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+2.02%
Today
+2.17%
This Month
+3.98%
Year To Date
+81.28%
2 Years
+377.21%
5 Years
+9.19%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies31.86%
- 💻 Electronic Technology13.12%
- 📊 ETFs12.75%
- 🖥️ Technology Services11.97%
- 💰 Finance8.3%
- 🛍️ Retail Trade5.67%
- 🚚 Transportation4.87%
- 💵 Cash2.96%
- 🧬 Health Technology2.08%
- ⛏️ Energy Minerals1.9%
- 🚗 Consumer Durables1.39%
- 💼 Commercial Services1.11%
- 📡 Communications1.02%
- 💇♀️ Consumer Services0.79%
- 🏭 Industrial Services0.74%
- 🍞 Consumer Non Durables0.43%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq32.86%
- 🌍 Digital Currency31.86%
- 🇺🇸 NYSE23.34%
- 🇬🇧 LSE8.85%
- 🇮🇹 Borsa Italiana0.46%
- 🇩🇪 FRA0.38%
- 🇺🇸 Chicago Board Options Exchange0.27%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States39.94%
- 🇬🇧 United Kingdom8.97%
- 🇨🇳 China2.43%
- 🇮🇹 Italy0.46%
- 🇩🇪 Germany0.38%
- 🇹🇼 Taiwan0.36%
- 🇱🇺 Luxembourg0.28%
- 🇰🇷 South Korea0.24%
- 🇨🇦 Canada0.18%
- 🇳🇱 Netherlands0.17%
Dividends
Dividend Yield
1.14%
59 out of 91 instruments pay dividend.
19 dividend payments in the next 30 days.
Highest Dividend: $NLY (14.24%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 NLY | 0.12% | 14.24% | $2.6 |
 VOO | 0.09% | 1.37% | - |
 LGEN.L | 0.08% | 8.36% | $0.2 |
 AV.L | 0.07% | 5.73% | $0.33 |
 BP.L | 0.06% | 6.82% | $0.23 |
 NWG.L | 0.06% | 4.08% | $0.17 |
 ET | 0.05% | 7.22% | $1.25 |
 INSW | 0.05% | 10.73% | $5.74 |
 FNF | 0.05% | 3.64% | $1.89 |
 SHEL.L | 0.03% | 4.32% | $0.8 |
 JNK | 0.03% | 6.72% | - |
 HDV | 0.03% | 3.5% | - |
 VOW3.DE | 0.03% | 6.94% | $9.06 |
 HSBA.L | 0.02% | 5.81% | $0.49 |
 ABDN.L | 0.02% | 7.99% | $0.15 |
 XLU | 0.02% | 2.89% | - |
 ENI.MI | 0.02% | 7.65% | $0.94 |
 DVY | 0.02% | 3.69% | - |
 BARC.L | 0.01% | 2.53% | $0.08 |
 BME.L | 0.01% | 5.18% | $0.15 |
 AZN | 0.01% | 2.09% | $1.42 |
 EZJ.L | 0.01% | 2.08% | $0.05 |
 GOOG | 0.01% | 0.46% | $0.2 |
 MSFT | 0.01% | 0.69% | $3 |
 STLA.US | 0.01% | 7.14% | $1.71 |
 KO | 0.01% | 2.8% | $1.89 |
 VOD | 0.01% | 4.64% | $0.94 |
 BABA | 0.01% | 0.87% | $0.98 |
 PSN.L | 0.01% | 4.66% | $0.6 |
 NEXI.MI | 0.01% | 4.72% | - |
 ADI | 0.01% | 1.71% | $3.56 |
 TMUS | 0.01% | 1.34% | $1.95 |
 NTES | 0.01% | 2.19% | $2.58 |
 HAS | 0.01% | 4.24% | $2.8 |
 MCD | 0.01% | 2.28% | $6.53 |
 META | 0.01% | 0.29% | $1 |
 KWEB | 0.01% | 3.17% | - |
 VXUS | 0.01% | 3.05% | - |
 JNJ | 0.01% | 3.25% | $4.81 |
 SPY | 0.01% | 1.29% | - |
 MCHI | 0.01% | 2.09% | - |
 LOW | 0.01% | 2.07% | $4.45 |
 SOXX | 0.01% | 0.81% | - |
 QCOM | 0.01% | 2.3% | $3.25 |
 ACWI | 0% | 1.71% | - |
 SBAC | 0% | 1.85% | $3.66 |
 AAPL | 0% | 0.49% | $0.97 |
 ABT | 0% | 1.71% | $2.16 |
 MA | 0% | 0.48% | $2.46 |
 TSM | 0% | 1.1% | $1.74 |
 GPN | 0% | 1.31% | $1 |
 MU | 0% | 0.42% | $0.46 |
 DIS | 0% | 0.88% | $0.75 |
 V | 0% | 0.62% | $2.01 |
 GOOGL | 0% | 0.47% | $0.2 |
 INDA | 0% | 0.74% | - |
 NVDA | 0% | 0.03% | $0.02 |
 WDC | 0% | 0.18% | - |
 FG | 0% | 2.63% | $0.83 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
GOOG | Ex-Dividend | Jun 9, 2025 | $0.21 |
GOOGL | Ex-Dividend | Jun 9, 2025 | $0.21 |
JNJ | Pay Day | Jun 10, 2025 | $1.30 |
NVDA | Ex-Dividend | Jun 11, 2025 | $0.01 |
MSFT | Pay Day | Jun 12, 2025 | $0.83 |
BABA | Ex-Dividend | Jun 12, 2025 | $0.95 |
TSM | Ex-Dividend | Jun 12, 2025 | $0.68 |
INSW | Ex-Dividend | Jun 12, 2025 | $0.60 |
KO | Ex-Dividend | Jun 13, 2025 | $0.51 |
NTES | Pay Day | Jun 13, 2025 | $0.68 |
GPN | Ex-Dividend | Jun 13, 2025 | $0.25 |
GOOG | Pay Day | Jun 16, 2025 | $0.21 |
META | Ex-Dividend | Jun 16, 2025 | $0.52 |
MCD | Pay Day | Jun 16, 2025 | $1.77 |
FNF | Ex-Dividend | Jun 16, 2025 | $0.50 |
FG | Ex-Dividend | Jun 16, 2025 | $0.22 |
GOOGL | Pay Day | Jun 16, 2025 | $0.21 |
SBAC | Pay Day | Jun 17, 2025 | $1.11 |
WDC | Pay Day | Jun 18, 2025 | $0.10 |
ADI | Pay Day | Jun 18, 2025 | $0.99 |
PSN.L | Ex-Dividend | Jun 19, 2025 | $0.52 |
HSBA.L | Pay Day | Jun 20, 2025 | $0.10 |
SHEL.L | Pay Day | Jun 23, 2025 | $0.36 |
DIS | Ex-Dividend | Jun 24, 2025 | $0.50 |
META | Pay Day | Jun 26, 2025 | $0.52 |
QCOM | Pay Day | Jun 26, 2025 | $0.89 |
BME.L | Ex-Dividend | Jun 26, 2025 | $0.13 |
INSW | Pay Day | Jun 26, 2025 | $0.60 |
GPN | Pay Day | Jun 27, 2025 | $0.25 |
FNF | Pay Day | Jun 30, 2025 | $0.50 |
FG | Pay Day | Jun 30, 2025 | $0.22 |
NLY | Ex-Dividend | Jun 30, 2025 | $0.70 |
KO | Pay Day | Jul 1, 2025 | $0.51 |
NVDA | Pay Day | Jul 3, 2025 | $0.01 |
BABA | Pay Day | Jul 10, 2025 | $0.95 |
TSM | Pay Day | Jul 10, 2025 | $0.68 |
PSN.L | Pay Day | Jul 11, 2025 | $0.52 |
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 |
TMUS | Ex-Dividend | Aug 29, 2025 | $0.88 |
TMUS | Pay Day | Sep 11, 2025 | $0.88 |
KWEB | Pay Day | Dec 18, 2025 | $0.00 |
ACWI | Pay Day | Dec 20, 2025 | $0.00 |
INDA | Pay Day | Dec 20, 2025 | $0.00 |
MCHI | 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
0.37
0.37
0
0.5
1
1.5
1.5
Sortino Ratio
0.66
0.66
0
1
2
3
3
Jensen's Alpha
6.85
6.85
-2
0
2
7
7
Omega Ratio
1.21
1.21
0
1
1.5
2.5
2.5
Treynor Ratio
1.19
1.19
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
0.37
0.37
0
0.5
1
1.5
1.5
Sortino Ratio
0.66
0.66
0
1
2
3
3
Jensen's Alpha
6.85
6.85
-2
0
2
7
7
Omega Ratio
1.21
1.21
0
1
1.5
2.5
2.5
Treynor Ratio
1.19
1.19
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
32.19
High:
LGEN.L
90.17LGEN.LLow:
CSIQ
-72.73CSIQDetails
PEG Ratio
172.05
High:
KO
10,128.43KOLow:
NIO
-56.76NIODetails
Price/Book
10.58
High:
MA
79.86MALow:NIO
-139.34NIODetails
Price/Sales
7.38
High:
MSTR
205.94MSTRLow:
CPI.L
0.12CPI.LDetails
Price/CF
21.48
High:
TTWO
18,296.3TTWOLow:
FG
0.76FGDetails
Price/FCF
39.45
High:MSTR
1,187.5MSTRLow:FG
0.78FGDetails
P/E Ratio
32.19
High:LGEN.L
90.17LGEN.LLow:CSIQ
-72.73CSIQDetails
PEG Ratio
172.05
High:KO
10,128.43KOLow:NIO
-56.76NIODetails
Price/Book
10.58
High:MA
79.86MALow:NIO
-139.34NIODetails
Price/Sales
7.38
High:MSTR
205.94MSTRLow:CPI.L
0.12CPI.LDetails
Price/CF
21.48
High:TTWO
18,296.3TTWOLow:FG
0.76FGDetails
Price/FCF
39.45
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 | - | 5 |
-11.24% | May 2021 | Aug 2021 | 3 |
-10.08% | Sep 2021 | Oct 2021 | 1 |
-2% | Dec 2024 | Jan 2025 | 1 |