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+3.02%
Today
+52.76%
This Month
+56.67%
Year To Date
+289.46%
2 Years
+131.28%
5 Years
+24.45%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies92.36%
- 💵 Cash5.58%
- 🧬 Health Technology3.04%
- 🛍️ Retail Trade0.62%
- 💻 Electronic Technology0.52%
- 🖥️ Technology Services0.48%
- 🚚 Transportation0.15%
- 💇♀️ Consumer Services0.15%
- 💼 Commercial Services0.06%
- 📦 Distribution Services0.01%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency92.36%
- 🇺🇸 Nasdaq4.25%
- 🇺🇸 NYSE0.63%
- 🇩🇪 FRA0.06%
- 🇫🇷 Euronext Paris0.03%
- 🇬🇧 LSE0.03%
- 🇨🇭 SIX0.02%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States4.43%
- 🇸🇬 Singapore0.14%
- 🇨🇳 China0.1%
- 🇮🇪 Ireland0.07%
- 🇩🇪 Germany0.06%
- 🇩🇰 Denmark0.04%
- 🇺🇾 Uruguay0.04%
- 🇨🇦 Canada0.03%
- 🇫🇷 France0.03%
- 🇬🇧 United Kingdom0.03%
- 🇮🇳 India0.02%
- 🇮🇱 Israel0.02%
- 🇨🇭 Switzerland0.02%
Dividends
Dividend Yield
0.01%
23 out of 78 instruments pay dividend.
2 dividend payments in the next 30 days.
Highest Dividend: $PFE (6.99%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 PFE | 0% | 6.99% | $1.66 |
 MRK | 0% | 4% | $3.04 |
 VIPS | 0% | 2.91% | $0.41 |
 BMY | 0% | 5.19% | $2.34 |
 JNJ | 0% | 3.1% | $4.81 |
 JD.US | 0% | 2.89% | $0.74 |
 MDT.US | 0% | 3.14% | $2.77 |
 SAN.PA | 0% | 4.71% | $3.76 |
 HD | 0% | 2.53% | $8.52 |
 JOYY | 0% | 1.72% | $0.71 |
 ROG.ZU | 0% | 3.76% | $9.6 |
 EBAY | 0% | 1.43% | $1.04 |
 AZN.L | 0% | 2.39% | $2.28 |
 ABT | 0% | 1.88% | $2.16 |
 BDX | 0% | 2.28% | $3.76 |
 BABA | 0% | 0.86% | $0.98 |
 NVO | 0% | 1.84% | $0.98 |
 WMT | 0% | 0.99% | $0.81 |
 LLY | 0% | 0.75% | $4.86 |
 BKNG | 0% | 0.64% | $17.5 |
 EXPE | 0% | 0.43% | - |
 TCOM.CH | 0% | 0.44% | - |
 CURY.L | 0% | 1.28% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
PFE | Ex-Dividend | Jul 25, 2025 | $0.43 |
BMY | Pay Day | Aug 1, 2025 | $0.62 |
WMT | Ex-Dividend | Aug 15, 2025 | $0.24 |
ABT | Pay Day | Aug 15, 2025 | $0.59 |
LLY | Ex-Dividend | Aug 15, 2025 | $1.50 |
JNJ | Ex-Dividend | Aug 26, 2025 | $1.30 |
CURY.L | Ex-Dividend | Aug 28, 2025 | $0.02 |
PFE | Pay Day | Sep 2, 2025 | $0.43 |
WMT | Pay Day | Sep 2, 2025 | $0.24 |
JNJ | Pay Day | Sep 9, 2025 | $1.30 |
LLY | Pay Day | Sep 10, 2025 | $1.50 |
CURY.L | Pay Day | Sep 26, 2025 | $0.02 |
Performance Metrics
Score 5.1/10
Beta
2.36
2.36
0
0.8
1.2
0
3
Sharpe Ratio
0.39
0.39
0
0.5
1
1.5
1.5
Sortino Ratio
0.8
0.8
0
1
2
3
3
Jensen's Alpha
10.83
10.83
-2
0
2
11
11
Omega Ratio
1.33
1.33
0
1
1.5
2.5
2.5
Treynor Ratio
0.98
0.98
0
0.75
1.25
2
2
Information Ratio
0.32
0.32
0
0.3
0.6
1
1
Calmar Ratio
0.14
0.14
0
0.3
0.6
1
1
Beta
2.36
2.36
0
0.8
1.2
0
3
Sharpe Ratio
0.39
0.39
0
0.5
1
1.5
1.5
Sortino Ratio
0.8
0.8
0
1
2
3
3
Jensen's Alpha
10.83
10.83
-2
0
2
11
11
Omega Ratio
1.33
1.33
0
1
1.5
2.5
2.5
Treynor Ratio
0.98
0.98
0
0.75
1.25
2
2
Information Ratio
0.32
0.32
0
0.3
0.6
1
1
Calmar Ratio
0.14
0.14
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
35.96
High:
GRAB
953.57GRABLow:
Z
-222.84ZDetails
PEG Ratio
-8
High:GRAB
887.4GRABLow:Z
-452.59ZDetails
Price/Book
6.95
High:
LLY
46.41LLYLow:
ASND
-50.03ASNDDetails
Price/Sales
3.18
High:
CLDX
196.8CLDXLow:
ETNB
-ETNBDetails
Price/CF
19.74
High:
TNDM
91.25TNDMLow:
AF.PA
0.56AF.PADetails
Price/FCF
50.98
High:LLY
631.92LLYLow:
CHGG
1.65CHGGDetails
P/E Ratio
35.96
High:GRAB
953.57GRABLow:Z
-222.84ZDetails
PEG Ratio
-8
High:GRAB
887.4GRABLow:Z
-452.59ZDetails
Price/Book
6.95
High:LLY
46.41LLYLow:ASND
-50.03ASNDDetails
Price/Sales
3.18
High:CLDX
196.8CLDXLow:ETNB
-ETNBDetails
Price/CF
19.74
High:TNDM
91.25TNDMLow:AF.PA
0.56AF.PADetails
Price/FCF
50.98
High:LLY
631.92LLYLow:CHGG
1.65CHGGDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-73.47% | Dec 2021 | Jan 2025 | 37 |
-28.98% | Feb 2025 | Jul 2025 | 5 |