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-8.44%
This Month
+9.56%
Year To Date
+113.18%
2 Years
+212.42%
5 Years
+258.32%
10 Years
+28.54%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies76.02%
- 📊 ETFs10.08%
- 🛍️ Retail Trade2.99%
- 💻 Electronic Technology2.72%
- 🚗 Consumer Durables2.41%
- 🖥️ Technology Services2.38%
- 🧬 Health Technology1.64%
- 🍞 Consumer Non Durables0.84%
- ⛏️ Energy Minerals0.52%
- 💼 Commercial Services0.3%
- 🪨 Non Energy Minerals0.05%
- 💇♀️ Consumer Services0.03%
- 🧪 Process Industries0.02%
- 💵 Cash0%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency76.02%
- 🇺🇸 NYSE17.32%
- 🇺🇸 Nasdaq4.8%
- 🇺🇸 Chicago Board Options Exchange0.69%
- 🇸🇦 Tadawul0.52%
- 🇳🇱 Euronext Amsterdam0.27%
- 🇫🇷 Euronext Paris0.23%
- 🇭🇰 Hong Kong Exchanges0.16%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States6.2%
- 🇨🇳 China5.83%
- 🇸🇦 Saudi Arabia0.52%
- 🇯🇵 Japan0.45%
- 🇮🇱 Israel0.28%
- 🇳🇱 Netherlands0.27%
- 🇫🇷 France0.23%
- 🇸🇬 Singapore0.07%
- 🇧🇷 Brazil0.05%
- 🇨🇦 Canada0%
Dividends
Dividend Yield
0.15%
16 out of 96 instruments pay dividend.
2 dividend payments in the next 30 days.
Highest Dividend: $PFE (7%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 PFE | 0.06% | 7% | $1.66 |
 JNJ | 0.02% | 2.65% | $4.81 |
 PG | 0.02% | 2.76% | $3.83 |
 LMT | 0.01% | 2.65% | $12.45 |
 BABA | 0.01% | 0.59% | $0.98 |
 JD.US | 0.01% | 2.9% | $0.74 |
 MC.PA | 0% | 2.12% | $13 |
 VALE | 0% | 6.39% | $1.33 |
 ASML.NV | 0% | 0.73% | $6.1 |
 MSFT | 0% | 0.66% | $3 |
 SONY | 0% | 0.33% | $0.49 |
 GOOG | 0% | 0.32% | $0.2 |
 AAPL | 0% | 0.39% | $0.97 |
 9988.HK | 0% | 0.64% | $0.98 |
 SMG | 0% | 4.85% | $2.64 |
 0968.HK | 0% | 1.23% | $0.23 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
PG | Ex-Dividend | Oct 24, 2025 | $1.06 |
ASML.NV | Ex-Dividend | Oct 28, 2025 | $1.86 |
ASML.NV | Pay Day | Nov 6, 2025 | $1.86 |
PFE | Ex-Dividend | Nov 7, 2025 | $0.43 |
PG | Pay Day | Nov 17, 2025 | $1.06 |
MSFT | Ex-Dividend | Nov 20, 2025 | $0.91 |
JNJ | Ex-Dividend | Nov 25, 2025 | $1.30 |
PFE | Pay Day | Dec 1, 2025 | $0.43 |
LMT | Ex-Dividend | Dec 1, 2025 | $3.45 |
MC.PA | Ex-Dividend | Dec 2, 2025 | $6.47 |
MC.PA | Pay Day | Dec 4, 2025 | $6.47 |
JNJ | Pay Day | Dec 9, 2025 | $1.30 |
MSFT | Pay Day | Dec 11, 2025 | $0.91 |
 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 |
LMT | Pay Day | Dec 30, 2025 | $3.45 |
 ASHR | Pay Day | Dec 30, 2025 | $0.00 |
Performance Metrics
Score 6.6/10
Beta
1.58
1.58
0
0.8
1.2
0
2
Sharpe Ratio
0.64
0.64
0
0.5
1
1.5
1.5
Sortino Ratio
1.42
1.42
0
1
2
3
3
Jensen's Alpha
13.03
13.03
-2
0
2
14
14
Omega Ratio
1.47
1.47
0
1
1.5
2.5
2.5
Treynor Ratio
1.79
1.79
0
0.75
1.25
2
2
Information Ratio
0.44
0.44
0
0.3
0.6
1
1
Calmar Ratio
0.44
0.44
0
0.3
0.6
1
1
Beta
1.58
1.58
0
0.8
1.2
0
2
Sharpe Ratio
0.64
0.64
0
0.5
1
1.5
1.5
Sortino Ratio
1.42
1.42
0
1
2
3
3
Jensen's Alpha
13.03
13.03
-2
0
2
14
14
Omega Ratio
1.47
1.47
0
1
1.5
2.5
2.5
Treynor Ratio
1.79
1.79
0
0.75
1.25
2
2
Information Ratio
0.44
0.44
0
0.3
0.6
1
1
Calmar Ratio
0.44
0.44
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
29.27
High:
PATH
432.49PATHLow:
ROKU
-222.19ROKUDetails
PEG Ratio
841.65
High:
AAPL
26,070.7AAPLLow:ROKU
-253.08ROKUDetails
Price/Book
6.24
High:AAPL
56.94AAPLLow:
NIO
-90.05NIODetails
Price/Sales
4.94
High:
DJT
1,047.25DJTLow:
BNGO
0.24BNGODetails
Price/CF
18.68
High:
MSTR
7,511.07MSTRLow:
VALE
4.99VALEDetails
Price/FCF
43.86
High:MSTR
1,187.5MSTRLow:
PTON
8.71PTONDetails
P/E Ratio
29.27
High:PATH
432.49PATHLow:ROKU
-222.19ROKUDetails
PEG Ratio
841.65
High:AAPL
26,070.7AAPLLow:ROKU
-253.08ROKUDetails
Price/Book
6.24
High:AAPL
56.94AAPLLow:NIO
-90.05NIODetails
Price/Sales
4.94
High:DJT
1,047.25DJTLow:BNGO
0.24BNGODetails
Price/CF
18.68
High:MSTR
7,511.07MSTRLow:VALE
4.99VALEDetails
Price/FCF
43.86
High:MSTR
1,187.5MSTRLow:PTON
8.71PTONDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-63.22% | May 2021 | Aug 2025 | 51 |
-13.02% | Sep 2020 | Nov 2020 | 2 |
-9.6% | Dec 2020 | Jan 2021 | 1 |
-8.44% | Oct 2025 | - | 1 |