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+0.54%
Today
+2.33%
This Month
+3.9%
Year To Date
+104.76%
2 Years
+64%
5 Years
+14.1%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💰 Finance39.99%
- 🪙 Cryptocurrencies27.12%
- 🖥️ Technology Services14.89%
- 💼 Commercial Services7.91%
- 💻 Electronic Technology6.88%
- 💵 Cash4.54%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq39.13%
- 🌍 Digital Currency27.12%
- 🇺🇸 NYSE26.16%
- 🇪🇸 Bolsa De Madrid2.65%
- 🇳🇱 Euronext Amsterdam1.73%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States53.31%
- 🇬🇧 United Kingdom4.75%
- 🇪🇸 Spain2.65%
- 🇮🇪 Ireland1.88%
- 🇳🇱 Netherlands1.73%
- 🇹🇼 Taiwan1.59%
- 🇸🇬 Singapore1.57%
- 🇦🇺 Australia1.42%
- 🇨🇦 Canada0.77%
Dividends
Dividend Yield
0.86%
20 out of 40 instruments pay dividend.
7 dividend payments in the next 30 days.
Highest Dividend: $BBVA.MC (4.35%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 BBVA.MC | 0.12% | 4.35% | $0.45 |
 CME | 0.11% | 3.93% | $9.75 |
 LYG | 0.11% | 3.78% | $0.14 |
 NTRS | 0.06% | 2.74% | $3 |
 IBKR | 0.06% | 2.06% | $0.55 |
 BK | 0.05% | 2.09% | $1.68 |
 BLK | 0.04% | 2.13% | $20.2 |
 GS | 0.04% | 1.92% | $11 |
 CMPO | 0.04% | 2.16% | $0.3 |
 INTC | 0.04% | 2.4% | $0.5 |
 FIS | 0.04% | 1.89% | $1.76 |
 MMC | 0.03% | 1.51% | $2.84 |
 WKL.NV | 0.03% | 1.63% | $2.08 |
 AXP | 0.02% | 1% | $2.6 |
 WTW | 0.02% | 1.21% | $3.44 |
 V | 0.02% | 0.64% | $2.01 |
 TSM | 0.02% | 1.06% | $1.74 |
 AON | 0.01% | 0.79% | $2.52 |
 MA | 0.01% | 0.5% | $2.46 |
 NVDA | 0% | 0.03% | $0.02 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
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 |
AXP | Ex-Dividend | Jul 3, 2025 | $0.82 |
NVDA | Pay Day | Jul 3, 2025 | $0.01 |
WTW | Pay Day | Jul 15, 2025 | $0.92 |
AXP | Pay Day | Aug 8, 2025 | $0.82 |
TSM | Ex-Dividend | Sep 16, 2025 | $0.82 |
TSM | Pay Day | Oct 9, 2025 | $0.82 |
Performance Metrics
Score 4.3/10
Beta
1.87
1.87
0
0.8
1.2
0
2
Sharpe Ratio
0.39
0.39
0
0.5
1
1.5
1.5
Sortino Ratio
0.65
0.65
0
1
2
3
3
Jensen's Alpha
0.18
0.18
-2
0
2
4.5
4.5
Omega Ratio
1.2
1.2
0
1
1.5
2.5
2.5
Treynor Ratio
0.71
0.71
0
0.75
1.25
2
2
Information Ratio
0.24
0.24
0
0.3
0.6
1
1
Calmar Ratio
0.21
0.21
0
0.3
0.6
1
1
Beta
1.87
1.87
0
0.8
1.2
0
2
Sharpe Ratio
0.39
0.39
0
0.5
1
1.5
1.5
Sortino Ratio
0.65
0.65
0
1
2
3
3
Jensen's Alpha
0.18
0.18
-2
0
2
4.5
4.5
Omega Ratio
1.2
1.2
0
1
1.5
2.5
2.5
Treynor Ratio
0.71
0.71
0
0.75
1.25
2
2
Information Ratio
0.24
0.24
0
0.3
0.6
1
1
Calmar Ratio
0.21
0.21
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
34.65
High:
AMD
93.17AMDLow:
WTW
-583.67WTWDetails
PEG Ratio
176.86
High:
COIN
934.08COINLow:
HIVE
-33.41HIVEDetails
Price/Book
7.57
High:
MA
77.68MALow:
CMPO
-16.3CMPODetails
Price/Sales
7.45
High:
NVDA
23.88NVDALow:
BKKT
0.02BKKTDetails
Price/CF
17.39
High:
WULF
113.46WULFLow:
IBKR
1.38IBKRDetails
Price/FCF
18.22
High:
CME
34,130.22CMELow:
LYG
0.87LYGDetails
P/E Ratio
34.65
High:AMD
93.17AMDLow:WTW
-583.67WTWDetails
PEG Ratio
176.86
High:COIN
934.08COINLow:HIVE
-33.41HIVEDetails
Price/Book
7.57
High:MA
77.68MALow:CMPO
-16.3CMPODetails
Price/Sales
7.45
High:NVDA
23.88NVDALow:BKKT
0.02BKKTDetails
Price/CF
17.39
High:WULF
113.46WULFLow:IBKR
1.38IBKRDetails
Price/FCF
18.22
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 | - | 7 |
-14.46% | Apr 2024 | Nov 2024 | 7 |
-13.14% | Apr 2021 | Oct 2021 | 6 |