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-0.4%
This Month
+7.76%
Year To Date
+80.1%
2 Years
+315.17%
5 Years
+21.33%
10 Years
+3.37%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies62.58%
- 📊 ETFs19.61%
- 🖥️ Technology Services5%
- 💰 Finance2.87%
- 💻 Electronic Technology1.98%
- 🏭 Industrial Services1.87%
- 🍞 Consumer Non Durables1.43%
- 🚗 Consumer Durables1.31%
- 💇♀️ Consumer Services1.06%
- 🛍️ Retail Trade0.81%
- 🚚 Transportation0.77%
- 🧬 Health Technology0.46%
- 📡 Communications0.12%
- 🧪 Process Industries0.09%
- ⚡ Utilities0.01%
- 💵 Cash0%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency62.58%
- 🇺🇸 NYSE26.55%
- 🇺🇸 Nasdaq9.89%
- 🇺🇸 Chicago Board Options Exchange0.56%
- 🇩🇪 FRA0.39%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States15.59%
- 🇬🇷 Greece0.71%
- 🇮🇹 Italy0.64%
- 🇩🇪 Germany0.39%
- 🇨🇳 China0.28%
- 🇮🇱 Israel0.11%
- 🇬🇧 United Kingdom0.06%
Dividends
Dividend Yield
1.69%
31 out of 54 instruments pay dividend.
12 dividend payments in the next 30 days.
Highest Dividend: $ZIM (50.26%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 DIV | 1% | 6.3% | - |
 FSK | 0.18% | 13.62% | $2.47 |
 ET | 0.14% | 7.5% | $1.25 |
 NLY | 0.05% | 12.22% | $2.6 |
 SBLK | 0.03% | 4.09% | $1.82 |
 ZIM | 0.03% | 50.26% | $0.23 |
 MSFT | 0.03% | 0.67% | $3 |
 MO | 0.02% | 6.19% | $3.92 |
 P911.DE | 0.02% | 5.25% | $2.31 |
 PEP | 0.02% | 3.79% | $5.15 |
 O | 0.02% | 5.38% | $3.09 |
 IRM | 0.02% | 3.33% | $2.6 |
 JNJ | 0.01% | 2.85% | $4.81 |
 MCD | 0.01% | 2.25% | $6.53 |
 SPY | 0.01% | 1.16% | - |
 IYR | 0.01% | 2.49% | - |
 PG | 0.01% | 2.58% | $3.83 |
 ADC | 0.01% | 4.16% | $2.96 |
 TQQQ | 0.01% | 1.11% | - |
 XLRE | 0.01% | 3.34% | - |
 VZ | 0.01% | 6.11% | $2.66 |
 KO | 0.01% | 2.97% | $1.89 |
 AAPL | 0.01% | 0.43% | $0.97 |
 LYB | 0.01% | 9.84% | $5.09 |
 RACE | 0% | 0.72% | $2.64 |
 DIS | 0% | 0.85% | $0.75 |
 LIT | 0% | 0.69% | - |
 MPW | 0% | 6.94% | $0.6 |
 META | 0% | 0.27% | $1 |
 NVDA | 0% | 0.02% | $0.02 |
 NRG | 0% | 1.17% | $1.57 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
JNJ | Pay Day | Sep 9, 2025 | $1.30 |
ZIM | Pay Day | Sep 9, 2025 | $0.06 |
SBLK | Pay Day | Sep 10, 2025 | $0.05 |
MSFT | Pay Day | Sep 11, 2025 | $0.83 |
NVDA | Ex-Dividend | Sep 11, 2025 | $0.01 |
MPW | Ex-Dividend | Sep 11, 2025 | $0.08 |
KO | Ex-Dividend | Sep 15, 2025 | $0.51 |
MO | Ex-Dividend | Sep 15, 2025 | $1.06 |
O | Pay Day | Sep 15, 2025 | $0.27 |
IRM | Ex-Dividend | Sep 15, 2025 | $0.78 |
ADC | Pay Day | Sep 15, 2025 | $0.26 |
MCD | Pay Day | Sep 16, 2025 | $1.77 |
FSK | Ex-Dividend | Sep 17, 2025 | $0.70 |
PEP | Pay Day | Sep 30, 2025 | $1.42 |
KO | Pay Day | Oct 1, 2025 | $0.51 |
NVDA | Pay Day | Oct 2, 2025 | $0.01 |
FSK | Pay Day | Oct 2, 2025 | $0.70 |
IRM | Pay Day | Oct 3, 2025 | $0.78 |
MPW | Pay Day | Oct 9, 2025 | $0.08 |
VZ | Ex-Dividend | Oct 10, 2025 | $0.69 |
MO | Pay Day | Oct 10, 2025 | $1.06 |
VZ | Pay Day | Nov 3, 2025 | $0.69 |
Performance Metrics
Score 3.3/10
Beta
1.99
1.99
0
0.8
1.2
0
2
Sharpe Ratio
0.3
0.3
0
0.5
1
1.5
1.5
Sortino Ratio
0.57
0.57
0
1
2
3
3
Jensen's Alpha
-3.64
-3.64
-4
0
2
4.5
4.5
Omega Ratio
1.14
1.14
0
1
1.5
2.5
2.5
Treynor Ratio
0.82
0.82
0
0.75
1.25
2
2
Information Ratio
0.14
0.14
0
0.3
0.6
1
1
Calmar Ratio
0.04
0.04
0
0.3
0.6
1
1
Beta
1.99
1.99
0
0.8
1.2
0
2
Sharpe Ratio
0.3
0.3
0
0.5
1
1.5
1.5
Sortino Ratio
0.57
0.57
0
1
2
3
3
Jensen's Alpha
-3.64
-3.64
-4
0
2
4.5
4.5
Omega Ratio
1.14
1.14
0
1
1.5
2.5
2.5
Treynor Ratio
0.82
0.82
0
0.75
1.25
2
2
Information Ratio
0.14
0.14
0
0.3
0.6
1
1
Calmar Ratio
0.04
0.04
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
35.14
High:
IRM
671.38IRMLow:
GEVO
-6.77GEVODetails
PEG Ratio
2,430.5
High:
AAPL
24,772.26AAPLLow:GEVO
-33.59GEVODetails
Price/Book
12.18
High:AAPL
54.09AAPLLow:
MCD
-81.28MCDDetails
Price/Sales
9.36
High:
NVDA
24.8NVDALow:
ZIM
0.19ZIMDetails
Price/CF
25.9
High:
KO
233.26KOLow:ZIM
0.56ZIMDetails
Price/FCF
61.77
High:
PEP
5,253.35PEPLow:ZIM
0.87ZIMDetails
P/E Ratio
35.14
High:IRM
671.38IRMLow:GEVO
-6.77GEVODetails
PEG Ratio
2,430.5
High:AAPL
24,772.26AAPLLow:GEVO
-33.59GEVODetails
Price/Book
12.18
High:AAPL
54.09AAPLLow:MCD
-81.28MCDDetails
Price/Sales
9.36
High:NVDA
24.8NVDALow:ZIM
0.19ZIMDetails
Price/CF
25.9
High:KO
233.26KOLow:ZIM
0.56ZIMDetails
Price/FCF
61.77
High:PEP
5,253.35PEPLow:ZIM
0.87ZIMDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-77.65% | Jan 2020 | Feb 2021 | 13 |
-58.7% | Sep 2021 | - | 49 |
-21.5% | May 2021 | Aug 2021 | 3 |