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+3.12%
Today
+0.66%
This Month
+3.46%
Year To Date
+101.85%
2 Years
+194.53%
5 Years
+24.08%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies69.15%
- 🖥️ Technology Services9.85%
- 💰 Finance5.46%
- 💻 Electronic Technology3.1%
- 🚗 Consumer Durables3%
- 🛍️ Retail Trade2.39%
- 🧬 Health Technology1.61%
- 🍞 Consumer Non Durables1.26%
- ⛏️ Energy Minerals1%
- 💼 Commercial Services0.79%
- ⚡ Utilities0.63%
- 🛠️ Producer Manufacturing0.35%
- 💇♀️ Consumer Services0.34%
- 🪨 Non Energy Minerals0.29%
- 🚚 Transportation0.28%
- 💵 Cash0.27%
- 🧪 Process Industries0.19%
- 🏥 Health Services0.18%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency69.15%
- 🇺🇸 Nasdaq17.46%
- 🇺🇸 NYSE12.37%
- 🇩🇰 Copenhagen Stock Exchange0.54%
- 🇳🇱 Euronext Amsterdam0.2%
- 🇫🇷 Euronext Paris0.13%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States27.22%
- 🇮🇹 Italy1.15%
- 🇨🇦 Canada0.55%
- 🇩🇰 Denmark0.54%
- 🇨🇳 China0.35%
- 🇬🇧 United Kingdom0.27%
- 🇳🇱 Netherlands0.2%
- 🇮🇪 Ireland0.19%
- 🇫🇷 France0.13%
- 🇮🇱 Israel0.12%
Dividends
Dividend Yield
0.31%
33 out of 87 instruments pay dividend.
17 dividend payments in the next 30 days.
Highest Dividend: $O (5.67%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 FRT | 0.04% | 4.59% | $4.36 |
 O | 0.04% | 5.67% | $3.09 |
 AMT | 0.02% | 3.12% | $6.56 |
 EQIX | 0.02% | 1.96% | $16.19 |
 XOM | 0.02% | 3.77% | $3.76 |
 PLD | 0.02% | 3.64% | $3.66 |
 KO | 0.02% | 2.8% | $1.89 |
 CVX | 0.01% | 4.78% | $6.28 |
 NOVO-B.CO | 0.01% | 2.32% | $9.4 |
 NEE | 0.01% | 3.01% | $1.97 |
 IBM | 0.01% | 2.49% | $6.65 |
 WPC | 0.01% | 5.64% | $3.67 |
 OVV | 0.01% | 3.15% | $1.2 |
 RACE | 0.01% | 0.67% | $2.64 |
 SW | 0.01% | 3.4% | $1.18 |
 JNJ | 0.01% | 3.25% | $4.81 |
 META | 0.01% | 0.29% | $1 |
 CAT | 0.01% | 1.6% | $5.31 |
 AZN | 0.01% | 2.09% | $1.42 |
 PG | 0.01% | 2.49% | $3.83 |
 FCX | 0% | 1.44% | $0.6 |
 MC.PA | 0% | 2.76% | $13 |
 AAPL | 0% | 0.49% | $0.97 |
 BABA | 0% | 0.87% | $0.98 |
 MSFT | 0% | 0.69% | $3 |
 LDOS | 0% | 1.07% | $1.5 |
 CRM | 0% | 0.59% | $0.4 |
 RMD | 0% | 0.84% | $1.92 |
 GOOG | 0% | 0.46% | $0.2 |
 PCG | 0% | 0.54% | $0.03 |
 DIS | 0% | 0.88% | $0.75 |
 NVDA | 0% | 0.03% | $0.02 |
 NLOP | 0% | -1.05% | $-0.34 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
GOOG | Ex-Dividend | Jun 9, 2025 | $0.21 |
CVX | Pay Day | Jun 10, 2025 | $1.71 |
IBM | Pay Day | Jun 10, 2025 | $1.68 |
JNJ | Pay Day | Jun 10, 2025 | $1.30 |
XOM | Pay Day | Jun 10, 2025 | $0.99 |
NVDA | Ex-Dividend | Jun 11, 2025 | $0.01 |
MSFT | Pay Day | Jun 12, 2025 | $0.83 |
BABA | Ex-Dividend | Jun 12, 2025 | $0.95 |
RMD | Pay Day | Jun 12, 2025 | $0.53 |
KO | Ex-Dividend | Jun 13, 2025 | $0.51 |
AMT | Ex-Dividend | Jun 13, 2025 | $1.70 |
O | Pay Day | Jun 13, 2025 | $0.27 |
OVV | Ex-Dividend | Jun 13, 2025 | $0.30 |
GOOG | Pay Day | Jun 16, 2025 | $0.21 |
META | Ex-Dividend | Jun 16, 2025 | $0.52 |
NEE | Pay Day | Jun 16, 2025 | $0.57 |
LDOS | Ex-Dividend | Jun 16, 2025 | $0.40 |
PLD | Ex-Dividend | Jun 17, 2025 | $1.01 |
EQIX | Pay Day | Jun 18, 2025 | $4.69 |
SW | Pay Day | Jun 18, 2025 | $0.43 |
DIS | Ex-Dividend | Jun 24, 2025 | $0.50 |
META | Pay Day | Jun 26, 2025 | $0.52 |
PCG | Ex-Dividend | Jun 30, 2025 | $0.02 |
LDOS | Pay Day | Jun 30, 2025 | $0.40 |
PLD | Pay Day | Jun 30, 2025 | $1.01 |
OVV | Pay Day | Jun 30, 2025 | $0.30 |
KO | Pay Day | Jul 1, 2025 | $0.51 |
FRT | Ex-Dividend | Jul 1, 2025 | $1.10 |
NVDA | Pay Day | Jul 3, 2025 | $0.01 |
BABA | Pay Day | Jul 10, 2025 | $0.95 |
AMT | Pay Day | Jul 11, 2025 | $1.70 |
PCG | Pay Day | Jul 15, 2025 | $0.02 |
FRT | Pay Day | Jul 15, 2025 | $1.10 |
DIS | Pay Day | Jul 23, 2025 | $0.50 |
Performance Metrics
Score 6.6/10
Beta
1.33
1.33
0
0.8
1.2
0
2
Sharpe Ratio
0.71
0.71
0
0.5
1
1.5
1.5
Sortino Ratio
1.22
1.22
0
1
2
3
3
Jensen's Alpha
10.6
10.6
-2
0
2
11
11
Omega Ratio
1.48
1.48
0
1
1.5
2.5
2.5
Treynor Ratio
1.57
1.57
0
0.75
1.25
2
2
Information Ratio
0.51
0.51
0
0.3
0.6
1
1
Calmar Ratio
0.41
0.41
0
0.3
0.6
1
1
Beta
1.33
1.33
0
0.8
1.2
0
2
Sharpe Ratio
0.71
0.71
0
0.5
1
1.5
1.5
Sortino Ratio
1.22
1.22
0
1
2
3
3
Jensen's Alpha
10.6
10.6
-2
0
2
11
11
Omega Ratio
1.48
1.48
0
1
1.5
2.5
2.5
Treynor Ratio
1.57
1.57
0
0.75
1.25
2
2
Information Ratio
0.51
0.51
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
32.9
High:
PLTR
523.62PLTRLow:
NET
-742.13NETDetails
PEG Ratio
594.29
High:
KO
10,128.43KOLow:NET
-1,320.64NETDetails
Price/Book
8.43
High:PLTR
52.16PLTRLow:
WIX
-50.99WIXDetails
Price/Sales
6.76
High:PLTR
98.27PLTRLow:
CNC
0.16CNCDetails
Price/CF
23.85
High:KO
282.33KOLow:
OVV
2.89OVVDetails
Price/FCF
47.51
High:
NEE
2,356.18NEELow:
NATL
8.74NATLDetails
P/E Ratio
32.9
High:PLTR
523.62PLTRLow:NET
-742.13NETDetails
PEG Ratio
594.29
High:KO
10,128.43KOLow:NET
-1,320.64NETDetails
Price/Book
8.43
High:PLTR
52.16PLTRLow:WIX
-50.99WIXDetails
Price/Sales
6.76
High:PLTR
98.27PLTRLow:CNC
0.16CNCDetails
Price/CF
23.85
High:KO
282.33KOLow:OVV
2.89OVVDetails
Price/FCF
47.51
High:NEE
2,356.18NEELow:NATL
8.74NATLDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-58.6% | Nov 2021 | Nov 2024 | 36 |
-19.73% | Feb 2025 | - | 5 |
-13.78% | May 2021 | Oct 2021 | 5 |
-6.33% | Feb 2020 | Apr 2020 | 2 |
-3.73% | Sep 2020 | Oct 2020 | 1 |
-3.38% | Dec 2024 | Jan 2025 | 1 |