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-0.1%
This Month
+9%
Year To Date
+39.81%
2 Years
+18.76%
5 Years
+18.76%
10 Years
+3.56%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services19.74%
- 🚗 Consumer Durables19.39%
- 🍞 Consumer Non Durables13.53%
- 🪙 Cryptocurrencies11.26%
- 🧩 Miscellaneous9.32%
- 💻 Electronic Technology9.24%
- 💰 Finance3.55%
- ⛏️ Energy Minerals3.13%
- 🛍️ Retail Trade2.79%
- ⚡ Utilities1.74%
- 📦 Distribution Services1.65%
- 🪨 Non Energy Minerals1.42%
- 🧬 Health Technology1.05%
- 🧪 Process Industries1.02%
- 🏭 Industrial Services0.85%
- 💵 Cash0.18%
- 💼 Commercial Services0.16%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq53.11%
- 🇺🇸 NYSE24.51%
- 🌍 Digital Currency11.26%
- 🇬🇧 LSE9.32%
- 🇮🇹 Borsa Italiana1.65%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States69.09%
- 🇬🇧 United Kingdom9.32%
- 🇦🇷 Argentina6.81%
- 🇮🇹 Italy1.65%
- 🇮🇱 Israel1.05%
- 🇨🇦 Canada0.67%
Dividends
Dividend Yield
0.78%
16 out of 26 instruments pay dividend.
7 dividend payments in the next 30 days.
Highest Dividend: $MO (6.21%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 NKE | 0.18% | 2.17% | $1.45 |
 KO | 0.15% | 2.97% | $1.89 |
 MSFT | 0.13% | 0.67% | $3 |
 CEPU | 0.06% | 3.5% | $0.91 |
 IRM | 0.05% | 3.34% | $2.6 |
 OKE | 0.05% | 5.64% | $3.89 |
 MO | 0.03% | 6.21% | $3.92 |
 AMP.MI | 0.03% | 1.9% | $0.29 |
 MAIN | 0.02% | 4.54% | $2.85 |
 GGAL | 0.02% | 1.42% | $1.57 |
 OLN | 0.02% | 3.18% | $0.8 |
 BTG.US | 0.02% | 2.47% | $0.16 |
 CRESY | 0.01% | 3.07% | $0.55 |
 FCX | 0.01% | 1.3% | $0.6 |
 NVDA | 0% | 0.02% | $0.02 |
 PSH.L | 0% | 0.01% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
MAIN | Ex-Dividend | Sep 8, 2025 | $0.26 |
MSFT | Pay Day | Sep 11, 2025 | $0.83 |
NVDA | Ex-Dividend | Sep 11, 2025 | $0.01 |
OLN | Pay Day | Sep 12, 2025 | $0.20 |
KO | Ex-Dividend | Sep 15, 2025 | $0.51 |
MO | Ex-Dividend | Sep 15, 2025 | $1.06 |
MAIN | Pay Day | Sep 15, 2025 | $0.26 |
IRM | Ex-Dividend | Sep 15, 2025 | $0.78 |
KO | Pay Day | Oct 1, 2025 | $0.51 |
NKE | Pay Day | Oct 1, 2025 | $0.40 |
NVDA | Pay Day | Oct 2, 2025 | $0.01 |
IRM | Pay Day | Oct 3, 2025 | $0.78 |
MO | Pay Day | Oct 10, 2025 | $1.06 |
PSH.L | Ex-Dividend | Nov 13, 2025 | $0.16 |
PSH.L | Pay Day | Dec 19, 2025 | $0.16 |
Performance Metrics
Score 2.8/10
Beta
0.92
0.92
0
0.8
1.2
0
2
Sharpe Ratio
0.13
0.13
0
0.5
1
1.5
1.5
Sortino Ratio
0.19
0.19
0
1
2
3
3
Jensen's Alpha
-8.63
-8.63
-9
0
2
4.5
4.5
Omega Ratio
0.58
0.58
0
1
1.5
2.5
2.5
Treynor Ratio
0.24
0.24
0
0.75
1.25
2
2
Information Ratio
-0.67
-0.67
-1
0.3
0.6
1
1
Calmar Ratio
0.09
0.09
0
0.3
0.6
1
1
Beta
0.92
0.92
0
0.8
1.2
0
2
Sharpe Ratio
0.13
0.13
0
0.5
1
1.5
1.5
Sortino Ratio
0.19
0.19
0
1
2
3
3
Jensen's Alpha
-8.63
-8.63
-9
0
2
4.5
4.5
Omega Ratio
0.58
0.58
0
1
1.5
2.5
2.5
Treynor Ratio
0.24
0.24
0
0.75
1.25
2
2
Information Ratio
-0.67
-0.67
-1
0.3
0.6
1
1
Calmar Ratio
0.09
0.09
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
44.74
High:
IRM
663.36IRMLow:
OLN
-198.84OLNDetails
PEG Ratio
124.69
High:
MSFT
240.18MSFTLow:
TEVA
-198.53TEVADetails
Price/Book
13.65
High:
NVDA
41.74NVDALow:IRM
-35.04IRMDetails
Price/Sales
12.72
High:NVDA
25.49NVDALow:OLN
0.42OLNDetails
Price/CF
34.26
High:
KO
233.26KOLow:
PSH.L
1.96PSH.LDetails
Price/FCF
79.97
High:
BTG.US
1,018.99BTG.USLow:PSH.L
2PSH.LDetails
P/E Ratio
44.74
High:IRM
663.36IRMLow:OLN
-198.84OLNDetails
PEG Ratio
124.69
High:MSFT
240.18MSFTLow:TEVA
-198.53TEVADetails
Price/Book
13.65
High:NVDA
41.74NVDALow:IRM
-35.04IRMDetails
Price/Sales
12.72
High:NVDA
25.49NVDALow:OLN
0.42OLNDetails
Price/CF
34.26
High:KO
233.26KOLow:PSH.L
1.96PSH.LDetails
Price/FCF
79.97
High:BTG.US
1,018.99BTG.USLow:PSH.L
2PSH.LDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-40.77% | Sep 2021 | - | 49 |
-6.59% | Jul 2021 | Aug 2021 | 1 |
-2.18% | May 2021 | Jun 2021 | 1 |