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0%
This Month
+12.64%
Year To Date
+67.7%
2 Years
+133.13%
5 Years
+83.48%
10 Years
+9.06%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies45.64%
- 🍞 Consumer Non Durables9.31%
- 🪨 Non Energy Minerals7.6%
- 💻 Electronic Technology5.84%
- 📡 Communications5.51%
- 🛍️ Retail Trade4.61%
- 🖥️ Technology Services4.42%
- 📊 ETFs3.88%
- 🧬 Health Technology3.21%
- 💇♀️ Consumer Services3.08%
- 🚗 Consumer Durables2.32%
- 💰 Finance2.15%
- 💼 Commercial Services1.09%
- ⛏️ Energy Minerals0.86%
- 💵 Cash0.32%
- 🛠️ Producer Manufacturing0.08%
- 🧪 Process Industries0.06%
- 🚚 Transportation0.01%
- ❓ Other0%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency45.64%
- 🇺🇸 NYSE26.65%
- 🇺🇸 Nasdaq15.25%
- 🇬🇧 LSE4.73%
- 🇩🇪 FRA2.96%
- 🇭🇰 Hong Kong Exchanges2.3%
- 🇨🇭 SIX1.35%
- 🇺🇸 Chicago Board Options Exchange0.42%
- 🇫🇷 Euronext Paris0.37%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States22.82%
- 🇨🇳 China8.23%
- 🇨🇦 Canada6.81%
- 🇬🇧 United Kingdom5.63%
- 🇩🇪 Germany2.96%
- 🇨🇭 Switzerland1.35%
- 🇩🇰 Denmark0.99%
- 🇪🇸 Spain0.4%
- 🇳🇱 Netherlands0.38%
- 🇫🇷 France0.37%
- 🇭🇰 Hong Kong0.21%
Dividends
Dividend Yield
1.15%
44 out of 93 instruments pay dividend.
11 dividend payments in the next 30 days.
Highest Dividend: $SQQQ (11.77%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 BATS.L | 0.18% | 5.89% | $2.36 |
 B | 0.11% | 1.71% | $0.4 |
 T | 0.11% | 3.83% | $1.11 |
 MO | 0.06% | 6.14% | $3.92 |
 O | 0.06% | 5.54% | $3.09 |
 NESN.ZU | 0.05% | 4.06% | $3 |
 DTE.DE | 0.04% | 2.86% | $0.77 |
 PEP | 0.04% | 3.68% | $5.15 |
 VOD | 0.04% | 4.04% | $0.94 |
 3323.HK | 0.03% | 3.25% | $0.25 |
 JD.US | 0.03% | 3.16% | $0.74 |
 AMGN | 0.03% | 3.29% | $8.76 |
 TLT | 0.03% | 4.3% | - |
 VNA.DE | 0.03% | 4.72% | $0.9 |
 ULVR.L | 0.03% | 3.23% | $1.47 |
 DIS | 0.03% | 0.85% | $0.75 |
 BABA | 0.02% | 0.75% | $0.98 |
 DIV | 0.02% | 6.3% | - |
 NVO | 0.02% | 2.2% | $0.98 |
 PG | 0.02% | 2.61% | $3.83 |
 TEF | 0.02% | 4.53% | $0.24 |
 P911.DE | 0.02% | 5.19% | $2.31 |
 TIP | 0.01% | 2.47% | - |
 KO | 0.01% | 2.92% | $1.89 |
 BND | 0.01% | 3.73% | - |
 JNJ | 0.01% | 2.86% | $4.81 |
 0700.HK | 0.01% | 0.75% | $3.4 |
 MC.PA | 0.01% | 2.53% | $13 |
 VTIP | 0.01% | 2.74% | - |
 EQT | 0.01% | 1.2% | $0.62 |
 KRBN | 0.01% | 7.02% | - |
 VLO | 0.01% | 2.91% | $4.18 |
 SIMO | 0.01% | 2.53% | $1.49 |
 LLY | 0% | 0.79% | $4.86 |
 ADS.DE | 0% | 1.22% | $0.7 |
 SQQQ | 0% | 11.77% | - |
 MSFT | 0% | 0.66% | $3 |
 V | 0% | 0.68% | $2.01 |
 YINN | 0% | 1.73% | - |
 GPN | 0% | 1.15% | $1 |
 WMT | 0% | 0.96% | $0.81 |
 BAYN.DE | 0% | 0.4% | $0.11 |
 GE | 0% | 0.47% | $0.44 |
 NVDA | 0% | 0.02% | $0.02 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
PEP | Ex-Dividend | Sep 5, 2025 | $1.42 |
JNJ | Pay Day | Sep 9, 2025 | $1.30 |
LLY | Pay Day | Sep 10, 2025 | $1.50 |
MSFT | Pay Day | Sep 11, 2025 | $0.83 |
NVDA | Ex-Dividend | Sep 11, 2025 | $0.01 |
AMGN | Pay Day | Sep 12, 2025 | $2.38 |
ULVR.L | Pay Day | Sep 12, 2025 | $0.52 |
GPN | Ex-Dividend | Sep 12, 2025 | $0.25 |
KO | Ex-Dividend | Sep 15, 2025 | $0.51 |
MO | Ex-Dividend | Sep 15, 2025 | $1.06 |
B | Pay Day | Sep 15, 2025 | $0.15 |
O | Pay Day | Sep 15, 2025 | $0.27 |
GPN | Pay Day | Sep 26, 2025 | $0.25 |
PEP | Pay Day | Sep 30, 2025 | $1.42 |
KO | Pay Day | Oct 1, 2025 | $0.51 |
NVDA | Pay Day | Oct 2, 2025 | $0.01 |
BATS.L | Ex-Dividend | Oct 2, 2025 | $0.76 |
MO | Pay Day | Oct 10, 2025 | $1.06 |
BATS.L | Pay Day | Nov 7, 2025 | $0.76 |
MC.PA | Ex-Dividend | Dec 2, 2025 | $6.47 |
MC.PA | Pay Day | Dec 4, 2025 | $6.47 |
WMT | Ex-Dividend | Dec 12, 2025 | $0.24 |
KRBN | Pay Day | Dec 18, 2025 | $0.00 |
WMT | Pay Day | Jan 5, 2026 | $0.24 |
Performance Metrics
Score 4.3/10
Beta
0.94
0.94
0
0.8
1.2
0
2
Sharpe Ratio
0.34
0.34
0
0.5
1
1.5
1.5
Sortino Ratio
0.6
0.6
0
1
2
3
3
Jensen's Alpha
-0.2
-0.2
-2
0
2
4.5
4.5
Omega Ratio
0.97
0.97
0
1
1.5
2.5
2.5
Treynor Ratio
0.92
0.92
0
0.75
1.25
2
2
Information Ratio
-0.04
-0.04
-1
0.3
0.6
1
1
Calmar Ratio
0.22
0.22
0
0.3
0.6
1
1
Beta
0.94
0.94
0
0.8
1.2
0
2
Sharpe Ratio
0.34
0.34
0
0.5
1
1.5
1.5
Sortino Ratio
0.6
0.6
0
1
2
3
3
Jensen's Alpha
-0.2
-0.2
-2
0
2
4.5
4.5
Omega Ratio
0.97
0.97
0
1
1.5
2.5
2.5
Treynor Ratio
0.92
0.92
0
0.75
1.25
2
2
Information Ratio
-0.04
-0.04
-1
0.3
0.6
1
1
Calmar Ratio
0.22
0.22
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
34.17
High:
TSLA
193.35TSLALow:
ACB
-22.57ACBDetails
PEG Ratio
198.95
High:
SIMO
2,275.69SIMOLow:
NIO
-99.78NIODetails
Price/Book
6.71
High:
NVDA
42.35NVDALow:NIO
-245.57NIODetails
Price/Sales
5.74
High:
MSTR
221.89MSTRLow:
DMKPQ
-DMKPQDetails
Price/CF
21.22
High:MSTR
7,511.07MSTRLow:
3323.HK
1.563323.HKDetails
Price/FCF
44.09
High:
PEP
5,253.35PEPLow:
VOD
2.89VODDetails
P/E Ratio
34.17
High:TSLA
193.35TSLALow:ACB
-22.57ACBDetails
PEG Ratio
198.95
High:SIMO
2,275.69SIMOLow:NIO
-99.78NIODetails
Price/Book
6.71
High:NVDA
42.35NVDALow:NIO
-245.57NIODetails
Price/Sales
5.74
High:MSTR
221.89MSTRLow:DMKPQ
-DMKPQDetails
Price/CF
21.22
High:MSTR
7,511.07MSTRLow:3323.HK
1.563323.HKDetails
Price/FCF
44.09
High:PEP
5,253.35PEPLow:VOD
2.89VODDetails
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 | Aug 2025 | 8 |
-9.58% | Aug 2018 | Sep 2018 | 1 |
-7.23% | May 2021 | Aug 2021 | 3 |