Loading...
+0.44%
Today
+0.34%
This Month
-5.6%
Year To Date
+10.98%
2 Years
+170.34%
5 Years
-42.56%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash53.19%
- 🪙 Cryptocurrencies30.59%
- 📊 ETFs8.46%
- 💰 Finance3.63%
- 📈 Indexes3.37%
- 🌾 Commodities3.04%
- 💻 Electronic Technology2.59%
- 💹 Forex2.5%
- 🏥 Health Services1.05%
- 🖥️ Technology Services0.88%
- 🛠️ Producer Manufacturing0.82%
- 🏭 Industrial Services0.8%
- 🍞 Consumer Non Durables0.78%
- 🛍️ Retail Trade0.56%
- 🧪 Process Industries0.54%
- 🚗 Consumer Durables0.41%
- 💼 Commercial Services0.29%
- ⚡ Utilities0.28%
- 🧬 Health Technology0.2%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency30.59%
- 🇺🇸 NYSE13.38%
- 🇺🇸 Nasdaq4.65%
- 🌍 CFD3.37%
- 🌍 Commodity3.04%
- 🌍 FX2.5%
- 🇺🇸 Chicago Board Options Exchange1.82%
- 🇮🇹 Borsa Italiana1.13%
- 🇳🇱 Euronext Amsterdam0.3%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States9.77%
- 🇮🇹 Italy1.13%
- 🇯🇵 Japan1.09%
- 🇬🇧 United Kingdom0.54%
- 🇳🇱 Netherlands0.3%
Dividends
Dividend Yield
0.2%
15 out of 51 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $AGN.NV (6.48%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 EWJ | 0.04% | 2.29% | - |
 AMCR | 0.03% | 5.38% | $0.5 |
 AGN.NV | 0.02% | 6.48% | $0.3 |
 SMFG | 0.02% | 2.44% | $0.29 |
 INTC | 0.01% | 2.64% | $0.5 |
 MUFG | 0.01% | 2.97% | $0.23 |
 LHX | 0.01% | 2.14% | $4.6 |
 PAYX | 0.01% | 2.71% | $3.65 |
 DUK | 0.01% | 3.42% | $4.1 |
 CAT | 0.01% | 1.92% | $5.31 |
 CPR.MI | 0.01% | 1.16% | $0.07 |
 MMM | 0.01% | 2.17% | $5.21 |
 AAPL | 0% | 0.51% | $0.97 |
 RSG | 0% | 0.94% | $2.14 |
 DRS | 0% | 0.25% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
CAT | Ex-Dividend | Apr 21, 2025 | $1.41 |
CPR.MI | Ex-Dividend | Apr 22, 2025 | $0.07 |
CPR.MI | Pay Day | Apr 24, 2025 | $0.07 |
 SPM.MI | Ex-Dividend | May 19, 2025 | $0.19 |
CAT | Pay Day | May 20, 2025 | $1.41 |
SPM.MI | Pay Day | May 21, 2025 | $0.19 |
LHX | Ex-Dividend | Jun 3, 2025 | $1.20 |
AGN.NV | Ex-Dividend | Jun 16, 2025 | $0.20 |
EWJ | Pay Day | Jun 17, 2025 | $0.51 |
LHX | Pay Day | Jun 18, 2025 | $1.20 |
AGN.NV | Pay Day | Jul 7, 2025 | $0.20 |
Performance Metrics
Score 2.3/10
Beta
1.31
1.31
0
0.8
1.2
0
2
Sharpe Ratio
-0.3
-0.3
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.38
-0.38
-1
1
2
3
3
Jensen's Alpha
-27.68
-27.68
-28
0
2
4.5
4.5
Omega Ratio
0.6
0.6
0
1
1.5
2.5
2.5
Treynor Ratio
-1.25
-1.25
-2
0.75
1.25
2
2
Information Ratio
-0.46
-0.46
-1
0.3
0.6
1
1
Calmar Ratio
-0.42
-0.42
-1
0.3
0.6
1
1
Beta
1.31
1.31
0
0.8
1.2
0
2
Sharpe Ratio
-0.3
-0.3
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.38
-0.38
-1
1
2
3
3
Jensen's Alpha
-27.68
-27.68
-28
0
2
4.5
4.5
Omega Ratio
0.6
0.6
0
1
1.5
2.5
2.5
Treynor Ratio
-1.25
-1.25
-2
0.75
1.25
2
2
Information Ratio
-0.46
-0.46
-1
0.3
0.6
1
1
Calmar Ratio
-0.42
-0.42
-1
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
21.47
High:
PLTR
495.93PLTRLow:
INTC
-4.33INTCDetails
PEG Ratio
112.7
High:PLTR
441.28PLTRLow:
BNGO
-0.05BNGODetails
Price/Book
3.71
High:
DVA
93.11DVALow:
CRWV
-43.86CRWVDetails
Price/Sales
3.9
High:PLTR
82.74PLTRLow:BNGO
0.25BNGODetails
Price/CF
29.7
High:PLTR
165.72PLTRLow:
SPM.MI
5.29SPM.MIDetails
Price/FCF
61.19
High:
TSLA
396.62TSLALow:SPM.MI
7.63SPM.MIDetails
P/E Ratio
21.47
High:PLTR
495.93PLTRLow:INTC
-4.33INTCDetails
PEG Ratio
112.7
High:PLTR
441.28PLTRLow:BNGO
-0.05BNGODetails
Price/Book
3.71
High:DVA
93.11DVALow:CRWV
-43.86CRWVDetails
Price/Sales
3.9
High:PLTR
82.74PLTRLow:BNGO
0.25BNGODetails
Price/CF
29.7
High:PLTR
165.72PLTRLow:SPM.MI
5.29SPM.MIDetails
Price/FCF
61.19
High:TSLA
396.62TSLALow:SPM.MI
7.63SPM.MIDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-99.87% | Jun 2014 | - | 131 |