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+8.59%
This Month
-0.49%
Year To Date
+39.08%
2 Years
+20.21%
5 Years
+206.36%
10 Years
+18.54%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies28.29%
- 💰 Finance9.66%
- 📊 ETFs8.17%
- 🍞 Consumer Non Durables7.93%
- 🛍️ Retail Trade7.82%
- 💻 Electronic Technology6.97%
- 🪨 Non Energy Minerals6.73%
- 🖥️ Technology Services5.97%
- 💇♀️ Consumer Services4.94%
- 🧬 Health Technology2.75%
- 💵 Cash2.51%
- ⛏️ Energy Minerals2.07%
- 🧩 Miscellaneous1.8%
- 🚚 Transportation1.48%
- 🏥 Health Services1.21%
- 🛠️ Producer Manufacturing0.96%
- 💼 Commercial Services0.83%
- 📡 Communications0.74%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE42.79%
- 🌍 Digital Currency28.29%
- 🇺🇸 Nasdaq20.35%
- 🇮🇹 Borsa Italiana2.81%
- 🇺🇸 Chicago Board Options Exchange1.86%
- 🇭🇰 Hong Kong Exchanges1.53%
- 🇨🇭 SIX0.66%
- 🇳🇴 Oslo Stock Exchange0.03%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States34%
- 🇨🇳 China6.43%
- 🇱🇺 Luxembourg3.5%
- 🇧🇷 Brazil3.03%
- 🇨🇦 Canada3.02%
- 🇬🇧 United Kingdom2.59%
- 🇮🇱 Israel1.27%
- 🇲🇽 Mexico1.15%
- 🇺🇾 Uruguay1.15%
- 🇨🇭 Switzerland0.92%
- 🇫🇮 Finland0.82%
- 🇦🇷 Argentina0.81%
- 🇰🇾 Cayman Islands0.78%
- 🇰🇿 Kazakhstan0.58%
- 🇳🇴 Norway0.03%
Dividends
Dividend Yield
0.94%
42 out of 99 instruments pay dividend.
7 dividend payments in the next 30 days.
Highest Dividend: $ARE (8.39%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 DEO | 0.1% | 3.94% | $3.99 |
 ARE | 0.09% | 8.39% | $5.02 |
 TEN.MI | 0.08% | 2.96% | $0.55 |
 VALE | 0.06% | 7.16% | $1.33 |
 B | 0.06% | 1.97% | $0.4 |
 STZ | 0.06% | 2.56% | $3.68 |
 MRK | 0.06% | 2.84% | $3.04 |
 PFE | 0.05% | 6.24% | $1.66 |
 NKE | 0.04% | 3.48% | $1.45 |
 UNH | 0.03% | 2.72% | $7.74 |
 T | 0.03% | 4.24% | $1.11 |
 KO | 0.03% | 2.73% | $1.89 |
 NESN.ZU | 0.03% | 4.06% | $3 |
 BABA | 0.02% | 0.73% | $0.98 |
 DIS | 0.02% | 1.41% | $0.75 |
 QSR | 0.02% | 3.18% | $2.26 |
 WMT | 0.02% | 0.77% | $0.81 |
 CSCO | 0.02% | 1.88% | $1.58 |
 SBUX | 0.01% | 2.48% | $2.24 |
 JD.US | 0.01% | 3.12% | $0.74 |
 NOK | 0.01% | 1.12% | $0.1 |
 PBR | 0.01% | 8.07% | $1.73 |
 IBM | 0.01% | 2.64% | $6.65 |
 MSFT | 0.01% | 0.85% | $3 |
 0700.HK | 0.01% | 1.02% | $3.4 |
 LMT | 0.01% | 2.32% | $12.45 |
 DAL | 0.01% | 1% | $0.3 |
 V | 0.01% | 0.8% | $2.01 |
 MMM | 0% | 1.96% | $5.21 |
 QCOM | 0% | 2.55% | $3.25 |
 CCL | 0% | 0.52% | - |
 QQQ | 0% | 0.43% | - |
 PG | 0% | 2.85% | $3.83 |
 WYNN | 0% | 0.92% | $1 |
 PYPL | 0% | 0.55% | - |
 BBD | 0% | 0.16% | $0.06 |
 CAKE | 0% | 1.79% | $1.08 |
 01211.HK | 0% | 0.33% | $3.41 |
 MCD | 0% | 2.36% | $6.53 |
 AAPL | 0% | 0.38% | $0.97 |
 AXP | 0% | 1.03% | $2.6 |
 GRMN | 0% | 0.34% | $3.71 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
PG | Ex-Dividend | Apr 24, 2026 | $1.09 |
STZ | Ex-Dividend | Apr 29, 2026 | $1.03 |
JD.US | Pay Day | Apr 29, 2026 | $1.00 |
T | Pay Day | May 1, 2026 | $0.28 |
AXP | Pay Day | May 8, 2026 | $0.95 |
WMT | Ex-Dividend | May 8, 2026 | $0.25 |
STZ | Pay Day | May 14, 2026 | $1.03 |
BBD | Pay Day | May 14, 2026 | $0.00 |
PG | Pay Day | May 15, 2026 | $1.09 |
SBUX | Ex-Dividend | May 15, 2026 | $0.62 |
0700.HK | Ex-Dividend | May 15, 2026 | $0.68 |
TEN.MI | Ex-Dividend | May 18, 2026 | $0.60 |
TEN.MI | Pay Day | May 20, 2026 | $0.60 |
MSFT | Ex-Dividend | May 21, 2026 | $0.91 |
WMT | Pay Day | May 26, 2026 | $0.25 |
SBUX | Pay Day | May 29, 2026 | $0.62 |
0700.HK | Pay Day | Jun 1, 2026 | $0.68 |
QCOM | Ex-Dividend | Jun 4, 2026 | $0.92 |
DEO | Pay Day | Jun 4, 2026 | $0.80 |
MSFT | Pay Day | Jun 11, 2026 | $0.91 |
GRMN | Ex-Dividend | Jun 15, 2026 | $1.05 |
QCOM | Pay Day | Jun 25, 2026 | $0.92 |
GRMN | Pay Day | Jun 26, 2026 | $1.05 |
DIS | Ex-Dividend | Jun 30, 2026 | $0.75 |
DIS | Pay Day | Jul 22, 2026 | $0.75 |
Performance Metrics
Score 5.7/10
Beta
1.45
1.45
0
0.8
1.2
0
2
Sharpe Ratio
0.55
0.55
0
0.5
1
1.5
1.5
Sortino Ratio
0.95
0.95
0
1
2
3
3
Jensen's Alpha
2.36
2.36
-2
0
2
4.5
4.5
Omega Ratio
1.26
1.26
0
1
1.5
2.5
2.5
Treynor Ratio
1.07
1.07
0
0.75
1.25
2
2
Information Ratio
0.3
0.3
0
0.3
0.6
1
1
Calmar Ratio
0.34
0.34
0
0.3
0.6
1
1
Beta
1.45
1.45
0
0.8
1.2
0
2
Sharpe Ratio
0.55
0.55
0
0.5
1
1.5
1.5
Sortino Ratio
0.95
0.95
0
1
2
3
3
Jensen's Alpha
2.36
2.36
-2
0
2
4.5
4.5
Omega Ratio
1.26
1.26
0
1
1.5
2.5
2.5
Treynor Ratio
1.07
1.07
0
0.75
1.25
2
2
Information Ratio
0.3
0.3
0
0.3
0.6
1
1
Calmar Ratio
0.34
0.34
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
25.64
High:
ON
256.32ONLow:
INTC
-836.39INTCDetails
PEG Ratio
35.54
High:
MELI
1,046.73MELILow:INTC
-851.7INTCDetails
Price/Book
3.66
High:AAPL
45.05AAPLLow:
BYND
-373.91BYNDDetails
Price/Sales
3.06
High:V
14.66VLow:
AAL
0.15AALDetails
Price/CF
18.39
High:NKE
54.38NKELow:BBD
0.74BBDDetails
Price/FCF
48.69
High:
VIST
1,621.11VISTLow:BBD
0.8BBDDetails
P/E Ratio
25.64
High:ON
256.32ONLow:INTC
-836.39INTCDetails
PEG Ratio
35.54
High:MELI
1,046.73MELILow:INTC
-851.7INTCDetails
Price/Book
3.66
High:AAPL
45.05AAPLLow:BYND
-373.91BYNDDetails
Price/Sales
3.06
High:V
14.66VLow:AAL
0.15AALDetails
Price/CF
18.39
High:NKE
54.38NKELow:BBD
0.74BBDDetails
Price/FCF
48.69
High:VIST
1,621.11VISTLow:BBD
0.8BBDDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-50.44% | Nov 2021 | Nov 2024 | 36 |
-26.59% | Feb 2020 | Nov 2020 | 9 |
-20.24% | May 2021 | Oct 2021 | 5 |
-19.18% | Oct 2025 | - | 7 |
-16.24% | Feb 2025 | Jul 2025 | 5 |
-7.42% | Nov 2019 | Jan 2020 | 2 |
-4.57% | Dec 2024 | Jan 2025 | 1 |