currency24.19%
- 🌍 FX1.47%
- 🇭🇰 Hong Kong Exchanges0.89%
- 🇩🇪 FRA0.16%
- 🇬🇧 LSE0.13%
- 🇪🇸 Bolsa De Madrid0.12%
- 🇫🇷 Euronext Paris0.08%
- 🇩🇪 Xetra ETFs0.06%
- 🇳🇱 Euronext Amsterdam0.02%
- 🇨🇭 SIX0.02%
- 🇮🇹 Borsa Italiana0.02%
- 🇺🇸 Chicago Board Options Exchange0.02%
- 🇩🇰 Copenhagen Stock Exchange0.01%
- 🇸🇪 Stockholm Stock Exchange0%
- 🇦🇺 Sydney0%
- 🌍 CFD0%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States47.73%
- 🇨🇳 China1.94%
- 🇨🇦 Canada1.21%
- 🇹🇼 Taiwan0.52%
- 🇳🇱 Netherlands0.23%
- 🇸🇬 Singapore0.23%
- 🇯🇵 Japan0.18%
- 🇩🇪 Germany0.17%
- 🇬🇧 United Kingdom0.14%
- 🇪🇸 Spain0.12%
- 🇮🇱 Israel0.11%
- 🇮🇪 Ireland0.1%
- 🇺🇾 Uruguay0.09%
- 🇫🇷 France0.08%
- 🇱🇺 Luxembourg0.07%
- 🇨🇭 Switzerland0.07%
- 🇭🇰 Hong Kong0.04%
- 🇩🇰 Denmark0.02%
- 🇮🇹 Italy0.02%
- 🇰🇷 South Korea0.01%
- 🇰🇾 Cayman Islands0%
- 🇸🇪 Sweden0%
- 🇦🇺 Australia0%
Dividends
Dividend Yield
0.93%
139 out of 321 instruments pay dividend.
25 dividend payments in the next 30 days.
Highest Dividend: $PFE (6.24%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 IRM | 0.33% | 2.74% | $2.6 |
 OHI | 0.18% | 5.76% | $2.68 |
 O | 0.16% | 4.98% | $3.09 |
 ENB | 0.06% | 5.3% | $2.66 |
 QCOM | 0.05% | 2.55% | $3.25 |
 MRK | 0.05% | 2.84% | $3.04 |
 MSFT | 0.01% | 0.85% | $3 |
 NTES | 0% | 2.51% | $2.58 |
 2318.HK | 0% | 4.96% | $2.63 |
 TXN | 0% | 2.38% | $5.14 |
 TSM | 0% | 0.62% | $1.74 |
 ENGI.PA | 0% | 4.78% | $1.43 |
 BABA | 0% | 0.73% | $0.98 |
 0700.HK | 0% | 1.02% | $3.4 |
 AAPL | 0% | 0.38% | $0.97 |
 META | 0% | 0.31% | $1 |
 NEE | 0% | 2.52% | $1.97 |
 GOOG | 0% | 0.25% | $0.2 |
 DUK | 0% | 3.3% | $4.1 |
 AEP | 0% | 2.82% | $3.47 |
 IBE.MC | 0% | 2.77% | $0.45 |
 EXC | 0% | 3.49% | $1.48 |
 1398.HK | 0% | 4.83% | $0.33 |
 SO | 0% | 3.16% | $2.82 |
 SSE.L | 0% | 2.56% | $0.6 |
 PEG | 0% | 3.18% | $2.34 |
 RWE.DE | 0% | 2.1% | $1 |
 LNT | 0% | 2.86% | $1.87 |
 AVGO | 0% | 0.62% | $19.7 |
 ORCL | 0% | 1.01% | $1.6 |
 ETR | 0% | 2.18% | $4.46 |
 JD.US | 0% | 3.12% | $0.74 |
 GOOGL | 0% | 0.25% | $0.2 |
 3888.HK | 0% | 0.52% | $0.14 |
 SWKS | 0% | 4.82% | $2.72 |
 ASML | 0% | 0.51% | $5.57 |
 AMAT | 0% | 0.49% | $1.44 |
 UNH | 0% | 2.72% | $7.74 |
 SONY | 0% | 0.49% | $0.49 |
 CRM | 0% | 0.9% | $0.4 |
 ANE.MC | 0% | 1.64% | $0.39 |
 00175.HK | 0% | 2.08% | $0.22 |
 DIS | 0% | 1.41% | $0.75 |
 JPM | 0% | 1.86% | $4.4 |
 LRCX | 0% | 0.38% | $8 |
 P911.DE | 0% | 5.47% | $2.31 |
 C | 0% | 1.77% | $2.12 |
 NVO | 0% | 3.04% | $0.98 |
 MRVL | 0% | 0.16% | $0.24 |
 NVDA | 0% | 0.02% | $0.02 |
 AXP | 0% | 1.03% | $2.6 |
 STX.US | 0% | 0.54% | $2.8 |
 9988.HK | 0% | 0.75% | $0.98 |
 VST | 0% | 0.56% | $0.85 |
 NKE | 0% | 3.48% | $1.45 |
 XOM | 0% | 2.73% | $3.76 |
 ORA.US | 0% | 0.43% | $0.48 |
 PEP | 0% | 3.63% | $5.15 |
 COP | 0% | 2.78% | $3.25 |
 WMT | 0% | 0.77% | $0.81 |
 ENR.DE | 0% | 0.41% | - |
 ABBN.ZU | 0% | 1.27% | $0.87 |
 MU | 0% | 0.11% | $0.46 |
 CVX | 0% | 3.77% | $6.28 |
 PYPL | 0% | 0.55% | - |
 NTAP | 0% | 1.98% | $2.02 |
 CSCO | 0% | 1.88% | $1.58 |
 BKNG | 0% | 0.82% | $17.5 |
 ETN | 0% | 1.03% | $3.6 |
 AMGN | 0% | 2.8% | $8.76 |
 HPE | 0% | 1.95% | $0.51 |
 CMCSA | 0% | 4.43% | $1.2 |
 VRT | 0% | 0.06% | $0.06 |
 SNY | 0% | 3.68% | $1.48 |
 WM | 0% | 1.53% | $2.9 |
 GILD | 0% | 2.35% | $3.04 |
 CME | 0% | 3.9% | $9.75 |
 VIE.PA | 0% | 4.23% | $1.25 |
 ASML.NV | 0% | 0.6% | $6.1 |
 PRY.MI | 0% | 0.75% | $0.7 |
 CALM | 0% | 3.61% | $1.87 |
 IBM | 0% | 2.64% | $6.65 |
 WOR.ASX | 0% | 4.5% | $0.5 |
 SBUX | 0% | 2.48% | $2.24 |
 KLAC | 0% | 0.42% | $5.65 |
 NEX.PA | 0% | 2.11% | $2.3 |
 COST | 0% | 0.51% | $19.22 |
 FRT | 0% | 4.01% | $4.36 |
 MDLZ | 0% | 3.45% | $1.7 |
 AIR.PA | 0% | 1.81% | $1.8 |
 DELL | 0% | 1.07% | $1.63 |
 FANG | 0% | 2.24% | $9.26 |
 ADP | 0% | 3.08% | $5.45 |
 NTR | 0% | 3.09% | $2.14 |
 WDC | 0% | 0.12% | - |
 TT | 0% | 0.8% | $3.27 |
 ADI.US | 0% | 1.07% | $3.56 |
 GAW.L | 0% | 2.46% | $5.5 |
 PNW | 0% | 3.54% | $3.51 |
 EQIX | 0% | 1.74% | $16.19 |
 MA | 0% | 0.63% | $2.46 |
 LAND | 0% | 5.47% | $0.56 |
 SU.PA | 0% | 1.54% | $3.5 |
 VRSN | 0% | 1.13% | - |
 PFE | 0% | 6.24% | $1.66 |
 HST | 0% | 3.83% | $0.78 |
 SMSN.L | 0% | 0.58% | $23.68 |
 BEPC | 0% | 3.58% | - |
 INTU | 0% | 1.07% | $3.6 |
 LMT | 0% | 2.32% | $12.45 |
 ADM | 0% | 3% | $1.9 |
 KO | 0% | 2.73% | $1.89 |
 GD | 0% | 1.83% | $5.48 |
 FCX | 0% | 0.86% | $0.6 |
 UI | 0% | 0.28% | $2.4 |
 BOL.ST | 0% | 1.99% | $7.5 |
 NOC | 0% | 1.41% | $7.67 |
 CEG | 0% | 0.55% | - |
 ROCKB.CO | 0% | 2.12% | $43 |
 MAR | 0% | 0.71% | $2.19 |
 EQT | 0% | 1.13% | $0.62 |
 TPL | 0% | 0.51% | $4.5 |
 CARR | 0% | 1.56% | $0.76 |
 NIBEB.ST | 0% | 0.83% | $0.65 |
 VRSK | 0% | 1.03% | $1.46 |
 ROST | 0% | 0.73% | $1.41 |
 BMI | 0% | 1.36% | $1.08 |
 REGN | 0% | 0.48% | - |
 V | 0% | 0.8% | $2.01 |
 01211.HK | 0% | 0.33% | $3.41 |
 WAB | 0% | 0.4% | $0.74 |
 PHIA.NV | 0% | -3.42% | - |
 SCCO | 0% | -1.75% | $-3.76 |
 GTX.US | 0% | -1.4% | - |
 GEV | 0% | -0.15% | - |
 SWBI | 0% | -3.51% | $-0.48 |
 TPG | 0% | -4.61% | $-1.55 |
 CNXC | 0% | -4.66% | $-1.18 |
 QFIN | 0% | -10.84% | $-1.06 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
AIR.PA | Pay Day | Apr 23, 2026 | $3.78 |
CRM | Pay Day | Apr 23, 2026 | $0.44 |
HPE | Pay Day | Apr 23, 2026 | $0.14 |
ORCL | Pay Day | Apr 24, 2026 | $0.50 |
ASML.NV | Ex-Dividend | Apr 24, 2026 | $3.15 |
CNXC | Ex-Dividend | Apr 24, 2026 | -$0.36 |
LAND | Ex-Dividend | Apr 24, 2026 | $0.05 |
CALM | Ex-Dividend | Apr 29, 2026 | $0.36 |
JD.US | Pay Day | Apr 29, 2026 | $1.00 |
BOL.ST | Ex-Dividend | Apr 29, 2026 | $1.18 |
JPM | Pay Day | Apr 30, 2026 | $1.50 |
O | Ex-Dividend | Apr 30, 2026 | $0.27 |
MRVL | Pay Day | Apr 30, 2026 | $0.06 |
LNT | Ex-Dividend | Apr 30, 2026 | $0.54 |
LAND | Pay Day | Apr 30, 2026 | $0.05 |
COST | Ex-Dividend | May 1, 2026 | $1.47 |
FCX | Pay Day | May 1, 2026 | $0.15 |
ETR | Ex-Dividend | May 1, 2026 | $0.64 |
DELL | Pay Day | May 1, 2026 | $0.63 |
C | Ex-Dividend | May 4, 2026 | $0.60 |
CARR | Ex-Dividend | May 4, 2026 | $0.24 |
TXN | Ex-Dividend | May 5, 2026 | $1.42 |
ASML.NV | Pay Day | May 5, 2026 | $3.15 |
CNXC | Pay Day | May 5, 2026 | -$0.36 |
BOL.ST | Pay Day | May 6, 2026 | $1.18 |
EQT | Ex-Dividend | May 6, 2026 | $0.17 |
AXP | Pay Day | May 8, 2026 | $0.95 |
WMT | Ex-Dividend | May 8, 2026 | $0.25 |
MA | Pay Day | May 8, 2026 | $0.87 |
GD | Pay Day | May 8, 2026 | $1.59 |
VIE.PA | Ex-Dividend | May 11, 2026 | $1.77 |
PHIA.NV | Ex-Dividend | May 12, 2026 | -$1.01 |
VIE.PA | Pay Day | May 13, 2026 | $1.77 |
CALM | Pay Day | May 14, 2026 | $0.36 |
QFIN | Pay Day | May 14, 2026 | -$0.78 |
SBUX | Ex-Dividend | May 15, 2026 | $0.62 |
AMGN | Ex-Dividend | May 15, 2026 | $2.52 |
COST | Pay Day | May 15, 2026 | $1.47 |
0700.HK | Ex-Dividend | May 15, 2026 | $0.68 |
O | Pay Day | May 15, 2026 | $0.27 |
LNT | Pay Day | May 15, 2026 | $0.54 |
TXN | Pay Day | May 19, 2026 | $1.42 |
MSFT | Ex-Dividend | May 21, 2026 | $0.91 |
AMAT | Ex-Dividend | May 21, 2026 | $0.53 |
C | Pay Day | May 22, 2026 | $0.60 |
CARR | Pay Day | May 22, 2026 | $0.24 |
NEX.PA | Ex-Dividend | May 25, 2026 | $3.42 |
WMT | Pay Day | May 26, 2026 | $0.25 |
GAW.L | Pay Day | May 27, 2026 | $1.48 |
NEX.PA | Pay Day | May 27, 2026 | $3.42 |
IBE.MC | Ex-Dividend | May 28, 2026 | $0.01 |
SBUX | Pay Day | May 29, 2026 | $0.62 |
IBE.MC | Pay Day | Jun 1, 2026 | $0.01 |
ETR | Pay Day | Jun 1, 2026 | $0.64 |
0700.HK | Pay Day | Jun 1, 2026 | $0.68 |
EQT | Pay Day | Jun 1, 2026 | $0.17 |
PHIA.NV | Pay Day | Jun 3, 2026 | -$1.01 |
QCOM | Ex-Dividend | Jun 4, 2026 | $0.92 |
AMGN | Pay Day | Jun 5, 2026 | $2.52 |
TT | Ex-Dividend | Jun 5, 2026 | $1.05 |
MSFT | Pay Day | Jun 11, 2026 | $0.91 |
AMAT | Pay Day | Jun 11, 2026 | $0.53 |
TSM | Ex-Dividend | Jun 11, 2026 | $0.95 |
ADP | Ex-Dividend | Jun 12, 2026 | $1.70 |
00175.HK | Ex-Dividend | Jun 12, 2026 | $0.06 |
QCOM | Pay Day | Jun 25, 2026 | $0.92 |
DIS | Ex-Dividend | Jun 30, 2026 | $0.75 |
TT | Pay Day | Jun 30, 2026 | $1.05 |
ADP | Pay Day | Jul 1, 2026 | $1.70 |
TSM | Pay Day | Jul 9, 2026 | $0.95 |
DIS | Pay Day | Jul 22, 2026 | $0.75 |
00175.HK | Pay Day | Jul 30, 2026 | $0.06 |
Performance Metrics
Score 3.7/10
Beta
1.15
1.15
0
0.8
1.2
0
2
Sharpe Ratio
0.44
0.44
0
0.5
1
1.5
1.5
Sortino Ratio
0.69
0.69
0
1
2
3
3
Jensen's Alpha
-3.63
-3.63
-4
0
2
4.5
4.5
Omega Ratio
0.9
0.9
0
1
1.5
2.5
2.5
Treynor Ratio
0.72
0.72
0
0.75
1.25
2
2
Information Ratio
-0.14
-0.14
-1
0.3
0.6
1
1
Calmar Ratio
0.27
0.27
0
0.3
0.6
1
1
Beta
1.15
1.15
0
0.8
1.2
0
2
Sharpe Ratio
0.44
0.44
0
0.5
1
1.5
1.5
Sortino Ratio
0.69
0.69
0
1
2
3
3
Jensen's Alpha
-3.63
-3.63
-4
0
2
4.5
4.5
Omega Ratio
0.9
0.9
0
1
1.5
2.5
2.5
Treynor Ratio
0.72
0.72
0
0.75
1.25
2
2
Information Ratio
-0.14
-0.14
-1
0.3
0.6
1
1
Calmar Ratio
0.27
0.27
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
37.35
High:
TWLO
738.81TWLOLow:
IOT
-1,739.77IOTDetails
PEG Ratio
89.32
High:1398.HK
1,704.941398.HKLow:LAND
-4,155.24LANDDetails
Price/Book
11.23
High:STX.US
256.48STX.USLow:
BYND
-373.91BYNDDetails
Price/Sales
9.6
High:
CRSP
1,573.97CRSPLow:
QS
-QSDetails
Price/CF
27.08
High:
MSTR
7,511.07MSTRLow:2318.HK
1.432318.HKDetails
Price/FCF
60.45
High:
TDUP
4,464.94TDUPLow:2318.HK
1.582318.HKDetails
P/E Ratio
37.35
High:TWLO
738.81TWLOLow:IOT
-1,739.77IOTDetails
PEG Ratio
89.32
High:1398.HK
1,704.941398.HKLow:LAND
-4,155.24LANDDetails
Price/Book
11.23
High:STX.US
256.48STX.USLow:BYND
-373.91BYNDDetails
Price/Sales
9.6
High:CRSP
1,573.97CRSPLow:QS
-QSDetails
Price/CF
27.08
High:MSTR
7,511.07MSTRLow:2318.HK
1.432318.HKDetails
Price/FCF
60.45
High:TDUP
4,464.94TDUPLow:2318.HK
1.582318.HKDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-39.56% | Nov 2021 | Nov 2024 | 36 |
-16.5% | Nov 2025 | - | 6 |
-13.17% | Dec 2024 | Jun 2025 | 6 |
-11.12% | May 2021 | Oct 2021 | 5 |
-3.74% | Sep 2020 | Nov 2020 | 2 |