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+3.06%
This Month
+0.19%
Year To Date
+44.71%
2 Years
+26.96%
5 Years
+98.9%
10 Years
+12.51%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies31.59%
- 💻 Electronic Technology21.63%
- 🖥️ Technology Services10.5%
- 🛍️ Retail Trade8.77%
- 💰 Finance6.15%
- 🍞 Consumer Non Durables3.95%
- 🧪 Process Industries3.29%
- 🧬 Health Technology3.24%
- 🏥 Health Services2.77%
- 🪨 Non Energy Minerals2.3%
- 🚗 Consumer Durables2.19%
- 📊 ETFs1.84%
- 💼 Commercial Services1.02%
- 🛠️ Producer Manufacturing0.62%
- 💵 Cash0.24%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq32.44%
- 🌍 Digital Currency31.59%
- 🇺🇸 NYSE25.98%
- 🇬🇧 LSE9.83%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States38.97%
- 🇰🇷 South Korea9.83%
- 🇨🇳 China6.99%
- 🇸🇬 Singapore2.49%
- 🇨🇦 Canada2.16%
- 🇺🇾 Uruguay2.11%
- 🇧🇷 Brazil1.92%
- 🇬🇧 United Kingdom1.33%
- 🇮🇱 Israel0.62%
Dividends
Dividend Yield
0.88%
16 out of 29 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $MPT (7.28%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 O | 0.17% | 4.98% | $3.09 |
 BMY | 0.13% | 4.15% | $2.34 |
 VALE | 0.12% | 6.12% | $1.33 |
 PEP | 0.11% | 4.24% | $5.15 |
 BTI | 0.07% | 5.33% | $2.92 |
 UNH | 0.06% | 2.08% | $7.74 |
 NTR | 0.06% | 3.19% | $2.14 |
 BABA | 0.03% | 0.89% | $0.98 |
 SMSN.L | 0.03% | 0.34% | $23.68 |
 MSFT | 0.03% | 0.94% | $3 |
 GOOG | 0.02% | 0.26% | $0.2 |
 ALB | 0.02% | 1.38% | $1.6 |
 JD.US | 0.01% | 3.28% | $0.74 |
 ADM | 0.01% | 2.39% | $1.9 |
 MPT | 0.01% | 7.28% | $0.6 |
 CCJ | 0% | 0.19% | $0.09 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
BTI | Pay Day | Aug 19, 2026 | $0.83 |
Performance Metrics
Score 3.6/10
Beta
1.41
1.41
0
0.8
1.2
0
2
Sharpe Ratio
0.41
0.41
0
0.5
1
1.5
1.5
Sortino Ratio
0.73
0.73
0
1
2
3
3
Jensen's Alpha
-6.09
-6.09
-7
0
2
4.5
4.5
Omega Ratio
1
1
0
1
1.5
2.5
2.5
Treynor Ratio
0.95
0.95
0
0.75
1.25
2
2
Information Ratio
0.01
0.01
0
0.3
0.6
1
1
Calmar Ratio
0.18
0.18
0
0.3
0.6
1
1
Beta
1.41
1.41
0
0.8
1.2
0
2
Sharpe Ratio
0.41
0.41
0
0.5
1
1.5
1.5
Sortino Ratio
0.73
0.73
0
1
2
3
3
Jensen's Alpha
-6.09
-6.09
-7
0
2
4.5
4.5
Omega Ratio
1
1
0
1
1.5
2.5
2.5
Treynor Ratio
0.95
0.95
0
0.75
1.25
2
2
Information Ratio
0.01
0.01
0
0.3
0.6
1
1
Calmar Ratio
0.18
0.18
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
29.14
High:
AMD
183.1AMDLow:ALB
-34.75ALBDetails
PEG Ratio
105.53
High:O
494.14OLow:
EH
-89.45EHDetails
Price/Book
6.48
High:
NIO
17.08NIOLow:MPT
0.59MPTDetails
Price/Sales
6.85
High:
MSTR
64.43MSTRLow:JD.US
0.22JD.USDetails
Price/CF
17.05
High:MSTR
7,511.07MSTRLow:ADM
5.92ADMDetails
Price/FCF
43.15
High:BABA
1,196.17BABALow:JD.US
9.2JD.USDetails
P/E Ratio
29.14
High:AMD
183.1AMDLow:ALB
-34.75ALBDetails
PEG Ratio
105.53
High:O
494.14OLow:EH
-89.45EHDetails
Price/Book
6.48
High:NIO
17.08NIOLow:MPT
0.59MPTDetails
Price/Sales
6.85
High:MSTR
64.43MSTRLow:JD.US
0.22JD.USDetails
Price/CF
17.05
High:MSTR
7,511.07MSTRLow:ADM
5.92ADMDetails
Price/FCF
43.15
High:BABA
1,196.17BABALow:JD.US
9.2JD.USDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-68.17% | Nov 2021 | Jan 2025 | 38 |
-22.33% | Nov 2025 | - | 9 |
-15.76% | Jun 2020 | Nov 2020 | 5 |
-12.6% | May 2021 | Oct 2021 | 5 |
-11.9% | Feb 2025 | Jun 2025 | 4 |
-3.44% | Feb 2021 | Apr 2021 | 2 |