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+10.4%
This Month
+33.19%
Year To Date
+205.03%
2 Years
+110.24%
5 Years
+110.24%
10 Years
+20.41%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💰 Finance36.52%
- 🪙 Cryptocurrencies24.41%
- 🖥️ Technology Services22.93%
- 💼 Commercial Services7.04%
- 💻 Electronic Technology6.54%
- 💵 Cash4.67%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq47.28%
- 🌍 Digital Currency24.41%
- 🇺🇸 NYSE22.14%
- 🇪🇸 Bolsa De Madrid2.59%
- 🇳🇱 Euronext Amsterdam1.02%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States54.17%
- 🇦🇺 Australia4.27%
- 🇬🇧 United Kingdom4.11%
- 🇪🇸 Spain2.59%
- 🇨🇦 Canada2.26%
- 🇸🇬 Singapore1.59%
- 🇹🇼 Taiwan1.52%
- 🇮🇪 Ireland1.49%
- 🇳🇱 Netherlands1.02%
Dividends
Dividend Yield
0.64%
20 out of 40 instruments pay dividend.
9 dividend payments in the next 30 days.
Highest Dividend: $CME (4.12%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 LYG | 0.09% | 3.63% | $0.14 |
 CME | 0.09% | 4.12% | $9.75 |
 BBVA.MC | 0.09% | 3.5% | $0.45 |
 NTRS | 0.04% | 2.36% | $3 |
 BK | 0.04% | 1.84% | $1.68 |
 GS | 0.03% | 1.66% | $11 |
 CMPO | 0.03% | 1.62% | $0.3 |
 BLK | 0.03% | 1.86% | $20.2 |
 FIS | 0.03% | 2.35% | $1.76 |
 MMC | 0.02% | 1.7% | $2.84 |
 WKL.NV | 0.02% | 2.2% | $2.08 |
 AXP | 0.02% | 0.93% | $2.6 |
 WTW | 0.02% | 1.09% | $3.44 |
 V | 0.01% | 0.7% | $2.01 |
 TSM | 0.01% | 0.94% | $1.74 |
 AON | 0.01% | 0.8% | $2.52 |
 IBKR | 0.01% | 0.46% | $0.55 |
 MA | 0.01% | 0.5% | $2.46 |
 INTC | 0.01% | 0.5% | $0.5 |
 NVDA | 0% | 0.02% | $0.02 |
Next Dividends
Performance Metrics
Score 4.5/10
Beta
1.87
1.87
0
0.8
1.2
0
2
Sharpe Ratio
0.47
0.47
0
0.5
1
1.5
1.5
Sortino Ratio
0.79
0.79
0
1
2
3
3
Jensen's Alpha
-0.06
-0.06
-2
0
2
4.5
4.5
Omega Ratio
1.25
1.25
0
1
1.5
2.5
2.5
Treynor Ratio
0.84
0.84
0
0.75
1.25
2
2
Information Ratio
0.29
0.29
0
0.3
0.6
1
1
Calmar Ratio
0.28
0.28
0
0.3
0.6
1
1
Beta
1.87
1.87
0
0.8
1.2
0
2
Sharpe Ratio
0.47
0.47
0
0.5
1
1.5
1.5
Sortino Ratio
0.79
0.79
0
1
2
3
3
Jensen's Alpha
-0.06
-0.06
-2
0
2
4.5
4.5
Omega Ratio
1.25
1.25
0
1
1.5
2.5
2.5
Treynor Ratio
0.84
0.84
0
0.75
1.25
2
2
Information Ratio
0.29
0.29
0
0.3
0.6
1
1
Calmar Ratio
0.28
0.28
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
37.5
High:
FIS
248.75FISLow:
IREN
-167.28IRENDetails
PEG Ratio
152.96
High:
BLK
943.21BLKLow:
HIVE
-40.07HIVEDetails
Price/Book
8.22
High:
MA
67.66MALow:
CMPO
-18.68CMPODetails
Price/Sales
8.21
High:
HUT
30.09HUTLow:
BKKT
0.02BKKTDetails
Price/CF
15.46
High:
WULF
113.46WULFLow:
IBKR
0.74IBKRDetails
Price/FCF
15.98
High:
CME
401.46CMELow:IBKR
0.74IBKRDetails
P/E Ratio
37.5
High:FIS
248.75FISLow:IREN
-167.28IRENDetails
PEG Ratio
152.96
High:BLK
943.21BLKLow:HIVE
-40.07HIVEDetails
Price/Book
8.22
High:MA
67.66MALow:CMPO
-18.68CMPODetails
Price/Sales
8.21
High:HUT
30.09HUTLow:BKKT
0.02BKKTDetails
Price/CF
15.46
High:WULF
113.46WULFLow:IBKR
0.74IBKRDetails
Price/FCF
15.98
High:CME
401.46CMELow:IBKR
0.74IBKRDetails
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 |