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-0.1%
Today
+8%
This Month
-6.06%
Year To Date
+41.6%
2 Years
+40.11%
5 Years
+7.49%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services19.62%
- 🪙 Cryptocurrencies17.77%
- 🛍️ Retail Trade9.31%
- 💻 Electronic Technology4.69%
- 💰 Finance2.52%
- 💇♀️ Consumer Services0.99%
- 🚚 Transportation0.46%
- 💼 Commercial Services0.32%
- 🍞 Consumer Non Durables0.19%
- 💵 Cash0.08%
- ❓ Other0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq27.92%
- 🌍 Digital Currency17.77%
- 🇺🇸 NYSE9.67%
- 🇫🇷 Euronext Paris0.33%
- 🇭🇰 Hong Kong Exchanges0.19%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States34.25%
- 🇺🇾 Uruguay2.43%
- 🇨🇳 China0.86%
- 🇫🇷 France0.2%
- 🇮🇪 Ireland0.2%
- 🇳🇱 Netherlands0.13%
- 🇱🇺 Luxembourg0.04%
- 🇨🇦 Canada0%
Dividends
Dividend Yield
0.17%
19 out of 41 instruments pay dividend.
4 dividend payments in the next 30 days.
Highest Dividend: $C (2.98%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 MSFT | 0.04% | 0.71% | $3 |
 GOOG | 0.03% | 0.47% | $0.2 |
 JPM | 0.01% | 2.01% | $4.4 |
 C | 0.01% | 2.98% | $2.12 |
 AAPL | 0.01% | 0.51% | $0.97 |
 INTC | 0.01% | 2.48% | $0.5 |
 BABA | 0.01% | 0.88% | $0.98 |
 LUV | 0.01% | 2.15% | $0.72 |
 NKE | 0% | 2.56% | $1.45 |
 QCOM | 0% | 2.33% | $3.25 |
 BKNG | 0% | 0.67% | $17.5 |
 V | 0% | 0.63% | $2.01 |
 MA | 0% | 0.49% | $2.46 |
 DIS | 0% | 0.9% | $0.75 |
 RYAAY | 0% | 1.5% | $0.93 |
 CRM | 0% | 0.62% | $0.4 |
 MU | 0% | 0.47% | $0.46 |
 AIR.PA | 0% | 1.23% | $1.8 |
 0700.HK | 0% | 0.88% | $3.4 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
NKE | Ex-Dividend | Jun 2, 2025 | $0.40 |
V | Pay Day | Jun 2, 2025 | $0.59 |
QCOM | Ex-Dividend | Jun 5, 2025 | $0.89 |
BKNG | Ex-Dividend | Jun 6, 2025 | $9.60 |
GOOG | Ex-Dividend | Jun 9, 2025 | $0.21 |
MSFT | Pay Day | Jun 12, 2025 | $0.83 |
BABA | Ex-Dividend | Jun 12, 2025 | $0.95 |
GOOG | Pay Day | Jun 16, 2025 | $0.21 |
LUV | Ex-Dividend | Jun 18, 2025 | $0.18 |
DIS | Ex-Dividend | Jun 24, 2025 | $0.50 |
QCOM | Pay Day | Jun 26, 2025 | $0.89 |
BKNG | Pay Day | Jun 30, 2025 | $9.60 |
NKE | Pay Day | Jul 1, 2025 | $0.40 |
JPM | Ex-Dividend | Jul 3, 2025 | $1.40 |
LUV | Pay Day | Jul 9, 2025 | $0.18 |
BABA | Pay Day | Jul 10, 2025 | $0.95 |
DIS | Pay Day | Jul 23, 2025 | $0.50 |
JPM | Pay Day | Jul 31, 2025 | $1.40 |
Performance Metrics
Score 3/10
Beta
1.33
1.33
0
0.8
1.2
0
2
Sharpe Ratio
0.23
0.23
0
0.5
1
1.5
1.5
Sortino Ratio
0.38
0.38
0
1
2
3
3
Jensen's Alpha
-7.63
-7.63
-8
0
2
4.5
4.5
Omega Ratio
0.82
0.82
0
1
1.5
2.5
2.5
Treynor Ratio
0.4
0.4
0
0.75
1.25
2
2
Information Ratio
-0.24
-0.24
-1
0.3
0.6
1
1
Calmar Ratio
0.12
0.12
0
0.3
0.6
1
1
Beta
1.33
1.33
0
0.8
1.2
0
2
Sharpe Ratio
0.23
0.23
0
0.5
1
1.5
1.5
Sortino Ratio
0.38
0.38
0
1
2
3
3
Jensen's Alpha
-7.63
-7.63
-8
0
2
4.5
4.5
Omega Ratio
0.82
0.82
0
1
1.5
2.5
2.5
Treynor Ratio
0.4
0.4
0
0.75
1.25
2
2
Information Ratio
-0.24
-0.24
-1
0.3
0.6
1
1
Calmar Ratio
0.12
0.12
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
28.33
High:
CPNG
204.63CPNGLow:
NET
-681.73NETDetails
PEG Ratio
-65.9
High:
MA
305.51MALow:NET
-1,213.16NETDetails
Price/Book
8.29
High:MA
78.56MALow:
BKNG
-29.29BKNGDetails
Price/Sales
6.06
High:NET
31.64NETLow:
AMC
0.33AMCDetails
Price/CF
19.03
High:
MDB
153.95MDBLow:
UBI.PA
2.04UBI.PADetails
Price/FCF
46.97
High:
MU
1,171.75MULow:UBI.PA
2.14UBI.PADetails
P/E Ratio
28.33
High:CPNG
204.63CPNGLow:NET
-681.73NETDetails
PEG Ratio
-65.9
High:MA
305.51MALow:NET
-1,213.16NETDetails
Price/Book
8.29
High:MA
78.56MALow:BKNG
-29.29BKNGDetails
Price/Sales
6.06
High:NET
31.64NETLow:AMC
0.33AMCDetails
Price/CF
19.03
High:MDB
153.95MDBLow:UBI.PA
2.04UBI.PADetails
Price/FCF
46.97
High:MU
1,171.75MULow:UBI.PA
2.14UBI.PADetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-44.65% | Sep 2021 | Nov 2024 | 38 |
-22.86% | Feb 2025 | - | 4 |
-10.3% | Sep 2020 | Nov 2020 | 2 |
-5.38% | Dec 2024 | Jan 2025 | 1 |
-2.08% | May 2021 | Jun 2021 | 1 |
-1.78% | Jul 2021 | Aug 2021 | 1 |