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-2.81%
This Month
+2.82%
Year To Date
+30.53%
2 Years
+204.51%
5 Years
+204.51%
10 Years
+26.42%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies50.58%
- 🧩 Miscellaneous23.14%
- 📊 ETFs12.93%
- 💵 Cash4.37%
- 🖥️ Technology Services3.03%
- 🛍️ Retail Trade2.41%
- 💻 Electronic Technology1.42%
- 🧪 Process Industries0.45%
- 💰 Finance0.39%
- 💇♀️ Consumer Services0.37%
- 🛠️ Producer Manufacturing0.34%
- ⚡ Utilities0.19%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency50.58%
- 🇬🇧 LSE15.47%
- 🇺🇸 Nasdaq15.27%
- 🇺🇸 NYSE12.06%
- 🇩🇪 Xetra ETFs0.94%
- 🇺🇸 Chicago Board Options Exchange0.73%
- 🇫🇷 Euronext Paris0.2%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States7.86%
- 🇨🇦 Canada0.45%
- 🇫🇷 France0.2%
- 🇹🇼 Taiwan0.07%
- 🇬🇧 United Kingdom0.02%
Dividends
Dividend Yield
0.09%
19 out of 47 instruments pay dividend.
8 dividend payments in the next 30 days.
Highest Dividend: $CS.PA (5.87%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 QQQ | 0.03% | 0.38% | - |
 NTR | 0.01% | 3.13% | $2.14 |
 CS.PA | 0.01% | 5.87% | $1.98 |
 WMT | 0.01% | 0.84% | $0.81 |
 MSFT | 0.01% | 0.83% | $3 |
 MCD | 0.01% | 2.68% | $6.53 |
 JPM | 0% | 1.93% | $4.4 |
 IBM | 0% | 2.26% | $6.65 |
 BKNG | 0% | 0.97% | $17.5 |
 GOOG | 0% | 0.23% | $0.2 |
 META | 0% | 0.34% | $1 |
 NVDA | 0% | 0.13% | $0.02 |
 VST | 0% | 0.6% | $0.85 |
 QCOM | 0% | 1.52% | $3.25 |
 AAPL | 0% | 0.34% | $0.97 |
 TSM | 0% | 0.69% | $1.74 |
 AMAT | 0% | 0.4% | $1.44 |
 LRCX | 0% | 0.32% | $8 |
 MU | 0% | 0.05% | $0.46 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
VST | Ex-Dividend | Jun 22, 2026 | $0.23 |
META | Pay Day | Jun 25, 2026 | $0.53 |
QCOM | Pay Day | Jun 25, 2026 | $0.92 |
NVDA | Pay Day | Jun 26, 2026 | $0.25 |
BKNG | Pay Day | Jun 30, 2026 | $0.42 |
VST | Pay Day | Jun 30, 2026 | $0.23 |
NTR | Ex-Dividend | Jun 30, 2026 | $0.55 |
JPM | Ex-Dividend | Jul 6, 2026 | $1.50 |
LRCX | Pay Day | Jul 8, 2026 | $0.26 |
TSM | Pay Day | Jul 9, 2026 | $0.95 |
NTR | Pay Day | Jul 17, 2026 | $0.55 |
JPM | Pay Day | Jul 31, 2026 | $1.50 |
WMT | Ex-Dividend | Aug 21, 2026 | $0.25 |
WMT | Pay Day | Sep 8, 2026 | $0.25 |
Performance Metrics
Score 7.7/10
Beta
1.23
1.23
0
0.8
1.2
0
2
Sharpe Ratio
0.78
0.78
0
0.5
1
1.5
1.5
Sortino Ratio
1.97
1.97
0
1
2
3
3
Jensen's Alpha
15.7
15.7
-2
0
2
16
16
Omega Ratio
1.87
1.87
0
1
1.5
2.5
2.5
Treynor Ratio
1.68
1.68
0
0.75
1.25
2
2
Information Ratio
0.67
0.67
0
0.3
0.6
1
1
Calmar Ratio
0.9
0.9
0
0.3
0.6
1
1
Beta
1.23
1.23
0
0.8
1.2
0
2
Sharpe Ratio
0.78
0.78
0
0.5
1
1.5
1.5
Sortino Ratio
1.97
1.97
0
1
2
3
3
Jensen's Alpha
15.7
15.7
-2
0
2
16
16
Omega Ratio
1.87
1.87
0
1
1.5
2.5
2.5
Treynor Ratio
1.68
1.68
0
0.75
1.25
2
2
Information Ratio
0.67
0.67
0
0.3
0.6
1
1
Calmar Ratio
0.9
0.9
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
30.1
High:
ARM
464.84ARMLow:
TTWO
-134.2TTWODetails
PEG Ratio
101.31
High:ARM
3,592.02ARMLow:TTWO
-143.31TTWODetails
Price/Book
9.83
High:ARM
50.52ARMLow:MCD
-150.65MCDDetails
Price/Sales
6.15
High:
USAR
725.32USARLow:CS.PA
0.76CS.PADetails
Price/CF
20.34
High:ARM
106.02ARMLow:CS.PA
4CS.PADetails
Price/FCF
58.77
High:
AMZN
325.85AMZNLow:CS.PA
5.27CS.PADetails
P/E Ratio
30.1
High:ARM
464.84ARMLow:TTWO
-134.2TTWODetails
PEG Ratio
101.31
High:ARM
3,592.02ARMLow:TTWO
-143.31TTWODetails
Price/Book
9.83
High:ARM
50.52ARMLow:MCD
-150.65MCDDetails
Price/Sales
6.15
High:USAR
725.32USARLow:CS.PA
0.76CS.PADetails
Price/CF
20.34
High:ARM
106.02ARMLow:CS.PA
4CS.PADetails
Price/FCF
58.77
High:AMZN
325.85AMZNLow:CS.PA
5.27CS.PADetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-29.92% | Nov 2021 | Nov 2023 | 24 |
-15.03% | Nov 2025 | May 2026 | 6 |
-7.73% | Feb 2025 | May 2025 | 3 |
-6.89% | Jan 2024 | Feb 2024 | 1 |
-2.81% | Jun 2026 | - | 1 |
-1.5% | Jul 2024 | Sep 2024 | 2 |