Loading...
-0.12%
Today
+9.32%
This Month
+21.23%
Year To Date
+119.46%
2 Years
+91.35%
5 Years
+18.45%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💰 Finance38.36%
- 🪙 Cryptocurrencies26.33%
- 🖥️ Technology Services16.8%
- 💼 Commercial Services8.71%
- 💻 Electronic Technology7.03%
- 💵 Cash4.61%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq43.81%
- 🌍 Digital Currency26.33%
- 🇺🇸 NYSE23.4%
- 🇪🇸 Bolsa De Madrid2.23%
- 🇳🇱 Euronext Amsterdam1.46%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States55.16%
- 🇬🇧 United Kingdom4.16%
- 🇪🇸 Spain2.23%
- 🇦🇺 Australia2.23%
- 🇮🇪 Ireland1.62%
- 🇸🇬 Singapore1.62%
- 🇹🇼 Taiwan1.55%
- 🇳🇱 Netherlands1.46%
- 🇨🇦 Canada0.87%
Dividends
Dividend Yield
0.7%
20 out of 40 instruments pay dividend.
5 dividend payments in the next 30 days.
Highest Dividend: $BBVA.MC (4.44%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 BBVA.MC | 0.1% | 4.44% | $0.45 |
 CME | 0.1% | 3.85% | $9.75 |
 LYG | 0.1% | 3.73% | $0.14 |
 NTRS | 0.05% | 2.36% | $3 |
 BK | 0.04% | 1.97% | $1.68 |
 GS | 0.04% | 1.84% | $11 |
 BLK | 0.03% | 1.86% | $20.2 |
 CMPO | 0.03% | 2.02% | $0.3 |
 INTC | 0.03% | 2.16% | $0.5 |
 FIS | 0.03% | 1.9% | $1.76 |
 MMC | 0.03% | 1.58% | $2.84 |
 WKL.NV | 0.02% | 1.66% | $2.08 |
 AXP | 0.02% | 0.99% | $2.6 |
 WTW | 0.02% | 1.17% | $3.44 |
 V | 0.02% | 0.66% | $2.01 |
 TSM | 0.01% | 0.95% | $1.74 |
 AON | 0.01% | 0.8% | $2.52 |
 MA | 0.01% | 0.53% | $2.46 |
 IBKR | 0.01% | 0.42% | $0.55 |
 NVDA | 0% | 0.02% | $0.02 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
MMC | Ex-Dividend | Jul 24, 2025 | $0.90 |
BK | Ex-Dividend | Jul 25, 2025 | $0.53 |
AON | Ex-Dividend | Aug 1, 2025 | $0.74 |
BK | Pay Day | Aug 7, 2025 | $0.53 |
AXP | Pay Day | Aug 8, 2025 | $0.82 |
MA | Pay Day | Aug 8, 2025 | $0.76 |
MMC | Pay Day | Aug 15, 2025 | $0.90 |
AON | Pay Day | Aug 15, 2025 | $0.74 |
GS | Ex-Dividend | Aug 29, 2025 | $4.00 |
IBKR | Ex-Dividend | Aug 29, 2025 | $0.08 |
IBKR | Pay Day | Sep 12, 2025 | $0.08 |
TSM | Ex-Dividend | Sep 16, 2025 | $0.82 |
GS | Pay Day | Sep 29, 2025 | $4.00 |
TSM | Pay Day | Oct 9, 2025 | $0.82 |
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
40.04
High:
AMD
117.59AMDLow:
WTW
-601.12WTWDetails
PEG Ratio
245.9
High:
COIN
1,511.38COINLow:
HIVE
-15.84HIVEDetails
Price/Book
8.74
High:
MA
75.79MALow:
CMPO
-17.56CMPODetails
Price/Sales
8.65
High:
HOOD
29.25HOODLow:
BKKT
0.04BKKTDetails
Price/CF
18.1
High:
WULF
113.46WULFLow:
IBKR
1.38IBKRDetails
Price/FCF
19.13
High:
CME
34,130.22CMELow:
LYG
0.87LYGDetails
P/E Ratio
40.04
High:AMD
117.59AMDLow:WTW
-601.12WTWDetails
PEG Ratio
245.9
High:COIN
1,511.38COINLow:HIVE
-15.84HIVEDetails
Price/Book
8.74
High:MA
75.79MALow:CMPO
-17.56CMPODetails
Price/Sales
8.65
High:HOOD
29.25HOODLow:BKKT
0.04BKKTDetails
Price/CF
18.1
High:WULF
113.46WULFLow:IBKR
1.38IBKRDetails
Price/FCF
19.13
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 |