Loading...
+1.04%
Today
+9.11%
This Month
+16.87%
Year To Date
+75.05%
2 Years
+173.69%
5 Years
-0.15%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies44.66%
- 📊 ETFs11.71%
- 🖥️ Technology Services7.2%
- 💰 Finance5.41%
- 💻 Electronic Technology4.51%
- 🛍️ Retail Trade4.48%
- 🪨 Non Energy Minerals3.42%
- 💇♀️ Consumer Services2.64%
- ⛏️ Energy Minerals2.36%
- 🍞 Consumer Non Durables2.16%
- 💼 Commercial Services1.71%
- 🧪 Process Industries1.39%
- 🚚 Transportation1.29%
- 🛠️ Producer Manufacturing1.26%
- 🧩 Miscellaneous1.11%
- 🚗 Consumer Durables0.71%
- ⚡ Utilities0.7%
- 📡 Communications0.54%
- 🧬 Health Technology0.51%
- 💵 Cash0.42%
- 📦 Distribution Services0.41%
- 🏭 Industrial Services0.25%
- 🏥 Health Services0.21%
- 🌾 Commodities0%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency44.66%
- 🇺🇸 NYSE27.1%
- 🇺🇸 Nasdaq18.45%
- 🇭🇰 Hong Kong Exchanges3.36%
- 🇬🇧 LSE1.54%
- 🇫🇷 Euronext Paris0.7%
- 🇳🇴 Oslo Stock Exchange0.67%
- 🇨🇭 SIX0.57%
- 🇩🇪 FRA0.52%
- 🇦🇺 Sydney0.25%
- 🇳🇱 Euronext Amsterdam0.23%
- 🇺🇸 OTC Markets Stock Exchange0.22%
- 🇩🇪 Xetra ETFs0.13%
- 🇸🇪 Stockholm Stock Exchange0.11%
- 🇪🇸 Bolsa De Madrid0.06%
- 🇮🇹 Borsa Italiana0.03%
- 🇩🇰 Copenhagen Stock Exchange0.02%
- 🇺🇸 Chicago Board Options Exchange0.01%
- 🌍 Commodity0%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States26.67%
- 🇨🇦 Canada3.06%
- 🇨🇳 China2.66%
- 🇭🇰 Hong Kong1.29%
- 🇬🇧 United Kingdom1.14%
- 🇳🇱 Netherlands0.97%
- 🇨🇭 Switzerland0.76%
- 🇫🇷 France0.7%
- 🇳🇴 Norway0.67%
- 🇦🇺 Australia0.61%
- 🇩🇪 Germany0.52%
- 🇿🇦 South Africa0.43%
- 🇯🇵 Japan0.42%
- 🇮🇪 Ireland0.36%
- 🇧🇷 Brazil0.27%
- 🇹🇼 Taiwan0.27%
- 🇰🇾 Cayman Islands0.2%
- 🇱🇺 Luxembourg0.2%
- 🇰🇷 South Korea0.18%
- 🇺🇾 Uruguay0.16%
- 🇸🇪 Sweden0.11%
- 🇮🇹 Italy0.07%
- 🇮🇱 Israel0.07%
- 🇧🇲 Bermuda0.06%
- 🇪🇸 Spain0.06%
- 🇨🇴 Colombia0.03%
- 🇨🇱 Chile0.03%
- 🇩🇰 Denmark0.02%
- 🇷🇺 Russia0.02%
Dividends
Dividend Yield
0.99%
216 out of 353 instruments pay dividend.
24 dividend payments in the next 30 days.
Highest Dividend: $MNODL.L (473.72%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 VICI | 0.05% | 5.21% | $1.66 |
 0883.HK | 0.04% | 7.44% | $1.25 |
 SBSW | 0.03% | 6.83% | $0.3 |
 1088.HK | 0.03% | 7.12% | $2.44 |
 0941.HK | 0.03% | 5.88% | $4.83 |
 SCHD | 0.02% | 3.97% | - |
 ZIM | 0.02% | 48.61% | $0.23 |
 QQQ | 0.02% | 0.58% | - |
 MNODL.L | 0.02% | 473.72% | - |
 URA | 0.02% | 2.39% | - |
 VALE | 0.02% | 7.21% | $1.33 |
 ALV.DE | 0.02% | 4.53% | $13.8 |
 RIO.L | 0.01% | 6.56% | $3.41 |
 ZURN.ZU | 0.01% | 5.06% | $26 |
 GDXJ | 0.01% | 1.71% | - |
 ADM | 0.01% | 3.66% | $1.9 |
 KWEB | 0.01% | 3.09% | - |
 DNO.OL | 0.01% | 8.92% | $1 |
 TXRH | 0.01% | 1.4% | $2.32 |
 XOP | 0.01% | 2.71% | - |
 OGZDL.L | 0.01% | 67.74% | - |
 MSFT | 0.01% | 0.66% | $3 |
 BHP.L | 0.01% | 4.66% | $1.26 |
 KO | 0.01% | 2.9% | $1.89 |
 0992.HK | 0.01% | 3.88% | $0.38 |
 PEP | 0.01% | 3.77% | $5.15 |
 BG | 0.01% | 3.71% | $2.7 |
 RIO | 0.01% | 6.22% | $4.34 |
 EXR | 0.01% | 4.31% | $6.48 |
 UNP | 0.01% | 2.36% | $5.2 |
 DJP | 0.01% | 3.69% | - |
 PLD | 0.01% | 3.62% | $3.66 |
 TSN | 0.01% | 3.68% | $1.96 |
 B | 0.01% | 1.78% | $0.4 |
 00857.HK | 0.01% | 6.9% | $0.48 |
 XLE | 0.01% | 3.5% | - |
 TXN | 0.01% | 2.54% | $5.14 |
 CVX | 0.01% | 4.45% | $6.28 |
 MMM | 0.01% | 1.89% | $5.21 |
 GAW.L | 0.01% | 3.19% | $5.5 |
 TLT | 0.01% | 4.39% | - |
 1171.HK | 0.01% | 9% | $1.6 |
 1898.HK | 0.01% | 5.12% | $0.44 |
 MCD | 0.01% | 2.35% | $6.53 |
 GOGL.US | 0.01% | 9.57% | $0.8 |
 GOOGL | 0.01% | 0.42% | $0.2 |
 XLU | 0.01% | 2.78% | - |
 ROG.ZU | 0.01% | 3.82% | $9.6 |
 BHP | 0.01% | 4.46% | $3.01 |
 PBR.A | 0.01% | 11.49% | $2.21 |
 AGRO | 0.01% | 3.68% | $0.33 |
 SPGI | 0.01% | 0.73% | $3.62 |
 GDX | 0.01% | 0.8% | - |
 1288.HK | 0.01% | 5% | $0.25 |
 3988.HK | 0.01% | 5.62% | $0.26 |
 LI.PA | 0.01% | 5.61% | $1.8 |
 QCOM | 0% | 2.21% | $3.25 |
 JNJ | 0% | 3.04% | $4.81 |
 F | 0% | 6.69% | $0.78 |
 SCHG | 0% | 0.41% | - |
 BP.L | 0% | 6.08% | $0.23 |
 IBM | 0% | 2.38% | $6.65 |
 ASML | 0% | 0.86% | $5.57 |
 WHC.ASX | 0% | 3.29% | $0.49 |
 HD | 0% | 2.47% | $8.52 |
 ISF.L | 0% | 3.54% | - |
 MOS | 0% | 2.39% | $0.82 |
 SDIV | 0% | 10.78% | - |
 BKNG | 0% | 0.64% | $17.5 |
 0939.HK | 0% | 5.27% | $0.43 |
 SBUX | 0% | 2.54% | $2.24 |
 LIT | 0% | 1.04% | - |
 LLOY.L | 0% | 4.08% | $0.03 |
 NRR.L | 0% | 8.88% | $0.07 |
 UNH | 0% | 3% | $7.74 |
 1398.HK | 0% | 5.54% | $0.33 |
 AAPL | 0% | 0.47% | $0.97 |
 COST | 0% | 0.52% | $19.22 |
 NRG | 0% | 1.11% | $1.57 |
 EEM | 0% | 2.23% | - |
 HSY | 0% | 3.03% | $5.12 |
 03993.HK | 0% | 3.04% | $0.17 |
 EVO.ST | 0% | 3.63% | $31.03 |
 YAR.OL | 0% | 1.29% | $5 |
 MC.PA | 0% | 2.8% | $13 |
 EC | 0% | 11.35% | $1.62 |
 CL | 0% | 2.31% | $1.96 |
 2318.HK | 0% | 5.22% | $2.63 |
 SMSN.L | 0% | 1.97% | $23.68 |
 LOW | 0% | 2.06% | $4.45 |
 FRT | 0% | 4.6% | $4.36 |
 POOL | 0% | 1.56% | $4.5 |
 DGE.L | 0% | 4.16% | $0.81 |
 HPQ | 0% | 4.59% | $1.1 |
 OR.PA | 0% | 1.91% | $6.6 |
 RI.PA | 0% | 4.92% | $4.7 |
 MA | 0% | 0.53% | $2.46 |
 T | 0% | 4.07% | $1.11 |
 SHEL | 0% | 3.95% | $2.7 |
 TGT | 0% | 4.24% | $4.42 |
 RTX | 0% | 1.75% | $2.44 |
 JPM | 0% | 1.82% | $4.4 |
 00257.HK | 0% | 5.46% | $0.22 |
 1816.HK | 0% | 3.52% | $0.1 |
 SALM.OL | 0% | 5.15% | $35 |
 MSCI | 0% | 1.28% | $5.96 |
 2899.HK | 0% | 1.84% | $0.27 |
 IJR | 0% | 2.24% | - |
 AXP | 0% | 1% | $2.6 |
 CTRA | 0% | 3.65% | $0.82 |
 V | 0% | 0.65% | $2.01 |
 MOWI.OL | 0% | 3.53% | $6.9 |
 ABBN.ZU | 0% | 1.75% | $0.87 |
 AEM | 0% | 1.2% | $1.6 |
 TSM | 0% | 0.97% | $1.74 |
 CRM | 0% | 0.62% | $0.4 |
 BAC | 0% | 2.17% | $0.96 |
 CP | 0% | 0.71% | $0.56 |
 SIE.DE | 0% | 2.36% | $4.7 |
 0386.HK | 0% | 6.7% | $0.37 |
 TM | 0% | 3.4% | $4.64 |
 NXPI | 0% | 1.78% | $4.06 |
 META | 0% | 0.29% | $1 |
 NXST | 0% | 3.85% | $6.08 |
 MAR | 0% | 0.94% | $2.19 |
 OXY | 0% | 2.11% | $0.8 |
 MCO | 0% | 0.72% | $3.24 |
 NKE | 0% | 2.09% | $1.45 |
 LMT | 0% | 3.17% | $12.45 |
 PSA | 0% | 4.15% | $12 |
 0700.HK | 0% | 0.86% | $3.4 |
 RMS.PA | 0% | 1.13% | $25 |
 IAG.L | 0% | 1.93% | - |
 UMG.NV | 0% | 1.88% | $0.51 |
 IBE.MC | 0% | 3.26% | $0.45 |
 STLA.US | 0% | 7.57% | $1.71 |
 VOW3.DE | 0% | 7.07% | $9.06 |
 SHEL.L | 0% | 4.11% | $0.8 |
 WMT | 0% | 0.98% | $0.81 |
 WSM | 0% | 1.38% | $3.83 |
 INTU | 0% | 0.55% | $3.6 |
 ACN | 0% | 2.08% | $4.99 |
 BBOX.L | 0% | 5.33% | $0.07 |
 CNI | 0% | 2.41% | $2.42 |
 EL | 0% | 1.92% | $2.64 |
 NTES | 0% | 1.98% | $2.58 |
 VIPS | 0% | 2.85% | $0.41 |
 AVGO | 0% | 0.83% | $19.7 |
 CI | 0% | 1.94% | $5.26 |
 BLK | 0% | 1.88% | $20.2 |
 IEX | 0% | 1.52% | $2.61 |
 0968.HK | 0% | 8.2% | $0.23 |
 IWM | 0% | 1.2% | - |
 WM | 0% | 1.39% | $2.9 |
 ETN | 0% | 1.04% | $3.6 |
 GLEN.L | 0% | 2.31% | $0.1 |
 EWJ | 0% | 2.12% | - |
 OTIS | 0% | 1.58% | $1.41 |
 SQM | 0% | 4.14% | $1.36 |
 NEM | 0% | 1.63% | $1.3 |
 DG.US | 0% | 2.15% | $2.36 |
 AMAT | 0% | 0.92% | $1.44 |
 NAS.OL | 0% | 5.19% | - |
 CHD | 0% | 1.18% | $1.11 |
 RWE.DE | 0% | 2.92% | $1 |
 CCJ | 0% | 0.14% | $0.09 |
 NTDOY | 0% | 0.81% | $0.24 |
 DLR | 0% | 2.75% | $4.88 |
 1359.HK | 0% | 1.82% | $0.05 |
 SONY | 0% | 0.4% | $0.49 |
 DIS | 0% | 0.83% | $0.75 |
 WFC | 0% | 1.94% | $1.4 |
 CNR | 0% | 0.84% | $1.1 |
 YINN | 0% | 1.64% | - |
 CB | 0% | 1.33% | $3.49 |
 ZTS | 0% | 1.28% | $1.67 |
 GGG | 0% | 1.24% | $1 |
 9988.HK | 0% | 0.88% | $0.98 |
 ALB | 0% | 1.95% | $1.6 |
 BABA | 0% | 0.86% | $0.98 |
 VST | 0% | 0.47% | $0.85 |
 MU | 0% | 0.42% | $0.46 |
 GOOG | 0% | 0.42% | $0.2 |
 ROCKB.CO | 0% | 2.23% | $43 |
 LKOD.L | 0% | 76.06% | - |
 EQT | 0% | 1.16% | $0.62 |
 PARA | 0% | 1.52% | $0.2 |
 RS | 0% | 1.34% | $4.2 |
 PRY.MI | 0% | 1.27% | $0.7 |
 EMB | 0% | 5.55% | - |
 GRMN | 0% | 1.59% | $3.71 |
 TT | 0% | 0.82% | $3.27 |
 SU.PA | 0% | 1.69% | $3.5 |
 NEE | 0% | 2.8% | $1.97 |
 RACE | 0% | 0.64% | $2.64 |
 SW | 0% | 3.19% | $1.18 |
 01211.HK | 0% | 1.08% | $3.41 |
 NEX.PA | 0% | 2.25% | $2.3 |
 SH | 0% | 5.66% | - |
 IAPD.L | 0% | 9.65% | - |
 SQQQ | 0% | 12.03% | - |
 ORCL | 0% | 0.76% | $1.6 |
 IEML.L | 0% | 5.94% | - |
 UI | 0% | 0.55% | $2.4 |
 AMR | 0% | 0.38% | $1.94 |
 ODFL | 0% | 0.65% | $0.92 |
 VIE.PA | 0% | 4.53% | $1.25 |
 VRSK | 0% | 0.57% | $1.46 |
 GEV | 0% | 0.14% | - |
 CARR | 0% | 1.14% | $0.76 |
 BCC | 0% | 0.96% | $0.8 |
 WAB | 0% | 0.45% | $0.74 |
 IPAC | 0% | 3.1% | - |
 ECL | 0% | 0.94% | $2.24 |
 NVDA | 0% | 0.02% | $0.02 |
 SCCO | 0% | -2.67% | $-3.76 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
DIS | Pay Day | Jul 23, 2025 | $0.50 |
RI.PA | Ex-Dividend | Jul 23, 2025 | $2.67 |
LOW | Ex-Dividend | Jul 23, 2025 | $1.20 |
ORCL | Pay Day | Jul 24, 2025 | $0.50 |
00857.HK | Pay Day | Jul 24, 2025 | $0.03 |
RI.PA | Pay Day | Jul 25, 2025 | $2.67 |
IEX | Pay Day | Jul 25, 2025 | $0.71 |
CP | Pay Day | Jul 28, 2025 | $0.16 |
01211.HK | Pay Day | Jul 29, 2025 | $0.55 |
ASML | Ex-Dividend | Jul 29, 2025 | $1.86 |
IBE.MC | Pay Day | Jul 30, 2025 | $0.46 |
0992.HK | Ex-Dividend | Jul 30, 2025 | $0.04 |
JPM | Pay Day | Jul 31, 2025 | $1.40 |
TXN | Ex-Dividend | Jul 31, 2025 | $1.36 |
T | Pay Day | Aug 1, 2025 | $0.28 |
COST | Ex-Dividend | Aug 1, 2025 | $1.30 |
LOW | Pay Day | Aug 6, 2025 | $1.20 |
ASML | Pay Day | Aug 6, 2025 | $1.86 |
EQT | Ex-Dividend | Aug 6, 2025 | $0.16 |
GGG | Pay Day | Aug 6, 2025 | $0.28 |
AXP | Pay Day | Aug 8, 2025 | $0.82 |
MA | Pay Day | Aug 8, 2025 | $0.76 |
NRR.L | Pay Day | Aug 8, 2025 | $0.05 |
CARR | Pay Day | Aug 8, 2025 | $0.22 |
TXN | Pay Day | Aug 12, 2025 | $1.36 |
TGT | Ex-Dividend | Aug 13, 2025 | $1.14 |
0992.HK | Pay Day | Aug 13, 2025 | $0.04 |
WAB | Ex-Dividend | Aug 14, 2025 | $0.25 |
RTX | Ex-Dividend | Aug 15, 2025 | $0.68 |
WMT | Ex-Dividend | Aug 15, 2025 | $0.24 |
CL | Pay Day | Aug 15, 2025 | $0.52 |
SBUX | Ex-Dividend | Aug 15, 2025 | $0.61 |
ACN | Pay Day | Aug 15, 2025 | $1.48 |
COST | Pay Day | Aug 15, 2025 | $1.30 |
GEV | Pay Day | Aug 18, 2025 | $0.25 |
BG | Ex-Dividend | Aug 19, 2025 | $0.70 |
1088.HK | Pay Day | Aug 20, 2025 | $0.31 |
MSFT | Ex-Dividend | Aug 21, 2025 | $0.83 |
AMAT | Ex-Dividend | Aug 21, 2025 | $0.46 |
WSM | Pay Day | Aug 22, 2025 | $0.66 |
JNJ | Ex-Dividend | Aug 26, 2025 | $1.30 |
SPGI | Ex-Dividend | Aug 26, 2025 | $0.96 |
1898.HK | Pay Day | Aug 27, 2025 | $0.04 |
GLEN.L | Ex-Dividend | Aug 28, 2025 | $0.05 |
WAB | Pay Day | Aug 28, 2025 | $0.25 |
SBUX | Pay Day | Aug 29, 2025 | $0.61 |
UNP | Ex-Dividend | Aug 29, 2025 | $1.38 |
TSN | Ex-Dividend | Aug 29, 2025 | $0.50 |
TGT | Pay Day | Sep 1, 2025 | $1.14 |
WMT | Pay Day | Sep 2, 2025 | $0.24 |
LMT | Ex-Dividend | Sep 2, 2025 | $3.30 |
BG | Pay Day | Sep 2, 2025 | $0.70 |
AEM | Ex-Dividend | Sep 2, 2025 | $0.40 |
EQT | Pay Day | Sep 2, 2025 | $0.16 |
ZTS | Pay Day | Sep 3, 2025 | $0.50 |
RTX | Pay Day | Sep 4, 2025 | $0.68 |
QCOM | Ex-Dividend | Sep 4, 2025 | $0.89 |
TT | Ex-Dividend | Sep 5, 2025 | $0.94 |
JNJ | Pay Day | Sep 9, 2025 | $1.30 |
HPQ | Ex-Dividend | Sep 10, 2025 | $0.29 |
SPGI | Pay Day | Sep 10, 2025 | $0.96 |
MSFT | Pay Day | Sep 11, 2025 | $0.83 |
AMAT | Pay Day | Sep 11, 2025 | $0.46 |
TSN | Pay Day | Sep 12, 2025 | $0.50 |
GRMN | Ex-Dividend | Sep 12, 2025 | $0.90 |
KO | Ex-Dividend | Sep 15, 2025 | $0.51 |
AEM | Pay Day | Sep 15, 2025 | $0.40 |
TSM | Ex-Dividend | Sep 16, 2025 | $0.82 |
GLEN.L | Pay Day | Sep 19, 2025 | $0.05 |
QCOM | Pay Day | Sep 25, 2025 | $0.89 |
LMT | Pay Day | Sep 26, 2025 | $3.30 |
GRMN | Pay Day | Sep 26, 2025 | $0.90 |
UNP | Pay Day | Sep 30, 2025 | $1.38 |
TT | Pay Day | Sep 30, 2025 | $0.94 |
HPQ | Pay Day | Oct 1, 2025 | $0.29 |
KO | Pay Day | Oct 1, 2025 | $0.51 |
TSM | Pay Day | Oct 9, 2025 | $0.82 |
KWEB | Pay Day | Dec 18, 2025 | $1.02 |
GDX | Pay Day | Dec 24, 2025 | $0.40 |
GDXJ | Pay Day | Dec 24, 2025 | $1.11 |
Performance Metrics
Score 3/10
Beta
1.03
1.03
0
0.8
1.2
0
2
Sharpe Ratio
0.15
0.15
0
0.5
1
1.5
1.5
Sortino Ratio
0.2
0.2
0
1
2
3
3
Jensen's Alpha
-4.79
-4.79
-5
0
2
4.5
4.5
Omega Ratio
0.89
0.89
0
1
1.5
2.5
2.5
Treynor Ratio
0.5
0.5
0
0.75
1.25
2
2
Information Ratio
-0.12
-0.12
-1
0.3
0.6
1
1
Calmar Ratio
-0.02
-0.02
-1
0.3
0.6
1
1
Beta
1.03
1.03
0
0.8
1.2
0
2
Sharpe Ratio
0.15
0.15
0
0.5
1
1.5
1.5
Sortino Ratio
0.2
0.2
0
1
2
3
3
Jensen's Alpha
-4.79
-4.79
-5
0
2
4.5
4.5
Omega Ratio
0.89
0.89
0
1
1.5
2.5
2.5
Treynor Ratio
0.5
0.5
0
0.75
1.25
2
2
Information Ratio
-0.12
-0.12
-1
0.3
0.6
1
1
Calmar Ratio
-0.02
-0.02
-1
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
29.63
High:
MNDY
288.21MNDYLow:
LAC
-15,600LACDetails
PEG Ratio
640.35
High:
CCJ
13,334.04CCJLow:LAC
-21,839.99LACDetails
Price/Book
7.54
High:LAC
1,168.54LACLow:
NIO
-173.98NIODetails
Price/Sales
5.33
High:
CRSP
149.02CRSPLow:LAC
-LACDetails
Price/CF
17.37
High:
TTWO
18,296.3TTWOLow:
ZIM
0.46ZIMDetails
Price/FCF
39.66
High:
PEP
5,253.35PEPLow:
1288.HK
0.571288.HKDetails
P/E Ratio
29.63
High:MNDY
288.21MNDYLow:LAC
-15,600LACDetails
PEG Ratio
640.35
High:CCJ
13,334.04CCJLow:LAC
-21,839.99LACDetails
Price/Book
7.54
High:LAC
1,168.54LACLow:NIO
-173.98NIODetails
Price/Sales
5.33
High:CRSP
149.02CRSPLow:LAC
-LACDetails
Price/CF
17.37
High:TTWO
18,296.3TTWOLow:ZIM
0.46ZIMDetails
Price/FCF
39.66
High:PEP
5,253.35PEPLow:1288.HK
0.571288.HKDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-62.27% | Jun 2017 | Feb 2021 | 44 |
-47.56% | Nov 2021 | Nov 2024 | 36 |
-17.42% | May 2021 | Oct 2021 | 5 |
-13.51% | Feb 2025 | Jun 2025 | 4 |
-3.84% | Dec 2024 | Jan 2025 | 1 |