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+10.83%
This Month
+47.53%
Year To Date
+255.7%
2 Years
+462.29%
5 Years
+359.84%
10 Years
+21.01%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies81.28%
- 🖥️ Technology Services3.58%
- 💰 Finance3.01%
- 🧬 Health Technology2.45%
- 🛠️ Producer Manufacturing1.65%
- 💻 Electronic Technology1.59%
- 🚚 Transportation1.37%
- 📊 ETFs1.3%
- 💵 Cash1.2%
- 💼 Commercial Services1.1%
- 🪨 Non Energy Minerals0.46%
- 🚗 Consumer Durables0.35%
- 🛍️ Retail Trade0.31%
- ⚡ Utilities0.21%
- 🏥 Health Services0.11%
- 🍞 Consumer Non Durables0.05%
- 🧪 Process Industries0.03%
- 🧩 Miscellaneous0.03%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency81.28%
- 🇺🇸 Nasdaq10.52%
- 🇺🇸 NYSE4.49%
- 🇬🇧 LSE0.78%
- 🇩🇪 Xetra ETFs0.62%
- 🇨🇭 SIX0.32%
- 🇮🇹 Borsa Italiana0.23%
- 🇭🇰 Hong Kong Exchanges0.2%
- 🇫🇷 Euronext Paris0.15%
- 🇪🇸 Bolsa De Madrid0.14%
- 🇩🇰 Copenhagen Stock Exchange0.09%
- 🇩🇪 FRA0.05%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States12.67%
- 🇮🇱 Israel1.01%
- 🇮🇪 Ireland0.51%
- 🇨🇭 Switzerland0.46%
- 🇨🇳 China0.37%
- 🇱🇺 Luxembourg0.31%
- 🇮🇹 Italy0.23%
- 🇺🇾 Uruguay0.19%
- 🇫🇷 France0.15%
- 🇪🇸 Spain0.14%
- 🇩🇰 Denmark0.09%
- 🇬🇧 United Kingdom0.07%
- 🇩🇪 Germany0.05%
Dividends
Dividend Yield
0.06%
43 out of 102 instruments pay dividend.
7 dividend payments in the next 30 days.
Highest Dividend: $MO (6.27%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 ABBN.ZU | 0% | 1.54% | $0.87 |
 IBE.MC | 0% | 3.21% | $0.45 |
 MSFT | 0% | 0.66% | $3 |
 MO | 0% | 6.27% | $3.92 |
 GAW.L | 0% | 3.93% | $5.5 |
 ETN | 0% | 1.09% | $3.6 |
 ROCKB.CO | 0% | 2.67% | $43 |
 SWBI | 0% | 5.25% | $0.48 |
 PRY.MI | 0% | 0.92% | $0.7 |
 GRMN | 0% | 1.4% | $3.71 |
 TT | 0% | 0.86% | $3.27 |
 NEE | 0% | 2.77% | $1.97 |
 NEX.PA | 0% | 1.98% | $2.3 |
 01211.HK | 0% | 1.32% | $3.41 |
 UI | 0% | 0.39% | $2.4 |
 LMT | 0% | 2.62% | $12.45 |
 SW | 0% | 3.8% | $1.18 |
 SU.PA | 0% | 1.56% | $3.5 |
 SIE.DE | 0% | 2.16% | $4.7 |
 HII | 0% | 1.9% | $5.14 |
 GOOG | 0% | 0.33% | $0.2 |
 NUE | 0% | 1.59% | $2.13 |
 AOS | 0% | 1.85% | $1.26 |
 OSK | 0% | 1.51% | $1.74 |
 VRSK | 0% | 0.7% | $1.46 |
 NOC | 0% | 1.43% | $7.67 |
 PATK | 0% | 1.54% | $2.1 |
 V | 0% | 0.67% | $2.01 |
 RS | 0% | 1.65% | $4.2 |
 STLD | 0% | 1.35% | $1.77 |
 CMC | 0% | 1.23% | $0.66 |
 DE | 0% | 1.4% | $5.76 |
 CARR | 0% | 1.45% | $0.76 |
 INTU | 0% | 0.64% | $3.6 |
 CRM | 0% | 0.69% | $0.4 |
 LII | 0% | 0.89% | $4.45 |
 WAB | 0% | 0.47% | $0.74 |
 VMC | 0% | 0.63% | $1.78 |
 MLM | 0% | 0.5% | $2.96 |
 0968.HK | 0% | 1.1% | $0.23 |
 EXP | 0% | 0.43% | $1 |
 NVDA | 0% | 0.02% | $0.02 |
 TXT | 0% | 0.09% | $0.08 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
CRM | Pay Day | Oct 9, 2025 | $0.42 |
INTU | Ex-Dividend | Oct 9, 2025 | $1.20 |
MO | Pay Day | Oct 10, 2025 | $1.06 |
STLD | Pay Day | Oct 10, 2025 | $0.50 |
0968.HK | Pay Day | Oct 10, 2025 | $0.00 |
LII | Pay Day | Oct 15, 2025 | $1.30 |
EXP | Pay Day | Oct 16, 2025 | $0.25 |
INTU | Pay Day | Oct 17, 2025 | $1.20 |
DE | Pay Day | Nov 10, 2025 | $1.62 |
NUE | Pay Day | Nov 10, 2025 | $0.55 |
MSFT | Ex-Dividend | Nov 20, 2025 | $0.91 |
MSFT | Pay Day | Dec 11, 2025 | $0.91 |
GRMN | Ex-Dividend | Dec 12, 2025 | $0.90 |
GRMN | Pay Day | Dec 26, 2025 | $0.90 |
Performance Metrics
Score 5.9/10
Beta
1.63
1.63
0
0.8
1.2
0
2
Sharpe Ratio
0.55
0.55
0
0.5
1
1.5
1.5
Sortino Ratio
0.97
0.97
0
1
2
3
3
Jensen's Alpha
11.57
11.57
-2
0
2
12
12
Omega Ratio
1.34
1.34
0
1
1.5
2.5
2.5
Treynor Ratio
1.49
1.49
0
0.75
1.25
2
2
Information Ratio
0.38
0.38
0
0.3
0.6
1
1
Calmar Ratio
0.28
0.28
0
0.3
0.6
1
1
Beta
1.63
1.63
0
0.8
1.2
0
2
Sharpe Ratio
0.55
0.55
0
0.5
1
1.5
1.5
Sortino Ratio
0.97
0.97
0
1
2
3
3
Jensen's Alpha
11.57
11.57
-2
0
2
12
12
Omega Ratio
1.34
1.34
0
1
1.5
2.5
2.5
Treynor Ratio
1.49
1.49
0
0.75
1.25
2
2
Information Ratio
0.38
0.38
0
0.3
0.6
1
1
Calmar Ratio
0.28
0.28
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
36.69
High:
MNDY
247.67MNDYLow:
AVAV
-583.55AVAVDetails
PEG Ratio
499.77
High:
NBIX
2,752.45NBIXLow:
IOT
-369.52IOTDetails
Price/Book
11.87
High:
VRSK
111.62VRSKLow:
NIO
-102.72NIODetails
Price/Sales
9.7
High:
DJT
1,122.34DJTLow:
CMPX
-CMPXDetails
Price/CF
27.49
High:
TTWO
434.3TTWOLow:
BMBL
3.37BMBLDetails
Price/FCF
52.91
High:
NUE
5,649.81NUELow:BMBL
3.56BMBLDetails
P/E Ratio
36.69
High:MNDY
247.67MNDYLow:AVAV
-583.55AVAVDetails
PEG Ratio
499.77
High:NBIX
2,752.45NBIXLow:IOT
-369.52IOTDetails
Price/Book
11.87
High:VRSK
111.62VRSKLow:NIO
-102.72NIODetails
Price/Sales
9.7
High:DJT
1,122.34DJTLow:CMPX
-CMPXDetails
Price/CF
27.49
High:TTWO
434.3TTWOLow:BMBL
3.37BMBLDetails
Price/FCF
52.91
High:NUE
5,649.81NUELow:BMBL
3.56BMBLDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-69.71% | Jan 2018 | Feb 2021 | 37 |
-68.18% | Nov 2021 | Jul 2025 | 44 |
-30.68% | May 2021 | Oct 2021 | 5 |