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+5.9%
This Month
+12.4%
Year To Date
+54.99%
2 Years
+40.47%
5 Years
+123.15%
10 Years
+14.31%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies37.04%
- 💻 Electronic Technology21.21%
- 🖥️ Technology Services10.69%
- 🛍️ Retail Trade7.81%
- 💰 Finance5.04%
- 🍞 Consumer Non Durables3.28%
- 🧪 Process Industries2.98%
- 🧬 Health Technology2.98%
- 🏥 Health Services2.15%
- 🪨 Non Energy Minerals1.97%
- 📊 ETFs1.59%
- 🚗 Consumer Durables1.51%
- 💼 Commercial Services0.91%
- 🛠️ Producer Manufacturing0.57%
- 💵 Cash0.49%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency37.04%
- 🇺🇸 Nasdaq31.17%
- 🇺🇸 NYSE21.91%
- 🇬🇧 LSE9.59%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States36.37%
- 🇰🇷 South Korea9.59%
- 🇨🇳 China5.76%
- 🇸🇬 Singapore2.16%
- 🇨🇦 Canada2.05%
- 🇺🇾 Uruguay1.91%
- 🇧🇷 Brazil1.61%
- 🇬🇧 United Kingdom1.06%
- 🇮🇱 Israel0.57%
Dividends
Dividend Yield
0.78%
16 out of 29 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $MPT (9.62%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 O | 0.16% | 5.72% | $3.09 |
 BMY | 0.12% | 4.03% | $2.34 |
 VALE | 0.1% | 6.4% | $1.33 |
 PEP | 0.1% | 4.38% | $5.15 |
 BTI | 0.06% | 5.93% | $2.92 |
 UNH | 0.05% | 2.39% | $7.74 |
 NTR | 0.05% | 2.9% | $2.14 |
 BABA | 0.03% | 0.88% | $0.98 |
 SMSN.L | 0.03% | 0.3% | $23.68 |
 MSFT | 0.03% | 0.73% | $3 |
 GOOG | 0.01% | 0.24% | $0.2 |
 ALB | 0.01% | 1.39% | $1.6 |
 JD.US | 0.01% | 3.58% | $0.74 |
 ADM | 0.01% | 2.52% | $1.9 |
 MPT | 0.01% | 9.62% | $0.6 |
 CCJ | 0% | 0.18% | $0.09 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
NTR | Ex-Dividend | Sep 30, 2026 | $0.55 |
O | Ex-Dividend | Oct 1, 2026 | $0.27 |
BMY | Ex-Dividend | Oct 2, 2026 | $0.63 |
BTI | Ex-Dividend | Oct 10, 2026 | $0.83 |
ADM | Ex-Dividend | Nov 19, 2026 | $0.52 |
MSFT | Ex-Dividend | Nov 20, 2026 | $0.91 |
CCJ | Ex-Dividend | Dec 1, 2026 | $0.17 |
GOOG | Ex-Dividend | Dec 4, 2026 | $0.22 |
PEP | Ex-Dividend | Dec 4, 2026 | $1.48 |
MPT | Ex-Dividend | Dec 10, 2026 | $0.09 |
ALB | Ex-Dividend | Dec 11, 2026 | $0.41 |
UNH | Ex-Dividend | Dec 14, 2026 | $2.21 |
VALE | Ex-Dividend | Feb 13, 2027 | $0.14 |
JD.US | Ex-Dividend | Apr 9, 2027 | $1.00 |
BABA | Ex-Dividend | Jun 11, 2027 | $1.05 |
Performance Metrics
Score 3.6/10
Beta
1.42
1.42
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
-5.98
-5.98
-6
0
2
4.5
4.5
Omega Ratio
1.01
1.01
0
1
1.5
2.5
2.5
Treynor Ratio
0.93
0.93
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
1.42
1.42
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
-5.98
-5.98
-6
0
2
4.5
4.5
Omega Ratio
1.01
1.01
0
1
1.5
2.5
2.5
Treynor Ratio
0.93
0.93
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
29.03
High:
AMD
183.1AMDLow:ALB
-3,102.2ALBDetails
PEG Ratio
45.85
High:O
494.14OLow:ALB
-2,951.44ALBDetails
Price/Book
6.54
High:
NIO
17.08NIOLow:MPT
0.59MPTDetails
Price/Sales
7.13
High:
MSTR
64.43MSTRLow:JD.US
0.22JD.USDetails
Price/CF
17.08
High:MSTR
7,511.07MSTRLow:VALE
7.32VALEDetails
Price/FCF
43.49
High:BABA
1,196.17BABALow:JD.US
9.2JD.USDetails
P/E Ratio
29.03
High:AMD
183.1AMDLow:ALB
-3,102.2ALBDetails
PEG Ratio
45.85
High:O
494.14OLow:ALB
-2,951.44ALBDetails
Price/Book
6.54
High:NIO
17.08NIOLow:MPT
0.59MPTDetails
Price/Sales
7.13
High:MSTR
64.43MSTRLow:JD.US
0.22JD.USDetails
Price/CF
17.08
High:MSTR
7,511.07MSTRLow:VALE
7.32VALEDetails
Price/FCF
43.49
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 | - | 11 |
-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 |