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+0.23%
Today
+8.13%
This Month
+4.82%
Year To Date
+178.04%
2 Years
+685.55%
5 Years
+29.9%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash68.15%
- 🪙 Cryptocurrencies51.51%
- 💰 Finance0.66%
- 🖥️ Technology Services0.28%
- 🛍️ Retail Trade0.13%
- 💻 Electronic Technology0.07%
- 💇♀️ Consumer Services0.01%
- 💼 Commercial Services0.01%
- 🚚 Transportation0.01%
- 🍞 Consumer Non Durables0%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency51.51%
- 🇺🇸 Nasdaq1.03%
- 🇺🇸 NYSE0.14%
- 🇫🇷 Euronext Paris0%
- 🇭🇰 Hong Kong Exchanges0%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States1.12%
- 🇺🇾 Uruguay0.04%
- 🇨🇳 China0.01%
- 🇫🇷 France0%
- 🇮🇪 Ireland0%
- 🇳🇱 Netherlands0%
- 🇱🇺 Luxembourg0%
Dividends
Dividend Yield
0%
18 out of 55 instruments pay dividend.
4 dividend payments in the next 30 days.
Highest Dividend: $NKE (2.51%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 MSFT | 0% | 0.71% | $3 |
 GOOG | 0% | 0.49% | $0.2 |
 JPM | 0% | 1.99% | $4.4 |
 INTC | 0% | 2.35% | $0.5 |
 AAPL | 0% | 0.49% | $0.97 |
 LUV | 0% | 2.22% | $0.72 |
 NKE | 0% | 2.51% | $1.45 |
 QCOM | 0% | 2.24% | $3.25 |
 BKNG | 0% | 0.69% | $17.5 |
 V | 0% | 0.62% | $2.01 |
 BABA | 0% | 0.82% | $0.98 |
 MA | 0% | 0.49% | $2.46 |
 DIS | 0% | 0.89% | $0.75 |
 RYAAY | 0% | 1.55% | $0.93 |
 CRM | 0% | 0.56% | $0.4 |
 MU | 0% | 0.47% | $0.46 |
 0700.HK | 0% | 0.87% | $3.4 |
 AIR.PA | 0% | 1.24% | $1.8 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
0700.HK | Pay Day | May 30, 2025 | $0.58 |
NKE | Ex-Dividend | Jun 2, 2025 | $0.40 |
V | Pay Day | Jun 2, 2025 | $0.59 |
QCOM | Ex-Dividend | Jun 5, 2025 | $0.89 |
BKNG | Ex-Dividend | Jun 6, 2025 | $9.60 |
GOOG | Ex-Dividend | Jun 9, 2025 | $0.21 |
MSFT | Pay Day | Jun 12, 2025 | $0.83 |
GOOG | Pay Day | Jun 16, 2025 | $0.21 |
LUV | Ex-Dividend | Jun 18, 2025 | $0.18 |
DIS | Ex-Dividend | Jun 24, 2025 | $0.50 |
QCOM | Pay Day | Jun 26, 2025 | $0.89 |
BKNG | Pay Day | Jun 30, 2025 | $9.60 |
NKE | Pay Day | Jul 1, 2025 | $0.40 |
JPM | Ex-Dividend | Jul 3, 2025 | $1.40 |
LUV | Pay Day | Jul 9, 2025 | $0.18 |
DIS | Pay Day | Jul 23, 2025 | $0.50 |
JPM | Pay Day | Jul 31, 2025 | $1.40 |
Performance Metrics
Score 7/10
Beta
1.37
1.37
0
0.8
1.2
0
2
Sharpe Ratio
0.71
0.71
0
0.5
1
1.5
1.5
Sortino Ratio
1.53
1.53
0
1
2
3
3
Jensen's Alpha
18.82
18.82
-2
0
2
19
19
Omega Ratio
1.6
1.6
0
1
1.5
2.5
2.5
Treynor Ratio
1.86
1.86
0
0.75
1.25
2
2
Information Ratio
0.57
0.57
0
0.3
0.6
1
1
Calmar Ratio
0.48
0.48
0
0.3
0.6
1
1
Beta
1.37
1.37
0
0.8
1.2
0
2
Sharpe Ratio
0.71
0.71
0
0.5
1
1.5
1.5
Sortino Ratio
1.53
1.53
0
1
2
3
3
Jensen's Alpha
18.82
18.82
-2
0
2
19
19
Omega Ratio
1.6
1.6
0
1
1.5
2.5
2.5
Treynor Ratio
1.86
1.86
0
0.75
1.25
2
2
Information Ratio
0.57
0.57
0
0.3
0.6
1
1
Calmar Ratio
0.48
0.48
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
28.76
High:
CPNG
196.1CPNGLow:
NET
-662.54NETDetails
PEG Ratio
513.49
High:
COIN
961.77COINLow:NET
-1,179.01NETDetails
Price/Book
8.13
High:
MA
79.27MALow:
BKNG
-28.41BKNGDetails
Price/Sales
6.18
High:NET
30.75NETLow:
UBI.PA
0.61UBI.PADetails
Price/CF
18.76
High:
MDB
153.95MDBLow:UBI.PA
2.04UBI.PADetails
Price/FCF
42.61
High:
MU
1,171.75MULow:UBI.PA
2.14UBI.PADetails
P/E Ratio
28.76
High:CPNG
196.1CPNGLow:NET
-662.54NETDetails
PEG Ratio
513.49
High:COIN
961.77COINLow:NET
-1,179.01NETDetails
Price/Book
8.13
High:MA
79.27MALow:BKNG
-28.41BKNGDetails
Price/Sales
6.18
High:NET
30.75NETLow:UBI.PA
0.61UBI.PADetails
Price/CF
18.76
High:MDB
153.95MDBLow:UBI.PA
2.04UBI.PADetails
Price/FCF
42.61
High:MU
1,171.75MULow:UBI.PA
2.14UBI.PADetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-57.51% | Nov 2021 | Feb 2024 | 27 |
-38.63% | Jan 2018 | Nov 2020 | 34 |
-20.59% | Apr 2024 | Nov 2024 | 7 |
-13.42% | May 2021 | Aug 2021 | 3 |
-12.12% | Feb 2025 | - | 4 |
-7.2% | Sep 2021 | Oct 2021 | 1 |
-5.4% | Sep 2017 | Nov 2017 | 2 |
-3.99% | Jul 2017 | Aug 2017 | 1 |
-2.65% | Dec 2024 | Jan 2025 | 1 |