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+0.18%
Today
-12.75%
This Month
-19.32%
Year To Date
-0.98%
2 Years
+9.04%
5 Years
+11.31%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💰 Finance47.97%
- 📊 ETFs41.02%
- 🪙 Cryptocurrencies5.48%
- ❓ Other4.54%
- 💻 Electronic Technology0.71%
- 🚗 Consumer Durables0.28%
- 🪨 Non Energy Minerals0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE50.45%
- 🇺🇸 Nasdaq38.51%
- 🌍 Digital Currency5.48%
- 🇺🇸 Chicago Board Options Exchange5.06%
- 🇬🇧 LSE0.25%
- 🇩🇪 Xetra ETFs0.25%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States48.96%
- 🇷🇺 Russia0%
Dividends
Dividend Yield
10.74%
25 out of 50 instruments pay dividend.
3 dividend payments in the next 30 days.
Highest Dividend: $MNODL.L (473.72%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 AGNC | 4.77% | 17.27% | $1.44 |
 ARR | 3.29% | 20.14% | $3.84 |
 ORC | 0.88% | 21.98% | $1.56 |
 QYLD | 0.64% | 13.63% | - |
 SDIV | 0.46% | 11.05% | - |
 SCM | 0.16% | 3.53% | - |
 SDOW | 0.09% | 7.31% | - |
 SPXU | 0.08% | 6.93% | - |
 SQQQ | 0.07% | 7.43% | - |
 TQQQ | 0.06% | 1.72% | - |
 UDOW | 0.05% | 1.23% | - |
 UPRO | 0.05% | 1.2% | - |
 SSO | 0.04% | 0.94% | - |
 SPXL | 0.04% | 0.96% | - |
 SOXL | 0.03% | 2.21% | - |
 MNODL.L | 0.01% | 473.72% | - |
 DIA.US | 0.01% | 1.59% | - |
 IVV | 0.01% | 1.38% | - |
 SPY | 0% | 1.28% | - |
 QQQ | 0% | 0.64% | - |
 VOOG | 0% | 0.61% | - |
 SOXX | 0% | 0.79% | - |
 VONG | 0% | 0.6% | - |
 AAPL | 0% | 0.51% | $0.97 |
 NVDA | 0% | 0.04% | $0.02 |
Next Dividends
Performance Metrics
Score 6.5/10
Beta
0.6
0.6
0
0.8
1.2
0
2
Sharpe Ratio
0.57
0.57
0
0.5
1
1.5
1.5
Sortino Ratio
1.01
1.01
0
1
2
3
3
Jensen's Alpha
8.37
8.37
-2
0
2
9
9
Omega Ratio
1.25
1.25
0
1
1.5
2.5
2.5
Treynor Ratio
1.93
1.93
0
0.75
1.25
2
2
Information Ratio
0.18
0.18
0
0.3
0.6
1
1
Calmar Ratio
0.47
0.47
0
0.3
0.6
1
1
Beta
0.6
0.6
0
0.8
1.2
0
2
Sharpe Ratio
0.57
0.57
0
0.5
1
1.5
1.5
Sortino Ratio
1.01
1.01
0
1
2
3
3
Jensen's Alpha
8.37
8.37
-2
0
2
9
9
Omega Ratio
1.25
1.25
0
1
1.5
2.5
2.5
Treynor Ratio
1.93
1.93
0
0.75
1.25
2
2
Information Ratio
0.18
0.18
0
0.3
0.6
1
1
Calmar Ratio
0.47
0.47
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
28
High:
TSLA
118.42TSLALow:
ARR
-32.72ARRDetails
PEG Ratio
-13.71
High:
NVDA
23.61NVDALow:ARR
-42.57ARRDetails
Price/Book
7.17
High:
AAPL
44.38AAPLLow:ARR
0.66ARRDetails
Price/Sales
6.62
High:NVDA
19.21NVDALow:
AGNC
1.52AGNCDetails
Price/CF
43.25
High:TSLA
95.18TSLALow:
MNODL.L
0.75MNODL.LDetails
Price/FCF
52.48
High:TSLA
396.62TSLALow:
ORC
9.86ORCDetails
P/E Ratio
28
High:TSLA
118.42TSLALow:ARR
-32.72ARRDetails
PEG Ratio
-13.71
High:NVDA
23.61NVDALow:ARR
-42.57ARRDetails
Price/Book
7.17
High:AAPL
44.38AAPLLow:ARR
0.66ARRDetails
Price/Sales
6.62
High:NVDA
19.21NVDALow:AGNC
1.52AGNCDetails
Price/CF
43.25
High:TSLA
95.18TSLALow:MNODL.L
0.75MNODL.LDetails
Price/FCF
52.48
High:TSLA
396.62TSLALow:ORC
9.86ORCDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-30.86% | Jan 2022 | Jan 2025 | 36 |
-22.8% | Feb 2025 | - | 3 |
-5.39% | Sep 2021 | Oct 2021 | 1 |
-2.4% | Mar 2021 | Apr 2021 | 1 |
-1.86% | May 2021 | Aug 2021 | 3 |
-1.63% | Sep 2020 | Nov 2020 | 2 |