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-1.62%
Today
-0.25%
This Month
+13.09%
Year To Date
+137.63%
2 Years
+62.28%
5 Years
+13.78%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies43.3%
- 📊 ETFs23.13%
- 💵 Cash22.98%
- 🖥️ Technology Services5.3%
- 💻 Electronic Technology2.45%
- 🛍️ Retail Trade2.17%
- 💰 Finance1.75%
- 💇♀️ Consumer Services0.8%
- 🪨 Non Energy Minerals0.68%
- 🚗 Consumer Durables0.64%
- 🧬 Health Technology0.63%
- 💼 Commercial Services0.21%
- ⛏️ Energy Minerals0.01%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency43.3%
- 🇺🇸 Nasdaq22.85%
- 🇺🇸 NYSE14.44%
- 🇭🇰 Hong Kong Exchanges0.46%
- 🇬🇧 LSE0.01%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States11.29%
- 🇱🇺 Luxembourg1.06%
- 🇨🇦 Canada0.68%
- 🇺🇾 Uruguay0.48%
- 🇨🇳 China0.46%
- 🇮🇪 Ireland0.44%
- 🇰🇾 Cayman Islands0.21%
- 🇷🇺 Russia0.01%
Dividends
Dividend Yield
0.24%
20 out of 42 instruments pay dividend.
8 dividend payments in the next 30 days.
Highest Dividend: $OGZDL.L (67.74%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 MCHI | 0.09% | 2.09% | - |
 QQQ | 0.06% | 0.63% | - |
 IWM | 0.01% | 1.27% | - |
 VGK | 0.01% | 3.03% | - |
 OGZDL.L | 0.01% | 67.74% | - |
 MCD | 0.01% | 2.27% | $6.53 |
 JNJ | 0.01% | 3.28% | $4.81 |
 VTRS | 0.01% | 5.66% | $0.48 |
 MSFT | 0.01% | 0.69% | $3 |
 V | 0.01% | 0.62% | $2.01 |
 WMT | 0% | 0.96% | $0.81 |
 META | 0% | 0.3% | $1 |
 MA | 0% | 0.49% | $2.46 |
 MU | 0% | 0.43% | $0.46 |
 BKNG | 0% | 0.66% | $17.5 |
 GOOG | 0% | 0.47% | $0.2 |
 AAPL | 0% | 0.5% | $0.97 |
 CCJ | 0% | 0.18% | $0.09 |
 CRM | 0% | 0.6% | $0.4 |
 NVDA | 0% | 0.03% | $0.02 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
GOOG | Ex-Dividend | Jun 9, 2025 | $0.21 |
JNJ | Pay Day | Jun 10, 2025 | $1.30 |
NVDA | Ex-Dividend | Jun 11, 2025 | $0.01 |
MSFT | Pay Day | Jun 12, 2025 | $0.83 |
GOOG | Pay Day | Jun 16, 2025 | $0.21 |
META | Ex-Dividend | Jun 16, 2025 | $0.52 |
MCD | Pay Day | Jun 16, 2025 | $1.77 |
VTRS | Pay Day | Jun 16, 2025 | $0.12 |
META | Pay Day | Jun 26, 2025 | $0.52 |
BKNG | Pay Day | Jun 30, 2025 | $9.60 |
NVDA | Pay Day | Jul 3, 2025 | $0.01 |
WMT | Ex-Dividend | Aug 15, 2025 | $0.24 |
WMT | Pay Day | Sep 2, 2025 | $0.24 |
MCHI | Pay Day | Dec 20, 2025 | $0.00 |
Performance Metrics
Score 5.4/10
Beta
1.57
1.57
0
0.8
1.2
0
2
Sharpe Ratio
0.44
0.44
0
0.5
1
1.5
1.5
Sortino Ratio
0.78
0.78
0
1
2
3
3
Jensen's Alpha
7.11
7.11
-2
0
2
8
8
Omega Ratio
1.42
1.42
0
1
1.5
2.5
2.5
Treynor Ratio
0.78
0.78
0
0.75
1.25
2
2
Information Ratio
0.43
0.43
0
0.3
0.6
1
1
Calmar Ratio
0.29
0.29
0
0.3
0.6
1
1
Beta
1.57
1.57
0
0.8
1.2
0
2
Sharpe Ratio
0.44
0.44
0
0.5
1
1.5
1.5
Sortino Ratio
0.78
0.78
0
1
2
3
3
Jensen's Alpha
7.11
7.11
-2
0
2
8
8
Omega Ratio
1.42
1.42
0
1
1.5
2.5
2.5
Treynor Ratio
0.78
0.78
0
0.75
1.25
2
2
Information Ratio
0.43
0.43
0
0.3
0.6
1
1
Calmar Ratio
0.29
0.29
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
34.11
High:
TSLA
182.61TSLALow:
CRWD
-659.17CRWDDetails
PEG Ratio
699.22
High:
CCJ
10,370.61CCJLow:
OGZDL.L
0.01OGZDL.LDetails
Price/Book
10.89
High:
MA
79.68MALow:
MCD
-64.5MCDDetails
Price/Sales
6.96
High:CRWD
27.66CRWDLow:
VTRS
0.72VTRSDetails
Price/CF
21.39
High:CRWD
77.06CRWDLow:OGZDL.L
2.84OGZDL.LDetails
Price/FCF
46.68
High:
MU
1,171.75MULow:
JAZZ
5JAZZDetails
P/E Ratio
34.11
High:TSLA
182.61TSLALow:CRWD
-659.17CRWDDetails
PEG Ratio
699.22
High:CCJ
10,370.61CCJLow:OGZDL.L
0.01OGZDL.LDetails
Price/Book
10.89
High:MA
79.68MALow:MCD
-64.5MCDDetails
Price/Sales
6.96
High:CRWD
27.66CRWDLow:VTRS
0.72VTRSDetails
Price/CF
21.39
High:CRWD
77.06CRWDLow:OGZDL.L
2.84OGZDL.LDetails
Price/FCF
46.68
High:MU
1,171.75MULow:JAZZ
5JAZZDetails
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 |