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-0.33%
Today
+4.75%
This Month
+3%
Year To Date
+39.89%
2 Years
+211.33%
5 Years
+9.91%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash67.06%
- 🪙 Cryptocurrencies31.42%
- 🧬 Health Technology6.39%
- 👥 Copy Trading3.86%
- 🖥️ Technology Services3.39%
- 🛍️ Retail Trade3.22%
- 📊 ETFs2.03%
- 💰 Finance1.38%
- 💇♀️ Consumer Services0.31%
- 🍞 Consumer Non Durables0.3%
- 🧪 Process Industries0.27%
- ⚡ Utilities0.21%
- 🪨 Non Energy Minerals0.07%
- 🏥 Health Services0%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency31.42%
- 🇺🇸 Nasdaq7.38%
- 🇺🇸 NYSE6.8%
- 🇬🇧 LSE3.66%
- 🇩🇰 Copenhagen Stock Exchange3.4%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States8.61%
- 🇩🇰 Denmark3.4%
- 🇺🇾 Uruguay2.53%
- 🇮🇪 Ireland0.38%
- 🇳🇱 Netherlands0.29%
- 🇦🇷 Argentina0.27%
- 🇨🇦 Canada0.07%
Dividends
Dividend Yield
0.32%
19 out of 37 instruments pay dividend.
8 dividend payments in the next 30 days.
Highest Dividend: $ARR (17.89%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 NOVO-B.CO | 0.08% | 2.5% | $9.4 |
 MPW | 0.05% | 8.49% | $0.6 |
 QYLD | 0.05% | 11.49% | - |
 SHV | 0.02% | 4.78% | - |
 LLY | 0.02% | 0.78% | $4.86 |
 ARR | 0.01% | 17.89% | $3.84 |
 MDT.US | 0.01% | 3.46% | $2.77 |
 ORCL | 0.01% | 1.05% | $1.6 |
 CLX | 0.01% | 3.76% | $4.8 |
 BLK | 0.01% | 2.11% | $20.2 |
 MSFT | 0.01% | 0.71% | $3 |
 BND | 0.01% | 3.68% | - |
 NEE | 0.01% | 3.23% | $1.97 |
 ABBV | 0.01% | 3.48% | $6.06 |
 DLR | 0.01% | 2.87% | $4.88 |
 GOOGL | 0% | 0.47% | $0.2 |
 GOOG | 0% | 0.47% | $0.2 |
 B | 0% | 2.04% | $0.4 |
 PARA | 0% | 1.67% | $0.2 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
ARR | Pay Day | May 29, 2025 | $0.24 |
B | Ex-Dividend | May 30, 2025 | $0.10 |
NEE | Ex-Dividend | Jun 2, 2025 | $0.57 |
BLK | Ex-Dividend | Jun 5, 2025 | $5.21 |
GOOG | Ex-Dividend | Jun 9, 2025 | $0.21 |
GOOGL | Ex-Dividend | Jun 9, 2025 | $0.21 |
LLY | Pay Day | Jun 10, 2025 | $1.50 |
MSFT | Pay Day | Jun 12, 2025 | $0.83 |
GOOG | Pay Day | Jun 16, 2025 | $0.21 |
NEE | Pay Day | Jun 16, 2025 | $0.57 |
B | Pay Day | Jun 16, 2025 | $0.10 |
GOOGL | Pay Day | Jun 16, 2025 | $0.21 |
BLK | Pay Day | Jun 23, 2025 | $5.21 |
Performance Metrics
Score 5.5/10
Beta
0.71
0.71
0
0.8
1.2
0
2
Sharpe Ratio
0.4
0.4
0
0.5
1
1.5
1.5
Sortino Ratio
0.64
0.64
0
1
2
3
3
Jensen's Alpha
3.65
3.65
-2
0
2
4.5
4.5
Omega Ratio
1.04
1.04
0
1
1.5
2.5
2.5
Treynor Ratio
1.18
1.18
0
0.75
1.25
2
2
Information Ratio
0.04
0.04
0
0.3
0.6
1
1
Calmar Ratio
0.24
0.24
0
0.3
0.6
1
1
Beta
0.71
0.71
0
0.8
1.2
0
2
Sharpe Ratio
0.4
0.4
0
0.5
1
1.5
1.5
Sortino Ratio
0.64
0.64
0
1
2
3
3
Jensen's Alpha
3.65
3.65
-2
0
2
4.5
4.5
Omega Ratio
1.04
1.04
0
1
1.5
2.5
2.5
Treynor Ratio
1.18
1.18
0
0.75
1.25
2
2
Information Ratio
0.04
0.04
0
0.3
0.6
1
1
Calmar Ratio
0.24
0.24
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
29.95
High:
DLR
158.67DLRLow:
ARR
-45.98ARRDetails
PEG Ratio
122.03
High:
BLK
500.66BLKLow:ARR
-90.62ARRDetails
Price/Book
9.77
High:
CLX
595.09CLXLow:
PARA
0.49PARADetails
Price/Sales
7.24
High:
ARGX
17.22ARGXLow:PARA
0.28PARADetails
Price/CF
19.67
High:
LLY
79.83LLYLow:ARR
4.84ARRDetails
Price/FCF
54.73
High:
BIOX
7,765.12BIOXLow:ARR
15.27ARRDetails
P/E Ratio
29.95
High:DLR
158.67DLRLow:ARR
-45.98ARRDetails
PEG Ratio
122.03
High:BLK
500.66BLKLow:ARR
-90.62ARRDetails
Price/Book
9.77
High:CLX
595.09CLXLow:PARA
0.49PARADetails
Price/Sales
7.24
High:ARGX
17.22ARGXLow:PARA
0.28PARADetails
Price/CF
19.67
High:LLY
79.83LLYLow:ARR
4.84ARRDetails
Price/FCF
54.73
High:BIOX
7,765.12BIOXLow:ARR
15.27ARRDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-37.52% | Aug 2015 | Dec 2017 | 28 |
-34.35% | Jan 2018 | Nov 2020 | 34 |
-26.4% | Nov 2021 | Mar 2024 | 28 |
-23% | May 2021 | Oct 2021 | 5 |
-8.89% | Feb 2025 | - | 4 |
-4.43% | Apr 2024 | Nov 2024 | 7 |
-2.54% | Dec 2024 | Jan 2025 | 1 |