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+0.61%
Today
+7.32%
This Month
+22.25%
Year To Date
+62.41%
2 Years
+108.96%
5 Years
+9.1%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs32.59%
- 🪙 Cryptocurrencies26.87%
- 🖥️ Technology Services15.36%
- 💻 Electronic Technology11.29%
- 💵 Cash3.53%
- 🏥 Health Services3.51%
- 🧬 Health Technology2.95%
- 🍞 Consumer Non Durables2.13%
- 🛍️ Retail Trade1.68%
- 💰 Finance1.1%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE35.59%
- 🇺🇸 Nasdaq33.13%
- 🌍 Digital Currency26.87%
- 🇫🇷 Euronext Paris0.98%
- 🇬🇧 LSE0.92%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States33.63%
- 🇨🇳 China1.86%
- 🇫🇷 France0.98%
- 🇰🇷 South Korea0.92%
- 🇮🇪 Ireland0.63%
Dividends
Dividend Yield
1.02%
32 out of 47 instruments pay dividend.
2 dividend payments in the next 30 days.
Highest Dividend: $PFE (6.99%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 TLT | 0.1% | 4.39% | - |
 FNDF | 0.08% | 3.41% | - |
 IXC | 0.08% | 4.59% | - |
 SCHD | 0.07% | 3.97% | - |
 FLKR | 0.06% | 5.91% | - |
 VWO | 0.05% | 3.02% | - |
 IXJ | 0.05% | 1.5% | - |
 KWEB | 0.05% | 3.09% | - |
 VOOV | 0.04% | 2.16% | - |
 PFE | 0.04% | 6.99% | $1.66 |
 MRK | 0.03% | 4% | $3.04 |
 EWW | 0.03% | 3.42% | - |
 INTC | 0.03% | 2.16% | $0.5 |
 QCOM | 0.03% | 2.22% | $3.25 |
 SOXX | 0.03% | 0.72% | - |
 MC.PA | 0.03% | 2.76% | $13 |
 IDEV | 0.03% | 2.83% | - |
 NKE | 0.03% | 2.17% | $1.45 |
 UNH | 0.02% | 3.01% | $7.74 |
 DELL | 0.02% | 1.48% | $1.63 |
 ASHR | 0.02% | 1.13% | - |
 KXI | 0.02% | 2.26% | - |
 DGRO | 0.02% | 2.23% | - |
 SMSN.L | 0.02% | 1.95% | $23.68 |
 VOOG | 0.01% | 0.54% | - |
 BABA | 0.01% | 0.86% | $0.98 |
 CQQQ | 0.01% | 0.27% | - |
 ZTS | 0.01% | 1.3% | $1.67 |
 QQQ | 0.01% | 0.58% | - |
 MU | 0% | 0.4% | $0.46 |
 GOOG | 0% | 0.44% | $0.2 |
 NVDA | 0% | 0.02% | $0.02 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
MU | Pay Day | Jul 22, 2025 | $0.12 |
DELL | Ex-Dividend | Jul 22, 2025 | $0.52 |
PFE | Ex-Dividend | Jul 25, 2025 | $0.43 |
DELL | Pay Day | Aug 1, 2025 | $0.52 |
PFE | Pay Day | Sep 2, 2025 | $0.43 |
ZTS | Pay Day | Sep 3, 2025 | $0.50 |
QCOM | Ex-Dividend | Sep 4, 2025 | $0.89 |
QCOM | Pay Day | Sep 25, 2025 | $0.89 |
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 4.5/10
Beta
0.96
0.96
0
0.8
1.2
0
2
Sharpe Ratio
0.35
0.35
0
0.5
1
1.5
1.5
Sortino Ratio
0.55
0.55
0
1
2
3
3
Jensen's Alpha
0.42
0.42
-2
0
2
4.5
4.5
Omega Ratio
1
1
0
1
1.5
2.5
2.5
Treynor Ratio
0.95
0.95
0
0.75
1.25
2
2
Information Ratio
0
0
0
0.3
0.6
1
1
Calmar Ratio
0.16
0.16
0
0.3
0.6
1
1
Beta
0.96
0.96
0
0.8
1.2
0
2
Sharpe Ratio
0.35
0.35
0
0.5
1
1.5
1.5
Sortino Ratio
0.55
0.55
0
1
2
3
3
Jensen's Alpha
0.42
0.42
-2
0
2
4.5
4.5
Omega Ratio
1
1
0
1
1.5
2.5
2.5
Treynor Ratio
0.95
0.95
0
0.75
1.25
2
2
Information Ratio
0
0
0
0.3
0.6
1
1
Calmar Ratio
0.16
0.16
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
58.19
High:
AMD
115.08AMDLow:
MSTR
-19.4MSTRDetails
PEG Ratio
145.82
High:
COIN
1,544.76COINLow:
PFE
0.64PFEDetails
Price/Book
4.76
High:
NVDA
50.15NVDALow:
DELL
-29.64DELLDetails
Price/Sales
4.85
High:MSTR
236.34MSTRLow:
CNC
0.08CNCDetails
Price/CF
22.23
High:MSTR
7,511.07MSTRLow:
OSCR
3.28OSCRDetails
Price/FCF
41.92
High:MSTR
1,187.5MSTRLow:OSCR
3.37OSCRDetails
P/E Ratio
58.19
High:AMD
115.08AMDLow:MSTR
-19.4MSTRDetails
PEG Ratio
145.82
High:COIN
1,544.76COINLow:PFE
0.64PFEDetails
Price/Book
4.76
High:NVDA
50.15NVDALow:DELL
-29.64DELLDetails
Price/Sales
4.85
High:MSTR
236.34MSTRLow:CNC
0.08CNCDetails
Price/CF
22.23
High:MSTR
7,511.07MSTRLow:OSCR
3.28OSCRDetails
Price/FCF
41.92
High:MSTR
1,187.5MSTRLow:OSCR
3.37OSCRDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-51.79% | Sep 2021 | - | 47 |
-37.95% | Dec 2015 | Dec 2017 | 24 |
-23.62% | Jan 2018 | Jan 2021 | 36 |
-15.14% | May 2021 | Aug 2021 | 3 |