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-0.02%
This Month
+19%
Year To Date
+76.85%
2 Years
+102.09%
5 Years
+127.85%
10 Years
+8.82%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs34.51%
- 🪙 Cryptocurrencies26.32%
- 🖥️ Technology Services13.82%
- 💻 Electronic Technology10.57%
- 🏥 Health Services4.58%
- 🧬 Health Technology3.22%
- 🛍️ Retail Trade1.9%
- 💰 Finance1.6%
- 🍞 Consumer Non Durables1.55%
- 💼 Commercial Services1.45%
- 💵 Cash0.65%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE38.86%
- 🇺🇸 Nasdaq32.31%
- 🌍 Digital Currency26.32%
- 🇫🇷 Euronext Paris1.06%
- 🇬🇧 LSE0.97%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States32.74%
- 🇨🇳 China2.1%
- 🇮🇱 Israel1.09%
- 🇫🇷 France1.06%
- 🇰🇷 South Korea0.97%
- 🇮🇪 Ireland0.73%
Dividends
Dividend Yield
0.98%
32 out of 49 instruments pay dividend.
5 dividend payments in the next 30 days.
Highest Dividend: $PFE (6.97%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 TLT | 0.1% | 4.3% | - |
 FNDF | 0.08% | 3.07% | - |
 IXC | 0.07% | 3.93% | - |
 SCHD | 0.07% | 3.87% | - |
 IXJ | 0.06% | 1.6% | - |
 VWO | 0.05% | 2.81% | - |
 KWEB | 0.05% | 3% | - |
 EWW | 0.05% | 4.4% | - |
 UNH | 0.05% | 2.79% | $7.74 |
 VOOV | 0.04% | 2.02% | - |
 PFE | 0.04% | 6.97% | $1.66 |
 MRK | 0.04% | 3.86% | $3.04 |
 QCOM | 0.03% | 2.18% | $3.25 |
 IDEV | 0.03% | 2.99% | - |
 MC.PA | 0.03% | 2.65% | $13 |
 SOXX | 0.03% | 0.69% | - |
 DELL | 0.02% | 1.53% | $1.63 |
 ASHR | 0.02% | 1.09% | - |
 KXI | 0.02% | 2.37% | - |
 DGRO | 0.02% | 2.21% | - |
 SMSN.L | 0.02% | 1.69% | $23.68 |
 ZTS | 0.01% | 1.26% | $1.67 |
 VOOG | 0.01% | 0.53% | - |
 NKE | 0.01% | 2.15% | $1.45 |
 BABA | 0.01% | 0.76% | $0.98 |
 CQQQ | 0.01% | 0.25% | - |
 INTC | 0.01% | 0.51% | $0.5 |
 QQQ | 0.01% | 0.51% | - |
 FLKR | 0.01% | 0.5% | - |
 MU | 0% | 0.37% | $0.46 |
 GOOG | 0% | 0.35% | $0.2 |
 NVDA | 0% | 0.02% | $0.02 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
GOOG | Ex-Dividend | Sep 8, 2025 | $0.21 |
NVDA | Ex-Dividend | Sep 11, 2025 | $0.01 |
GOOG | Pay Day | Sep 15, 2025 | $0.21 |
MRK | Ex-Dividend | Sep 15, 2025 | $0.81 |
UNH | Ex-Dividend | Sep 15, 2025 | $2.21 |
UNH | Pay Day | Sep 23, 2025 | $2.21 |
QCOM | Pay Day | Sep 25, 2025 | $0.89 |
NKE | Pay Day | Oct 1, 2025 | $0.40 |
NVDA | Pay Day | Oct 2, 2025 | $0.01 |
MRK | Pay Day | Oct 7, 2025 | $0.81 |
DELL | Ex-Dividend | Oct 21, 2025 | $0.52 |
DELL | Pay Day | Oct 31, 2025 | $0.52 |
MC.PA | Ex-Dividend | Dec 2, 2025 | $6.47 |
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 4.4/10
Beta
0.97
0.97
0
0.8
1.2
0
2
Sharpe Ratio
0.36
0.36
0
0.5
1
1.5
1.5
Sortino Ratio
0.56
0.56
0
1
2
3
3
Jensen's Alpha
-0.06
-0.06
-2
0
2
4.5
4.5
Omega Ratio
0.99
0.99
0
1
1.5
2.5
2.5
Treynor Ratio
0.96
0.96
0
0.75
1.25
2
2
Information Ratio
-0.01
-0.01
-1
0.3
0.6
1
1
Calmar Ratio
0.17
0.17
0
0.3
0.6
1
1
Beta
0.97
0.97
0
0.8
1.2
0
2
Sharpe Ratio
0.36
0.36
0
0.5
1
1.5
1.5
Sortino Ratio
0.56
0.56
0
1
2
3
3
Jensen's Alpha
-0.06
-0.06
-2
0
2
4.5
4.5
Omega Ratio
0.99
0.99
0
1
1.5
2.5
2.5
Treynor Ratio
0.96
0.96
0
0.75
1.25
2
2
Information Ratio
-0.01
-0.01
-1
0.3
0.6
1
1
Calmar Ratio
0.17
0.17
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
30.72
High:
AMD
93.13AMDLow:
OSCR
-22.44OSCRDetails
PEG Ratio
42.08
High:
SMSN.L
304.51SMSN.LLow:
SBET
-1.56SBETDetails
Price/Book
4.39
High:
NVDA
41.74NVDALow:
DELL
-28.61DELLDetails
Price/Sales
4.09
High:
MSTR
217.37MSTRLow:
CNC
0.08CNCDetails
Price/CF
20.42
High:MSTR
7,511.07MSTRLow:OSCR
4.44OSCRDetails
Price/FCF
43.21
High:MSTR
1,187.5MSTRLow:OSCR
4.56OSCRDetails
P/E Ratio
30.72
High:AMD
93.13AMDLow:OSCR
-22.44OSCRDetails
PEG Ratio
42.08
High:SMSN.L
304.51SMSN.LLow:SBET
-1.56SBETDetails
Price/Book
4.39
High:NVDA
41.74NVDALow:DELL
-28.61DELLDetails
Price/Sales
4.09
High:MSTR
217.37MSTRLow:CNC
0.08CNCDetails
Price/CF
20.42
High:MSTR
7,511.07MSTRLow:OSCR
4.44OSCRDetails
Price/FCF
43.21
High:MSTR
1,187.5MSTRLow:OSCR
4.56OSCRDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-51.79% | Sep 2021 | - | 49 |
-37.95% | Dec 2015 | Dec 2017 | 24 |
-23.62% | Jan 2018 | Jan 2021 | 36 |
-15.14% | May 2021 | Aug 2021 | 3 |