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+0.35%
Today
+1.03%
This Month
-3%
Year To Date
+58.51%
2 Years
+96.81%
5 Years
+17.98%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies33.51%
- 💵 Cash26.63%
- 📊 ETFs15.75%
- 💻 Electronic Technology12.57%
- 🛍️ Retail Trade3.45%
- 🖥️ Technology Services2.58%
- ⚡ Utilities1.77%
- 💼 Commercial Services1.41%
- 🚗 Consumer Durables0.98%
- 🍞 Consumer Non Durables0.82%
- 💇♀️ Consumer Services0.55%
- 🏭 Industrial Services0.13%
- 📦 Distribution Services0.12%
- 🧪 Process Industries0.11%
- 🧬 Health Technology0.06%
- 🚚 Transportation0.02%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency33.51%
- 🇺🇸 Nasdaq14.46%
- 🇬🇧 LSE12.92%
- 🇺🇸 NYSE10.25%
- 🇺🇸 Chicago Board Options Exchange1.99%
- 🇫🇷 Euronext Paris0.25%
- 🇮🇹 Borsa Italiana0.11%
- 🇩🇪 FRA0.1%
- 🇪🇸 Bolsa De Madrid0.08%
- 🇳🇴 Oslo Stock Exchange0.07%
- 🇵🇹 Euronext Lisbon0.05%
- 🇳🇱 Euronext Amsterdam0.04%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States18.96%
- 🇹🇼 Taiwan2.29%
- 🇨🇳 China1.52%
- 🇳🇱 Netherlands0.83%
- 🇫🇷 France0.25%
- 🇮🇹 Italy0.11%
- 🇩🇪 Germany0.1%
- 🇬🇧 United Kingdom0.1%
- 🇨🇦 Canada0.09%
- 🇪🇸 Spain0.08%
- 🇳🇴 Norway0.07%
- 🇲🇽 Mexico0.05%
- 🇵🇹 Portugal0.05%
- 🇨🇭 Switzerland0.04%
- 🇱🇺 Luxembourg0.02%
- 🇮🇪 Ireland0.01%
Dividends
Dividend Yield
0.21%
89 out of 143 instruments pay dividend.
39 dividend payments in the next 30 days.
Highest Dividend: $ENGI.PA (7.72%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 TSM | 0.03% | 1.1% | $1.74 |
 LMT | 0.02% | 2.71% | $12.45 |
 HDV | 0.02% | 3.5% | - |
 JD.US | 0.01% | 2.96% | $0.74 |
 ENGI.PA | 0.01% | 7.72% | $1.43 |
 ASML | 0.01% | 0.78% | $5.57 |
 KER.PA | 0% | 3.46% | $14 |
 ENEL.MI | 0% | 5.85% | $0.43 |
 ES | 0% | 4.48% | $2.78 |
 LIT | 0% | 1.04% | - |
 WEN | 0% | 7.61% | $1 |
 EXC | 0% | 3.66% | $1.48 |
 D | 0% | 4.79% | $2.67 |
 NVDA | 0% | 0.03% | $0.02 |
 SRG.MI | 0% | 5.56% | $0.28 |
 CWEN | 0% | 5.61% | $1.6 |
 DUK | 0% | 3.63% | $4.1 |
 EOAN.DE | 0% | 3.58% | $0.53 |
 KHC | 0% | 5.99% | $1.6 |
 AEP | 0% | 3.61% | $3.47 |
 ETR | 0% | 2.88% | $4.46 |
 EIX | 0% | 5.98% | $3.04 |
 ED | 0% | 3.31% | $3.28 |
 XEL | 0% | 3.26% | $2.13 |
 MDLZ | 0% | 2.84% | $1.7 |
 FE | 0% | 4.23% | $1.64 |
 EVRG | 0% | 4.05% | $2.54 |
 UGI | 0% | 4.22% | $1.5 |
 DTE | 0% | 3.21% | $4.01 |
 WEC | 0% | 3.27% | $3.23 |
 PNW | 0% | 4% | $3.51 |
 ELE.MC | 0% | 3.94% | $0.81 |
 SO | 0% | 3.29% | $2.82 |
 CAG | 0% | 6.25% | $1.4 |
 SALM.OL | 0% | 4.73% | $35 |
 NEE | 0% | 3% | $1.97 |
 QSR | 0% | 3.27% | $2.26 |
 PPL | 0% | 3.11% | $1 |
 PEP | 0% | 4.22% | $5.15 |
 RWE.DE | 0% | 3.3% | $1 |
 KO | 0% | 2.79% | $1.89 |
 CMS | 0% | 3.02% | $2.01 |
 HSY | 0% | 3.39% | $5.12 |
 DRI | 0% | 2.57% | $5.24 |
 SRE | 0% | 3.29% | $2.43 |
 TSCO.L | 0% | 3.51% | $0.12 |
 SW.PA | 0% | 4.65% | $3.1 |
 GIS | 0% | 4.38% | $2.36 |
 JMT.LSB | 0% | 2.76% | $0.66 |
 CPB | 0% | 4.47% | $1.48 |
 TAP | 0% | 3.5% | $1.7 |
 RED.MC | 0% | 3.62% | $0.81 |
 KDP | 0% | 2.81% | $0.86 |
 LNT | 0% | 3.27% | $1.87 |
 NI | 0% | 2.81% | $1.05 |
 MOWI.OL | 0% | 3.6% | $6.9 |
 MCD | 0% | 2.27% | $6.53 |
 AEE | 0% | 2.87% | $2.6 |
 DSFIR.NV | 0% | 2.56% | $2.5 |
 PEG | 0% | 3.07% | $2.34 |
 LW | 0% | 2.62% | $1.28 |
 SYY | 0% | 2.78% | $2.01 |
 FMX | 0% | 1.88% | $1.99 |
 SBUX | 0% | 2.68% | $2.24 |
 K | 0% | 2.78% | $2.28 |
 CNP | 0% | 2.32% | $0.79 |
 YUMC | 0% | 1.86% | $0.58 |
 AWK | 0% | 2.23% | $2.89 |
 ATO | 0% | 2.24% | $3.16 |
 STZ | 0% | 2.36% | $3.68 |
 YUM | 0% | 1.91% | $2.55 |
 WM | 0% | 1.33% | $2.9 |
 TXRH | 0% | 1.32% | $2.32 |
 RSG | 0% | 0.92% | $2.14 |
 BABA | 0% | 0.86% | $0.98 |
 WMT | 0% | 0.96% | $0.81 |
 AVGO | 0% | 0.93% | $19.7 |
 MSFT | 0% | 0.69% | $3 |
 ACN | 0% | 1.8% | $4.99 |
 WCN | 0% | 0.63% | $1.12 |
 VST | 0% | 0.51% | $0.85 |
 MU | 0% | 0.42% | $0.46 |
 COST | 0% | 0.47% | $19.22 |
 PCG | 0% | 0.54% | $0.03 |
 WING | 0% | 0.29% | $0.88 |
 GOOGL | 0% | 0.47% | $0.2 |
 GE | 0% | 0.58% | $0.44 |
 META | 0% | 0.29% | $1 |
 CRM | 0% | 0.59% | $0.4 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
PEG | Ex-Dividend | Jun 9, 2025 | $0.63 |
ATO | Pay Day | Jun 9, 2025 | $0.87 |
GOOGL | Ex-Dividend | Jun 9, 2025 | $0.21 |
AEP | Pay Day | Jun 10, 2025 | $0.93 |
PPL | Ex-Dividend | Jun 10, 2025 | $0.27 |
AEE | Ex-Dividend | Jun 10, 2025 | $0.71 |
NVDA | Ex-Dividend | Jun 11, 2025 | $0.01 |
MSFT | Pay Day | Jun 12, 2025 | $0.83 |
BABA | Ex-Dividend | Jun 12, 2025 | $0.95 |
CNP | Pay Day | Jun 12, 2025 | $0.22 |
TSM | Ex-Dividend | Jun 12, 2025 | $0.68 |
KO | Ex-Dividend | Jun 13, 2025 | $0.51 |
K | Pay Day | Jun 13, 2025 | $0.57 |
EXC | Pay Day | Jun 13, 2025 | $0.40 |
XEL | Ex-Dividend | Jun 13, 2025 | $0.57 |
META | Ex-Dividend | Jun 16, 2025 | $0.52 |
MCD | Pay Day | Jun 16, 2025 | $1.77 |
DUK | Pay Day | Jun 16, 2025 | $1.04 |
NEE | Pay Day | Jun 16, 2025 | $0.57 |
ED | Pay Day | Jun 16, 2025 | $0.85 |
UGI | Ex-Dividend | Jun 16, 2025 | $0.38 |
HSY | Pay Day | Jun 16, 2025 | $1.37 |
WEN | Pay Day | Jun 16, 2025 | $0.14 |
DTE | Ex-Dividend | Jun 16, 2025 | $1.09 |
GOOGL | Pay Day | Jun 16, 2025 | $0.21 |
CWEN | Pay Day | Jun 16, 2025 | $0.44 |
CRM | Ex-Dividend | Jun 18, 2025 | $0.42 |
YUMC | Pay Day | Jun 18, 2025 | $0.24 |
VST | Ex-Dividend | Jun 18, 2025 | $0.22 |
SALM.OL | Ex-Dividend | Jun 19, 2025 | $2.01 |
WM | Pay Day | Jun 20, 2025 | $0.82 |
D | Pay Day | Jun 20, 2025 | $0.67 |
TAP | Pay Day | Jun 20, 2025 | $0.47 |
AVGO | Ex-Dividend | Jun 20, 2025 | $0.59 |
EVRG | Pay Day | Jun 20, 2025 | $0.67 |
SRG.MI | Ex-Dividend | Jun 23, 2025 | $0.20 |
QSR | Ex-Dividend | Jun 24, 2025 | $0.62 |
SRG.MI | Pay Day | Jun 25, 2025 | $0.20 |
META | Pay Day | Jun 26, 2025 | $0.52 |
SRE | Ex-Dividend | Jun 26, 2025 | $0.64 |
LMT | Pay Day | Jun 27, 2025 | $3.30 |
KDP | Ex-Dividend | Jun 27, 2025 | $0.23 |
ELE.MC | Ex-Dividend | Jun 27, 2025 | $0.86 |
RED.MC | Ex-Dividend | Jun 27, 2025 | $0.63 |
TSCO.L | Pay Day | Jun 27, 2025 | $0.12 |
KHC | Pay Day | Jun 27, 2025 | $0.40 |
PEP | Pay Day | Jun 30, 2025 | $1.42 |
MDLZ | Ex-Dividend | Jun 30, 2025 | $0.47 |
PCG | Ex-Dividend | Jun 30, 2025 | $0.02 |
PEG | Pay Day | Jun 30, 2025 | $0.63 |
ES | Pay Day | Jun 30, 2025 | $0.75 |
AEE | Pay Day | Jun 30, 2025 | $0.71 |
AVGO | Pay Day | Jun 30, 2025 | $0.59 |
VST | Pay Day | Jun 30, 2025 | $0.22 |
KO | Pay Day | Jul 1, 2025 | $0.51 |
ELE.MC | Pay Day | Jul 1, 2025 | $0.86 |
RED.MC | Pay Day | Jul 1, 2025 | $0.63 |
PPL | Pay Day | Jul 1, 2025 | $0.27 |
UGI | Pay Day | Jul 1, 2025 | $0.38 |
TXRH | Pay Day | Jul 1, 2025 | $0.68 |
RSG | Ex-Dividend | Jul 2, 2025 | $0.58 |
SALM.OL | Pay Day | Jul 2, 2025 | $2.01 |
NVDA | Pay Day | Jul 3, 2025 | $0.01 |
SYY | Ex-Dividend | Jul 3, 2025 | $0.54 |
CPB | Ex-Dividend | Jul 3, 2025 | $0.39 |
QSR | Pay Day | Jul 8, 2025 | $0.62 |
BABA | Pay Day | Jul 10, 2025 | $0.95 |
CRM | Pay Day | Jul 10, 2025 | $0.42 |
TSM | Pay Day | Jul 10, 2025 | $0.68 |
KDP | Pay Day | Jul 11, 2025 | $0.23 |
MDLZ | Pay Day | Jul 14, 2025 | $0.47 |
PCG | Pay Day | Jul 15, 2025 | $0.02 |
SRE | Pay Day | Jul 15, 2025 | $0.64 |
RSG | Pay Day | Jul 15, 2025 | $0.58 |
DTE | Pay Day | Jul 15, 2025 | $1.09 |
XEL | Pay Day | Jul 20, 2025 | $0.57 |
ENEL.MI | Ex-Dividend | Jul 21, 2025 | $0.28 |
ENEL.MI | Pay Day | Jul 23, 2025 | $0.28 |
SYY | Pay Day | Jul 25, 2025 | $0.54 |
NI | Ex-Dividend | Jul 31, 2025 | $0.28 |
CPB | Pay Day | Aug 4, 2025 | $0.39 |
WMT | Ex-Dividend | Aug 15, 2025 | $0.24 |
NI | Pay Day | Aug 20, 2025 | $0.28 |
WMT | Pay Day | Sep 2, 2025 | $0.24 |
Performance Metrics
Score 4/10
Beta
1.62
1.62
0
0.8
1.2
0
2
Sharpe Ratio
0.5
0.5
0
0.5
1
1.5
1.5
Sortino Ratio
0.9
0.9
0
1
2
3
3
Jensen's Alpha
-3.86
-3.86
-4
0
2
4.5
4.5
Omega Ratio
1.14
1.14
0
1
1.5
2.5
2.5
Treynor Ratio
1.03
1.03
0
0.75
1.25
2
2
Information Ratio
0.16
0.16
0
0.3
0.6
1
1
Calmar Ratio
0.23
0.23
0
0.3
0.6
1
1
Beta
1.62
1.62
0
0.8
1.2
0
2
Sharpe Ratio
0.5
0.5
0
0.5
1
1.5
1.5
Sortino Ratio
0.9
0.9
0
1
2
3
3
Jensen's Alpha
-3.86
-3.86
-4
0
2
4.5
4.5
Omega Ratio
1.14
1.14
0
1
1.5
2.5
2.5
Treynor Ratio
1.03
1.03
0
0.75
1.25
2
2
Information Ratio
0.16
0.16
0
0.3
0.6
1
1
Calmar Ratio
0.23
0.23
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
41.21
High:
PLTR
557.73PLTRLow:
BILL
-2,162.09BILLDetails
PEG Ratio
83.06
High:
KO
10,192.65KOLow:
ZS
-2,423.89ZSDetails
Price/Book
19.93
High:
CHWY
76.26CHWYLow:
NIO
-139.72NIODetails
Price/Sales
11.52
High:PLTR
104.67PLTRLow:
JD.US
0.3JD.USDetails
Price/CF
28.17
High:
NVCR
358.06NVCRLow:
ENGI.PA
3.08ENGI.PADetails
Price/FCF
42.3
High:
PEP
5,253.35PEPLow:
RWE.DE
6.92RWE.DEDetails
P/E Ratio
41.21
High:PLTR
557.73PLTRLow:BILL
-2,162.09BILLDetails
PEG Ratio
83.06
High:KO
10,192.65KOLow:ZS
-2,423.89ZSDetails
Price/Book
19.93
High:CHWY
76.26CHWYLow:NIO
-139.72NIODetails
Price/Sales
11.52
High:PLTR
104.67PLTRLow:JD.US
0.3JD.USDetails
Price/CF
28.17
High:NVCR
358.06NVCRLow:ENGI.PA
3.08ENGI.PADetails
Price/FCF
42.3
High:PEP
5,253.35PEPLow:RWE.DE
6.92RWE.DEDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-69% | Sep 2021 | - | 46 |
-6.19% | Sep 2020 | Oct 2020 | 1 |
-3.16% | May 2021 | Aug 2021 | 3 |
-1.85% | Jun 2020 | Aug 2020 | 2 |