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-1.87%
This Month
+23.05%
Year To Date
+77.09%
2 Years
+109.1%
5 Years
+132.07%
10 Years
+9.11%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs31.6%
- 🪙 Cryptocurrencies25.19%
- 🖥️ Technology Services13.37%
- 💻 Electronic Technology10.2%
- 🏥 Health Services4.93%
- 🛍️ Retail Trade3.36%
- 🧬 Health Technology3.17%
- 🍞 Consumer Non Durables2.84%
- 💵 Cash2.34%
- 💼 Commercial Services1.9%
- 💰 Finance1.76%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE38.01%
- 🇺🇸 Nasdaq32.61%
- 🌍 Digital Currency25.19%
- 🇬🇧 LSE1.28%
- 🇫🇷 Euronext Paris1.23%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States33.75%
- 🇨🇳 China3.16%
- 🇮🇱 Israel1.39%
- 🇰🇷 South Korea1.28%
- 🇫🇷 France1.23%
- 🇮🇪 Ireland0.72%
Dividends
Dividend Yield
0.28%
14 out of 47 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $PFE (7.01%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 UNH | 0.04% | 2.42% | $7.74 |
 PFE | 0.04% | 7.01% | $1.66 |
 MRK | 0.03% | 3.83% | $3.04 |
 KVUE.RTH | 0.03% | 5.38% | $0.8 |
 QCOM | 0.03% | 2.14% | $3.25 |
 MC.PA | 0.03% | 2.14% | $13 |
 NKE | 0.02% | 2.37% | $1.45 |
 SMSN.L | 0.02% | 1.22% | $23.68 |
 ZTS | 0.01% | 1.39% | $1.67 |
 BABA | 0.01% | 0.62% | $0.98 |
 DELL | 0.01% | 1.35% | $1.63 |
 INTC | 0% | 0.33% | $0.5 |
 GOOG | 0% | 0.32% | $0.2 |
 NVDA | 0% | 0.02% | $0.02 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
DELL | Ex-Dividend | Oct 21, 2025 | $0.52 |
ZTS | Ex-Dividend | Oct 31, 2025 | $0.50 |
DELL | Pay Day | Oct 31, 2025 | $0.52 |
PFE | Ex-Dividend | Nov 7, 2025 | $0.43 |
PFE | Pay Day | Dec 1, 2025 | $0.43 |
MC.PA | Ex-Dividend | Dec 2, 2025 | $6.47 |
ZTS | Pay Day | Dec 2, 2025 | $0.50 |
MC.PA | Pay Day | Dec 4, 2025 | $6.47 |
 KWEB | Pay Day | Dec 18, 2025 | $0.00 |
 CQQQ | Pay Day | Dec 27, 2025 | $0.00 |
 ASHR | Pay Day | Dec 30, 2025 | $0.00 |
Performance Metrics
Score 4.6/10
Beta
0.99
0.99
0
0.8
1.2
0
2
Sharpe Ratio
0.37
0.37
0
0.5
1
1.5
1.5
Sortino Ratio
0.58
0.58
0
1
2
3
3
Jensen's Alpha
0.59
0.59
-2
0
2
4.5
4.5
Omega Ratio
1.02
1.02
0
1
1.5
2.5
2.5
Treynor Ratio
0.97
0.97
0
0.75
1.25
2
2
Information Ratio
0.02
0.02
0
0.3
0.6
1
1
Calmar Ratio
0.18
0.18
0
0.3
0.6
1
1
Beta
0.99
0.99
0
0.8
1.2
0
2
Sharpe Ratio
0.37
0.37
0
0.5
1
1.5
1.5
Sortino Ratio
0.58
0.58
0
1
2
3
3
Jensen's Alpha
0.59
0.59
-2
0
2
4.5
4.5
Omega Ratio
1.02
1.02
0
1
1.5
2.5
2.5
Treynor Ratio
0.97
0.97
0
0.75
1.25
2
2
Information Ratio
0.02
0.02
0
0.3
0.6
1
1
Calmar Ratio
0.18
0.18
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
34.68
High:
AMD
134.16AMDLow:
OSCR
-23.67OSCRDetails
PEG Ratio
59.14
High:
SMSN.L
415.08SMSN.LLow:
SBET
-1.44SBETDetails
Price/Book
4.96
High:
NVDA
44.55NVDALow:
DELL
-36.51DELLDetails
Price/Sales
4.35
High:
MSTR
192.34MSTRLow:
CNC
0.1CNCDetails
Price/CF
19.74
High:MSTR
7,511.07MSTRLow:OSCR
4.44OSCRDetails
Price/FCF
44.52
High:MSTR
1,187.5MSTRLow:OSCR
4.56OSCRDetails
P/E Ratio
34.68
High:AMD
134.16AMDLow:OSCR
-23.67OSCRDetails
PEG Ratio
59.14
High:SMSN.L
415.08SMSN.LLow:SBET
-1.44SBETDetails
Price/Book
4.96
High:NVDA
44.55NVDALow:DELL
-36.51DELLDetails
Price/Sales
4.35
High:MSTR
192.34MSTRLow:CNC
0.1CNCDetails
Price/CF
19.74
High:MSTR
7,511.07MSTRLow:OSCR
4.44OSCRDetails
Price/FCF
44.52
High:MSTR
1,187.5MSTRLow:OSCR
4.56OSCRDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-51.79% | Sep 2021 | - | 50 |
-37.95% | Dec 2015 | Dec 2017 | 24 |
-23.62% | Jan 2018 | Jan 2021 | 36 |
-15.14% | May 2021 | Aug 2021 | 3 |