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+0.02%
Today
+3.15%
This Month
+1.08%
Year To Date
+11.89%
2 Years
+22.98%
5 Years
+15.23%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs45.53%
- 💰 Finance42.51%
- 🪙 Cryptocurrencies6.76%
- ❓ Other4.24%
- 💻 Electronic Technology0.68%
- 🚗 Consumer Durables0.28%
- 🪨 Non Energy Minerals0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE52.51%
- 🇺🇸 Nasdaq35.67%
- 🌍 Digital Currency6.76%
- 🇺🇸 Chicago Board Options Exchange4.49%
- 🇬🇧 LSE0.28%
- 🇩🇪 Xetra ETFs0.28%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States43.47%
- 🇷🇺 Russia0%
Dividends
Dividend Yield
8.64%
25 out of 50 instruments pay dividend.
2 dividend payments in the next 30 days.
Highest Dividend: $MNODL.L (473.72%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 AGNC | 3.76% | 15.57% | $1.44 |
 ARR | 2.59% | 17.48% | $3.84 |
 ORC | 0.72% | 20.4% | $1.56 |
 QYLD | 0.45% | 11.47% | - |
 SDIV | 0.43% | 10.78% | - |
 SCM | 0.15% | 3.53% | - |
 TQQQ | 0.07% | 1.41% | - |
 SOXL | 0.06% | 2.17% | - |
 SDOW | 0.06% | 8.07% | - |
 UDOW | 0.06% | 1.28% | - |
 UPRO | 0.06% | 1.11% | - |
 SQQQ | 0.05% | 12.03% | - |
 SPXU | 0.05% | 9.09% | - |
 SSO | 0.05% | 0.87% | - |
 SPXL | 0.04% | 0.88% | - |
 MNODL.L | 0.01% | 473.72% | - |
 DIA.US | 0.01% | 1.52% | - |
 IVV | 0.01% | 1.31% | - |
 SPY | 0% | 1.21% | - |
 SOXX | 0% | 0.72% | - |
 QQQ | 0% | 0.58% | - |
 VOOG | 0% | 0.54% | - |
 VONG | 0% | 0.54% | - |
 AAPL | 0% | 0.48% | $0.97 |
 NVDA | 0% | 0.02% | $0.02 |
Performance Metrics
Score 6.5/10
Beta
0.61
0.61
0
0.8
1.2
0
2
Sharpe Ratio
0.58
0.58
0
0.5
1
1.5
1.5
Sortino Ratio
1.03
1.03
0
1
2
3
3
Jensen's Alpha
7.65
7.65
-2
0
2
8
8
Omega Ratio
1.19
1.19
0
1
1.5
2.5
2.5
Treynor Ratio
1.92
1.92
0
0.75
1.25
2
2
Information Ratio
0.14
0.14
0
0.3
0.6
1
1
Calmar Ratio
0.48
0.48
0
0.3
0.6
1
1
Beta
0.61
0.61
0
0.8
1.2
0
2
Sharpe Ratio
0.58
0.58
0
0.5
1
1.5
1.5
Sortino Ratio
1.03
1.03
0
1
2
3
3
Jensen's Alpha
7.65
7.65
-2
0
2
8
8
Omega Ratio
1.19
1.19
0
1
1.5
2.5
2.5
Treynor Ratio
1.92
1.92
0
0.75
1.25
2
2
Information Ratio
0.14
0.14
0
0.3
0.6
1
1
Calmar Ratio
0.48
0.48
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
44.74
High:
TSLA
181.29TSLALow:
ARR
-47.15ARRDetails
PEG Ratio
-70.5
High:
NVDA
68.26NVDALow:ARR
-92.93ARRDetails
Price/Book
9.4
High:NVDA
50.15NVDALow:ARR
0.6ARRDetails
Price/Sales
10.65
High:NVDA
28.57NVDALow:ARR
2.09ARRDetails
Price/CF
33.29
High:TSLA
54.2TSLALow:
MNODL.L
0.75MNODL.LDetails
Price/FCF
41.28
High:TSLA
134.59TSLALow:
ORC
9.86ORCDetails
P/E Ratio
44.74
High:TSLA
181.29TSLALow:ARR
-47.15ARRDetails
PEG Ratio
-70.5
High:NVDA
68.26NVDALow:ARR
-92.93ARRDetails
Price/Book
9.4
High:NVDA
50.15NVDALow:ARR
0.6ARRDetails
Price/Sales
10.65
High:NVDA
28.57NVDALow:ARR
2.09ARRDetails
Price/CF
33.29
High:TSLA
54.2TSLALow:MNODL.L
0.75MNODL.LDetails
Price/FCF
41.28
High:TSLA
134.59TSLALow:ORC
9.86ORCDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-30.86% | Jan 2022 | Jan 2025 | 36 |
-15.9% | Feb 2025 | - | 6 |
-5.39% | Sep 2021 | Oct 2021 | 1 |
-2.29% | Mar 2021 | Apr 2021 | 1 |
-1.86% | May 2021 | Aug 2021 | 3 |
-1.63% | Sep 2020 | Nov 2020 | 2 |