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+0.57%
Today
-3.2%
This Month
-16.48%
Year To Date
+32.41%
2 Years
+92.07%
5 Years
-7.52%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies25.01%
- 📊 ETFs24%
- 🖥️ Technology Services17.51%
- 💵 Cash15.75%
- 💰 Finance7.92%
- 💻 Electronic Technology5.19%
- 💼 Commercial Services4.94%
- 🛍️ Retail Trade2.36%
- ❓ Other0.85%
- ⛏️ Energy Minerals0.81%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq31.54%
- 🌍 Digital Currency25.01%
- 🇺🇸 NYSE21.14%
- 🇬🇧 LSE8.47%
- 🇺🇸 Chicago Board Options Exchange2.44%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States32.24%
- 🇬🇧 United Kingdom4.94%
- 🇮🇱 Israel1.56%
Dividends
Dividend Yield
0.91%
20 out of 36 instruments pay dividend.
3 dividend payments in the next 30 days.
Highest Dividend: $NLY (14.8%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 O | 0.16% | 5.42% | $3.09 |
 BIL | 0.14% | 4.85% | - |
 IRM | 0.11% | 3.4% | $2.6 |
 DEC.L | 0.08% | 10.08% | $1.83 |
 NLY | 0.08% | 14.8% | $2.6 |
 LAND | 0.07% | 5.86% | $0.56 |
 ACWI | 0.05% | 1.72% | - |
 TQQQ | 0.04% | 1.72% | - |
 REL.L | 0.04% | 1.6% | $0.59 |
 MSFT | 0.02% | 0.88% | $3 |
 DIA.US | 0.02% | 1.59% | - |
 SSO | 0.02% | 0.94% | - |
 GOOG | 0.02% | 0.52% | $0.2 |
 AAPL | 0.02% | 0.51% | $0.97 |
 INDA | 0.01% | 0.78% | - |
 VGT | 0.01% | 0.59% | - |
 META | 0.01% | 0.4% | $1 |
 UPRO | 0.01% | 1.2% | - |
 CQQQ | 0% | 0.23% | - |
 NVDA | 0% | 0.04% | $0.02 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
LAND | Ex-Dividend | Apr 21, 2025 | $0.05 |
NLY | Pay Day | Apr 30, 2025 | $0.70 |
LAND | Pay Day | Apr 30, 2025 | $0.05 |
O | Ex-Dividend | May 1, 2025 | $0.27 |
REL.L | Ex-Dividend | May 8, 2025 | $0.57 |
MSFT | Ex-Dividend | May 15, 2025 | $0.83 |
O | Pay Day | May 15, 2025 | $0.27 |
MSFT | Pay Day | Jun 12, 2025 | $0.83 |
ACWI | Pay Day | Jun 17, 2025 | $0.94 |
REL.L | Pay Day | Jun 19, 2025 | $0.57 |
INDA | Pay Day | Dec 20, 2025 | $0.40 |
Performance Metrics
Score 2.4/10
Beta
1.14
1.14
0
0.8
1.2
0
2
Sharpe Ratio
-0.18
-0.18
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.24
-0.24
-1
1
2
3
3
Jensen's Alpha
-15.22
-15.22
-16
0
2
4.5
4.5
Omega Ratio
0.59
0.59
0
1
1.5
2.5
2.5
Treynor Ratio
-0.38
-0.38
-1
0.75
1.25
2
2
Information Ratio
-0.67
-0.67
-1
0.3
0.6
1
1
Calmar Ratio
-0.09
-0.09
-1
0.3
0.6
1
1
Beta
1.14
1.14
0
0.8
1.2
0
2
Sharpe Ratio
-0.18
-0.18
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.24
-0.24
-1
1
2
3
3
Jensen's Alpha
-15.22
-15.22
-16
0
2
4.5
4.5
Omega Ratio
0.59
0.59
0
1
1.5
2.5
2.5
Treynor Ratio
-0.38
-0.38
-1
0.75
1.25
2
2
Information Ratio
-0.67
-0.67
-1
0.3
0.6
1
1
Calmar Ratio
-0.09
-0.09
-1
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
27.82
High:
IRM
138.73IRMLow:
CRWD
-4,477CRWDDetails
PEG Ratio
102.35
High:
REL.L
376.16REL.LLow:
NLY
7.87NLYDetails
Price/Book
10.31
High:
AAPL
44.38AAPLLow:IRM
-49.14IRMDetails
Price/Sales
6.91
High:CRWD
23.46CRWDLow:
DEC.L
0.69DEC.LDetails
Price/CF
25.99
High:CRWD
71.14CRWDLow:NLY
3.15NLYDetails
Price/FCF
48.35
High:CRWD
92.05CRWDLow:NLY
5.75NLYDetails
P/E Ratio
27.82
High:IRM
138.73IRMLow:CRWD
-4,477CRWDDetails
PEG Ratio
102.35
High:REL.L
376.16REL.LLow:NLY
7.87NLYDetails
Price/Book
10.31
High:AAPL
44.38AAPLLow:IRM
-49.14IRMDetails
Price/Sales
6.91
High:CRWD
23.46CRWDLow:DEC.L
0.69DEC.LDetails
Price/CF
25.99
High:CRWD
71.14CRWDLow:NLY
3.15NLYDetails
Price/FCF
48.35
High:CRWD
92.05CRWDLow:NLY
5.75NLYDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-75.38% | Jan 2018 | - | 88 |
-13.21% | Sep 2017 | Dec 2017 | 3 |