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+2.27%
Today
+0.1%
This Month
+2.79%
Year To Date
+43.98%
2 Years
+23.78%
5 Years
+5.85%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies37.22%
- 💰 Finance28.27%
- 📊 ETFs13.04%
- 🖥️ Technology Services6.6%
- 🛠️ Producer Manufacturing4.37%
- 💇♀️ Consumer Services3.47%
- 📡 Communications2.14%
- 💻 Electronic Technology1.31%
- 💼 Commercial Services1.24%
- ⚡ Utilities1.19%
- 🧬 Health Technology1.02%
- 💵 Cash0.1%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE37.66%
- 🌍 Digital Currency37.22%
- 🇬🇧 LSE13.04%
- 🇺🇸 Nasdaq8.73%
- 🇩🇪 FRA2.47%
- 🇫🇷 Euronext Paris0.75%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States38.97%
- 🇨🇦 Canada5.1%
- 🇩🇪 Germany2.47%
- 🇨🇳 China2.31%
- 🇫🇷 France0.75%
Dividends
Dividend Yield
0.67%
10 out of 20 instruments pay dividend.
3 dividend payments in the next 30 days.
Highest Dividend: $WU (10%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 JNJ | Pay Day | Jun 10, 2025 | $1.30 |
 MMM | Pay Day | Jun 12, 2025 | $0.73 |
 WU | Ex-Dividend | Jun 16, 2025 | $0.24 |
 DTE | Ex-Dividend | Jun 16, 2025 | $1.09 |
 DIS | Ex-Dividend | Jun 24, 2025 | $0.50 |
WU | Pay Day | Jun 30, 2025 | $0.24 |
DTE | Pay Day | Jul 15, 2025 | $1.09 |
DIS | Pay Day | Jul 23, 2025 | $0.50 |
 RY | Ex-Dividend | Jul 24, 2025 | $1.11 |
RY | Pay Day | Aug 22, 2025 | $1.11 |
Performance Metrics
Score 3.1/10
Beta
0.85
0.85
0
0.8
1.2
0
2
Sharpe Ratio
0.19
0.19
0
0.5
1
1.5
1.5
Sortino Ratio
0.3
0.3
0
1
2
3
3
Jensen's Alpha
-2.04
-2.04
-3
0
2
4.5
4.5
Omega Ratio
0.87
0.87
0
1
1.5
2.5
2.5
Treynor Ratio
0.43
0.43
0
0.75
1.25
2
2
Information Ratio
-0.17
-0.17
-1
0.3
0.6
1
1
Calmar Ratio
0.12
0.12
0
0.3
0.6
1
1
Beta
0.85
0.85
0
0.8
1.2
0
2
Sharpe Ratio
0.19
0.19
0
0.5
1
1.5
1.5
Sortino Ratio
0.3
0.3
0
1
2
3
3
Jensen's Alpha
-2.04
-2.04
-3
0
2
4.5
4.5
Omega Ratio
0.87
0.87
0
1
1.5
2.5
2.5
Treynor Ratio
0.43
0.43
0
0.75
1.25
2
2
Information Ratio
-0.17
-0.17
-1
0.3
0.6
1
1
Calmar Ratio
0.12
0.12
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
13.7
High:
BAS.DE
50.72BAS.DELow:
UBI.PA
-8.08UBI.PADetails
PEG Ratio
88.2
High:
PYPL
126.79PYPLLow:BAS.DE
2.25BAS.DEDetails
Price/Book
1.68
High:
MMM
17.63MMMLow:UBI.PA
0.78UBI.PADetails
Price/Sales
2.73
High:
ADBE
8.25ADBELow:BAS.DE
0.58BAS.DEDetails
Price/CF
30.2
High:MMM
82.67MMMLow:UBI.PA
2.04UBI.PADetails
Price/FCF
70.15
High:BAS.DE
656.13BAS.DELow:UBI.PA
2.14UBI.PADetails
P/E Ratio
13.7
High:BAS.DE
50.72BAS.DELow:UBI.PA
-8.08UBI.PADetails
PEG Ratio
88.2
High:PYPL
126.79PYPLLow:BAS.DE
2.25BAS.DEDetails
Price/Book
1.68
High:MMM
17.63MMMLow:UBI.PA
0.78UBI.PADetails
Price/Sales
2.73
High:ADBE
8.25ADBELow:BAS.DE
0.58BAS.DEDetails
Price/CF
30.2
High:MMM
82.67MMMLow:UBI.PA
2.04UBI.PADetails
Price/FCF
70.15
High:BAS.DE
656.13BAS.DELow:UBI.PA
2.14UBI.PADetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-42.83% | Sep 2021 | Nov 2024 | 38 |
-10.95% | Dec 2024 | - | 7 |
-8.34% | Jun 2021 | Aug 2021 | 2 |