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+0.11%
Today
+4.61%
This Month
+13.26%
Year To Date
+56.11%
2 Years
+42.62%
5 Years
-9.31%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies26.8%
- 📊 ETFs22.28%
- 💵 Cash17.2%
- 🖥️ Technology Services7.43%
- 💻 Electronic Technology7.34%
- 💰 Finance4.45%
- 🍞 Consumer Non Durables3.68%
- 🪨 Non Energy Minerals3.08%
- ⚡ Utilities2.58%
- 🏥 Health Services2.4%
- 🚗 Consumer Durables1.36%
- 🛍️ Retail Trade1.03%
- 📡 Communications1.02%
- 🧬 Health Technology0.43%
- 🚚 Transportation0.41%
- 🛠️ Producer Manufacturing0.34%
- 💇♀️ Consumer Services0.3%
- 🏭 Industrial Services0.16%
- 🧪 Process Industries0.14%
- 💼 Commercial Services0.1%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE30.73%
- 🌍 Digital Currency26.8%
- 🇺🇸 Nasdaq26.41%
- 🇺🇸 Chicago Board Options Exchange0.48%
- 🇩🇪 Xetra ETFs0.37%
- 🇩🇰 Copenhagen Stock Exchange0.34%
- 🇨🇭 SIX0.1%
- 🇳🇴 Oslo Stock Exchange0.08%
- 🇭🇰 Hong Kong Exchanges0.02%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States26.99%
- 🇳🇱 Netherlands4%
- 🇬🇧 United Kingdom2.85%
- 🇯🇵 Japan0.69%
- 🇮🇱 Israel0.4%
- 🇩🇰 Denmark0.34%
- 🇨🇳 China0.3%
- 🇨🇦 Canada0.27%
- 🇨🇭 Switzerland0.1%
- 🇧🇷 Brazil0.09%
- 🇳🇴 Norway0.08%
- 🇹🇼 Taiwan0.05%
- 🇰🇾 Cayman Islands0.05%
- 🇸🇪 Sweden0.03%
- 🇭🇰 Hong Kong0.02%
Dividends
Dividend Yield
1.14%
53 out of 134 instruments pay dividend.
4 dividend payments in the next 30 days.
Highest Dividend: $XIFR (39.31%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 SCHD | 0.24% | 3.97% | - |
 RIO | 0.18% | 6.44% | $4.34 |
 UNH | 0.07% | 3.02% | $7.74 |
 KO | 0.07% | 2.87% | $1.89 |
 NEE | 0.07% | 2.84% | $1.97 |
 VZ | 0.05% | 6.35% | $2.66 |
 PEP | 0.04% | 3.88% | $5.15 |
 VOO | 0.04% | 1.29% | - |
 QQQ | 0.04% | 0.58% | - |
 ASML | 0.03% | 0.84% | $5.57 |
 MAERSKB.CO | 0.03% | 8.63% | $515 |
 IVV | 0.03% | 1.31% | - |
 O | 0.03% | 5.65% | $3.09 |
 TM | 0.02% | 3.4% | $4.64 |
 VNQ | 0.02% | 4.07% | - |
 BND | 0.02% | 3.75% | - |
 AMZA | 0.02% | 6.57% | - |
 XIFR | 0.01% | 39.31% | $3.49 |
 ET | 0.01% | 7.51% | $1.25 |
 VCSH | 0.01% | 4.1% | - |
 GOOG | 0.01% | 0.42% | $0.2 |
 VEU | 0.01% | 2.82% | - |
 GOVT | 0.01% | 3.35% | - |
 CWEN | 0.01% | 5.23% | $1.6 |
 SPY | 0.01% | 1.21% | - |
 VALE | 0.01% | 7.41% | $1.33 |
 IJR | 0.01% | 2.24% | - |
 VICI | 0.01% | 5.27% | $1.66 |
 SBUX | 0% | 2.62% | $2.24 |
 MSFT | 0% | 0.65% | $3 |
 B | 0% | 1.81% | $0.4 |
 AVGO | 0% | 0.8% | $19.7 |
 ADEN.ZU | 0% | 3.91% | $2.5 |
 NAS.OL | 0% | 5.11% | - |
 AAPL | 0% | 0.48% | $0.97 |
 MA | 0% | 0.53% | $2.46 |
 EQIX | 0% | 2.27% | $16.19 |
 URA | 0% | 2.39% | - |
 INDA | 0% | 0.74% | - |
 CIBR | 0% | 0.23% | - |
 STLA.US | 0% | 7.59% | $1.71 |
 V | 0% | 0.65% | $2.01 |
 TAN | 0% | 0.51% | - |
 BKNG | 0% | 0.64% | $17.5 |
 META | 0% | 0.29% | $1 |
 SOXX | 0% | 0.72% | - |
 TSM | 0% | 0.96% | $1.74 |
 MU | 0% | 0.41% | $0.46 |
 INTC | 0% | 2.15% | $0.5 |
 3800.HK | 0% | 0.9% | - |
 DIA.US | 0% | 1.52% | - |
 XBI | 0% | 0.17% | - |
 NVDA | 0% | 0.02% | $0.02 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
ASML | Ex-Dividend | Jul 29, 2025 | $1.86 |
VZ | Pay Day | Aug 1, 2025 | $0.68 |
O | Ex-Dividend | Aug 1, 2025 | $0.27 |
ASML | Pay Day | Aug 6, 2025 | $1.86 |
MA | Pay Day | Aug 8, 2025 | $0.76 |
SBUX | Ex-Dividend | Aug 15, 2025 | $0.61 |
O | Pay Day | Aug 15, 2025 | $0.27 |
MSFT | Ex-Dividend | Aug 21, 2025 | $0.83 |
SBUX | Pay Day | Aug 29, 2025 | $0.61 |
MSFT | Pay Day | Sep 11, 2025 | $0.83 |
KO | Ex-Dividend | Sep 15, 2025 | $0.51 |
TSM | Ex-Dividend | Sep 16, 2025 | $0.82 |
KO | Pay Day | Oct 1, 2025 | $0.51 |
TSM | Pay Day | Oct 9, 2025 | $0.82 |
INDA | Pay Day | Dec 20, 2025 | $0.00 |
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
-0.02
-0.02
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.03
-0.03
-1
1
2
3
3
Jensen's Alpha
-12.91
-12.91
-13
0
2
4.5
4.5
Omega Ratio
0.75
0.75
0
1
1.5
2.5
2.5
Treynor Ratio
-0.07
-0.07
-1
0.75
1.25
2
2
Information Ratio
-0.31
-0.31
-1
0.3
0.6
1
1
Calmar Ratio
-0.12
-0.12
-1
0.3
0.6
1
1
Beta
1.18
1.18
0
0.8
1.2
0
2
Sharpe Ratio
-0.02
-0.02
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.03
-0.03
-1
1
2
3
3
Jensen's Alpha
-12.91
-12.91
-13
0
2
4.5
4.5
Omega Ratio
0.75
0.75
0
1
1.5
2.5
2.5
Treynor Ratio
-0.07
-0.07
-1
0.75
1.25
2
2
Information Ratio
-0.31
-0.31
-1
0.3
0.6
1
1
Calmar Ratio
-0.12
-0.12
-1
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
25.02
High:
PLTR
670.39PLTRLow:
HUBS
-1,212.63HUBSDetails
PEG Ratio
1,041.08
High:
KO
9,978.59KOLow:
NET
-1,478.08NETDetails
Price/Book
5.44
High:
MA
75.39MALow:
NIO
-168.98NIODetails
Price/Sales
4.62
High:
MSTR
236.34MSTRLow:
SPWRQ
-SPWRQDetails
Price/CF
20.82
High:MSTR
7,511.07MSTRLow:
IDEXQ
0.73IDEXQDetails
Price/FCF
47.2
High:
PEP
5,253.35PEPLow:IDEXQ
0.76IDEXQDetails
P/E Ratio
25.02
High:PLTR
670.39PLTRLow:HUBS
-1,212.63HUBSDetails
PEG Ratio
1,041.08
High:KO
9,978.59KOLow:NET
-1,478.08NETDetails
Price/Book
5.44
High:MA
75.39MALow:NIO
-168.98NIODetails
Price/Sales
4.62
High:MSTR
236.34MSTRLow:SPWRQ
-SPWRQDetails
Price/CF
20.82
High:MSTR
7,511.07MSTRLow:IDEXQ
0.73IDEXQDetails
Price/FCF
47.2
High:PEP
5,253.35PEPLow:IDEXQ
0.76IDEXQDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-73.75% | Aug 2018 | - | 84 |