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+1.71%
Today
+13.37%
This Month
-2.35%
Year To Date
+38.29%
2 Years
+75.47%
5 Years
+21.95%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs44.77%
- 🪙 Cryptocurrencies32.9%
- 🖥️ Technology Services5.21%
- 💻 Electronic Technology4.88%
- 🛍️ Retail Trade3.98%
- 🍞 Consumer Non Durables2.91%
- 🚗 Consumer Durables2.09%
- 🪨 Non Energy Minerals1.88%
- 💇♀️ Consumer Services1.37%
- 💵 Cash0.01%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency32.9%
- 🇺🇸 NYSE27.84%
- 🇺🇸 Nasdaq20.2%
- 🇬🇧 LSE16.26%
- 🇺🇸 Chicago Board Options Exchange2.78%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States19.68%
- 🇨🇦 Canada1.88%
- 🇺🇾 Uruguay0.76%
Dividends
Dividend Yield
0.45%
21 out of 45 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $SCHD (3.97%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 VBR | 0.07% | 2.23% | - |
 SCHD | 0.05% | 3.97% | - |
 MDLZ | 0.05% | 2.69% | $1.7 |
 VOO | 0.04% | 1.29% | - |
 B | 0.04% | 1.86% | $0.4 |
 VT.US | 0.02% | 1.83% | - |
 QUAL | 0.02% | 1.03% | - |
 GDX | 0.02% | 0.8% | - |
 VIG | 0.02% | 1.79% | - |
 KO | 0.02% | 2.88% | $1.89 |
 PEP | 0.02% | 3.83% | $5.15 |
 MCD | 0.01% | 2.35% | $6.53 |
 AAPL | 0.01% | 0.48% | $0.97 |
 GOOG | 0.01% | 0.44% | $0.2 |
 QQQ | 0.01% | 0.58% | - |
 VTI | 0.01% | 1.29% | - |
 MSFT | 0.01% | 0.65% | $3 |
 DIS | 0.01% | 0.82% | $0.75 |
 MTUM | 0.01% | 0.83% | - |
 VGT | 0% | 0.52% | - |
 NVDA | 0% | 0.02% | $0.02 |
Performance Metrics
Score 4.3/10
Beta
1.15
1.15
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
-0.94
-0.94
-2
0
2
4.5
4.5
Omega Ratio
1.04
1.04
0
1
1.5
2.5
2.5
Treynor Ratio
1.04
1.04
0
0.75
1.25
2
2
Information Ratio
0.04
0.04
0
0.3
0.6
1
1
Calmar Ratio
0.6
0.6
0
0.3
0.6
1
1
Beta
1.15
1.15
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
-0.94
-0.94
-2
0
2
4.5
4.5
Omega Ratio
1.04
1.04
0
1
1.5
2.5
2.5
Treynor Ratio
1.04
1.04
0
0.75
1.25
2
2
Information Ratio
0.04
0.04
0
0.3
0.6
1
1
Calmar Ratio
0.6
0.6
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
33.65
High:
TSLA
181.29TSLALow:
MARA
-13.55MARADetails
PEG Ratio
526.76
High:
KO
9,978.59KOLow:
DIS
5.75DISDetails
Price/Book
11.45
High:
NVDA
50.15NVDALow:
MCD
-61.5MCDDetails
Price/Sales
6.75
High:NVDA
28.57NVDALow:
PEP
2.14PEPDetails
Price/CF
21.84
High:KO
282.33KOLow:
B
6.65BDetails
Price/FCF
46.34
High:PEP
5,253.35PEPLow:DIS
19.39DISDetails
P/E Ratio
33.65
High:TSLA
181.29TSLALow:MARA
-13.55MARADetails
PEG Ratio
526.76
High:KO
9,978.59KOLow:DIS
5.75DISDetails
Price/Book
11.45
High:NVDA
50.15NVDALow:MCD
-61.5MCDDetails
Price/Sales
6.75
High:NVDA
28.57NVDALow:PEP
2.14PEPDetails
Price/CF
21.84
High:KO
282.33KOLow:B
6.65BDetails
Price/FCF
46.34
High:PEP
5,253.35PEPLow:DIS
19.39DISDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-25.97% | Dec 2024 | - | 8 |
-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 |