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-3.77%
This Month
+30.16%
Year To Date
+99.75%
2 Years
+105.45%
5 Years
+105.45%
10 Years
+18.46%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💰 Finance39.61%
- 🖥️ Technology Services22.3%
- 🪙 Cryptocurrencies20.07%
- 💻 Electronic Technology8.43%
- 💼 Commercial Services6.73%
- 💵 Cash4.92%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq48.76%
- 🇺🇸 NYSE24.11%
- 🌍 Digital Currency20.07%
- 🇪🇸 Bolsa De Madrid3.32%
- 🇳🇱 Euronext Amsterdam0.88%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States57.48%
- 🇬🇧 United Kingdom4.65%
- 🇦🇺 Australia4.28%
- 🇪🇸 Spain3.32%
- 🇨🇦 Canada1.93%
- 🇹🇼 Taiwan1.78%
- 🇮🇪 Ireland1.55%
- 🇸🇬 Singapore1.19%
- 🇳🇱 Netherlands0.88%
Dividends
Dividend Yield
0.6%
19 out of 40 instruments pay dividend.
2 dividend payments in the next 30 days.
Highest Dividend: $LYG (3.24%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 BBVA.MC | 0.1% | 3.02% | $0.45 |
 LYG | 0.1% | 3.24% | $0.14 |
 NTRS | 0.05% | 2.23% | $3 |
 CME | 0.04% | 1.83% | $9.75 |
 BK | 0.04% | 1.71% | $1.68 |
 GS | 0.04% | 1.57% | $11 |
 BLK | 0.03% | 1.92% | $20.2 |
 FIS | 0.03% | 2.41% | $1.76 |
 MMC | 0.03% | 1.84% | $2.84 |
 WKL.NV | 0.02% | 2.64% | $2.08 |
 AXP | 0.02% | 0.83% | $2.6 |
 WTW | 0.02% | 1.12% | $3.44 |
 TSM | 0.02% | 0.92% | $1.74 |
 V | 0.02% | 0.71% | $2.01 |
 IBKR | 0.01% | 0.48% | - |
 AON | 0.01% | 0.83% | $2.52 |
 MA | 0.01% | 0.56% | $2.46 |
 PYPL | 0% | 0.23% | - |
 NVDA | 0% | 0.02% | $0.02 |
Performance Metrics
Score 4.8/10
Beta
1.9
1.9
0
0.8
1.2
0
2
Sharpe Ratio
0.51
0.51
0
0.5
1
1.5
1.5
Sortino Ratio
0.87
0.87
0
1
2
3
3
Jensen's Alpha
0.18
0.18
-2
0
2
4.5
4.5
Omega Ratio
1.27
1.27
0
1
1.5
2.5
2.5
Treynor Ratio
0.9
0.9
0
0.75
1.25
2
2
Information Ratio
0.32
0.32
0
0.3
0.6
1
1
Calmar Ratio
0.31
0.31
0
0.3
0.6
1
1
Beta
1.9
1.9
0
0.8
1.2
0
2
Sharpe Ratio
0.51
0.51
0
0.5
1
1.5
1.5
Sortino Ratio
0.87
0.87
0
1
2
3
3
Jensen's Alpha
0.18
0.18
-2
0
2
4.5
4.5
Omega Ratio
1.27
1.27
0
1
1.5
2.5
2.5
Treynor Ratio
0.9
0.9
0
0.75
1.25
2
2
Information Ratio
0.32
0.32
0
0.3
0.6
1
1
Calmar Ratio
0.31
0.31
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
33.32
High:
INTC
3,566.98INTCLow:
CIFR
-89.5CIFRDetails
PEG Ratio
297.05
High:INTC
3,553.58INTCLow:
BITF
-39.08BITFDetails
Price/Book
7.73
High:
MA
65.12MALow:
BTBT
0.81BTBTDetails
Price/Sales
7.97
High:
WULF
34.33WULFLow:
BKKT
0.04BKKTDetails
Price/CF
17.85
High:WULF
113.46WULFLow:
IBKR
1.13IBKRDetails
Price/FCF
18.02
High:
CME
520.48CMELow:
LYG
0.87LYGDetails
P/E Ratio
33.32
High:INTC
3,566.98INTCLow:CIFR
-89.5CIFRDetails
PEG Ratio
297.05
High:INTC
3,553.58INTCLow:BITF
-39.08BITFDetails
Price/Book
7.73
High:MA
65.12MALow:BTBT
0.81BTBTDetails
Price/Sales
7.97
High:WULF
34.33WULFLow:BKKT
0.04BKKTDetails
Price/CF
17.85
High:WULF
113.46WULFLow:IBKR
1.13IBKRDetails
Price/FCF
18.02
High:CME
520.48CMELow:LYG
0.87LYGDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-55.21% | Nov 2021 | Feb 2024 | 27 |
-21.58% | Dec 2024 | Jun 2025 | 6 |
-14.46% | Apr 2024 | Nov 2024 | 7 |
-13.14% | Apr 2021 | Oct 2021 | 6 |
-12.94% | Nov 2025 | - | 2 |