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+1.11%
This Month
+14.1%
Year To Date
+65.7%
2 Years
+39.75%
5 Years
+39.75%
10 Years
+8.19%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services24.76%
- 💻 Electronic Technology17.12%
- 🛍️ Retail Trade14.09%
- 🪙 Cryptocurrencies11.49%
- 🚗 Consumer Durables8.06%
- 💇♀️ Consumer Services4.83%
- 📊 ETFs3.71%
- 💵 Cash3.2%
- 💰 Finance2.2%
- 💼 Commercial Services2.04%
- 🧬 Health Technology2%
- 🛠️ Producer Manufacturing1.82%
- 🏥 Health Services1.7%
- 🚚 Transportation1.45%
- 🍞 Consumer Non Durables0.74%
- 📦 Distribution Services0.15%
- 🧪 Process Industries0.01%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq57.13%
- 🇺🇸 NYSE24.36%
- 🌍 Digital Currency11.49%
- 🇬🇧 LSE1.98%
- 🇭🇰 Hong Kong Exchanges1.17%
- 🇳🇴 Oslo Stock Exchange0.02%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States63.64%
- 🇺🇾 Uruguay5.79%
- 🇸🇬 Singapore3.33%
- 🇮🇹 Italy2.44%
- 🇰🇷 South Korea1.98%
- 🇨🇳 China1.46%
- 🇨🇦 Canada1.07%
- 🇯🇵 Japan1.01%
- 🇮🇱 Israel0.21%
- 🇳🇴 Norway0.02%
Dividends
Dividend Yield
0.48%
25 out of 79 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $PFE (6.5%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 F | 0.06% | 5.51% | $0.78 |
 PFE | 0.06% | 6.5% | $1.66 |
 MCD | 0.06% | 2.26% | $6.53 |
 UNH | 0.04% | 2.56% | $7.74 |
 GOOG | 0.04% | 0.27% | $0.2 |
 MMM | 0.03% | 1.76% | $5.21 |
 TM | 0.03% | 2.63% | $4.64 |
 AAPL | 0.03% | 0.38% | $0.97 |
 SMSN.L | 0.02% | 1.2% | $23.68 |
 RACE | 0.02% | 0.96% | $2.64 |
 KO | 0.02% | 2.89% | $1.89 |
 QCOM | 0.01% | 1.96% | $3.25 |
 SBUX | 0.01% | 2.88% | $2.24 |
 DIS | 0.01% | 0.9% | $0.75 |
 MA | 0.01% | 0.56% | $2.46 |
 MSFT | 0.01% | 0.74% | $3 |
 V | 0.01% | 0.71% | $2.01 |
 CRM | 0% | 0.66% | $0.4 |
 META | 0% | 0.32% | $1 |
 POOL | 0% | 2.09% | $4.5 |
 ORCL | 0% | 1.08% | $1.6 |
 PYPL | 0% | 0.23% | - |
 BABA | 0% | 0.68% | $0.98 |
 NVDA | 0% | 0.02% | $0.02 |
 9988.HK | 0% | 0.69% | $0.98 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 2.9/10
Beta
1.76
1.76
0
0.8
1.2
0
2
Sharpe Ratio
0.27
0.27
0
0.5
1
1.5
1.5
Sortino Ratio
0.42
0.42
0
1
2
3
3
Jensen's Alpha
-9.94
-9.94
-10
0
2
4.5
4.5
Omega Ratio
0.94
0.94
0
1
1.5
2.5
2.5
Treynor Ratio
0.43
0.43
0
0.75
1.25
2
2
Information Ratio
-0.09
-0.09
-1
0.3
0.6
1
1
Calmar Ratio
0.12
0.12
0
0.3
0.6
1
1
Beta
1.76
1.76
0
0.8
1.2
0
2
Sharpe Ratio
0.27
0.27
0
0.5
1
1.5
1.5
Sortino Ratio
0.42
0.42
0
1
2
3
3
Jensen's Alpha
-9.94
-9.94
-10
0
2
4.5
4.5
Omega Ratio
0.94
0.94
0
1
1.5
2.5
2.5
Treynor Ratio
0.43
0.43
0
0.75
1.25
2
2
Information Ratio
-0.09
-0.09
-1
0.3
0.6
1
1
Calmar Ratio
0.12
0.12
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
33.04
High:
TSLA
306.67TSLALow:
SNOW
-54SNOWDetails
PEG Ratio
146.27
High:
V
1,245.39VLow:
CRWV
-217.32CRWVDetails
Price/Book
10.65
High:
MA
65.12MALow:
MCD
-104.27MCDDetails
Price/Sales
7.22
High:
MSTR
117.17MSTRLow:
MODVQ
0MODVQDetails
Price/CF
22.54
High:MSTR
7,511.07MSTRLow:
F
2.37FDetails
Price/FCF
52.37
High:
MMM
2,385.78MMMLow:
TDOC
4.96TDOCDetails
P/E Ratio
33.04
High:TSLA
306.67TSLALow:SNOW
-54SNOWDetails
PEG Ratio
146.27
High:V
1,245.39VLow:CRWV
-217.32CRWVDetails
Price/Book
10.65
High:MA
65.12MALow:MCD
-104.27MCDDetails
Price/Sales
7.22
High:MSTR
117.17MSTRLow:MODVQ
0MODVQDetails
Price/CF
22.54
High:MSTR
7,511.07MSTRLow:F
2.37FDetails
Price/FCF
52.37
High:MMM
2,385.78MMMLow:TDOC
4.96TDOCDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-58.99% | Nov 2021 | Nov 2024 | 36 |
-15.99% | Feb 2025 | Jun 2025 | 4 |
-11.63% | May 2021 | Aug 2021 | 3 |
-7.5% | Sep 2021 | Oct 2021 | 1 |
-6.29% | Nov 2025 | - | 2 |
-0.45% | Dec 2024 | Jan 2025 | 1 |