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-8.27%
This Month
-12.1%
Year To Date
+5.76%
2 Years
-49.96%
5 Years
-98.83%
10 Years
-39.87%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies31.87%
- 🖥️ Technology Services15.27%
- 🛍️ Retail Trade7.86%
- 🧬 Health Technology4.88%
- 💰 Finance4.66%
- 🧩 Miscellaneous3.65%
- 💼 Commercial Services3.55%
- 🍞 Consumer Non Durables3.55%
- 📊 ETFs3.2%
- 🚗 Consumer Durables3.08%
- 💻 Electronic Technology2.98%
- 💇♀️ Consumer Services2.33%
- 🛠️ Producer Manufacturing2.33%
- 🧪 Process Industries1.77%
- 🚚 Transportation1.63%
- ⚡ Utilities1.37%
- 🏥 Health Services1.04%
- ⛏️ Energy Minerals0.47%
- 📡 Communications0.46%
- 🪨 Non Energy Minerals0.39%
- 📦 Distribution Services0.33%
- 💵 Cash0.21%
- 🏭 Industrial Services0.19%
- ❓ Other0.12%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency31.87%
- 🇺🇸 Nasdaq30.54%
- 🇺🇸 NYSE22.31%
- 🇬🇧 LSE3.58%
- 🇩🇪 FRA1.89%
- 🇫🇷 Euronext Paris1.79%
- 🇺🇸 Chicago Board Options Exchange1.51%
- 🇩🇰 Copenhagen Stock Exchange0.9%
- 🇳🇱 Euronext Amsterdam0.55%
- 🇨🇭 SIX0.53%
- 🇩🇪 Xetra ETFs0.41%
- 🇭🇰 Hong Kong Exchanges0.4%
- 🇳🇴 Oslo Stock Exchange0.39%
- Regular Trading Hours - RTH0.2%
- 🇺🇸 OTC Markets Stock Exchange0.07%
- 🇮🇹 Borsa Italiana0.02%
- 🇫🇮 Helsinki Stock Exchange0.02%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States41.13%
- 🇬🇧 United Kingdom3.54%
- 🇨🇳 China3.08%
- 🇫🇷 France2.29%
- 🇮🇱 Israel1.74%
- 🇩🇪 Germany1.72%
- 🇩🇰 Denmark1.31%
- 🇨🇦 Canada1.14%
- 🇧🇷 Brazil0.64%
- 🇨🇭 Switzerland0.63%
- 🇳🇱 Netherlands0.6%
- 🇮🇹 Italy0.55%
- 🇦🇹 Austria0.53%
- 🇸🇬 Singapore0.42%
- 🇳🇴 Norway0.39%
- 🇨🇾 Cyprus0.31%
- 🇭🇰 Hong Kong0.3%
- 🇺🇾 Uruguay0.2%
- 🇸🇪 Sweden0.19%
- 🇮🇪 Ireland0.17%
- 🇱🇺 Luxembourg0.15%
- 🇹🇼 Taiwan0.14%
- 🇰🇷 South Korea0.05%
- 🇰🇾 Cayman Islands0.03%
- 🇫🇮 Finland0.02%
Dividends
Dividend Yield
2.03%
134 out of 426 instruments pay dividend.
42 dividend payments in the next 30 days.
Highest Dividend: $WDI.DE (2352.94%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 PSEC | 0.69% | 22.81% | $0.72 |
 WDI.DE | 0.69% | 2352.94% | $0.2 |
 IEP | 0.08% | 26.63% | $4 |
 PLTK | 0.05% | 9.52% | $0.2 |
 RF.PA | 0.05% | 6.59% | $2.42 |
 RNO.PA | 0.04% | 8.06% | $1.85 |
 NWL | 0.03% | 7.29% | $0.28 |
 CMCSA | 0.03% | 5.64% | $1.2 |
 BLMN | 0.03% | 4.2% | $0.96 |
 FMC | 0.03% | 6.73% | $2.32 |
 PUM.DE | 0.03% | 2.23% | $0.82 |
 MPT | 0.02% | 6.99% | $0.6 |
 NKE | 0.02% | 3.76% | $1.45 |
 00384.HK | 0.02% | 7.22% | $0.55 |
 ATHM.CH | 0.02% | 13.73% | $1.68 |
 CCOI | 0.02% | 6.22% | $3.84 |
 SSPG.L | 0.01% | 2.61% | $0.04 |
 NVO | 0.01% | 2.81% | $0.98 |
 LW | 0.01% | 3.54% | $1.28 |
 CLX | 0.01% | 5.6% | $4.8 |
 GPN | 0.01% | 1.51% | $1 |
 SMWH.L | 0.01% | 3.38% | $0.32 |
 PAH3.DE | 0.01% | 4.86% | $2.56 |
 ONL | 0.01% | 2.74% | $0.4 |
 UNH | 0.01% | 2.25% | $7.74 |
 MTCH | 0.01% | 2.3% | - |
 RACE | 0.01% | 1.19% | $2.64 |
 ACN | 0.01% | 3.55% | $4.99 |
 PYPL | 0% | 1.01% | - |
 OMF | 0% | 7.58% | $4.04 |
 ZIM | 0% | 7.82% | $0.23 |
 VICI | 0% | 6.54% | $1.66 |
 RLX | 0% | 5.35% | $0.01 |
 MKTX | 0% | 2.55% | $2.92 |
 MSFT | 0% | 0.83% | $3 |
 BAX | 0% | 1.04% | $1.16 |
 PSKY | 0% | 1.89% | $0.2 |
 TME | 0% | 2.5% | $0.12 |
 TTE.PA | 0% | 4.38% | $3.06 |
 UN0.DE | 0% | 1.53% | - |
 BAM | 0% | 3.97% | $1.41 |
 INTU | 0% | 1.58% | $3.6 |
 E | 0% | 3.1% | $1.46 |
 ARES | 0% | 3.79% | $3.4 |
 META | 0% | 0.34% | $1 |
 KO | 0% | 2.7% | $1.89 |
 RNG | 0% | 0.34% | - |
 CRM | 0% | 0.9% | $0.4 |
 VRSK | 0% | 1.07% | $1.46 |
 V | 0% | 0.81% | $2.01 |
 DLO | 0% | 1.67% | - |
 RIO.L | 0% | 3.86% | $3.41 |
 EPR.OL | 0% | 4.02% | - |
 BKNG | 0% | 0.97% | $17.5 |
 MA | 0% | 0.68% | $2.46 |
 BLK | 0% | 2.16% | $20.2 |
 SHEL.L | 0% | 3.42% | $0.8 |
 ULVR.L | 0% | 4.08% | $1.47 |
 CBK.DE | 0% | 2.99% | $0.35 |
 VOD.L | 0% | 3.63% | $0.08 |
 RMS.PA | 0% | 1.12% | $25 |
 TSM | 0% | 0.69% | $1.74 |
 FAST | 0% | 1.97% | $1.48 |
 ORK.OL | 0% | 4.07% | $3 |
 TROW | 0% | 4.85% | $4.92 |
 RCL | 0% | 1.72% | - |
 BA.L | 0% | 1.87% | $0.3 |
 GOOG | 0% | 0.23% | $0.2 |
 HAL | 0% | 1.65% | $0.66 |
 PG | 0% | 3.02% | $3.83 |
 MC.PA | 0% | 2.69% | $13 |
 CALM | 0% | 6.46% | $1.87 |
 RSW.L | 0% | 1.48% | $0.76 |
 ADP | 0% | 2.91% | $5.45 |
 IBM | 0% | 2.26% | $6.65 |
 RVTY | 0% | 0.27% | $0.28 |
 RR.L | 0% | 0.75% | - |
 HUH1V.HE | 0% | 4.24% | $1.05 |
 LMT | 0% | 2.63% | $12.45 |
 VRSN | 0% | 1.1% | - |
 MONC.MI | 0% | 2.58% | $1.15 |
 KR | 0% | 2.26% | $1.16 |
 RHM.DE | 0% | 0.94% | $5.7 |
 MCD | 0% | 2.68% | $6.53 |
 AXP | 0% | 1.09% | $2.6 |
 BR | 0% | 2.55% | $3.2 |
 AMAT | 0% | 0.4% | $1.44 |
 GAW.L | 0% | 2.53% | $5.5 |
 DIS | 0% | 1.51% | $0.75 |
 TSN | 0% | 3.61% | $1.96 |
 NVDA | 0% | 0.13% | $0.02 |
 PFE | 0% | 6.69% | $1.66 |
 CARR | 0% | 1.37% | $0.76 |
 WM | 0% | 1.63% | $2.9 |
 PEP | 0% | 4.08% | $5.15 |
 JPM | 0% | 1.93% | $4.4 |
 BN.US | 0% | 0.57% | $0.3 |
 NESN.ZU | 0% | 4.03% | $3 |
 CAT | 0% | 0.65% | $5.31 |
 BABA | 0% | 0.82% | $0.98 |
 9992.HK | 0% | 1.54% | - |
 TECK | 0% | 0.53% | $0.37 |
 CMI | 0% | 1.19% | $6.72 |
 AVGO | 0% | 0.62% | $19.7 |
 DELL | 0% | 0.54% | $1.63 |
 FCFS | 0% | 0.76% | $1.4 |
 SIMO | 0% | 0.85% | $1.49 |
 LLY | 0% | 0.57% | $4.86 |
 STX.US | 0% | 0.33% | $2.8 |
 LRCX | 0% | 0.32% | $8 |
 SMSN.L | 0% | 0.4% | $23.68 |
 STLD | 0% | 0.76% | $1.77 |
 QIA.DE | 0% | 0.71% | - |
 AAL.L | 0% | 0.43% | $0.77 |
 GLW | 0% | 0.59% | $1.12 |
 ASML.NV | 0% | 0.52% | $6.1 |
 WDC | 0% | 0.09% | - |
 BMNR | 0% | 0.06% | - |
 ENS.US | 0% | 0.44% | $0.9 |
 MRVL | 0% | 0.08% | $0.24 |
 MPWR | 0% | 0.42% | $4.5 |
 MKC | 0% | 4.03% | $1.62 |
 ENR.DE | 0% | 0.44% | - |
 SMT.L | 0% | 0.31% | $0.03 |
 AAPL | 0% | 0.34% | $0.97 |
 AGX | 0% | 0.27% | $1.15 |
 MU | 0% | 0.05% | $0.46 |
 GEV | 0% | 0.18% | - |
 FIX | 0% | 0.14% | $1.02 |
 POWL | 0% | 0.12% | $1.06 |
 BAYN.DE | 0% | 0.31% | $0.11 |
 PWR | 0% | 0.06% | $0.35 |
 VRT | 0% | 0.07% | $0.06 |
 ISF.L | 0% | -0.03% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
MCD | Pay Day | Jun 16, 2026 | $1.86 |
ARES | Ex-Dividend | Jun 16, 2026 | $1.35 |
GEV | Ex-Dividend | Jun 16, 2026 | $0.50 |
WDC | Pay Day | Jun 17, 2026 | $0.15 |
LRCX | Ex-Dividend | Jun 17, 2026 | $0.26 |
POWL | Pay Day | Jun 17, 2026 | $0.09 |
ENS.US | Ex-Dividend | Jun 18, 2026 | $0.26 |
WM | Pay Day | Jun 18, 2026 | $0.94 |
MPT | Ex-Dividend | Jun 18, 2026 | $0.09 |
BLK | Pay Day | Jun 23, 2026 | $5.73 |
HAL | Pay Day | Jun 24, 2026 | $0.17 |
STX.US | Ex-Dividend | Jun 24, 2026 | $0.74 |
META | Pay Day | Jun 25, 2026 | $0.53 |
PYPL | Pay Day | Jun 25, 2026 | $0.14 |
IEP | Pay Day | Jun 25, 2026 | $0.50 |
LMT | Pay Day | Jun 26, 2026 | $3.45 |
NVDA | Pay Day | Jun 26, 2026 | $0.25 |
ULVR.L | Pay Day | Jun 26, 2026 | $0.55 |
SSPG.L | Pay Day | Jun 26, 2026 | $0.02 |
GPN | Pay Day | Jun 26, 2026 | $0.25 |
PSEC | Ex-Dividend | Jun 26, 2026 | $0.04 |
GLW | Pay Day | Jun 29, 2026 | $0.28 |
TROW | Pay Day | Jun 29, 2026 | $1.30 |
SHEL.L | Pay Day | Jun 29, 2026 | $0.39 |
DIS | Ex-Dividend | Jun 30, 2026 | $0.75 |
PEP | Pay Day | Jun 30, 2026 | $1.48 |
TTE.PA | Ex-Dividend | Jun 30, 2026 | $1.01 |
BKNG | Pay Day | Jun 30, 2026 | $0.42 |
FMC | Ex-Dividend | Jun 30, 2026 | $0.08 |
STLD | Ex-Dividend | Jun 30, 2026 | $0.53 |
VRSK | Pay Day | Jun 30, 2026 | $0.50 |
BN.US | Pay Day | Jun 30, 2026 | $0.07 |
TECK | Pay Day | Jun 30, 2026 | $0.09 |
ONL | Ex-Dividend | Jun 30, 2026 | $0.02 |
BAM | Pay Day | Jun 30, 2026 | $0.50 |
ARES | Pay Day | Jun 30, 2026 | $1.35 |
KO | Pay Day | Jul 1, 2026 | $0.53 |
NKE | Pay Day | Jul 1, 2026 | $0.41 |
PSKY | Pay Day | Jul 1, 2026 | $0.05 |
CMCSA | Ex-Dividend | Jul 1, 2026 | $0.33 |
BAX | Pay Day | Jul 1, 2026 | $0.01 |
ADP | Pay Day | Jul 1, 2026 | $1.70 |
PWR | Ex-Dividend | Jul 1, 2026 | $0.11 |
ENS.US | Pay Day | Jul 2, 2026 | $0.26 |
TTE.PA | Pay Day | Jul 2, 2026 | $1.01 |
ATHM.CH | Ex-Dividend | Jul 2, 2026 | $0.66 |
CRM | Pay Day | Jul 2, 2026 | $0.44 |
RCL | Pay Day | Jul 2, 2026 | $1.50 |
BR | Pay Day | Jul 2, 2026 | $0.97 |
JPM | Ex-Dividend | Jul 6, 2026 | $1.50 |
MTCH | Ex-Dividend | Jul 7, 2026 | $0.20 |
STX.US | Pay Day | Jul 7, 2026 | $0.74 |
LRCX | Pay Day | Jul 8, 2026 | $0.26 |
INTU | Ex-Dividend | Jul 9, 2026 | $1.20 |
TSM | Pay Day | Jul 9, 2026 | $0.95 |
STLD | Pay Day | Jul 10, 2026 | $0.53 |
BABA | Pay Day | Jul 13, 2026 | $1.05 |
PWR | Pay Day | Jul 13, 2026 | $0.11 |
GEV | Pay Day | Jul 14, 2026 | $0.50 |
ONL | Pay Day | Jul 15, 2026 | $0.02 |
FMC | Pay Day | Jul 16, 2026 | $0.08 |
MPT | Pay Day | Jul 16, 2026 | $0.09 |
INTU | Pay Day | Jul 17, 2026 | $1.20 |
RVTY | Ex-Dividend | Jul 17, 2026 | $0.07 |
MTCH | Pay Day | Jul 21, 2026 | $0.20 |
DIS | Pay Day | Jul 22, 2026 | $0.75 |
CMCSA | Pay Day | Jul 22, 2026 | $0.33 |
PSEC | Pay Day | Jul 22, 2026 | $0.04 |
ATHM.CH | Pay Day | Jul 24, 2026 | $0.66 |
VOD.L | Pay Day | Jul 30, 2026 | $0.03 |
JPM | Pay Day | Jul 31, 2026 | $1.50 |
SIMO | Ex-Dividend | Aug 6, 2026 | $0.50 |
RVTY | Pay Day | Aug 7, 2026 | $0.07 |
SIMO | Pay Day | Aug 20, 2026 | $0.50 |
HUH1V.HE | Ex-Dividend | Sep 30, 2026 | $0.68 |
HUH1V.HE | Pay Day | Oct 8, 2026 | $0.68 |
Performance Metrics
Score 1.9/10
Beta
2.13
2.13
0
0.8
1.2
0
3
Sharpe Ratio
-0.53
-0.53
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.74
-0.74
-1
1
2
3
3
Jensen's Alpha
-44.39
-44.39
-45
0
2
4.5
4.5
Omega Ratio
0.49
0.49
0
1
1.5
2.5
2.5
Treynor Ratio
-1.28
-1.28
-2
0.75
1.25
2
2
Information Ratio
-0.81
-0.81
-1
0.3
0.6
1
1
Calmar Ratio
-0.39
-0.39
-1
0.3
0.6
1
1
Beta
2.13
2.13
0
0.8
1.2
0
3
Sharpe Ratio
-0.53
-0.53
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.74
-0.74
-1
1
2
3
3
Jensen's Alpha
-44.39
-44.39
-45
0
2
4.5
4.5
Omega Ratio
0.49
0.49
0
1
1.5
2.5
2.5
Treynor Ratio
-1.28
-1.28
-2
0.75
1.25
2
2
Information Ratio
-0.81
-0.81
-1
0.3
0.6
1
1
Calmar Ratio
-0.39
-0.39
-1
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
31.48
High:
TSLA
382.29TSLALow:
JAZZ
-13,046.74JAZZDetails
PEG Ratio
26.42
High:ACN
2,993.46ACNLow:
CRWD
-5,187.17CRWDDetails
Price/Book
7.35
High:
CVLT
669.14CVLTLow:CLX
-161.76CLXDetails
Price/Sales
6.13
High:
CRSP
1,333.2CRSPLow:
VERU
-VERUDetails
Price/CF
18.33
High:
MSTR
7,511.07MSTRLow:CBK.DE
0.14CBK.DEDetails
Price/FCF
49.55
High:ORK.OL
3,292.59ORK.OLLow:
BMBL
1.56BMBLDetails
P/E Ratio
31.48
High:TSLA
382.29TSLALow:JAZZ
-13,046.74JAZZDetails
PEG Ratio
26.42
High:ACN
2,993.46ACNLow:CRWD
-5,187.17CRWDDetails
Price/Book
7.35
High:CVLT
669.14CVLTLow:CLX
-161.76CLXDetails
Price/Sales
6.13
High:CRSP
1,333.2CRSPLow:VERU
-VERUDetails
Price/CF
18.33
High:MSTR
7,511.07MSTRLow:CBK.DE
0.14CBK.DEDetails
Price/FCF
49.55
High:ORK.OL
3,292.59ORK.OLLow:BMBL
1.56BMBLDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-99.38% | Feb 2018 | - | 101 |
-37.72% | Nov 2017 | Jan 2018 | 2 |