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-4.68%
This Month
+1.22%
Year To Date
+63.29%
2 Years
+29.8%
5 Years
+45.13%
10 Years
+4.92%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services22.46%
- 💵 Cash15.88%
- 💰 Finance14.31%
- ⛏️ Energy Minerals11.5%
- 🪙 Cryptocurrencies10.92%
- 💻 Electronic Technology9.21%
- 💇♀️ Consumer Services6.44%
- 🏥 Health Services3.94%
- 💼 Commercial Services3.25%
- 🚗 Consumer Durables3.04%
- 🛠️ Producer Manufacturing1.35%
- ⚡ Utilities0.65%
- 🍞 Consumer Non Durables0.32%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE46.93%
- 🇺🇸 Nasdaq27.98%
- 🌍 Digital Currency10.92%
- 🇭🇰 Hong Kong Exchanges1.54%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States72.52%
- 🇫🇮 Finland2.08%
- 🇨🇳 China1.54%
- 🇨🇦 Canada0.32%
Dividends
Dividend Yield
1.16%
15 out of 30 instruments pay dividend.
6 dividend payments in the next 30 days.
Highest Dividend: $MPT (6.99%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 MPT | 0.32% | 6.99% | $0.6 |
 SPG | 0.3% | 4.27% | $7.75 |
 OXY | 0.2% | 1.7% | $0.8 |
 UNH | 0.07% | 2.25% | $7.74 |
 CCL | 0.07% | 1.08% | - |
 ORCL | 0.06% | 0.86% | $1.6 |
 HPQ | 0.03% | 4.61% | $1.1 |
 MSFT | 0.03% | 0.83% | $3 |
 EXC | 0.02% | 3.71% | $1.48 |
 0700.HK | 0.02% | 1.16% | $3.4 |
 GOOG | 0.02% | 0.23% | $0.2 |
 NOK | 0.02% | 0.72% | $0.1 |
 AAPL | 0.01% | 0.34% | $0.97 |
 AVGO | 0.01% | 0.62% | $19.7 |
 NVDA | 0% | 0.13% | $0.02 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
GOOG | Ex-Dividend | Jun 8, 2026 | $0.22 |
SPG | Ex-Dividend | Jun 9, 2026 | $2.25 |
HPQ | Ex-Dividend | Jun 10, 2026 | $0.30 |
OXY | Ex-Dividend | Jun 10, 2026 | $0.26 |
MSFT | Pay Day | Jun 11, 2026 | $0.91 |
GOOG | Pay Day | Jun 15, 2026 | $0.22 |
EXC | Pay Day | Jun 15, 2026 | $0.42 |
MPT | Ex-Dividend | Jun 18, 2026 | $0.09 |
NVDA | Pay Day | Jun 26, 2026 | $0.25 |
SPG | Pay Day | Jun 30, 2026 | $2.25 |
HPQ | Pay Day | Jul 1, 2026 | $0.30 |
OXY | Pay Day | Jul 15, 2026 | $0.26 |
MPT | Pay Day | Jul 16, 2026 | $0.09 |
Performance Metrics
Score 3.1/10
Beta
1.21
1.21
0
0.8
1.2
0
2
Sharpe Ratio
0.21
0.21
0
0.5
1
1.5
1.5
Sortino Ratio
0.35
0.35
0
1
2
3
3
Jensen's Alpha
-6.68
-6.68
-7
0
2
4.5
4.5
Omega Ratio
0.86
0.86
0
1
1.5
2.5
2.5
Treynor Ratio
0.47
0.47
0
0.75
1.25
2
2
Information Ratio
-0.19
-0.19
-1
0.3
0.6
1
1
Calmar Ratio
0.08
0.08
0
0.3
0.6
1
1
Beta
1.21
1.21
0
0.8
1.2
0
2
Sharpe Ratio
0.21
0.21
0
0.5
1
1.5
1.5
Sortino Ratio
0.35
0.35
0
1
2
3
3
Jensen's Alpha
-6.68
-6.68
-7
0
2
4.5
4.5
Omega Ratio
0.86
0.86
0
1
1.5
2.5
2.5
Treynor Ratio
0.47
0.47
0
0.75
1.25
2
2
Information Ratio
-0.19
-0.19
-1
0.3
0.6
1
1
Calmar Ratio
0.08
0.08
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
32.39
High:
MQ
746.3MQLow:
NET
-1,081.92NETDetails
PEG Ratio
153.33
High:EXC
1,144.66EXCLow:MPT
-25.68MPTDetails
Price/Book
11.38
High:NET
62.18NETLow:HPQ
-167.01HPQDetails
Price/Sales
9.5
High:
SMR
205.5SMRLow:HPQ
0.42HPQDetails
Price/CF
22.3
High:
SKLZ
652.51SKLZLow:HPQ
4.2HPQDetails
Price/FCF
55.09
High:
03690.HK
387.8103690.HKLow:SKLZ
3.32SKLZDetails
P/E Ratio
32.39
High:MQ
746.3MQLow:NET
-1,081.92NETDetails
PEG Ratio
153.33
High:EXC
1,144.66EXCLow:MPT
-25.68MPTDetails
Price/Book
11.38
High:NET
62.18NETLow:HPQ
-167.01HPQDetails
Price/Sales
9.5
High:SMR
205.5SMRLow:HPQ
0.42HPQDetails
Price/CF
22.3
High:SKLZ
652.51SKLZLow:HPQ
4.2HPQDetails
Price/FCF
55.09
High:03690.HK
387.8103690.HKLow:SKLZ
3.32SKLZDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-56.78% | Sep 2018 | Jun 2021 | 33 |
-43.71% | Jul 2021 | Nov 2024 | 40 |
-16.82% | Oct 2025 | - | 9 |
-4.71% | Mar 2025 | May 2025 | 2 |
-0.78% | Dec 2024 | Jan 2025 | 1 |