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+0.1%
This Month
+11.64%
Year To Date
+167.2%
2 Years
+10.62%
5 Years
+10.62%
10 Years
+2.11%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies60.66%
- 💻 Electronic Technology12.03%
- 🖥️ Technology Services10.85%
- 🚗 Consumer Durables6%
- 💰 Finance2.73%
- 🛍️ Retail Trade2.39%
- 🍞 Consumer Non Durables1.33%
- 💇♀️ Consumer Services1.28%
- 🧬 Health Technology1.04%
- 💼 Commercial Services0.47%
- 🚚 Transportation0.44%
- 📊 ETFs0.36%
- 🛠️ Producer Manufacturing0.34%
- 🏥 Health Services0.04%
- 🧪 Process Industries0.03%
- 💵 Cash0.01%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency60.66%
- 🇺🇸 Nasdaq29.74%
- 🇺🇸 NYSE5.53%
- 🇭🇰 Hong Kong Exchanges3.33%
- 🇬🇧 LSE0.3%
- 🇺🇸 Chicago Board Options Exchange0.27%
- 🇨🇭 SIX0.09%
- 🇳🇴 Oslo Stock Exchange0.06%
- 🇦🇺 Sydney0.02%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States33.42%
- 🇨🇳 China4.4%
- 🇨🇭 Switzerland0.45%
- 🇨🇦 Canada0.33%
- 🇰🇷 South Korea0.22%
- 🇬🇧 United Kingdom0.08%
- 🇳🇴 Norway0.06%
- 🇦🇺 Australia0.02%
Dividends
Dividend Yield
0.14%
21 out of 108 instruments pay dividend.
11 dividend payments in the next 30 days.
Highest Dividend: $NAS.OL (5.63%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 JNJ | 0.02% | 2.86% | $4.81 |
 MSFT | 0.02% | 0.67% | $3 |
 KO | 0.02% | 2.97% | $1.89 |
 GOOG | 0.02% | 0.35% | $0.2 |
 AAPL | 0.01% | 0.43% | $0.97 |
 9988.HK | 0.01% | 0.78% | $0.98 |
 LMT | 0.01% | 2.86% | $12.45 |
 MMM | 0.01% | 1.86% | $5.21 |
 DIS | 0.01% | 0.85% | $0.75 |
 SMSN.L | 0% | 1.69% | $23.68 |
 NAS.OL | 0% | 5.63% | - |
 BABA | 0% | 0.76% | $0.98 |
 DOM.L | 0% | 5.33% | $0.11 |
 XRAY | 0% | 4.4% | $0.6 |
 META | 0% | 0.27% | $1 |
 LUV | 0% | 2.32% | $0.72 |
 DAL | 0% | 1.05% | $0.3 |
 NVDA | 0% | 0.02% | $0.02 |
 DMP.ASX | 0% | 5.27% | $0.98 |
 TKO | 0% | 0.79% | $0.48 |
 STMN.ZU | 0% | 1% | $0.85 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
GOOG | Ex-Dividend | Sep 8, 2025 | $0.21 |
JNJ | Pay Day | Sep 9, 2025 | $1.30 |
MSFT | Pay Day | Sep 11, 2025 | $0.83 |
NVDA | Ex-Dividend | Sep 11, 2025 | $0.01 |
MMM | Pay Day | Sep 12, 2025 | $0.73 |
GOOG | Pay Day | Sep 15, 2025 | $0.21 |
KO | Ex-Dividend | Sep 15, 2025 | $0.51 |
TKO | Ex-Dividend | Sep 15, 2025 | $0.76 |
LUV | Pay Day | Sep 24, 2025 | $0.18 |
LMT | Pay Day | Sep 26, 2025 | $3.30 |
DOM.L | Pay Day | Sep 26, 2025 | $0.05 |
XRAY | Ex-Dividend | Sep 26, 2025 | $0.16 |
TKO | Pay Day | Sep 30, 2025 | $0.76 |
KO | Pay Day | Oct 1, 2025 | $0.51 |
NVDA | Pay Day | Oct 2, 2025 | $0.01 |
DMP.ASX | Pay Day | Oct 3, 2025 | $0.14 |
XRAY | Pay Day | Oct 10, 2025 | $0.16 |
Performance Metrics
Score 3.1/10
Beta
1.82
1.82
0
0.8
1.2
0
2
Sharpe Ratio
0.25
0.25
0
0.5
1
1.5
1.5
Sortino Ratio
0.47
0.47
0
1
2
3
3
Jensen's Alpha
-3.95
-3.95
-4
0
2
4.5
4.5
Omega Ratio
1.07
1.07
0
1
1.5
2.5
2.5
Treynor Ratio
0.7
0.7
0
0.75
1.25
2
2
Information Ratio
0.08
0.08
0
0.3
0.6
1
1
Calmar Ratio
0.03
0.03
0
0.3
0.6
1
1
Beta
1.82
1.82
0
0.8
1.2
0
2
Sharpe Ratio
0.25
0.25
0
0.5
1
1.5
1.5
Sortino Ratio
0.47
0.47
0
1
2
3
3
Jensen's Alpha
-3.95
-3.95
-4
0
2
4.5
4.5
Omega Ratio
1.07
1.07
0
1
1.5
2.5
2.5
Treynor Ratio
0.7
0.7
0
0.75
1.25
2
2
Information Ratio
0.08
0.08
0
0.3
0.6
1
1
Calmar Ratio
0.03
0.03
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
37.17
High:
TSLA
196.04TSLALow:
DMP.ASX
-315.05DMP.ASXDetails
PEG Ratio
2,573.19
High:
AAPL
24,779.06AAPLLow:
LMND
-363LMNDDetails
Price/Book
12.47
High:AAPL
54.11AAPLLow:
NIO
-76.32NIODetails
Price/Sales
9.98
High:
HOOD
26.08HOODLow:
LOGC
-LOGCDetails
Price/CF
28.21
High:
DDD
462.65DDDLow:
AAL
1.81AALDetails
Price/FCF
54.55
High:
LMT
457.22LMTLow:
NAS.OL
4.35NAS.OLDetails
P/E Ratio
37.17
High:TSLA
196.04TSLALow:DMP.ASX
-315.05DMP.ASXDetails
PEG Ratio
2,573.19
High:AAPL
24,779.06AAPLLow:LMND
-363LMNDDetails
Price/Book
12.47
High:AAPL
54.11AAPLLow:NIO
-76.32NIODetails
Price/Sales
9.98
High:HOOD
26.08HOODLow:LOGC
-LOGCDetails
Price/CF
28.21
High:DDD
462.65DDDLow:AAL
1.81AALDetails
Price/FCF
54.55
High:LMT
457.22LMTLow:NAS.OL
4.35NAS.OLDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-77.95% | Feb 2021 | - | 56 |