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+0.8%
Today
-4.2%
This Month
-15.01%
Year To Date
+21%
2 Years
+93.94%
5 Years
+5.06%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies43.35%
- 🍞 Consumer Non Durables9.48%
- 🪨 Non Energy Minerals8.8%
- 📡 Communications6.61%
- 📊 ETFs5.34%
- 🛍️ Retail Trade5.16%
- 🖥️ Technology Services4.36%
- 💻 Electronic Technology3.95%
- 💇♀️ Consumer Services3.21%
- 🧬 Health Technology3%
- 💰 Finance1.79%
- 🚗 Consumer Durables1.76%
- 💼 Commercial Services1.74%
- ⛏️ Energy Minerals1.05%
- 💵 Cash0.19%
- 🛠️ Producer Manufacturing0.06%
- 🧪 Process Industries0.04%
- 🚚 Transportation0.02%
- ❓ Other0%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency43.35%
- 🇺🇸 NYSE29.68%
- 🇺🇸 Nasdaq13.29%
- 🇬🇧 LSE5.25%
- 🇩🇪 FRA3.51%
- 🇭🇰 Hong Kong Exchanges2.36%
- 🇨🇭 SIX1.81%
- 🇺🇸 Chicago Board Options Exchange0.48%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States21.6%
- 🇨🇳 China9.2%
- 🇨🇦 Canada7.95%
- 🇬🇧 United Kingdom6.02%
- 🇩🇪 Germany3.51%
- 🇨🇭 Switzerland1.81%
- 🇪🇸 Spain0.49%
- 🇩🇰 Denmark0.33%
- 🇭🇰 Hong Kong0.14%
Dividends
Dividend Yield
1.39%
40 out of 90 instruments pay dividend.
6 dividend payments in the next 30 days.
Highest Dividend: $WDI.DE (1212.12%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 BATS.L | 0.24% | 7.62% | $2.36 |
 GOLD.BARRICK | 0.15% | 1.91% | $0.4 |
 T | 0.14% | 4.09% | $1.11 |
 MO | 0.08% | 6.95% | $3.92 |
 NESN.ZU | 0.06% | 3.47% | $3 |
 VOD | 0.06% | 7.48% | $0.94 |
 DTE.DE | 0.05% | 2.83% | $0.77 |
 O | 0.05% | 5.42% | $3.09 |
 3323.HK | 0.04% | 4.21% | $0.25 |
 JD.US | 0.04% | 2.82% | $0.74 |
 TLT | 0.04% | 4.12% | - |
 DIS | 0.04% | 1.18% | $0.75 |
 ULVR.L | 0.04% | 3.09% | $1.47 |
 BABA | 0.03% | 0.9% | $0.98 |
 AMGN | 0.03% | 3.34% | $8.76 |
 VNA.DE | 0.03% | 3.16% | $0.9 |
 PAH3.DE | 0.03% | 5.68% | $2.56 |
 PG | 0.03% | 2.39% | $3.83 |
 DIV | 0.03% | 5.52% | - |
 TEF | 0.02% | 4.83% | $0.24 |
 TIP | 0.02% | 2.42% | - |
 KO | 0.02% | 2.69% | $1.89 |
 PEP | 0.02% | 3.79% | $5.15 |
 JNJ | 0.01% | 3.19% | $4.81 |
 BND | 0.01% | 3.65% | - |
 0700.HK | 0.01% | 0.98% | $3.4 |
 VTIP | 0.01% | 2.62% | - |
 EQT | 0.01% | 1.24% | $0.62 |
 SIMO | 0.01% | 5.07% | $1.49 |
 VLO | 0.01% | 3.94% | $4.18 |
 SQQQ | 0.01% | 7.43% | - |
 MSFT | 0.01% | 0.88% | $3 |
 NVO | 0.01% | 2.03% | $0.98 |
 LLY | 0.01% | 0.64% | $4.86 |
 V | 0% | 0.67% | $2.01 |
 GPN | 0% | 1.44% | $1 |
 YINN | 0% | 1.38% | - |
 BAYN.DE | 0% | 0.52% | $0.11 |
 NVDA | 0% | 0.04% | $0.02 |
 WDI.DE | 0% | 1212.12% | $0.2 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
PG | Ex-Dividend | Apr 21, 2025 | $1.06 |
BAYN.DE | Ex-Dividend | Apr 28, 2025 | $0.12 |
JD.US | Pay Day | Apr 29, 2025 | $1.00 |
BAYN.DE | Pay Day | Apr 30, 2025 | $0.12 |
MO | Pay Day | Apr 30, 2025 | $1.02 |
3323.HK | Ex-Dividend | Apr 30, 2025 | $0.02 |
T | Pay Day | May 1, 2025 | $0.28 |
O | Ex-Dividend | May 1, 2025 | $0.27 |
EQT | Ex-Dividend | May 7, 2025 | $0.16 |
SIMO | Ex-Dividend | May 8, 2025 | $0.50 |
MSFT | Ex-Dividend | May 15, 2025 | $0.83 |
PG | Pay Day | May 15, 2025 | $1.06 |
O | Pay Day | May 15, 2025 | $0.27 |
AMGN | Ex-Dividend | May 16, 2025 | $2.38 |
0700.HK | Ex-Dividend | May 16, 2025 | $0.58 |
SIMO | Pay Day | May 22, 2025 | $0.50 |
JNJ | Ex-Dividend | May 27, 2025 | $1.30 |
0700.HK | Pay Day | May 30, 2025 | $0.58 |
EQT | Pay Day | Jun 2, 2025 | $0.16 |
AMGN | Pay Day | Jun 6, 2025 | $2.38 |
TIP | Pay Day | Jun 7, 2025 | $- |
JNJ | Pay Day | Jun 10, 2025 | $1.30 |
MSFT | Pay Day | Jun 12, 2025 | $0.83 |
DIS | Ex-Dividend | Jun 24, 2025 | $0.50 |
BATS.L | Ex-Dividend | Jun 26, 2025 | $0.76 |
3323.HK | Pay Day | Jun 30, 2025 | $0.02 |
SQQQ | Pay Day | Jul 3, 2025 | $- |
VTIP | Pay Day | Jul 3, 2025 | $- |
DIS | Pay Day | Jul 23, 2025 | $0.50 |
BATS.L | Pay Day | Aug 1, 2025 | $0.76 |
Performance Metrics
Score 3.5/10
Beta
0.93
0.93
0
0.8
1.2
0
2
Sharpe Ratio
0.24
0.24
0
0.5
1
1.5
1.5
Sortino Ratio
0.42
0.42
0
1
2
3
3
Jensen's Alpha
-1.66
-1.66
-2
0
2
4.5
4.5
Omega Ratio
0.93
0.93
0
1
1.5
2.5
2.5
Treynor Ratio
0.67
0.67
0
0.75
1.25
2
2
Information Ratio
-0.09
-0.09
-1
0.3
0.6
1
1
Calmar Ratio
0.14
0.14
0
0.3
0.6
1
1
Beta
0.93
0.93
0
0.8
1.2
0
2
Sharpe Ratio
0.24
0.24
0
0.5
1
1.5
1.5
Sortino Ratio
0.42
0.42
0
1
2
3
3
Jensen's Alpha
-1.66
-1.66
-2
0
2
4.5
4.5
Omega Ratio
0.93
0.93
0
1
1.5
2.5
2.5
Treynor Ratio
0.67
0.67
0
0.75
1.25
2
2
Information Ratio
-0.09
-0.09
-1
0.3
0.6
1
1
Calmar Ratio
0.14
0.14
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
26.2
High:
EQT
124.04EQTLow:
MSTR
-56.3MSTRDetails
PEG Ratio
72.92
High:
PG
541.29PGLow:
BAYN.DE
-61.25BAYN.DEDetails
Price/Book
4.31
High:
LLY
56.08LLYLow:
MO
-43.94MODetails
Price/Sales
3.82
High:MSTR
151.67MSTRLow:
DMKPQ
-DMKPQDetails
Price/CF
14.64
High:MSTR
7,511.07MSTRLow:
3323.HK
1.533323.HKDetails
Price/FCF
33.49
High:
PEP
5,253.35PEPLow:
VOD
2.7VODDetails
P/E Ratio
26.2
High:EQT
124.04EQTLow:MSTR
-56.3MSTRDetails
PEG Ratio
72.92
High:PG
541.29PGLow:BAYN.DE
-61.25BAYN.DEDetails
Price/Book
4.31
High:LLY
56.08LLYLow:MO
-43.94MODetails
Price/Sales
3.82
High:MSTR
151.67MSTRLow:DMKPQ
-DMKPQDetails
Price/CF
14.64
High:MSTR
7,511.07MSTRLow:3323.HK
1.533323.HKDetails
Price/FCF
33.49
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 |
-23.41% | Dec 2024 | - | 5 |
-9.58% | Aug 2018 | Sep 2018 | 1 |
-7.23% | May 2021 | Aug 2021 | 3 |