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+3%
This Month
+3%
Year To Date
+102.02%
2 Years
+19.13%
5 Years
+104.48%
10 Years
+14.35%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies43.38%
- 💻 Electronic Technology10.33%
- 🛍️ Retail Trade8.55%
- 🖥️ Technology Services8.05%
- 💰 Finance7.15%
- 🍞 Consumer Non Durables4%
- 📊 ETFs3.71%
- 🧪 Process Industries3.67%
- 🧬 Health Technology2.87%
- 🏥 Health Services2.14%
- 🚗 Consumer Durables2.11%
- 🪨 Non Energy Minerals1.9%
- 💵 Cash0.96%
- 💼 Commercial Services0.82%
- 🛠️ Producer Manufacturing0.73%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency43.38%
- 🇺🇸 NYSE26.24%
- 🇺🇸 Nasdaq24.42%
- 🇬🇧 LSE5.37%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States29.17%
- 🇨🇳 China9.42%
- 🇰🇷 South Korea5.37%
- 🇸🇬 Singapore2.84%
- 🇧🇷 Brazil1.9%
- 🇨🇦 Canada1.71%
- 🇬🇧 United Kingdom1.19%
- 🇮🇱 Israel0.73%
Dividends
Dividend Yield
0.88%
14 out of 26 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $VALE (8.49%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 O | 0.17% | 5.24% | $3.09 |
 VALE | 0.16% | 8.49% | $1.33 |
 BMY | 0.13% | 4.61% | $2.34 |
 PEP | 0.11% | 3.84% | $5.15 |
 BTI | 0.06% | 5.34% | $2.92 |
 NTR | 0.06% | 3.24% | $2.14 |
 UNH | 0.06% | 2.58% | $7.74 |
 SMSN.L | 0.05% | 0.84% | $23.68 |
 BABA | 0.03% | 0.62% | $0.98 |
 GOOG | 0.02% | 0.26% | $0.2 |
 ALB | 0.02% | 0.91% | $1.6 |
 JD.US | 0.01% | 3.4% | $0.74 |
 ADM | 0.01% | 3.1% | $1.9 |
 MPW | 0.01% | 6.42% | $0.6 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
BTI | Pay Day | Feb 9, 2026 | $0.75 |
Performance Metrics
Score 3.7/10
Beta
1.42
1.42
0
0.8
1.2
0
2
Sharpe Ratio
0.42
0.42
0
0.5
1
1.5
1.5
Sortino Ratio
0.74
0.74
0
1
2
3
3
Jensen's Alpha
-5.8
-5.8
-6
0
2
4.5
4.5
Omega Ratio
1.02
1.02
0
1
1.5
2.5
2.5
Treynor Ratio
0.98
0.98
0
0.75
1.25
2
2
Information Ratio
0.02
0.02
0
0.3
0.6
1
1
Calmar Ratio
0.19
0.19
0
0.3
0.6
1
1
Beta
1.42
1.42
0
0.8
1.2
0
2
Sharpe Ratio
0.42
0.42
0
0.5
1
1.5
1.5
Sortino Ratio
0.74
0.74
0
1
2
3
3
Jensen's Alpha
-5.8
-5.8
-6
0
2
4.5
4.5
Omega Ratio
1.02
1.02
0
1
1.5
2.5
2.5
Treynor Ratio
0.98
0.98
0
0.75
1.25
2
2
Information Ratio
0.02
0.02
0
0.3
0.6
1
1
Calmar Ratio
0.19
0.19
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
31.15
High:
AMD
114.62AMDLow:ALB
-108.05ALBDetails
PEG Ratio
279.46
High:O
3,157.55OLow:
EH
-148.03EHDetails
Price/Book
5.77
High:
NIO
19.85NIOLow:
NNDM
0.64NNDMDetails
Price/Sales
5.57
High:
MSTR
106.4MSTRLow:JD.US
0.23JD.USDetails
Price/CF
16.65
High:MSTR
7,511.07MSTRLow:ADM
4.75ADMDetails
Price/FCF
41.9
High:PEP
5,253.35PEPLow:ADM
7.77ADMDetails
P/E Ratio
31.15
High:AMD
114.62AMDLow:ALB
-108.05ALBDetails
PEG Ratio
279.46
High:O
3,157.55OLow:EH
-148.03EHDetails
Price/Book
5.77
High:NIO
19.85NIOLow:NNDM
0.64NNDMDetails
Price/Sales
5.57
High:MSTR
106.4MSTRLow:JD.US
0.23JD.USDetails
Price/CF
16.65
High:MSTR
7,511.07MSTRLow:ADM
4.75ADMDetails
Price/FCF
41.9
High:PEP
5,253.35PEPLow:ADM
7.77ADMDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-68.17% | Nov 2021 | Jan 2025 | 38 |
-15.76% | Jun 2020 | Nov 2020 | 5 |
-13.02% | Nov 2025 | - | 3 |
-12.6% | May 2021 | Oct 2021 | 5 |
-11.9% | Feb 2025 | Jun 2025 | 4 |
-3.44% | Feb 2021 | Apr 2021 | 2 |