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+0.99%
This Month
+13.59%
Year To Date
+53.18%
2 Years
+51.24%
5 Years
+60.87%
10 Years
+8.25%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs35.51%
- 🪙 Cryptocurrencies30.23%
- 💻 Electronic Technology8.01%
- 🖥️ Technology Services8%
- 🪨 Non Energy Minerals5.92%
- 💰 Finance5.21%
- 🛍️ Retail Trade3.31%
- 🍞 Consumer Non Durables1.37%
- 🏭 Industrial Services1.34%
- ⚡ Utilities1.08%
- 💵 Cash0.02%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE46.22%
- 🌍 Digital Currency30.23%
- 🇺🇸 Nasdaq19.89%
- 🇬🇧 LSE2.52%
- 🇭🇰 Hong Kong Exchanges1.14%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States24.62%
- 🇨🇦 Canada4.54%
- 🇬🇧 United Kingdom2.52%
- 🇭🇰 Hong Kong1.43%
- 🇨🇳 China1.14%
Dividends
Dividend Yield
0.48%
20 out of 42 instruments pay dividend.
4 dividend payments in the next 30 days.
Highest Dividend: $BATS.L (5.82%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 UPRO | 0.14% | 0.97% | - |
 BATS.L | 0.08% | 5.82% | $2.36 |
 IVW | 0.05% | 0.46% | - |
 SO | 0.03% | 3.18% | $2.82 |
 GDXJ | 0.03% | 1.65% | - |
 BA.L | 0.02% | 1.92% | $0.3 |
 AEM | 0.02% | 1.11% | $1.6 |
 FCX | 0.02% | 1.3% | $0.6 |
 MSFT | 0.01% | 0.65% | $3 |
 GDX | 0.01% | 0.77% | - |
 WPM | 0.01% | 0.65% | $0.61 |
 AGX | 0.01% | 0.63% | $1.15 |
 0700.HK | 0.01% | 0.74% | $3.4 |
 GOOGL | 0.01% | 0.35% | $0.2 |
 AAPL | 0.01% | 0.43% | $0.97 |
 CASY | 0.01% | 0.42% | $1.79 |
 GE | 0% | 0.45% | $0.44 |
 META | 0% | 0.27% | $1 |
 CCJ | 0% | 0.15% | $0.09 |
 NVDA | 0% | 0.02% | $0.02 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
SO | Pay Day | Sep 8, 2025 | $0.74 |
GOOGL | Ex-Dividend | Sep 8, 2025 | $0.21 |
MSFT | Pay Day | Sep 11, 2025 | $0.83 |
NVDA | Ex-Dividend | Sep 11, 2025 | $0.01 |
GOOGL | Pay Day | Sep 15, 2025 | $0.21 |
NVDA | Pay Day | Oct 2, 2025 | $0.01 |
BATS.L | Ex-Dividend | Oct 2, 2025 | $0.76 |
BATS.L | Pay Day | Nov 7, 2025 | $0.76 |
AEM | Ex-Dividend | Dec 1, 2025 | $0.40 |
AEM | Pay Day | Dec 15, 2025 | $0.40 |
GDX | Pay Day | Dec 24, 2025 | $0.00 |
GDXJ | Pay Day | Dec 24, 2025 | $0.00 |
Performance Metrics
Score 3.4/10
Beta
0.99
0.99
0
0.8
1.2
0
2
Sharpe Ratio
0.32
0.32
0
0.5
1
1.5
1.5
Sortino Ratio
0.51
0.51
0
1
2
3
3
Jensen's Alpha
-4.08
-4.08
-5
0
2
4.5
4.5
Omega Ratio
0.82
0.82
0
1
1.5
2.5
2.5
Treynor Ratio
0.62
0.62
0
0.75
1.25
2
2
Information Ratio
-0.28
-0.28
-1
0.3
0.6
1
1
Calmar Ratio
0.2
0.2
0
0.3
0.6
1
1
Beta
0.99
0.99
0
0.8
1.2
0
2
Sharpe Ratio
0.32
0.32
0
0.5
1
1.5
1.5
Sortino Ratio
0.51
0.51
0
1
2
3
3
Jensen's Alpha
-4.08
-4.08
-5
0
2
4.5
4.5
Omega Ratio
0.82
0.82
0
1
1.5
2.5
2.5
Treynor Ratio
0.62
0.62
0
0.75
1.25
2
2
Information Ratio
-0.28
-0.28
-1
0.3
0.6
1
1
Calmar Ratio
0.2
0.2
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
35.1
High:
AMD
93.13AMDLow:
SO
23.72SODetails
PEG Ratio
1,253.74
High:
AAPL
24,779.06AAPLLow:
AEM
6.68AEMDetails
Price/Book
11.61
High:AAPL
54.11AAPLLow:
BATS.L
1.93BATS.LDetails
Price/Sales
8.85
High:
WPM
28.1WPMLow:
CASY
1.17CASYDetails
Price/CF
24.82
High:
HOOD
90.65HOODLow:
FCX
9.53FCXDetails
Price/FCF
54.28
High:
AMZN
175.86AMZNLow:
AGX
13.57AGXDetails
P/E Ratio
35.1
High:AMD
93.13AMDLow:SO
23.72SODetails
PEG Ratio
1,253.74
High:AAPL
24,779.06AAPLLow:AEM
6.68AEMDetails
Price/Book
11.61
High:AAPL
54.11AAPLLow:BATS.L
1.93BATS.LDetails
Price/Sales
8.85
High:WPM
28.1WPMLow:CASY
1.17CASYDetails
Price/CF
24.82
High:HOOD
90.65HOODLow:FCX
9.53FCXDetails
Price/FCF
54.28
High:AMZN
175.86AMZNLow:AGX
13.57AGXDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-37.46% | Dec 2021 | Sep 2025 | 45 |
-15.67% | Jan 2020 | Jul 2020 | 6 |
-8.84% | Sep 2021 | Oct 2021 | 1 |
-8.54% | Sep 2020 | Nov 2020 | 2 |
-3.32% | May 2021 | Aug 2021 | 3 |
-1.09% | Oct 2019 | Dec 2019 | 2 |
-0.46% | Jul 2019 | Sep 2019 | 2 |