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-1.48%
This Month
+2.28%
Year To Date
+46.14%
2 Years
+404.69%
5 Years
-78.28%
10 Years
-17.37%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies28.52%
- 📊 ETFs16.18%
- 🖥️ Technology Services16.1%
- 🛍️ Retail Trade5%
- 💼 Commercial Services4.57%
- 📡 Communications4.2%
- 💰 Finance3.67%
- 🚗 Consumer Durables3.47%
- 🪨 Non Energy Minerals3.15%
- 🛠️ Producer Manufacturing2.55%
- 💻 Electronic Technology2.45%
- 🚚 Transportation2.23%
- 🧬 Health Technology1.96%
- 🧪 Process Industries1.35%
- 💇♀️ Consumer Services1.19%
- 🏭 Industrial Services0.96%
- 💵 Cash0.52%
- 🧩 Miscellaneous0.46%
- 🍞 Consumer Non Durables0.39%
- ⚡ Utilities0.27%
- 🏥 Health Services0.13%
- ❓ Other0%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency28.52%
- 🇺🇸 NYSE27.38%
- 🇺🇸 Nasdaq20.66%
- 🇺🇸 Chicago Board Options Exchange10.85%
- 🇬🇧 LSE5.59%
- 🇭🇰 Hong Kong Exchanges2.36%
- 🇩🇪 FRA2.03%
- 🇨🇭 SIX0.82%
- 🇵🇹 Euronext Lisbon0.31%
- 🇩🇰 Copenhagen Stock Exchange0.27%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States26.56%
- 🇨🇳 China9.55%
- 🇬🇧 United Kingdom7.33%
- 🇩🇪 Germany4.15%
- 🇮🇱 Israel2.01%
- 🇨🇦 Canada0.93%
- 🇦🇹 Austria0.82%
- 🇹🇼 Taiwan0.66%
- 🇧🇷 Brazil0.62%
- 🇭🇰 Hong Kong0.59%
- 🇵🇹 Portugal0.31%
- 🇨🇭 Switzerland0.3%
- 🇩🇰 Denmark0.27%
- 🇱🇺 Luxembourg0%
Dividends
Dividend Yield
1.42%
38 out of 165 instruments pay dividend.
7 dividend payments in the next 30 days.
Highest Dividend: $SSSS (83.94%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 SSSS | 0.25% | 83.94% | $7.25 |
 EVR.L | 0.14% | 17.85% | - |
 T | 0.12% | 3.76% | $1.11 |
 AGNC | 0.11% | 13.97% | $1.44 |
 RIO | 0.08% | 5.81% | $4.34 |
 SDIV | 0.08% | 10.34% | - |
 ABDN.L | 0.08% | 7.81% | $0.15 |
 LGEN.L | 0.06% | 9.16% | $0.2 |
 VOW3.DE | 0.06% | 6.37% | $9.06 |
 VALE | 0.04% | 6.95% | $1.33 |
 PSN.L | 0.04% | 5.49% | $0.6 |
 KWEB | 0.03% | 3% | - |
 HMSO.L | 0.03% | 5.87% | $0.02 |
 VZ | 0.03% | 6.13% | $2.66 |
 BABA | 0.03% | 0.76% | $0.98 |
 VIPS | 0.02% | 2.68% | $0.41 |
 EPD | 0.02% | 6.8% | $2.03 |
 IMB.L | 0.02% | 6.03% | $1.49 |
 LHA.DE | 0.02% | 3.98% | $0.3 |
 JUP.L | 0.02% | 3.66% | $0.1 |
 VOD.L | 0.01% | 4.31% | $0.08 |
 BCP.LSB | 0.01% | 4.21% | $0.01 |
 FDX | 0.01% | 2.5% | $5.16 |
 ASHR | 0.01% | 1.09% | - |
 ZIL2.DE | 0.01% | 2.73% | $0.15 |
 00175.HK | 0.01% | 1.77% | $0.22 |
 EZJ.L | 0.01% | 2.59% | $0.05 |
 0700.HK | 0.01% | 0.74% | $3.4 |
 TSM | 0.01% | 1.01% | $1.74 |
 CQQQ | 0.01% | 0.25% | - |
 PNR | 0.01% | 0.89% | $0.91 |
 GPN | 0% | 1.14% | $1 |
 1585.HK | 0% | 1.62% | $0.48 |
 TME | 0% | 0.71% | $0.12 |
 RSW.L | 0% | 2.37% | $0.76 |
 INTC | 0% | 0.51% | $0.5 |
 ORSTED.CO | 0% | 0.46% | - |
 BAYN.DE | 0% | 0.39% | $0.11 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
FDX | Ex-Dividend | Sep 8, 2025 | $1.45 |
AGNC | Pay Day | Sep 10, 2025 | $0.12 |
GPN | Ex-Dividend | Sep 12, 2025 | $0.25 |
TSM | Ex-Dividend | Sep 16, 2025 | $0.82 |
ABDN.L | Pay Day | Sep 23, 2025 | $0.10 |
RIO | Pay Day | Sep 25, 2025 | $1.48 |
LGEN.L | Pay Day | Sep 26, 2025 | $0.08 |
GPN | Pay Day | Sep 26, 2025 | $0.25 |
IMB.L | Pay Day | Sep 30, 2025 | $0.53 |
FDX | Pay Day | Oct 1, 2025 | $1.45 |
TSM | Pay Day | Oct 9, 2025 | $0.82 |
HMSO.L | Pay Day | Oct 16, 2025 | $0.10 |
PSN.L | Ex-Dividend | Oct 16, 2025 | $0.27 |
PSN.L | Pay Day | Nov 7, 2025 | $0.27 |
KWEB | Pay Day | Dec 18, 2025 | $0.00 |
CQQQ | Pay Day | Dec 27, 2025 | $0.00 |
ASHR | Pay Day | Dec 30, 2025 | $0.00 |
Performance Metrics
Score 3.8/10
Beta
1.3
1.3
0
0.8
1.2
0
2
Sharpe Ratio
0.15
0.15
0
0.5
1
1.5
1.5
Sortino Ratio
0.31
0.31
0
1
2
3
3
Jensen's Alpha
-0.35
-0.35
-2
0
2
4.5
4.5
Omega Ratio
1.04
1.04
0
1
1.5
2.5
2.5
Treynor Ratio
0.9
0.9
0
0.75
1.25
2
2
Information Ratio
0.03
0.03
0
0.3
0.6
1
1
Calmar Ratio
-0.17
-0.17
-1
0.3
0.6
1
1
Beta
1.3
1.3
0
0.8
1.2
0
2
Sharpe Ratio
0.15
0.15
0
0.5
1
1.5
1.5
Sortino Ratio
0.31
0.31
0
1
2
3
3
Jensen's Alpha
-0.35
-0.35
-2
0
2
4.5
4.5
Omega Ratio
1.04
1.04
0
1
1.5
2.5
2.5
Treynor Ratio
0.9
0.9
0
0.75
1.25
2
2
Information Ratio
0.03
0.03
0
0.3
0.6
1
1
Calmar Ratio
-0.17
-0.17
-1
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
22.55
High:
TWLO
870.53TWLOLow:
NET
-620.32NETDetails
PEG Ratio
254.01
High:
RSW.L
5,450.56RSW.LLow:
GSAT
-1,139.07GSATDetails
Price/Book
2.82
High:
RBLX
254.7RBLXLow:
NIO
-76.32NIODetails
Price/Sales
2.51
High:
RGTI
569.03RGTILow:
CRBP
-CRBPDetails
Price/CF
11.3
High:
SKLZ
652.51SKLZLow:
XELA
0.05XELADetails
Price/FCF
30.86
High:
VALE
565.82VALELow:
IDEXQ
0.76IDEXQDetails
P/E Ratio
22.55
High:TWLO
870.53TWLOLow:NET
-620.32NETDetails
PEG Ratio
254.01
High:RSW.L
5,450.56RSW.LLow:GSAT
-1,139.07GSATDetails
Price/Book
2.82
High:RBLX
254.7RBLXLow:NIO
-76.32NIODetails
Price/Sales
2.51
High:RGTI
569.03RGTILow:CRBP
-CRBPDetails
Price/CF
11.3
High:SKLZ
652.51SKLZLow:XELA
0.05XELADetails
Price/FCF
30.86
High:VALE
565.82VALELow:IDEXQ
0.76IDEXQDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-96.61% | Aug 2017 | - | 98 |