Loading...
+0.46%
This Month
+28.54%
Year To Date
+189.16%
2 Years
+84.44%
5 Years
+84.44%
10 Years
+16.54%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash56.96%
- 🪙 Cryptocurrencies22.17%
- 📊 ETFs18.68%
- 🖥️ Technology Services4.45%
- 💻 Electronic Technology2.77%
- 🛍️ Retail Trade1.98%
- 💰 Finance1.27%
- 🪨 Non Energy Minerals0.88%
- 💇♀️ Consumer Services0.6%
- 🚗 Consumer Durables0.55%
- 🧬 Health Technology0.33%
- ⛏️ Energy Minerals0.01%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency22.17%
- 🇺🇸 NYSE17.75%
- 🇺🇸 Nasdaq13.43%
- 🇭🇰 Hong Kong Exchanges0.34%
- 🇬🇧 LSE0.01%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States10.12%
- 🇨🇦 Canada0.88%
- 🇱🇺 Luxembourg0.77%
- 🇮🇪 Ireland0.39%
- 🇨🇳 China0.34%
- 🇺🇾 Uruguay0.33%
- 🇷🇺 Russia0.01%
Dividends
Dividend Yield
0.3%
18 out of 38 instruments pay dividend.
6 dividend payments in the next 30 days.
Highest Dividend: $OGZDL.L (67.74%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 MCHI | 0.12% | 2.59% | - |
 VGK | 0.08% | 2.96% | - |
 IWM | 0.03% | 1.15% | - |
 VWO | 0.02% | 2.81% | - |
 OGZDL.L | 0.01% | 67.74% | - |
 MCD | 0.01% | 2.24% | $6.53 |
 VTRS | 0% | 4.65% | $0.48 |
 MSFT | 0% | 0.65% | $3 |
 V | 0% | 0.67% | $2.01 |
 MU | 0% | 0.37% | $0.46 |
 WMT | 0% | 0.94% | $0.81 |
 GOOG | 0% | 0.35% | $0.2 |
 MA | 0% | 0.49% | $2.46 |
 META | 0% | 0.27% | $1 |
 AAPL | 0% | 0.43% | $0.97 |
 BKNG | 0% | 0.67% | $17.5 |
 CCJ | 0% | 0.15% | $0.09 |
 NVDA | 0% | 0.02% | $0.02 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
GOOG | Ex-Dividend | Sep 8, 2025 | $0.21 |
MSFT | Pay Day | Sep 11, 2025 | $0.83 |
NVDA | Ex-Dividend | Sep 11, 2025 | $0.01 |
GOOG | Pay Day | Sep 15, 2025 | $0.21 |
VTRS | Pay Day | Sep 15, 2025 | $0.12 |
MCD | Pay Day | Sep 16, 2025 | $1.77 |
BKNG | Pay Day | Sep 30, 2025 | $9.60 |
NVDA | Pay Day | Oct 2, 2025 | $0.01 |
WMT | Ex-Dividend | Dec 12, 2025 | $0.24 |
WMT | Pay Day | Jan 5, 2026 | $0.24 |
Performance Metrics
Score 5.7/10
Beta
1.55
1.55
0
0.8
1.2
0
2
Sharpe Ratio
0.51
0.51
0
0.5
1
1.5
1.5
Sortino Ratio
0.91
0.91
0
1
2
3
3
Jensen's Alpha
5.89
5.89
-2
0
2
6
6
Omega Ratio
1.42
1.42
0
1
1.5
2.5
2.5
Treynor Ratio
0.89
0.89
0
0.75
1.25
2
2
Information Ratio
0.44
0.44
0
0.3
0.6
1
1
Calmar Ratio
0.34
0.34
0
0.3
0.6
1
1
Beta
1.55
1.55
0
0.8
1.2
0
2
Sharpe Ratio
0.51
0.51
0
0.5
1
1.5
1.5
Sortino Ratio
0.91
0.91
0
1
2
3
3
Jensen's Alpha
5.89
5.89
-2
0
2
6
6
Omega Ratio
1.42
1.42
0
1
1.5
2.5
2.5
Treynor Ratio
0.89
0.89
0
0.75
1.25
2
2
Information Ratio
0.44
0.44
0
0.3
0.6
1
1
Calmar Ratio
0.34
0.34
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
34.73
High:
TSLA
196.04TSLALow:
CRWD
-344.69CRWDDetails
PEG Ratio
1,809.15
High:
AAPL
24,779.06AAPLLow:
OGZDL.L
0.01OGZDL.LDetails
Price/Book
11.61
High:
MA
68.72MALow:
MCD
-81.96MCDDetails
Price/Sales
7.43
High:
NVDA
25.49NVDALow:
VTRS
0.86VTRSDetails
Price/CF
23.42
High:CRWD
81.8CRWDLow:OGZDL.L
2.84OGZDL.LDetails
Price/FCF
55.02
High:TSLA
200.12TSLALow:
JAZZ
5.13JAZZDetails
P/E Ratio
34.73
High:TSLA
196.04TSLALow:CRWD
-344.69CRWDDetails
PEG Ratio
1,809.15
High:AAPL
24,779.06AAPLLow:OGZDL.L
0.01OGZDL.LDetails
Price/Book
11.61
High:MA
68.72MALow:MCD
-81.96MCDDetails
Price/Sales
7.43
High:NVDA
25.49NVDALow:VTRS
0.86VTRSDetails
Price/CF
23.42
High:CRWD
81.8CRWDLow:OGZDL.L
2.84OGZDL.LDetails
Price/FCF
55.02
High:TSLA
200.12TSLALow:JAZZ
5.13JAZZDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-47.49% | Nov 2021 | Mar 2024 | 28 |
-12.04% | Feb 2025 | May 2025 | 3 |
-9.42% | Apr 2024 | Jun 2024 | 2 |
-5.46% | Dec 2024 | Jan 2025 | 1 |
-1.76% | Aug 2024 | Sep 2024 | 1 |