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-1.76%
This Month
+0.53%
Year To Date
+24.12%
2 Years
+13.57%
5 Years
+30.51%
10 Years
+4.67%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs49.17%
- 🪙 Cryptocurrencies16.58%
- 🖥️ Technology Services5.77%
- 💰 Finance5.42%
- 💵 Cash3.65%
- 🛍️ Retail Trade2.83%
- ⛏️ Energy Minerals2.72%
- 🏭 Industrial Services2.64%
- ⚡ Utilities2.56%
- 🧬 Health Technology2.38%
- 🪨 Non Energy Minerals2.34%
- 💻 Electronic Technology2.25%
- 🚗 Consumer Durables2.21%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE55.27%
- 🌍 Digital Currency16.58%
- 🇺🇸 Nasdaq13.91%
- 🇬🇧 LSE7.73%
- 🇺🇸 Chicago Board Options Exchange3.4%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States15.7%
- 🇬🇧 United Kingdom5.39%
- 🇩🇰 Denmark2.38%
- 🇲🇽 Mexico2.34%
- 🇨🇳 China1.85%
Dividends
Dividend Yield
0.64%
9 out of 29 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $DNLM.L (8.02%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 IBM | Ex-Dividend | Nov 10, 2026 | $1.69 |
 DNLM.L | Ex-Dividend | Nov 10, 2026 | $0.23 |
 SO | Ex-Dividend | Nov 17, 2026 | $0.76 |
 GM | Ex-Dividend | Dec 4, 2026 | $0.18 |
 NVDA | Ex-Dividend | Dec 10, 2026 | $0.25 |
 WM | Ex-Dividend | Dec 11, 2026 | $0.94 |
 TMF | Ex-Dividend | Dec 23, 2026 | $0.00 |
 YINN | Ex-Dividend | Dec 23, 2026 | $0.00 |
 KMLM | Pay Day | Dec 23, 2026 | $0.00 |
 FRES.L | Ex-Dividend | Feb 11, 2027 | $1.08 |
 NVO | Ex-Dividend | Feb 17, 2027 | $1.22 |
Performance Metrics
Score 2.8/10
Beta
1.59
1.59
0
0.8
1.2
0
2
Sharpe Ratio
0.21
0.21
0
0.5
1
1.5
1.5
Sortino Ratio
0.35
0.35
0
1
2
3
3
Jensen's Alpha
-10.21
-10.21
-11
0
2
4.5
4.5
Omega Ratio
0.83
0.83
0
1
1.5
2.5
2.5
Treynor Ratio
0.32
0.32
0
0.75
1.25
2
2
Information Ratio
-0.24
-0.24
-1
0.3
0.6
1
1
Calmar Ratio
0.12
0.12
0
0.3
0.6
1
1
Beta
1.59
1.59
0
0.8
1.2
0
2
Sharpe Ratio
0.21
0.21
0
0.5
1
1.5
1.5
Sortino Ratio
0.35
0.35
0
1
2
3
3
Jensen's Alpha
-10.21
-10.21
-11
0
2
4.5
4.5
Omega Ratio
0.83
0.83
0
1
1.5
2.5
2.5
Treynor Ratio
0.32
0.32
0
0.75
1.25
2
2
Information Ratio
-0.24
-0.24
-1
0.3
0.6
1
1
Calmar Ratio
0.12
0.12
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
25.96
High:GM
40.47GMLow:
RIOT
-5.19RIOTDetails
PEG Ratio
1.37
High:WM
6.25WMLow:
HTT
0.01HTTDetails
Price/Book
10.38
High:NVDA
25.19NVDALow:HTT
0.22HTTDetails
Price/Sales
6.53
High:HTT
63.28HTTLow:
BBBY
0.13BBBYDetails
Price/CF
23
High:RIOT
107.94RIOTLow:GM
3.02GMDetails
Price/FCF
36.42
High:BBBY
147.79BBBYLow:HTT
2.58HTTDetails
P/E Ratio
25.96
High:GM
40.47GMLow:RIOT
-5.19RIOTDetails
PEG Ratio
1.37
High:WM
6.25WMLow:HTT
0.01HTTDetails
Price/Book
10.38
High:NVDA
25.19NVDALow:HTT
0.22HTTDetails
Price/Sales
6.53
High:HTT
63.28HTTLow:BBBY
0.13BBBYDetails
Price/CF
23
High:RIOT
107.94RIOTLow:GM
3.02GMDetails
Price/FCF
36.42
High:BBBY
147.79BBBYLow:HTT
2.58HTTDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-44.98% | Nov 2021 | Nov 2024 | 36 |
-20.2% | Oct 2025 | - | 13 |
-15.64% | Dec 2024 | Jul 2025 | 7 |
-6.65% | May 2021 | Aug 2021 | 3 |
-2.8% | Sep 2021 | Oct 2021 | 1 |
-0.65% | Mar 2021 | Apr 2021 | 1 |