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-0.89%
Today
+0.48%
This Month
+10.76%
Year To Date
+64.22%
2 Years
+90.92%
5 Years
-65.17%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- ๐ฐ Finance22.35%
- ๐ฅ๏ธ Technology Services20.66%
- ๐ ETFs17.35%
- ๐๏ธ Retail Trade8.82%
- ๐ป Electronic Technology8.45%
- ๐ Consumer Non Durables4.95%
- ๐ช Cryptocurrencies4.93%
- ๐โโ๏ธ Consumer Services4.01%
- ๐ต Cash2.97%
- ๐ Transportation2.17%
- ๐ Consumer Durables1.62%
- ๐ผ Commercial Services1.19%
- ๐ก Communications0.82%
- ๐งฌ Health Technology0.28%
- ๐งช Process Industries0.07%
- ๐ฅ Health Services0.02%
Exchanges Breakdown
- Exchange
- Total
- ๐บ๐ธ NYSE51.95%
- ๐บ๐ธ Nasdaq33.32%
- ๐ Digital Currency4.93%
- ๐ญ๐ฐ Hong Kong Exchanges3.92%
- ๐ซ๐ท Euronext Paris1.2%
- ๐ฌ๐ง LSE0.99%
- ๐ฉ๐ช FRA0.71%
- ๐บ๐ธ Chicago Board Options Exchange0.66%
Countries Breakdown
- Country
- Total
- ๐บ๐ธ United States57%
- ๐จ๐ณ China8.21%
- ๐ฑ๐บ Luxembourg2.67%
- ๐ฎ๐ช Ireland2.3%
- ๐ญ๐ฐ Hong Kong1.92%
- ๐ธ๐ฌ Singapore1.24%
- ๐ซ๐ท France1.2%
- ๐ฉ๐ช Germany0.79%
- ๐จ๐ฆ Canada0.07%
- ๐ฌ๐ง United Kingdom0%
Dividends
Dividend Yield
0.84%
36 out of 67 instruments pay dividend.
11 dividend payments in the next 30 days.
Highest Dividend: $PFE (7.35%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 SPY | 0.12% | 1.29% | - |
 JPM | 0.06% | 2.02% | $4.4 |
 MS | 0.06% | 2.84% | $3.4 |
 GS | 0.04% | 1.98% | $11 |
 MCD | 0.04% | 2.27% | $6.53 |
 MO | 0.04% | 6.92% | $3.92 |
 BLK | 0.04% | 2.1% | $20.2 |
 VFH | 0.03% | 1.87% | - |
 KO | 0.03% | 2.81% | $1.89 |
 T | 0.03% | 4.03% | $1.11 |
 MC.PA | 0.03% | 2.76% | $13 |
 BABA | 0.02% | 0.86% | $0.98 |
 JD.US | 0.02% | 2.95% | $0.74 |
 UDVD.L | 0.02% | 2.17% | - |
 PFE | 0.02% | 7.35% | $1.66 |
 ACN | 0.02% | 1.82% | $4.99 |
 VOO | 0.02% | 1.37% | - |
 XLF | 0.02% | 1.46% | - |
 MSFT | 0.02% | 0.69% | $3 |
 0700.HK | 0.01% | 0.88% | $3.4 |
 BX | 0.01% | 2.93% | $3.36 |
 PG | 0.01% | 2.51% | $3.83 |
 C | 0.01% | 2.91% | $2.12 |
 ORCL | 0.01% | 1% | $1.6 |
 KRE | 0.01% | 2.89% | - |
 NKE | 0.01% | 2.5% | $1.45 |
 GOOG | 0.01% | 0.47% | $0.2 |
 SPGI | 0.01% | 0.73% | $3.62 |
 DIS | 0.01% | 0.88% | $0.75 |
 META | 0.01% | 0.3% | $1 |
 QQQ | 0.01% | 0.63% | - |
 KKR | 0.01% | 0.59% | $0.67 |
 ADS.DE | 0.01% | 0.94% | $0.7 |
 KER.PA | 0% | 3.42% | $14 |
 IWF | 0% | 0.49% | - |
 NVDA | 0% | 0.03% | $0.02 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
GOOG | Ex-Dividend | Jun 9, 2025 | $0.21 |
NVDA | Ex-Dividend | Jun 11, 2025 | $0.01 |
SPGI | Pay Day | Jun 11, 2025 | $0.96 |
MSFT | Pay Day | Jun 12, 2025 | $0.83 |
BABA | Ex-Dividend | Jun 12, 2025 | $0.95 |
KO | Ex-Dividend | Jun 13, 2025 | $0.51 |
PFE | Pay Day | Jun 13, 2025 | $0.43 |
GOOG | Pay Day | Jun 16, 2025 | $0.21 |
META | Ex-Dividend | Jun 16, 2025 | $0.52 |
MCD | Pay Day | Jun 16, 2025 | $1.77 |
MO | Ex-Dividend | Jun 16, 2025 | $1.02 |
BLK | Pay Day | Jun 23, 2025 | $5.21 |
DIS | Ex-Dividend | Jun 24, 2025 | $0.50 |
META | Pay Day | Jun 26, 2025 | $0.52 |
GS | Pay Day | Jun 27, 2025 | $3.00 |
KO | Pay Day | Jul 1, 2025 | $0.51 |
NKE | Pay Day | Jul 1, 2025 | $0.40 |
JPM | Ex-Dividend | Jul 3, 2025 | $1.40 |
NVDA | Pay Day | Jul 3, 2025 | $0.01 |
BABA | Pay Day | Jul 10, 2025 | $0.95 |
MO | Pay Day | Jul 10, 2025 | $1.02 |
DIS | Pay Day | Jul 23, 2025 | $0.50 |
JPM | Pay Day | Jul 31, 2025 | $1.40 |
Performance Metrics
Score 2.5/10
Beta
1.06
1.06
0
0.8
1.2
0
2
Sharpe Ratio
0.02
0.02
0
0.5
1
1.5
1.5
Sortino Ratio
0.02
0.02
0
1
2
3
3
Jensen's Alpha
-9.58
-9.58
-10
0
2
4.5
4.5
Omega Ratio
0.69
0.69
0
1
1.5
2.5
2.5
Treynor Ratio
0.07
0.07
0
0.75
1.25
2
2
Information Ratio
-0.24
-0.24
-1
0.3
0.6
1
1
Calmar Ratio
-1
-1
-1
0.3
0.6
1
1
Beta
1.06
1.06
0
0.8
1.2
0
2
Sharpe Ratio
0.02
0.02
0
0.5
1
1.5
1.5
Sortino Ratio
0.02
0.02
0
1
2
3
3
Jensen's Alpha
-9.58
-9.58
-10
0
2
4.5
4.5
Omega Ratio
0.69
0.69
0
1
1.5
2.5
2.5
Treynor Ratio
0.07
0.07
0
0.75
1.25
2
2
Information Ratio
-0.24
-0.24
-1
0.3
0.6
1
1
Calmar Ratio
-1
-1
-1
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
27.7
High:
GRAB
896.43GRABLow:
SNOW
-49.82SNOWDetails
PEG Ratio
321.46
High:
KO
10,196.22KOLow:
LMND
-394.86LMNDDetails
Price/Book
5.98
High:
PLTR
56.56PLTRLow:
NIO
-144.34NIODetails
Price/Sales
6.28
High:PLTR
106.55PLTRLow:
FTCHQ
-FTCHQDetails
Price/CF
23.65
High:
TTWO
18,296.3TTWOLow:
GS
3.2GSDetails
Price/FCF
42.29
High:FTCHQ
562.53FTCHQLow:GS
3.63GSDetails
P/E Ratio
27.7
High:GRAB
896.43GRABLow:SNOW
-49.82SNOWDetails
PEG Ratio
321.46
High:KO
10,196.22KOLow:LMND
-394.86LMNDDetails
Price/Book
5.98
High:PLTR
56.56PLTRLow:NIO
-144.34NIODetails
Price/Sales
6.28
High:PLTR
106.55PLTRLow:FTCHQ
-FTCHQDetails
Price/CF
23.65
High:TTWO
18,296.3TTWOLow:GS
3.2GSDetails
Price/FCF
42.29
High:FTCHQ
562.53FTCHQLow:GS
3.63GSDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
NaN% | Jul 2017 | - | 96 |