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-2.15%
Today
-0.54%
This Month
-4.25%
Year To Date
+81.9%
2 Years
-87.84%
5 Years
-35.83%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- šŖ Cryptocurrencies44.66%
- š ETFs14.29%
- š» Electronic Technology12.9%
- š„ļø Technology Services7.62%
- š§¬ Health Technology5.93%
- š Consumer Non Durables4.91%
- šŖØ Non Energy Minerals2.61%
- š° Finance1.48%
- š Consumer Durables1.4%
- š§Ŗ Process Industries1.09%
- š¦ Distribution Services0.71%
- šļø Retail Trade0.61%
- š Transportation0.49%
- š¼ Commercial Services0.46%
- š” Communications0.44%
- š ļø Producer Manufacturing0.34%
- šµ Cash0.07%
Exchanges Breakdown
- Exchange
- Total
- š Digital Currency44.66%
- šŗšø NYSE25.3%
- šŗšø Nasdaq20.47%
- š©šŖ FRA4.52%
- š¬š§ LSE1.31%
- šØš SIX0.91%
- š«š· Euronext Paris0.87%
- šŗšø Chicago Board Options Exchange0.77%
- šŖšø Bolsa De Madrid0.46%
- š©š° Copenhagen Stock Exchange0.41%
- š¦šŗ Sydney0.25%
Countries Breakdown
- Country
- Total
- šŗšø United States23.96%
- š©šŖ Germany4.52%
- šÆšµ Japan1.73%
- šØš Switzerland1.71%
- š°š· South Korea1.31%
- š®š± Israel1.29%
- šØš¦ Canada1.22%
- š«š· France0.87%
- š«š® Finland0.64%
- šØš³ China0.61%
- š±šŗ Luxembourg0.46%
- š¬š§ United Kingdom0.44%
- š®š¹ Italy0.42%
- š³š± Netherlands0.41%
- š©š° Denmark0.41%
- š®šŖ Ireland0.36%
- š§š· Brazil0.35%
- š¦šŗ Australia0.25%
Dividends
Dividend Yield
0.91%
53 out of 92 instruments pay dividend.
10 dividend payments in the next 30 days.
Highest Dividend: $SDIV (11.1%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 INTC | 0.11% | 2.48% | $0.5 |
 NKE | 0.08% | 2.5% | $1.45 |
 SDIV | 0.04% | 11.1% | - |
 KRBN | 0.03% | 7.5% | - |
 KER.PA | 0.03% | 3.42% | $14 |
 SMSN.L | 0.03% | 2.13% | $23.68 |
 VALE | 0.03% | 7.83% | $1.33 |
 VWO | 0.03% | 3.13% | - |
 PFF | 0.02% | 6.64% | - |
 WHR | 0.02% | 8.6% | $7 |
 PFE | 0.02% | 7.35% | $1.66 |
 DIV | 0.02% | 5.88% | - |
 PGX | 0.02% | 6.2% | - |
 BMW.DE | 0.02% | 5.59% | $6 |
 BAER.ZU | 0.02% | 4.95% | $2.6 |
 VOD | 0.02% | 4.52% | $0.94 |
 EEM | 0.02% | 2.32% | - |
 COMT | 0.02% | 5.11% | - |
 BAS.DE | 0.02% | 5.36% | $3.4 |
 TKA.DE | 0.02% | 1.74% | $0.15 |
 ROG.ZU | 0.02% | 3.62% | $9.6 |
 P911.DE | 0.02% | 5.52% | $2.31 |
 BNDX | 0.02% | 4.23% | - |
 SPHD | 0.01% | 3.42% | - |
 TLT | 0.01% | 4.21% | - |
 SCHD | 0.01% | 4.03% | - |
 XLU | 0.01% | 2.89% | - |
 KO | 0.01% | 2.81% | $1.89 |
 JNJ | 0.01% | 3.28% | $4.81 |
 NOK | 0.01% | 1.9% | $0.1 |
 CSCO | 0.01% | 2.51% | $1.58 |
 BLK | 0.01% | 2.1% | $20.2 |
 LMT | 0.01% | 2.75% | $12.45 |
 IBM | 0.01% | 2.52% | $6.65 |
 BAYN.DE | 0.01% | 0.42% | $0.11 |
 MSFT | 0.01% | 0.69% | $3 |
 MCHI | 0.01% | 2.09% | - |
 MTS.MC | 0.01% | 1.81% | $0.44 |
 ACWI | 0.01% | 1.71% | - |
 ACN | 0.01% | 1.82% | $4.99 |
 SONY | 0.01% | 0.37% | $0.49 |
 ALB | 0.01% | 2.74% | $1.6 |
 BABA | 0.01% | 0.86% | $0.98 |
 VOX | 0% | 1.15% | - |
 XLC | 0% | 1.08% | - |
 LIT | 0% | 1.03% | - |
 ASML | 0% | 0.79% | $5.57 |
 V | 0% | 0.62% | $2.01 |
 INDA | 0% | 0.74% | - |
 RACE | 0% | 0.67% | $2.64 |
 AAPL | 0% | 0.5% | $0.97 |
 SMH | 0% | 0.51% | - |
 CIBR | 0% | 0.24% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
IBM | Pay Day | Jun 10, 2025 | $1.68 |
JNJ | Pay Day | Jun 10, 2025 | $1.30 |
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 |
ALB | Ex-Dividend | Jun 13, 2025 | $0.40 |
WHR | Pay Day | Jun 15, 2025 | $1.75 |
BLK | Pay Day | Jun 23, 2025 | $5.21 |
LMT | Pay Day | Jun 27, 2025 | $3.30 |
KO | Pay Day | Jul 1, 2025 | $0.51 |
NKE | Pay Day | Jul 1, 2025 | $0.40 |
ALB | Pay Day | Jul 1, 2025 | $0.40 |
CSCO | Ex-Dividend | Jul 3, 2025 | $0.41 |
BABA | Pay Day | Jul 10, 2025 | $0.95 |
CSCO | Pay Day | Jul 23, 2025 | $0.41 |
VOD | Pay Day | Aug 1, 2025 | $0.25 |
KRBN | Pay Day | Dec 18, 2025 | $2.08 |
COMT | Pay Day | Dec 20, 2025 | $0.00 |
EEM | Pay Day | Dec 20, 2025 | $0.73 |
ACWI | Pay Day | Dec 20, 2025 | $0.00 |
INDA | Pay Day | Dec 20, 2025 | $0.00 |
MCHI | Pay Day | Dec 20, 2025 | $0.00 |
SMH | Pay Day | Dec 24, 2025 | $1.07 |
Performance Metrics
Score 2/10
Beta
1.8
1.8
0
0.8
1.2
0
2
Sharpe Ratio
-0.42
-0.42
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.5
-0.5
-1
1
2
3
3
Jensen's Alpha
-36.78
-36.78
-37
0
2
4.5
4.5
Omega Ratio
0.52
0.52
0
1
1.5
2.5
2.5
Treynor Ratio
-1.11
-1.11
-2
0.75
1.25
2
2
Information Ratio
-0.7
-0.7
-1
0.3
0.6
1
1
Calmar Ratio
-0.36
-0.36
-1
0.3
0.6
1
1
Beta
1.8
1.8
0
0.8
1.2
0
2
Sharpe Ratio
-0.42
-0.42
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.5
-0.5
-1
1
2
3
3
Jensen's Alpha
-36.78
-36.78
-37
0
2
4.5
4.5
Omega Ratio
0.52
0.52
0
1
1.5
2.5
2.5
Treynor Ratio
-1.11
-1.11
-2
0.75
1.25
2
2
Information Ratio
-0.7
-0.7
-1
0.3
0.6
1
1
Calmar Ratio
-0.36
-0.36
-1
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
46.33
High:
WHR
605.33WHRLow:
CRWD
-659.17CRWDDetails
PEG Ratio
331.94
High:
KO
10,196.22KOLow:
BRN.ASX
-59.95BRN.ASXDetails
Price/Book
4.68
High:
AAPL
45.36AAPLLow:
TLRY
0.15TLRYDetails
Price/Sales
4.43
High:BRN.ASX
750.25BRN.ASXLow:
SANA
-SANADetails
Price/CF
16.51
High:KO
282.33KOLow:
VOD
1.64VODDetails
Price/FCF
37.59
High:
BAS.DE
656.13BAS.DELow:VOD
2.7VODDetails
P/E Ratio
46.33
High:WHR
605.33WHRLow:CRWD
-659.17CRWDDetails
PEG Ratio
331.94
High:KO
10,196.22KOLow:BRN.ASX
-59.95BRN.ASXDetails
Price/Book
4.68
High:AAPL
45.36AAPLLow:TLRY
0.15TLRYDetails
Price/Sales
4.43
High:BRN.ASX
750.25BRN.ASXLow:SANA
-SANADetails
Price/CF
16.51
High:KO
282.33KOLow:VOD
1.64VODDetails
Price/FCF
37.59
High:BAS.DE
656.13BAS.DELow:VOD
2.7VODDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-96.9% | May 2021 | - | 50 |
-3.17% | Sep 2020 | Nov 2020 | 2 |
-2.68% | Jan 2021 | Mar 2021 | 2 |