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+2.09%
This Month
-8.35%
Year To Date
+70.95%
2 Years
-24.63%
5 Years
-26.28%
10 Years
-15.14%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies27.78%
- 🖥️ Technology Services16.67%
- 🚗 Consumer Durables13.29%
- 🍞 Consumer Non Durables7.45%
- 💇♀️ Consumer Services7.33%
- 📊 ETFs6.39%
- 💻 Electronic Technology5.56%
- 🛍️ Retail Trade4.81%
- 💼 Commercial Services2.08%
- ⛏️ Energy Minerals1.73%
- 🧬 Health Technology1.7%
- 💰 Finance1.45%
- 🚚 Transportation1.22%
- 💵 Cash0.68%
- 📡 Communications0.21%
- 📦 Distribution Services0.18%
- 🛠️ Producer Manufacturing0.09%
- ⚡ Utilities0.08%
- 🏭 Industrial Services0.07%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq48.07%
- 🌍 Digital Currency27.78%
- 🇺🇸 NYSE20.2%
- 🇺🇸 Chicago Board Options Exchange1.23%
- 🇭🇰 Hong Kong Exchanges0.52%
- 🇳🇴 Oslo Stock Exchange0.13%
- 🇩🇪 FRA0.1%
- 🇫🇷 Euronext Paris0.08%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States59.68%
- 🇨🇳 China2.34%
- 🇨🇷 Costa Rica1.61%
- 🇳🇴 Norway0.13%
- 🇩🇪 Germany0.1%
- 🇫🇷 France0.08%
Dividends
Dividend Yield
0.62%
33 out of 96 instruments pay dividend.
8 dividend payments in the next 30 days.
Highest Dividend: $SQQQ (11.77%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 KO | 0.12% | 2.86% | $1.89 |
 TLT | 0.06% | 4.3% | - |
 WU | 0.06% | 11.69% | $0.94 |
 NKE | 0.04% | 2.16% | $1.45 |
 VOO | 0.04% | 1.22% | - |
 OXY | 0.04% | 2.12% | $0.8 |
 PEP | 0.03% | 3.83% | $5.15 |
 MCD | 0.03% | 2.32% | $6.53 |
 MSFT | 0.03% | 0.64% | $3 |
 GOOG | 0.03% | 0.41% | $0.2 |
 HPQ | 0.02% | 4.43% | $1.1 |
 DPZ | 0.02% | 1.53% | $5.44 |
 DIS | 0.02% | 0.89% | $0.75 |
 SQQQ | 0.02% | 11.77% | - |
 AAPL | 0.01% | 0.44% | $0.97 |
 00285.HK | 0.01% | 1.7% | $0.59 |
 VZ | 0.01% | 6.28% | $2.66 |
 NAS.OL | 0.01% | 5.46% | - |
 META | 0.01% | 0.27% | $1 |
 RNO.PA | 0.01% | 6.78% | $1.85 |
 ET | 0.01% | 7.55% | $1.25 |
 SUN | 0% | 6.85% | $3.4 |
 AES | 0% | 5.34% | $0.68 |
 T | 0% | 3.95% | $1.11 |
 NSC | 0% | 1.93% | $5.4 |
 VWO | 0% | 2.81% | - |
 SBUX | 0% | 2.65% | $2.24 |
 NA9.DE | 0% | 1.79% | - |
 BLK | 0% | 1.84% | $20.2 |
 INTC | 0% | 2.51% | $0.5 |
 NUGT | 0% | 0.67% | - |
 POWL | 0% | 0.44% | $1.06 |
 NVDA | 0% | 0.02% | $0.02 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
AAPL | Ex-Dividend | Aug 11, 2025 | $0.26 |
NAS.OL | Ex-Dividend | Aug 12, 2025 | $0.09 |
AAPL | Pay Day | Aug 14, 2025 | $0.26 |
SBUX | Ex-Dividend | Aug 15, 2025 | $0.61 |
AES | Pay Day | Aug 15, 2025 | $0.18 |
 AMC | Ex-Dividend | Aug 15, 2025 | $0.03 |
ET | Pay Day | Aug 19, 2025 | $0.33 |
SUN | Pay Day | Aug 19, 2025 | $0.91 |
NSC | Pay Day | Aug 20, 2025 | $1.35 |
NAS.OL | Pay Day | Aug 20, 2025 | $0.09 |
POWL | Ex-Dividend | Aug 20, 2025 | $0.27 |
MSFT | Ex-Dividend | Aug 21, 2025 | $0.83 |
SBUX | Pay Day | Aug 29, 2025 | $0.61 |
AMC | Pay Day | Aug 29, 2025 | $0.03 |
MCD | Ex-Dividend | Sep 2, 2025 | $1.77 |
NKE | Ex-Dividend | Sep 2, 2025 | $0.40 |
PEP | Ex-Dividend | Sep 5, 2025 | $1.42 |
BLK | Ex-Dividend | Sep 5, 2025 | $5.21 |
GOOG | Ex-Dividend | Sep 8, 2025 | $0.21 |
HPQ | Ex-Dividend | Sep 10, 2025 | $0.29 |
OXY | Ex-Dividend | Sep 10, 2025 | $0.24 |
MSFT | Pay Day | Sep 11, 2025 | $0.83 |
GOOG | Pay Day | Sep 15, 2025 | $0.21 |
KO | Ex-Dividend | Sep 15, 2025 | $0.51 |
DPZ | Ex-Dividend | Sep 15, 2025 | $1.74 |
MCD | Pay Day | Sep 16, 2025 | $1.77 |
POWL | Pay Day | Sep 17, 2025 | $0.27 |
BLK | Pay Day | Sep 23, 2025 | $5.21 |
PEP | Pay Day | Sep 30, 2025 | $1.42 |
DPZ | Pay Day | Sep 30, 2025 | $1.74 |
HPQ | Pay Day | Oct 1, 2025 | $0.29 |
KO | Pay Day | Oct 1, 2025 | $0.51 |
NKE | Pay Day | Oct 1, 2025 | $0.40 |
OXY | Pay Day | Oct 15, 2025 | $0.24 |
Performance Metrics
Score 2.6/10
Beta
0.88
0.88
0
0.8
1.2
0
2
Sharpe Ratio
-0.03
-0.03
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.05
-0.05
-1
1
2
3
3
Jensen's Alpha
-10.17
-10.17
-11
0
2
4.5
4.5
Omega Ratio
0.79
0.79
0
1
1.5
2.5
2.5
Treynor Ratio
-0.15
-0.15
-1
0.75
1.25
2
2
Information Ratio
-0.21
-0.21
-1
0.3
0.6
1
1
Calmar Ratio
-0.15
-0.15
-1
0.3
0.6
1
1
Beta
0.88
0.88
0
0.8
1.2
0
2
Sharpe Ratio
-0.03
-0.03
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.05
-0.05
-1
1
2
3
3
Jensen's Alpha
-10.17
-10.17
-11
0
2
4.5
4.5
Omega Ratio
0.79
0.79
0
1
1.5
2.5
2.5
Treynor Ratio
-0.15
-0.15
-1
0.75
1.25
2
2
Information Ratio
-0.21
-0.21
-1
0.3
0.6
1
1
Calmar Ratio
-0.15
-0.15
-1
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
35.45
High:
STGW
485.59STGWLow:
RBLX
-90.22RBLXDetails
PEG Ratio
1,414.33
High:
AAPL
23,704.96AAPLLow:
ESTA
-690.93ESTADetails
Price/Book
9.9
High:RBLX
252.58RBLXLow:
NIO
-186.3NIODetails
Price/Sales
7.64
High:
DJT
1,099.68DJTLow:
JAGX
0.12JAGXDetails
Price/CF
24.67
High:
KO
233.26KOLow:
AAL
1.81AALDetails
Price/FCF
58.7
High:
PEP
5,253.35PEPLow:
BMBL
3.56BMBLDetails
P/E Ratio
35.45
High:STGW
485.59STGWLow:RBLX
-90.22RBLXDetails
PEG Ratio
1,414.33
High:AAPL
23,704.96AAPLLow:ESTA
-690.93ESTADetails
Price/Book
9.9
High:RBLX
252.58RBLXLow:NIO
-186.3NIODetails
Price/Sales
7.64
High:DJT
1,099.68DJTLow:JAGX
0.12JAGXDetails
Price/CF
24.67
High:KO
233.26KOLow:AAL
1.81AALDetails
Price/FCF
58.7
High:PEP
5,253.35PEPLow:BMBL
3.56BMBLDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-95.91% | Jul 2014 | - | 134 |