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+0.93%
Today
+14.18%
This Month
+4.27%
Year To Date
+141.63%
2 Years
+64.59%
5 Years
+14.56%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💰 Finance40.31%
- 🪙 Cryptocurrencies25.94%
- 🖥️ Technology Services16.01%
- 💼 Commercial Services7.8%
- 💻 Electronic Technology6.79%
- 💵 Cash4.4%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq39.73%
- 🇺🇸 NYSE26.51%
- 🌍 Digital Currency25.94%
- 🇪🇸 Bolsa De Madrid2.72%
- 🇳🇱 Euronext Amsterdam1.95%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States53.73%
- 🇬🇧 United Kingdom4.82%
- 🇪🇸 Spain2.72%
- 🇮🇪 Ireland1.97%
- 🇳🇱 Netherlands1.95%
- 🇸🇬 Singapore1.92%
- 🇹🇼 Taiwan1.46%
- 🇦🇺 Australia1.23%
- 🇨🇦 Canada1.1%
Dividends
Dividend Yield
0.83%
20 out of 40 instruments pay dividend.
4 dividend payments in the next 30 days.
Highest Dividend: $BBVA.MC (4.22%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 CME | 0.12% | 3.81% | $9.75 |
 BBVA.MC | 0.11% | 4.22% | $0.45 |
 LYG | 0.11% | 3.88% | $0.14 |
 NTRS | 0.06% | 2.78% | $3 |
 BK | 0.05% | 2.08% | $1.68 |
 CMPO | 0.04% | 2.42% | $0.3 |
 GS | 0.04% | 1.96% | $11 |
 BLK | 0.04% | 2.08% | $20.2 |
 INTC | 0.04% | 2.34% | $0.5 |
 FIS | 0.04% | 1.88% | $1.76 |
 MMC | 0.03% | 1.41% | $2.84 |
 WKL.NV | 0.03% | 1.46% | $2.08 |
 AXP | 0.02% | 0.98% | $2.6 |
 WTW | 0.02% | 1.14% | $3.44 |
 V | 0.02% | 0.62% | $2.01 |
 TSM | 0.02% | 1.15% | $1.74 |
 AON | 0.02% | 0.76% | $2.52 |
 IBKR | 0.01% | 0.51% | $0.55 |
 MA | 0.01% | 0.49% | $2.46 |
 NVDA | 0% | 0.03% | $0.02 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
GS | Ex-Dividend | May 30, 2025 | $3.00 |
IBKR | Ex-Dividend | May 30, 2025 | $0.32 |
LYG | Pay Day | May 30, 2025 | $0.10 |
V | Pay Day | Jun 2, 2025 | $0.59 |
BLK | Ex-Dividend | Jun 5, 2025 | $5.21 |
NTRS | Ex-Dividend | Jun 6, 2025 | $0.75 |
CME | Ex-Dividend | Jun 9, 2025 | $1.25 |
FIS | Ex-Dividend | Jun 10, 2025 | $0.40 |
WKL.NV | Pay Day | Jun 11, 2025 | $1.58 |
TSM | Ex-Dividend | Jun 12, 2025 | $0.68 |
IBKR | Pay Day | Jun 13, 2025 | $0.32 |
BLK | Pay Day | Jun 23, 2025 | $5.21 |
FIS | Pay Day | Jun 24, 2025 | $0.40 |
CME | Pay Day | Jun 25, 2025 | $1.25 |
GS | Pay Day | Jun 27, 2025 | $3.00 |
WTW | Ex-Dividend | Jun 30, 2025 | $0.92 |
NTRS | Pay Day | Jul 1, 2025 | $0.75 |
TSM | Pay Day | Jul 10, 2025 | $0.68 |
WTW | Pay Day | Jul 15, 2025 | $0.92 |
Performance Metrics
Score 4/10
Beta
1.87
1.87
0
0.8
1.2
0
2
Sharpe Ratio
0.33
0.33
0
0.5
1
1.5
1.5
Sortino Ratio
0.55
0.55
0
1
2
3
3
Jensen's Alpha
0.17
0.17
-2
0
2
4.5
4.5
Omega Ratio
1.17
1.17
0
1
1.5
2.5
2.5
Treynor Ratio
0.61
0.61
0
0.75
1.25
2
2
Information Ratio
0.21
0.21
0
0.3
0.6
1
1
Calmar Ratio
0.17
0.17
0
0.3
0.6
1
1
Beta
1.87
1.87
0
0.8
1.2
0
2
Sharpe Ratio
0.33
0.33
0
0.5
1
1.5
1.5
Sortino Ratio
0.55
0.55
0
1
2
3
3
Jensen's Alpha
0.17
0.17
-2
0
2
4.5
4.5
Omega Ratio
1.17
1.17
0
1
1.5
2.5
2.5
Treynor Ratio
0.61
0.61
0
0.75
1.25
2
2
Information Ratio
0.21
0.21
0
0.3
0.6
1
1
Calmar Ratio
0.17
0.17
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
34.33
High:
AMD
85.89AMDLow:
WTW
-611.39WTWDetails
PEG Ratio
194.63
High:
COIN
980.42COINLow:
HIVE
-39.28HIVEDetails
Price/Book
7.31
High:
MA
79.57MALow:
CMPO
-15CMPODetails
Price/Sales
7.22
High:
NVDA
25.63NVDALow:
BKKT
0.02BKKTDetails
Price/CF
17.41
High:
WULF
113.46WULFLow:
IBKR
1.38IBKRDetails
Price/FCF
18.14
High:
CME
34,130.22CMELow:
LYG
0.87LYGDetails
P/E Ratio
34.33
High:AMD
85.89AMDLow:WTW
-611.39WTWDetails
PEG Ratio
194.63
High:COIN
980.42COINLow:HIVE
-39.28HIVEDetails
Price/Book
7.31
High:MA
79.57MALow:CMPO
-15CMPODetails
Price/Sales
7.22
High:NVDA
25.63NVDALow:BKKT
0.02BKKTDetails
Price/CF
17.41
High:WULF
113.46WULFLow:IBKR
1.38IBKRDetails
Price/FCF
18.14
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 | - | 6 |
-14.46% | Apr 2024 | Nov 2024 | 7 |
-13.14% | Apr 2021 | Oct 2021 | 6 |