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+3.56%
Today
+0.81%
This Month
-18%
Year To Date
+3.87%
2 Years
-48.98%
5 Years
-13.21%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies56.49%
- 🍞 Consumer Non Durables10.37%
- 🖥️ Technology Services5.98%
- 💻 Electronic Technology3.71%
- 🧬 Health Technology3.64%
- 🚗 Consumer Durables3.57%
- 🛍️ Retail Trade2.12%
- 🪨 Non Energy Minerals1.96%
- 🏥 Health Services1.93%
- 📊 ETFs1.61%
- 🚚 Transportation1.54%
- 💼 Commercial Services1.08%
- 💰 Finance1.04%
- 🛠️ Producer Manufacturing1.01%
- 📡 Communications0.95%
- ⛏️ Energy Minerals0.93%
- 💇♀️ Consumer Services0.58%
- ⚡ Utilities0.47%
- 💵 Cash0.24%
- 🧪 Process Industries0.19%
- 🏭 Industrial Services0%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency56.49%
- 🇺🇸 Nasdaq17.22%
- 🇺🇸 NYSE15.33%
- 🇨🇭 SIX2.93%
- 🇬🇧 LSE1.87%
- 🇫🇷 Euronext Paris1.81%
- 🇭🇰 Hong Kong Exchanges1%
- 🇮🇹 Borsa Italiana0.71%
- 🇩🇪 FRA0.61%
- 🇳🇱 Euronext Amsterdam0.38%
- 🇩🇰 Copenhagen Stock Exchange0.37%
- 🇺🇸 Chicago Board Options Exchange0.35%
- 🇳🇴 Oslo Stock Exchange0.12%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States26.11%
- 🇨🇭 Switzerland2.93%
- 🇬🇧 United Kingdom2.9%
- 🇩🇰 Denmark2.23%
- 🇫🇷 France1.81%
- 🇨🇳 China1.16%
- 🇩🇪 Germany0.79%
- 🇮🇹 Italy0.71%
- 🇭🇰 Hong Kong0.66%
- 🇮🇱 Israel0.49%
- 🇳🇱 Netherlands0.44%
- 🇰🇾 Cayman Islands0.37%
- 🇨🇦 Canada0.32%
- 🇳🇴 Norway0.12%
- 🇸🇬 Singapore0.03%
- 🇨🇾 Cyprus0.02%
Dividends
Dividend Yield
0.77%
39 out of 194 instruments pay dividend.
13 dividend payments in the next 30 days.
Highest Dividend: $0968.HK (10.55%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 PEP | 0.1% | 4.19% | $5.15 |
 NESN.ZU | 0.1% | 3.52% | $3 |
 RIO | 0.07% | 6.74% | $4.34 |
 UNH | 0.05% | 2.88% | $7.74 |
 CVX | 0.05% | 4.88% | $6.28 |
 HSY | 0.04% | 3.37% | $5.12 |
 PFE | 0.04% | 7.35% | $1.66 |
 00384.HK | 0.03% | 6.93% | $0.55 |
 NVO | 0.03% | 1.63% | $0.98 |
 M | 0.03% | 5.97% | $0.68 |
 MC.PA | 0.02% | 2.76% | $13 |
 SL.MI | 0.02% | 3.25% | $1 |
 TQQQ | 0.02% | 1.79% | - |
 CL | 0.02% | 2.24% | $1.96 |
 0968.HK | 0.02% | 10.55% | $0.23 |
 NKE | 0.02% | 2.51% | $1.45 |
 TMUS | 0.01% | 1.34% | $1.95 |
 CAT | 0.01% | 1.62% | $5.31 |
 BRBY.L | 0.01% | 5.62% | $0.61 |
 STZ | 0.01% | 2.37% | $3.68 |
 ORCL | 0.01% | 0.99% | $1.6 |
 INTC | 0.01% | 2.5% | $0.5 |
 PHM | 0.01% | 0.85% | $0.76 |
 WBA | 0.01% | 8.89% | $1.46 |
 CDI.PA | 0.01% | 2.97% | $13 |
 MLM | 0% | 0.57% | $2.96 |
 ASML.NV | 0% | 0.97% | $6.1 |
 GOOG | 0% | 0.48% | $0.2 |
 HOG | 0% | 2.91% | $0.68 |
 OR.PA | 0% | 1.84% | $6.6 |
 HMSO.L | 0% | 5.31% | $0.02 |
 BAYN.DE | 0% | 0.42% | $0.11 |
 SSPG.L | 0% | 2.3% | $0.04 |
 1585.HK | 0% | 1.79% | $0.48 |
 AA | 0% | 1.44% | $0.4 |
 MU | 0% | 0.43% | $0.46 |
 BABA | 0% | 0.86% | $0.98 |
 JNJ | 0% | 3.27% | $4.81 |
 00175.HK | 0% | 1.84% | $0.22 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
GOOG | Ex-Dividend | Jun 9, 2025 | $0.21 |
CVX | Pay Day | Jun 10, 2025 | $1.71 |
JNJ | Pay Day | Jun 10, 2025 | $1.30 |
00175.HK | Ex-Dividend | Jun 11, 2025 | $0.04 |
BABA | Ex-Dividend | Jun 12, 2025 | $0.95 |
PFE | Pay Day | Jun 13, 2025 | $0.43 |
M | Ex-Dividend | Jun 13, 2025 | $0.18 |
GOOG | Pay Day | Jun 16, 2025 | $0.21 |
UNH | Ex-Dividend | Jun 16, 2025 | $2.21 |
HSY | Pay Day | Jun 16, 2025 | $1.37 |
PHM | Ex-Dividend | Jun 17, 2025 | $0.22 |
HOG | Pay Day | Jun 18, 2025 | $0.18 |
UNH | Pay Day | Jun 24, 2025 | $2.21 |
SSPG.L | Pay Day | Jun 27, 2025 | $0.02 |
PEP | Pay Day | Jun 30, 2025 | $1.42 |
MLM | Pay Day | Jun 30, 2025 | $0.79 |
NKE | Pay Day | Jul 1, 2025 | $0.40 |
M | Pay Day | Jul 1, 2025 | $0.18 |
PHM | Pay Day | Jul 2, 2025 | $0.22 |
BABA | Pay Day | Jul 10, 2025 | $0.95 |
00175.HK | Pay Day | Jul 25, 2025 | $0.04 |
TMUS | Ex-Dividend | Aug 29, 2025 | $0.88 |
TMUS | Pay Day | Sep 11, 2025 | $0.88 |
Performance Metrics
Score 2.2/10
Beta
1.57
1.57
0
0.8
1.2
0
2
Sharpe Ratio
-0.21
-0.21
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.33
-0.33
-1
1
2
3
3
Jensen's Alpha
-22.93
-22.93
-23
0
2
4.5
4.5
Omega Ratio
0.63
0.63
0
1
1.5
2.5
2.5
Treynor Ratio
-0.47
-0.47
-1
0.75
1.25
2
2
Information Ratio
-0.57
-0.57
-1
0.3
0.6
1
1
Calmar Ratio
-0.21
-0.21
-1
0.3
0.6
1
1
Beta
1.57
1.57
0
0.8
1.2
0
2
Sharpe Ratio
-0.21
-0.21
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.33
-0.33
-1
1
2
3
3
Jensen's Alpha
-22.93
-22.93
-23
0
2
4.5
4.5
Omega Ratio
0.63
0.63
0
1
1.5
2.5
2.5
Treynor Ratio
-0.47
-0.47
-1
0.75
1.25
2
2
Information Ratio
-0.57
-0.57
-1
0.3
0.6
1
1
Calmar Ratio
-0.21
-0.21
-1
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
26.14
High:
TSLA
156.57TSLALow:
STZ
-349.09STZDetails
PEG Ratio
135.98
High:
PEP
863.61PEPLow:
LMND
-393.85LMNDDetails
Price/Book
5.49
High:
CL
201.26CLLow:
NIO
-139.34NIODetails
Price/Sales
2.93
High:
MSTR
205.94MSTRLow:
CRBP
-CRBPDetails
Price/CF
16.53
High:MSTR
7,511.07MSTRLow:
AF.PA
0.56AF.PADetails
Price/FCF
51.22
High:PEP
5,253.35PEPLow:
WGHTQ
1.18WGHTQDetails
P/E Ratio
26.14
High:TSLA
156.57TSLALow:STZ
-349.09STZDetails
PEG Ratio
135.98
High:PEP
863.61PEPLow:LMND
-393.85LMNDDetails
Price/Book
5.49
High:CL
201.26CLLow:NIO
-139.34NIODetails
Price/Sales
2.93
High:MSTR
205.94MSTRLow:CRBP
-CRBPDetails
Price/CF
16.53
High:MSTR
7,511.07MSTRLow:AF.PA
0.56AF.PADetails
Price/FCF
51.22
High:PEP
5,253.35PEPLow:WGHTQ
1.18WGHTQDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-63.02% | Jul 2021 | - | 48 |
-16.95% | Sep 2020 | Jan 2021 | 4 |
-5.27% | Mar 2021 | Jun 2021 | 3 |