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+0.51%
Today
-5.69%
This Month
-12.32%
Year To Date
+86.15%
2 Years
+140.98%
5 Years
+7.74%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies47.85%
- ⚡ Utilities10.43%
- 🖥️ Technology Services10.1%
- 💰 Finance8.96%
- 💻 Electronic Technology5.46%
- 🧬 Health Technology3.39%
- 👥 Copy Trading3.18%
- 🏭 Industrial Services2.18%
- 🛍️ Retail Trade1.35%
- 🚚 Transportation1.16%
- 💇♀️ Consumer Services0.97%
- 🍞 Consumer Non Durables0.83%
- 📊 ETFs0.68%
- ⛏️ Energy Minerals0.4%
- 🛠️ Producer Manufacturing0.4%
- 🏥 Health Services0.35%
- 🚗 Consumer Durables0.19%
- 🪨 Non Energy Minerals0.15%
- 🧪 Process Industries0.04%
- 🧩 Miscellaneous0.02%
- 💼 Commercial Services0.01%
- ❓ Other0%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency47.91%
- 🇺🇸 Nasdaq21.97%
- 🇺🇸 NYSE19.63%
- 🇬🇧 LSE5.78%
- 🇳🇴 Oslo Stock Exchange0.89%
- 🇳🇱 Euronext Amsterdam0.56%
- 🇫🇷 Euronext Paris0.45%
- 🇫🇮 Helsinki Stock Exchange0.44%
- 🇩🇪 FRA0.16%
- 🇩🇰 Copenhagen Stock Exchange0.12%
- 🇭🇰 Hong Kong Exchanges0.04%
- 🇨🇭 SIX0.02%
- 🇮🇹 Borsa Italiana0.01%
- 🇪🇸 Bolsa De Madrid0.01%
- 🇦🇺 Sydney0%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States33.93%
- 🇬🇧 United Kingdom6.27%
- 🇨🇳 China3.4%
- 🇳🇴 Norway0.89%
- 🇳🇱 Netherlands0.56%
- 🇨🇭 Switzerland0.56%
- 🇫🇷 France0.45%
- 🇫🇮 Finland0.44%
- 🇨🇦 Canada0.4%
- 🇩🇪 Germany0.22%
- 🇯🇵 Japan0.12%
- 🇩🇰 Denmark0.12%
- 🇬🇷 Greece0.06%
- 🇸🇬 Singapore0.05%
- 🇮🇪 Ireland0.04%
- 🇮🇱 Israel0.04%
- 🇱🇺 Luxembourg0.03%
- 🇺🇾 Uruguay0.01%
- 🇮🇹 Italy0.01%
- 🇰🇷 South Korea0.01%
- 🇪🇸 Spain0.01%
- 🇮🇳 India0.01%
- 🇬🇮 Gibraltar0.01%
- 🇹🇼 Taiwan0%
- 🇦🇺 Australia0%
- 🇧🇷 Brazil0%
Dividends
Dividend Yield
1.24%
59 out of 165 instruments pay dividend.
25 dividend payments in the next 30 days.
Highest Dividend: $WDI.DE (1212.12%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 WDI.DE | 0.4% | 1212.12% | $0.2 |
 TRGP | 0.19% | 1.86% | $2.25 |
 ET | 0.16% | 7.44% | $1.25 |
 BARC.L | 0.1% | 3.03% | $0.08 |
 QFIN | 0.09% | 3.62% | $1.06 |
 AZN | 0.05% | 2.25% | $1.42 |
 ARCC | 0.02% | 9.41% | $1.62 |
 ORI | 0.02% | 2.87% | $1.02 |
 HMSO.L | 0.02% | 6.16% | $0.02 |
 SU | 0.02% | 4.49% | $1.59 |
 NVS | 0.01% | 2.96% | $3.2 |
 INGA.NV | 0.01% | 6.44% | $1.11 |
 META | 0.01% | 0.4% | $1 |
 OUT1V.HE | 0.01% | 8.15% | $0.26 |
 SAMPO.HE | 0.01% | 3.83% | $1.6 |
 CL | 0.01% | 2.12% | $1.96 |
 GOOG | 0.01% | 0.52% | $0.2 |
 GRG.L | 0.01% | 3.77% | $0.6 |
 AEO | 0.01% | 4.66% | $0.48 |
 SHIP | 0.01% | 11.61% | $0.1 |
 CI | 0.01% | 1.73% | $5.26 |
 Conhoulihan | 0.01% | 1.47% | - |
 LHA.DE | 0% | 4.88% | $0.3 |
 COST | 0% | 0.48% | $19.22 |
 jaynemesis | 0% | 1.04% | - |
 ASRNL.NV | 0% | 5.9% | $2.89 |
 WEN | 0% | 7.89% | $1 |
 PM | 0% | 3.28% | $5.2 |
 QQQ | 0% | 0.64% | - |
 JNJ | 0% | 3.19% | $4.81 |
 SharonConnolly | 0% | 0.43% | - |
 EZJ.L | 0% | 2.59% | $0.05 |
 ASM.NV | 0% | 0.76% | $2.75 |
 EPD | 0% | 6.83% | $2.03 |
 NVDA | 0% | 0.04% | $0.02 |
 H | 0% | 0.57% | $0.6 |
 FANG | 0% | 4.51% | $9.26 |
 MAR | 0% | 1.14% | $2.19 |
 LSEG.L | 0% | 1.14% | $1.15 |
 BYD | 0% | 1.07% | $0.66 |
 NTDOY | 0% | 0.97% | $0.24 |
 AAPL | 0% | 0.51% | $0.97 |
 MA | 0% | 0.55% | $2.46 |
 VOO | 0% | 1.36% | - |
 CBK.DE | 0% | 2.85% | $0.35 |
 VWS.CO | 0% | 0.63% | - |
 MSFT | 0% | 0.88% | $3 |
 DB | 0% | 3% | $0.49 |
 MC.PA | 0% | 2.68% | $13 |
 SMSN.L | 0% | 2.48% | $23.68 |
 BABA | 0% | 0.9% | $0.98 |
 WMT | 0% | 1.01% | $0.81 |
 UPRO | 0% | 1.2% | - |
 MU | 0% | 0.67% | $0.46 |
 SONY | 0% | 0.38% | $0.49 |
 AMR | 0% | 0.38% | $1.94 |
 SCCO | 0% | 3.09% | $3.76 |
 GGB | 0% | 5.44% | $0.22 |
 NLOP | 0% | 1.05% | $0.34 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 PRY.MI (jaynemesis) | Ex-Dividend | Apr 22, 2025 | $0.84 |
QFIN | Ex-Dividend | Apr 23, 2025 | $0.70 |
MC.PA | Ex-Dividend | Apr 24, 2025 | $8.54 |
HMSO.L | Ex-Dividend | Apr 24, 2025 | $0.10 |
SAMPO.HE | Ex-Dividend | Apr 24, 2025 | $0.37 |
QQQ | Pay Day | Apr 24, 2025 | $0.72 |
INGA.NV | Ex-Dividend | Apr 24, 2025 | $0.74 |
 TME (Conhoulihan) | Pay Day | Apr 24, 2025 | $0.18 |
PRY.MI (jaynemesis) | Pay Day | Apr 24, 2025 | $0.84 |
 CRM (jaynemesis) | Pay Day | Apr 24, 2025 | $0.42 |
MC.PA (SharonConnolly) | Ex-Dividend | Apr 24, 2025 | $8.54 |
QQQ (SharonConnolly) | Pay Day | Apr 24, 2025 | $0.72 |
NVS | Pay Day | Apr 25, 2025 | $3.99 |
AEO | Pay Day | Apr 25, 2025 | $0.12 |
MC.PA | Pay Day | Apr 28, 2025 | $8.54 |
MC.PA (SharonConnolly) | Pay Day | Apr 28, 2025 | $8.54 |
EPD | Ex-Dividend | Apr 30, 2025 | $0.54 |
TRGP | Ex-Dividend | Apr 30, 2025 | $1.00 |
 MOMO (Conhoulihan) | Pay Day | Apr 30, 2025 | $0.30 |
GRG.L | Ex-Dividend | May 1, 2025 | $0.64 |
COST | Ex-Dividend | May 2, 2025 | $1.30 |
INGA.NV | Pay Day | May 2, 2025 | $0.74 |
SCCO | Ex-Dividend | May 2, 2025 | $0.70 |
COST (jaynemesis) | Ex-Dividend | May 2, 2025 | $1.30 |
COST (SharonConnolly) | Ex-Dividend | May 2, 2025 | $1.30 |
SAMPO.HE | Pay Day | May 6, 2025 | $0.37 |
 GAW.L (jaynemesis) | Pay Day | May 7, 2025 | $1.29 |
WMT | Ex-Dividend | May 9, 2025 | $0.24 |
MA | Pay Day | May 9, 2025 | $0.76 |
 AXP (SharonConnolly) | Pay Day | May 9, 2025 | $0.82 |
MA (SharonConnolly) | Pay Day | May 9, 2025 | $0.76 |
 VIE.PA (jaynemesis) | Ex-Dividend | May 12, 2025 | $1.47 |
 NUE (jaynemesis) | Pay Day | May 12, 2025 | $0.55 |
EPD | Pay Day | May 14, 2025 | $0.54 |
VIE.PA (jaynemesis) | Pay Day | May 14, 2025 | $1.47 |
MSFT | Ex-Dividend | May 15, 2025 | $0.83 |
CL | Pay Day | May 15, 2025 | $0.52 |
TRGP | Pay Day | May 15, 2025 | $1.00 |
MSFT (jaynemesis) | Ex-Dividend | May 15, 2025 | $0.83 |
MSFT (SharonConnolly) | Ex-Dividend | May 15, 2025 | $0.83 |
COST | Pay Day | May 16, 2025 | $1.30 |
COST (jaynemesis) | Pay Day | May 16, 2025 | $1.30 |
COST (SharonConnolly) | Pay Day | May 16, 2025 | $1.30 |
SCCO | Pay Day | May 19, 2025 | $0.70 |
LSEG.L | Pay Day | May 21, 2025 | $1.13 |
DB | Ex-Dividend | May 23, 2025 | $0.71 |
ASRNL.NV | Ex-Dividend | May 23, 2025 | $2.05 |
JNJ | Ex-Dividend | May 27, 2025 | $1.30 |
WMT | Pay Day | May 27, 2025 | $0.24 |
DB | Pay Day | May 27, 2025 | $0.71 |
ASRNL.NV | Pay Day | May 28, 2025 | $2.05 |
GRG.L | Pay Day | May 30, 2025 | $0.64 |
QFIN | Pay Day | Jun 2, 2025 | $0.70 |
HMSO.L | Pay Day | Jun 3, 2025 | $0.10 |
 TT (jaynemesis) | Ex-Dividend | Jun 6, 2025 | $0.94 |
JNJ | Pay Day | Jun 10, 2025 | $1.30 |
MSFT | Pay Day | Jun 12, 2025 | $0.83 |
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 |
 GRMN (jaynemesis) | Ex-Dividend | Jun 16, 2025 | $0.90 |
 0916.HK (Conhoulihan) | Ex-Dividend | Jun 23, 2025 | $0.03 |
 DIS (Conhoulihan) | Ex-Dividend | Jun 24, 2025 | $0.50 |
GRMN (jaynemesis) | Pay Day | Jun 27, 2025 | $0.90 |
TT (jaynemesis) | Pay Day | Jun 30, 2025 | $0.94 |
 SPXS (jaynemesis) | Pay Day | Jul 2, 2025 | $0.12 |
 SQQQ (jaynemesis) | Pay Day | Jul 3, 2025 | $0.80 |
TSM (SharonConnolly) | Pay Day | Jul 10, 2025 | $0.68 |
DIS (Conhoulihan) | Pay Day | Jul 23, 2025 | $0.50 |
0916.HK (Conhoulihan) | Pay Day | Aug 15, 2025 | $0.03 |
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
0.66
0.66
0
1
2
3
3
Jensen's Alpha
7.09
7.09
-2
0
2
8
8
Omega Ratio
1.21
1.21
0
1
1.5
2.5
2.5
Treynor Ratio
1.08
1.08
0
0.75
1.25
2
2
Information Ratio
0.23
0.23
0
0.3
0.6
1
1
Calmar Ratio
0.12
0.12
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
0.66
0.66
0
1
2
3
3
Jensen's Alpha
7.09
7.09
-2
0
2
8
8
Omega Ratio
1.21
1.21
0
1
1.5
2.5
2.5
Treynor Ratio
1.08
1.08
0
0.75
1.25
2
2
Information Ratio
0.23
0.23
0
0.3
0.6
1
1
Calmar Ratio
0.12
0.12
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
25.52
High:
PLTR
495.93PLTRLow:
BE
-72.16BEDetails
PEG Ratio
100.27
High:
VRSN
2,880.5VRSNLow:
FCEL
-121.8FCELDetails
Price/Book
8.02
High:
CL
366.04CLLow:
PM
-21.6PMDetails
Price/Sales
7.12
High:
CRSP
86.51CRSPLow:
CRBP
-CRBPDetails
Price/CF
26.58
High:
DDD
462.65DDDLow:
CBK.DE
0.14CBK.DEDetails
Price/FCF
47.13
High:
MU
1,171.75MULow:
DB
1.09DBDetails
P/E Ratio
25.52
High:PLTR
495.93PLTRLow:BE
-72.16BEDetails
PEG Ratio
100.27
High:VRSN
2,880.5VRSNLow:FCEL
-121.8FCELDetails
Price/Book
8.02
High:CL
366.04CLLow:PM
-21.6PMDetails
Price/Sales
7.12
High:CRSP
86.51CRSPLow:CRBP
-CRBPDetails
Price/CF
26.58
High:DDD
462.65DDDLow:CBK.DE
0.14CBK.DEDetails
Price/FCF
47.13
High:MU
1,171.75MULow: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 |
-21.92% | Feb 2025 | - | 3 |