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+3.05%
Today
+2.7%
This Month
-4.62%
Year To Date
+51.39%
2 Years
+368.75%
5 Years
+1.29%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies56.28%
- 📊 ETFs21.22%
- 🖥️ Technology Services5.4%
- 💵 Cash3.48%
- 💰 Finance3.41%
- 🏭 Industrial Services2.18%
- 💻 Electronic Technology1.91%
- 🍞 Consumer Non Durables1.56%
- 🚗 Consumer Durables1.34%
- 💇♀️ Consumer Services1.17%
- 🛍️ Retail Trade0.83%
- 🚚 Transportation0.78%
- 🧬 Health Technology0.45%
- 📡 Communications0.13%
- 🧪 Process Industries0.09%
- ⚡ Utilities0.01%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency56.28%
- 🇺🇸 NYSE29.41%
- 🇺🇸 Nasdaq10.13%
- 🇺🇸 Chicago Board Options Exchange0.52%
- 🇩🇪 FRA0.42%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States17%
- 🇮🇹 Italy0.72%
- 🇬🇷 Greece0.7%
- 🇩🇪 Germany0.42%
- 🇨🇳 China0.2%
- 🇮🇱 Israel0.16%
- 🇬🇧 United Kingdom0.06%
Dividends
Dividend Yield
1.84%
31 out of 54 instruments pay dividend.
14 dividend payments in the next 30 days.
Highest Dividend: $ZIM (44.58%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 DIV | 1.04% | 5.88% | - |
 FSK | 0.2% | 11.74% | $2.47 |
 ET | 0.16% | 7.33% | $1.25 |
 SBLK | 0.06% | 8.76% | $1.82 |
 NLY | 0.06% | 14.3% | $2.6 |
 ZIM | 0.04% | 44.58% | $0.23 |
 MSFT | 0.03% | 0.69% | $3 |
 MO | 0.02% | 6.87% | $3.92 |
 P911.DE | 0.02% | 5.61% | $2.31 |
 PEP | 0.02% | 4.19% | $5.15 |
 O | 0.02% | 5.67% | $3.09 |
 IRM | 0.02% | 2.96% | $2.6 |
 JNJ | 0.01% | 3.27% | $4.81 |
 MCD | 0.01% | 2.26% | $6.53 |
 SPY | 0.01% | 1.29% | - |
 TQQQ | 0.01% | 1.79% | - |
 IYR | 0.01% | 2.58% | - |
 PG | 0.01% | 2.5% | $3.83 |
 ADC | 0.01% | 4.08% | $2.96 |
 XLRE | 0.01% | 3.38% | - |
 VZ | 0.01% | 6.23% | $2.66 |
 KO | 0.01% | 2.81% | $1.89 |
 AAPL | 0.01% | 0.5% | $0.97 |
 LYB | 0.01% | 9.69% | $5.09 |
 RACE | 0% | 0.67% | $2.64 |
 DIS | 0% | 0.89% | $0.75 |
 LIT | 0% | 1.03% | - |
 MPW | 0% | 7.24% | $0.6 |
 META | 0% | 0.3% | $1 |
 NVDA | 0% | 0.03% | $0.02 |
 NRG | 0% | 1.09% | $1.57 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
LYB | Pay Day | Jun 9, 2025 | $1.37 |
ZIM | Pay Day | Jun 9, 2025 | $0.74 |
JNJ | Pay Day | Jun 10, 2025 | $1.30 |
NVDA | Ex-Dividend | Jun 11, 2025 | $0.01 |
MSFT | Pay Day | Jun 12, 2025 | $0.83 |
KO | Ex-Dividend | Jun 13, 2025 | $0.51 |
O | Pay Day | Jun 13, 2025 | $0.27 |
ADC | Pay Day | Jun 13, 2025 | $0.26 |
META | Ex-Dividend | Jun 16, 2025 | $0.52 |
MCD | Pay Day | Jun 16, 2025 | $1.77 |
MO | Ex-Dividend | Jun 16, 2025 | $1.02 |
IRM | Ex-Dividend | Jun 16, 2025 | $0.78 |
MPW | Ex-Dividend | Jun 18, 2025 | $0.08 |
FSK | Ex-Dividend | Jun 18, 2025 | $0.70 |
SBLK | Pay Day | Jun 20, 2025 | $0.05 |
DIS | Ex-Dividend | Jun 24, 2025 | $0.50 |
META | Pay Day | Jun 26, 2025 | $0.52 |
PEP | Pay Day | Jun 30, 2025 | $1.42 |
NLY | Ex-Dividend | Jun 30, 2025 | $0.70 |
KO | Pay Day | Jul 1, 2025 | $0.51 |
FSK | Pay Day | Jul 2, 2025 | $0.70 |
NVDA | Pay Day | Jul 3, 2025 | $0.01 |
IRM | Pay Day | Jul 3, 2025 | $0.78 |
MO | Pay Day | Jul 10, 2025 | $1.02 |
MPW | Pay Day | Jul 17, 2025 | $0.08 |
DIS | Pay Day | Jul 23, 2025 | $0.50 |
NLY | Pay Day | Jul 31, 2025 | $0.70 |
Performance Metrics
Score 3.1/10
Beta
2
2
0
0.8
1.2
0
3
Sharpe Ratio
0.27
0.27
0
0.5
1
1.5
1.5
Sortino Ratio
0.5
0.5
0
1
2
3
3
Jensen's Alpha
-3.26
-3.26
-4
0
2
4.5
4.5
Omega Ratio
1.12
1.12
0
1
1.5
2.5
2.5
Treynor Ratio
0.74
0.74
0
0.75
1.25
2
2
Information Ratio
0.12
0.12
0
0.3
0.6
1
1
Calmar Ratio
0.01
0.01
0
0.3
0.6
1
1
Beta
2
2
0
0.8
1.2
0
3
Sharpe Ratio
0.27
0.27
0
0.5
1
1.5
1.5
Sortino Ratio
0.5
0.5
0
1
2
3
3
Jensen's Alpha
-3.26
-3.26
-4
0
2
4.5
4.5
Omega Ratio
1.12
1.12
0
1
1.5
2.5
2.5
Treynor Ratio
0.74
0.74
0
0.75
1.25
2
2
Information Ratio
0.12
0.12
0
0.3
0.6
1
1
Calmar Ratio
0.01
0.01
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
33.63
High:
IRM
246.84IRMLow:
GEVO
-3.23GEVODetails
PEG Ratio
376.72
High:
KO
10,128.43KOLow:
NIO
-56.76NIODetails
Price/Book
11.55
High:
AAPL
44.87AAPLLow:NIO
-139.34NIODetails
Price/Sales
8.8
High:
NVDA
23.2NVDALow:
ZIM
0.23ZIMDetails
Price/CF
21.61
High:KO
282.33KOLow:ZIM
0.46ZIMDetails
Price/FCF
51.4
High:
PEP
5,253.35PEPLow:ZIM
0.6ZIMDetails
P/E Ratio
33.63
High:IRM
246.84IRMLow:GEVO
-3.23GEVODetails
PEG Ratio
376.72
High:KO
10,128.43KOLow:NIO
-56.76NIODetails
Price/Book
11.55
High:AAPL
44.87AAPLLow:NIO
-139.34NIODetails
Price/Sales
8.8
High:NVDA
23.2NVDALow:ZIM
0.23ZIMDetails
Price/CF
21.61
High:KO
282.33KOLow:ZIM
0.46ZIMDetails
Price/FCF
51.4
High:PEP
5,253.35PEPLow:ZIM
0.6ZIMDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-77.65% | Jan 2020 | Feb 2021 | 13 |
-58.7% | Sep 2021 | - | 46 |
-21.5% | May 2021 | Aug 2021 | 3 |