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+3.1%
This Month
+4.85%
Year To Date
+26.53%
2 Years
+38.15%
5 Years
-24.94%
10 Years
-3.14%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash34.56%
- 📊 ETFs22.56%
- 🖥️ Technology Services15.18%
- 🪙 Cryptocurrencies13.99%
- 💰 Finance7.42%
- 💻 Electronic Technology6.79%
- 🧩 Miscellaneous5.28%
- 🛍️ Retail Trade2.54%
- 🍞 Consumer Non Durables1.78%
- 💼 Commercial Services1.16%
- 💇♀️ Consumer Services1.1%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq34.62%
- 🇺🇸 NYSE23.93%
- 🌍 Digital Currency13.99%
- 🇬🇧 LSE3.71%
- 🇺🇸 Chicago Board Options Exchange1.56%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States31.98%
- 🇨🇴 Colombia2.83%
- 🇬🇧 United Kingdom1.81%
Dividends
Dividend Yield
0.81%
15 out of 40 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $IVR (21.45%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 IVR | 0.26% | 21.45% | $1.6 |
 ARR | 0.24% | 19.21% | $3.84 |
 CIB | 0.07% | 2.61% | $3.37 |
 O | 0.06% | 5.71% | $3.09 |
 IRM | 0.03% | 2.87% | $2.6 |
 MCD | 0.03% | 2.93% | $6.53 |
 PEP | 0.03% | 4.39% | $5.15 |
 KO | 0.02% | 2.35% | $1.89 |
 MSFT | 0.02% | 0.73% | $3 |
 DIA.US | 0.01% | 1.36% | - |
 GOOG | 0.01% | 0.24% | $0.2 |
 META | 0.01% | 0.28% | $1 |
 AAPL | 0.01% | 0.31% | $0.97 |
 NVDA | 0% | 0.12% | $0.02 |
 MU | 0% | 0.05% | $0.46 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
IVR | Ex-Dividend | Sep 25, 2026 | $0.12 |
META | Pay Day | Sep 28, 2026 | $0.53 |
CIB | Ex-Dividend | Sep 30, 2026 | $3.71 |
O | Ex-Dividend | Oct 1, 2026 | $0.27 |
MU | Ex-Dividend | Oct 6, 2026 | $0.15 |
ARR | Ex-Dividend | Oct 15, 2026 | $0.24 |
AAPL | Ex-Dividend | Nov 10, 2026 | $0.27 |
MSFT | Ex-Dividend | Nov 20, 2026 | $0.91 |
MCD | Ex-Dividend | Dec 1, 2026 | $1.86 |
GOOG | Ex-Dividend | Dec 4, 2026 | $0.22 |
PEP | Ex-Dividend | Dec 4, 2026 | $1.48 |
NVDA | Ex-Dividend | Dec 10, 2026 | $0.25 |
KO | Ex-Dividend | Dec 15, 2026 | $0.53 |
IRM | Ex-Dividend | Dec 15, 2026 | $0.86 |
META | Ex-Dividend | Dec 21, 2026 | $0.53 |
Performance Metrics
Score 2.4/10
Beta
1.14
1.14
0
0.8
1.2
0
2
Sharpe Ratio
-0.07
-0.07
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.1
-0.1
-1
1
2
3
3
Jensen's Alpha
-14
-14
-15
0
2
4.5
4.5
Omega Ratio
0.6
0.6
0
1
1.5
2.5
2.5
Treynor Ratio
-0.15
-0.15
-1
0.75
1.25
2
2
Information Ratio
-0.64
-0.64
-1
0.3
0.6
1
1
Calmar Ratio
-0.05
-0.05
-1
0.3
0.6
1
1
Beta
1.14
1.14
0
0.8
1.2
0
2
Sharpe Ratio
-0.07
-0.07
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.1
-0.1
-1
1
2
3
3
Jensen's Alpha
-14
-14
-15
0
2
4.5
4.5
Omega Ratio
0.6
0.6
0
1
1.5
2.5
2.5
Treynor Ratio
-0.15
-0.15
-1
0.75
1.25
2
2
Information Ratio
-0.64
-0.64
-1
0.3
0.6
1
1
Calmar Ratio
-0.05
-0.05
-1
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
29.82
High:IRM
133.42IRMLow:
CRWD
-3,974.1CRWDDetails
PEG Ratio
-605.27
High:O
494.14OLow:CRWD
-5,401.66CRWDDetails
Price/Book
11.82
High:AAPL
46.16AAPLLow:MCD
-151.69MCDDetails
Price/Sales
9.46
High:
GROW.L
59.96GROW.LLow:CIB
1.87CIBDetails
Price/CF
22.14
High:CRWD
63.19CRWDLow:IVR
4.03IVRDetails
Price/FCF
49.45
High:
AMZN
325.85AMZNLow:CIB
12.2CIBDetails
P/E Ratio
29.82
High:IRM
133.42IRMLow:CRWD
-3,974.1CRWDDetails
PEG Ratio
-605.27
High:O
494.14OLow:CRWD
-5,401.66CRWDDetails
Price/Book
11.82
High:AAPL
46.16AAPLLow:MCD
-151.69MCDDetails
Price/Sales
9.46
High:GROW.L
59.96GROW.LLow:CIB
1.87CIBDetails
Price/CF
22.14
High:CRWD
63.19CRWDLow:IVR
4.03IVRDetails
Price/FCF
49.45
High:AMZN
325.85AMZNLow:CIB
12.2CIBDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-75.38% | Jan 2018 | - | 105 |
-13.21% | Sep 2017 | Dec 2017 | 3 |