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+1.37%
This Month
-1.75%
Year To Date
+34.22%
2 Years
+40.74%
5 Years
+40.74%
10 Years
+8.37%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs37.63%
- 🪙 Cryptocurrencies20.49%
- 🖥️ Technology Services6.91%
- 🧬 Health Technology5.36%
- 💵 Cash4.97%
- 💻 Electronic Technology4.02%
- 🍞 Consumer Non Durables3.55%
- 💇♀️ Consumer Services2.84%
- 💰 Finance2.78%
- 🪨 Non Energy Minerals2.6%
- 🏥 Health Services2.37%
- 🛠️ Producer Manufacturing1.95%
- 📡 Communications1.16%
- 🚗 Consumer Durables0.94%
- 💼 Commercial Services0.69%
- 🚚 Transportation0.68%
- ⚡ Utilities0.59%
- 🛍️ Retail Trade0.41%
- ⛏️ Energy Minerals0.1%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE45.68%
- 🇺🇸 Nasdaq24.37%
- 🌍 Digital Currency20.49%
- 🇧🇪 Euronext Brussels1.33%
- 🇮🇹 Borsa Italiana1.3%
- 🇩🇪 Xetra ETFs1.14%
- 🇩🇪 FRA0.76%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States23.06%
- 🇮🇱 Israel2.45%
- 🇬🇧 United Kingdom1.55%
- 🇮🇪 Ireland1.37%
- 🇨🇳 China1.34%
- 🇧🇪 Belgium1.33%
- 🇮🇹 Italy1.3%
- 🇧🇷 Brazil1.15%
- 🇨🇦 Canada1.12%
- 🇩🇪 Germany0.76%
- 🇸🇬 Singapore0.68%
- 🇳🇱 Netherlands0.55%
- 🇨🇭 Switzerland0.28%
Dividends
Dividend Yield
0.39%
18 out of 83 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $VALE (9.84%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 VALE | 0.11% | 9.84% | $1.33 |
 NKE | 0.04% | 2.44% | $1.45 |
 UNH | 0.03% | 2.64% | $7.74 |
 VOD | 0.03% | 3.89% | $0.94 |
 ACN | 0.03% | 2.28% | $4.99 |
 ERIE | 0.03% | 1.84% | $5.01 |
 MAC | 0.02% | 3.83% | $0.68 |
 NEE | 0.02% | 2.73% | $1.97 |
 ARIS.MI | 0.01% | 1.82% | $0.17 |
 JD.US | 0.01% | 3.28% | $0.74 |
 IRDM | 0.01% | 3.21% | $0.53 |
 LOTB.BR | 0.01% | 0.69% | - |
 AMRK | 0.01% | 2.59% | $0.8 |
 PSM.DE | 0.01% | 1.01% | $0.05 |
 DHR | 0.01% | 0.54% | $1.05 |
 STM.US | 0% | 1.28% | $0.23 |
 META | 0% | 0.31% | $1 |
 PYPL | 0% | 0.22% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 CQQQ | Pay Day | Dec 27, 2025 | $0.00 |
Performance Metrics
Score 3.1/10
Beta
1.13
1.13
0
0.8
1.2
0
2
Sharpe Ratio
0.28
0.28
0
0.5
1
1.5
1.5
Sortino Ratio
0.43
0.43
0
1
2
3
3
Jensen's Alpha
-6.62
-6.62
-7
0
2
4.5
4.5
Omega Ratio
0.69
0.69
0
1
1.5
2.5
2.5
Treynor Ratio
0.42
0.42
0
0.75
1.25
2
2
Information Ratio
-0.48
-0.48
-1
0.3
0.6
1
1
Calmar Ratio
0.21
0.21
0
0.3
0.6
1
1
Beta
1.13
1.13
0
0.8
1.2
0
2
Sharpe Ratio
0.28
0.28
0
0.5
1
1.5
1.5
Sortino Ratio
0.43
0.43
0
1
2
3
3
Jensen's Alpha
-6.62
-6.62
-7
0
2
4.5
4.5
Omega Ratio
0.69
0.69
0
1
1.5
2.5
2.5
Treynor Ratio
0.42
0.42
0
0.75
1.25
2
2
Information Ratio
-0.48
-0.48
-1
0.3
0.6
1
1
Calmar Ratio
0.21
0.21
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
29.92
High:
ARM
180.42ARMLow:
APPN
-395.09APPNDetails
PEG Ratio
61.52
High:ARM
660.19ARMLow:
MNMD
-913.31MNMDDetails
Price/Book
4.59
High:
JUVE.MI
64.7JUVE.MILow:APPN
-59.9APPNDetails
Price/Sales
2.39
High:
ATAI
2,135.15ATAILow:MNMD
-MNMDDetails
Price/CF
15.44
High:
DDD
462.65DDDLow:
PSM.DE
1.19PSM.DEDetails
Price/FCF
36.6
High:
NEE
2,356.18NEELow:PSM.DE
1.48PSM.DEDetails
P/E Ratio
29.92
High:ARM
180.42ARMLow:APPN
-395.09APPNDetails
PEG Ratio
61.52
High:ARM
660.19ARMLow:MNMD
-913.31MNMDDetails
Price/Book
4.59
High:JUVE.MI
64.7JUVE.MILow:APPN
-59.9APPNDetails
Price/Sales
2.39
High:ATAI
2,135.15ATAILow:MNMD
-MNMDDetails
Price/CF
15.44
High:DDD
462.65DDDLow:PSM.DE
1.19PSM.DEDetails
Price/FCF
36.6
High:NEE
2,356.18NEELow:PSM.DE
1.48PSM.DEDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-32.88% | Nov 2021 | Mar 2024 | 28 |
-14.28% | Dec 2024 | Sep 2025 | 9 |
-8.73% | May 2021 | Aug 2021 | 3 |
-8.53% | Oct 2025 | - | 3 |
-6.67% | Apr 2024 | Jun 2024 | 2 |
-6.41% | Sep 2021 | Oct 2021 | 1 |
-0.21% | Oct 2024 | Nov 2024 | 1 |