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+6.3%
This Month
-12.51%
Year To Date
-15.54%
2 Years
-16.4%
5 Years
+40.19%
10 Years
+5.27%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies98.7%
- 🖥️ Technology Services0.27%
- 🛍️ Retail Trade0.23%
- 💰 Finance0.21%
- 💻 Electronic Technology0.14%
- 💵 Cash0.11%
- 🚗 Consumer Durables0.08%
- 🏥 Health Services0.08%
- 💇♀️ Consumer Services0.05%
- 🍞 Consumer Non Durables0.03%
- 🧪 Process Industries0.02%
- 📡 Communications0.02%
- 💼 Commercial Services0.02%
- 🚚 Transportation0.01%
- 🧬 Health Technology0.01%
- 🪨 Non Energy Minerals0.01%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency98.7%
- 🇺🇸 NYSE0.86%
- 🇺🇸 Nasdaq0.23%
- 🇩🇪 FRA0.05%
- 🇬🇧 LSE0.04%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States0.94%
- 🇧🇲 Bermuda0.1%
- 🇩🇪 Germany0.05%
- 🇬🇧 United Kingdom0.05%
- 🇪🇸 Spain0.04%
Dividends
Dividend Yield
0.02%
27 out of 60 instruments pay dividend.
7 dividend payments in the next 30 days.
Highest Dividend: $EVR.L (17.85%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 MBG.DE | 0% | 6.86% | $5.3 |
 SIG | 0% | 1.61% | $1.04 |
 EVR.L | 0% | 17.85% | - |
 MO | 0% | 5.74% | $3.92 |
 T.US | 0% | 4.39% | $1.11 |
 SPG | 0% | 4.31% | $7.75 |
 TNL | 0% | 3.56% | $1.9 |
 SAN | 0% | 1.66% | $0.13 |
 C | 0% | 1.92% | $2.12 |
 LYB | 0% | 5.91% | $5.09 |
 SKT | 0% | 3.35% | $1.04 |
 NAVI | 0% | 7.58% | $0.64 |
 M.US | 0% | 3.62% | $0.68 |
 OMC | 0% | 4.14% | $2.8 |
 GAP | 0% | 2.91% | $0.6 |
 CSCO | 0% | 1.38% | $1.58 |
 TPR | 0% | 1.16% | $1.4 |
 JPM | 0% | 1.96% | $4.4 |
 WFC | 0% | 2.36% | $1.4 |
 LMT | 0% | 2.56% | $12.45 |
 RTX | 0% | 1.56% | $2.44 |
 SYF | 0% | 1.67% | $1 |
 BFH | 0% | 1.04% | $0.84 |
 WPP.L | 0% | 5.41% | $0.39 |
 HII | 0% | 1.71% | $5.14 |
 CCL.L | 0% | 0.57% | - |
 HCA | 0% | 0.76% | $2.52 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
HII | Ex-Dividend | May 29, 2026 | $1.38 |
BFH | Ex-Dividend | May 29, 2026 | $0.23 |
LMT | Ex-Dividend | Jun 1, 2026 | $3.45 |
WFC | Pay Day | Jun 1, 2026 | $0.45 |
LYB | Ex-Dividend | Jun 1, 2026 | $0.69 |
WPP.L | Ex-Dividend | Jun 4, 2026 | $0.10 |
NAVI | Ex-Dividend | Jun 5, 2026 | $0.16 |
TPR | Ex-Dividend | Jun 5, 2026 | $0.40 |
LYB | Pay Day | Jun 8, 2026 | $0.69 |
SPG | Ex-Dividend | Jun 9, 2026 | $2.25 |
OMC | Ex-Dividend | Jun 10, 2026 | $0.80 |
RTX | Pay Day | Jun 11, 2026 | $0.73 |
HII | Pay Day | Jun 12, 2026 | $1.38 |
TNL | Ex-Dividend | Jun 12, 2026 | $0.60 |
M.US | Ex-Dividend | Jun 15, 2026 | $0.19 |
MO | Ex-Dividend | Jun 15, 2026 | $1.06 |
BFH | Pay Day | Jun 15, 2026 | $0.23 |
HCA | Ex-Dividend | Jun 16, 2026 | $0.78 |
NAVI | Pay Day | Jun 19, 2026 | $0.16 |
TPR | Pay Day | Jun 22, 2026 | $0.40 |
LMT | Pay Day | Jun 26, 2026 | $3.45 |
HCA | Pay Day | Jun 30, 2026 | $0.78 |
TNL | Pay Day | Jun 30, 2026 | $0.60 |
SPG | Pay Day | Jun 30, 2026 | $2.25 |
M.US | Pay Day | Jul 1, 2026 | $0.19 |
WPP.L | Pay Day | Jul 3, 2026 | $0.10 |
CSCO | Ex-Dividend | Jul 6, 2026 | $0.42 |
JPM | Ex-Dividend | Jul 6, 2026 | $1.50 |
GAP | Ex-Dividend | Jul 8, 2026 | $0.17 |
OMC | Pay Day | Jul 9, 2026 | $0.80 |
MO | Pay Day | Jul 10, 2026 | $1.06 |
CSCO | Pay Day | Jul 22, 2026 | $0.42 |
GAP | Pay Day | Jul 29, 2026 | $0.17 |
JPM | Pay Day | Jul 31, 2026 | $1.50 |
Performance Metrics
Score 3.2/10
Beta
1.92
1.92
0
0.8
1.2
0
2
Sharpe Ratio
0.3
0.3
0
0.5
1
1.5
1.5
Sortino Ratio
0.49
0.49
0
1
2
3
3
Jensen's Alpha
-2.95
-2.95
-3
0
2
4.5
4.5
Omega Ratio
1.1
1.1
0
1
1.5
2.5
2.5
Treynor Ratio
0.72
0.72
0
0.75
1.25
2
2
Information Ratio
0.13
0.13
0
0.3
0.6
1
1
Calmar Ratio
0.06
0.06
0
0.3
0.6
1
1
Beta
1.92
1.92
0
0.8
1.2
0
2
Sharpe Ratio
0.3
0.3
0
0.5
1
1.5
1.5
Sortino Ratio
0.49
0.49
0
1
2
3
3
Jensen's Alpha
-2.95
-2.95
-3
0
2
4.5
4.5
Omega Ratio
1.1
1.1
0
1
1.5
2.5
2.5
Treynor Ratio
0.72
0.72
0
0.75
1.25
2
2
Information Ratio
0.13
0.13
0
0.3
0.6
1
1
Calmar Ratio
0.06
0.06
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
36.88
High:
TSLA
389.19TSLALow:
INTC
-191.35INTCDetails
PEG Ratio
48.61
High:JPM
594.96JPMLow:INTC
-222.31INTCDetails
Price/Book
4.23
High:TPR
41.06TPRLow:MO
-38.45MODetails
Price/Sales
3.8
High:
SPCE
196.58SPCELow:
AAL
0.16AALDetails
Price/CF
13.48
High:
PLTR
138.09PLTRLow:AAL
1.46AALDetails
Price/FCF
23
High:TSLA
187.89TSLALow:BFH
1.53BFHDetails
P/E Ratio
36.88
High:TSLA
389.19TSLALow:INTC
-191.35INTCDetails
PEG Ratio
48.61
High:JPM
594.96JPMLow:INTC
-222.31INTCDetails
Price/Book
4.23
High:TPR
41.06TPRLow:MO
-38.45MODetails
Price/Sales
3.8
High:SPCE
196.58SPCELow:AAL
0.16AALDetails
Price/CF
13.48
High:PLTR
138.09PLTRLow:AAL
1.46AALDetails
Price/FCF
23
High:TSLA
187.89TSLALow:BFH
1.53BFHDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-76.06% | Nov 2021 | Nov 2024 | 36 |
-46.92% | Dec 2024 | - | 18 |
-34.86% | May 2021 | Oct 2021 | 5 |
-23.63% | Dec 2019 | Nov 2020 | 11 |