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+0.85%
Today
+5.01%
This Month
-1.39%
Year To Date
+121.22%
2 Years
+41.5%
5 Years
+10.17%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs43.5%
- 🪙 Cryptocurrencies41.04%
- 🖥️ Technology Services4.87%
- 🛍️ Retail Trade2.17%
- 💻 Electronic Technology2.1%
- 💰 Finance2.02%
- 💵 Cash1.73%
- 💇♀️ Consumer Services0.85%
- 🧬 Health Technology0.71%
- 🚗 Consumer Durables0.62%
- 🪨 Non Energy Minerals0.54%
- ⛏️ Energy Minerals0.02%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency41.04%
- 🇺🇸 NYSE29.01%
- 🇺🇸 Nasdaq27.94%
- 🇭🇰 Hong Kong Exchanges0.42%
- 🇬🇧 LSE0.02%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States10.77%
- 🇱🇺 Luxembourg0.99%
- 🇨🇦 Canada0.54%
- 🇮🇪 Ireland0.49%
- 🇺🇾 Uruguay0.45%
- 🇨🇳 China0.42%
- 🇰🇾 Cayman Islands0.22%
- 🇷🇺 Russia0.02%
Dividends
Dividend Yield
0.24%
20 out of 42 instruments pay dividend.
3 dividend payments in the next 30 days.
Highest Dividend: $OGZDL.L (67.74%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 QQQ | 0.12% | 0.64% | - |
 MCHI | 0.02% | 1.99% | - |
 IWM | 0.01% | 1.24% | - |
 OGZDL.L | 0.01% | 67.74% | - |
 VGK | 0.01% | 3.16% | - |
 MCD | 0.01% | 2.21% | $6.53 |
 JNJ | 0.01% | 3.19% | $4.81 |
 VTRS | 0.01% | 6.35% | $0.48 |
 MSFT | 0.01% | 0.88% | $3 |
 V | 0.01% | 0.67% | $2.01 |
 WMT | 0.01% | 1.01% | $0.81 |
 MA | 0% | 0.55% | $2.46 |
 META | 0% | 0.4% | $1 |
 MU | 0% | 0.67% | $0.46 |
 BKNG | 0% | 0.78% | $17.5 |
 GOOG | 0% | 0.52% | $0.2 |
 AAPL | 0% | 0.51% | $0.97 |
 CCJ | 0% | 0.27% | $0.09 |
 CRM | 0% | 0.65% | $0.4 |
 NVDA | 0% | 0.04% | $0.02 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
CRM | Pay Day | Apr 24, 2025 | $0.42 |
QQQ | Pay Day | Apr 24, 2025 | $- |
WMT | Ex-Dividend | May 9, 2025 | $0.24 |
MA | Pay Day | May 9, 2025 | $0.76 |
MSFT | Ex-Dividend | May 15, 2025 | $0.83 |
JNJ | Ex-Dividend | May 27, 2025 | $1.30 |
WMT | Pay Day | May 27, 2025 | $0.24 |
JNJ | Pay Day | Jun 10, 2025 | $1.30 |
MSFT | Pay Day | Jun 12, 2025 | $0.83 |
IWM | Pay Day | Jun 17, 2025 | $- |
MCHI | Pay Day | Jun 17, 2025 | $- |
VGK | Pay Day | Jun 25, 2025 | $- |
Performance Metrics
Score 4.8/10
Beta
1.57
1.57
0
0.8
1.2
0
2
Sharpe Ratio
0.3
0.3
0
0.5
1
1.5
1.5
Sortino Ratio
0.52
0.52
0
1
2
3
3
Jensen's Alpha
3.92
3.92
-2
0
2
4.5
4.5
Omega Ratio
1.25
1.25
0
1
1.5
2.5
2.5
Treynor Ratio
0.53
0.53
0
0.75
1.25
2
2
Information Ratio
0.28
0.28
0
0.3
0.6
1
1
Calmar Ratio
0.18
0.18
0
0.3
0.6
1
1
Beta
1.57
1.57
0
0.8
1.2
0
2
Sharpe Ratio
0.3
0.3
0
0.5
1
1.5
1.5
Sortino Ratio
0.52
0.52
0
1
2
3
3
Jensen's Alpha
3.92
3.92
-2
0
2
4.5
4.5
Omega Ratio
1.25
1.25
0
1
1.5
2.5
2.5
Treynor Ratio
0.53
0.53
0
0.75
1.25
2
2
Information Ratio
0.28
0.28
0
0.3
0.6
1
1
Calmar Ratio
0.18
0.18
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
29.2
High:
CCJ
145.26CCJLow:
CRWD
-4,477CRWDDetails
PEG Ratio
100.61
High:
JNJ
473.64JNJLow:
OGZDL.L
0.01OGZDL.LDetails
Price/Book
9.3
High:
MA
72.91MALow:
MCD
-58.64MCDDetails
Price/Sales
5.59
High:CRWD
23.46CRWDLow:
VTRS
0.61VTRSDetails
Price/CF
24.54
High:
TSLA
95.18TSLALow:OGZDL.L
2.84OGZDL.LDetails
Price/FCF
50.64
High:
MU
1,171.75MULow:
JAZZ
5.58JAZZDetails
P/E Ratio
29.2
High:CCJ
145.26CCJLow:CRWD
-4,477CRWDDetails
PEG Ratio
100.61
High:JNJ
473.64JNJLow:OGZDL.L
0.01OGZDL.LDetails
Price/Book
9.3
High:MA
72.91MALow:MCD
-58.64MCDDetails
Price/Sales
5.59
High:CRWD
23.46CRWDLow:VTRS
0.61VTRSDetails
Price/CF
24.54
High:TSLA
95.18TSLALow:OGZDL.L
2.84OGZDL.LDetails
Price/FCF
50.64
High:MU
1,171.75MULow:JAZZ
5.58JAZZDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-47.49% | Nov 2021 | Mar 2024 | 28 |
-12.04% | Feb 2025 | - | 3 |
-9.42% | Apr 2024 | Jun 2024 | 2 |
-5.46% | Dec 2024 | Jan 2025 | 1 |
-1.76% | Aug 2024 | Sep 2024 | 1 |