Loading...
+0.44%
Today
+13.42%
This Month
+17.86%
Year To Date
+91.67%
2 Years
+252.13%
5 Years
+23.49%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies44.63%
- 💵 Cash7.01%
- 🛍️ Retail Trade6.42%
- 💰 Finance6.37%
- 🍞 Consumer Non Durables5.9%
- 📊 ETFs5.61%
- 🖥️ Technology Services5.17%
- 💇♀️ Consumer Services5%
- 💻 Electronic Technology3.57%
- 💼 Commercial Services3.27%
- 🪨 Non Energy Minerals2.93%
- 🧬 Health Technology1.8%
- 🚚 Transportation1.26%
- 🛠️ Producer Manufacturing1.2%
- 🧩 Miscellaneous1.2%
- 📦 Distribution Services1.06%
- 📡 Communications0.67%
- ⛏️ Energy Minerals0.06%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency44.63%
- 🇺🇸 NYSE29.77%
- 🇺🇸 Nasdaq16.77%
- 🇮🇹 Borsa Italiana1.63%
- 🇭🇰 Hong Kong Exchanges1.62%
- 🇺🇸 Chicago Board Options Exchange1.11%
- 🇨🇭 SIX0.57%
- 🇳🇴 Oslo Stock Exchange0.04%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States27.7%
- 🇨🇳 China5.28%
- 🇨🇦 Canada3.77%
- 🇱🇺 Luxembourg2.68%
- 🇬🇧 United Kingdom1.64%
- 🇺🇾 Uruguay1.33%
- 🇧🇷 Brazil1.25%
- 🇨🇭 Switzerland0.76%
- 🇰🇾 Cayman Islands0.59%
- 🇮🇱 Israel0.51%
- 🇫🇮 Finland0.34%
- 🇳🇴 Norway0.04%
Dividends
Dividend Yield
0.8%
48 out of 97 instruments pay dividend.
7 dividend payments in the next 30 days.
Highest Dividend: $PBR (14.65%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 EWZ | 0.08% | 7.39% | - |
 TEN.MI | 0.08% | 4.73% | $0.55 |
 DEO | 0.07% | 4% | $3.99 |
 ARE | 0.06% | 6.71% | $5.02 |
 MRK | 0.05% | 4.04% | $3.04 |
 PFE | 0.04% | 7.02% | $1.66 |
 NKE | 0.03% | 2.12% | $1.45 |
 T | 0.03% | 4.06% | $1.11 |
 KO | 0.03% | 2.87% | $1.89 |
 STZ | 0.02% | 2.41% | $3.68 |
 B | 0.02% | 1.81% | $0.4 |
 NESN.ZU | 0.02% | 3.96% | $3 |
 BABA | 0.02% | 0.86% | $0.98 |
 INTC | 0.02% | 2.15% | $0.5 |
 QSR | 0.01% | 3.48% | $2.26 |
 CAH | 0.01% | 1.28% | $2.01 |
 CSCO | 0.01% | 2.37% | $1.58 |
 DIS | 0.01% | 0.83% | $0.75 |
 WMT | 0.01% | 0.98% | $0.81 |
 BBD | 0.01% | 1.02% | $0.06 |
 SBUX | 0.01% | 2.62% | $2.24 |
 JD.US | 0.01% | 2.93% | $0.74 |
 TIP | 0.01% | 2.9% | - |
 PBR | 0.01% | 14.65% | $1.73 |
 AOR | 0.01% | 2.6% | - |
 01211.HK | 0.01% | 1.14% | $3.41 |
 IBM | 0.01% | 2.35% | $6.65 |
 UNIT | 0.01% | 2.8% | $0.6 |
 IUSB | 0.01% | 4.12% | - |
 NOK | 0.01% | 2.15% | $0.1 |
 MSFT | 0.01% | 0.65% | $3 |
 LMT | 0.01% | 2.86% | $12.45 |
 GDX | 0.01% | 0.8% | - |
 0700.HK | 0.01% | 0.87% | $3.4 |
 MTUM | 0% | 0.83% | - |
 DAL | 0% | 1.14% | $0.3 |
 QQQ | 0% | 0.58% | - |
 V | 0% | 0.65% | $2.01 |
 MMM | 0% | 1.88% | $5.21 |
 QCOM | 0% | 2.19% | $3.25 |
 PG | 0% | 2.66% | $3.83 |
 GRMN | 0% | 1.59% | $3.71 |
 WYNN | 0% | 0.94% | $1 |
 WBA | 0% | 4.35% | $1.46 |
 CAKE | 0% | 1.69% | $1.08 |
 MCD | 0% | 2.35% | $6.53 |
 AAPL | 0% | 0.48% | $0.97 |
 AXP | 0% | 1% | $2.6 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
CSCO | Pay Day | Jul 23, 2025 | $0.41 |
DIS | Pay Day | Jul 23, 2025 | $0.50 |
PFE | Ex-Dividend | Jul 25, 2025 | $0.43 |
01211.HK | Pay Day | Jul 29, 2025 | $0.55 |
STZ | Ex-Dividend | Jul 30, 2025 | $1.02 |
DAL | Ex-Dividend | Jul 31, 2025 | $0.19 |
T | Pay Day | Aug 1, 2025 | $0.28 |
AXP | Pay Day | Aug 8, 2025 | $0.82 |
STZ | Pay Day | Aug 14, 2025 | $1.02 |
PG | Pay Day | Aug 15, 2025 | $1.06 |
WMT | Ex-Dividend | Aug 15, 2025 | $0.24 |
SBUX | Ex-Dividend | Aug 15, 2025 | $0.61 |
MSFT | Ex-Dividend | Aug 21, 2025 | $0.83 |
DAL | Pay Day | Aug 21, 2025 | $0.19 |
SBUX | Pay Day | Aug 29, 2025 | $0.61 |
PFE | Pay Day | Sep 2, 2025 | $0.43 |
WMT | Pay Day | Sep 2, 2025 | $0.24 |
LMT | Ex-Dividend | Sep 2, 2025 | $3.30 |
QCOM | Ex-Dividend | Sep 4, 2025 | $0.89 |
MSFT | Pay Day | Sep 11, 2025 | $0.83 |
GRMN | Ex-Dividend | Sep 12, 2025 | $0.90 |
KO | Ex-Dividend | Sep 15, 2025 | $0.51 |
QCOM | Pay Day | Sep 25, 2025 | $0.89 |
LMT | Pay Day | Sep 26, 2025 | $3.30 |
GRMN | Pay Day | Sep 26, 2025 | $0.90 |
PBR | Pay Day | Sep 29, 2025 | $0.11 |
KO | Pay Day | Oct 1, 2025 | $0.51 |
GDX | Pay Day | Dec 24, 2025 | $0.00 |
BBD | Pay Day | Feb 10, 2026 | $0.05 |
Performance Metrics
Score 6.2/10
Beta
1.46
1.46
0
0.8
1.2
0
2
Sharpe Ratio
0.64
0.64
0
0.5
1
1.5
1.5
Sortino Ratio
1.11
1.11
0
1
2
3
3
Jensen's Alpha
5.34
5.34
-2
0
2
6
6
Omega Ratio
1.38
1.38
0
1
1.5
2.5
2.5
Treynor Ratio
1.29
1.29
0
0.75
1.25
2
2
Information Ratio
0.41
0.41
0
0.3
0.6
1
1
Calmar Ratio
0.41
0.41
0
0.3
0.6
1
1
Beta
1.46
1.46
0
0.8
1.2
0
2
Sharpe Ratio
0.64
0.64
0
0.5
1
1.5
1.5
Sortino Ratio
1.11
1.11
0
1
2
3
3
Jensen's Alpha
5.34
5.34
-2
0
2
6
6
Omega Ratio
1.38
1.38
0
1
1.5
2.5
2.5
Treynor Ratio
1.29
1.29
0
0.75
1.25
2
2
Information Ratio
0.41
0.41
0
0.3
0.6
1
1
Calmar Ratio
0.41
0.41
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
26.03
High:
SHAK
469.4SHAKLow:
STZ
-71.44STZDetails
PEG Ratio
504.58
High:
KO
9,978.59KOLow:
DKNG
-176.26DKNGDetails
Price/Book
4.28
High:
AAPL
47.23AAPLLow:
MCD
-61.5MCDDetails
Price/Sales
3.37
High:
V
18.31VLow:
TTCFQ
-TTCFQDetails
Price/CF
19.22
High:KO
282.33KOLow:
BBD
0.82BBDDetails
Price/FCF
46.51
High:
SBUX
1,256.06SBUXLow:BBD
0.9BBDDetails
P/E Ratio
26.03
High:SHAK
469.4SHAKLow:STZ
-71.44STZDetails
PEG Ratio
504.58
High:KO
9,978.59KOLow:DKNG
-176.26DKNGDetails
Price/Book
4.28
High:AAPL
47.23AAPLLow:MCD
-61.5MCDDetails
Price/Sales
3.37
High:V
18.31VLow:TTCFQ
-TTCFQDetails
Price/CF
19.22
High:KO
282.33KOLow:BBD
0.82BBDDetails
Price/FCF
46.51
High:SBUX
1,256.06SBUXLow:BBD
0.9BBDDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-50.44% | Nov 2021 | Nov 2024 | 36 |
-26.62% | Feb 2020 | Nov 2020 | 9 |
-20.14% | May 2021 | Oct 2021 | 5 |
-16.24% | Feb 2025 | Jul 2025 | 5 |
-7.42% | Nov 2019 | Jan 2020 | 2 |
-4.57% | Dec 2024 | Jan 2025 | 1 |