Loading...
+3.12%
Today
+3.31%
This Month
+1.2%
Year To Date
+106.45%
2 Years
+206.93%
5 Years
+9.85%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies46.35%
- 🖥️ Technology Services11.98%
- 💰 Finance9.55%
- ⚡ Utilities8.64%
- 💻 Electronic Technology6.97%
- 🧬 Health Technology3.51%
- 👥 Copy Trading3.04%
- 🏭 Industrial Services1.99%
- 🛍️ Retail Trade1.24%
- 🚚 Transportation1.02%
- 💇♀️ Consumer Services1.01%
- 🍞 Consumer Non Durables0.74%
- 📊 ETFs0.71%
- 🛠️ Producer Manufacturing0.47%
- ⛏️ Energy Minerals0.39%
- 🏥 Health Services0.28%
- 🚗 Consumer Durables0.19%
- 🪨 Non Energy Minerals0.15%
- 🧪 Process Industries0.04%
- 💼 Commercial Services0.01%
- ❓ Other0%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency46.41%
- 🇺🇸 Nasdaq25.6%
- 🇺🇸 NYSE17.36%
- 🇬🇧 LSE6.19%
- 🇳🇴 Oslo Stock Exchange0.74%
- 🇳🇱 Euronext Amsterdam0.63%
- 🇫🇷 Euronext Paris0.48%
- 🇫🇮 Helsinki Stock Exchange0.43%
- 🇩🇪 FRA0.15%
- 🇩🇰 Copenhagen Stock Exchange0.12%
- 🇭🇰 Hong Kong Exchanges0.04%
- 🇨🇭 SIX0.02%
- 🇮🇹 Borsa Italiana0.01%
- 🇪🇸 Bolsa De Madrid0.01%
- 🇦🇺 Sydney0%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States34.86%
- 🇬🇧 United Kingdom6.97%
- 🇨🇳 China3.7%
- 🇳🇴 Norway0.74%
- 🇳🇱 Netherlands0.63%
- 🇨🇭 Switzerland0.54%
- 🇫🇷 France0.48%
- 🇫🇮 Finland0.43%
- 🇨🇦 Canada0.39%
- 🇩🇪 Germany0.23%
- 🇯🇵 Japan0.12%
- 🇩🇰 Denmark0.12%
- 🇬🇷 Greece0.06%
- 🇸🇬 Singapore0.06%
- 🇮🇱 Israel0.04%
- 🇮🇪 Ireland0.04%
- 🇱🇺 Luxembourg0.04%
- 🇺🇾 Uruguay0.01%
- 🇮🇹 Italy0.01%
- 🇰🇷 South Korea0.01%
- 🇪🇸 Spain0.01%
- 🇮🇳 India0.01%
- 🇬🇮 Gibraltar0.01%
- 🇹🇼 Taiwan0%
- 🇦🇺 Australia0%
- 🇧🇷 Brazil0%
Dividends
Dividend Yield
1.11%
60 out of 165 instruments pay dividend.
29 dividend payments in the next 30 days.
Highest Dividend: $WDI.DE (1156.07%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 WDI.DE | 0.34% | 1156.07% | $0.2 |
 TRGP | 0.17% | 1.98% | $2.25 |
 ET | 0.14% | 7.33% | $1.25 |
 BARC.L | 0.1% | 2.56% | $0.08 |
 QFIN | 0.08% | 2.98% | $1.06 |
 AZN | 0.05% | 2.1% | $1.42 |
 ARCC | 0.02% | 8.75% | $1.62 |
 ORI | 0.02% | 2.97% | $1.02 |
 SU | 0.01% | 4.28% | $1.59 |
 HMSO.L | 0.01% | 5.31% | $0.02 |
 NVS | 0.01% | 2.78% | $3.2 |
 INGA.NV | 0.01% | 5.73% | $1.11 |
 META | 0.01% | 0.3% | $1 |
 OUT1V.HE | 0.01% | 7.55% | $0.26 |
 SAMPO.HE | 0.01% | 3.63% | $1.6 |
 GOOG | 0.01% | 0.48% | $0.2 |
 CL | 0.01% | 2.24% | $1.96 |
 GRG.L | 0.01% | 3.51% | $0.6 |
 SHIP | 0.01% | 10.28% | $0.1 |
 AEO | 0.01% | 4.93% | $0.48 |
 CI | 0.01% | 1.87% | $5.26 |
 Conhoulihan | 0% | 1.27% | - |
 LHA.DE | 0% | 4.2% | $0.3 |
 COST | 0% | 0.47% | $19.22 |
 ASRNL.NV | 0% | 5.6% | $2.89 |
 QQQ | 0% | 0.63% | - |
 jaynemesis | 0% | 0.8% | - |
 PM | 0% | 2.94% | $5.2 |
 WEN | 0% | 7.62% | $1 |
 JNJ | 0% | 3.27% | $4.81 |
 SharonConnolly | 0% | 0.36% | - |
 ASM.NV | 0% | 0.6% | $2.75 |
 EZJ.L | 0% | 2.08% | $0.05 |
 H | 0% | 0.46% | $0.6 |
 EPD | 0% | 6.83% | $2.03 |
 NVDA | 0% | 0.03% | $0.02 |
 MAR | 0% | 0.99% | $2.19 |
 FANG | 0% | 3.81% | $9.26 |
 BYD | 0% | 0.96% | $0.66 |
 LSEG.L | 0% | 1.15% | $1.15 |
 NTDOY | 0% | 0.85% | $0.24 |
 AAPL | 0% | 0.5% | $0.97 |
 VOO | 0% | 1.37% | - |
 MU | 0% | 0.43% | $0.46 |
 VRSN | 0% | 0.28% | - |
 MA | 0% | 0.49% | $2.46 |
 CBK.DE | 0% | 2.33% | $0.35 |
 MSFT | 0% | 0.69% | $3 |
 VWS.CO | 0% | 0.5% | - |
 DB | 0% | 2.62% | $0.49 |
 UPRO | 0% | 1.31% | - |
 MC.PA | 0% | 2.76% | $13 |
 BABA | 0% | 0.86% | $0.98 |
 SMSN.L | 0% | 2.16% | $23.68 |
 WMT | 0% | 0.96% | $0.81 |
 SONY | 0% | 0.37% | $0.49 |
 AMR | 0% | 0.38% | $1.94 |
 NLOP | 0% | -1.05% | $-0.34 |
 GGB | 0% | -3.44% | $-0.22 |
 SCCO | 0% | -2.75% | $-3.76 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
GOOG | Ex-Dividend | Jun 9, 2025 | $0.21 |
GOOG (jaynemesis) | Ex-Dividend | Jun 9, 2025 | $0.21 |
GOOG (SharonConnolly) | Ex-Dividend | Jun 9, 2025 | $0.21 |
JNJ | Pay Day | Jun 10, 2025 | $1.30 |
 WAB (jaynemesis) | Pay Day | Jun 10, 2025 | $0.25 |
 LLY (SharonConnolly) | Pay Day | Jun 10, 2025 | $1.50 |
NVDA | Ex-Dividend | Jun 11, 2025 | $0.01 |
H | Pay Day | Jun 11, 2025 | $0.15 |
NVDA (jaynemesis) | Ex-Dividend | Jun 11, 2025 | $0.01 |
NVDA (SharonConnolly) | Ex-Dividend | Jun 11, 2025 | $0.01 |
MSFT | Pay Day | Jun 12, 2025 | $0.83 |
BABA | Ex-Dividend | Jun 12, 2025 | $0.95 |
MSFT (jaynemesis) | Pay Day | Jun 12, 2025 | $0.83 |
MSFT (SharonConnolly) | Pay Day | Jun 12, 2025 | $0.83 |
 TSM (SharonConnolly) | Ex-Dividend | Jun 12, 2025 | $0.68 |
ARCC | Ex-Dividend | Jun 13, 2025 | $0.48 |
 VRSK (jaynemesis) | Ex-Dividend | Jun 13, 2025 | $0.45 |
GOOG | Pay Day | Jun 16, 2025 | $0.21 |
META | Ex-Dividend | Jun 16, 2025 | $0.52 |
ORI | Pay Day | Jun 16, 2025 | $0.29 |
BYD | Ex-Dividend | Jun 16, 2025 | $0.18 |
WEN | Pay Day | Jun 16, 2025 | $0.14 |
 NEE (Conhoulihan) | Pay Day | Jun 16, 2025 | $0.57 |
GOOG (jaynemesis) | Pay Day | Jun 16, 2025 | $0.21 |
NEE (jaynemesis) | Pay Day | Jun 16, 2025 | $0.57 |
 GRMN (jaynemesis) | Ex-Dividend | Jun 16, 2025 | $0.90 |
GOOG (SharonConnolly) | Pay Day | Jun 16, 2025 | $0.21 |
META (SharonConnolly) | Ex-Dividend | Jun 16, 2025 | $0.52 |
 ECL (jaynemesis) | Ex-Dividend | Jun 17, 2025 | $0.65 |
CI | Pay Day | Jun 18, 2025 | $1.51 |
 SW (jaynemesis) | Pay Day | Jun 18, 2025 | $0.43 |
 BCC (jaynemesis) | Pay Day | Jun 18, 2025 | $0.21 |
 0916.HK (Conhoulihan) | Ex-Dividend | Jun 23, 2025 | $0.03 |
 JNPR (jaynemesis) | Pay Day | Jun 23, 2025 | $0.22 |
 DIS (Conhoulihan) | Ex-Dividend | Jun 24, 2025 | $0.50 |
SU | Pay Day | Jun 25, 2025 | $0.41 |
META | Pay Day | Jun 26, 2025 | $0.52 |
META (SharonConnolly) | Pay Day | Jun 26, 2025 | $0.52 |
SHIP | Ex-Dividend | Jun 27, 2025 | $0.10 |
GRMN (jaynemesis) | Pay Day | Jun 27, 2025 | $0.90 |
MAR | Pay Day | Jun 30, 2025 | $0.67 |
ARCC | Pay Day | Jun 30, 2025 | $0.48 |
 TT (jaynemesis) | Pay Day | Jun 30, 2025 | $0.94 |
VRSK (jaynemesis) | Pay Day | Jun 30, 2025 | $0.45 |
NVDA | Pay Day | Jul 3, 2025 | $0.01 |
NVDA (jaynemesis) | Pay Day | Jul 3, 2025 | $0.01 |
NVDA (SharonConnolly) | Pay Day | Jul 3, 2025 | $0.01 |
 IBE.MC (jaynemesis) | Ex-Dividend | Jul 4, 2025 | $0.46 |
BABA | Pay Day | Jul 10, 2025 | $0.95 |
SHIP | Pay Day | Jul 10, 2025 | $0.10 |
 INTU (jaynemesis) | Ex-Dividend | Jul 10, 2025 | $1.04 |
TSM (SharonConnolly) | Pay Day | Jul 10, 2025 | $0.68 |
AEO | Ex-Dividend | Jul 11, 2025 | $0.12 |
BYD | Pay Day | Jul 15, 2025 | $0.18 |
ECL (jaynemesis) | Pay Day | Jul 15, 2025 | $0.65 |
INTU (jaynemesis) | Pay Day | Jul 18, 2025 | $1.04 |
DIS (Conhoulihan) | Pay Day | Jul 23, 2025 | $0.50 |
AEO | Pay Day | Jul 25, 2025 | $0.12 |
IBE.MC (jaynemesis) | Pay Day | Jul 30, 2025 | $0.46 |
WMT | Ex-Dividend | Aug 15, 2025 | $0.24 |
0916.HK (Conhoulihan) | Pay Day | Aug 15, 2025 | $0.03 |
WMT | Pay Day | Sep 2, 2025 | $0.24 |
OUT1V.HE | Ex-Dividend | Oct 14, 2025 | $0.14 |
OUT1V.HE | Pay Day | Oct 22, 2025 | $0.14 |
Performance Metrics
Score 5.2/10
Beta
1.6
1.6
0
0.8
1.2
0
2
Sharpe Ratio
0.36
0.36
0
0.5
1
1.5
1.5
Sortino Ratio
0.67
0.67
0
1
2
3
3
Jensen's Alpha
6.61
6.61
-2
0
2
7
7
Omega Ratio
1.21
1.21
0
1
1.5
2.5
2.5
Treynor Ratio
1.09
1.09
0
0.75
1.25
2
2
Information Ratio
0.23
0.23
0
0.3
0.6
1
1
Calmar Ratio
0.13
0.13
0
0.3
0.6
1
1
Beta
1.6
1.6
0
0.8
1.2
0
2
Sharpe Ratio
0.36
0.36
0
0.5
1
1.5
1.5
Sortino Ratio
0.67
0.67
0
1
2
3
3
Jensen's Alpha
6.61
6.61
-2
0
2
7
7
Omega Ratio
1.21
1.21
0
1
1.5
2.5
2.5
Treynor Ratio
1.09
1.09
0
0.75
1.25
2
2
Information Ratio
0.23
0.23
0
0.3
0.6
1
1
Calmar Ratio
0.13
0.13
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
31.91
High:
PLTR
523.62PLTRLow:
BE
-243.45BEDetails
PEG Ratio
183.93
High:
VRSN
6,302.41VRSNLow:
LMND
-393.85LMNDDetails
Price/Book
11.02
High:
CL
201.26CLLow:
NIO
-139.34NIODetails
Price/Sales
9.72
High:PLTR
98.27PLTRLow:
CRBP
-CRBPDetails
Price/CF
22.92
High:
FOLD
704.87FOLDLow:
CBK.DE
0.14CBK.DEDetails
Price/FCF
37.16
High:FOLD
1,561.41FOLDLow:
DB
1.09DBDetails
P/E Ratio
31.91
High:PLTR
523.62PLTRLow:BE
-243.45BEDetails
PEG Ratio
183.93
High:VRSN
6,302.41VRSNLow:LMND
-393.85LMNDDetails
Price/Book
11.02
High:CL
201.26CLLow:NIO
-139.34NIODetails
Price/Sales
9.72
High:PLTR
98.27PLTRLow:CRBP
-CRBPDetails
Price/CF
22.92
High:FOLD
704.87FOLDLow:CBK.DE
0.14CBK.DEDetails
Price/FCF
37.16
High:FOLD
1,561.41FOLDLow:DB
1.09DBDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-63.22% | May 2021 | Jan 2025 | 44 |
-61.95% | May 2018 | May 2019 | 12 |
-47.24% | Jun 2019 | Nov 2020 | 17 |
-26.25% | Mar 2018 | Apr 2018 | 1 |
-16.96% | Feb 2025 | - | 5 |