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-1.14%
Today
+20.16%
This Month
+10.13%
Year To Date
+133.84%
2 Years
+9.12%
5 Years
+1.89%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies61.13%
- 💻 Electronic Technology12.08%
- 🖥️ Technology Services10.07%
- 🚗 Consumer Durables5.92%
- 💰 Finance3.02%
- 🛍️ Retail Trade2.29%
- 🍞 Consumer Non Durables1.34%
- 💇♀️ Consumer Services1.34%
- 🧬 Health Technology1.02%
- 💼 Commercial Services0.47%
- 🚚 Transportation0.45%
- 📊 ETFs0.39%
- 🛠️ Producer Manufacturing0.34%
- 💵 Cash0.1%
- 🏥 Health Services0.04%
- 🧪 Process Industries0.02%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency61.13%
- 🇺🇸 Nasdaq28.85%
- 🇺🇸 NYSE5.69%
- 🇭🇰 Hong Kong Exchanges3.49%
- 🇬🇧 LSE0.3%
- 🇺🇸 Chicago Board Options Exchange0.28%
- 🇨🇭 SIX0.1%
- 🇳🇴 Oslo Stock Exchange0.06%
- 🇦🇺 Sydney0.02%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States33.43%
- 🇨🇳 China4.47%
- 🇰🇷 South Korea0.21%
- 🇨🇭 Switzerland0.1%
- 🇬🇧 United Kingdom0.09%
- 🇳🇴 Norway0.06%
- 🇨🇦 Canada0.02%
- 🇦🇺 Australia0.02%
Dividends
Dividend Yield
0.16%
22 out of 107 instruments pay dividend.
2 dividend payments in the next 30 days.
Highest Dividend: $DMP.ASX (5.74%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 JNJ | 0.03% | 3.09% | $4.81 |
 MSFT | 0.02% | 0.65% | $3 |
 KO | 0.02% | 2.88% | $1.89 |
 GOOG | 0.02% | 0.42% | $0.2 |
 NKE | 0.01% | 2.12% | $1.45 |
 AAPL | 0.01% | 0.48% | $0.97 |
 9988.HK | 0.01% | 0.88% | $0.98 |
 LMT | 0.01% | 2.87% | $12.45 |
 MMM | 0.01% | 1.87% | $5.21 |
 DIS | 0.01% | 0.83% | $0.75 |
 SMSN.L | 0% | 1.98% | $23.68 |
 NAS.OL | 0% | 5.19% | - |
 BABA | 0% | 0.86% | $0.98 |
 DOM.L | 0% | 4.49% | $0.11 |
 XRAY | 0% | 4.09% | $0.6 |
 META | 0% | 0.29% | $1 |
 LUV | 0% | 1.95% | $0.72 |
 DAL | 0% | 1.14% | $0.3 |
 DMP.ASX | 0% | 5.74% | $0.98 |
 NVDA | 0% | 0.02% | $0.02 |
 STMN.ZU | 0% | 0.91% | $0.85 |
 TKO | 0% | 0.45% | $0.48 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
DIS | Pay Day | Jul 23, 2025 | $0.50 |
DAL | Ex-Dividend | Jul 31, 2025 | $0.19 |
MSFT | Ex-Dividend | Aug 21, 2025 | $0.83 |
DAL | Pay Day | Aug 21, 2025 | $0.19 |
JNJ | Ex-Dividend | Aug 26, 2025 | $1.30 |
LMT | Ex-Dividend | Sep 2, 2025 | $3.30 |
JNJ | Pay Day | Sep 9, 2025 | $1.30 |
MSFT | Pay Day | Sep 11, 2025 | $0.83 |
KO | Ex-Dividend | Sep 15, 2025 | $0.51 |
LMT | Pay Day | Sep 26, 2025 | $3.30 |
KO | Pay Day | Oct 1, 2025 | $0.51 |
Performance Metrics
Score 2.8/10
Beta
1.79
1.79
0
0.8
1.2
0
2
Sharpe Ratio
0.19
0.19
0
0.5
1
1.5
1.5
Sortino Ratio
0.35
0.35
0
1
2
3
3
Jensen's Alpha
-6.18
-6.18
-7
0
2
4.5
4.5
Omega Ratio
1.02
1.02
0
1
1.5
2.5
2.5
Treynor Ratio
0.53
0.53
0
0.75
1.25
2
2
Information Ratio
0.03
0.03
0
0.3
0.6
1
1
Calmar Ratio
-0.03
-0.03
-1
0.3
0.6
1
1
Beta
1.79
1.79
0
0.8
1.2
0
2
Sharpe Ratio
0.19
0.19
0
0.5
1
1.5
1.5
Sortino Ratio
0.35
0.35
0
1
2
3
3
Jensen's Alpha
-6.18
-6.18
-7
0
2
4.5
4.5
Omega Ratio
1.02
1.02
0
1
1.5
2.5
2.5
Treynor Ratio
0.53
0.53
0
0.75
1.25
2
2
Information Ratio
0.03
0.03
0
0.3
0.6
1
1
Calmar Ratio
-0.03
-0.03
-1
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
37.89
High:
TSLA
180.65TSLALow:
FWONK
-288.74FWONKDetails
PEG Ratio
393.03
High:
KO
10,007.14KOLow:
LMND
-442.96LMNDDetails
Price/Book
12.75
High:
NVDA
49.85NVDALow:
NIO
-173.98NIODetails
Price/Sales
9.95
High:
LOGC
33.93LOGCLow:
AAL
0.15AALDetails
Price/CF
24.92
High:
DDD
462.65DDDLow:AAL
1.63AALDetails
Price/FCF
43.71
High:KO
272.99KOLow:
NAS.OL
4.35NAS.OLDetails
P/E Ratio
37.89
High:TSLA
180.65TSLALow:FWONK
-288.74FWONKDetails
PEG Ratio
393.03
High:KO
10,007.14KOLow:LMND
-442.96LMNDDetails
Price/Book
12.75
High:NVDA
49.85NVDALow:NIO
-173.98NIODetails
Price/Sales
9.95
High:LOGC
33.93LOGCLow:AAL
0.15AALDetails
Price/CF
24.92
High:DDD
462.65DDDLow:AAL
1.63AALDetails
Price/FCF
43.71
High:KO
272.99KOLow:NAS.OL
4.35NAS.OLDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-77.95% | Feb 2021 | - | 54 |