Loading...
-0.91%
This Month
+36.69%
Year To Date
+70.99%
2 Years
+184.37%
5 Years
+46.53%
10 Years
+6.58%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies36.04%
- 📊 ETFs35.63%
- 💵 Cash9.09%
- ⛏️ Energy Minerals3.64%
- 💰 Finance3.36%
- 🪨 Non Energy Minerals2.79%
- 🖥️ Technology Services2.37%
- 🍞 Consumer Non Durables2.23%
- 🛍️ Retail Trade1.38%
- 🚚 Transportation1.16%
- ⚡ Utilities1.11%
- 💻 Electronic Technology0.9%
- 🏭 Industrial Services0.53%
- 🧬 Health Technology0.48%
- 🧩 Miscellaneous0.44%
- 🧪 Process Industries0.26%
- 📡 Communications0.25%
- 💇♀️ Consumer Services0.21%
- 🛠️ Producer Manufacturing0.08%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE45.15%
- 🌍 Digital Currency36.04%
- 🇺🇸 Nasdaq3.82%
- 🇬🇧 LSE2.94%
- 🇭🇰 Hong Kong Exchanges2.64%
- 🇺🇸 Chicago Board Options Exchange1.25%
- 🇳🇴 Oslo Stock Exchange0.61%
- 🇸🇦 Tadawul0.21%
- 🇩🇪 FRA0.17%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States10.79%
- 🇨🇳 China4.3%
- 🇨🇦 Canada2.21%
- 🇬🇧 United Kingdom1.64%
- 🇳🇴 Norway0.61%
- 🇸🇦 Saudi Arabia0.21%
- 🇩🇪 Germany0.17%
Dividends
Dividend Yield
1.78%
58 out of 90 instruments pay dividend.
10 dividend payments in the next 30 days.
Highest Dividend: $ARR (18.28%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 SDIV | 0.36% | 10.34% | - |
 IAPD.L | 0.16% | 9.65% | - |
 CVX | 0.08% | 4.4% | $6.28 |
 QYLD | 0.07% | 11.23% | - |
 HDV | 0.07% | 3.46% | - |
 FXI | 0.05% | 2.62% | - |
 VTI | 0.05% | 1.22% | - |
 VGK | 0.05% | 2.96% | - |
 SPY | 0.05% | 1.16% | - |
 DIV | 0.05% | 6.3% | - |
 DJP | 0.05% | 3.69% | - |
 XOP | 0.04% | 2.56% | - |
 BP.L | 0.04% | 5.9% | $0.23 |
 RIO | 0.04% | 5.81% | $4.34 |
 KO | 0.04% | 2.97% | $1.89 |
 VWO | 0.03% | 2.81% | - |
 02386.HK | 0.03% | 5.76% | $0.38 |
 B | 0.03% | 1.63% | $0.4 |
 ED | 0.03% | 3.47% | $3.28 |
 AGNC | 0.03% | 13.97% | $1.44 |
 VNQ | 0.03% | 3.89% | - |
 PG | 0.03% | 2.59% | $3.83 |
 NLY | 0.02% | 12.26% | $2.6 |
 1398.HK | 0.02% | 5.59% | $0.33 |
 0386.HK | 0.02% | 6.04% | $0.37 |
 VIG | 0.02% | 1.72% | - |
 XOM | 0.02% | 3.63% | $3.76 |
 BND | 0.02% | 3.73% | - |
 HYG | 0.02% | 5.77% | - |
 ARR | 0.02% | 18.28% | $3.84 |
 VZ | 0.02% | 6.13% | $2.66 |
 TIP | 0.01% | 2.47% | - |
 SAOC | 0.01% | 6.74% | $1.87 |
 SVT.L | 0.01% | 4.78% | $1.17 |
 WPC | 0.01% | 5.21% | $3.67 |
 O | 0.01% | 5.41% | $3.09 |
 NHY.OL | 0.01% | 3.38% | $2.5 |
 VOO | 0.01% | 1.22% | - |
 ISTB | 0.01% | 3.96% | - |
 SCHD | 0.01% | 3.87% | - |
 DAL | 0.01% | 1.05% | $0.3 |
 STAG | 0.01% | 4.03% | $1.47 |
 AGG | 0.01% | 3.79% | - |
 VTV | 0.01% | 2.19% | - |
 0700.HK | 0.01% | 0.74% | $3.4 |
 BABA | 0.01% | 0.76% | $0.98 |
 AMT | 0.01% | 3.36% | $6.56 |
 SPLV | 0.01% | 1.76% | - |
 IJR | 0.01% | 2.16% | - |
 VB | 0% | 1.4% | - |
 9618.HK | 0% | 3.19% | $2.97 |
 JD.US | 0% | 3.14% | $0.74 |
 YAR.OL | 0% | 1.39% | $5 |
 LIT | 0% | 0.69% | - |
 DIS | 0% | 0.85% | $0.75 |
 BAYN.DE | 0% | 0.39% | $0.11 |
 NLOP | 0% | -1.05% | $-0.34 |
 GEHC | 0% | -0.18% | $-0.12 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
02386.HK | Ex-Dividend | Sep 8, 2025 | $0.02 |
CVX | Pay Day | Sep 10, 2025 | $1.71 |
XOM | Pay Day | Sep 10, 2025 | $0.99 |
AGNC | Pay Day | Sep 10, 2025 | $0.12 |
KO | Ex-Dividend | Sep 15, 2025 | $0.51 |
ED | Pay Day | Sep 15, 2025 | $0.85 |
B | Pay Day | Sep 15, 2025 | $0.15 |
O | Pay Day | Sep 15, 2025 | $0.27 |
ARR | Ex-Dividend | Sep 15, 2025 | $0.24 |
0386.HK | Pay Day | Sep 25, 2025 | $0.01 |
RIO | Pay Day | Sep 25, 2025 | $1.48 |
ARR | Pay Day | Sep 29, 2025 | $0.24 |
STAG | Ex-Dividend | Sep 30, 2025 | $0.12 |
KO | Pay Day | Oct 1, 2025 | $0.51 |
STAG | Pay Day | Oct 15, 2025 | $0.12 |
02386.HK | Pay Day | Oct 27, 2025 | $0.02 |
Performance Metrics
Score 3.3/10
Beta
1.02
1.02
0
0.8
1.2
0
2
Sharpe Ratio
0.27
0.27
0
0.5
1
1.5
1.5
Sortino Ratio
0.4
0.4
0
1
2
3
3
Jensen's Alpha
-5.07
-5.07
-6
0
2
4.5
4.5
Omega Ratio
0.83
0.83
0
1
1.5
2.5
2.5
Treynor Ratio
0.65
0.65
0
0.75
1.25
2
2
Information Ratio
-0.21
-0.21
-1
0.3
0.6
1
1
Calmar Ratio
0.1
0.1
0
0.3
0.6
1
1
Beta
1.02
1.02
0
0.8
1.2
0
2
Sharpe Ratio
0.27
0.27
0
0.5
1
1.5
1.5
Sortino Ratio
0.4
0.4
0
1
2
3
3
Jensen's Alpha
-5.07
-5.07
-6
0
2
4.5
4.5
Omega Ratio
0.83
0.83
0
1
1.5
2.5
2.5
Treynor Ratio
0.65
0.65
0
0.75
1.25
2
2
Information Ratio
-0.21
-0.21
-1
0.3
0.6
1
1
Calmar Ratio
0.1
0.1
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
20.85
High:
BP.L
159.96BP.LLow:
ARR
-66.6ARRDetails
PEG Ratio
118.97
High:
1398.HK
910.831398.HKLow:
QS
-95.92QSDetails
Price/Book
2.52
High:
AMT
24.6AMTLow:
BA
-52.82BADetails
Price/Sales
2.1
High:
COIN
10.1COINLow:QS
-QSDetails
Price/CF
10.33
High:
TTWO
434.3TTWOLow:
AAL
1.81AALDetails
Price/FCF
29.1
High:
03690.HK
387.8103690.HKLow:1398.HK
3.511398.HKDetails
P/E Ratio
20.85
High:BP.L
159.96BP.LLow:ARR
-66.6ARRDetails
PEG Ratio
118.97
High:1398.HK
910.831398.HKLow:QS
-95.92QSDetails
Price/Book
2.52
High:AMT
24.6AMTLow:BA
-52.82BADetails
Price/Sales
2.1
High:COIN
10.1COINLow:QS
-QSDetails
Price/CF
10.33
High:TTWO
434.3TTWOLow:AAL
1.81AALDetails
Price/FCF
29.1
High:03690.HK
387.8103690.HKLow:1398.HK
3.511398.HKDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-57.21% | Jul 2019 | Apr 2021 | 21 |
-24.47% | Nov 2021 | Feb 2024 | 27 |
-7.25% | Dec 2024 | May 2025 | 5 |
-4.3% | May 2021 | Aug 2021 | 3 |
-2.58% | Apr 2024 | Sep 2024 | 5 |
-0.95% | Oct 2024 | Nov 2024 | 1 |
-0.91% | Sep 2025 | - | 1 |