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+0.31%
Today
+3.09%
This Month
-8.14%
Year To Date
+40.2%
2 Years
+46.66%
5 Years
+8.4%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- š„ļø Technology Services36.53%
- šµ Cash15.42%
- šŖ Cryptocurrencies14.72%
- š ETFs14.38%
- š» Electronic Technology6.43%
- š° Finance4.38%
- š Consumer Non Durables2.14%
- š¼ Commercial Services1.99%
- šļø Retail Trade1.22%
- š§¬ Health Technology0.68%
- š ļø Producer Manufacturing0.5%
- āļø Energy Minerals0.29%
- šŖØ Non Energy Minerals0.11%
- ā Other0%
Exchanges Breakdown
- Exchange
- Total
- šŗšø Nasdaq65.43%
- š Digital Currency14.72%
- šŗšø NYSE2.82%
- š¬š§ LSE0.4%
Countries Breakdown
- Country
- Total
- šŗšø United States49.57%
- š¦šŗ Australia2.77%
- šØš¦ Canada0.99%
- šøš¬ Singapore0.45%
- š·šŗ Russia0.29%
- š¬š§ United Kingdom0.11%
- š®š± Israel0.08%
Dividends
Dividend Yield
0.57%
17 out of 67 instruments pay dividend.
6 dividend payments in the next 30 days.
Highest Dividend: $SVSTL.L (2546.05%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 TQQQ | 0.2% | 1.41% | - |
 OGZDL.L | 0.12% | 67.74% | - |
 PEP | 0.05% | 4.25% | $5.15 |
 SVSTL.L | 0.04% | 2546.05% | - |
 GOOG | 0.03% | 0.49% | $0.2 |
 MRK | 0.03% | 3.99% | $3.04 |
 EVR.L | 0.02% | 17.85% | - |
 NKE | 0.02% | 2.58% | $1.45 |
 NVTKL.L | 0.02% | 109.46% | - |
 MSFT | 0.01% | 0.68% | $3 |
 KO | 0.01% | 2.85% | $1.89 |
 CAT | 0.01% | 1.57% | $5.31 |
 AAPL | 0% | 0.5% | $0.97 |
 META | 0% | 0.29% | $1 |
 NAIL | 0% | 1.71% | - |
 MU | 0% | 0.38% | $0.46 |
 NVDA | 0% | 0.03% | $0.02 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
META | Pay Day | Jun 26, 2025 | $0.52 |
PEP | Pay Day | Jun 30, 2025 | $1.42 |
KO | Pay Day | Jul 1, 2025 | $0.51 |
NKE | Pay Day | Jul 1, 2025 | $0.40 |
NVDA | Pay Day | Jul 3, 2025 | $0.01 |
MRK | Pay Day | Jul 8, 2025 | $0.81 |
CAT | Ex-Dividend | Jul 21, 2025 | $1.51 |
CAT | Pay Day | Aug 20, 2025 | $1.51 |
MSFT | Ex-Dividend | Aug 21, 2025 | $0.83 |
MSFT | Pay Day | Sep 11, 2025 | $0.83 |
Performance Metrics
Score 3.2/10
Beta
1.47
1.47
0
0.8
1.2
0
2
Sharpe Ratio
0.3
0.3
0
0.5
1
1.5
1.5
Sortino Ratio
0.48
0.48
0
1
2
3
3
Jensen's Alpha
-5.86
-5.86
-6
0
2
4.5
4.5
Omega Ratio
0.97
0.97
0
1
1.5
2.5
2.5
Treynor Ratio
0.56
0.56
0
0.75
1.25
2
2
Information Ratio
-0.04
-0.04
-1
0.3
0.6
1
1
Calmar Ratio
0.14
0.14
0
0.3
0.6
1
1
Beta
1.47
1.47
0
0.8
1.2
0
2
Sharpe Ratio
0.3
0.3
0
0.5
1
1.5
1.5
Sortino Ratio
0.48
0.48
0
1
2
3
3
Jensen's Alpha
-5.86
-5.86
-6
0
2
4.5
4.5
Omega Ratio
0.97
0.97
0
1
1.5
2.5
2.5
Treynor Ratio
0.56
0.56
0
0.75
1.25
2
2
Information Ratio
-0.04
-0.04
-1
0.3
0.6
1
1
Calmar Ratio
0.14
0.14
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
28.09
High:
AMD
94.99AMDLow:
IREN
-48.92IRENDetails
PEG Ratio
408.02
High:
KO
9,960.76KOLow:
BITF
-8.36BITFDetails
Price/Book
9.25
High:
AAPL
45.07AAPLLow:
MIGI
-5.51MIGIDetails
Price/Sales
7.76
High:
MSTR
205.04MSTRLow:MIGI
0.15MIGIDetails
Price/CF
19.52
High:MSTR
7,511.07MSTRLow:
ATADL.L
0.14ATADL.LDetails
Price/FCF
38.39
High:
PEP
5,253.35PEPLow:ATADL.L
0.53ATADL.LDetails
P/E Ratio
28.09
High:AMD
94.99AMDLow:IREN
-48.92IRENDetails
PEG Ratio
408.02
High:KO
9,960.76KOLow:BITF
-8.36BITFDetails
Price/Book
9.25
High:AAPL
45.07AAPLLow:MIGI
-5.51MIGIDetails
Price/Sales
7.76
High:MSTR
205.04MSTRLow:MIGI
0.15MIGIDetails
Price/CF
19.52
High:MSTR
7,511.07MSTRLow:ATADL.L
0.14ATADL.LDetails
Price/FCF
38.39
High:PEP
5,253.35PEPLow:ATADL.L
0.53ATADL.LDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-54.38% | Nov 2021 | Nov 2024 | 36 |
-31.78% | Dec 2024 | - | 7 |
-6.85% | Sep 2021 | Oct 2021 | 1 |
-4.61% | Jul 2021 | Aug 2021 | 1 |
-2.73% | Feb 2021 | Apr 2021 | 2 |
-2.03% | Oct 2020 | Nov 2020 | 1 |
-1.2% | May 2021 | Jun 2021 | 1 |