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+2%
Today
+2.3%
This Month
+6.73%
Year To Date
+96.7%
2 Years
+132.37%
5 Years
+35.88%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies95.27%
- 💵 Cash2.97%
- 💻 Electronic Technology0.9%
- 🌾 Commodities0.3%
- 🖥️ Technology Services0.21%
- 🛍️ Retail Trade0.2%
- ⛏️ Energy Minerals0.17%
- 🪨 Non Energy Minerals0.17%
- 🚚 Transportation0.15%
- 💰 Finance0.09%
- 🚗 Consumer Durables0.09%
- 🍞 Consumer Non Durables0.09%
- 🛠️ Producer Manufacturing0.04%
- 💇♀️ Consumer Services0.01%
- 🧬 Health Technology0%
- ⚡ Utilities0%
- 🧪 Process Industries0%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency95.27%
- 🇺🇸 Nasdaq1.22%
- 🇺🇸 NYSE0.76%
- 🌍 Commodity0.3%
- 🇩🇪 FRA0.15%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States1.64%
- 🇨🇳 China0.3%
- 🇩🇪 Germany0.15%
- 🇹🇼 Taiwan0.03%
- 🇬🇧 United Kingdom0%
- 🇮🇱 Israel0%
Dividends
Dividend Yield
0.02%
28 out of 47 instruments pay dividend.
11 dividend payments in the next 30 days.
Highest Dividend: $CVX (4.76%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 CVX | 0.01% | 4.76% | $6.28 |
 LHA.DE | 0.01% | 4.19% | $0.3 |
 AA | 0% | 1.43% | $0.4 |
 NKE | 0% | 2.5% | $1.45 |
 MS | 0% | 2.81% | $3.4 |
 TGT | 0% | 4.6% | $4.42 |
 TSM | 0% | 1.1% | $1.74 |
 C | 0% | 2.86% | $2.12 |
 LEN | 0% | 1.84% | $1.75 |
 JPM | 0% | 1.99% | $4.4 |
 CAT | 0% | 1.6% | $5.31 |
 WFC | 0% | 2.1% | $1.4 |
 BX | 0% | 2.88% | $3.36 |
 APO | 0% | 1.42% | $1.75 |
 AMAT | 0% | 1% | $1.44 |
 NVDA | 0% | 0.03% | $0.02 |
 EL | 0% | 2.5% | $2.64 |
 QCOM | 0% | 2.31% | $3.25 |
 LEVI | 0% | 2.98% | $0.48 |
 WSM | 0% | 1.5% | $3.83 |
 BLK | 0% | 2.08% | $20.2 |
 GOOGL | 0% | 0.47% | $0.2 |
 META | 0% | 0.29% | $1 |
 GM | 0% | 1.07% | $0.42 |
 MU | 0% | 0.42% | $0.46 |
 MLR | 0% | 1.72% | $0.74 |
 GOOG | 0% | 0.46% | $0.2 |
 MRVL | 0% | 0.35% | $0.24 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
GOOG | Ex-Dividend | Jun 9, 2025 | $0.21 |
GOOGL | Ex-Dividend | Jun 9, 2025 | $0.21 |
CVX | Pay Day | Jun 10, 2025 | $1.71 |
NVDA | Ex-Dividend | Jun 11, 2025 | $0.01 |
AMAT | Pay Day | Jun 12, 2025 | $0.46 |
TSM | Ex-Dividend | Jun 12, 2025 | $0.68 |
GOOG | Pay Day | Jun 16, 2025 | $0.21 |
META | Ex-Dividend | Jun 16, 2025 | $0.52 |
EL | Pay Day | Jun 16, 2025 | $0.35 |
GOOGL | Pay Day | Jun 16, 2025 | $0.21 |
GM | Pay Day | Jun 19, 2025 | $0.15 |
BLK | Pay Day | Jun 23, 2025 | $5.21 |
META | Pay Day | Jun 26, 2025 | $0.52 |
QCOM | Pay Day | Jun 26, 2025 | $0.89 |
NKE | Pay Day | Jul 1, 2025 | $0.40 |
JPM | Ex-Dividend | Jul 3, 2025 | $1.40 |
NVDA | Pay Day | Jul 3, 2025 | $0.01 |
TSM | Pay Day | Jul 10, 2025 | $0.68 |
JPM | Pay Day | Jul 31, 2025 | $1.40 |
Performance Metrics
Score 6.7/10
Beta
1.52
1.52
0
0.8
1.2
0
2
Sharpe Ratio
0.69
0.69
0
0.5
1
1.5
1.5
Sortino Ratio
1.27
1.27
0
1
2
3
3
Jensen's Alpha
21.28
21.28
-2
0
2
22
22
Omega Ratio
1.55
1.55
0
1
1.5
2.5
2.5
Treynor Ratio
2.07
2.07
0
0.75
1.25
3
3
Information Ratio
0.51
0.51
0
0.3
0.6
1
1
Calmar Ratio
0.8
0.8
0
0.3
0.6
1
1
Beta
1.52
1.52
0
0.8
1.2
0
2
Sharpe Ratio
0.69
0.69
0
0.5
1
1.5
1.5
Sortino Ratio
1.27
1.27
0
1
2
3
3
Jensen's Alpha
21.28
21.28
-2
0
2
22
22
Omega Ratio
1.55
1.55
0
1
1.5
2.5
2.5
Treynor Ratio
2.07
2.07
0
0.75
1.25
3
3
Information Ratio
0.51
0.51
0
0.3
0.6
1
1
Calmar Ratio
0.8
0.8
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
40.64
High:
AXON
191.67AXONLow:
MRVL
-119.12MRVLDetails
PEG Ratio
150.92
High:AXON
789AXONLow:MRVL
-238.26MRVLDetails
Price/Book
18.65
High:
NVDA
41.22NVDALow:
NIO
-139.72NIODetails
Price/Sales
12.52
High:
MSTR
209.11MSTRLow:
TUPBQ
0TUPBQDetails
Price/CF
30.15
High:MSTR
7,511.07MSTRLow:
LHA.DE
1.9LHA.DEDetails
Price/FCF
39.15
High:MSTR
1,187.5MSTRLow:TUPBQ
4.08TUPBQDetails
P/E Ratio
40.64
High:AXON
191.67AXONLow:MRVL
-119.12MRVLDetails
PEG Ratio
150.92
High:AXON
789AXONLow:MRVL
-238.26MRVLDetails
Price/Book
18.65
High:NVDA
41.22NVDALow:NIO
-139.72NIODetails
Price/Sales
12.52
High:MSTR
209.11MSTRLow:TUPBQ
0TUPBQDetails
Price/CF
30.15
High:MSTR
7,511.07MSTRLow:LHA.DE
1.9LHA.DEDetails
Price/FCF
39.15
High:MSTR
1,187.5MSTRLow:TUPBQ
4.08TUPBQDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-40.53% | Sep 2023 | Nov 2024 | 14 |
-20.02% | Feb 2025 | - | 5 |
-11.24% | Aug 2022 | Nov 2022 | 3 |
-10.79% | Apr 2023 | Jun 2023 | 2 |
-9.15% | Feb 2023 | Mar 2023 | 1 |
-8.85% | Dec 2022 | Jan 2023 | 1 |
-3.06% | Dec 2024 | Jan 2025 | 1 |