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+2.84%
This Month
-7.86%
Year To Date
+33.03%
2 Years
+2.18%
5 Years
+109.42%
10 Years
+14.38%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies28.53%
- 🖥️ Technology Services26.9%
- 💰 Finance14.33%
- 💻 Electronic Technology5.94%
- 💵 Cash5.24%
- 🛍️ Retail Trade4.96%
- 🍞 Consumer Non Durables3.85%
- 💼 Commercial Services2.86%
- 🚗 Consumer Durables2.64%
- 💇♀️ Consumer Services1.26%
- 📡 Communications0.62%
- 🚚 Transportation0.52%
- 🛠️ Producer Manufacturing0.49%
- 🧪 Process Industries0.21%
- 🏥 Health Services0.1%
- 🧬 Health Technology0.1%
- 🪨 Non Energy Minerals0.08%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq42.68%
- 🌍 Digital Currency28.53%
- 🇺🇸 NYSE21.28%
- 🇳🇴 Oslo Stock Exchange0.6%
- 🇭🇰 Hong Kong Exchanges0.17%
- 🇬🇧 LSE0.13%
- 🇩🇪 FRA0.01%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States53.99%
- 🇨🇳 China3.54%
- 🇨🇦 Canada2.31%
- 🇮🇪 Ireland1.99%
- 🇮🇱 Israel1.16%
- 🇱🇺 Luxembourg1.03%
- 🇳🇴 Norway0.6%
- 🇬🇧 United Kingdom0.23%
- 🇩🇪 Germany0.01%
Dividends
Dividend Yield
0.77%
26 out of 79 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $WDI.DE (2352.94%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 WDI.DE | 0.33% | 2352.94% | $0.2 |
 PM | 0.05% | 3.3% | $5.2 |
 KO | 0.05% | 2.65% | $1.89 |
 AXP | 0.05% | 1.14% | $2.6 |
 CINF | 0.04% | 2.16% | $3.12 |
 WFC | 0.04% | 2.32% | $1.4 |
 NAS.OL | 0.03% | 6.12% | - |
 T | 0.02% | 4.01% | $1.11 |
 CME | 0.02% | 3.6% | $9.75 |
 PEP | 0.02% | 3.61% | $5.15 |
 META | 0.01% | 0.34% | $1 |
 BABA | 0.01% | 0.75% | $0.98 |
 V | 0.01% | 0.81% | $2.01 |
 MSFT | 0.01% | 0.89% | $3 |
 MA | 0.01% | 0.64% | $2.46 |
 JD.US | 0.01% | 3.44% | $0.74 |
 DIS | 0.01% | 1.52% | $0.75 |
 GOOG | 0.01% | 0.28% | $0.2 |
 AAPL | 0.01% | 0.41% | $0.97 |
 CRM | 0.01% | 0.85% | $0.4 |
 VRSN | 0.01% | 1.3% | - |
 CARR | 0% | 1.66% | $0.76 |
 PYPL | 0% | 0.62% | - |
 AZN | 0% | 1.68% | $1.42 |
 VRSK | 0% | 0.92% | $1.46 |
 01211.HK | 0% | 1.39% | $3.41 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 4.4/10
Beta
1.09
1.09
0
0.8
1.2
0
2
Sharpe Ratio
0.44
0.44
0
0.5
1
1.5
1.5
Sortino Ratio
0.79
0.79
0
1
2
3
3
Jensen's Alpha
-0.54
-0.54
-2
0
2
4.5
4.5
Omega Ratio
1.02
1.02
0
1
1.5
2.5
2.5
Treynor Ratio
1.05
1.05
0
0.75
1.25
2
2
Information Ratio
0.02
0.02
0
0.3
0.6
1
1
Calmar Ratio
0.21
0.21
0
0.3
0.6
1
1
Beta
1.09
1.09
0
0.8
1.2
0
2
Sharpe Ratio
0.44
0.44
0
0.5
1
1.5
1.5
Sortino Ratio
0.79
0.79
0
1
2
3
3
Jensen's Alpha
-0.54
-0.54
-2
0
2
4.5
4.5
Omega Ratio
1.02
1.02
0
1
1.5
2.5
2.5
Treynor Ratio
1.05
1.05
0
0.75
1.25
2
2
Information Ratio
0.02
0.02
0
0.3
0.6
1
1
Calmar Ratio
0.21
0.21
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
30.01
High:
TSLA
363.57TSLALow:
INTC
-558.85INTCDetails
PEG Ratio
100.92
High:V
540.92VLow:INTC
-569.08INTCDetails
Price/Book
7.38
High:VRSK
90.12VRSKLow:PM
-27.2PMDetails
Price/Sales
7.19
High:
PLTR
86.8PLTRLow:
DMKPQ
-DMKPQDetails
Price/CF
23.96
High:PLTR
214.31PLTRLow:
IDEXQ
0.73IDEXQDetails
Price/FCF
51.22
High:PEP
5,797.72PEPLow:IDEXQ
0.76IDEXQDetails
P/E Ratio
30.01
High:TSLA
363.57TSLALow:INTC
-558.85INTCDetails
PEG Ratio
100.92
High:V
540.92VLow:INTC
-569.08INTCDetails
Price/Book
7.38
High:VRSK
90.12VRSKLow:PM
-27.2PMDetails
Price/Sales
7.19
High:PLTR
86.8PLTRLow:DMKPQ
-DMKPQDetails
Price/CF
23.96
High:PLTR
214.31PLTRLow:IDEXQ
0.73IDEXQDetails
Price/FCF
51.22
High:PEP
5,797.72PEPLow:IDEXQ
0.76IDEXQDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-59.52% | Sep 2021 | Sep 2025 | 48 |
-22.91% | Oct 2025 | - | 6 |
-6.87% | Sep 2020 | Nov 2020 | 2 |
-6.22% | May 2021 | Aug 2021 | 3 |
-2.94% | Jun 2020 | Jul 2020 | 1 |