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+1.07%
This Month
+15.45%
Year To Date
+96.91%
2 Years
+112.15%
5 Years
+162.81%
10 Years
+18.02%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies31.16%
- 📊 ETFs15.86%
- 💻 Electronic Technology14.63%
- 🛍️ Retail Trade9.04%
- 🖥️ Technology Services9.04%
- 🚗 Consumer Durables3.61%
- 🍞 Consumer Non Durables3.58%
- 💇♀️ Consumer Services3.39%
- 🚚 Transportation2.86%
- 💰 Finance2.1%
- 💵 Cash1.6%
- ⚡ Utilities1.5%
- 🪨 Non Energy Minerals1.48%
- 🧬 Health Technology0.58%
- 💼 Commercial Services0.2%
- ⛏️ Energy Minerals0.07%
- 🧪 Process Industries0.03%
- 🛠️ Producer Manufacturing0.03%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq36.67%
- 🌍 Digital Currency31.16%
- 🇺🇸 NYSE24.1%
- 🇬🇧 LSE2.97%
- 🇮🇹 Borsa Italiana1.16%
- 🇫🇷 Euronext Paris0.91%
- 🇳🇱 Euronext Amsterdam0.87%
- 🇩🇪 FRA0.75%
- 🇭🇰 Hong Kong Exchanges0.46%
- 🇸🇪 Stockholm Stock Exchange0.09%
- 🇩🇰 Copenhagen Stock Exchange0.01%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States40.19%
- 🇨🇳 China2.88%
- 🇺🇾 Uruguay1.98%
- 🇨🇦 Canada1.69%
- 🇬🇧 United Kingdom1.32%
- 🇳🇱 Netherlands0.92%
- 🇫🇷 France0.91%
- 🇮🇹 Italy0.79%
- 🇩🇪 Germany0.75%
- 🇧🇪 Belgium0.31%
- 🇮🇱 Israel0.12%
- 🇭🇰 Hong Kong0.09%
- 🇸🇪 Sweden0.09%
- 🇧🇷 Brazil0.07%
- 🇩🇰 Denmark0.01%
- 🇨🇭 Switzerland0%
Dividends
Dividend Yield
0.49%
50 out of 84 instruments pay dividend.
7 dividend payments in the next 30 days.
Highest Dividend: $SQQQ (11.77%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 ENGI.PA | 0.06% | 8.4% | $1.43 |
 ENEL.MI | 0.05% | 5.99% | $0.43 |
 STLAM.MI | 0.03% | 8.77% | $1.55 |
 GDXJ | 0.02% | 1.65% | - |
 B | 0.02% | 1.63% | $0.4 |
 BND | 0.02% | 3.73% | - |
 RL | 0.02% | 1.08% | $3.08 |
 AAPL | 0.02% | 0.43% | $0.97 |
 DAL | 0.02% | 1.05% | $0.3 |
 NKE | 0.02% | 2.17% | $1.45 |
 ULVR.L | 0.02% | 3.2% | $1.47 |
 VIPS | 0.01% | 2.68% | $0.41 |
 TXN | 0.01% | 2.91% | $5.14 |
 AMUN.PA | 0.01% | 6.82% | $4.1 |
 QQQ | 0.01% | 0.51% | - |
 ORCL | 0.01% | 0.77% | $1.6 |
 XLV | 0.01% | 1.78% | - |
 GOOG | 0.01% | 0.35% | $0.2 |
 EBAY | 0.01% | 1.24% | $1.04 |
 EZJ.L | 0.01% | 2.59% | $0.05 |
 GDX | 0.01% | 0.77% | - |
 COST | 0.01% | 0.51% | $19.22 |
 PBR.A | 0.01% | 10.4% | $2.21 |
 MA | 0.01% | 0.5% | $2.46 |
 VIG | 0.01% | 1.72% | - |
 DIS | 0.01% | 0.85% | $0.75 |
 XOP | 0.01% | 2.56% | - |
 PLUS.L | 0% | 5.72% | $1.33 |
 JD.L | 0% | 1.07% | $0.01 |
 CRM | 0% | 0.65% | $0.4 |
 EVO.ST | 0% | 3.82% | $31.03 |
 BABA | 0% | 0.76% | $0.98 |
 0992.HK | 0% | 3.56% | $0.38 |
 META | 0% | 0.27% | $1 |
 GM | 0% | 0.93% | $0.42 |
 NVDA | 0% | 0.02% | $0.02 |
 CALM | 0% | 7.37% | $1.87 |
 EWZ | 0% | 5.59% | - |
 MCHI | 0% | 2.59% | - |
 MRVL | 0% | 0.38% | $0.24 |
 FDJU.PA | 0% | 7.35% | $1.78 |
 ASML.NV | 0% | 0.98% | $6.1 |
 1585.HK | 0% | 1.62% | $0.48 |
 ATKR | 0% | 2.21% | $0.64 |
 TECH | 0% | 0.59% | $0.32 |
 NOVO-B.CO | 0% | 3.33% | $9.4 |
 9988.HK | 0% | 0.78% | $0.98 |
 XBI | 0% | 0.04% | - |
 SQQQ | 0% | 11.77% | - |
 PUM.DE | 0% | 3.07% | $0.82 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
GOOG | Ex-Dividend | Sep 8, 2025 | $0.21 |
NVDA | Ex-Dividend | Sep 11, 2025 | $0.01 |
EBAY | Pay Day | Sep 12, 2025 | $0.29 |
ULVR.L | Pay Day | Sep 12, 2025 | $0.52 |
GOOG | Pay Day | Sep 15, 2025 | $0.21 |
B | Pay Day | Sep 15, 2025 | $0.15 |
GM | Pay Day | Sep 18, 2025 | $0.15 |
NKE | Pay Day | Oct 1, 2025 | $0.40 |
NVDA | Pay Day | Oct 2, 2025 | $0.01 |
PLUS.L | Pay Day | Nov 11, 2025 | $0.49 |
GDX | Pay Day | Dec 24, 2025 | $0.00 |
GDXJ | Pay Day | Dec 24, 2025 | $0.00 |
Performance Metrics
Score 6.3/10
Beta
1.06
1.06
0
0.8
1.2
0
2
Sharpe Ratio
0.71
0.71
0
0.5
1
1.5
1.5
Sortino Ratio
1.16
1.16
0
1
2
3
3
Jensen's Alpha
4.59
4.59
-2
0
2
5
5
Omega Ratio
1.29
1.29
0
1
1.5
2.5
2.5
Treynor Ratio
1.33
1.33
0
0.75
1.25
2
2
Information Ratio
0.34
0.34
0
0.3
0.6
1
1
Calmar Ratio
0.43
0.43
0
0.3
0.6
1
1
Beta
1.06
1.06
0
0.8
1.2
0
2
Sharpe Ratio
0.71
0.71
0
0.5
1
1.5
1.5
Sortino Ratio
1.16
1.16
0
1
2
3
3
Jensen's Alpha
4.59
4.59
-2
0
2
5
5
Omega Ratio
1.29
1.29
0
1
1.5
2.5
2.5
Treynor Ratio
1.33
1.33
0
0.75
1.25
2
2
Information Ratio
0.34
0.34
0
0.3
0.6
1
1
Calmar Ratio
0.43
0.43
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
40.2
High:
TSLA
196.04TSLALow:
NET
-620.32NETDetails
PEG Ratio
2,703.48
High:
AAPL
24,779.06AAPLLow:
MRVL
-565.89MRVLDetails
Price/Book
18.62
High:
MA
68.72MALow:
HLF
-1.58HLFDetails
Price/Sales
9.94
High:NET
38.78NETLow:
03333.HK
0.0103333.HKDetails
Price/CF
31.63
High:
ENGI.PA
216.75ENGI.PALow:
CHGG
1.67CHGGDetails
Price/FCF
53.69
High:
TXN
4,155.74TXNLow:
GLPG.NV
3.64GLPG.NVDetails
P/E Ratio
40.2
High:TSLA
196.04TSLALow:NET
-620.32NETDetails
PEG Ratio
2,703.48
High:AAPL
24,779.06AAPLLow:MRVL
-565.89MRVLDetails
Price/Book
18.62
High:MA
68.72MALow:HLF
-1.58HLFDetails
Price/Sales
9.94
High:NET
38.78NETLow:03333.HK
0.0103333.HKDetails
Price/CF
31.63
High:ENGI.PA
216.75ENGI.PALow:CHGG
1.67CHGGDetails
Price/FCF
53.69
High:TXN
4,155.74TXNLow:GLPG.NV
3.64GLPG.NVDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-42.45% | Nov 2021 | Mar 2024 | 28 |
-13.96% | Feb 2025 | Jun 2025 | 4 |
-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 |