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+6.37%
This Month
+21.95%
Year To Date
+53.54%
2 Years
+46.79%
5 Years
+46.79%
10 Years
+10.78%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies26.24%
- 📊 ETFs22.37%
- 💻 Electronic Technology20.61%
- 🖥️ Technology Services19.5%
- 🛍️ Retail Trade4.7%
- 🚗 Consumer Durables2.59%
- 💰 Finance2.05%
- 🧩 Miscellaneous0.99%
- ⚡ Utilities0.94%
- 💵 Cash0.02%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq46.09%
- 🌍 Digital Currency26.24%
- 🇺🇸 NYSE11.11%
- 🇩🇪 Xetra ETFs7.05%
- 🇬🇧 LSE4.77%
- 🇺🇸 Chicago Board Options Exchange4.72%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States46.85%
- 🇹🇼 Taiwan2.59%
- 🇬🇧 United Kingdom0.99%
- 🇮🇳 India0.94%
Dividends
Dividend Yield
0.33%
20 out of 50 instruments pay dividend.
5 dividend payments in the next 30 days.
Highest Dividend: $BLOK (4.54%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 MSFT | 0.05% | 0.65% | $3 |
 BLOK | 0.05% | 4.54% | - |
 ARKI.L | 0.03% | 3.34% | - |
 AAPL | 0.03% | 0.43% | $0.97 |
 JPM | 0.03% | 1.72% | $4.4 |
 TSM | 0.02% | 0.94% | $1.74 |
 AVGO | 0.02% | 0.66% | $19.7 |
 GOOGL | 0.02% | 0.33% | $0.2 |
 URA | 0.02% | 1.91% | - |
 META | 0.01% | 0.33% | $1 |
 ORCL | 0.01% | 0.62% | $1.6 |
 IAI.US | 0.01% | 0.96% | - |
 GS | 0.01% | 1.66% | $11 |
 SOXX | 0.01% | 0.69% | - |
 SIXG | 0.01% | 0.69% | - |
 XLK | 0.01% | 0.61% | - |
 ITA | 0.01% | 0.58% | - |
 SMH | 0% | 0.38% | - |
 IYW | 0% | 0.19% | - |
 NVDA | 0% | 0.02% | $0.02 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
META | Ex-Dividend | Sep 22, 2025 | $0.52 |
AVGO | Ex-Dividend | Sep 22, 2025 | $0.59 |
META | Pay Day | Sep 29, 2025 | $0.52 |
GS | Pay Day | Sep 29, 2025 | $4.00 |
AVGO | Pay Day | Sep 30, 2025 | $0.59 |
NVDA | Pay Day | Oct 2, 2025 | $0.01 |
ORCL | Ex-Dividend | Oct 9, 2025 | $0.50 |
TSM | Pay Day | Oct 9, 2025 | $0.82 |
ORCL | Pay Day | Oct 23, 2025 | $0.50 |
MSFT | Ex-Dividend | Nov 20, 2025 | $0.91 |
MSFT | Pay Day | Dec 11, 2025 | $0.91 |
SMH | Pay Day | Dec 24, 2025 | $0.00 |
BLOK | Pay Day | Dec 31, 2025 | $0.00 |
Performance Metrics
Score 4.7/10
Beta
0.89
0.89
0
0.8
1.2
0
2
Sharpe Ratio
0.37
0.37
0
0.5
1
1.5
1.5
Sortino Ratio
0.57
0.57
0
1
2
3
3
Jensen's Alpha
0.9
0.9
-2
0
2
4.5
4.5
Omega Ratio
1.02
1.02
0
1
1.5
2.5
2.5
Treynor Ratio
0.59
0.59
0
0.75
1.25
2
2
Information Ratio
0.02
0.02
0
0.3
0.6
1
1
Calmar Ratio
0.53
0.53
0
0.3
0.6
1
1
Beta
0.89
0.89
0
0.8
1.2
0
2
Sharpe Ratio
0.37
0.37
0
0.5
1
1.5
1.5
Sortino Ratio
0.57
0.57
0
1
2
3
3
Jensen's Alpha
0.9
0.9
-2
0
2
4.5
4.5
Omega Ratio
1.02
1.02
0
1
1.5
2.5
2.5
Treynor Ratio
0.59
0.59
0
0.75
1.25
2
2
Information Ratio
0.02
0.02
0
0.3
0.6
1
1
Calmar Ratio
0.53
0.53
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
38.06
High:
PLTR
568.99PLTRLow:
JPM
15.85JPMDetails
PEG Ratio
3,493.1
High:
AAPL
24,459.55AAPLLow:
GS
37.82GSDetails
Price/Book
14.22
High:PLTR
68.49PLTRLow:GS
2.19GSDetails
Price/Sales
10.4
High:PLTR
127.54PLTRLow:GS
1.99GSDetails
Price/CF
27.14
High:PLTR
202PLTRLow:GS
3.27GSDetails
Price/FCF
55.95
High:
ORCL
348.36ORCLLow:GS
3.62GSDetails
P/E Ratio
38.06
High:PLTR
568.99PLTRLow:JPM
15.85JPMDetails
PEG Ratio
3,493.1
High:AAPL
24,459.55AAPLLow:GS
37.82GSDetails
Price/Book
14.22
High:PLTR
68.49PLTRLow:GS
2.19GSDetails
Price/Sales
10.4
High:PLTR
127.54PLTRLow:GS
1.99GSDetails
Price/CF
27.14
High:PLTR
202PLTRLow:GS
3.27GSDetails
Price/FCF
55.95
High:ORCL
348.36ORCLLow:GS
3.62GSDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-17.26% | Feb 2025 | Jun 2025 | 4 |
-13.62% | Apr 2022 | Jan 2023 | 9 |
-8.54% | Aug 2023 | Dec 2023 | 4 |
-6.76% | Feb 2023 | Jul 2023 | 5 |
-4.21% | Jul 2024 | Jan 2025 | 6 |
-3.47% | Apr 2024 | May 2024 | 1 |
-1.51% | Feb 2022 | Mar 2022 | 1 |