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+0.48%
Today
+1.94%
This Month
+9.37%
Year To Date
+143%
2 Years
+161.53%
5 Years
+29.22%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs75.32%
- 🪙 Cryptocurrencies22.09%
- 🛍️ Retail Trade1.01%
- 🖥️ Technology Services0.5%
- 💻 Electronic Technology0.42%
- 💰 Finance0.32%
- ⚡ Utilities0.11%
- 🛠️ Producer Manufacturing0.06%
- 🚗 Consumer Durables0.05%
- 🍞 Consumer Non Durables0.05%
- 💼 Commercial Services0.03%
- 💵 Cash0.03%
- 💇♀️ Consumer Services0.01%
- ⛏️ Energy Minerals0.01%
- 🧬 Health Technology0%
Exchanges Breakdown
- Exchange
- Total
- 🇬🇧 LSE47.91%
- 🌍 Digital Currency22.09%
- 🇩🇪 Xetra ETFs12.52%
- 🇺🇸 NYSE9.86%
- 🇺🇸 Nasdaq7.58%
- 🇸🇦 Tadawul0.01%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States2.43%
- 🇬🇧 United Kingdom0.04%
- 🇹🇼 Taiwan0.03%
- 🇯🇵 Japan0.02%
- 🇮🇪 Ireland0.02%
- 🇸🇦 Saudi Arabia0.01%
Dividends
Dividend Yield
0.13%
50 out of 115 instruments pay dividend.
12 dividend payments in the next 30 days.
Highest Dividend: $SAOC (6.74%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 QQQ | 0.03% | 0.58% | - |
 VGT | 0.03% | 0.52% | - |
 VOO | 0.03% | 1.29% | - |
 SPY | 0.01% | 1.21% | - |
 WMT | 0% | 0.96% | $0.81 |
 JPM | 0% | 1.99% | $4.4 |
 DIA.US | 0% | 1.52% | - |
 VEU | 0% | 2.82% | - |
 BLK | 0% | 2.08% | $20.2 |
 PEP | 0% | 4.22% | $5.15 |
 BAC | 0% | 2.31% | $0.96 |
 VNQ | 0% | 4.07% | - |
 VOOG | 0% | 0.54% | - |
 MS | 0% | 2.81% | $3.4 |
 MSFT | 0% | 0.69% | $3 |
 IVV | 0% | 1.31% | - |
 SMH | 0% | 0.45% | - |
 XLRE | 0% | 3.34% | - |
 XLE | 0% | 3.5% | - |
 TM | 0% | 3.12% | $4.64 |
 USRT | 0% | 2.81% | - |
 AAPL | 0% | 0.5% | $0.97 |
 VST | 0% | 0.51% | $0.85 |
 IWM | 0% | 1.2% | - |
 XLY | 0% | 0.83% | - |
 SAOC | 0% | 6.74% | $1.87 |
 SPYD | 0% | 4.49% | - |
 VOOV | 0% | 2.16% | - |
 ORCL | 0% | 0.98% | $1.6 |
 VTI | 0% | 1.29% | - |
 GOOG | 0% | 0.46% | $0.2 |
 REET | 0% | 3.48% | - |
 TSM | 0% | 1.1% | $1.74 |
 META | 0% | 0.29% | $1 |
 CAT | 0% | 1.6% | $5.31 |
 ACN | 0% | 1.8% | $4.99 |
 KRE | 0% | 2.75% | - |
 LRCX | 0% | 1.07% | $8 |
 DGRO | 0% | 2.23% | - |
 QCOM | 0% | 2.31% | $3.25 |
 NKE | 0% | 2.5% | $1.45 |
 RGA | 0% | 1.73% | $3.4 |
 XLI | 0% | 1.35% | - |
 XLF | 0% | 1.4% | - |
 XLK | 0% | 0.67% | - |
 AMAT | 0% | 1% | $1.44 |
 BKNG | 0% | 0.65% | $17.5 |
 CRM | 0% | 0.59% | $0.4 |
 MU | 0% | 0.42% | $0.46 |
 NVDA | 0% | 0.03% | $0.02 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
GOOG | Ex-Dividend | Jun 9, 2025 | $0.21 |
NVDA | Ex-Dividend | Jun 11, 2025 | $0.01 |
MSFT | Pay Day | Jun 12, 2025 | $0.83 |
AMAT | Pay Day | Jun 12, 2025 | $0.46 |
TSM | Ex-Dividend | Jun 12, 2025 | $0.68 |
GOOG | Pay Day | Jun 16, 2025 | $0.21 |
META | Ex-Dividend | Jun 16, 2025 | $0.52 |
CRM | Ex-Dividend | Jun 18, 2025 | $0.42 |
LRCX | Ex-Dividend | Jun 18, 2025 | $0.23 |
VST | Ex-Dividend | Jun 18, 2025 | $0.22 |
BLK | Pay Day | Jun 23, 2025 | $5.21 |
META | Pay Day | Jun 26, 2025 | $0.52 |
QCOM | Pay Day | Jun 26, 2025 | $0.89 |
BAC | Pay Day | Jun 27, 2025 | $0.26 |
PEP | Pay Day | Jun 30, 2025 | $1.42 |
BKNG | Pay Day | Jun 30, 2025 | $9.60 |
VST | Pay Day | Jun 30, 2025 | $0.22 |
NKE | Pay Day | Jul 1, 2025 | $0.40 |
JPM | Ex-Dividend | Jul 3, 2025 | $1.40 |
NVDA | Pay Day | Jul 3, 2025 | $0.01 |
LRCX | Pay Day | Jul 9, 2025 | $0.23 |
CRM | Pay Day | Jul 10, 2025 | $0.42 |
TSM | Pay Day | Jul 10, 2025 | $0.68 |
JPM | Pay Day | Jul 31, 2025 | $1.40 |
WMT | Ex-Dividend | Aug 15, 2025 | $0.24 |
WMT | Pay Day | Sep 2, 2025 | $0.24 |
SMH | Pay Day | Dec 24, 2025 | $0.00 |
Performance Metrics
Score 8/10
Beta
1.25
1.25
0
0.8
1.2
0
2
Sharpe Ratio
0.79
0.79
0
0.5
1
1.5
1.5
Sortino Ratio
2.04
2.04
0
1
2
3
3
Jensen's Alpha
22.75
22.75
-2
0
2
23
23
Omega Ratio
2.13
2.13
0
1
1.5
3
3
Treynor Ratio
1.79
1.79
0
0.75
1.25
2
2
Information Ratio
0.81
0.81
0
0.3
0.6
1
1
Calmar Ratio
0.95
0.95
0
0.3
0.6
1
1
Beta
1.25
1.25
0
0.8
1.2
0
2
Sharpe Ratio
0.79
0.79
0
0.5
1
1.5
1.5
Sortino Ratio
2.04
2.04
0
1
2
3
3
Jensen's Alpha
22.75
22.75
-2
0
2
23
23
Omega Ratio
2.13
2.13
0
1
1.5
3
3
Treynor Ratio
1.79
1.79
0
0.75
1.25
2
2
Information Ratio
0.81
0.81
0
0.3
0.6
1
1
Calmar Ratio
0.95
0.95
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
32.41
High:
RDDT
187.64RDDTLow:
RGTI
-16.12RGTIDetails
PEG Ratio
122.78
High:
PEP
856.44PEPLow:
SGMO
-1.74SGMODetails
Price/Book
8.79
High:
AAPL
45.61AAPLLow:
BKNG
-30.04BKNGDetails
Price/Sales
3.98
High:RGTI
369.38RGTILow:
AML.L
0.45AML.LDetails
Price/CF
20.65
High:
ARM
286.48ARMLow:
RGA
2.61RGADetails
Price/FCF
54.85
High:PEP
5,253.35PEPLow:RGA
2.73RGADetails
P/E Ratio
32.41
High:RDDT
187.64RDDTLow:RGTI
-16.12RGTIDetails
PEG Ratio
122.78
High:PEP
856.44PEPLow:SGMO
-1.74SGMODetails
Price/Book
8.79
High:AAPL
45.61AAPLLow:BKNG
-30.04BKNGDetails
Price/Sales
3.98
High:RGTI
369.38RGTILow:AML.L
0.45AML.LDetails
Price/CF
20.65
High:ARM
286.48ARMLow:RGA
2.61RGADetails
Price/FCF
54.85
High:PEP
5,253.35PEPLow:RGA
2.73RGADetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-29.92% | Nov 2021 | Nov 2023 | 24 |
-7.73% | Feb 2025 | May 2025 | 3 |
-6.89% | Jan 2024 | Feb 2024 | 1 |
-1.5% | Jul 2024 | Sep 2024 | 2 |