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+0.65%
Today
+1.42%
This Month
+3.53%
Year To Date
+67.58%
2 Years
+108.9%
5 Years
+16.6%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies29.9%
- 📊 ETFs16.12%
- 💻 Electronic Technology13.97%
- 🛍️ Retail Trade9.91%
- 🖥️ Technology Services8.79%
- 💇♀️ Consumer Services3.92%
- 🍞 Consumer Non Durables3.71%
- 🚗 Consumer Durables3.54%
- 🚚 Transportation3.06%
- 💰 Finance2.07%
- ⚡ Utilities1.76%
- 💵 Cash1.43%
- 🪨 Non Energy Minerals1.16%
- 🧬 Health Technology0.63%
- 🧩 Miscellaneous0.26%
- 💼 Commercial Services0.23%
- 📦 Distribution Services0.08%
- 🧪 Process Industries0.05%
- 🛠️ Producer Manufacturing0.04%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq37.14%
- 🌍 Digital Currency29.9%
- 🇺🇸 NYSE23.69%
- 🇬🇧 LSE3.26%
- 🇮🇹 Borsa Italiana1.37%
- 🇫🇷 Euronext Paris1.22%
- 🇩🇪 FRA1.06%
- 🇳🇱 Euronext Amsterdam0.88%
- 🇭🇰 Hong Kong Exchanges0.63%
- 🇸🇪 Stockholm Stock Exchange0.07%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States39.88%
- 🇨🇳 China3.15%
- 🇺🇾 Uruguay2.27%
- 🇨🇦 Canada1.54%
- 🇬🇧 United Kingdom1.49%
- 🇫🇷 France1.22%
- 🇩🇪 Germany1.06%
- 🇳🇱 Netherlands1.01%
- 🇮🇹 Italy0.91%
- 🇧🇪 Belgium0.33%
- 🇮🇱 Israel0.14%
- 🇭🇰 Hong Kong0.09%
- 🇸🇪 Sweden0.07%
- 🇨🇭 Switzerland0.04%
- 🇰🇷 South Korea0.03%
Dividends
Dividend Yield
0.53%
52 out of 86 instruments pay dividend.
11 dividend payments in the next 30 days.
Highest Dividend: $SQQQ (12.03%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 ENGI.PA | 0.07% | 7.72% | $1.43 |
 ENEL.MI | 0.05% | 5.85% | $0.43 |
 STLAM.MI | 0.04% | 7.83% | $1.55 |
 BND | 0.03% | 3.75% | - |
 RL | 0.02% | 1.23% | $3.08 |
 GDXJ | 0.02% | 1.71% | - |
 B | 0.02% | 1.95% | $0.4 |
 AAPL | 0.02% | 0.5% | $0.97 |
 NKE | 0.02% | 2.5% | $1.45 |
 DAL | 0.02% | 1.18% | $0.3 |
 ULVR.L | 0.02% | 3.25% | $1.47 |
 VIPS | 0.02% | 3.14% | $0.41 |
 AMUN.PA | 0.01% | 5.72% | $4.1 |
 TXN | 0.01% | 2.8% | $5.14 |
 QQQ | 0.01% | 0.58% | - |
 XLV | 0.01% | 1.76% | - |
 GOOG | 0.01% | 0.46% | $0.2 |
 ORCL | 0.01% | 0.98% | $1.6 |
 EZJ.L | 0.01% | 2.08% | $0.05 |
 EBAY | 0.01% | 1.42% | $1.04 |
 COST | 0.01% | 0.47% | $19.22 |
 MA | 0.01% | 0.48% | $2.46 |
 GDX | 0.01% | 0.8% | - |
 VIG | 0.01% | 1.79% | - |
 DIS | 0.01% | 0.88% | $0.75 |
 XOP | 0.01% | 2.71% | - |
 JD.L | 0% | 1.24% | $0.01 |
 PLUS.L | 0% | 5.02% | $1.33 |
 EWZ | 0% | 7.39% | - |
 CRM | 0% | 0.59% | $0.4 |
 CALM | 0% | 6.9% | $1.87 |
 RUI.PA | 0% | 7.02% | $1.98 |
 0992.HK | 0% | 4.33% | $0.38 |
 BABA | 0% | 0.86% | $0.98 |
 META | 0% | 0.29% | $1 |
 EVO.ST | 0% | 4.69% | $31.03 |
 FDJU.PA | 0% | 6.45% | $1.78 |
 GM | 0% | 1.07% | $0.42 |
 NVDA | 0% | 0.03% | $0.02 |
 1585.HK | 0% | 1.79% | $0.48 |
 XBI | 0% | 0.17% | - |
 MCHI | 0% | 2.04% | - |
 MRVL | 0% | 0.35% | $0.24 |
 ATKR | 0% | 1.89% | $0.64 |
 GLEN.L | 0% | 2.6% | $0.1 |
 TECH | 0% | 0.66% | $0.32 |
 SW.PA | 0% | 4.65% | $3.1 |
 SMSN.L | 0% | 2.2% | $23.68 |
 9988.HK | 0% | 0.89% | $0.98 |
 SQQQ | 0% | 12.03% | - |
 ASML.NV | 0% | 0.96% | $6.1 |
 PUM.DE | 0% | 2.82% | $0.82 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
GOOG | Ex-Dividend | Jun 9, 2025 | $0.21 |
AMUN.PA | Ex-Dividend | Jun 10, 2025 | $4.39 |
NVDA | Ex-Dividend | Jun 11, 2025 | $0.01 |
9988.HK | Ex-Dividend | Jun 11, 2025 | $0.25 |
BABA | Ex-Dividend | Jun 12, 2025 | $0.95 |
AMUN.PA | Pay Day | Jun 12, 2025 | $4.39 |
EBAY | Pay Day | Jun 13, 2025 | $0.29 |
ULVR.L | Pay Day | Jun 13, 2025 | $0.52 |
GOOG | Pay Day | Jun 16, 2025 | $0.21 |
META | Ex-Dividend | Jun 16, 2025 | $0.52 |
B | Pay Day | Jun 16, 2025 | $0.10 |
RUI.PA | Ex-Dividend | Jun 17, 2025 | $2.30 |
CRM | Ex-Dividend | Jun 18, 2025 | $0.42 |
GM | Pay Day | Jun 19, 2025 | $0.15 |
RUI.PA | Pay Day | Jun 19, 2025 | $2.30 |
DIS | Ex-Dividend | Jun 24, 2025 | $0.50 |
META | Pay Day | Jun 26, 2025 | $0.52 |
RL | Ex-Dividend | Jun 27, 2025 | $0.91 |
NKE | Pay Day | Jul 1, 2025 | $0.40 |
NVDA | Pay Day | Jul 3, 2025 | $0.01 |
9988.HK | Pay Day | Jul 3, 2025 | $0.25 |
PLUS.L | Pay Day | Jul 9, 2025 | $0.40 |
BABA | Pay Day | Jul 10, 2025 | $0.95 |
CRM | Pay Day | Jul 10, 2025 | $0.42 |
RL | Pay Day | Jul 11, 2025 | $0.91 |
ENEL.MI | Ex-Dividend | Jul 21, 2025 | $0.28 |
DIS | Pay Day | Jul 23, 2025 | $0.50 |
ENEL.MI | Pay Day | Jul 23, 2025 | $0.28 |
0992.HK | Ex-Dividend | Jul 30, 2025 | $0.04 |
0992.HK | Pay Day | Aug 13, 2025 | $0.04 |
GLEN.L | Ex-Dividend | Aug 28, 2025 | $0.05 |
GLEN.L | Pay Day | Sep 19, 2025 | $0.05 |
EWZ | Pay Day | Dec 20, 2025 | $0.00 |
MCHI | Pay Day | Dec 20, 2025 | $0.00 |
GDX | Pay Day | Dec 24, 2025 | $0.40 |
GDXJ | Pay Day | Dec 24, 2025 | $0.00 |
Performance Metrics
Score 6.2/10
Beta
1.06
1.06
0
0.8
1.2
0
2
Sharpe Ratio
0.65
0.65
0
0.5
1
1.5
1.5
Sortino Ratio
1.06
1.06
0
1
2
3
3
Jensen's Alpha
4.72
4.72
-2
0
2
5
5
Omega Ratio
1.28
1.28
0
1
1.5
2.5
2.5
Treynor Ratio
1.24
1.24
0
0.75
1.25
2
2
Information Ratio
0.34
0.34
0
0.3
0.6
1
1
Calmar Ratio
0.39
0.39
0
0.3
0.6
1
1
Beta
1.06
1.06
0
0.8
1.2
0
2
Sharpe Ratio
0.65
0.65
0
0.5
1
1.5
1.5
Sortino Ratio
1.06
1.06
0
1
2
3
3
Jensen's Alpha
4.72
4.72
-2
0
2
5
5
Omega Ratio
1.28
1.28
0
1
1.5
2.5
2.5
Treynor Ratio
1.24
1.24
0
0.75
1.25
2
2
Information Ratio
0.34
0.34
0
0.3
0.6
1
1
Calmar Ratio
0.39
0.39
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
36.73
High:
TSLA
162.31TSLALow:
NET
-756.19NETDetails
PEG Ratio
86.37
High:
COST
618.2COSTLow:NET
-1,345.66NETDetails
Price/Book
16.9
High:
MA
80.5MALow:
HLF
-1.06HLFDetails
Price/Sales
8.51
High:NET
35.09NETLow:
03333.HK
0.0103333.HKDetails
Price/CF
26.56
High:NET
86.48NETLow:
CHGG
0.7CHGGDetails
Price/FCF
41.15
High:
TXN
4,155.74TXNLow:CHGG
1.65CHGGDetails
P/E Ratio
36.73
High:TSLA
162.31TSLALow:NET
-756.19NETDetails
PEG Ratio
86.37
High:COST
618.2COSTLow:NET
-1,345.66NETDetails
Price/Book
16.9
High:MA
80.5MALow:HLF
-1.06HLFDetails
Price/Sales
8.51
High:NET
35.09NETLow:03333.HK
0.0103333.HKDetails
Price/CF
26.56
High:NET
86.48NETLow:CHGG
0.7CHGGDetails
Price/FCF
41.15
High:TXN
4,155.74TXNLow:CHGG
1.65CHGGDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-42.45% | Nov 2021 | Mar 2024 | 28 |
-13.96% | Feb 2025 | - | 5 |
-13.31% | May 2021 | Oct 2021 | 5 |
-10.89% | Jan 2020 | May 2020 | 4 |
-6.75% | Apr 2024 | May 2024 | 1 |
-2.45% | Sep 2020 | Nov 2020 | 2 |
-2.14% | Jun 2024 | Sep 2024 | 3 |
-1.22% | Dec 2024 | Jan 2025 | 1 |