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-0.74%
Today
+5.31%
This Month
-9.85%
Year To Date
+70.28%
2 Years
+61.72%
5 Years
-14.61%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies69.49%
- 🖥️ Technology Services9.22%
- ❓ Other5.7%
- 💰 Finance4.63%
- 🚚 Transportation3.31%
- 💼 Commercial Services2.14%
- 💇♀️ Consumer Services1.93%
- 💻 Electronic Technology1.17%
- 🚗 Consumer Durables0.66%
- 📊 ETFs0.64%
- ⛏️ Energy Minerals0.38%
- 🧬 Health Technology0.34%
- 🛍️ Retail Trade0.14%
- 🧪 Process Industries0.14%
- 💵 Cash0.09%
- 🛠️ Producer Manufacturing0.01%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency69.49%
- 🇺🇸 Nasdaq11.25%
- 🇺🇸 NYSE8.84%
- 🌍 Extended Hours Trading7.88%
- 🇳🇱 Euronext Amsterdam1.93%
- 🇭🇰 Hong Kong Exchanges0.26%
- 🇺🇸 Chicago Board Options Exchange0.16%
- 🇪🇸 Bolsa De Madrid0.09%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States17.74%
- 🇨🇦 Canada2.11%
- 🇳🇱 Netherlands1.93%
- 🇱🇺 Luxembourg1.4%
- 🇨🇳 China0.54%
- 🇭🇰 Hong Kong0.15%
- 🇪🇸 Spain0.09%
- 🇹🇼 Taiwan0.07%
- 🇮🇪 Ireland0.02%
- 🇮🇱 Israel0.01%
Dividends
Dividend Yield
0.07%
23 out of 107 instruments pay dividend.
4 dividend payments in the next 30 days.
Highest Dividend: $PFE (6.95%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 CVX | 0.02% | 4.46% | $6.28 |
 PFE | 0.01% | 6.95% | $1.66 |
 GOOG.EXT | 0.01% | 0.45% | - |
 00011.HK | 0.01% | 5.67% | $6.6 |
 LEN | 0.01% | 1.83% | $1.75 |
 INTC | 0.01% | 2.2% | $0.5 |
 META.EXT | 0.01% | 0.32% | - |
 GOOG | 0% | 0.44% | $0.2 |
 LIT | 0% | 1.04% | - |
 META | 0% | 0.29% | $1 |
 INDA | 0% | 0.74% | - |
 BABA | 0% | 0.89% | $0.98 |
 TSM | 0% | 0.96% | $1.74 |
 AVGO | 0% | 0.82% | $19.7 |
 MSFT | 0% | 0.66% | $3 |
 ACN | 0% | 2.12% | $4.99 |
 MU | 0% | 0.4% | $0.46 |
 GOOGL | 0% | 0.44% | $0.2 |
 GE | 0% | 0.48% | $0.44 |
 TAN | 0% | 0.51% | - |
 CRM | 0% | 0.63% | $0.4 |
 NVDA.EXT | 0% | 0.03% | - |
 NVDA | 0% | 0.02% | $0.02 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
LEN | Pay Day | Jul 18, 2025 | $0.50 |
MU | Pay Day | Jul 22, 2025 | $0.12 |
GE | Pay Day | Jul 25, 2025 | $0.36 |
PFE | Ex-Dividend | Jul 25, 2025 | $0.43 |
ACN | Pay Day | Aug 15, 2025 | $1.48 |
MSFT | Ex-Dividend | Aug 21, 2025 | $0.83 |
PFE | Pay Day | Sep 2, 2025 | $0.43 |
MSFT | Pay Day | Sep 11, 2025 | $0.83 |
TSM | Ex-Dividend | Sep 16, 2025 | $0.82 |
TSM | Pay Day | Oct 9, 2025 | $0.82 |
INDA | Pay Day | Dec 20, 2025 | $0.00 |
TAN | Pay Day | Dec 27, 2025 | $0.00 |
Performance Metrics
Score 2.1/10
Beta
2.25
2.25
0
0.8
1.2
0
3
Sharpe Ratio
-0.02
-0.02
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.02
-0.02
-1
1
2
3
3
Jensen's Alpha
-22.48
-22.48
-23
0
2
4.5
4.5
Omega Ratio
0.82
0.82
0
1
1.5
2.5
2.5
Treynor Ratio
-0.03
-0.03
-1
0.75
1.25
2
2
Information Ratio
-0.26
-0.26
-1
0.3
0.6
1
1
Calmar Ratio
-0.16
-0.16
-1
0.3
0.6
1
1
Beta
2.25
2.25
0
0.8
1.2
0
3
Sharpe Ratio
-0.02
-0.02
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.02
-0.02
-1
1
2
3
3
Jensen's Alpha
-22.48
-22.48
-23
0
2
4.5
4.5
Omega Ratio
0.82
0.82
0
1
1.5
2.5
2.5
Treynor Ratio
-0.03
-0.03
-1
0.75
1.25
2
2
Information Ratio
-0.26
-0.26
-1
0.3
0.6
1
1
Calmar Ratio
-0.16
-0.16
-1
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
24.13
High:
PLTR
659PLTRLow:
LAC
-15,300LACDetails
PEG Ratio
245.72
High:
ADSK
5,028.78ADSKLow:LAC
-21,419.99LACDetails
Price/Book
4.5
High:LAC
1,146.07LACLow:
NIO
-158.2NIODetails
Price/Sales
5.59
High:PLTR
123.67PLTRLow:
COCP
-COCPDetails
Price/CF
20.36
High:
PLL
505.92PLLLow:
BFIT.NV
2.78BFIT.NVDetails
Price/FCF
37.9
High:
SMCI
598.42SMCILow:
GRF.MC
5.82GRF.MCDetails
P/E Ratio
24.13
High:PLTR
659PLTRLow:LAC
-15,300LACDetails
PEG Ratio
245.72
High:ADSK
5,028.78ADSKLow:LAC
-21,419.99LACDetails
Price/Book
4.5
High:LAC
1,146.07LACLow:NIO
-158.2NIODetails
Price/Sales
5.59
High:PLTR
123.67PLTRLow:COCP
-COCPDetails
Price/CF
20.36
High:PLL
505.92PLLLow:BFIT.NV
2.78BFIT.NVDetails
Price/FCF
37.9
High:SMCI
598.42SMCILow:GRF.MC
5.82GRF.MCDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-90.84% | Sep 2018 | - | 83 |