Loading...
+0.75%
This Month
+12.2%
Year To Date
+78.93%
2 Years
+33.52%
5 Years
+33.52%
10 Years
+7.49%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies22.01%
- 💻 Electronic Technology19.34%
- 🚗 Consumer Durables18.46%
- 🖥️ Technology Services15.45%
- 🛍️ Retail Trade6.56%
- 💰 Finance6.35%
- 📊 ETFs6.27%
- 🛠️ Producer Manufacturing1.47%
- 💼 Commercial Services0.63%
- 🚚 Transportation0.56%
- 💇♀️ Consumer Services0.36%
- 🍞 Consumer Non Durables0.28%
- ⛏️ Energy Minerals0.23%
- 🏥 Health Services0.04%
- 💵 Cash0.01%
- 📦 Distribution Services0.01%
- 🪨 Non Energy Minerals0.01%
- 🧬 Health Technology0%
- ⚡ Utilities0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq55.84%
- 🌍 Digital Currency22.01%
- 🇺🇸 NYSE16.99%
- 🇫🇷 Euronext Paris1.55%
- 🇬🇧 LSE0.56%
- 🇭🇰 Hong Kong Exchanges0.54%
- 🇩🇪 FRA0.22%
- 🇮🇹 Borsa Italiana0.16%
- 🇳🇱 Euronext Amsterdam0.09%
- 🇪🇸 Bolsa De Madrid0.08%
- 🇺🇸 OTC Markets Stock Exchange0%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States62.8%
- 🇹🇼 Taiwan1.74%
- 🇫🇷 France1.55%
- 🇨🇳 China1.03%
- 🇬🇧 United Kingdom0.63%
- 🇸🇬 Singapore0.5%
- 🇩🇪 Germany0.22%
- 🇮🇪 Ireland0.18%
- 🇳🇱 Netherlands0.18%
- 🇯🇵 Japan0.17%
- 🇮🇹 Italy0.16%
- 🇨🇦 Canada0.14%
- 🇺🇾 Uruguay0.14%
- 🇮🇳 India0.08%
- 🇪🇸 Spain0.08%
- 🇰🇷 South Korea0.06%
- 🇨🇭 Switzerland0.06%
- 🇮🇱 Israel0.03%
- 🇷🇺 Russia0%
- 🇨🇾 Cyprus0%
Dividends
Dividend Yield
0.3%
104 out of 193 instruments pay dividend.
31 dividend payments in the next 30 days.
Highest Dividend: $OGZDL.L (67.74%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 MSFT | 0.03% | 0.67% | $3 |
 LMT | 0.03% | 2.86% | $12.45 |
 ALO.PA | 0.02% | 1.56% | $0.24 |
 V | 0.02% | 0.69% | $2.01 |
 TSM | 0.02% | 1.01% | $1.74 |
 VGT | 0.01% | 0.47% | - |
 VUG | 0.01% | 0.45% | - |
 CVX | 0.01% | 4.4% | $6.28 |
 BAC | 0.01% | 2.14% | $0.96 |
 KO | 0.01% | 2.97% | $1.89 |
 JOYY | 0.01% | 4.51% | $0.71 |
 AXP | 0% | 0.93% | $2.6 |
 VOOG | 0% | 0.53% | - |
 C | 0% | 2.39% | $2.12 |
 KHC | 0% | 5.89% | $1.6 |
 0939.HK | 0% | 5.34% | $0.43 |
 ISP.MI | 0% | 6.44% | $0.3 |
 IAG.L | 0% | 1.84% | - |
 SMH | 0% | 0.38% | - |
 QCOM | 0% | 2.18% | $3.25 |
 GOOG | 0% | 0.35% | $0.2 |
 1288.HK | 0% | 4.83% | $0.25 |
 BNP.PA | 0% | 6.26% | $4.6 |
 NVDA | 0% | 0.02% | $0.02 |
 WU | 0% | 10.66% | $0.94 |
 3328.HK | 0% | 6.04% | $0.4 |
 3968.HK | 0% | 4.63% | $2.13 |
 1398.HK | 0% | 5.59% | $0.33 |
 3988.HK | 0% | 5.53% | $0.26 |
 OGZDL.L | 0% | 67.74% | - |
 AAPL | 0% | 0.43% | $0.97 |
 GS | 0% | 1.76% | $11 |
 RR.L | 0% | 0.98% | - |
 JPM | 0% | 1.8% | $4.4 |
 INGA.NV | 0% | 5.15% | $1.11 |
 UCG.MI | 0% | 3.69% | $1.8 |
 MA | 0% | 0.5% | $2.46 |
 TFC | 0% | 4.48% | $2.08 |
 OXY | 0% | 2.07% | $0.8 |
 BABA | 0% | 0.76% | $0.98 |
 GLE.PA | 0% | 2.18% | $0.9 |
 SAN.MC | 0% | 2.1% | $0.14 |
 1988.HK | 0% | 4.9% | $0.22 |
 NEXI.MI | 0% | 4.77% | - |
 BMO | 0% | 3.66% | $4.4 |
 SHG | 0% | 2.64% | $1.23 |
 NTES | 0% | 2.16% | $2.58 |
 USB | 0% | 4.1% | $1.94 |
 CBK.DE | 0% | 2% | $0.35 |
 VIPS | 0% | 2.68% | $0.41 |
 DBK.DE | 0% | 2.28% | $0.45 |
 META | 0% | 0.27% | $1 |
 BARC.L | 0% | 2.35% | $0.08 |
 RY | 0% | 2.97% | $4.03 |
 EDEN.PA | 0% | 5.06% | $1.1 |
 MUFG | 0% | 2.3% | $0.23 |
 WFC | 0% | 2.09% | $1.4 |
 AVGO | 0% | 0.69% | $19.7 |
 JD.US | 0% | 3.14% | $0.74 |
 PNC | 0% | 3.18% | $6.2 |
 SMFG | 0% | 2.38% | $0.29 |
 IYW | 0% | 0.19% | - |
 MU | 0% | 0.35% | $0.46 |
 HD | 0% | 2.19% | $8.52 |
 SIRI | 0% | 4.51% | $0.1 |
 AMAT | 0% | 1.06% | $1.44 |
 ORCL | 0% | 0.77% | $1.6 |
 FIS | 0% | 2.28% | $1.76 |
 EBAY | 0% | 1.24% | $1.04 |
 CB | 0% | 1.36% | $3.49 |
 GOOGL | 0% | 0.35% | $0.2 |
 0700.HK | 0% | 0.74% | $3.4 |
 ASML | 0% | 0.78% | $5.57 |
 MCO | 0% | 0.74% | $3.24 |
 CIBR | 0% | 0.25% | - |
 CRM | 0% | 0.65% | $0.4 |
 BFH | 0% | 1.27% | $0.84 |
 KR | 0% | 1.94% | $1.16 |
 INTC | 0% | 0.51% | $0.5 |
 GPN | 0% | 1.14% | $1 |
 HDB | 0% | 0.91% | $0.6 |
 WMT | 0% | 0.94% | $0.81 |
 JKHY | 0% | 1.42% | $2.14 |
 STZ | 0% | 2.74% | $3.68 |
 WDC | 0% | 0.22% | - |
 BKNG | 0% | 0.68% | $17.5 |
 UNH | 0% | 2.74% | $7.74 |
 EA | 0% | 0.45% | $0.76 |
 EXPE | 0% | 0.56% | - |
 ALLY | 0% | 2.9% | $1.2 |
 3888.HK | 0% | 0.46% | $0.14 |
 SONY | 0% | 0.35% | $0.49 |
 VRT | 0% | 0.12% | $0.06 |
 TCOM.CH | 0% | 0.39% | - |
 VRSN | 0% | 0.55% | - |
 COF | 0% | 1.08% | $2.4 |
 DPZ | 0% | 1.46% | $5.44 |
 POOL | 0% | 1.48% | $4.5 |
 NUE | 0% | 1.49% | $2.13 |
 LEN | 0% | 1.41% | $1.75 |
 PRGS | 0% | 0.4% | $0.7 |
 AON | 0% | 0.77% | $2.52 |
 SDZNY | 0% | -0.66% | $-0.3 |
 PRX.NV | 0% | -0.38% | $-0.07 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
GOOG | Ex-Dividend | Sep 8, 2025 | $0.21 |
GOOGL | Ex-Dividend | Sep 8, 2025 | $0.21 |
CVX | Pay Day | Sep 10, 2025 | $1.71 |
FIS | Ex-Dividend | Sep 10, 2025 | $0.40 |
OXY | Ex-Dividend | Sep 10, 2025 | $0.24 |
MSFT | Pay Day | Sep 11, 2025 | $0.83 |
NVDA | Ex-Dividend | Sep 11, 2025 | $0.01 |
NTES | Pay Day | Sep 11, 2025 | $0.57 |
AMAT | Pay Day | Sep 11, 2025 | $0.46 |
EBAY | Pay Day | Sep 12, 2025 | $0.29 |
CB | Ex-Dividend | Sep 12, 2025 | $0.97 |
GPN | Ex-Dividend | Sep 12, 2025 | $0.25 |
BFH | Pay Day | Sep 12, 2025 | $0.21 |
GOOG | Pay Day | Sep 15, 2025 | $0.21 |
KO | Ex-Dividend | Sep 15, 2025 | $0.51 |
UNH | Ex-Dividend | Sep 15, 2025 | $2.21 |
DPZ | Ex-Dividend | Sep 15, 2025 | $1.74 |
GOOGL | Pay Day | Sep 15, 2025 | $0.21 |
VRT | Ex-Dividend | Sep 15, 2025 | $0.04 |
WU | Ex-Dividend | Sep 16, 2025 | $0.24 |
BARC.L | Pay Day | Sep 16, 2025 | $0.04 |
TSM | Ex-Dividend | Sep 16, 2025 | $0.82 |
EA | Pay Day | Sep 17, 2025 | $0.19 |
HD | Pay Day | Sep 18, 2025 | $2.30 |
WDC | Pay Day | Sep 18, 2025 | $0.10 |
EXPE | Pay Day | Sep 18, 2025 | $0.40 |
AVGO | Ex-Dividend | Sep 22, 2025 | $0.59 |
JOYY | Ex-Dividend | Sep 22, 2025 | $0.95 |
UNH | Pay Day | Sep 23, 2025 | $2.21 |
FIS | Pay Day | Sep 24, 2025 | $0.40 |
QCOM | Pay Day | Sep 25, 2025 | $0.89 |
VRT | Pay Day | Sep 25, 2025 | $0.04 |
BAC | Pay Day | Sep 26, 2025 | $0.28 |
LMT | Pay Day | Sep 26, 2025 | $3.30 |
BNP.PA | Ex-Dividend | Sep 26, 2025 | $3.05 |
KHC | Pay Day | Sep 26, 2025 | $0.40 |
GPN | Pay Day | Sep 26, 2025 | $0.25 |
JKHY | Pay Day | Sep 26, 2025 | $0.58 |
GS | Pay Day | Sep 29, 2025 | $4.00 |
WU | Pay Day | Sep 30, 2025 | $0.24 |
BNP.PA | Pay Day | Sep 30, 2025 | $3.05 |
BKNG | Pay Day | Sep 30, 2025 | $9.60 |
NUE | Ex-Dividend | Sep 30, 2025 | $0.55 |
DPZ | Pay Day | Sep 30, 2025 | $1.74 |
AVGO | Pay Day | Sep 30, 2025 | $0.59 |
KO | Pay Day | Oct 1, 2025 | $0.51 |
NVDA | Pay Day | Oct 2, 2025 | $0.01 |
CB | Pay Day | Oct 3, 2025 | $0.97 |
GLE.PA | Ex-Dividend | Oct 7, 2025 | $0.70 |
GLE.PA | Pay Day | Oct 9, 2025 | $0.70 |
TSM | Pay Day | Oct 9, 2025 | $0.82 |
JOYY | Pay Day | Oct 10, 2025 | $0.95 |
OXY | Pay Day | Oct 15, 2025 | $0.24 |
RY | Ex-Dividend | Oct 27, 2025 | $1.11 |
BMO | Ex-Dividend | Oct 30, 2025 | $1.18 |
NUE | Pay Day | Nov 10, 2025 | $0.55 |
RY | Pay Day | Nov 24, 2025 | $1.11 |
BMO | Pay Day | Nov 26, 2025 | $1.18 |
WMT | Ex-Dividend | Dec 12, 2025 | $0.24 |
SMH | Pay Day | Dec 24, 2025 | $0.00 |
WMT | Pay Day | Jan 5, 2026 | $0.24 |
Performance Metrics
Score 3.1/10
Beta
1.17
1.17
0
0.8
1.2
0
2
Sharpe Ratio
0.26
0.26
0
0.5
1
1.5
1.5
Sortino Ratio
0.42
0.42
0
1
2
3
3
Jensen's Alpha
-3.21
-3.21
-4
0
2
4.5
4.5
Omega Ratio
0.92
0.92
0
1
1.5
2.5
2.5
Treynor Ratio
0.46
0.46
0
0.75
1.25
2
2
Information Ratio
-0.11
-0.11
-1
0.3
0.6
1
1
Calmar Ratio
0.19
0.19
0
0.3
0.6
1
1
Beta
1.17
1.17
0
0.8
1.2
0
2
Sharpe Ratio
0.26
0.26
0
0.5
1
1.5
1.5
Sortino Ratio
0.42
0.42
0
1
2
3
3
Jensen's Alpha
-3.21
-3.21
-4
0
2
4.5
4.5
Omega Ratio
0.92
0.92
0
1
1.5
2.5
2.5
Treynor Ratio
0.46
0.46
0
0.75
1.25
2
2
Information Ratio
-0.11
-0.11
-1
0.3
0.6
1
1
Calmar Ratio
0.19
0.19
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
47.69
High:
AFRM
699.92AFRMLow:
CRWD
-344.69CRWDDetails
PEG Ratio
541.97
High:
AAPL
24,779.06AAPLLow:
Z
-558.11ZDetails
Price/Book
15.75
High:
RBLX
254.7RBLXLow:
MMYT
-51.36MMYTDetails
Price/Sales
11.87
High:
PLTR
116.31PLTRLow:
NOVAQ
-NOVAQDetails
Price/CF
36.66
High:
REAL
3,668.79REALLow:
CBK.DE
0.14CBK.DEDetails
Price/FCF
71.25
High:
NUE
5,649.81NUELow:
3328.HK
0.393328.HKDetails
P/E Ratio
47.69
High:AFRM
699.92AFRMLow:CRWD
-344.69CRWDDetails
PEG Ratio
541.97
High:AAPL
24,779.06AAPLLow:Z
-558.11ZDetails
Price/Book
15.75
High:RBLX
254.7RBLXLow:MMYT
-51.36MMYTDetails
Price/Sales
11.87
High:PLTR
116.31PLTRLow:NOVAQ
-NOVAQDetails
Price/CF
36.66
High:REAL
3,668.79REALLow:CBK.DE
0.14CBK.DEDetails
Price/FCF
71.25
High:NUE
5,649.81NUELow:3328.HK
0.393328.HKDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-40.23% | Nov 2021 | Nov 2024 | 36 |
-17.21% | Feb 2025 | May 2025 | 3 |