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-3.59%
Today
-3.32%
This Month
-20.63%
Year To Date
+137.72%
2 Years
+77.27%
5 Years
+9.16%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies99.06%
- 🖥️ Technology Services0.22%
- 🛍️ Retail Trade0.19%
- 💰 Finance0.15%
- 🚗 Consumer Durables0.07%
- 💻 Electronic Technology0.07%
- 🏥 Health Services0.05%
- 💵 Cash0.03%
- 💇♀️ Consumer Services0.03%
- 💼 Commercial Services0.03%
- 🧪 Process Industries0.02%
- 📡 Communications0.02%
- 🍞 Consumer Non Durables0.02%
- 🚚 Transportation0.01%
- 🛠️ Producer Manufacturing0.01%
- 🧬 Health Technology0.01%
- 🪨 Non Energy Minerals0.01%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency99.06%
- 🇺🇸 NYSE0.67%
- 🇺🇸 Nasdaq0.16%
- 🇩🇪 FRA0.04%
- 🇬🇧 LSE0.03%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States0.73%
- 🇧🇲 Bermuda0.08%
- 🇩🇪 Germany0.04%
- 🇬🇧 United Kingdom0.04%
- 🇪🇸 Spain0.02%
Dividends
Dividend Yield
0.02%
31 out of 62 instruments pay dividend.
15 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% | 8.35% | $5.3 |
 SIG | 0% | 1.65% | $1.04 |
 EVR.L | 0% | 17.85% | - |
 MO | 0% | 6.92% | $3.92 |
 WBA | 0% | 8.91% | $1.46 |
 WHR | 0% | 8.6% | $7 |
 T | 0% | 4.03% | $1.11 |
 CMA | 0% | 4.94% | $2.84 |
 WPP.L | 0% | 7.08% | $0.39 |
 SPG | 0% | 5.18% | $7.75 |
 LYB | 0% | 9.67% | $5.09 |
 TNL | 0% | 4.34% | $1.9 |
 SAN | 0% | 2.11% | $0.13 |
 NAVI | 0% | 4.73% | $0.64 |
 C | 0% | 2.91% | $2.12 |
 SKT | 0% | 3.8% | $1.04 |
 M | 0% | 5.98% | $0.68 |
 CSCO | 0% | 2.51% | $1.58 |
 GAP | 0% | 2.9% | $0.6 |
 OMC | 0% | 3.98% | $2.8 |
 MAN | 0% | 5.64% | $3.01 |
 LMT | 0% | 2.75% | $12.45 |
 TPR | 0% | 1.76% | $1.4 |
 RTX | 0% | 1.85% | $2.44 |
 WFC | 0% | 2.14% | $1.4 |
 JPM | 0% | 2.02% | $4.4 |
 SYF | 0% | 1.82% | $1 |
 BFH | 0% | 1.69% | $0.84 |
 HII | 0% | 2.39% | $5.14 |
 INTC | 0% | 2.48% | $0.5 |
 HCA | 0% | 0.73% | $2.52 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
SPG | Ex-Dividend | Jun 9, 2025 | $2.10 |
LYB | Pay Day | Jun 9, 2025 | $1.37 |
OMC | Ex-Dividend | Jun 10, 2025 | $0.70 |
RTX | Pay Day | Jun 12, 2025 | $0.68 |
M | Ex-Dividend | Jun 13, 2025 | $0.18 |
HII | Pay Day | Jun 13, 2025 | $1.35 |
TNL | Ex-Dividend | Jun 13, 2025 | $0.56 |
CMA | Ex-Dividend | Jun 13, 2025 | $0.71 |
BFH | Pay Day | Jun 13, 2025 | $0.21 |
WHR | Pay Day | Jun 15, 2025 | $1.75 |
HCA | Ex-Dividend | Jun 16, 2025 | $0.72 |
MAN | Pay Day | Jun 16, 2025 | $0.72 |
MO | Ex-Dividend | Jun 16, 2025 | $1.02 |
NAVI | Pay Day | Jun 20, 2025 | $0.16 |
TPR | Pay Day | Jun 23, 2025 | $0.35 |
LMT | Pay Day | Jun 27, 2025 | $3.30 |
HCA | Pay Day | Jun 30, 2025 | $0.72 |
TNL | Pay Day | Jun 30, 2025 | $0.56 |
SPG | Pay Day | Jun 30, 2025 | $2.10 |
M | Pay Day | Jul 1, 2025 | $0.18 |
CMA | Pay Day | Jul 1, 2025 | $0.71 |
CSCO | Ex-Dividend | Jul 3, 2025 | $0.41 |
JPM | Ex-Dividend | Jul 3, 2025 | $1.40 |
WPP.L | Pay Day | Jul 4, 2025 | $0.50 |
GAP | Ex-Dividend | Jul 9, 2025 | $0.16 |
OMC | Pay Day | Jul 9, 2025 | $0.70 |
MO | Pay Day | Jul 10, 2025 | $1.02 |
CSCO | Pay Day | Jul 23, 2025 | $0.41 |
SIG | Ex-Dividend | Jul 25, 2025 | $0.32 |
GAP | Pay Day | Jul 30, 2025 | $0.16 |
JPM | Pay Day | Jul 31, 2025 | $1.40 |
SIG | Pay Day | Aug 22, 2025 | $0.32 |
Performance Metrics
Score 4.8/10
Beta
2
2
0
0.8
1.2
0
2
Sharpe Ratio
0.4
0.4
0
0.5
1
1.5
1.5
Sortino Ratio
0.67
0.67
0
1
2
3
3
Jensen's Alpha
1.45
1.45
-2
0
2
4.5
4.5
Omega Ratio
1.21
1.21
0
1
1.5
2.5
2.5
Treynor Ratio
0.97
0.97
0
0.75
1.25
2
2
Information Ratio
0.25
0.25
0
0.3
0.6
1
1
Calmar Ratio
0.13
0.13
0
0.3
0.6
1
1
Beta
2
2
0
0.8
1.2
0
2
Sharpe Ratio
0.4
0.4
0
0.5
1
1.5
1.5
Sortino Ratio
0.67
0.67
0
1
2
3
3
Jensen's Alpha
1.45
1.45
-2
0
2
4.5
4.5
Omega Ratio
1.21
1.21
0
1
1.5
2.5
2.5
Treynor Ratio
0.97
0.97
0
0.75
1.25
2
2
Information Ratio
0.25
0.25
0
0.3
0.6
1
1
Calmar Ratio
0.13
0.13
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
28.46
High:
WHR
605.33WHRLow:
U
-23.18UDetails
PEG Ratio
150.21
High:
TPR
1,573.64TPRLow:U
-46.59UDetails
Price/Book
3.27
High:
PLTR
56.56PLTRLow:
MO
-28.48MODetails
Price/Sales
2.48
High:PLTR
106.55PLTRLow:
WBA
0.06WBADetails
Price/CF
15.13
High:PLTR
161.45PLTRLow:
BFH
1.38BFHDetails
Price/FCF
33.61
High:PLTR
163.42PLTRLow:BFH
1.43BFHDetails
P/E Ratio
28.46
High:WHR
605.33WHRLow:U
-23.18UDetails
PEG Ratio
150.21
High:TPR
1,573.64TPRLow:U
-46.59UDetails
Price/Book
3.27
High:PLTR
56.56PLTRLow:MO
-28.48MODetails
Price/Sales
2.48
High:PLTR
106.55PLTRLow:WBA
0.06WBADetails
Price/CF
15.13
High:PLTR
161.45PLTRLow:BFH
1.38BFHDetails
Price/FCF
33.61
High:PLTR
163.42PLTRLow:BFH
1.43BFHDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-76.06% | Nov 2021 | Nov 2024 | 36 |
-37.54% | Dec 2024 | - | 7 |
-34.86% | May 2021 | Oct 2021 | 5 |
-23.63% | Dec 2019 | Nov 2020 | 11 |