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+1.07%
Today
-0.08%
This Month
-23.74%
Year To Date
+7.04%
2 Years
+7.04%
5 Years
+12.38%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- šŖ Cryptocurrencies45.23%
- š ETFs12.02%
- š° Finance9.82%
- š„ļø Technology Services8.78%
- š Indexes7.55%
- š¾ Commodities6.17%
- š Consumer Durables3.82%
- š» Electronic Technology2.52%
- š„ Health Services1.13%
- š§¬ Health Technology0.65%
- šµ Cash0.41%
- š¼ Commercial Services0.17%
Exchanges Breakdown
- Exchange
- Total
- š Digital Currency45.23%
- šŗšø NYSE18.91%
- šŗšø Nasdaq17.85%
- š CFD7.55%
- š Commodity6.17%
- šŗšø Chicago Board Options Exchange0.77%
- š¬š§ LSE0.73%
- š©š° Copenhagen Stock Exchange0.65%
Countries Breakdown
- Country
- Total
- šŗšø United States24.95%
- š¬š§ United Kingdom0.73%
- š©š° Denmark0.65%
- š¹š¼ Taiwan0.32%
- š®š± Israel0.24%
Dividends
Dividend Yield
0.45%
23 out of 62 instruments pay dividend.
4 dividend payments in the next 30 days.
Highest Dividend: $UUP (4.61%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 TLT | 0.09% | 4.12% | - |
 IXC | 0.06% | 4.15% | - |
 C | 0.05% | 3.54% | $2.12 |
 UUP | 0.04% | 4.61% | - |
 SPY | 0.03% | 1.28% | - |
 GS | 0.03% | 2.36% | $11 |
 SVS.L | 0.02% | 3.27% | $0.23 |
 AXP | 0.02% | 1.16% | $2.6 |
 NOVO-B.CO | 0.02% | 2.73% | $9.4 |
 PDBC | 0.02% | 4.27% | - |
 MSFT | 0.02% | 0.88% | $3 |
 GOOG | 0.01% | 0.52% | $0.2 |
 INDA | 0.01% | 0.78% | - |
 VOO | 0% | 1.36% | - |
 TSM | 0% | 1.35% | $1.74 |
 SCHG | 0% | 0.45% | - |
 AAPL | 0% | 0.51% | $0.97 |
 QQQ | 0% | 0.64% | - |
 JPM | 0% | 2.18% | $4.4 |
 VGT | 0% | 0.59% | - |
 META | 0% | 0.4% | $1 |
 MA | 0% | 0.55% | $2.46 |
 NVDA | 0% | 0.04% | $0.02 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
QQQ | Pay Day | Apr 24, 2025 | $0.72 |
JPM | Pay Day | Apr 30, 2025 | $1.40 |
C | Ex-Dividend | May 5, 2025 | $0.56 |
AXP | Pay Day | May 9, 2025 | $0.82 |
MA | Pay Day | May 9, 2025 | $0.76 |
MSFT | Ex-Dividend | May 15, 2025 | $0.83 |
SVS.L | Pay Day | May 22, 2025 | $0.19 |
C | Pay Day | May 23, 2025 | $0.56 |
GS | Ex-Dividend | May 30, 2025 | $3.00 |
MSFT | Pay Day | Jun 12, 2025 | $0.83 |
TSM | Ex-Dividend | Jun 12, 2025 | $0.68 |
IXC | Pay Day | Jun 17, 2025 | $0.90 |
GS | Pay Day | Jun 27, 2025 | $3.00 |
TSM | Pay Day | Jul 10, 2025 | $0.68 |
INDA | Pay Day | Dec 20, 2025 | $0.40 |
UUP | Pay Day | Dec 27, 2025 | $1.32 |
Performance Metrics
Score 2.2/10
Beta
1.92
1.92
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
-9.59
-9.59
-10
0
2
4.5
4.5
Omega Ratio
0.94
0.94
0
1
1.5
2.5
2.5
Treynor Ratio
0.29
0.29
0
0.75
1.25
2
2
Information Ratio
-0.07
-0.07
-1
0.3
0.6
1
1
Calmar Ratio
0.21
0.21
0
0.3
0.6
1
1
Beta
1.92
1.92
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
-9.59
-9.59
-10
0
2
4.5
4.5
Omega Ratio
0.94
0.94
0
1
1.5
2.5
2.5
Treynor Ratio
0.29
0.29
0
0.75
1.25
2
2
Information Ratio
-0.07
-0.07
-1
0.3
0.6
1
1
Calmar Ratio
0.21
0.21
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
30.01
High:
PLTR
495.93PLTRLow:
PATH
-81.58PATHDetails
PEG Ratio
47.19
High:
CHKP
468.69CHKPLow:PATH
-396.28PATHDetails
Price/Book
8.38
High:
MA
72.91MALow:
DNA
0.56DNADetails
Price/Sales
7.38
High:
MSTR
151.67MSTRLow:
SVS.L
0.56SVS.LDetails
Price/CF
26.74
High:MSTR
7,511.07MSTRLow:
GS
2.57GSDetails
Price/FCF
46.97
High:MSTR
1,187.5MSTRLow:GS
2.82GSDetails
P/E Ratio
30.01
High:PLTR
495.93PLTRLow:PATH
-81.58PATHDetails
PEG Ratio
47.19
High:CHKP
468.69CHKPLow:PATH
-396.28PATHDetails
Price/Book
8.38
High:MA
72.91MALow:DNA
0.56DNADetails
Price/Sales
7.38
High:MSTR
151.67MSTRLow:SVS.L
0.56SVS.LDetails
Price/CF
26.74
High:MSTR
7,511.07MSTRLow:GS
2.57GSDetails
Price/FCF
46.97
High:MSTR
1,187.5MSTRLow:GS
2.82GSDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-29.98% | Dec 2024 | - | 5 |