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-2.12%
This Month
-0.6%
Year To Date
+24.15%
2 Years
-17.08%
5 Years
+40.09%
10 Years
+5.7%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies48.63%
- 💵 Cash20.6%
- 🖥️ Technology Services17.45%
- 🛍️ Retail Trade2.17%
- 💰 Finance1.75%
- 💻 Electronic Technology1.71%
- 💼 Commercial Services1.7%
- 💇♀️ Consumer Services1.31%
- 🧬 Health Technology0.88%
- 📊 ETFs0.85%
- 🪨 Non Energy Minerals0.6%
- 🚚 Transportation0.46%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency48.63%
- 🇺🇸 Nasdaq18.06%
- 🇺🇸 NYSE10.83%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States24.76%
- 🇩🇰 Denmark0.88%
- 🇿🇦 South Africa0.6%
- 🇮🇪 Ireland0.48%
- 🇲🇨 Monaco0.46%
- 🇨🇳 China0.44%
- 🇮🇱 Israel0.42%
Dividends
Dividend Yield
0.17%
17 out of 42 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $JD.US (3.79%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 DRD | 0.02% | 3.22% | $0.34 |
 MCD | 0.02% | 3.07% | $6.53 |
 LMT | 0.02% | 2.52% | $12.45 |
 JD.US | 0.02% | 3.79% | $0.74 |
 MSFT | 0.02% | 0.7% | $3 |
 SWKS | 0.01% | 3.49% | $2.72 |
 CRM | 0.01% | 0.72% | $0.4 |
 DIS | 0.01% | 1.36% | $0.75 |
 STNG | 0.01% | 2.14% | $1.4 |
 NVO | 0.01% | 1.04% | $0.98 |
 MA | 0.01% | 0.56% | $2.46 |
 NOC | 0.01% | 1.76% | $7.67 |
 META | 0.01% | 0.3% | $1 |
 RTX | 0% | 1.48% | $2.44 |
 PYPL | 0% | 0.98% | - |
 V | 0% | 0.66% | $2.01 |
 NVDA | 0% | 0.24% | $0.02 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
MA | Pay Day | Nov 9, 2026 | $0.87 |
V | Ex-Dividend | Nov 11, 2026 | $0.67 |
RTX | Ex-Dividend | Nov 14, 2026 | $0.73 |
STNG | Ex-Dividend | Nov 17, 2026 | $0.45 |
MSFT | Ex-Dividend | Nov 20, 2026 | $0.91 |
SWKS | Ex-Dividend | Nov 26, 2026 | $0.71 |
MCD | Ex-Dividend | Dec 1, 2026 | $1.86 |
LMT | Ex-Dividend | Dec 1, 2026 | $3.45 |
NOC | Ex-Dividend | Dec 1, 2026 | $2.47 |
PYPL | Ex-Dividend | Dec 4, 2026 | $0.14 |
NVDA | Ex-Dividend | Dec 10, 2026 | $0.25 |
CRM | Ex-Dividend | Dec 17, 2026 | $0.44 |
META | Ex-Dividend | Dec 21, 2026 | $0.53 |
DIS | Ex-Dividend | Dec 30, 2026 | $0.75 |
MA | Ex-Dividend | Jan 9, 2027 | $0.87 |
NVO | Ex-Dividend | Feb 17, 2027 | $1.22 |
DRD | Ex-Dividend | Mar 11, 2027 | $0.30 |
JD.US | Ex-Dividend | Apr 9, 2027 | $1.00 |
Performance Metrics
Score 3.4/10
Beta
0.71
0.71
0
0.8
1.2
0
2
Sharpe Ratio
0.21
0.21
0
0.5
1
1.5
1.5
Sortino Ratio
0.32
0.32
0
1
2
3
3
Jensen's Alpha
-2.25
-2.25
-3
0
2
4.5
4.5
Omega Ratio
0.84
0.84
0
1
1.5
2.5
2.5
Treynor Ratio
0.72
0.72
0
0.75
1.25
2
2
Information Ratio
-0.21
-0.21
-1
0.3
0.6
1
1
Calmar Ratio
0.1
0.1
0
0.3
0.6
1
1
Beta
0.71
0.71
0
0.8
1.2
0
2
Sharpe Ratio
0.21
0.21
0
0.5
1
1.5
1.5
Sortino Ratio
0.32
0.32
0
1
2
3
3
Jensen's Alpha
-2.25
-2.25
-3
0
2
4.5
4.5
Omega Ratio
0.84
0.84
0
1
1.5
2.5
2.5
Treynor Ratio
0.72
0.72
0
0.75
1.25
2
2
Information Ratio
-0.21
-0.21
-1
0.3
0.6
1
1
Calmar Ratio
0.1
0.1
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
25.95
High:
XYZ
135.71XYZLow:
TTWO
-117.48TTWODetails
PEG Ratio
1.87
High:
TTD
75.24TTDLow:
TWLO
0.01TWLODetails
Price/Book
7.71
High:MA
88.35MALow:MCD
-161.19MCDDetails
Price/Sales
7.23
High:NVDA
19.15NVDALow:JD.US
0.2JD.USDetails
Price/CF
14.5
High:TTWO
93.06TTWOLow:STNG
4.72STNGDetails
Price/FCF
46.15
High:SWKS
1,279.94SWKSLow:PYPL
6.14PYPLDetails
P/E Ratio
25.95
High:XYZ
135.71XYZLow:TTWO
-117.48TTWODetails
PEG Ratio
1.87
High:TTD
75.24TTDLow:TWLO
0.01TWLODetails
Price/Book
7.71
High:MA
88.35MALow:MCD
-161.19MCDDetails
Price/Sales
7.23
High:NVDA
19.15NVDALow:JD.US
0.2JD.USDetails
Price/CF
14.5
High:TTWO
93.06TTWOLow:STNG
4.72STNGDetails
Price/FCF
46.15
High:SWKS
1,279.94SWKSLow:PYPL
6.14PYPLDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-49.56% | Sep 2021 | Aug 2025 | 47 |
-37.03% | Oct 2025 | - | 13 |
-7.49% | Apr 2020 | Jun 2020 | 2 |
-4.53% | Mar 2021 | Apr 2021 | 1 |
-3.41% | Sep 2020 | Nov 2020 | 2 |
-3.11% | May 2021 | Jun 2021 | 1 |