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0%
This Month
+6.47%
Year To Date
+87.76%
2 Years
+124.04%
5 Years
+150.54%
10 Years
+16.54%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies51.37%
- 💵 Cash36.28%
- 📊 ETFs9.46%
- 💻 Electronic Technology4.18%
- 🖥️ Technology Services3.27%
- 🚗 Consumer Durables1.31%
- 🛍️ Retail Trade0.61%
- ⛏️ Energy Minerals0.57%
- 💰 Finance0.45%
- 🪨 Non Energy Minerals0.39%
- 🛠️ Producer Manufacturing0.27%
- 🧪 Process Industries0.21%
- ❓ Other0%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency51.37%
- 🇺🇸 Nasdaq11.72%
- 🇺🇸 NYSE6.62%
- 🇭🇰 Hong Kong Exchanges1.05%
- 🇬🇧 LSE0.66%
- 🇺🇸 Chicago Board Options Exchange0.56%
- 🇩🇪 FRA0.13%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States9.9%
- 🇨🇳 China1.11%
- 🇩🇪 Germany0.27%
Dividends
Dividend Yield
0.28%
24 out of 79 instruments pay dividend.
5 dividend payments in the next 30 days.
Highest Dividend: $VOW3.DE (6.46%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 F | 0.05% | 6.44% | $0.78 |
 IEML.L | 0.04% | 5.94% | - |
 IEF | 0.03% | 3.7% | - |
 ICLN | 0.02% | 1.94% | - |
 REET | 0.02% | 3.95% | - |
 TLT | 0.02% | 4.3% | - |
 XLC | 0.02% | 0.98% | - |
 OXY | 0.01% | 1.96% | $0.8 |
 XLE | 0.01% | 3.37% | - |
 SMG | 0.01% | 4.4% | $2.64 |
 TIP | 0.01% | 2.47% | - |
 MJ | 0.01% | 5.59% | - |
 XLP | 0.01% | 2.48% | - |
 VOW3.DE | 0.01% | 6.46% | $9.06 |
 XLF | 0.01% | 1.38% | - |
 SMH | 0.01% | 0.38% | - |
 NEM | 0.01% | 1.32% | $1.3 |
 LIT | 0% | 0.69% | - |
 QUAL | 0% | 1.02% | - |
 AMAT | 0% | 1.1% | $1.44 |
 0700.HK | 0% | 0.75% | $3.4 |
 QQQ | 0% | 0.51% | - |
 TAN | 0% | 0.48% | - |
 NVDA | 0% | 0.02% | $0.02 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
NEM | Ex-Dividend | Sep 4, 2025 | $0.25 |
SMG | Pay Day | Sep 5, 2025 | $0.66 |
OXY | Ex-Dividend | Sep 10, 2025 | $0.24 |
NVDA | Ex-Dividend | Sep 11, 2025 | $0.01 |
AMAT | Pay Day | Sep 11, 2025 | $0.46 |
NEM | Pay Day | Sep 29, 2025 | $0.25 |
MJ | Pay Day | Sep 30, 2025 | $0.00 |
NVDA | Pay Day | Oct 2, 2025 | $0.01 |
OXY | Pay Day | Oct 15, 2025 | $0.24 |
SMH | Pay Day | Dec 24, 2025 | $0.00 |
TAN | Pay Day | Dec 27, 2025 | $0.00 |
Performance Metrics
Score 6.1/10
Beta
0.98
0.98
0
0.8
1.2
0
2
Sharpe Ratio
0.5
0.5
0
0.5
1
1.5
1.5
Sortino Ratio
0.99
0.99
0
1
2
3
3
Jensen's Alpha
7.6
7.6
-2
0
2
8
8
Omega Ratio
1.19
1.19
0
1
1.5
2.5
2.5
Treynor Ratio
1.62
1.62
0
0.75
1.25
2
2
Information Ratio
0.21
0.21
0
0.3
0.6
1
1
Calmar Ratio
0.34
0.34
0
0.3
0.6
1
1
Beta
0.98
0.98
0
0.8
1.2
0
2
Sharpe Ratio
0.5
0.5
0
0.5
1
1.5
1.5
Sortino Ratio
0.99
0.99
0
1
2
3
3
Jensen's Alpha
7.6
7.6
-2
0
2
8
8
Omega Ratio
1.19
1.19
0
1
1.5
2.5
2.5
Treynor Ratio
1.62
1.62
0
0.75
1.25
2
2
Information Ratio
0.21
0.21
0
0.3
0.6
1
1
Calmar Ratio
0.34
0.34
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
47.35
High:
QTWO
1,284.34QTWOLow:
EVGO
-9.62EVGODetails
PEG Ratio
104.28
High:QTWO
1,207.52QTWOLow:EVGO
-739.49EVGODetails
Price/Book
20.12
High:
NVDA
42.35NVDALow:
NIO
-245.57NIODetails
Price/Sales
13.39
High:
MSTR
221.89MSTRLow:
VOW3.DE
0.15VOW3.DEDetails
Price/CF
43.45
High:MSTR
7,511.07MSTRLow:
F
2.33FDetails
Price/FCF
61.95
High:MSTR
1,187.5MSTRLow:F
6.04FDetails
P/E Ratio
47.35
High:QTWO
1,284.34QTWOLow:EVGO
-9.62EVGODetails
PEG Ratio
104.28
High:QTWO
1,207.52QTWOLow:EVGO
-739.49EVGODetails
Price/Book
20.12
High:NVDA
42.35NVDALow:NIO
-245.57NIODetails
Price/Sales
13.39
High:MSTR
221.89MSTRLow:VOW3.DE
0.15VOW3.DEDetails
Price/CF
43.45
High:MSTR
7,511.07MSTRLow:F
2.33FDetails
Price/FCF
61.95
High:MSTR
1,187.5MSTRLow:F
6.04FDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-47.46% | May 2021 | Nov 2024 | 42 |
-30.4% | Aug 2019 | Jan 2020 | 5 |
-19.29% | Dec 2024 | Aug 2025 | 8 |
-12.84% | Mar 2020 | Jul 2020 | 4 |
-9.19% | Dec 2020 | Jan 2021 | 1 |
-4.62% | Sep 2020 | Nov 2020 | 2 |