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+0.54%
Today
-4.65%
This Month
-17.17%
Year To Date
+58.67%
2 Years
+269.71%
5 Years
+11.59%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs47.21%
- 🪙 Cryptocurrencies26.76%
- 🖥️ Technology Services9.23%
- 💻 Electronic Technology8.81%
- 🛍️ Retail Trade3.2%
- 🚗 Consumer Durables1.57%
- 💼 Commercial Services1.08%
- 💇♀️ Consumer Services1.07%
- 🚚 Transportation0.78%
- 💰 Finance0.21%
- 💵 Cash0.08%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq48.27%
- 🌍 Digital Currency26.76%
- 🇺🇸 NYSE21.27%
- 🇺🇸 Chicago Board Options Exchange2.73%
- 🇬🇧 LSE0.89%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States24.54%
- 🇨🇳 China0.69%
- 🇮🇱 Israel0.37%
- 🇨🇦 Canada0.36%
Dividends
Dividend Yield
0.82%
19 out of 36 instruments pay dividend.
2 dividend payments in the next 30 days.
Highest Dividend: $JEPQ (10.92%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 JEPQ | 0.24% | 10.92% | - |
 QQQ | 0.14% | 0.64% | - |
 SPY | 0.12% | 1.28% | - |
 VOOV | 0.09% | 2.14% | - |
 EWZ | 0.08% | 7.77% | - |
 VWO | 0.03% | 3.14% | - |
 META | 0.02% | 0.4% | $1 |
 INDA | 0.02% | 0.78% | - |
 FXI | 0.02% | 1.5% | - |
 GOOG | 0.01% | 0.52% | $0.2 |
 AAPL | 0.01% | 0.51% | $0.97 |
 BABA | 0.01% | 0.9% | $0.98 |
 TAN | 0.01% | 0.54% | - |
 MSFT | 0.01% | 0.88% | $3 |
 VOO | 0% | 1.36% | - |
 NVDA | 0% | 0.04% | $0.02 |
 LIT | 0% | 0.98% | - |
 FIW.US | 0% | 0.74% | - |
 CRM | 0% | 0.65% | $0.4 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
CRM | Pay Day | Apr 24, 2025 | $0.42 |
QQQ | Pay Day | Apr 24, 2025 | $0.72 |
MSFT | Ex-Dividend | May 15, 2025 | $0.83 |
MSFT | Pay Day | Jun 12, 2025 | $0.83 |
FXI | Pay Day | Jun 17, 2025 | $0.08 |
EWZ | Pay Day | Jun 17, 2025 | $0.91 |
FIW.US | Pay Day | Jun 28, 2025 | $0.21 |
VOOV | Pay Day | Jul 2, 2025 | $0.99 |
INDA | Pay Day | Dec 20, 2025 | $0.40 |
TAN | Pay Day | Dec 27, 2025 | $0.17 |
Performance Metrics
Score 5.2/10
Beta
1.33
1.33
0
0.8
1.2
0
2
Sharpe Ratio
0.44
0.44
0
0.5
1
1.5
1.5
Sortino Ratio
0.73
0.73
0
1
2
3
3
Jensen's Alpha
1.79
1.79
-2
0
2
4.5
4.5
Omega Ratio
1.16
1.16
0
1
1.5
2.5
2.5
Treynor Ratio
0.94
0.94
0
0.75
1.25
2
2
Information Ratio
0.19
0.19
0
0.3
0.6
1
1
Calmar Ratio
0.2
0.2
0
0.3
0.6
1
1
Beta
1.33
1.33
0
0.8
1.2
0
2
Sharpe Ratio
0.44
0.44
0
0.5
1
1.5
1.5
Sortino Ratio
0.73
0.73
0
1
2
3
3
Jensen's Alpha
1.79
1.79
-2
0
2
4.5
4.5
Omega Ratio
1.16
1.16
0
1
1.5
2.5
2.5
Treynor Ratio
0.94
0.94
0
0.75
1.25
2
2
Information Ratio
0.19
0.19
0
0.3
0.6
1
1
Calmar Ratio
0.2
0.2
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
28.87
High:
TSLA
118.42TSLALow:
TEAM
-152.54TEAMDetails
PEG Ratio
8.26
High:
PYPL
342.66PYPLLow:TEAM
-1,385.48TEAMDetails
Price/Book
11.42
High:
AAPL
44.38AAPLLow:
CSIQ
0.17CSIQDetails
Price/Sales
7.79
High:
NVDA
19.21NVDALow:CSIQ
0.09CSIQDetails
Price/CF
28.82
High:TSLA
95.18TSLALow:CSIQ
4.9CSIQDetails
Price/FCF
48.49
High:TSLA
396.62TSLALow:PYPL
12.79PYPLDetails
P/E Ratio
28.87
High:TSLA
118.42TSLALow:TEAM
-152.54TEAMDetails
PEG Ratio
8.26
High:PYPL
342.66PYPLLow:TEAM
-1,385.48TEAMDetails
Price/Book
11.42
High:AAPL
44.38AAPLLow:CSIQ
0.17CSIQDetails
Price/Sales
7.79
High:NVDA
19.21NVDALow:CSIQ
0.09CSIQDetails
Price/CF
28.82
High:TSLA
95.18TSLALow:CSIQ
4.9CSIQDetails
Price/FCF
48.49
High:TSLA
396.62TSLALow:PYPL
12.79PYPLDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-61.06% | Jan 2018 | Nov 2020 | 34 |
-47.91% | Nov 2021 | Feb 2024 | 27 |
-20.31% | Feb 2025 | - | 3 |
-10.22% | May 2021 | Aug 2021 | 3 |
-8.17% | Apr 2024 | May 2024 | 1 |
-6.6% | Sep 2021 | Oct 2021 | 1 |
-4.46% | Jul 2024 | Oct 2024 | 3 |
-1.84% | Dec 2024 | Jan 2025 | 1 |