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+0.58%
Today
+2.34%
This Month
-12.36%
Year To Date
+32.1%
2 Years
+57.48%
5 Years
+17.96%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs38.42%
- 🪙 Cryptocurrencies28.69%
- 💵 Cash10.19%
- 🖥️ Technology Services5.16%
- 💻 Electronic Technology4.91%
- 🛍️ Retail Trade4.23%
- 🍞 Consumer Non Durables2.63%
- 🚗 Consumer Durables2.47%
- 🪨 Non Energy Minerals2.05%
- 💇♀️ Consumer Services1.53%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE30.38%
- 🌍 Digital Currency28.69%
- 🇺🇸 Nasdaq20.54%
- 🇬🇧 LSE7.42%
- 🇺🇸 Chicago Board Options Exchange3.06%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States20%
- 🇨🇦 Canada2.05%
- 🇺🇾 Uruguay0.93%
Dividends
Dividend Yield
0.5%
21 out of 44 instruments pay dividend.
7 dividend payments in the next 30 days.
Highest Dividend: $PEP (4.16%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 VBR | 0.08% | 2.34% | - |
 SCHD | 0.06% | 4.03% | - |
 VOO | 0.05% | 1.37% | - |
 MDLZ | 0.04% | 2.8% | $1.7 |
 B | 0.04% | 1.92% | $0.4 |
 VT.US | 0.03% | 1.93% | - |
 QUAL | 0.03% | 1.08% | - |
 GDX | 0.02% | 0.82% | - |
 VIG | 0.02% | 1.86% | - |
 KO | 0.02% | 2.8% | $1.89 |
 PEP | 0.02% | 4.16% | $5.15 |
 MCD | 0.02% | 2.23% | $6.53 |
 AAPL | 0.02% | 0.5% | $0.97 |
 GOOG | 0.02% | 0.48% | $0.2 |
 QQQ | 0.01% | 0.63% | - |
 VTI | 0.01% | 1.37% | - |
 DIS | 0.01% | 0.88% | $0.75 |
 MSFT | 0.01% | 0.7% | $3 |
 MTUM | 0.01% | 0.91% | - |
 VGT | 0.01% | 0.58% | - |
 NVDA | 0% | 0.03% | $0.02 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
PEP | Ex-Dividend | Jun 6, 2025 | $1.42 |
GOOG | Ex-Dividend | Jun 9, 2025 | $0.21 |
NVDA | Ex-Dividend | Jun 11, 2025 | $0.01 |
MSFT | Pay Day | Jun 12, 2025 | $0.83 |
KO | Ex-Dividend | Jun 13, 2025 | $0.51 |
GOOG | Pay Day | Jun 16, 2025 | $0.21 |
MCD | Pay Day | Jun 16, 2025 | $1.77 |
B | Pay Day | Jun 16, 2025 | $0.10 |
DIS | Ex-Dividend | Jun 24, 2025 | $0.50 |
PEP | Pay Day | Jun 30, 2025 | $1.42 |
MDLZ | Ex-Dividend | Jun 30, 2025 | $0.47 |
KO | Pay Day | Jul 1, 2025 | $0.51 |
NVDA | Pay Day | Jul 3, 2025 | $0.01 |
MDLZ | Pay Day | Jul 14, 2025 | $0.47 |
DIS | Pay Day | Jul 23, 2025 | $0.50 |
GDX | Pay Day | Dec 24, 2025 | $0.00 |
Performance Metrics
Score 4.9/10
Beta
1.17
1.17
0
0.8
1.2
0
2
Sharpe Ratio
0.48
0.48
0
0.5
1
1.5
1.5
Sortino Ratio
0.87
0.87
0
1
2
3
3
Jensen's Alpha
0.46
0.46
-2
0
2
4.5
4.5
Omega Ratio
1.1
1.1
0
1
1.5
2.5
2.5
Treynor Ratio
1.04
1.04
0
0.75
1.25
2
2
Information Ratio
0.11
0.11
0
0.3
0.6
1
1
Calmar Ratio
0.61
0.61
0
0.3
0.6
1
1
Beta
1.17
1.17
0
0.8
1.2
0
2
Sharpe Ratio
0.48
0.48
0
0.5
1
1.5
1.5
Sortino Ratio
0.87
0.87
0
1
2
3
3
Jensen's Alpha
0.46
0.46
-2
0
2
4.5
4.5
Omega Ratio
1.1
1.1
0
1
1.5
2.5
2.5
Treynor Ratio
1.04
1.04
0
0.75
1.25
2
2
Information Ratio
0.11
0.11
0
0.3
0.6
1
1
Calmar Ratio
0.61
0.61
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
31.14
High:
TSLA
189.33TSLALow:
MARA
-10.65MARADetails
PEG Ratio
589.48
High:
KO
10,164.11KOLow:
DIS
5.38DISDetails
Price/Book
10.68
High:
AAPL
45.46AAPLLow:
MCD
-64.67MCDDetails
Price/Sales
6.22
High:
NVDA
23.4NVDALow:
PEP
1.98PEPDetails
Price/CF
22.11
High:KO
282.33KOLow:
B
6.65BDetails
Price/FCF
46.94
High:PEP
5,253.35PEPLow:DIS
19.39DISDetails
P/E Ratio
31.14
High:TSLA
189.33TSLALow:MARA
-10.65MARADetails
PEG Ratio
589.48
High:KO
10,164.11KOLow:DIS
5.38DISDetails
Price/Book
10.68
High:AAPL
45.46AAPLLow:MCD
-64.67MCDDetails
Price/Sales
6.22
High:NVDA
23.4NVDALow:PEP
1.98PEPDetails
Price/CF
22.11
High:KO
282.33KOLow:B
6.65BDetails
Price/FCF
46.94
High:PEP
5,253.35PEPLow:DIS
19.39DISDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-25.97% | Dec 2024 | - | 7 |
-11.97% | Apr 2024 | Nov 2024 | 7 |
-10.68% | Aug 2023 | Nov 2023 | 3 |
-6.56% | Aug 2022 | Jan 2023 | 5 |
-3.69% | Jan 2024 | Feb 2024 | 1 |
-1.81% | Apr 2023 | Jun 2023 | 2 |
-1.76% | Feb 2023 | Mar 2023 | 1 |