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+0.56%
Today
+12.16%
This Month
+19.64%
Year To Date
+100.59%
2 Years
+326.23%
5 Years
+11.1%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies37.48%
- 💻 Electronic Technology13.38%
- 📊 ETFs11.53%
- 🖥️ Technology Services10.76%
- 💰 Finance7.1%
- 🛍️ Retail Trade5.18%
- 🚚 Transportation4.33%
- 💵 Cash2.99%
- 🧬 Health Technology1.86%
- ⛏️ Energy Minerals1.76%
- 🚗 Consumer Durables1.22%
- 💼 Commercial Services1.16%
- 📡 Communications0.85%
- 💇♀️ Consumer Services0.68%
- 🏭 Industrial Services0.62%
- 🍞 Consumer Non Durables0.36%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency37.48%
- 🇺🇸 Nasdaq31.18%
- 🇺🇸 NYSE20.82%
- 🇬🇧 LSE7.85%
- 🇮🇹 Borsa Italiana0.4%
- 🇩🇪 FRA0.32%
- 🇺🇸 Chicago Board Options Exchange0.23%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States37.34%
- 🇬🇧 United Kingdom7.86%
- 🇨🇳 China2.15%
- 🇮🇹 Italy0.4%
- 🇹🇼 Taiwan0.36%
- 🇩🇪 Germany0.32%
- 🇱🇺 Luxembourg0.29%
- 🇰🇷 South Korea0.24%
- 🇨🇦 Canada0.17%
- 🇳🇱 Netherlands0.14%
Dividends
Dividend Yield
0.99%
59 out of 91 instruments pay dividend.
8 dividend payments in the next 30 days.
Highest Dividend: $NLY (13.51%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 NLY | 0.1% | 13.51% | $2.6 |
 VOO | 0.08% | 1.29% | - |
 LGEN.L | 0.06% | 8.22% | $0.2 |
 AV.L | 0.06% | 5.59% | $0.33 |
 BP.L | 0.05% | 6.1% | $0.23 |
 NWG.L | 0.05% | 4.29% | $0.17 |
 ET | 0.05% | 7.51% | $1.25 |
 INSW | 0.04% | 10.42% | $5.74 |
 FNF | 0.04% | 3.63% | $1.89 |
 SHEL.L | 0.03% | 4.12% | $0.8 |
 HSBA.L | 0.03% | 8.56% | $0.49 |
 HDV | 0.03% | 3.5% | - |
 JNK | 0.03% | 6.63% | - |
 VOW3.DE | 0.02% | 6.99% | $9.06 |
 BME.L | 0.02% | 6.28% | $0.15 |
 ABDN.L | 0.02% | 7.37% | $0.15 |
 ENI.MI | 0.02% | 7.22% | $0.94 |
 XLU | 0.02% | 2.78% | - |
 DVY | 0.01% | 3.69% | - |
 BARC.L | 0.01% | 2.39% | $0.08 |
 AZN | 0.01% | 2.22% | $1.42 |
 EZJ.L | 0.01% | 2.39% | $0.05 |
 GOOG | 0.01% | 0.42% | $0.2 |
 MSFT | 0.01% | 0.65% | $3 |
 STLA.US | 0.01% | 7.59% | $1.71 |
 KO | 0.01% | 2.87% | $1.89 |
 BABA | 0.01% | 0.86% | $0.98 |
 VOD | 0.01% | 4.13% | $0.94 |
 NEXI.MI | 0.01% | 4.87% | - |
 PSN.L | 0.01% | 5.1% | $0.6 |
 TMUS | 0.01% | 1.51% | $1.95 |
 ADI | 0.01% | 1.58% | $3.56 |
 HAS | 0.01% | 3.62% | $2.8 |
 NTES | 0.01% | 2.01% | $2.58 |
 MCD | 0.01% | 2.35% | $6.53 |
 META | 0.01% | 0.29% | $1 |
 KWEB | 0.01% | 3.09% | - |
 VXUS | 0.01% | 2.92% | - |
 JNJ | 0.01% | 3.1% | $4.81 |
 SPY | 0.01% | 1.21% | - |
 MCHI | 0% | 2.04% | - |
 SOXX | 0% | 0.72% | - |
 LOW | 0% | 2.1% | $4.45 |
 QCOM | 0% | 2.19% | $3.25 |
 ACWI | 0% | 1.62% | - |
 AAPL | 0% | 0.48% | $0.97 |
 MA | 0% | 0.53% | $2.46 |
 SBAC | 0% | 1.78% | $3.66 |
 ABT | 0% | 1.87% | $2.16 |
 TSM | 0% | 0.96% | $1.74 |
 GPN | 0% | 1.23% | $1 |
 MU | 0% | 0.41% | $0.46 |
 DIS | 0% | 0.83% | $0.75 |
 V | 0% | 0.65% | $2.01 |
 GOOGL | 0% | 0.43% | $0.2 |
 INDA | 0% | 0.74% | - |
 NVDA | 0% | 0.02% | $0.02 |
 WDC | 0% | 0.15% | - |
 FG | 0% | 2.82% | $0.83 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
MU | Pay Day | Jul 22, 2025 | $0.12 |
DIS | Pay Day | Jul 23, 2025 | $0.50 |
LOW | Ex-Dividend | Jul 23, 2025 | $1.20 |
NLY | Pay Day | Jul 31, 2025 | $0.70 |
VOD | Pay Day | Aug 1, 2025 | $0.25 |
BME.L | Pay Day | Aug 1, 2025 | $0.13 |
LOW | Pay Day | Aug 6, 2025 | $1.20 |
MA | Pay Day | Aug 8, 2025 | $0.76 |
ABT | Pay Day | Aug 15, 2025 | $0.59 |
MSFT | Ex-Dividend | Aug 21, 2025 | $0.83 |
JNJ | Ex-Dividend | Aug 26, 2025 | $1.30 |
TMUS | Ex-Dividend | Aug 29, 2025 | $0.88 |
QCOM | Ex-Dividend | Sep 4, 2025 | $0.89 |
JNJ | Pay Day | Sep 9, 2025 | $1.30 |
MSFT | Pay Day | Sep 11, 2025 | $0.83 |
TMUS | Pay Day | Sep 11, 2025 | $0.88 |
KO | Ex-Dividend | Sep 15, 2025 | $0.51 |
TSM | Ex-Dividend | Sep 16, 2025 | $0.82 |
QCOM | Pay Day | Sep 25, 2025 | $0.89 |
KO | Pay Day | Oct 1, 2025 | $0.51 |
TSM | Pay Day | Oct 9, 2025 | $0.82 |
KWEB | Pay Day | Dec 18, 2025 | $0.00 |
INDA | Pay Day | Dec 20, 2025 | $0.00 |
Performance Metrics
Score 5.3/10
Beta
1.49
1.49
0
0.8
1.2
0
2
Sharpe Ratio
0.38
0.38
0
0.5
1
1.5
1.5
Sortino Ratio
0.67
0.67
0
1
2
3
3
Jensen's Alpha
6.5
6.5
-2
0
2
7
7
Omega Ratio
1.21
1.21
0
1
1.5
2.5
2.5
Treynor Ratio
1.21
1.21
0
0.75
1.25
2
2
Information Ratio
0.22
0.22
0
0.3
0.6
1
1
Calmar Ratio
0.12
0.12
0
0.3
0.6
1
1
Beta
1.49
1.49
0
0.8
1.2
0
2
Sharpe Ratio
0.38
0.38
0
0.5
1
1.5
1.5
Sortino Ratio
0.67
0.67
0
1
2
3
3
Jensen's Alpha
6.5
6.5
-2
0
2
7
7
Omega Ratio
1.21
1.21
0
1
1.5
2.5
2.5
Treynor Ratio
1.21
1.21
0
0.75
1.25
2
2
Information Ratio
0.22
0.22
0
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
37.28
High:
AMD
115.08AMDLow:
CSIQ
-80.12CSIQDetails
PEG Ratio
163.32
High:
KO
9,978.59KOLow:
NIO
-68.73NIODetails
Price/Book
12.56
High:
MA
75.39MALow:NIO
-168.98NIODetails
Price/Sales
8.74
High:
MSTR
236.34MSTRLow:
VOW3.DE
0.14VOW3.DEDetails
Price/CF
22.51
High:
TTWO
18,296.3TTWOLow:
FG
0.76FGDetails
Price/FCF
39.84
High:MSTR
1,187.5MSTRLow:FG
0.78FGDetails
P/E Ratio
37.28
High:AMD
115.08AMDLow:CSIQ
-80.12CSIQDetails
PEG Ratio
163.32
High:KO
9,978.59KOLow:NIO
-68.73NIODetails
Price/Book
12.56
High:MA
75.39MALow:NIO
-168.98NIODetails
Price/Sales
8.74
High:MSTR
236.34MSTRLow:VOW3.DE
0.14VOW3.DEDetails
Price/CF
22.51
High:TTWO
18,296.3TTWOLow:FG
0.76FGDetails
Price/FCF
39.84
High:MSTR
1,187.5MSTRLow:FG
0.78FGDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-76.49% | Jan 2018 | Feb 2021 | 37 |
-57.51% | Nov 2021 | Nov 2024 | 36 |
-13.76% | Feb 2025 | Jun 2025 | 4 |
-11.24% | May 2021 | Aug 2021 | 3 |
-10.08% | Sep 2021 | Oct 2021 | 1 |
-2% | Dec 2024 | Jan 2025 | 1 |