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-8.23%
This Month
+12.44%
Year To Date
+11%
2 Years
-15.89%
5 Years
-46.95%
10 Years
-6.74%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies70.86%
- 🖥️ Technology Services7.37%
- 🧬 Health Technology4.37%
- ⚡ Utilities4.3%
- 🪨 Non Energy Minerals2.61%
- 🏭 Industrial Services2.44%
- 🛍️ Retail Trade2.33%
- 💰 Finance2.09%
- 💻 Electronic Technology2.04%
- ⛏️ Energy Minerals1.5%
- 💵 Cash0.08%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency70.86%
- 🇺🇸 Nasdaq13.97%
- 🇺🇸 NYSE6.09%
- 🇭🇰 Hong Kong Exchanges4.86%
- 🇩🇰 Copenhagen Stock Exchange2.58%
- 🇮🇹 Borsa Italiana1.56%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States15.41%
- 🇨🇳 China3.51%
- 🇩🇰 Denmark2.58%
- 🇭🇰 Hong Kong2.44%
- 🇨🇦 Canada1.61%
- 🇮🇹 Italy1.56%
- 🇮🇱 Israel1.12%
- 🇨🇭 Switzerland0.84%
Dividends
Dividend Yield
0.47%
15 out of 103 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $00257.HK (5.84%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 00257.HK | 0.14% | 5.84% | $0.22 |
 NOVO-B.CO | 0.12% | 4.48% | $9.4 |
 A2A.MI | 0.07% | 4.34% | $0.1 |
 B | 0.04% | 2.27% | $0.4 |
 EQT | 0.02% | 1.23% | $0.62 |
 0700.HK | 0.02% | 1.29% | $3.4 |
 MSFT | 0.01% | 0.7% | $3 |
 9988.HK | 0.01% | 0.97% | $0.98 |
 CEG | 0.01% | 0.64% | - |
 BABA | 0.01% | 0.95% | $0.98 |
 FCX | 0.01% | 0.87% | $0.6 |
 VST | 0.01% | 0.6% | $0.85 |
 GOOGL | 0% | 0.25% | $0.2 |
 META | 0% | 0.3% | $1 |
 NVDA | 0% | 0.24% | $0.02 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
FCX | Pay Day | Nov 2, 2026 | $0.15 |
EQT | Ex-Dividend | Nov 5, 2026 | $0.17 |
CEG | Ex-Dividend | Nov 18, 2026 | $0.43 |
MSFT | Ex-Dividend | Nov 20, 2026 | $0.91 |
B | Ex-Dividend | Dec 1, 2026 | $0.17 |
GOOGL | Ex-Dividend | Dec 4, 2026 | $0.22 |
NVDA | Ex-Dividend | Dec 10, 2026 | $0.25 |
META | Ex-Dividend | Dec 21, 2026 | $0.53 |
VST | Ex-Dividend | Dec 21, 2026 | $0.23 |
FCX | Ex-Dividend | Jan 15, 2027 | $0.15 |
NOVO-B.CO | Ex-Dividend | Feb 14, 2027 | $1.26 |
00257.HK | Ex-Dividend | Mar 21, 2027 | $0.01 |
0700.HK | Ex-Dividend | May 15, 2027 | $0.68 |
A2A.MI | Ex-Dividend | May 23, 2027 | $0.12 |
9988.HK | Ex-Dividend | Jun 10, 2027 | $0.13 |
BABA | Ex-Dividend | Jun 11, 2027 | $1.05 |
Performance Metrics
Score 2.8/10
Beta
0.38
0.38
0
0.8
1.2
0
2
Sharpe Ratio
-0.06
-0.06
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.1
-0.1
-1
1
2
3
3
Jensen's Alpha
-6.68
-6.68
-7
0
2
4.5
4.5
Omega Ratio
0.75
0.75
0
1
1.5
2.5
2.5
Treynor Ratio
-0.55
-0.55
-1
0.75
1.25
2
2
Information Ratio
-0.33
-0.33
-1
0.3
0.6
1
1
Calmar Ratio
-0.09
-0.09
-1
0.3
0.6
1
1
Beta
0.38
0.38
0
0.8
1.2
0
2
Sharpe Ratio
-0.06
-0.06
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.1
-0.1
-1
1
2
3
3
Jensen's Alpha
-6.68
-6.68
-7
0
2
4.5
4.5
Omega Ratio
0.75
0.75
0
1
1.5
2.5
2.5
Treynor Ratio
-0.55
-0.55
-1
0.75
1.25
2
2
Information Ratio
-0.33
-0.33
-1
0.3
0.6
1
1
Calmar Ratio
-0.09
-0.09
-1
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
22.96
High:
HOOD
50.53HOODLow:
COIN
-49COINDetails
PEG Ratio
0.95
High:CEG
3.72CEGLow:
CYPH
0.04CYPHDetails
Price/Book
7.39
High:NVDA
25.19NVDALow:00257.HK
0.5200257.HKDetails
Price/Sales
8.9
High:
CRSP
413.24CRSPLow:
SKHY
-SKHYDetails
Price/CF
18.41
High:
AVAV
126.53AVAVLow:00257.HK
2.6500257.HKDetails
Price/FCF
58.66
High:9988.HK
2,771.019988.HKLow:00257.HK
3.5300257.HKDetails
P/E Ratio
22.96
High:HOOD
50.53HOODLow:COIN
-49COINDetails
PEG Ratio
0.95
High:CEG
3.72CEGLow:CYPH
0.04CYPHDetails
Price/Book
7.39
High:NVDA
25.19NVDALow:00257.HK
0.5200257.HKDetails
Price/Sales
8.9
High:CRSP
413.24CRSPLow:SKHY
-SKHYDetails
Price/CF
18.41
High:AVAV
126.53AVAVLow:00257.HK
2.6500257.HKDetails
Price/FCF
58.66
High:9988.HK
2,771.019988.HKLow:00257.HK
3.5300257.HKDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-81.23% | Nov 2017 | - | 108 |