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+2%
Today
+1.05%
This Month
+5.8%
Year To Date
+48.63%
2 Years
+46.53%
5 Years
-10.32%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs28.32%
- 🪙 Cryptocurrencies26.82%
- 💵 Cash10.04%
- 🖥️ Technology Services7.87%
- 💻 Electronic Technology6.4%
- 💰 Finance4.77%
- 🪨 Non Energy Minerals3.3%
- 🍞 Consumer Non Durables3.05%
- ⚡ Utilities2.65%
- 🏥 Health Services2.39%
- 🚗 Consumer Durables1.25%
- 📡 Communications1.07%
- 🛍️ Retail Trade0.75%
- 💼 Commercial Services0.61%
- 🧬 Health Technology0.51%
- 🚚 Transportation0.41%
- 💇♀️ Consumer Services0.31%
- 🛠️ Producer Manufacturing0.24%
- 🏭 Industrial Services0.18%
- 🧪 Process Industries0.1%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE36.26%
- 🌍 Digital Currency26.82%
- 🇺🇸 Nasdaq26.45%
- 🇺🇸 Chicago Board Options Exchange0.53%
- 🇩🇪 Xetra ETFs0.4%
- 🇩🇰 Copenhagen Stock Exchange0.35%
- 🇨🇭 SIX0.09%
- 🇳🇴 Oslo Stock Exchange0.07%
- 🇭🇰 Hong Kong Exchanges0.02%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States26.77%
- 🇳🇱 Netherlands3.92%
- 🇬🇧 United Kingdom3.04%
- 🇯🇵 Japan0.6%
- 🇩🇰 Denmark0.35%
- 🇮🇱 Israel0.33%
- 🇨🇳 China0.29%
- 🇨🇦 Canada0.27%
- 🇨🇭 Switzerland0.09%
- 🇧🇷 Brazil0.09%
- 🇳🇴 Norway0.07%
- 🇸🇪 Sweden0.02%
- 🇭🇰 Hong Kong0.02%
Dividends
Dividend Yield
1.25%
51 out of 130 instruments pay dividend.
14 dividend payments in the next 30 days.
Highest Dividend: $XIFR (41.51%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 SCHD | 0.25% | 4.03% | - |
 RIO | 0.2% | 6.74% | $4.34 |
 VOO | 0.12% | 1.37% | - |
 NEE | 0.07% | 3.03% | $1.97 |
 UNH | 0.07% | 2.88% | $7.74 |
 KO | 0.07% | 2.81% | $1.89 |
 VZ | 0.05% | 6.23% | $2.66 |
 QQQ | 0.04% | 0.63% | - |
 MAERSKB.CO | 0.03% | 9.09% | $515 |
 IVV | 0.03% | 1.39% | - |
 ASML | 0.03% | 0.79% | $5.57 |
 O | 0.03% | 5.67% | $3.09 |
 PEP | 0.02% | 4.19% | $5.15 |
 VNQ | 0.02% | 4.06% | - |
 BND | 0.02% | 3.68% | - |
 AMZA | 0.02% | 6.57% | - |
 TM | 0.02% | 3.13% | $4.64 |
 XIFR | 0.02% | 41.51% | $3.49 |
 ET | 0.01% | 7.33% | $1.25 |
 VCSH | 0.01% | 4.05% | - |
 GOOG | 0.01% | 0.48% | $0.2 |
 VEU | 0.01% | 2.94% | - |
 CWEN | 0.01% | 5.65% | $1.6 |
 GOVT | 0.01% | 3.29% | - |
 SPY | 0.01% | 1.29% | - |
 VALE | 0.01% | 7.86% | $1.33 |
 IJR | 0.01% | 2.36% | - |
 VICI | 0.01% | 5.45% | $1.66 |
 SBUX | 0.01% | 2.76% | $2.24 |
 MSFT | 0% | 0.69% | $3 |
 B | 0% | 1.93% | $0.4 |
 ADEN.ZU | 0% | 4.53% | $2.5 |
 AAPL | 0% | 0.5% | $0.97 |
 AVGO | 0% | 0.86% | $19.7 |
 EQIX | 0% | 1.97% | $16.19 |
 URA | 0% | 3.05% | - |
 INDA | 0% | 0.74% | - |
 CIBR | 0% | 0.24% | - |
 STLA.US | 0% | 7.27% | $1.71 |
 V | 0% | 0.62% | $2.01 |
 TAN | 0% | 0.58% | - |
 MA | 0% | 0.49% | $2.46 |
 BKNG | 0% | 0.66% | $17.5 |
 SOXX | 0% | 0.81% | - |
 INTC | 0% | 2.5% | $0.5 |
 META | 0% | 0.3% | $1 |
 DIA.US | 0% | 1.65% | - |
 3800.HK | 0% | 0.9% | - |
 XBI | 0% | 0.17% | - |
 NVDA | 0% | 0.03% | $0.02 |
 MU | 0% | 0.43% | $0.46 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
GOOG | Ex-Dividend | Jun 9, 2025 | $0.21 |
NVDA | Ex-Dividend | Jun 11, 2025 | $0.01 |
MSFT | Pay Day | Jun 12, 2025 | $0.83 |
KO | Ex-Dividend | Jun 13, 2025 | $0.51 |
O | Pay Day | Jun 13, 2025 | $0.27 |
GOOG | Pay Day | Jun 16, 2025 | $0.21 |
META | Ex-Dividend | Jun 16, 2025 | $0.52 |
UNH | Ex-Dividend | Jun 16, 2025 | $2.21 |
NEE | Pay Day | Jun 16, 2025 | $0.57 |
B | Pay Day | Jun 16, 2025 | $0.10 |
CWEN | Pay Day | Jun 16, 2025 | $0.44 |
EQIX | Pay Day | Jun 18, 2025 | $4.69 |
VICI | Ex-Dividend | Jun 18, 2025 | $0.43 |
AVGO | Ex-Dividend | Jun 20, 2025 | $0.59 |
UNH | Pay Day | Jun 24, 2025 | $2.21 |
META | Pay Day | Jun 26, 2025 | $0.52 |
PEP | Pay Day | Jun 30, 2025 | $1.42 |
BKNG | Pay Day | Jun 30, 2025 | $9.60 |
AVGO | Pay Day | Jun 30, 2025 | $0.59 |
KO | Pay Day | Jul 1, 2025 | $0.51 |
NVDA | Pay Day | Jul 3, 2025 | $0.01 |
VICI | Pay Day | Jul 10, 2025 | $0.43 |
INDA | Pay Day | Dec 20, 2025 | $0.40 |
TAN | Pay Day | Dec 27, 2025 | $0.00 |
Performance Metrics
Score 2.4/10
Beta
1.18
1.18
0
0.8
1.2
0
2
Sharpe Ratio
-0.03
-0.03
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.04
-0.04
-1
1
2
3
3
Jensen's Alpha
-12.77
-12.77
-13
0
2
4.5
4.5
Omega Ratio
0.75
0.75
0
1
1.5
2.5
2.5
Treynor Ratio
-0.1
-0.1
-1
0.75
1.25
2
2
Information Ratio
-0.31
-0.31
-1
0.3
0.6
1
1
Calmar Ratio
-0.13
-0.13
-1
0.3
0.6
1
1
Beta
1.18
1.18
0
0.8
1.2
0
2
Sharpe Ratio
-0.03
-0.03
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.04
-0.04
-1
1
2
3
3
Jensen's Alpha
-12.77
-12.77
-13
0
2
4.5
4.5
Omega Ratio
0.75
0.75
0
1
1.5
2.5
2.5
Treynor Ratio
-0.1
-0.1
-1
0.75
1.25
2
2
Information Ratio
-0.31
-0.31
-1
0.3
0.6
1
1
Calmar Ratio
-0.13
-0.13
-1
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
23.2
High:
PLTR
523.62PLTRLow:
HUBS
-1,347.22HUBSDetails
PEG Ratio
1,025.59
High:
KO
10,128.43KOLow:HUBS
-1,619.16HUBSDetails
Price/Book
5.09
High:
MA
79.86MALow:
NIO
-139.34NIODetails
Price/Sales
4.33
High:
MSTR
205.94MSTRLow:
SPWRQ
-SPWRQDetails
Price/CF
20.43
High:MSTR
7,511.07MSTRLow:
IDEXQ
0.73IDEXQDetails
Price/FCF
45.36
High:
PEP
5,253.35PEPLow:IDEXQ
0.76IDEXQDetails
P/E Ratio
23.2
High:PLTR
523.62PLTRLow:HUBS
-1,347.22HUBSDetails
PEG Ratio
1,025.59
High:KO
10,128.43KOLow:HUBS
-1,619.16HUBSDetails
Price/Book
5.09
High:MA
79.86MALow:NIO
-139.34NIODetails
Price/Sales
4.33
High:MSTR
205.94MSTRLow:SPWRQ
-SPWRQDetails
Price/CF
20.43
High:MSTR
7,511.07MSTRLow:IDEXQ
0.73IDEXQDetails
Price/FCF
45.36
High:PEP
5,253.35PEPLow:IDEXQ
0.76IDEXQDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-73.75% | Aug 2018 | - | 83 |