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-2.32%
This Month
-13.23%
Year To Date
+7.85%
2 Years
+45.29%
5 Years
+940.59%
10 Years
+19.48%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies33.78%
- 📊 ETFs13.33%
- 🖥️ Technology Services12.34%
- 💻 Electronic Technology7.76%
- 🛍️ Retail Trade7.35%
- 💰 Finance3.88%
- 🍞 Consumer Non Durables3.39%
- 💵 Cash3.21%
- 💇♀️ Consumer Services2.82%
- 🚗 Consumer Durables2.78%
- 🛠️ Producer Manufacturing2.16%
- 💼 Commercial Services1.84%
- 🧬 Health Technology1.47%
- 🚚 Transportation0.94%
- 📦 Distribution Services0.89%
- 🏭 Industrial Services0.43%
- ⛏️ Energy Minerals0.35%
- 📡 Communications0.35%
- 🧩 Miscellaneous0.25%
- 🪨 Non Energy Minerals0.24%
- ⚡ Utilities0.18%
- 🧪 Process Industries0.16%
- ❓ Other0%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency33.78%
- 🇺🇸 Nasdaq28.69%
- 🇺🇸 NYSE27.03%
- 🇬🇧 LSE2.08%
- 🇳🇱 Euronext Amsterdam1.2%
- 🇫🇷 Euronext Paris0.89%
- 🇩🇪 FRA0.79%
- 🇭🇰 Hong Kong Exchanges0.65%
- 🇪🇸 Bolsa De Madrid0.56%
- 🇺🇸 Chicago Board Options Exchange0.42%
- 🇩🇪 Xetra ETFs0.36%
- 🇸🇦 Tadawul0.14%
- 🇦🇺 Sydney0.14%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States31.84%
- 🇺🇾 Uruguay4.85%
- 🇳🇱 Netherlands2.2%
- 🇬🇧 United Kingdom1.86%
- 🇯🇵 Japan1.46%
- 🇨🇳 China1.27%
- 🇹🇼 Taiwan1.03%
- 🇮🇱 Israel0.9%
- 🇫🇷 France0.89%
- 🇩🇪 Germany0.79%
- 🇵🇪 Peru0.68%
- 🇨🇦 Canada0.57%
- 🇪🇸 Spain0.56%
- 🇧🇷 Brazil0.21%
- 🇸🇦 Saudi Arabia0.14%
- 🇦🇺 Australia0.14%
- 🇩🇰 Denmark0.1%
Dividends
Dividend Yield
0.53%
61 out of 183 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $AGNC (13.13%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 PFE | 0.08% | 6.48% | $1.66 |
 TM | 0.02% | 2.42% | $4.64 |
 MC.PA | 0.02% | 2.56% | $13 |
 AGNC | 0.02% | 13.13% | $1.44 |
 MSFT | 0.02% | 0.86% | $3 |
 NKE | 0.02% | 2.75% | $1.45 |
 INPP.L | 0.02% | 6.5% | $0.07 |
 SUN | 0.02% | 5.8% | $3.4 |
 PBR.A | 0.02% | 7.19% | $2.21 |
 BAP | 0.02% | 3.2% | $9.27 |
 KO | 0.01% | 2.64% | $1.89 |
 POOL | 0.01% | 2.27% | $4.5 |
 O | 0.01% | 4.92% | $3.09 |
 HAS | 0.01% | 2.91% | $2.8 |
 EMG.L | 0.01% | 4.73% | $0.13 |
 ORCL | 0.01% | 1.31% | $1.6 |
 MCD | 0.01% | 2.2% | $6.53 |
 SBUX | 0.01% | 2.55% | $2.24 |
 DPZ | 0.01% | 1.78% | $5.44 |
 LHA.DE | 0.01% | 3.64% | $0.3 |
 ENR | 0.01% | 6.31% | $1.2 |
 BYG.L | 0.01% | 4.84% | $0.45 |
 GAW.L | 0.01% | 2.8% | $5.5 |
 CTY.L | 0.01% | 3.82% | $0.19 |
 TSM | 0.01% | 0.78% | $1.74 |
 PII | 0.01% | 4.8% | $2.62 |
 NLY | 0.01% | 12.2% | $2.6 |
 ADS.DE | 0.01% | 1.36% | $0.7 |
 SAN.MC | 0.01% | 1.94% | $0.14 |
 EPD | 0.01% | 5.85% | $2.03 |
 DUK | 0.01% | 3.23% | $4.1 |
 ASML | 0.01% | 0.54% | $5.57 |
 T | 0% | 3.87% | $1.11 |
 ASM.NV | 0% | 0.41% | $2.75 |
 WM | 0% | 1.4% | $2.9 |
 AMS.MC | 0% | 2.16% | $1 |
 IFS | 0% | 2.14% | $1 |
 STAG | 0% | 3.81% | $1.47 |
 BABA | 0% | 0.79% | $0.98 |
 PYPL | 0% | 0.6% | - |
 DMP.ASX | 0% | 2.61% | $0.98 |
 CVS | 0% | 3.32% | $2.54 |
 GOOG | 0% | 0.28% | $0.2 |
 NVO | 0% | 3.45% | $0.98 |
 LUV | 0% | 1.54% | $0.72 |
 AVGO | 0% | 0.71% | $19.7 |
 LRCX | 0% | 0.46% | $8 |
 META | 0% | 0.32% | $1 |
 DIS | 0% | 1.46% | $0.75 |
 9988.HK | 0% | 0.81% | $0.98 |
 CRM | 0% | 0.87% | $0.4 |
 CSX | 0% | 1.26% | $0.46 |
 JD.L | 0% | 1.29% | $0.01 |
 NTDOY | 0% | 0.99% | $0.24 |
 WMT | 0% | 0.78% | $0.81 |
 WDC | 0% | 0.17% | - |
 GOOGL | 0% | 0.28% | $0.2 |
 SONY | 0% | 0.48% | $0.49 |
 MU | 0% | 0.11% | $0.46 |
 GBTC | 0% | 0.19% | $0.11 |
 NVDA | 0% | 0.02% | $0.02 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 6.4/10
Beta
1.86
1.86
0
0.8
1.2
0
2
Sharpe Ratio
0.66
0.66
0
0.5
1
1.5
1.5
Sortino Ratio
1.36
1.36
0
1
2
3
3
Jensen's Alpha
12.85
12.85
-2
0
2
13
13
Omega Ratio
1.56
1.56
0
1
1.5
2.5
2.5
Treynor Ratio
1.49
1.49
0
0.75
1.25
2
2
Information Ratio
0.5
0.5
0
0.3
0.6
1
1
Calmar Ratio
0.41
0.41
0
0.3
0.6
1
1
Beta
1.86
1.86
0
0.8
1.2
0
2
Sharpe Ratio
0.66
0.66
0
0.5
1
1.5
1.5
Sortino Ratio
1.36
1.36
0
1
2
3
3
Jensen's Alpha
12.85
12.85
-2
0
2
13
13
Omega Ratio
1.56
1.56
0
1
1.5
2.5
2.5
Treynor Ratio
1.49
1.49
0
0.75
1.25
2
2
Information Ratio
0.5
0.5
0
0.3
0.6
1
1
Calmar Ratio
0.41
0.41
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
28.86
High:
TWLO
624TWLOLow:
PRCH
-189.17PRCHDetails
PEG Ratio
236.02
High:
CMG
1,342.9CMGLow:
KVYO
-506.83KVYODetails
Price/Book
6.72
High:
RBLX
121.03RBLXLow:MCD
-131.7MCDDetails
Price/Sales
6.65
High:
DJT
822.82DJTLow:
OKLO
-OKLODetails
Price/CF
21.87
High:
MSTR
7,511.07MSTRLow:LHA.DE
2.14LHA.DEDetails
Price/FCF
55.58
High:
CRON
6,729.01CRONLow:
ZD
4.8ZDDetails
P/E Ratio
28.86
High:TWLO
624TWLOLow:PRCH
-189.17PRCHDetails
PEG Ratio
236.02
High:CMG
1,342.9CMGLow:KVYO
-506.83KVYODetails
Price/Book
6.72
High:RBLX
121.03RBLXLow:MCD
-131.7MCDDetails
Price/Sales
6.65
High:DJT
822.82DJTLow:OKLO
-OKLODetails
Price/CF
21.87
High:MSTR
7,511.07MSTRLow:LHA.DE
2.14LHA.DEDetails
Price/FCF
55.58
High:CRON
6,729.01CRONLow:ZD
4.8ZDDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-64.98% | Feb 2018 | Jan 2021 | 35 |
-60.82% | Dec 2021 | Nov 2024 | 35 |
-43.3% | Jan 2013 | Jul 2015 | 30 |
-28.31% | Oct 2025 | - | 6 |
-19.83% | Feb 2025 | Jul 2025 | 5 |
-16.23% | May 2021 | Aug 2021 | 3 |
-12.12% | Nov 2015 | Jul 2016 | 8 |
-11.1% | Sep 2021 | Oct 2021 | 1 |
-10.44% | Nov 2016 | Feb 2017 | 3 |
-9.24% | Jun 2017 | Aug 2017 | 2 |
-6.08% | Sep 2017 | Oct 2017 | 1 |
-4.97% | Dec 2024 | Jan 2025 | 1 |