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-11.84%
This Month
-6.14%
Year To Date
+0.01%
2 Years
+43.58%
5 Years
+43.58%
10 Years
+7.64%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies36.45%
- 💻 Electronic Technology32.07%
- 📊 ETFs10.77%
- 🖥️ Technology Services10.6%
- 🛠️ Producer Manufacturing3.4%
- 🧩 Miscellaneous2.33%
- ⛏️ Energy Minerals1.27%
- 📡 Communications0.62%
- 🏭 Industrial Services0.61%
- 💵 Cash0.58%
- 🧬 Health Technology0.48%
- 💰 Finance0.29%
- 🚚 Transportation0.17%
- 💇♀️ Consumer Services0.16%
- ❓ Other0.09%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq44.73%
- 🌍 Digital Currency36.45%
- 🇺🇸 NYSE15.46%
- 🇬🇧 LSE2.44%
- 🇭🇰 Hong Kong Exchanges0.19%
- 🇫🇷 Euronext Paris0.05%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States41.73%
- 🇹🇼 Taiwan3.13%
- 🇬🇧 United Kingdom1.95%
- 🇳🇱 Netherlands1.79%
- 🇦🇺 Australia0.39%
- 🇰🇾 Cayman Islands0.38%
- 🇨🇳 China0.26%
- 🇫🇷 France0.05%
Dividends
Dividend Yield
0.19%
32 out of 143 instruments pay dividend.
5 dividend payments in the next 30 days.
Highest Dividend: $WES (8.26%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 TSM | 0.02% | 0.75% | $1.74 |
 AVGO | 0.02% | 0.77% | $19.7 |
 WES | 0.02% | 8.26% | $2.59 |
 PAA | 0.01% | 6.55% | $1.17 |
 ET | 0.01% | 6.88% | $1.25 |
 NVDA | 0.01% | 0.24% | $0.02 |
 HPQ | 0.01% | 3.85% | $1.1 |
 FTAI | 0.01% | 1.08% | $1.2 |
 SWKS | 0.01% | 3.48% | $2.72 |
 CHRD | 0.01% | 3.42% | $5 |
 EOG | 0.01% | 2.6% | $5.06 |
 DINO | 0.01% | 1.62% | $1.9 |
 MPWR | 0.01% | 0.6% | $4.5 |
 APH | 0% | 0.62% | $0.44 |
 ASML | 0% | 0.47% | $5.57 |
 AMAT | 0% | 0.49% | $1.44 |
 QCOM | 0% | 2.04% | $3.25 |
 ORCL | 0% | 1.5% | $1.6 |
 HIMX | 0% | 2.04% | $0.28 |
 LRCX | 0% | 0.41% | $8 |
 PBF | 0% | 1.33% | $0.95 |
 CBRL | 0% | 1.5% | $4.15 |
 NVGS | 0% | 1.33% | - |
 MRVL | 0% | 0.1% | $0.24 |
 VRT | 0% | 0.12% | $0.06 |
 KLAC | 0% | 0.14% | $5.65 |
 CVI.US | 0% | 0.32% | $2 |
 MU | 0% | 0.06% | $0.46 |
 Q | 0% | 0.26% | - |
 WDC | 0% | 0.15% | - |
 3308.HK | 0% | 0.18% | - |
 6809.HK | 0% | 0.2% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
ORCL | Pay Day | Oct 23, 2026 | $0.50 |
ASML | Ex-Dividend | Oct 28, 2026 | $3.17 |
MU | Pay Day | Oct 29, 2026 | $0.15 |
MRVL | Pay Day | Oct 29, 2026 | $0.06 |
EOG | Pay Day | Oct 30, 2026 | $1.02 |
PAA | Ex-Dividend | Oct 31, 2026 | $0.42 |
WES | Ex-Dividend | Oct 31, 2026 | $0.93 |
 INTC | Ex-Dividend | Nov 7, 2026 | $0.12 |
ET | Ex-Dividend | Nov 7, 2026 | $0.34 |
CVI.US | Ex-Dividend | Nov 10, 2026 | $0.10 |
DINO | Ex-Dividend | Nov 11, 2026 | $0.50 |
CBRL | Pay Day | Nov 12, 2026 | $0.25 |
FTAI | Ex-Dividend | Nov 12, 2026 | $0.45 |
PBF | Ex-Dividend | Nov 14, 2026 | $0.28 |
KLAC | Ex-Dividend | Nov 17, 2026 | $2.30 |
NVGS | Ex-Dividend | Nov 19, 2026 | $0.07 |
AMAT | Ex-Dividend | Nov 20, 2026 | $0.53 |
CHRD | Ex-Dividend | Nov 20, 2026 | $1.30 |
SWKS | Ex-Dividend | Nov 26, 2026 | $0.71 |
Q | Ex-Dividend | Dec 1, 2026 | $0.08 |
QCOM | Ex-Dividend | Dec 3, 2026 | $0.92 |
WDC | Ex-Dividend | Dec 8, 2026 | $0.15 |
HPQ | Ex-Dividend | Dec 9, 2026 | $0.30 |
NVDA | Ex-Dividend | Dec 10, 2026 | $0.25 |
VRT | Ex-Dividend | Dec 14, 2026 | $0.06 |
TSM | Ex-Dividend | Dec 16, 2026 | $0.95 |
AVGO | Ex-Dividend | Dec 21, 2026 | $0.65 |
APH | Ex-Dividend | Dec 22, 2026 | $0.25 |
LRCX | Ex-Dividend | Dec 23, 2026 | $0.26 |
 SPXL | Ex-Dividend | Dec 23, 2026 | $0.00 |
MPWR | Ex-Dividend | Dec 30, 2026 | $2.00 |
ORCL | Ex-Dividend | Jan 9, 2027 | $0.50 |
MRVL | Ex-Dividend | Jan 9, 2027 | $0.06 |
MU | Ex-Dividend | Jan 14, 2027 | $0.15 |
EOG | Ex-Dividend | Jan 16, 2027 | $1.02 |
CBRL | Ex-Dividend | Jan 16, 2027 | $0.25 |
6809.HK | Ex-Dividend | Mar 25, 2027 | $0.00 |
 1347.HK | Ex-Dividend | Jun 3, 2027 | $0.02 |
HIMX | Ex-Dividend | Jun 30, 2027 | $0.25 |
Performance Metrics
Score 3.3/10
Beta
1.6
1.6
0
0.8
1.2
0
2
Sharpe Ratio
0.29
0.29
0
0.5
1
1.5
1.5
Sortino Ratio
0.49
0.49
0
1
2
3
3
Jensen's Alpha
-2.36
-2.36
-3
0
2
4.5
4.5
Omega Ratio
1.07
1.07
0
1
1.5
2.5
2.5
Treynor Ratio
0.58
0.58
0
0.75
1.25
2
2
Information Ratio
0.09
0.09
0
0.3
0.6
1
1
Calmar Ratio
0.23
0.23
0
0.3
0.6
1
1
Beta
1.6
1.6
0
0.8
1.2
0
2
Sharpe Ratio
0.29
0.29
0
0.5
1
1.5
1.5
Sortino Ratio
0.49
0.49
0
1
2
3
3
Jensen's Alpha
-2.36
-2.36
-3
0
2
4.5
4.5
Omega Ratio
1.07
1.07
0
1
1.5
2.5
2.5
Treynor Ratio
0.58
0.58
0
0.75
1.25
2
2
Information Ratio
0.09
0.09
0
0.3
0.6
1
1
Calmar Ratio
0.23
0.23
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
34.74
High:
NBIS
879.61NBISLow:
WYFI
-4,502.35WYFIDetails
PEG Ratio
1.07
High:
ARM
6.47ARMLow:DINO
0DINODetails
Price/Book
19.74
High:WYFI
521.6WYFILow:HPQ
-309.01HPQDetails
Price/Sales
18.11
High:
OKLO
5,238.67OKLOLow:
SKHY
-SKHYDetails
Price/CF
35.95
High:
MSTR
7,511.07MSTRLow:CHRD
2.5CHRDDetails
Price/FCF
49.46
High:
FN
4,519.26FNLow:
EFOR
3.31EFORDetails
P/E Ratio
34.74
High:NBIS
879.61NBISLow:WYFI
-4,502.35WYFIDetails
PEG Ratio
1.07
High:ARM
6.47ARMLow:DINO
0DINODetails
Price/Book
19.74
High:WYFI
521.6WYFILow:HPQ
-309.01HPQDetails
Price/Sales
18.11
High:OKLO
5,238.67OKLOLow:SKHY
-SKHYDetails
Price/CF
35.95
High:MSTR
7,511.07MSTRLow:CHRD
2.5CHRDDetails
Price/FCF
49.46
High:FN
4,519.26FNLow:EFOR
3.31EFORDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-36.7% | Oct 2025 | - | 13 |
-36.56% | Dec 2024 | Sep 2025 | 9 |
-25.87% | Jan 2022 | Jun 2023 | 17 |
-25.5% | Apr 2024 | Nov 2024 | 7 |
-13.01% | Aug 2023 | Dec 2023 | 4 |