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+0.58%
Today
+2.44%
This Month
+2.47%
Year To Date
+57.4%
2 Years
+17.51%
5 Years
+1.75%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs31.72%
- 🪙 Cryptocurrencies26.8%
- 💵 Cash12.79%
- 💰 Finance6.48%
- 💻 Electronic Technology5.62%
- 🖥️ Technology Services4.52%
- 🛍️ Retail Trade4.33%
- 🛠️ Producer Manufacturing4.29%
- 🍞 Consumer Non Durables2.22%
- 🪨 Non Energy Minerals1.73%
- 🧩 Miscellaneous0.62%
- 🧪 Process Industries0.6%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE42.01%
- 🌍 Digital Currency26.8%
- 🇺🇸 Nasdaq12.24%
- 🇬🇧 LSE2.62%
- 🇩🇪 Xetra ETFs1.89%
- 🇺🇸 Chicago Board Options Exchange1.84%
- 🇭🇰 Hong Kong Exchanges1.55%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States22.86%
- 🇳🇱 Netherlands2.32%
- 🇨🇭 Switzerland2.22%
- 🇨🇳 China1.55%
- 🇬🇧 United Kingdom0.85%
Dividends
Dividend Yield
0.61%
20 out of 34 instruments pay dividend.
4 dividend payments in the next 30 days.
Highest Dividend: $SCHD (3.97%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 SPXL | 0.18% | 0.88% | - |
 SOXL | 0.06% | 2.17% | - |
 DG.US | 0.06% | 2.08% | $2.36 |
 MWA | 0.05% | 1.08% | $0.25 |
 TQQQ | 0.04% | 1.41% | - |
 JPM | 0.04% | 1.99% | $4.4 |
 BLK | 0.03% | 2.08% | $20.2 |
 EDV.L | 0.03% | 3.2% | $0.64 |
 SCHD | 0.02% | 3.97% | - |
 ASML | 0.02% | 0.78% | $5.57 |
 INDA | 0.01% | 0.74% | - |
 0700.HK | 0.01% | 0.88% | $3.4 |
 FCF | 0.01% | 3.32% | $0.51 |
 FCX | 0.01% | 1.45% | $0.6 |
 KWEB | 0.01% | 3.09% | - |
 MSFT | 0.01% | 0.69% | $3 |
 ATR | 0.01% | 1.17% | $1.64 |
 AVGO | 0.01% | 0.91% | $19.7 |
 AAPL | 0% | 0.5% | $0.97 |
 NVDA | 0% | 0.03% | $0.02 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
NVDA | Ex-Dividend | Jun 11, 2025 | $0.01 |
MSFT | Pay Day | Jun 12, 2025 | $0.83 |
AVGO | Ex-Dividend | Jun 20, 2025 | $0.59 |
BLK | Pay Day | Jun 23, 2025 | $5.21 |
AVGO | Pay Day | Jun 30, 2025 | $0.59 |
JPM | Ex-Dividend | Jul 3, 2025 | $1.40 |
NVDA | Pay Day | Jul 3, 2025 | $0.01 |
JPM | Pay Day | Jul 31, 2025 | $1.40 |
KWEB | Pay Day | Dec 18, 2025 | $1.02 |
INDA | Pay Day | Dec 20, 2025 | $0.40 |
Performance Metrics
Score 2.7/10
Beta
0.83
0.83
0
0.8
1.2
0
2
Sharpe Ratio
0.07
0.07
0
0.5
1
1.5
1.5
Sortino Ratio
0.1
0.1
0
1
2
3
3
Jensen's Alpha
-6.98
-6.98
-7
0
2
4.5
4.5
Omega Ratio
0.65
0.65
0
1
1.5
2.5
2.5
Treynor Ratio
0.18
0.18
0
0.75
1.25
2
2
Information Ratio
-0.47
-0.47
-1
0.3
0.6
1
1
Calmar Ratio
0.03
0.03
0
0.3
0.6
1
1
Beta
0.83
0.83
0
0.8
1.2
0
2
Sharpe Ratio
0.07
0.07
0
0.5
1
1.5
1.5
Sortino Ratio
0.1
0.1
0
1
2
3
3
Jensen's Alpha
-6.98
-6.98
-7
0
2
4.5
4.5
Omega Ratio
0.65
0.65
0
1
1.5
2.5
2.5
Treynor Ratio
0.18
0.18
0
0.75
1.25
2
2
Information Ratio
-0.47
-0.47
-1
0.3
0.6
1
1
Calmar Ratio
0.03
0.03
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
28.17
High:
AVGO
92.78AVGOLow:
EDV.L
-70.19EDV.LDetails
PEG Ratio
155.74
High:AVGO
643.06AVGOLow:
0700.HK
40.460700.HKDetails
Price/Book
5.96
High:
AAPL
45.61AAPLLow:
FCF
1.11FCFDetails
Price/Sales
6.21
High:
NVDA
23.49NVDALow:
DG.US
0.61DG.USDetails
Price/CF
26.18
High:
TTWO
18,296.3TTWOLow:EDV.L
4.29EDV.LDetails
Price/FCF
50.65
High:TTWO
156.65TTWOLow:EDV.L
8.74EDV.LDetails
P/E Ratio
28.17
High:AVGO
92.78AVGOLow:EDV.L
-70.19EDV.LDetails
PEG Ratio
155.74
High:AVGO
643.06AVGOLow:0700.HK
40.460700.HKDetails
Price/Book
5.96
High:AAPL
45.61AAPLLow:FCF
1.11FCFDetails
Price/Sales
6.21
High:NVDA
23.49NVDALow:DG.US
0.61DG.USDetails
Price/CF
26.18
High:TTWO
18,296.3TTWOLow:EDV.L
4.29EDV.LDetails
Price/FCF
50.65
High:TTWO
156.65TTWOLow:EDV.L
8.74EDV.LDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-39.55% | Sep 2020 | Nov 2024 | 50 |
-12.71% | Dec 2024 | - | 7 |
-10.17% | Aug 2019 | May 2020 | 9 |