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+1.39%
Today
+1.26%
This Month
+7%
Year To Date
+37.08%
2 Years
+101.67%
5 Years
+26.57%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies38.46%
- 🪨 Non Energy Minerals16.49%
- 💻 Electronic Technology10.67%
- 💰 Finance9.5%
- 📊 ETFs7.11%
- 🏭 Industrial Services4.6%
- 🍞 Consumer Non Durables4.33%
- 🚗 Consumer Durables3.15%
- 🛍️ Retail Trade2.24%
- 💵 Cash2.01%
- 🚚 Transportation1.57%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE40.22%
- 🌍 Digital Currency38.46%
- 🇺🇸 Nasdaq13.75%
- 🇭🇰 Hong Kong Exchanges2.21%
- 🇬🇧 LSE1.91%
- 🇳🇴 Oslo Stock Exchange1.57%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States37.32%
- 🇬🇧 United Kingdom5.69%
- 🇨🇦 Canada3.21%
- 🇨🇳 China2.21%
- 🇳🇴 Norway1.57%
- 🇧🇪 Belgium1.39%
- 🇦🇺 Australia0.82%
- 🇧🇷 Brazil0.33%
Dividends
Dividend Yield
1.19%
20 out of 46 instruments pay dividend.
6 dividend payments in the next 30 days.
Highest Dividend: $VALE (7.9%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 SWBI | 0.26% | 5.34% | $0.48 |
 NEM | 0.18% | 1.9% | $1.3 |
 AMT | 0.11% | 3.12% | $6.56 |
 2333.HK | 0.09% | 4.01% | $0.33 |
 F | 0.07% | 7.32% | $0.78 |
 B | 0.06% | 1.95% | $0.4 |
 KO | 0.05% | 2.8% | $1.89 |
 C | 0.05% | 2.87% | $2.12 |
 FL | 0.04% | 1.89% | $1.6 |
 BHP.L | 0.04% | 5.15% | $1.26 |
 QCOM | 0.04% | 2.3% | $3.25 |
 ULVR.L | 0.04% | 3.25% | $1.47 |
 TIP | 0.03% | 3.02% | - |
 SCCO | 0.03% | 2.76% | $3.76 |
 VALE | 0.03% | 7.9% | $1.33 |
 BAC | 0.03% | 2.32% | $0.96 |
 FCX | 0.02% | 1.44% | $0.6 |
 BUD | 0.02% | 1.19% | $0.65 |
 MU | 0.01% | 0.42% | $0.46 |
 SPY | -0.01% | -1.29% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
KO | Ex-Dividend | Jun 13, 2025 | $0.51 |
AMT | Ex-Dividend | Jun 13, 2025 | $1.70 |
ULVR.L | Pay Day | Jun 13, 2025 | $0.52 |
B | Pay Day | Jun 16, 2025 | $0.10 |
NEM | Pay Day | Jun 20, 2025 | $0.25 |
QCOM | Pay Day | Jun 26, 2025 | $0.89 |
BAC | Pay Day | Jun 27, 2025 | $0.26 |
KO | Pay Day | Jul 1, 2025 | $0.51 |
2333.HK | Ex-Dividend | Jul 8, 2025 | $0.06 |
AMT | Pay Day | Jul 11, 2025 | $1.70 |
2333.HK | Pay Day | Aug 8, 2025 | $0.06 |
Performance Metrics
Score 7.7/10
Beta
1.06
1.06
0
0.8
1.2
0
2
Sharpe Ratio
0.79
0.79
0
0.5
1
1.5
1.5
Sortino Ratio
1.59
1.59
0
1
2
3
3
Jensen's Alpha
16.06
16.06
-2
0
2
17
17
Omega Ratio
1.65
1.65
0
1
1.5
2.5
2.5
Treynor Ratio
2.1
2.1
0
0.75
1.25
3
3
Information Ratio
0.56
0.56
0
0.3
0.6
1
1
Calmar Ratio
1.02
1.02
0
0.3
0.6
2
2
Beta
1.06
1.06
0
0.8
1.2
0
2
Sharpe Ratio
0.79
0.79
0
0.5
1
1.5
1.5
Sortino Ratio
1.59
1.59
0
1
2
3
3
Jensen's Alpha
16.06
16.06
-2
0
2
17
17
Omega Ratio
1.65
1.65
0
1
1.5
2.5
2.5
Treynor Ratio
2.1
2.1
0
0.75
1.25
3
3
Information Ratio
0.56
0.56
0
0.3
0.6
1
1
Calmar Ratio
1.02
1.02
0
0.3
0.6
2
2
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
19.47
High:
AMD
84.8AMDLow:
IHS
-41.47IHSDetails
PEG Ratio
519.33
High:
KO
10,128.43KOLow:IHS
-42.02IHSDetails
Price/Book
2.42
High:
AMT
28.63AMTLow:IHS
-5.42IHSDetails
Price/Sales
2.55
High:AMT
9.62AMTLow:
F
0.22FDetails
Price/CF
10.89
High:KO
282.33KOLow:
NAS.OL
1.69NAS.OLDetails
Price/FCF
26.39
High:
MU
1,171.75MULow:NAS.OL
3.99NAS.OLDetails
P/E Ratio
19.47
High:AMD
84.8AMDLow:IHS
-41.47IHSDetails
PEG Ratio
519.33
High:KO
10,128.43KOLow:IHS
-42.02IHSDetails
Price/Book
2.42
High:AMT
28.63AMTLow:IHS
-5.42IHSDetails
Price/Sales
2.55
High:AMT
9.62AMTLow:F
0.22FDetails
Price/CF
10.89
High:KO
282.33KOLow:NAS.OL
1.69NAS.OLDetails
Price/FCF
26.39
High:MU
1,171.75MULow:NAS.OL
3.99NAS.OLDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-26.29% | May 2021 | Dec 2023 | 31 |
-24% | Feb 2020 | May 2020 | 3 |
-14.5% | Dec 2024 | - | 7 |
-10.2% | Apr 2024 | Nov 2024 | 7 |
-6.6% | Jan 2024 | Feb 2024 | 1 |
-3.79% | Feb 2021 | Apr 2021 | 2 |