Loading...
+1.05%
Today
+16.96%
This Month
+12.67%
Year To Date
+113.38%
2 Years
+210.61%
5 Years
+26.43%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- šŖ Cryptocurrencies69.9%
- š„ļø Technology Services7.44%
- š° Finance4.67%
- š» Electronic Technology4.49%
- š ETFs3.34%
- š Consumer Non Durables3.22%
- šļø Retail Trade3.08%
- š Consumer Durables1.8%
- ā” Utilities1.05%
- šāāļø Consumer Services0.9%
- šµ Cash0.3%
Exchanges Breakdown
- Exchange
- Total
- š Digital Currency69.9%
- šŗšø Nasdaq13.06%
- šŗšø NYSE11.06%
- š¬š§ LSE4.15%
- š®š¹ Borsa Italiana0.7%
- š«š· Euronext Paris0.65%
- šš° Hong Kong Exchanges0.37%
Countries Breakdown
- Country
- Total
- šŗšø United States19.57%
- š¬š§ United Kingdom2.18%
- šÆšµ Japan1.8%
- š³š± Netherlands1.11%
- š®š¹ Italy0.7%
- š«š· France0.65%
- šš° Hong Kong0.37%
- šØš³ China0.28%
Dividends
Dividend Yield
0.5%
21 out of 40 instruments pay dividend.
2 dividend payments in the next 30 days.
Highest Dividend: $INVP.L (6.51%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 INVP.L | 0.14% | 6.51% | $0.35 |
 KO | 0.06% | 2.88% | $1.89 |
 LMT | 0.04% | 2.85% | $12.45 |
 DBA | 0.03% | 4.06% | - |
 A2A.MI | 0.03% | 4.6% | $0.1 |
 C | 0.02% | 2.44% | $2.12 |
 MSFT | 0.02% | 0.65% | $3 |
 BN.PA | 0.02% | 3.17% | $2.1 |
 CL | 0.02% | 2.35% | $1.96 |
 WMT | 0.02% | 0.99% | $0.81 |
 NTDOY | 0.01% | 0.8% | $0.24 |
 0992.HK | 0.01% | 3.84% | $0.38 |
 META | 0.01% | 0.29% | $1 |
 STM.US | 0.01% | 0.94% | $0.23 |
 V | 0.01% | 0.66% | $2.01 |
 WCLD | 0.01% | 1.68% | - |
 JD.US | 0.01% | 2.89% | $0.74 |
 AWK | 0.01% | 2.18% | $2.89 |
 INTC | 0.01% | 2.16% | $0.5 |
 BYD | 0.01% | 0.85% | $0.66 |
 AAPL | 0.01% | 0.48% | $0.97 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
0992.HK | Ex-Dividend | Jul 30, 2025 | $0.04 |
C | Ex-Dividend | Aug 4, 2025 | $0.60 |
0992.HK | Pay Day | Aug 13, 2025 | $0.04 |
INVP.L | Ex-Dividend | Aug 14, 2025 | $0.27 |
WMT | Ex-Dividend | Aug 15, 2025 | $0.24 |
CL | Pay Day | Aug 15, 2025 | $0.52 |
MSFT | Ex-Dividend | Aug 21, 2025 | $0.83 |
C | Pay Day | Aug 22, 2025 | $0.60 |
INVP.L | Pay Day | Aug 29, 2025 | $0.27 |
WMT | Pay Day | Sep 2, 2025 | $0.24 |
LMT | Ex-Dividend | Sep 2, 2025 | $3.30 |
MSFT | Pay Day | Sep 11, 2025 | $0.83 |
KO | Ex-Dividend | Sep 15, 2025 | $0.51 |
LMT | Pay Day | Sep 26, 2025 | $3.30 |
KO | Pay Day | Oct 1, 2025 | $0.51 |
DBA | Pay Day | Dec 27, 2025 | $0.00 |
Performance Metrics
Score 6.2/10
Beta
1.5
1.5
0
0.8
1.2
0
2
Sharpe Ratio
0.57
0.57
0
0.5
1
1.5
1.5
Sortino Ratio
1.23
1.23
0
1
2
3
3
Jensen's Alpha
9.81
9.81
-2
0
2
10
10
Omega Ratio
1.41
1.41
0
1
1.5
2.5
2.5
Treynor Ratio
1.48
1.48
0
0.75
1.25
2
2
Information Ratio
0.37
0.37
0
0.3
0.6
1
1
Calmar Ratio
0.35
0.35
0
0.3
0.6
1
1
Beta
1.5
1.5
0
0.8
1.2
0
2
Sharpe Ratio
0.57
0.57
0
0.5
1
1.5
1.5
Sortino Ratio
1.23
1.23
0
1
2
3
3
Jensen's Alpha
9.81
9.81
-2
0
2
10
10
Omega Ratio
1.41
1.41
0
1
1.5
2.5
2.5
Treynor Ratio
1.48
1.48
0
0.75
1.25
2
2
Information Ratio
0.37
0.37
0
0.3
0.6
1
1
Calmar Ratio
0.35
0.35
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
34.19
High:
NTDOY
56.11NTDOYLow:
APPS
-6.04APPSDetails
PEG Ratio
1,257.41
High:
KO
9,978.59KOLow:APPS
-7.69APPSDetails
Price/Book
10.72
High:
CL
193.87CLLow:
C
0.87CDetails
Price/Sales
6.75
High:
V
18.31VLow:
JD.US
0.31JD.USDetails
Price/CF
20.22
High:KO
282.33KOLow:
INVP.L
2.71INVP.LDetails
Price/FCF
48.48
High:KO
272.99KOLow:JD.US
9.2JD.USDetails
P/E Ratio
34.19
High:NTDOY
56.11NTDOYLow:APPS
-6.04APPSDetails
PEG Ratio
1,257.41
High:KO
9,978.59KOLow:APPS
-7.69APPSDetails
Price/Book
10.72
High:CL
193.87CLLow:C
0.87CDetails
Price/Sales
6.75
High:V
18.31VLow:JD.US
0.31JD.USDetails
Price/CF
20.22
High:KO
282.33KOLow:INVP.L
2.71INVP.LDetails
Price/FCF
48.48
High:KO
272.99KOLow:JD.US
9.2JD.USDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-62.35% | Sep 2021 | - | 47 |
-17.76% | May 2021 | Aug 2021 | 3 |
-2.66% | Oct 2020 | Nov 2020 | 1 |