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-1.08%
This Month
+12.56%
Year To Date
+91.59%
2 Years
+25.41%
5 Years
+25.41%
10 Years
+5.82%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies36.82%
- 🛍️ Retail Trade8.1%
- 💻 Electronic Technology7.86%
- 💵 Cash7%
- 🖥️ Technology Services6.03%
- 🍞 Consumer Non Durables5.2%
- 💇♀️ Consumer Services5.13%
- 🧬 Health Technology5.11%
- 💰 Finance4.1%
- 🧪 Process Industries4.08%
- 🚗 Consumer Durables3.61%
- 📡 Communications1.95%
- 💼 Commercial Services1.61%
- 🛠️ Producer Manufacturing1.18%
- 🏥 Health Services0.64%
- ⛏️ Energy Minerals0.57%
- ⚡ Utilities0.52%
- 📊 ETFs0.39%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency36.82%
- 🇺🇸 NYSE27.03%
- 🇺🇸 Nasdaq25.53%
- 🇩🇪 FRA2.62%
- 🇭🇰 Hong Kong Exchanges0.82%
- 🇨🇭 SIX0.09%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States40.6%
- 🇨🇳 China9.26%
- 🇩🇪 Germany2.62%
- 🇨🇦 Canada2.42%
- 🇮🇪 Ireland0.7%
- 🇨🇭 Switzerland0.09%
Dividends
Dividend Yield
0.68%
35 out of 84 instruments pay dividend.
15 dividend payments in the next 30 days.
Highest Dividend: $ARR (18.28%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 DOW | 0.17% | 10.06% | $2.8 |
 ARR | 0.07% | 18.28% | $3.84 |
 PEP | 0.06% | 3.81% | $5.15 |
 AGNC | 0.04% | 13.97% | $1.44 |
 NKE | 0.04% | 2.17% | $1.45 |
 JNJ | 0.04% | 2.86% | $4.81 |
 PAH3.DE | 0.04% | 5.31% | $2.56 |
 BABA | 0.03% | 0.76% | $0.98 |
 MCD | 0.02% | 2.26% | $6.53 |
 MRK | 0.02% | 3.86% | $3.04 |
 BAS.DE | 0.02% | 5.12% | $3.4 |
 CAT | 0.02% | 1.36% | $5.31 |
 SBUX | 0.02% | 2.86% | $2.24 |
 HD | 0.01% | 2.19% | $8.52 |
 DIS | 0.01% | 0.85% | $0.75 |
 2628.HK | 0.01% | 3.16% | $0.47 |
 TRV | 0.01% | 1.56% | $4.05 |
 AWK | 0.01% | 2.23% | $2.89 |
 TMUS | 0.01% | 1.4% | $1.95 |
 REMX | 0.01% | 2.45% | - |
 JD.US | 0.01% | 3.14% | $0.74 |
 AAPL | 0.01% | 0.43% | $0.97 |
 QCOM | 0.01% | 2.18% | $3.25 |
 HON | 0.01% | 2.11% | $4.27 |
 TME | 0.01% | 0.71% | $0.12 |
 META | 0% | 0.27% | $1 |
 MSFT | 0% | 0.67% | $3 |
 BAYN.DE | 0% | 0.39% | $0.11 |
 MA | 0% | 0.5% | $2.46 |
 ROG.ZU | 0% | 3.54% | $9.6 |
 NESN.ZU | 0% | 4.04% | $3 |
 OXY | 0% | 2.07% | $0.8 |
 NVDA | 0% | 0.02% | $0.02 |
 GS | -0.01% | -1.76% | $-11 |
 CVX | -0.02% | -4.4% | $-6.28 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
JNJ | Pay Day | Sep 9, 2025 | $1.30 |
CVX | Pay Day | Sep 10, 2025 | -$1.71 |
TRV | Ex-Dividend | Sep 10, 2025 | $1.10 |
AGNC | Pay Day | Sep 10, 2025 | $0.12 |
OXY | Ex-Dividend | Sep 10, 2025 | $0.24 |
MSFT | Pay Day | Sep 11, 2025 | $0.83 |
NVDA | Ex-Dividend | Sep 11, 2025 | $0.01 |
TMUS | Pay Day | Sep 11, 2025 | $0.88 |
DOW | Pay Day | Sep 12, 2025 | $0.35 |
MRK | Ex-Dividend | Sep 15, 2025 | $0.81 |
ARR | Ex-Dividend | Sep 15, 2025 | $0.24 |
MCD | Pay Day | Sep 16, 2025 | $1.77 |
HD | Pay Day | Sep 18, 2025 | $2.30 |
QCOM | Pay Day | Sep 25, 2025 | $0.89 |
GS | Pay Day | Sep 29, 2025 | -$4.00 |
ARR | Pay Day | Sep 29, 2025 | $0.24 |
TRV | Pay Day | Sep 30, 2025 | $1.10 |
PEP | Pay Day | Sep 30, 2025 | $1.42 |
NKE | Pay Day | Oct 1, 2025 | $0.40 |
NVDA | Pay Day | Oct 2, 2025 | $0.01 |
MRK | Pay Day | Oct 7, 2025 | $0.81 |
2628.HK | Ex-Dividend | Oct 9, 2025 | $0.03 |
OXY | Pay Day | Oct 15, 2025 | $0.24 |
2628.HK | Pay Day | Nov 18, 2025 | $0.03 |
REMX | Pay Day | Dec 24, 2025 | $0.00 |
Performance Metrics
Score 2.9/10
Beta
1.56
1.56
0
0.8
1.2
0
2
Sharpe Ratio
0.23
0.23
0
0.5
1
1.5
1.5
Sortino Ratio
0.37
0.37
0
1
2
3
3
Jensen's Alpha
-7.53
-7.53
-8
0
2
4.5
4.5
Omega Ratio
0.95
0.95
0
1
1.5
2.5
2.5
Treynor Ratio
0.46
0.46
0
0.75
1.25
2
2
Information Ratio
-0.07
-0.07
-1
0.3
0.6
1
1
Calmar Ratio
0.09
0.09
0
0.3
0.6
1
1
Beta
1.56
1.56
0
0.8
1.2
0
2
Sharpe Ratio
0.23
0.23
0
0.5
1
1.5
1.5
Sortino Ratio
0.37
0.37
0
1
2
3
3
Jensen's Alpha
-7.53
-7.53
-8
0
2
4.5
4.5
Omega Ratio
0.95
0.95
0
1
1.5
2.5
2.5
Treynor Ratio
0.46
0.46
0
0.75
1.25
2
2
Information Ratio
-0.07
-0.07
-1
0.3
0.6
1
1
Calmar Ratio
0.09
0.09
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
36.65
High:
PLTR
518.91PLTRLow:
CRWD
-344.69CRWDDetails
PEG Ratio
1,277.11
High:
AAPL
24,779.06AAPLLow:
ARR
-72.65ARRDetails
Price/Book
11.08
High:
OCGN
98.56OCGNLow:
MCD
-81.96MCDDetails
Price/Sales
6.37
High:PLTR
116.31PLTRLow:
JD.US
0.26JD.USDetails
Price/CF
24.76
High:
UA
1,391.74UALow:
2628.HK
0.772628.HKDetails
Price/FCF
50.94
High:
PEP
5,253.35PEPLow:2628.HK
0.832628.HKDetails
P/E Ratio
36.65
High:PLTR
518.91PLTRLow:CRWD
-344.69CRWDDetails
PEG Ratio
1,277.11
High:AAPL
24,779.06AAPLLow:ARR
-72.65ARRDetails
Price/Book
11.08
High:OCGN
98.56OCGNLow:MCD
-81.96MCDDetails
Price/Sales
6.37
High:PLTR
116.31PLTRLow:JD.US
0.26JD.USDetails
Price/CF
24.76
High:UA
1,391.74UALow:2628.HK
0.772628.HKDetails
Price/FCF
50.94
High:PEP
5,253.35PEPLow:2628.HK
0.832628.HKDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-57.2% | Nov 2021 | Jul 2025 | 44 |
-24.09% | May 2021 | Oct 2021 | 5 |
-1.08% | Sep 2025 | - | 1 |