-0.29%
Today
-3.43%
This Month
-17.29%
Year To Date
+13.84%
2 Years
+31.96%
5 Years
+6.86%
Annualized
- Shonof
- S&P 500
- + Add Benchmark
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies49.23%
- 🌾 Commodities8.09%
- 🖥️ Technology Services4.14%
- 💻 Electronic Technology3.55%
- 🧬 Health Technology2.32%
- 📊 ETFs2.02%
- 🛍️ Retail Trade0.54%
- 💰 Finance0.32%
- 🚚 Transportation0.32%
- 📈 Indexes0.03%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency49.23%
- 🌍 Commodity8.09%
- 🇺🇸 Nasdaq7.17%
- 🇺🇸 NYSE3.97%
- 🇬🇧 LSE1.38%
- 🇩🇪 FRA0.31%
- 🇩🇪 Xetra ETFs0.18%
- 🇫🇷 Euronext Paris0.1%
- 🇨🇭 SIX0.09%
- 🌍 CFD0.03%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States9.05%
- 🇨🇳 China0.68%
- 🇮🇪 Ireland0.32%
- 🇩🇪 Germany0.31%
- 🇩🇰 Denmark0.2%
- 🇹🇼 Taiwan0.18%
- 🇬🇧 United Kingdom0.12%
- 🇱🇺 Luxembourg0.12%
- 🇫🇷 France0.1%
- 🇨🇭 Switzerland0.09%
Dividends
Dividend Yield
0.1%
27 out of 85 instruments pay dividend.
6 dividend payments in the next 30 days.
Highest Dividend: $PFE (7.36%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
---|---|---|---|
![]() FRT | 0.02% | 4.93% | $4.36 |
![]() URA | 0.01% | 3.09% | - |
![]() PFE | 0.01% | 7.36% | $1.66 |
![]() CSX | 0.01% | 1.8% | $0.46 |
![]() MRK | 0.01% | 3.88% | $3.04 |
![]() BMY | 0.01% | 4.41% | $2.34 |
![]() JNJ | 0% | 3.24% | $4.81 |
![]() MDT.US | 0% | 3.38% | $2.77 |
![]() SAN.PA | 0% | 4.09% | $3.76 |
![]() ROG.ZU | 0% | 3.72% | $9.6 |
![]() BABA | 0% | 0.84% | $0.98 |
![]() AZN.L | 0% | 2.27% | $2.28 |
![]() TSM | 0% | 1.4% | $1.74 |
![]() AVGO | 0% | 1.53% | $19.7 |
![]() ABT | 0% | 1.83% | $2.16 |
![]() BDX | 0% | 1.92% | $3.76 |
![]() MSFT | 0% | 0.9% | $3 |
![]() ACN | 0% | 2.01% | $4.99 |
![]() NVO | 0% | 1.89% | $0.98 |
![]() LLY | 0% | 0.73% | $4.86 |
![]() MU | 0% | 0.71% | $0.46 |
![]() NVDA | 0% | 0.04% | $0.02 |
![]() GOOGL | 0% | 0.55% | $0.2 |
![]() RHM.DE | 0% | 0.63% | $5.7 |
![]() GE | 0% | 0.89% | $0.44 |
![]() META | 0% | 0.4% | $1 |
![]() CRM | 0% | 0.67% | $0.4 |
Next Dividends
Instrument | Type | Date | Pay Per Share |
---|---|---|---|
![]() MRK | Pay Day | Apr 7 | $0.81 |
![]() ACN | Ex-Dividend | Apr 10 | $1.48 |
![]() CRM | Ex-Dividend | Apr 10 | $0.42 |
![]() MU | Pay Day | Apr 15 | $0.12 |
![]() ABT | Ex-Dividend | Apr 15 | $0.59 |
![]() FRT | Pay Day | Apr 15 | $1.10 |
![]() CRM | Pay Day | Apr 24 | $0.42 |
![]() GE | Pay Day | Apr 25 | $0.36 |
![]() BMY | Pay Day | May 1 | $0.62 |
![]() SAN.PA | Ex-Dividend | May 12 | $4.26 |
![]() SAN.PA | Pay Day | May 14 | $4.26 |
![]() MSFT | Ex-Dividend | May 15 | $0.83 |
![]() ACN | Pay Day | May 15 | $1.48 |
![]() ABT | Pay Day | May 15 | $0.59 |
![]() MSFT | Pay Day | Jun 12 | $0.83 |
![]() TSM | Ex-Dividend | Jun 12 | $0.68 |
![]() TSM | Pay Day | Jul 10 | $0.68 |
Performance Metrics
Score 5.1/10
Beta
0.53
0.53
0
0.8
1.2
0
2
Sharpe Ratio
0.4
0.4
0
0.5
1
1.5
1.5
Sortino Ratio
0.7
0.7
0
1
2
3
3
Jensen's Alpha
1.14
1.14
-2
0
2
4.5
4.5
Omega Ratio
0.84
0.84
0
1
1.5
2.5
2.5
Treynor Ratio
0.96
0.96
0
0.75
1.25
2
2
Information Ratio
-0.23
-0.23
-1
0.3
0.6
1
1
Calmar Ratio
0.36
0.36
0
0.3
0.6
1
1
Beta
0.53
0.53
0
0.8
1.2
0
2
Sharpe Ratio
0.4
0.4
0
0.5
1
1.5
1.5
Sortino Ratio
0.7
0.7
0
1
2
3
3
Jensen's Alpha
1.14
1.14
-2
0
2
4.5
4.5
Omega Ratio
0.84
0.84
0
1
1.5
2.5
2.5
Treynor Ratio
0.96
0.96
0
0.75
1.25
2
2
Information Ratio
-0.23
-0.23
-1
0.3
0.6
1
1
Calmar Ratio
0.36
0.36
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
30.06
High:
BILL
421.99
Low:
CRWD
-3,833.49
Details
PEG Ratio
58.92
High:
DXCM
990.03
Low:
ZS
-1,891.65
Details
Price/Book
13.47
High:
LLY
49.29
Low:
ASND
-78
Details
Price/Sales
10.43
High:
PLTR
65.3
Low:
SMCI
0.91
Details
Price/CF
36.55
High:
PLTR
165.72
Low:
BMY
7.58
Details
Price/FCF
54.52
High:
MU
1,171.75
Low:
ALKS
11.81
Details
Drawdowns
- Shonof
- S&P 500
- + Add Benchmark
Worst Drawdowns
Depth | Start | End | Total months |
---|---|---|---|
-22.33% | Feb 2025 | - | 3 |
-16.13% | Nov 2021 | Feb 2024 | 27 |
-14.1% | Apr 2024 | Nov 2024 | 7 |
-9.26% | Feb 2020 | Apr 2020 | 2 |
-7.84% | Feb 2018 | Apr 2019 | 14 |
-5.64% | Dec 2024 | Jan 2025 | 1 |
-5.05% | Jan 2016 | May 2017 | 16 |
-2.89% | Jul 2021 | Oct 2021 | 3 |
-1.98% | Jul 2019 | Oct 2019 | 3 |
-1.91% | May 2019 | Jun 2019 | 1 |
-1.72% | Sep 2020 | Nov 2020 | 2 |
-1.33% | Aug 2015 | Sep 2015 | 1 |
-0.29% | May 2021 | Jun 2021 | 1 |