Loading...
+0.57%
Today
-2.64%
This Month
-15.09%
Year To Date
+59.36%
2 Years
+134.08%
5 Years
+20.39%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- šŖ Cryptocurrencies65.92%
- š„ļø Technology Services7.11%
- š° Finance5.15%
- š» Electronic Technology5.14%
- š Consumer Non Durables4.6%
- š ETFs4.02%
- šļø Retail Trade3.7%
- š Consumer Durables1.99%
- ā” Utilities1.4%
- šāāļø Consumer Services0.95%
- šµ Cash0.05%
Exchanges Breakdown
- Exchange
- Total
- š Digital Currency65.92%
- šŗšø NYSE13.7%
- šŗšø Nasdaq13.5%
- š¬š§ LSE4.62%
- š«š· Euronext Paris0.94%
- š®š¹ Borsa Italiana0.91%
- šš° Hong Kong Exchanges0.39%
Countries Breakdown
- Country
- Total
- šŗšø United States22.17%
- š¬š§ United Kingdom2.34%
- šÆšµ Japan1.99%
- š«š· France0.94%
- š³š± Netherlands0.93%
- š®š¹ Italy0.91%
- šš° Hong Kong0.39%
- šØš³ China0.38%
Dividends
Dividend Yield
0.66%
21 out of 40 instruments pay dividend.
3 dividend payments in the next 30 days.
Highest Dividend: $INVP.L (7.91%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 INVP.L | 0.18% | 7.91% | $0.35 |
 KO | 0.07% | 2.69% | $1.89 |
 LMT | 0.05% | 2.78% | $12.45 |
 DBA | 0.04% | 4% | - |
 A2A.MI | 0.04% | 4.7% | $0.1 |
 C | 0.03% | 3.54% | $2.12 |
 MSFT | 0.03% | 0.88% | $3 |
 BN.PA | 0.03% | 2.91% | $2.1 |
 CL | 0.02% | 2.12% | $1.96 |
 WMT | 0.02% | 1.01% | $0.81 |
 NTDOY | 0.02% | 0.97% | $0.24 |
 0992.HK | 0.02% | 4.8% | $0.38 |
 META | 0.01% | 0.4% | $1 |
 STM.US | 0.01% | 1.51% | $0.23 |
 V | 0.01% | 0.67% | $2.01 |
 JD.US | 0.01% | 2.82% | $0.74 |
 WCLD | 0.01% | 1.68% | - |
 INTC | 0.01% | 2.64% | $0.5 |
 BYD | 0.01% | 1.07% | $0.66 |
 AWK | 0.01% | 2.06% | $2.89 |
 AAPL | 0.01% | 0.51% | $0.97 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
JD.US | Pay Day | Apr 29, 2025 | $1.00 |
C | Ex-Dividend | May 5, 2025 | $0.56 |
BN.PA | Ex-Dividend | May 5, 2025 | $2.15 |
BN.PA | Pay Day | May 7, 2025 | $2.15 |
WMT | Ex-Dividend | May 9, 2025 | $0.24 |
MSFT | Ex-Dividend | May 15, 2025 | $0.83 |
CL | Pay Day | May 15, 2025 | $0.52 |
A2A.MI | Ex-Dividend | May 19, 2025 | $0.11 |
A2A.MI | Pay Day | May 21, 2025 | $0.11 |
C | Pay Day | May 23, 2025 | $0.56 |
WMT | Pay Day | May 27, 2025 | $0.24 |
MSFT | Pay Day | Jun 12, 2025 | $0.83 |
Performance Metrics
Score 6.1/10
Beta
1.53
1.53
0
0.8
1.2
0
2
Sharpe Ratio
0.55
0.55
0
0.5
1
1.5
1.5
Sortino Ratio
1.18
1.18
0
1
2
3
3
Jensen's Alpha
11.05
11.05
-2
0
2
12
12
Omega Ratio
1.42
1.42
0
1
1.5
2.5
2.5
Treynor Ratio
1.42
1.42
0
0.75
1.25
2
2
Information Ratio
0.38
0.38
0
0.3
0.6
1
1
Calmar Ratio
0.33
0.33
0
0.3
0.6
1
1
Beta
1.53
1.53
0
0.8
1.2
0
2
Sharpe Ratio
0.55
0.55
0
0.5
1
1.5
1.5
Sortino Ratio
1.18
1.18
0
1
2
3
3
Jensen's Alpha
11.05
11.05
-2
0
2
12
12
Omega Ratio
1.42
1.42
0
1
1.5
2.5
2.5
Treynor Ratio
1.42
1.42
0
0.75
1.25
2
2
Information Ratio
0.38
0.38
0
0.3
0.6
1
1
Calmar Ratio
0.33
0.33
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
28.31
High:
NTDOY
39.96NTDOYLow:
INTC
-4.33INTCDetails
PEG Ratio
133.86
High:
BYD
510.14BYDLow:
C
11.25CDetails
Price/Book
9.08
High:
CL
366.04CLLow:C
0.61CDetails
Price/Sales
5.09
High:
V
17.78VLow:
0992.HK
0.210992.HKDetails
Price/CF
23.52
High:
KO
39.5KOLow:
A2A.MI
3.87A2A.MIDetails
Price/FCF
51.79
High:KO
272.99KOLow:
JD.US
9.2JD.USDetails
P/E Ratio
28.31
High:NTDOY
39.96NTDOYLow:INTC
-4.33INTCDetails
PEG Ratio
133.86
High:BYD
510.14BYDLow:C
11.25CDetails
Price/Book
9.08
High:CL
366.04CLLow:C
0.61CDetails
Price/Sales
5.09
High:V
17.78VLow:0992.HK
0.210992.HKDetails
Price/CF
23.52
High:KO
39.5KOLow:A2A.MI
3.87A2A.MIDetails
Price/FCF
51.79
High:KO
272.99KOLow:JD.US
9.2JD.USDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-62.35% | Sep 2021 | - | 44 |
-17.76% | May 2021 | Aug 2021 | 3 |
-2.66% | Oct 2020 | Nov 2020 | 1 |