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-3.73%
This Month
+43.93%
Year To Date
+170.95%
2 Years
+127.19%
5 Years
+127.19%
10 Years
+21.77%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💰 Finance35.26%
- 🖥️ Technology Services26.88%
- 🪙 Cryptocurrencies20.09%
- 💻 Electronic Technology8.11%
- 💼 Commercial Services7.16%
- 💵 Cash4.9%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq53.4%
- 🇺🇸 NYSE20.47%
- 🌍 Digital Currency20.09%
- 🇪🇸 Bolsa De Madrid2.74%
- 🇳🇱 Euronext Amsterdam0.8%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States56.5%
- 🇦🇺 Australia6.31%
- 🇬🇧 United Kingdom3.98%
- 🇪🇸 Spain2.74%
- 🇨🇦 Canada2.47%
- 🇸🇬 Singapore1.71%
- 🇹🇼 Taiwan1.57%
- 🇮🇪 Ireland1.34%
- 🇳🇱 Netherlands0.8%
Dividends
Dividend Yield
0.52%
19 out of 40 instruments pay dividend.
2 dividend payments in the next 30 days.
Highest Dividend: $LYG (3.35%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 BBVA.MC | 0.09% | 3.25% | $0.45 |
 LYG | 0.09% | 3.35% | $0.14 |
 NTRS | 0.04% | 2.38% | $3 |
 CME | 0.04% | 1.8% | $9.75 |
 BK | 0.04% | 1.8% | $1.68 |
 GS | 0.03% | 1.76% | $11 |
 BLK | 0.03% | 1.92% | $20.2 |
 FIS | 0.03% | 2.44% | $1.76 |
 MMC | 0.02% | 1.93% | $2.84 |
 WKL.NV | 0.02% | 2.6% | $2.08 |
 AXP | 0.02% | 0.86% | $2.6 |
 WTW | 0.02% | 1.13% | $3.44 |
 V | 0.01% | 0.73% | $2.01 |
 TSM | 0.01% | 0.83% | $1.74 |
 IBKR | 0.01% | 0.43% | - |
 AON | 0.01% | 0.84% | $2.52 |
 MA | 0.01% | 0.56% | $2.46 |
 PYPL | 0% | 0.21% | - |
 NVDA | 0% | 0.02% | $0.02 |
Performance Metrics
Score 5.7/10
Beta
1.89
1.89
0
0.8
1.2
0
2
Sharpe Ratio
0.58
0.58
0
0.5
1
1.5
1.5
Sortino Ratio
0.98
0.98
0
1
2
3
3
Jensen's Alpha
2.31
2.31
-2
0
2
4.5
4.5
Omega Ratio
1.35
1.35
0
1
1.5
2.5
2.5
Treynor Ratio
1.01
1.01
0
0.75
1.25
2
2
Information Ratio
0.4
0.4
0
0.3
0.6
1
1
Calmar Ratio
0.37
0.37
0
0.3
0.6
1
1
Beta
1.89
1.89
0
0.8
1.2
0
2
Sharpe Ratio
0.58
0.58
0
0.5
1
1.5
1.5
Sortino Ratio
0.98
0.98
0
1
2
3
3
Jensen's Alpha
2.31
2.31
-2
0
2
4.5
4.5
Omega Ratio
1.35
1.35
0
1
1.5
2.5
2.5
Treynor Ratio
1.01
1.01
0
0.75
1.25
2
2
Information Ratio
0.4
0.4
0
0.3
0.6
1
1
Calmar Ratio
0.37
0.37
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
37.42
High:
INTC
2,743.17INTCLow:
CIFR
-108.61CIFRDetails
PEG Ratio
227.1
High:INTC
2,732.86INTCLow:
HIVE
-48.53HIVEDetails
Price/Book
8.52
High:
MA
62.85MALow:
MARA
1.16MARADetails
Price/Sales
8.81
High:CIFR
39.4CIFRLow:
BKKT
0.04BKKTDetails
Price/CF
19.71
High:
WULF
113.46WULFLow:
IBKR
1.13IBKRDetails
Price/FCF
20.01
High:
CME
520.48CMELow:
LYG
0.87LYGDetails
P/E Ratio
37.42
High:INTC
2,743.17INTCLow:CIFR
-108.61CIFRDetails
PEG Ratio
227.1
High:INTC
2,732.86INTCLow:HIVE
-48.53HIVEDetails
Price/Book
8.52
High:MA
62.85MALow:MARA
1.16MARADetails
Price/Sales
8.81
High:CIFR
39.4CIFRLow:BKKT
0.04BKKTDetails
Price/CF
19.71
High:WULF
113.46WULFLow:IBKR
1.13IBKRDetails
Price/FCF
20.01
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 |
-3.73% | Nov 2025 | - | 1 |