Loading...
+0.77%
This Month
+14.2%
Year To Date
+76.17%
2 Years
+133.1%
5 Years
-24.42%
10 Years
-3.44%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies28.48%
- 💵 Cash25.71%
- 📊 ETFs22.67%
- 🖥️ Technology Services14.99%
- 💰 Finance8.27%
- 💻 Electronic Technology5.44%
- 🛍️ Retail Trade2.28%
- 💼 Commercial Services1.36%
- 🍞 Consumer Non Durables1.16%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq30.66%
- 🌍 Digital Currency28.48%
- 🇺🇸 NYSE18.59%
- 🇬🇧 LSE5.03%
- 🇺🇸 Chicago Board Options Exchange1.9%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States27.97%
- 🇬🇧 United Kingdom3.85%
- 🇮🇱 Israel1.08%
- 🇨🇴 Colombia0.62%
Dividends
Dividend Yield
0.66%
20 out of 37 instruments pay dividend.
7 dividend payments in the next 30 days.
Highest Dividend: $NLY (12.22%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 BIL | 0.11% | 4.58% | - |
 O | 0.1% | 5.38% | $3.09 |
 CIB | 0.07% | 11.89% | $3.37 |
 IRM | 0.07% | 3.33% | $2.6 |
 NLY | 0.05% | 12.22% | $2.6 |
 LAND | 0.05% | 6.24% | $0.56 |
 TQQQ | 0.04% | 1.11% | - |
 ACWI | 0.03% | 1.58% | - |
 REL.L | 0.03% | 1.85% | $0.59 |
 SSO | 0.02% | 0.81% | - |
 MSFT | 0.02% | 0.67% | $3 |
 DIA.US | 0.01% | 1.53% | - |
 GOOG | 0.01% | 0.35% | $0.2 |
 VGT | 0.01% | 0.47% | - |
 AAPL | 0.01% | 0.43% | $0.97 |
 UPRO | 0.01% | 0.97% | - |
 INDA | 0.01% | 0.72% | - |
 META | 0.01% | 0.27% | $1 |
 CQQQ | 0% | 0.25% | - |
 NVDA | 0% | 0.02% | $0.02 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
GOOG | Ex-Dividend | Sep 8, 2025 | $0.21 |
MSFT | Pay Day | Sep 11, 2025 | $0.83 |
NVDA | Ex-Dividend | Sep 11, 2025 | $0.01 |
REL.L | Pay Day | Sep 11, 2025 | $0.26 |
GOOG | Pay Day | Sep 15, 2025 | $0.21 |
O | Pay Day | Sep 15, 2025 | $0.27 |
IRM | Ex-Dividend | Sep 15, 2025 | $0.78 |
LAND | Ex-Dividend | Sep 22, 2025 | $0.05 |
LAND | Pay Day | Sep 30, 2025 | $0.05 |
NVDA | Pay Day | Oct 2, 2025 | $0.01 |
IRM | Pay Day | Oct 3, 2025 | $0.78 |
INDA | Pay Day | Dec 20, 2025 | $0.00 |
CQQQ | Pay Day | Dec 27, 2025 | $0.00 |
Performance Metrics
Score 2.4/10
Beta
1.16
1.16
0
0.8
1.2
0
2
Sharpe Ratio
-0.06
-0.06
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.08
-0.08
-1
1
2
3
3
Jensen's Alpha
-13.53
-13.53
-14
0
2
4.5
4.5
Omega Ratio
0.63
0.63
0
1
1.5
2.5
2.5
Treynor Ratio
-0.12
-0.12
-1
0.75
1.25
2
2
Information Ratio
-0.58
-0.58
-1
0.3
0.6
1
1
Calmar Ratio
-0.05
-0.05
-1
0.3
0.6
1
1
Beta
1.16
1.16
0
0.8
1.2
0
2
Sharpe Ratio
-0.06
-0.06
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.08
-0.08
-1
1
2
3
3
Jensen's Alpha
-13.53
-13.53
-14
0
2
4.5
4.5
Omega Ratio
0.63
0.63
0
1
1.5
2.5
2.5
Treynor Ratio
-0.12
-0.12
-1
0.75
1.25
2
2
Information Ratio
-0.58
-0.58
-1
0.3
0.6
1
1
Calmar Ratio
-0.05
-0.05
-1
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
34.85
High:
IRM
671.38IRMLow:
CRWD
-349.01CRWDDetails
PEG Ratio
2,626.45
High:
AAPL
24,772.26AAPLLow:
NLY
12.53NLYDetails
Price/Book
13.14
High:AAPL
54.09AAPLLow:IRM
-35.47IRMDetails
Price/Sales
9.48
High:
NVDA
24.8NVDALow:
CROX
1.17CROXDetails
Price/CF
25.5
High:CRWD
81.8CRWDLow:
CIB
2.97CIBDetails
Price/FCF
53.42
High:
AMZN
175.86AMZNLow:NLY
5.75NLYDetails
P/E Ratio
34.85
High:IRM
671.38IRMLow:CRWD
-349.01CRWDDetails
PEG Ratio
2,626.45
High:AAPL
24,772.26AAPLLow:NLY
12.53NLYDetails
Price/Book
13.14
High:AAPL
54.09AAPLLow:IRM
-35.47IRMDetails
Price/Sales
9.48
High:NVDA
24.8NVDALow:CROX
1.17CROXDetails
Price/CF
25.5
High:CRWD
81.8CRWDLow:CIB
2.97CIBDetails
Price/FCF
53.42
High:AMZN
175.86AMZNLow:NLY
5.75NLYDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-75.38% | Jan 2018 | - | 93 |
-13.21% | Sep 2017 | Dec 2017 | 3 |