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+1.43%
Today
+8.96%
This Month
+14.05%
Year To Date
+239.08%
2 Years
+48.42%
5 Years
-44.42%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies44.92%
- 🖥️ Technology Services19.3%
- 📊 ETFs10.26%
- 🛍️ Retail Trade9.74%
- 💻 Electronic Technology9.56%
- 💇♀️ Consumer Services2.56%
- 🪨 Non Energy Minerals1.35%
- 💰 Finance0.61%
- 🚚 Transportation0.55%
- 💼 Commercial Services0.54%
- 🍞 Consumer Non Durables0.39%
- 💵 Cash0.25%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency44.92%
- 🇺🇸 NYSE25.85%
- 🇺🇸 Nasdaq23.73%
- 🇩🇪 FRA3.69%
- 🇭🇰 Hong Kong Exchanges1.59%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States28.94%
- 🇨🇳 China7.71%
- 🇩🇪 Germany3.69%
- 🇹🇼 Taiwan3.07%
- 🇸🇬 Singapore0.82%
- 🇯🇵 Japan0.36%
Dividends
Dividend Yield
0.42%
27 out of 44 instruments pay dividend.
9 dividend payments in the next 30 days.
Highest Dividend: $LHA.DE (4.49%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 IVV | 0.14% | 1.39% | - |
 BABA | 0.04% | 0.83% | $0.98 |
 MSFT | 0.04% | 0.72% | $3 |
 TSM | 0.04% | 1.15% | $1.74 |
 LHA.DE | 0.02% | 4.49% | $0.3 |
 MCD | 0.01% | 2.17% | $6.53 |
 GS | 0.01% | 2.02% | $11 |
 DIS | 0.01% | 0.91% | $0.75 |
 SZG.DE | 0.01% | 0.86% | $0.45 |
 INTC | 0.01% | 2.42% | $0.5 |
 0700.HK | 0.01% | 0.87% | $3.4 |
 KO | 0.01% | 2.77% | $1.89 |
 QCOM | 0.01% | 2.27% | $3.25 |
 NTES | 0.01% | 2.14% | $2.58 |
 RHM.DE | 0.01% | 0.45% | $5.7 |
 META | 0.01% | 0.32% | $1 |
 JOYY | 0.01% | 2.14% | $0.71 |
 WMT | 0.01% | 0.97% | $0.81 |
 MU | 0% | 0.48% | $0.46 |
 GOOG | 0% | 0.48% | $0.2 |
 AAPL | 0% | 0.5% | $0.97 |
 GOOGL | 0% | 0.48% | $0.2 |
 EA | 0% | 0.51% | $0.76 |
 3888.HK | 0% | 0.38% | $0.14 |
 SONY | 0% | 0.36% | $0.49 |
 WDC | 0% | 0.2% | - |
 NVDA | 0% | 0.03% | $0.02 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
SZG.DE | Ex-Dividend | May 23, 2025 | $0.22 |
SZG.DE | Pay Day | May 27, 2025 | $0.22 |
EA | Ex-Dividend | May 28, 2025 | $0.19 |
NTES | Ex-Dividend | May 30, 2025 | $0.68 |
GS | Ex-Dividend | May 30, 2025 | $3.00 |
0700.HK | Pay Day | May 30, 2025 | $0.58 |
MCD | Ex-Dividend | Jun 2, 2025 | $1.77 |
WDC | Ex-Dividend | Jun 4, 2025 | $0.10 |
QCOM | Ex-Dividend | Jun 5, 2025 | $0.89 |
GOOG | Ex-Dividend | Jun 9, 2025 | $0.21 |
GOOGL | Ex-Dividend | Jun 9, 2025 | $0.21 |
MSFT | Pay Day | Jun 12, 2025 | $0.83 |
TSM | Ex-Dividend | Jun 12, 2025 | $0.68 |
KO | Ex-Dividend | Jun 13, 2025 | $0.51 |
NTES | Pay Day | Jun 13, 2025 | $0.68 |
GOOG | Pay Day | Jun 16, 2025 | $0.21 |
MCD | Pay Day | Jun 16, 2025 | $1.77 |
GOOGL | Pay Day | Jun 16, 2025 | $0.21 |
EA | Pay Day | Jun 18, 2025 | $0.19 |
WDC | Pay Day | Jun 18, 2025 | $0.10 |
DIS | Ex-Dividend | Jun 24, 2025 | $0.50 |
QCOM | Pay Day | Jun 26, 2025 | $0.89 |
GS | Pay Day | Jun 27, 2025 | $3.00 |
KO | Pay Day | Jul 1, 2025 | $0.51 |
TSM | Pay Day | Jul 10, 2025 | $0.68 |
DIS | Pay Day | Jul 23, 2025 | $0.50 |
WMT | Ex-Dividend | Aug 15, 2025 | $0.24 |
WMT | Pay Day | Sep 2, 2025 | $0.24 |
Performance Metrics
Score 2.2/10
Beta
1.6
1.6
0
0.8
1.2
0
2
Sharpe Ratio
-0.49
-0.49
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.61
-0.61
-1
1
2
3
3
Jensen's Alpha
-39.79
-39.79
-40
0
2
4.5
4.5
Omega Ratio
0.56
0.56
0
1
1.5
2.5
2.5
Treynor Ratio
-1.72
-1.72
-2
0.75
1.25
2
2
Information Ratio
-0.7
-0.7
-1
0.3
0.6
1
1
Calmar Ratio
-0.46
-0.46
-1
0.3
0.6
1
1
Beta
1.6
1.6
0
0.8
1.2
0
2
Sharpe Ratio
-0.49
-0.49
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.61
-0.61
-1
1
2
3
3
Jensen's Alpha
-39.79
-39.79
-40
0
2
4.5
4.5
Omega Ratio
0.56
0.56
0
1
1.5
2.5
2.5
Treynor Ratio
-1.72
-1.72
-2
0.75
1.25
2
2
Information Ratio
-0.7
-0.7
-1
0.3
0.6
1
1
Calmar Ratio
-0.46
-0.46
-1
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
30.98
High:
SE
114.81SELow:
BILI
-90.42BILIDetails
PEG Ratio
188.54
High:
KO
10,264KOLow:
RBLX
-219.32RBLXDetails
Price/Book
8.13
High:
APP
210.72APPLow:
MCD
-65.51MCDDetails
Price/Sales
7.35
High:
NVDA
24.95NVDALow:
SZG.DE
0.13SZG.DEDetails
Price/CF
19.55
High:
TTWO
18,296.3TTWOLow:
LHA.DE
1.9LHA.DEDetails
Price/FCF
45.01
High:
MU
1,171.75MULow:
GS
3.63GSDetails
P/E Ratio
30.98
High:SE
114.81SELow:BILI
-90.42BILIDetails
PEG Ratio
188.54
High:KO
10,264KOLow:RBLX
-219.32RBLXDetails
Price/Book
8.13
High:APP
210.72APPLow:MCD
-65.51MCDDetails
Price/Sales
7.35
High:NVDA
24.95NVDALow:SZG.DE
0.13SZG.DEDetails
Price/CF
19.55
High:TTWO
18,296.3TTWOLow:LHA.DE
1.9LHA.DEDetails
Price/FCF
45.01
High:MU
1,171.75MULow:GS
3.63GSDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-98.71% | Oct 2019 | - | 68 |