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0%
Today
+3.92%
This Month
+15.24%
Year To Date
+108.62%
2 Years
+81.9%
5 Years
+16.89%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💰 Finance39.61%
- 🪙 Cryptocurrencies25.4%
- 🖥️ Technology Services17.05%
- 💼 Commercial Services8.25%
- 💻 Electronic Technology6.77%
- 💵 Cash4.6%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq43.01%
- 🌍 Digital Currency25.4%
- 🇺🇸 NYSE24.7%
- 🇪🇸 Bolsa De Madrid2.45%
- 🇳🇱 Euronext Amsterdam1.52%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States55.47%
- 🇬🇧 United Kingdom4.35%
- 🇪🇸 Spain2.45%
- 🇦🇺 Australia2.19%
- 🇮🇪 Ireland1.72%
- 🇹🇼 Taiwan1.57%
- 🇸🇬 Singapore1.53%
- 🇳🇱 Netherlands1.52%
- 🇨🇦 Canada0.88%
Dividends
Dividend Yield
0.74%
20 out of 40 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $BBVA.MC (4.28%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 BBVA.MC | 0.1% | 4.28% | $0.45 |
 CME | 0.1% | 3.83% | $9.75 |
 LYG | 0.1% | 3.74% | $0.14 |
 NTRS | 0.05% | 2.28% | $3 |
 BK | 0.04% | 2.03% | $1.68 |
 BLK | 0.04% | 1.91% | $20.2 |
 GS | 0.04% | 1.66% | $11 |
 CMPO | 0.04% | 2.03% | $0.3 |
 INTC | 0.03% | 2.22% | $0.5 |
 FIS | 0.03% | 1.86% | $1.76 |
 MMC | 0.03% | 1.52% | $2.84 |
 WKL.NV | 0.03% | 1.68% | $2.08 |
 AXP | 0.02% | 0.93% | $2.6 |
 WTW | 0.02% | 1.17% | $3.44 |
 V | 0.02% | 0.64% | $2.01 |
 TSM | 0.02% | 0.96% | $1.74 |
 AON | 0.01% | 0.78% | $2.52 |
 MA | 0.01% | 0.52% | $2.46 |
 IBKR | 0.01% | 0.46% | $0.55 |
 NVDA | 0% | 0.03% | $0.02 |
Performance Metrics
Score 4.5/10
Beta
1.87
1.87
0
0.8
1.2
0
2
Sharpe Ratio
0.44
0.44
0
0.5
1
1.5
1.5
Sortino Ratio
0.73
0.73
0
1
2
3
3
Jensen's Alpha
0.23
0.23
-2
0
2
4.5
4.5
Omega Ratio
1.23
1.23
0
1
1.5
2.5
2.5
Treynor Ratio
0.79
0.79
0
0.75
1.25
2
2
Information Ratio
0.27
0.27
0
0.3
0.6
1
1
Calmar Ratio
0.25
0.25
0
0.3
0.6
1
1
Beta
1.87
1.87
0
0.8
1.2
0
2
Sharpe Ratio
0.44
0.44
0
0.5
1
1.5
1.5
Sortino Ratio
0.73
0.73
0
1
2
3
3
Jensen's Alpha
0.23
0.23
-2
0
2
4.5
4.5
Omega Ratio
1.23
1.23
0
1
1.5
2.5
2.5
Treynor Ratio
0.79
0.79
0
0.75
1.25
2
2
Information Ratio
0.27
0.27
0
0.3
0.6
1
1
Calmar Ratio
0.25
0.25
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
37.8
High:
AMD
101.09AMDLow:
WTW
-601.02WTWDetails
PEG Ratio
211.8
High:
COIN
1,309.33COINLow:
HIVE
-16.47HIVEDetails
Price/Book
8.18
High:
MA
77.65MALow:
CMPO
-17.4CMPODetails
Price/Sales
8.06
High:
NVDA
26.4NVDALow:
BKKT
0.03BKKTDetails
Price/CF
16.58
High:
WULF
113.46WULFLow:
IBKR
1.38IBKRDetails
Price/FCF
17.82
High:
CME
34,130.22CMELow:
LYG
0.87LYGDetails
P/E Ratio
37.8
High:AMD
101.09AMDLow:WTW
-601.02WTWDetails
PEG Ratio
211.8
High:COIN
1,309.33COINLow:HIVE
-16.47HIVEDetails
Price/Book
8.18
High:MA
77.65MALow:CMPO
-17.4CMPODetails
Price/Sales
8.06
High:NVDA
26.4NVDALow:BKKT
0.03BKKTDetails
Price/CF
16.58
High:WULF
113.46WULFLow:IBKR
1.38IBKRDetails
Price/FCF
17.82
High:CME
34,130.22CMELow: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 |