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+0.99%
Today
+33.41%
This Month
+25.51%
Year To Date
+120.39%
2 Years
+249.75%
5 Years
+33.94%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- šŖ Cryptocurrencies80.39%
- š ETFs8.59%
- šļø Retail Trade2.15%
- š„ļø Technology Services1.9%
- š» Electronic Technology1.64%
- šµ Cash1.55%
- š Consumer Durables1.43%
- š§¬ Health Technology1.2%
- š Consumer Non Durables0.72%
- š¼ Commercial Services0.29%
- āļø Energy Minerals0.27%
- š° Finance0.26%
- šŖØ Non Energy Minerals0.04%
- šāāļø Consumer Services0.03%
- š§Ŗ Process Industries0.02%
Exchanges Breakdown
- Exchange
- Total
- š Digital Currency80.39%
- šŗšø NYSE13.35%
- šŗšø Nasdaq3.92%
- šŗšø Chicago Board Options Exchange0.74%
- šøš¦ Tadawul0.27%
- š«š· Euronext Paris0.16%
- šš° Hong Kong Exchanges0.11%
Countries Breakdown
- Country
- Total
- šŗšø United States4.91%
- šØš³ China3.77%
- š®š± Israel0.39%
- šÆšµ Japan0.34%
- šøš¦ Saudi Arabia0.27%
- š«š· France0.16%
- šøš¬ Singapore0.07%
- š§š· Brazil0.04%
- šØš¦ Canada0%
- š±šŗ Luxembourg0%
Dividends
Dividend Yield
0.25%
32 out of 101 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $0968.HK (8.59%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 PFE | 0.05% | 7.02% | $1.66 |
 FXI | 0.04% | 1.52% | - |
 BLOK | 0.02% | 5.36% | - |
 SAOC | 0.02% | 6.74% | $1.87 |
 JNJ | 0.02% | 3.1% | $4.81 |
 PG | 0.02% | 2.66% | $3.83 |
 BABA | 0.01% | 0.86% | $0.98 |
 JD.US | 0.01% | 2.93% | $0.74 |
 XLU | 0.01% | 2.78% | - |
 EWH | 0.01% | 3.65% | - |
 LMT | 0.01% | 2.86% | $12.45 |
 CQQQ | 0.01% | 0.27% | - |
 MC.PA | 0% | 2.78% | $13 |
 EWJ | 0% | 2.12% | - |
 INDA | 0% | 0.74% | - |
 VALE | 0% | 7.41% | $1.33 |
 XLF | 0% | 1.4% | - |
 VOO | 0% | 1.29% | - |
 KWEB | 0% | 3.09% | - |
 ICLN | 0% | 1.65% | - |
 XLK | 0% | 0.67% | - |
 MSFT | 0% | 0.65% | $3 |
 MCHI | 0% | 2.04% | - |
 QQQ | 0% | 0.58% | - |
 SONY | 0% | 0.4% | $0.49 |
 0968.HK | 0% | 8.59% | $0.23 |
 AAPL | 0% | 0.48% | $0.97 |
 GOOG | 0% | 0.42% | $0.2 |
 TAN | 0% | 0.51% | - |
 9988.HK | 0% | 0.88% | $0.98 |
 ASHR | 0% | 1.13% | - |
 SMG | 0% | 3.95% | $2.64 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
PFE | Ex-Dividend | Jul 25, 2025 | $0.43 |
PG | Pay Day | Aug 15, 2025 | $1.06 |
MSFT | Ex-Dividend | Aug 21, 2025 | $0.83 |
JNJ | Ex-Dividend | Aug 26, 2025 | $1.30 |
PFE | Pay Day | Sep 2, 2025 | $0.43 |
LMT | Ex-Dividend | Sep 2, 2025 | $3.30 |
JNJ | Pay Day | Sep 9, 2025 | $1.30 |
MSFT | Pay Day | Sep 11, 2025 | $0.83 |
LMT | Pay Day | Sep 26, 2025 | $3.30 |
KWEB | Pay Day | Dec 18, 2025 | $0.00 |
INDA | Pay Day | Dec 20, 2025 | $0.00 |
CQQQ | Pay Day | Dec 27, 2025 | $0.00 |
TAN | Pay Day | Dec 27, 2025 | $0.00 |
ASHR | Pay Day | Dec 30, 2025 | $0.00 |
BLOK | Pay Day | Dec 31, 2025 | $0.00 |
Performance Metrics
Score 6.3/10
Beta
1.56
1.56
0
0.8
1.2
0
2
Sharpe Ratio
0.58
0.58
0
0.5
1
1.5
1.5
Sortino Ratio
1.26
1.26
0
1
2
3
3
Jensen's Alpha
11.21
11.21
-2
0
2
12
12
Omega Ratio
1.4
1.4
0
1
1.5
2.5
2.5
Treynor Ratio
1.64
1.64
0
0.75
1.25
2
2
Information Ratio
0.38
0.38
0
0.3
0.6
1
1
Calmar Ratio
0.37
0.37
0
0.3
0.6
1
1
Beta
1.56
1.56
0
0.8
1.2
0
2
Sharpe Ratio
0.58
0.58
0
0.5
1
1.5
1.5
Sortino Ratio
1.26
1.26
0
1
2
3
3
Jensen's Alpha
11.21
11.21
-2
0
2
12
12
Omega Ratio
1.4
1.4
0
1
1.5
2.5
2.5
Treynor Ratio
1.64
1.64
0
0.75
1.25
2
2
Information Ratio
0.38
0.38
0
0.3
0.6
1
1
Calmar Ratio
0.37
0.37
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
28.73
High:
SMG
133.15SMGLow:
ROKU
-127.9ROKUDetails
PEG Ratio
131.07
High:
COIN
1,544.76COINLow:
PATH
-458.25PATHDetails
Price/Book
5.96
High:
RBLX
271.59RBLXLow:
NIO
-168.98NIODetails
Price/Sales
4.48
High:
DJT
1,122.27DJTLow:
ARVLF
-ARVLFDetails
Price/CF
18.49
High:
MSTR
7,511.07MSTRLow:
VALE
5.61VALEDetails
Price/FCF
43.33
High:MSTR
1,187.5MSTRLow:
JD.US
9.2JD.USDetails
P/E Ratio
28.73
High:SMG
133.15SMGLow:ROKU
-127.9ROKUDetails
PEG Ratio
131.07
High:COIN
1,544.76COINLow:PATH
-458.25PATHDetails
Price/Book
5.96
High:RBLX
271.59RBLXLow:NIO
-168.98NIODetails
Price/Sales
4.48
High:DJT
1,122.27DJTLow:ARVLF
-ARVLFDetails
Price/CF
18.49
High:MSTR
7,511.07MSTRLow:VALE
5.61VALEDetails
Price/FCF
43.33
High:MSTR
1,187.5MSTRLow:JD.US
9.2JD.USDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-63.22% | May 2021 | Jul 2025 | 50 |
-13.02% | Sep 2020 | Nov 2020 | 2 |
-9.6% | Dec 2020 | Jan 2021 | 1 |