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+0.36%
This Month
+14.94%
Year To Date
+178.93%
2 Years
+36.34%
5 Years
+36.34%
10 Years
+8.06%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies35.14%
- 💵 Cash30.77%
- 💻 Electronic Technology20.19%
- 🖥️ Technology Services8.87%
- 💰 Finance3.18%
- 📊 ETFs1.97%
- 🍞 Consumer Non Durables1.75%
- 🧬 Health Technology1.72%
- 🛍️ Retail Trade1.53%
- 🚗 Consumer Durables1.39%
- ⛏️ Energy Minerals0.85%
- 🛠️ Producer Manufacturing0.46%
- ⚡ Utilities0.19%
- 🚚 Transportation0.19%
- 🧪 Process Industries0.17%
- 🪨 Non Energy Minerals0.16%
- 💇♀️ Consumer Services0.15%
- 🏭 Industrial Services0.14%
- 📡 Communications0.04%
- 💼 Commercial Services0.04%
- 📦 Distribution Services0.04%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency35.14%
- 🇺🇸 Nasdaq18.65%
- 🇺🇸 NYSE9.02%
- 🇩🇪 FRA5.82%
- 🇬🇧 LSE5.75%
- 🇫🇷 Euronext Paris1.99%
- 🇸🇪 Stockholm Stock Exchange0.81%
- 🇪🇸 Bolsa De Madrid0.35%
- 🇮🇹 Borsa Italiana0.23%
- 🇩🇰 Copenhagen Stock Exchange0.18%
- 🇳🇱 Euronext Amsterdam0.1%
- 🇩🇪 Xetra ETFs0.06%
- 🇺🇸 Chicago Board Options Exchange0.06%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States25.4%
- 🇩🇪 Germany5.82%
- 🇬🇧 United Kingdom5.13%
- 🇫🇷 France1.47%
- 🇸🇪 Sweden0.81%
- 🇳🇱 Netherlands0.57%
- 🇹🇼 Taiwan0.41%
- 🇧🇷 Brazil0.37%
- 🇪🇸 Spain0.35%
- 🇮🇹 Italy0.23%
- 🇩🇰 Denmark0.18%
- 🇨🇦 Canada0.08%
- 🇨🇭 Switzerland0.08%
- 🇨🇳 China0.06%
- 🇮🇪 Ireland0.05%
- 🇨🇾 Cyprus0.05%
Dividends
Dividend Yield
0.45%
93 out of 141 instruments pay dividend.
31 dividend payments in the next 30 days.
Highest Dividend: $PBR (14.83%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 MUV2.DE | 0.06% | 3.74% | $15 |
 RR.L | 0.04% | 0.97% | - |
 PBR | 0.02% | 14.83% | $1.73 |
 PBR.A | 0.02% | 10.25% | $2.21 |
 MC.PA | 0.02% | 2.64% | $13 |
 RTX | 0.01% | 1.65% | $2.44 |
 RHM.DE | 0.01% | 0.46% | $5.7 |
 MRK | 0.01% | 3.87% | $3.04 |
 PFE | 0.01% | 6.98% | $1.66 |
 MSFT | 0.01% | 0.65% | $3 |
 IBM | 0.01% | 2.71% | $6.65 |
 AGNC | 0.01% | 14.12% | $1.44 |
 RMS.PA | 0.01% | 1.29% | $25 |
 FSK | 0.01% | 13.7% | $2.47 |
 AXP | 0.01% | 0.92% | $2.6 |
 NOVO-B.CO | 0.01% | 3.28% | $9.4 |
 LMT | 0.01% | 2.9% | $12.45 |
 BA.L | 0.01% | 1.92% | $0.3 |
 AIR.PA | 0.01% | 1.08% | $1.8 |
 AAPL | 0.01% | 0.43% | $0.97 |
 HPQ | 0.01% | 4% | $1.1 |
 CRM | 0.01% | 0.67% | $0.4 |
 CVX | 0% | 4.31% | $6.28 |
 XOM | 0% | 3.54% | $3.76 |
 WMT | 0% | 0.93% | $0.81 |
 AEP | 0% | 3.42% | $3.47 |
 HAG.DE | 0% | 0.55% | $0.4 |
 GD | 0% | 1.84% | $5.48 |
 GUSH | 0% | 3.04% | - |
 BATS.L | 0% | 5.82% | $2.36 |
 TSM | 0% | 1.04% | $1.74 |
 BLK | 0% | 1.89% | $20.2 |
 TQQQ | 0% | 1.11% | - |
 HLAG.DE | 0% | 6.85% | $9.25 |
 HYG | 0% | 5.77% | - |
 AVGO | 0% | 0.67% | $19.7 |
 DEZ.DE | 0% | 1.77% | $0.17 |
 SHEL.L | 0% | 4.02% | $0.8 |
 SAABB.ST | 0% | 0.39% | $1.6 |
 GOOGL | 0% | 0.35% | $0.2 |
 BP.L | 0% | 5.78% | $0.23 |
 PEP | 0% | 3.83% | $5.15 |
 BAS.DE | 0% | 5.09% | $3.4 |
 FDX | 0% | 2.51% | $5.16 |
 HDV | 0% | 3.46% | - |
 NOC | 0% | 1.51% | $7.67 |
 XLK | 0% | 0.61% | - |
 AU | 0% | 2.79% | $0.22 |
 AMGN | 0% | 3.35% | $8.76 |
 XLE | 0% | 3.37% | - |
 AMT | 0% | 3.4% | $6.56 |
 MCD | 0% | 2.24% | $6.53 |
 KO | 0% | 2.96% | $1.89 |
 IUSA.L | 0% | 1.94% | - |
 JNJ | 0% | 2.86% | $4.81 |
 GOOG | 0% | 0.35% | $0.2 |
 PG | 0% | 2.61% | $3.83 |
 BNR.DE | 0% | 4.04% | $2.1 |
 IDR.MC | 0% | 0.61% | $0.2 |
 APD | 0% | 2.46% | $7.04 |
 COP | 0% | 3.26% | $3.25 |
 META | 0% | 0.27% | $1 |
 LHX | 0% | 1.74% | $4.6 |
 COST | 0% | 0.52% | $19.22 |
 LOW | 0% | 1.78% | $4.45 |
 NVDA | 0% | 0.02% | $0.02 |
 LLY | 0% | 0.78% | $4.86 |
 CF | 0% | 2.38% | $1.8 |
 DGE.L | 0% | 3.91% | $0.81 |
 COKE | 0% | 0.84% | $2 |
 ALM.MC | 0% | 1.36% | $0.15 |
 INTU | 0% | 0.65% | $3.6 |
 HO.PA | 0% | 1.66% | $3.4 |
 SPY5.L | 0% | 1.05% | - |
 AM.PA | 0% | 1.75% | $3.37 |
 AEM | 0% | 1.11% | $1.6 |
 WM | 0% | 1.43% | $2.9 |
 MRO.L | 0% | 1.05% | $0.05 |
 LDO.MI | 0% | 1.09% | $0.28 |
 THEON.NV | 0% | 1.47% | - |
 NRG | 0% | 1.17% | $1.57 |
 BABA | 0% | 0.77% | $0.98 |
 ASML.NV | 0% | 0.98% | $6.1 |
 ORCL | 0% | 0.8% | $1.6 |
 BKNG | 0% | 0.67% | $17.5 |
 R3NK.DE | 0% | 0.62% | - |
 BAB.L | 0% | 0.6% | $0.02 |
 ITA | 0% | 0.58% | - |
 MA | 0% | 0.5% | $2.46 |
 IBKR | 0% | 0.44% | $0.55 |
 HWM | 0% | 0.22% | $0.19 |
 GEV | 0% | 0.13% | - |
 TXT | 0% | 0.1% | $0.08 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
GOOG | Ex-Dividend | Sep 8, 2025 | $0.21 |
FDX | Ex-Dividend | Sep 8, 2025 | $1.45 |
GOOGL | Ex-Dividend | Sep 8, 2025 | $0.21 |
JNJ | Pay Day | Sep 9, 2025 | $1.30 |
CVX | Pay Day | Sep 10, 2025 | $1.71 |
HPQ | Ex-Dividend | Sep 10, 2025 | $0.29 |
IBM | Pay Day | Sep 10, 2025 | $1.68 |
XOM | Pay Day | Sep 10, 2025 | $0.99 |
AGNC | Pay Day | Sep 10, 2025 | $0.12 |
LLY | Pay Day | Sep 10, 2025 | $1.50 |
AEP | Pay Day | Sep 10, 2025 | $0.93 |
MSFT | Pay Day | Sep 11, 2025 | $0.83 |
NVDA | Ex-Dividend | Sep 11, 2025 | $0.01 |
AMGN | Pay Day | Sep 12, 2025 | $2.38 |
WM | Ex-Dividend | Sep 12, 2025 | $0.82 |
TXT | Ex-Dividend | Sep 12, 2025 | $0.02 |
IBKR | Pay Day | Sep 12, 2025 | $0.08 |
GOOG | Pay Day | Sep 15, 2025 | $0.21 |
KO | Ex-Dividend | Sep 15, 2025 | $0.51 |
MRK | Ex-Dividend | Sep 15, 2025 | $0.81 |
MRO.L | Pay Day | Sep 15, 2025 | $0.03 |
GOOGL | Pay Day | Sep 15, 2025 | $0.21 |
MCD | Pay Day | Sep 16, 2025 | $1.77 |
TSM | Ex-Dividend | Sep 16, 2025 | $0.82 |
NOC | Pay Day | Sep 17, 2025 | $2.31 |
FSK | Ex-Dividend | Sep 17, 2025 | $0.70 |
LHX | Pay Day | Sep 22, 2025 | $1.20 |
SHEL.L | Pay Day | Sep 22, 2025 | $0.36 |
AVGO | Ex-Dividend | Sep 22, 2025 | $0.59 |
BLK | Pay Day | Sep 23, 2025 | $5.21 |
LMT | Pay Day | Sep 26, 2025 | $3.30 |
WM | Pay Day | Sep 26, 2025 | $0.82 |
PBR | Pay Day | Sep 29, 2025 | $0.11 |
PEP | Pay Day | Sep 30, 2025 | $1.42 |
BKNG | Pay Day | Sep 30, 2025 | $9.60 |
BAB.L | Pay Day | Sep 30, 2025 | $0.06 |
AVGO | Pay Day | Sep 30, 2025 | $0.59 |
HPQ | Pay Day | Oct 1, 2025 | $0.29 |
KO | Pay Day | Oct 1, 2025 | $0.51 |
FDX | Pay Day | Oct 1, 2025 | $1.45 |
TXT | Pay Day | Oct 1, 2025 | $0.02 |
APD | Ex-Dividend | Oct 1, 2025 | $1.79 |
NVDA | Pay Day | Oct 2, 2025 | $0.01 |
BATS.L | Ex-Dividend | Oct 2, 2025 | $0.76 |
FSK | Pay Day | Oct 2, 2025 | $0.70 |
MRK | Pay Day | Oct 7, 2025 | $0.81 |
INTU | Ex-Dividend | Oct 9, 2025 | $1.20 |
TSM | Pay Day | Oct 9, 2025 | $0.82 |
GD | Ex-Dividend | Oct 10, 2025 | $1.50 |
DGE.L | Ex-Dividend | Oct 16, 2025 | $0.84 |
INTU | Pay Day | Oct 17, 2025 | $1.20 |
LOW | Ex-Dividend | Oct 22, 2025 | $1.20 |
LOW | Pay Day | Nov 5, 2025 | $1.20 |
BATS.L | Pay Day | Nov 7, 2025 | $0.76 |
APD | Pay Day | Nov 10, 2025 | $1.79 |
GD | Pay Day | Nov 14, 2025 | $1.50 |
AEM | Ex-Dividend | Dec 1, 2025 | $0.40 |
MC.PA | Ex-Dividend | Dec 2, 2025 | $6.47 |
MC.PA | Pay Day | Dec 4, 2025 | $6.47 |
DGE.L | Pay Day | Dec 4, 2025 | $0.84 |
WMT | Ex-Dividend | Dec 12, 2025 | $0.24 |
AEM | Pay Day | Dec 15, 2025 | $0.40 |
WMT | Pay Day | Jan 5, 2026 | $0.24 |
Performance Metrics
Score 3.2/10
Beta
1.76
1.76
0
0.8
1.2
0
2
Sharpe Ratio
0.29
0.29
0
0.5
1
1.5
1.5
Sortino Ratio
0.47
0.47
0
1
2
3
3
Jensen's Alpha
-2.14
-2.14
-3
0
2
4.5
4.5
Omega Ratio
1.1
1.1
0
1
1.5
2.5
2.5
Treynor Ratio
0.59
0.59
0
0.75
1.25
2
2
Information Ratio
0.12
0.12
0
0.3
0.6
1
1
Calmar Ratio
0.11
0.11
0
0.3
0.6
1
1
Beta
1.76
1.76
0
0.8
1.2
0
2
Sharpe Ratio
0.29
0.29
0
0.5
1
1.5
1.5
Sortino Ratio
0.47
0.47
0
1
2
3
3
Jensen's Alpha
-2.14
-2.14
-3
0
2
4.5
4.5
Omega Ratio
1.1
1.1
0
1
1.5
2.5
2.5
Treynor Ratio
0.59
0.59
0
0.75
1.25
2
2
Information Ratio
0.12
0.12
0
0.3
0.6
1
1
Calmar Ratio
0.11
0.11
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
40.27
High:
PLTR
518.91PLTRLow:
CRWD
-344.69CRWDDetails
PEG Ratio
1,257.8
High:
AAPL
24,779.06AAPLLow:
VRNA
-300.77VRNADetails
Price/Book
16.64
High:
APP
145.13APPLow:
MCD
-81.96MCDDetails
Price/Sales
11.03
High:
ASTS
2,070.63ASTSLow:
WIZZ.L
0.31WIZZ.LDetails
Price/CF
33.52
High:
MSTR
7,511.07MSTRLow:
IBKR
0.74IBKRDetails
Price/FCF
55.8
High:
PEP
5,253.35PEPLow:IBKR
0.74IBKRDetails
P/E Ratio
40.27
High:PLTR
518.91PLTRLow:CRWD
-344.69CRWDDetails
PEG Ratio
1,257.8
High:AAPL
24,779.06AAPLLow:VRNA
-300.77VRNADetails
Price/Book
16.64
High:APP
145.13APPLow:MCD
-81.96MCDDetails
Price/Sales
11.03
High:ASTS
2,070.63ASTSLow:WIZZ.L
0.31WIZZ.LDetails
Price/CF
33.52
High:MSTR
7,511.07MSTRLow:IBKR
0.74IBKRDetails
Price/FCF
55.8
High:PEP
5,253.35PEPLow:IBKR
0.74IBKRDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-65.89% | Sep 2021 | Nov 2024 | 38 |
-14.71% | Feb 2025 | Jul 2025 | 5 |
-10.51% | Jun 2021 | Aug 2021 | 2 |
-4.08% | Dec 2024 | Jan 2025 | 1 |