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+0.85%
Today
+18.34%
This Month
+10.55%
Year To Date
+48.8%
2 Years
+121.29%
5 Years
+9.13%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies47.57%
- 🍞 Consumer Non Durables7.45%
- 🪨 Non Energy Minerals5.99%
- 💻 Electronic Technology5.88%
- 📡 Communications5.1%
- 🛍️ Retail Trade4.42%
- 🖥️ Technology Services3.96%
- 📊 ETFs3.9%
- 💵 Cash3.73%
- 💇♀️ Consumer Services3.27%
- 🧬 Health Technology2.38%
- 💰 Finance2.22%
- 🚗 Consumer Durables1.75%
- 💼 Commercial Services1.17%
- ⛏️ Energy Minerals0.95%
- 🛠️ Producer Manufacturing0.08%
- 🧪 Process Industries0.04%
- 🚚 Transportation0.02%
- ❓ Other0%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency47.57%
- 🇺🇸 NYSE23.82%
- 🇺🇸 Nasdaq14.15%
- 🇬🇧 LSE4.6%
- 🇩🇪 FRA2.32%
- 🇭🇰 Hong Kong Exchanges1.99%
- 🇨🇭 SIX1.24%
- 🇺🇸 Chicago Board Options Exchange0.46%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States21.91%
- 🇨🇳 China7.61%
- 🇨🇦 Canada5.33%
- 🇬🇧 United Kingdom5.29%
- 🇩🇪 Germany2.32%
- 🇨🇭 Switzerland1.24%
- 🇪🇸 Spain0.4%
- 🇩🇰 Denmark0.28%
- 🇭🇰 Hong Kong0.2%
- 🇳🇱 Netherlands0.11%
Dividends
Dividend Yield
1.05%
41 out of 90 instruments pay dividend.
6 dividend payments in the next 30 days.
Highest Dividend: $SQQQ (12.03%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 BATS.L | 0.19% | 6.32% | $2.36 |
 T | 0.11% | 4.12% | $1.11 |
 B | 0.1% | 1.86% | $0.4 |
 MO | 0.06% | 7.03% | $3.92 |
 O | 0.06% | 5.64% | $3.09 |
 NESN.ZU | 0.05% | 3.93% | $3 |
 DTE.DE | 0.04% | 2.96% | $0.77 |
 3323.HK | 0.03% | 3.91% | $0.25 |
 JD.US | 0.03% | 2.89% | $0.74 |
 TLT | 0.03% | 4.39% | - |
 VOD | 0.03% | 4.2% | $0.94 |
 VNA.DE | 0.03% | 4.35% | $0.9 |
 ULVR.L | 0.03% | 3.39% | $1.47 |
 DIS | 0.03% | 0.82% | $0.75 |
 BABA | 0.03% | 0.86% | $0.98 |
 AMGN | 0.02% | 3.14% | $8.76 |
 DIV | 0.02% | 6.13% | - |
 PG | 0.02% | 2.66% | $3.83 |
 TEF | 0.02% | 4.7% | $0.24 |
 TIP | 0.02% | 2.9% | - |
 KO | 0.01% | 2.88% | $1.89 |
 PEP | 0.01% | 3.83% | $5.15 |
 JNJ | 0.01% | 3.1% | $4.81 |
 BND | 0.01% | 3.75% | - |
 0700.HK | 0.01% | 0.87% | $3.4 |
 VTIP | 0.01% | 2.76% | - |
 EQT | 0.01% | 1.06% | $0.62 |
 KRBN | 0.01% | 7.2% | - |
 VLO | 0.01% | 3.01% | $4.18 |
 SIMO | 0.01% | 2.71% | $1.49 |
 NVO | 0.01% | 1.84% | $0.98 |
 LLY | 0.01% | 0.75% | $4.86 |
 SQQQ | 0% | 12.03% | - |
 MSFT | 0% | 0.65% | $3 |
 V | 0% | 0.66% | $2.01 |
 YINN | 0% | 1.64% | - |
 GPN | 0% | 1.22% | $1 |
 WMT | 0% | 0.99% | $0.81 |
 BAYN.DE | 0% | 0.4% | $0.11 |
 GE | 0% | 0.49% | $0.44 |
 NVDA | 0% | 0.02% | $0.02 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
DIS | Pay Day | Jul 23, 2025 | $0.50 |
GE | Pay Day | Jul 25, 2025 | $0.36 |
VLO | Ex-Dividend | Jul 31, 2025 | $1.13 |
T | Pay Day | Aug 1, 2025 | $0.28 |
VOD | Pay Day | Aug 1, 2025 | $0.25 |
O | Ex-Dividend | Aug 1, 2025 | $0.27 |
EQT | Ex-Dividend | Aug 6, 2025 | $0.16 |
SIMO | Ex-Dividend | Aug 7, 2025 | $0.50 |
PG | Pay Day | Aug 15, 2025 | $1.06 |
WMT | Ex-Dividend | Aug 15, 2025 | $0.24 |
LLY | Ex-Dividend | Aug 15, 2025 | $1.50 |
O | Pay Day | Aug 15, 2025 | $0.27 |
MSFT | Ex-Dividend | Aug 21, 2025 | $0.83 |
SIMO | Pay Day | Aug 21, 2025 | $0.50 |
JNJ | Ex-Dividend | Aug 26, 2025 | $1.30 |
WMT | Pay Day | Sep 2, 2025 | $0.24 |
VLO | Pay Day | Sep 2, 2025 | $1.13 |
EQT | Pay Day | Sep 2, 2025 | $0.16 |
JNJ | Pay Day | Sep 9, 2025 | $1.30 |
LLY | Pay Day | Sep 10, 2025 | $1.50 |
MSFT | Pay Day | Sep 11, 2025 | $0.83 |
KO | Ex-Dividend | Sep 15, 2025 | $0.51 |
KO | Pay Day | Oct 1, 2025 | $0.51 |
BATS.L | Ex-Dividend | Oct 2, 2025 | $0.76 |
BATS.L | Pay Day | Nov 7, 2025 | $0.76 |
KRBN | Pay Day | Dec 18, 2025 | $2.08 |
Performance Metrics
Score 3.5/10
Beta
0.9
0.9
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
-1.86
-1.86
-2
0
2
4.5
4.5
Omega Ratio
0.91
0.91
0
1
1.5
2.5
2.5
Treynor Ratio
0.73
0.73
0
0.75
1.25
2
2
Information Ratio
-0.11
-0.11
-1
0.3
0.6
1
1
Calmar Ratio
0.16
0.16
0
0.3
0.6
1
1
Beta
0.9
0.9
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
-1.86
-1.86
-2
0
2
4.5
4.5
Omega Ratio
0.91
0.91
0
1
1.5
2.5
2.5
Treynor Ratio
0.73
0.73
0
0.75
1.25
2
2
Information Ratio
-0.11
-0.11
-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
37.88
High:
TSLA
181.29TSLALow:
VNA.DE
-32.42VNA.DEDetails
PEG Ratio
283.38
High:
KO
9,978.59KOLow:
NIO
-68.73NIODetails
Price/Book
7.05
High:
NVDA
50.15NVDALow:NIO
-168.98NIODetails
Price/Sales
6.09
High:
MSTR
236.34MSTRLow:
DMKPQ
-DMKPQDetails
Price/CF
19.85
High:MSTR
7,511.07MSTRLow:
3323.HK
1.533323.HKDetails
Price/FCF
36.16
High:
PEP
5,253.35PEPLow:
VOD
2.89VODDetails
P/E Ratio
37.88
High:TSLA
181.29TSLALow:VNA.DE
-32.42VNA.DEDetails
PEG Ratio
283.38
High:KO
9,978.59KOLow:NIO
-68.73NIODetails
Price/Book
7.05
High:NVDA
50.15NVDALow:NIO
-168.98NIODetails
Price/Sales
6.09
High:MSTR
236.34MSTRLow:DMKPQ
-DMKPQDetails
Price/CF
19.85
High:MSTR
7,511.07MSTRLow:3323.HK
1.533323.HKDetails
Price/FCF
36.16
High:PEP
5,253.35PEPLow:VOD
2.89VODDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-39.51% | Oct 2018 | Jan 2021 | 27 |
-34.84% | Sep 2021 | Nov 2024 | 38 |
-19.42% | Dec 2024 | - | 8 |
-9.58% | Aug 2018 | Sep 2018 | 1 |
-6.98% | May 2021 | Aug 2021 | 3 |