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+3.84%
This Month
-10.32%
Year To Date
+45.5%
2 Years
+49.3%
5 Years
+44.58%
10 Years
+7.93%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies21.95%
- 🖥️ Technology Services15.86%
- 📊 ETFs13.01%
- 💻 Electronic Technology9.36%
- 💰 Finance7.67%
- 🧩 Miscellaneous7.24%
- 🌾 Commodities6.78%
- 💵 Cash3.26%
- 🧬 Health Technology3.2%
- 🍞 Consumer Non Durables3.02%
- 🚚 Transportation1.68%
- ⛏️ Energy Minerals1.25%
- 🪨 Non Energy Minerals0.98%
- ⚡ Utilities0.84%
- 💇♀️ Consumer Services0.74%
- 🛠️ Producer Manufacturing0.32%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE32.42%
- 🇺🇸 Nasdaq29.22%
- 🌍 Digital Currency21.95%
- 🌍 Commodity6.78%
- 🇬🇧 LSE3.53%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States36.13%
- 🇨🇦 Canada4.02%
- 🇬🇧 United Kingdom2%
- 🇹🇼 Taiwan1.9%
- 🇰🇷 South Korea1.52%
- 🇨🇱 Chile1.2%
- 🇳🇱 Netherlands1.17%
- 🇸🇬 Singapore0.41%
- 🇸🇪 Sweden0.36%
Dividends
Dividend Yield
0.4%
23 out of 49 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $PEP (4.24%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 PEP | 0.07% | 4.24% | $5.15 |
 SHEL.L | 0.04% | 3.34% | $0.8 |
 MSFT | 0.03% | 0.91% | $3 |
 KO | 0.03% | 2.53% | $1.89 |
 B | 0.02% | 2.49% | $0.4 |
 C | 0.02% | 1.8% | $2.12 |
 JPM | 0.02% | 1.74% | $4.4 |
 LTM | 0.02% | 1.86% | - |
 ORCL | 0.02% | 1.59% | $1.6 |
 LLY | 0.02% | 0.57% | $4.86 |
 GS | 0.01% | 1.58% | $11 |
 QQQ | 0.01% | 0.4% | - |
 TSM | 0.01% | 0.72% | $1.74 |
 BKNG | 0.01% | 0.9% | $17.5 |
 SMSN.L | 0.01% | 0.35% | $23.68 |
 CEG | 0.01% | 0.63% | - |
 NVDA | 0.01% | 0.14% | $0.02 |
 GOOG | 0.01% | 0.24% | $0.2 |
 ASML | 0% | 0.42% | $5.57 |
 BWXT | 0% | 0.6% | $0.94 |
 META | 0% | 0.33% | $1 |
 IBKR | 0% | 0.35% | - |
 MU | 0% | 0.06% | $0.46 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
JPM | Pay Day | Jul 31, 2026 | $1.50 |
Performance Metrics
Score 3.3/10
Beta
1.44
1.44
0
0.8
1.2
0
2
Sharpe Ratio
0.31
0.31
0
0.5
1
1.5
1.5
Sortino Ratio
0.52
0.52
0
1
2
3
3
Jensen's Alpha
-3.55
-3.55
-4
0
2
4.5
4.5
Omega Ratio
1.02
1.02
0
1
1.5
2.5
2.5
Treynor Ratio
0.57
0.57
0
0.75
1.25
2
2
Information Ratio
0.02
0.02
0
0.3
0.6
1
1
Calmar Ratio
0.17
0.17
0
0.3
0.6
1
1
Beta
1.44
1.44
0
0.8
1.2
0
2
Sharpe Ratio
0.31
0.31
0
0.5
1
1.5
1.5
Sortino Ratio
0.52
0.52
0
1
2
3
3
Jensen's Alpha
-3.55
-3.55
-4
0
2
4.5
4.5
Omega Ratio
1.02
1.02
0
1
1.5
2.5
2.5
Treynor Ratio
0.57
0.57
0
0.75
1.25
2
2
Information Ratio
0.02
0.02
0
0.3
0.6
1
1
Calmar Ratio
0.17
0.17
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
28.2
High:
PLTR
142.85PLTRLow:
CRCL
-117.37CRCLDetails
PEG Ratio
111.19
High:
UAL
723.9UALLow:
TEM.US
-53.99TEM.USDetails
Price/Book
9.55
High:PLTR
35.97PLTRLow:BKNG
-15.95BKNGDetails
Price/Sales
9.84
High:
SMR
154.81SMRLow:UAL
0.68UALDetails
Price/CF
19.88
High:
MSTR
7,511.07MSTRLow:IBKR
0.84IBKRDetails
Price/FCF
39.57
High:
GRAB
1,625.54GRABLow:IBKR
0.84IBKRDetails
P/E Ratio
28.2
High:PLTR
142.85PLTRLow:CRCL
-117.37CRCLDetails
PEG Ratio
111.19
High:UAL
723.9UALLow:TEM.US
-53.99TEM.USDetails
Price/Book
9.55
High:PLTR
35.97PLTRLow:BKNG
-15.95BKNGDetails
Price/Sales
9.84
High:SMR
154.81SMRLow:UAL
0.68UALDetails
Price/CF
19.88
High:MSTR
7,511.07MSTRLow:IBKR
0.84IBKRDetails
Price/FCF
39.57
High:GRAB
1,625.54GRABLow:IBKR
0.84IBKRDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-52.38% | Nov 2021 | Mar 2024 | 28 |
-19.03% | Nov 2025 | - | 9 |
-17.54% | Dec 2024 | May 2025 | 5 |
-14.61% | Apr 2024 | Nov 2024 | 7 |