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+3.92%
This Month
+16.68%
Year To Date
+81.01%
2 Years
+129.85%
5 Years
+262.38%
10 Years
+12.44%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading48.95%
- 💵 Cash17.47%
- 🖥️ Technology Services14.22%
- 🪙 Cryptocurrencies1.14%
- 💼 Commercial Services0.26%
- 🪨 Non Energy Minerals0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq31.42%
- 🌍 Digital Currency10.24%
- 🇺🇸 NYSE8.28%
- 🇪🇸 Bolsa De Madrid0.99%
- 🇬🇧 LSE0.56%
- 🇳🇱 Euronext Amsterdam0.39%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States34.32%
- 🇬🇧 United Kingdom1.56%
- 🇦🇺 Australia1.45%
- 🇪🇸 Spain0.99%
- 🇨🇦 Canada0.63%
- 🇮🇪 Ireland0.59%
- 🇸🇬 Singapore0.59%
- 🇹🇼 Taiwan0.57%
- 🇳🇱 Netherlands0.39%
Dividends
Dividend Yield
0.24%
2 out of 8 instruments pay dividend.
9 dividend payments in the next 30 days.
Highest Dividend: BitcoinWorldWide (0.65%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 BitcoinWorldWide | 0.24% | 0.65% | - |
 SCCO | 0% | -2.67% | $-3.76 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 TSM (BitcoinWorldWide) | Ex-Dividend | Sep 16, 2025 | $0.82 |
 WKL.NV (BitcoinWorldWide) | Pay Day | Sep 18, 2025 | $1.08 |
 LYG (BitcoinWorldWide) | Pay Day | Sep 19, 2025 | $0.07 |
 BLK (BitcoinWorldWide) | Pay Day | Sep 23, 2025 | $5.21 |
 FIS (BitcoinWorldWide) | Pay Day | Sep 24, 2025 | $0.40 |
 CME (BitcoinWorldWide) | Pay Day | Sep 25, 2025 | $1.25 |
 GS (BitcoinWorldWide) | Pay Day | Sep 29, 2025 | $4.00 |
 WTW (BitcoinWorldWide) | Ex-Dividend | Sep 30, 2025 | $0.92 |
 NTRS (BitcoinWorldWide) | Pay Day | Oct 1, 2025 | $0.80 |
 NVDA (BitcoinWorldWide) | Pay Day | Oct 2, 2025 | $0.01 |
TSM (BitcoinWorldWide) | Pay Day | Oct 9, 2025 | $0.82 |
WTW (BitcoinWorldWide) | Pay Day | Oct 15, 2025 | $0.92 |
Performance Metrics
Score 6.7/10
Beta
0.55
0.55
0
0.8
1.2
0
2
Sharpe Ratio
0.68
0.68
0
0.5
1
1.5
1.5
Sortino Ratio
1.29
1.29
0
1
2
3
3
Jensen's Alpha
5.93
5.93
-2
0
2
6
6
Omega Ratio
1.03
1.03
0
1
1.5
2.5
2.5
Treynor Ratio
1.84
1.84
0
0.75
1.25
2
2
Information Ratio
0.03
0.03
0
0.3
0.6
1
1
Calmar Ratio
0.79
0.79
0
0.3
0.6
1
1
Beta
0.55
0.55
0
0.8
1.2
0
2
Sharpe Ratio
0.68
0.68
0
0.5
1
1.5
1.5
Sortino Ratio
1.29
1.29
0
1
2
3
3
Jensen's Alpha
5.93
5.93
-2
0
2
6
6
Omega Ratio
1.03
1.03
0
1
1.5
2.5
2.5
Treynor Ratio
1.84
1.84
0
0.75
1.25
2
2
Information Ratio
0.03
0.03
0
0.3
0.6
1
1
Calmar Ratio
0.79
0.79
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
29.22
High:
MSTR
29.18MSTRLow:
RHLD
-3.02RHLDDetails
PEG Ratio
2.35
High:
SCCO
76.33SCCOLow:MSTR
2.35MSTRDetails
Price/Book
1.96
High:RHLD
61.16RHLDLow:MSTR
1.96MSTRDetails
Price/Sales
219.73
High:MSTR
219.92MSTRLow:RHLD
-RHLDDetails
Price/CF
7,421.04
High:MSTR
7,511.07MSTRLow:SCCO
18.17SCCODetails
Price/FCF
1,186.86
High:MSTR
1,187.5MSTRLow:SCCO
61.28SCCODetails
P/E Ratio
29.22
High:MSTR
29.18MSTRLow:RHLD
-3.02RHLDDetails
PEG Ratio
2.35
High:SCCO
76.33SCCOLow:MSTR
2.35MSTRDetails
Price/Book
1.96
High:RHLD
61.16RHLDLow:MSTR
1.96MSTRDetails
Price/Sales
219.73
High:MSTR
219.92MSTRLow:RHLD
-RHLDDetails
Price/CF
7,421.04
High:MSTR
7,511.07MSTRLow:SCCO
18.17SCCODetails
Price/FCF
1,186.86
High:MSTR
1,187.5MSTRLow:SCCO
61.28SCCODetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-17.1% | Dec 2024 | Jul 2025 | 7 |
-15.23% | Jul 2021 | Jul 2023 | 24 |
-11.72% | Apr 2024 | Nov 2024 | 7 |
-10.37% | Jan 2015 | Jun 2016 | 17 |
-10.03% | Jul 2016 | May 2017 | 10 |
-9.11% | Sep 2017 | Nov 2017 | 2 |
-8.96% | Mar 2018 | Jun 2019 | 15 |
-8.09% | Feb 2020 | May 2020 | 3 |
-7.62% | Aug 2023 | Nov 2023 | 3 |
-3.61% | Sep 2020 | Nov 2020 | 2 |
-3.59% | Jul 2019 | Dec 2019 | 5 |
-1.2% | Jan 2024 | Feb 2024 | 1 |
-0.48% | Aug 2025 | Sep 2025 | 1 |
-0.39% | May 2021 | Jun 2021 | 1 |