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0%
This Month
+19.07%
Year To Date
+85.53%
2 Years
+278.21%
5 Years
+30.02%
10 Years
+3.05%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies97.98%
- 📊 ETFs0.48%
- 💵 Cash0.04%
- 💇♀️ Consumer Services0.02%
- ❓ Other0%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency97.98%
- 🇺🇸 NYSE0.27%
- 🇺🇸 Nasdaq0.11%
- 🇺🇸 Chicago Board Options Exchange0.1%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States0.01%
- 🇳🇱 Netherlands0%
- 🇮🇱 Israel0%
Dividends
Dividend Yield
-0.11%
23 out of 86 instruments pay dividend.
4 dividend payments in the next 30 days.
Highest Dividend: $SVOL (18.27%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 TNA | 0.01% | 1.38% | - |
 SOXL | 0% | 1.07% | - |
 UDOW | 0% | 1.28% | - |
 COWZ | 0% | 1.59% | - |
 TQQQ | 0% | 1.11% | - |
 JEPI | 0% | 8.22% | - |
 MCD | 0% | 2.34% | $6.53 |
 UPRO | 0% | 0.97% | - |
 SCHD | 0% | 3.87% | - |
 DGRO | 0% | 2.21% | - |
 SSO | 0% | 0.81% | - |
 MOAT | 0% | 1.35% | - |
 COST | 0% | 0.52% | $19.22 |
 SPGI | 0% | 0.7% | $3.62 |
 MCO | 0% | 0.74% | $3.24 |
 ASML | 0% | 0.89% | $5.57 |
 GOOG | 0% | 0.43% | $0.2 |
 TXRH | 0% | 1.42% | $2.32 |
 CRM | 0% | 0.65% | $0.4 |
 MAIN | 0% | 4.71% | $2.85 |
 JEPQ | 0% | 11.23% | - |
 O | 0% | 5.67% | $3.09 |
 SVOL | -0.12% | 18.27% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
ASML | Pay Day | Aug 6, 2025 | $1.85 |
MAIN | Ex-Dividend | Aug 8, 2025 | $0.26 |
COST | Pay Day | Aug 15, 2025 | $1.30 |
MCO | Ex-Dividend | Aug 15, 2025 | $0.94 |
O | Pay Day | Aug 15, 2025 | $0.27 |
MAIN | Pay Day | Aug 15, 2025 | $0.26 |
SPGI | Ex-Dividend | Aug 26, 2025 | $0.96 |
MCD | Ex-Dividend | Sep 2, 2025 | $1.77 |
MCO | Pay Day | Sep 5, 2025 | $0.94 |
GOOG | Ex-Dividend | Sep 8, 2025 | $0.21 |
SPGI | Pay Day | Sep 10, 2025 | $0.96 |
GOOG | Pay Day | Sep 15, 2025 | $0.21 |
MCD | Pay Day | Sep 16, 2025 | $1.77 |
MOAT | Pay Day | Dec 24, 2025 | $1.27 |
Performance Metrics
Score 4.8/10
Beta
1.49
1.49
0
0.8
1.2
0
2
Sharpe Ratio
0.29
0.29
0
0.5
1
1.5
1.5
Sortino Ratio
0.49
0.49
0
1
2
3
3
Jensen's Alpha
1.87
1.87
-2
0
2
4.5
4.5
Omega Ratio
1.12
1.12
0
1
1.5
2.5
2.5
Treynor Ratio
1.03
1.03
0
0.75
1.25
2
2
Information Ratio
0.12
0.12
0
0.3
0.6
1
1
Calmar Ratio
0.02
0.02
0
0.3
0.6
1
1
Beta
1.49
1.49
0
0.8
1.2
0
2
Sharpe Ratio
0.29
0.29
0
0.5
1
1.5
1.5
Sortino Ratio
0.49
0.49
0
1
2
3
3
Jensen's Alpha
1.87
1.87
-2
0
2
4.5
4.5
Omega Ratio
1.12
1.12
0
1
1.5
2.5
2.5
Treynor Ratio
1.03
1.03
0
0.75
1.25
2
2
Information Ratio
0.12
0.12
0
0.3
0.6
1
1
Calmar Ratio
0.02
0.02
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
31.08
High:
COST
53.3COSTLow:
MAIN
10.99MAINDetails
PEG Ratio
396.31
High:
O
1,963.98OLow:
AMZN
53.11AMZNDetails
Price/Book
4.04
High:
MCO
23.42MCOLow:
MCD
-62.12MCDDetails
Price/Sales
3.71
High:MCO
12.72MCOLow:COST
1.55COSTDetails
Price/CF
15.75
High:COST
36.08COSTLow:O
14.45ODetails
Price/FCF
36.48
High:MAIN
455.52MAINLow:
CRM
23.49CRMDetails
P/E Ratio
31.08
High:COST
53.3COSTLow:MAIN
10.99MAINDetails
PEG Ratio
396.31
High:O
1,963.98OLow:AMZN
53.11AMZNDetails
Price/Book
4.04
High:MCO
23.42MCOLow:MCD
-62.12MCDDetails
Price/Sales
3.71
High:MCO
12.72MCOLow:COST
1.55COSTDetails
Price/CF
15.75
High:COST
36.08COSTLow:O
14.45ODetails
Price/FCF
36.48
High:MAIN
455.52MAINLow:CRM
23.49CRMDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-91.33% | Feb 2018 | - | 90 |
-33.67% | Jun 2017 | Aug 2017 | 2 |
-22.07% | Sep 2017 | Nov 2017 | 2 |
-6.03% | Mar 2017 | Apr 2017 | 1 |