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+1.13%
Today
+2.77%
This Month
-7.11%
Year To Date
+24.46%
2 Years
+412.72%
5 Years
-18.9%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies25.11%
- 🖥️ Technology Services18.18%
- 📊 ETFs16.8%
- 🛍️ Retail Trade5.8%
- 💼 Commercial Services5.02%
- 📡 Communications4.85%
- 💰 Finance4.06%
- 🪨 Non Energy Minerals3.23%
- 🛠️ Producer Manufacturing2.72%
- 🚗 Consumer Durables2.48%
- ⚡ Utilities2.01%
- 🚚 Transportation1.93%
- 🧬 Health Technology1.85%
- 💻 Electronic Technology1.4%
- 💇♀️ Consumer Services1.1%
- 🧪 Process Industries0.91%
- 🧩 Miscellaneous0.83%
- 🏭 Industrial Services0.65%
- 🍞 Consumer Non Durables0.34%
- 💵 Cash0.23%
- 🏥 Health Services0.14%
- ❓ Other0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE30.22%
- 🌍 Digital Currency25.11%
- 🇺🇸 Nasdaq19.02%
- 🇺🇸 Chicago Board Options Exchange11.63%
- 🇬🇧 LSE6.2%
- 🇭🇰 Hong Kong Exchanges2.87%
- 🇩🇪 FRA1.68%
- 🇮🇹 Borsa Italiana1.59%
- 🇩🇰 Copenhagen Stock Exchange0.41%
- 🇵🇹 Euronext Lisbon0.33%
- 🇨🇭 SIX0.32%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States27.05%
- 🇨🇳 China12.49%
- 🇬🇧 United Kingdom8.13%
- 🇩🇪 Germany2.74%
- 🇮🇱 Israel2.17%
- 🇮🇹 Italy1.59%
- 🇭🇰 Hong Kong0.87%
- 🇧🇷 Brazil0.64%
- 🇨🇦 Canada0.54%
- 🇩🇰 Denmark0.41%
- 🇵🇹 Portugal0.33%
- 🇦🇹 Austria0.32%
- 🇨🇭 Switzerland0.2%
- 🇱🇺 Luxembourg0%
Dividends
Dividend Yield
1.71%
36 out of 161 instruments pay dividend.
2 dividend payments in the next 30 days.
Highest Dividend: $SSSS (98.11%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 SSSS | 0.29% | 98.11% | $7.25 |
 T | 0.16% | 3.95% | $1.11 |
 EVR.L | 0.16% | 17.85% | - |
 AGNC | 0.15% | 15.79% | $1.44 |
 ABDN.L | 0.1% | 7.99% | $0.15 |
 RIO | 0.1% | 6.77% | $4.34 |
 ENEL.MI | 0.09% | 5.85% | $0.43 |
 SDIV | 0.08% | 10.78% | - |
 LGEN.L | 0.05% | 8.36% | $0.2 |
 VALE | 0.05% | 7.87% | $1.33 |
 JUP.L | 0.05% | 5.86% | $0.1 |
 PSN.L | 0.04% | 4.66% | $0.6 |
 VZ | 0.04% | 6.16% | $2.66 |
 BABA | 0.04% | 0.86% | $0.98 |
 KWEB | 0.03% | 3.09% | - |
 VOW3.DE | 0.03% | 6.94% | $9.06 |
 HMSO.L | 0.03% | 5.29% | $0.02 |
 VIPS | 0.03% | 3.14% | $0.41 |
 TME | 0.02% | 0.97% | $0.12 |
 IMB.L | 0.02% | 6.58% | $1.49 |
 LHA.DE | 0.02% | 4.19% | $0.3 |
 ZIL2.DE | 0.01% | 3.44% | $0.15 |
 BCP.LSB | 0.01% | 4.48% | $0.01 |
 ASHR | 0.01% | 1.13% | - |
 00175.HK | 0.01% | 1.84% | $0.22 |
 0992.HK | 0.01% | 4.33% | $0.38 |
 EZJ.L | 0.01% | 2.08% | $0.05 |
 0700.HK | 0.01% | 0.88% | $3.4 |
 INTC | 0.01% | 2.49% | $0.5 |
 PNR | 0.01% | 0.98% | $0.91 |
 CQQQ | 0.01% | 0.27% | - |
 GPN | 0.01% | 1.3% | $1 |
 1585.HK | 0.01% | 1.79% | $0.48 |
 RSW.L | 0% | 2.9% | $0.76 |
 ORSTED.CO | 0% | 0.46% | - |
 BAYN.DE | 0% | 0.42% | $0.11 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
AGNC | Pay Day | Jun 10, 2025 | $0.12 |
00175.HK | Ex-Dividend | Jun 11, 2025 | $0.04 |
BABA | Ex-Dividend | Jun 12, 2025 | $0.95 |
GPN | Ex-Dividend | Jun 13, 2025 | $0.25 |
PSN.L | Ex-Dividend | Jun 19, 2025 | $0.52 |
GPN | Pay Day | Jun 27, 2025 | $0.25 |
VZ | Ex-Dividend | Jul 10, 2025 | $0.68 |
BABA | Pay Day | Jul 10, 2025 | $0.95 |
PSN.L | Pay Day | Jul 11, 2025 | $0.52 |
PNR | Ex-Dividend | Jul 18, 2025 | $0.25 |
ENEL.MI | Ex-Dividend | Jul 21, 2025 | $0.28 |
ENEL.MI | Pay Day | Jul 23, 2025 | $0.28 |
00175.HK | Pay Day | Jul 25, 2025 | $0.04 |
0992.HK | Ex-Dividend | Jul 30, 2025 | $0.04 |
VZ | Pay Day | Aug 1, 2025 | $0.68 |
PNR | Pay Day | Aug 1, 2025 | $0.25 |
0992.HK | Pay Day | Aug 13, 2025 | $0.04 |
IMB.L | Ex-Dividend | Aug 21, 2025 | $0.53 |
IMB.L | Pay Day | Sep 30, 2025 | $0.53 |
KWEB | Pay Day | Dec 18, 2025 | $0.00 |
CQQQ | Pay Day | Dec 27, 2025 | $0.00 |
ASHR | Pay Day | Dec 30, 2025 | $0.30 |
Performance Metrics
Score 3.7/10
Beta
1.3
1.3
0
0.8
1.2
0
2
Sharpe Ratio
0.13
0.13
0
0.5
1
1.5
1.5
Sortino Ratio
0.28
0.28
0
1
2
3
3
Jensen's Alpha
-0.49
-0.49
-2
0
2
4.5
4.5
Omega Ratio
1.03
1.03
0
1
1.5
2.5
2.5
Treynor Ratio
0.82
0.82
0
0.75
1.25
2
2
Information Ratio
0.03
0.03
0
0.3
0.6
1
1
Calmar Ratio
-0.19
-0.19
-1
0.3
0.6
1
1
Beta
1.3
1.3
0
0.8
1.2
0
2
Sharpe Ratio
0.13
0.13
0
0.5
1
1.5
1.5
Sortino Ratio
0.28
0.28
0
1
2
3
3
Jensen's Alpha
-0.49
-0.49
-2
0
2
4.5
4.5
Omega Ratio
1.03
1.03
0
1
1.5
2.5
2.5
Treynor Ratio
0.82
0.82
0
0.75
1.25
2
2
Information Ratio
0.03
0.03
0
0.3
0.6
1
1
Calmar Ratio
-0.19
-0.19
-1
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
18.39
High:
LYFT
114.36LYFTLow:
NET
-756.19NETDetails
PEG Ratio
-49.1
High:
RSW.L
4,514.87RSW.LLow:NET
-1,345.66NETDetails
Price/Book
2.15
High:
RBLX
208.98RBLXLow:
NIO
-139.72NIODetails
Price/Sales
1.84
High:
AYRO
661.31AYROLow:
CRBP
-CRBPDetails
Price/CF
8.94
High:
SKLZ
652.51SKLZLow:
XELA
0.7XELADetails
Price/FCF
19.32
High:
VALE
565.82VALELow:
IDEXQ
0.76IDEXQDetails
P/E Ratio
18.39
High:LYFT
114.36LYFTLow:NET
-756.19NETDetails
PEG Ratio
-49.1
High:RSW.L
4,514.87RSW.LLow:NET
-1,345.66NETDetails
Price/Book
2.15
High:RBLX
208.98RBLXLow:NIO
-139.72NIODetails
Price/Sales
1.84
High:AYRO
661.31AYROLow:CRBP
-CRBPDetails
Price/CF
8.94
High:SKLZ
652.51SKLZLow:XELA
0.7XELADetails
Price/FCF
19.32
High:VALE
565.82VALELow:IDEXQ
0.76IDEXQDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-96.61% | Aug 2017 | - | 95 |