Loading...
+1.17%
Today
+3.02%
This Month
-3.33%
Year To Date
+38.58%
2 Years
+110.73%
5 Years
+6.96%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies45.25%
- 🍞 Consumer Non Durables8.49%
- 🪨 Non Energy Minerals6.52%
- 📡 Communications6.09%
- 💻 Electronic Technology5.28%
- 📊 ETFs4.77%
- 🛍️ Retail Trade4.7%
- 🖥️ Technology Services4.44%
- 💇♀️ Consumer Services3.77%
- 🧬 Health Technology2.69%
- 🚗 Consumer Durables2.45%
- 💰 Finance2.22%
- ⛏️ Energy Minerals1.04%
- 💼 Commercial Services1.03%
- 💵 Cash0.96%
- 🛠️ Producer Manufacturing0.07%
- 🧪 Process Industries0.04%
- 🚚 Transportation0.02%
- ❓ Other0%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency45.25%
- 🇺🇸 NYSE26.71%
- 🇺🇸 Nasdaq14.53%
- 🇬🇧 LSE5.08%
- 🇩🇪 FRA3.24%
- 🇭🇰 Hong Kong Exchanges2.05%
- 🇨🇭 SIX1.57%
- 🇺🇸 Chicago Board Options Exchange0.45%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States23.08%
- 🇨🇳 China8.17%
- 🇨🇦 Canada5.92%
- 🇬🇧 United Kingdom5.82%
- 🇩🇪 Germany3.24%
- 🇨🇭 Switzerland1.57%
- 🇪🇸 Spain0.47%
- 🇩🇰 Denmark0.36%
- 🇭🇰 Hong Kong0.2%
- 🇳🇱 Netherlands0.02%
Dividends
Dividend Yield
1.21%
41 out of 90 instruments pay dividend.
14 dividend payments in the next 30 days.
Highest Dividend: $WDI.DE (1156.07%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 BATS.L | 0.21% | 7.1% | $2.36 |
 T | 0.12% | 3.97% | $1.11 |
 B | 0.11% | 1.92% | $0.4 |
 MO | 0.07% | 6.76% | $3.92 |
 NESN.ZU | 0.05% | 3.51% | $3 |
 DTE.DE | 0.05% | 2.7% | $0.77 |
 O | 0.04% | 5.65% | $3.09 |
 3323.HK | 0.04% | 4.89% | $0.25 |
 JD.US | 0.04% | 3.02% | $0.74 |
 VOD | 0.03% | 4.47% | $0.94 |
 VNA.DE | 0.03% | 4.19% | $0.9 |
 DIS | 0.03% | 0.88% | $0.75 |
 TLT | 0.03% | 4.21% | - |
 ULVR.L | 0.03% | 3.24% | $1.47 |
 BABA | 0.03% | 0.9% | $0.98 |
 AMGN | 0.03% | 3.2% | $8.76 |
 PAH3.DE | 0.02% | 5.57% | $2.56 |
 DIV | 0.02% | 5.88% | - |
 PG | 0.02% | 2.44% | $3.83 |
 TEF | 0.02% | 4.53% | $0.24 |
 TIP | 0.02% | 3.02% | - |
 KO | 0.02% | 2.8% | $1.89 |
 PEP | 0.02% | 4.16% | $5.15 |
 JNJ | 0.01% | 3.25% | $4.81 |
 BND | 0.01% | 3.68% | - |
 0700.HK | 0.01% | 0.88% | $3.4 |
 VTIP | 0.01% | 2.75% | - |
 EQT | 0.01% | 1.11% | $0.62 |
 KRBN | 0.01% | 7.5% | - |
 VLO | 0.01% | 3.36% | $4.18 |
 SIMO | 0.01% | 3.06% | $1.49 |
 MSFT | 0.01% | 0.7% | $3 |
 NVO | 0.01% | 1.67% | $0.98 |
 LLY | 0.01% | 0.75% | $4.86 |
 SQQQ | 0% | 9.2% | - |
 V | 0% | 0.63% | $2.01 |
 YINN | 0% | 1.77% | - |
 GPN | 0% | 1.32% | $1 |
 BAYN.DE | 0% | 0.44% | $0.11 |
 NVDA | 0% | 0.03% | $0.02 |
 WDI.DE | 0% | 1156.07% | $0.2 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
PEP | Ex-Dividend | Jun 6, 2025 | $1.42 |
VOD | Ex-Dividend | Jun 6, 2025 | $0.25 |
AMGN | Pay Day | Jun 6, 2025 | $2.38 |
JNJ | Pay Day | Jun 10, 2025 | $1.30 |
LLY | Pay Day | Jun 10, 2025 | $1.50 |
NVDA | Ex-Dividend | Jun 11, 2025 | $0.01 |
MSFT | Pay Day | Jun 12, 2025 | $0.83 |
BABA | Ex-Dividend | Jun 12, 2025 | $0.95 |
KO | Ex-Dividend | Jun 13, 2025 | $0.51 |
ULVR.L | Pay Day | Jun 13, 2025 | $0.52 |
O | Pay Day | Jun 13, 2025 | $0.27 |
GPN | Ex-Dividend | Jun 13, 2025 | $0.25 |
MO | Ex-Dividend | Jun 16, 2025 | $1.02 |
B | Pay Day | Jun 16, 2025 | $0.10 |
VLO | Pay Day | Jun 18, 2025 | $1.13 |
DIS | Ex-Dividend | Jun 24, 2025 | $0.50 |
VNA.DE | Pay Day | Jun 25, 2025 | $1.38 |
BATS.L | Ex-Dividend | Jun 26, 2025 | $0.76 |
GPN | Pay Day | Jun 27, 2025 | $0.25 |
PEP | Pay Day | Jun 30, 2025 | $1.42 |
3323.HK | Pay Day | Jun 30, 2025 | $0.02 |
KO | Pay Day | Jul 1, 2025 | $0.51 |
NVDA | Pay Day | Jul 3, 2025 | $0.01 |
BABA | Pay Day | Jul 10, 2025 | $0.95 |
MO | Pay Day | Jul 10, 2025 | $1.02 |
DIS | Pay Day | Jul 23, 2025 | $0.50 |
VOD | Pay Day | Aug 1, 2025 | $0.25 |
BATS.L | Pay Day | Aug 1, 2025 | $0.76 |
SIMO | Ex-Dividend | Aug 7, 2025 | $0.50 |
SIMO | Pay Day | Aug 21, 2025 | $0.50 |
KRBN | Pay Day | Dec 18, 2025 | $0.00 |
Performance Metrics
Score 3.7/10
Beta
0.93
0.93
0
0.8
1.2
0
2
Sharpe Ratio
0.26
0.26
0
0.5
1
1.5
1.5
Sortino Ratio
0.46
0.46
0
1
2
3
3
Jensen's Alpha
-1.49
-1.49
-2
0
2
4.5
4.5
Omega Ratio
0.94
0.94
0
1
1.5
2.5
2.5
Treynor Ratio
0.72
0.72
0
0.75
1.25
2
2
Information Ratio
-0.09
-0.09
-1
0.3
0.6
1
1
Calmar Ratio
0.16
0.16
0
0.3
0.6
1
1
Beta
0.93
0.93
0
0.8
1.2
0
2
Sharpe Ratio
0.26
0.26
0
0.5
1
1.5
1.5
Sortino Ratio
0.46
0.46
0
1
2
3
3
Jensen's Alpha
-1.49
-1.49
-2
0
2
4.5
4.5
Omega Ratio
0.94
0.94
0
1
1.5
2.5
2.5
Treynor Ratio
0.72
0.72
0
0.75
1.25
2
2
Information Ratio
-0.09
-0.09
-1
0.3
0.6
1
1
Calmar Ratio
0.16
0.16
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
32.69
High:
TSLA
189.33TSLALow:
VNA.DE
-33.61VNA.DEDetails
PEG Ratio
287.27
High:
KO
10,164.11KOLow:
NIO
-55.24NIODetails
Price/Book
6.01
High:
LLY
45.15LLYLow:
BA
-48.27BADetails
Price/Sales
5.39
High:
MSTR
216.35MSTRLow:
DMKPQ
-DMKPQDetails
Price/CF
18.11
High:MSTR
7,511.07MSTRLow:
3323.HK
1.533323.HKDetails
Price/FCF
33.9
High:
PEP
5,253.35PEPLow:
VOD
2.7VODDetails
P/E Ratio
32.69
High:TSLA
189.33TSLALow:VNA.DE
-33.61VNA.DEDetails
PEG Ratio
287.27
High:KO
10,164.11KOLow:NIO
-55.24NIODetails
Price/Book
6.01
High:LLY
45.15LLYLow:BA
-48.27BADetails
Price/Sales
5.39
High:MSTR
216.35MSTRLow:DMKPQ
-DMKPQDetails
Price/CF
18.11
High:MSTR
7,511.07MSTRLow:3323.HK
1.533323.HKDetails
Price/FCF
33.9
High:PEP
5,253.35PEPLow:VOD
2.7VODDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-39.51% | Oct 2018 | Jan 2021 | 27 |
-36.66% | Sep 2021 | Nov 2024 | 38 |
-19.42% | Dec 2024 | - | 7 |
-9.58% | Aug 2018 | Sep 2018 | 1 |
-7.23% | May 2021 | Aug 2021 | 3 |