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+0.26%
Today
+15.03%
This Month
+18.23%
Year To Date
+103.84%
2 Years
+253.87%
5 Years
+28.22%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies43.71%
- 🖥️ Technology Services12.02%
- 💻 Electronic Technology9.31%
- 📊 ETFs8.95%
- 🧬 Health Technology4.56%
- 🛍️ Retail Trade3.35%
- 🍞 Consumer Non Durables2.57%
- 💰 Finance1.71%
- 💇♀️ Consumer Services1.42%
- 🛠️ Producer Manufacturing1.01%
- 🧪 Process Industries0.82%
- 🚚 Transportation0.67%
- 🚗 Consumer Durables0.52%
- 💼 Commercial Services0.42%
- 💵 Cash0.34%
- 🏥 Health Services0.31%
- 🏭 Industrial Services0.22%
- 🪨 Non Energy Minerals0.11%
- ⚡ Utilities0.11%
- 📡 Communications0.08%
- 📦 Distribution Services0.08%
- 🧩 Miscellaneous0.04%
- 🌾 Commodities0.03%
- 💹 Forex0.01%
- ⛏️ Energy Minerals0.01%
- 📈 Indexes0%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency43.71%
- 🇺🇸 Nasdaq22.95%
- 🇺🇸 NYSE11.42%
- 🇬🇧 LSE8.36%
- 🇩🇪 FRA1.4%
- 🇺🇸 Chicago Board Options Exchange0.86%
- 🇭🇰 Hong Kong Exchanges0.82%
- 🇨🇭 SIX0.81%
- 🇩🇪 Xetra ETFs0.63%
- 🇫🇷 Euronext Paris0.58%
- 🇳🇱 Euronext Amsterdam0.4%
- 🇳🇴 Oslo Stock Exchange0.04%
- 🌍 Commodity0.03%
- 🇸🇪 Stockholm Stock Exchange0.02%
- 🌍 FX0.01%
- 🇪🇸 Bolsa De Madrid0.01%
- 🌍 CFD0%
- 🌍 Extended Hours Trading0%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States26.84%
- 🇨🇳 China2.55%
- 🇬🇧 United Kingdom2.05%
- 🇩🇪 Germany1.41%
- 🇨🇭 Switzerland1.03%
- 🇮🇱 Israel0.84%
- 🇸🇬 Singapore0.71%
- 🇨🇦 Canada0.68%
- 🇳🇱 Netherlands0.64%
- 🇫🇷 France0.64%
- 🇮🇪 Ireland0.56%
- 🇹🇼 Taiwan0.41%
- 🇯🇵 Japan0.18%
- 🇭🇰 Hong Kong0.14%
- 🇩🇰 Denmark0.12%
- 🇧🇷 Brazil0.11%
- 🇺🇾 Uruguay0.08%
- 🇮🇳 India0.07%
- 🇱🇺 Luxembourg0.07%
- 🇰🇷 South Korea0.05%
- 🇧🇲 Bermuda0.04%
- 🇳🇴 Norway0.04%
- 🇸🇪 Sweden0.02%
- 🇦🇹 Austria0.02%
- 🇲🇽 Mexico0.02%
- 🇪🇸 Spain0.01%
- 🇵🇦 Panama0.01%
Dividends
Dividend Yield
0.33%
221 out of 453 instruments pay dividend.
32 dividend payments in the next 30 days.
Highest Dividend: $PBR (14.81%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 NESN.ZU | 0.03% | 3.93% | $3 |
 NWG.L | 0.03% | 4.35% | $0.17 |
 BTI | 0.02% | 5.83% | $2.92 |
 PG | 0.01% | 2.66% | $3.83 |
 VOW3.DE | 0.01% | 7.05% | $9.06 |
 IIPR | 0.01% | 14.48% | $7.34 |
 IBM | 0.01% | 2.34% | $6.65 |
 MC.PA | 0.01% | 2.76% | $13 |
 CSCO | 0.01% | 2.38% | $1.58 |
 GRG.L | 0.01% | 3.99% | $0.6 |
 VALE | 0.01% | 7.65% | $1.33 |
 ZTS | 0.01% | 1.3% | $1.67 |
 QCOM | 0.01% | 2.22% | $3.25 |
 SIE.DE | 0.01% | 2.33% | $4.7 |
 INDA | 0.01% | 0.74% | - |
 YUM | 0.01% | 1.85% | $2.55 |
 BN.PA | 0.01% | 3.17% | $2.1 |
 SMG | 0.01% | 3.96% | $2.64 |
 MSFT | 0.01% | 0.65% | $3 |
 HMSO.L | 0.01% | 5.39% | $0.02 |
 FRE.DE | 0% | 2.45% | - |
 NTES | 0% | 2.02% | $2.58 |
 BABA | 0% | 0.86% | $0.98 |
 PFE | 0% | 6.99% | $1.66 |
 LIN | 0% | 1.24% | $5.33 |
 TSM | 0% | 0.95% | $1.74 |
 SAP.DE | 0% | 0.89% | $2.2 |
 DHR | 0% | 0.62% | $1.05 |
 GE | 0% | 0.49% | $0.44 |
 SYK | 0% | 0.85% | $3.15 |
 AVGO | 0% | 0.81% | $19.7 |
 JOYY | 0% | 1.72% | $0.71 |
 JD.US | 0% | 2.89% | $0.74 |
 DGE.L | 0% | 4.16% | $0.81 |
 BMY | 0% | 5.19% | $2.34 |
 URA | 0% | 2.39% | - |
 VNA.DE | 0% | 4.35% | $0.9 |
 SHL.DE | 0% | 2.06% | $0.95 |
 MU | 0% | 0.4% | $0.46 |
 META | 0% | 0.29% | $1 |
 GSK | 0% | 4.36% | $1.45 |
 JNJ | 0% | 3.1% | $4.81 |
 AMGN | 0% | 3.14% | $8.76 |
 DIS | 0% | 0.82% | $0.75 |
 VIPS | 0% | 2.91% | $0.41 |
 GILD | 0% | 2.88% | $3.04 |
 SNY | 0% | 3.31% | $1.48 |
 CRM | 0% | 0.62% | $0.4 |
 0700.HK | 0% | 0.87% | $3.4 |
 MA | 0% | 0.53% | $2.46 |
 ASML.NV | 0% | 1.02% | $6.1 |
 AAPL | 0% | 0.48% | $0.97 |
 TLT | 0% | 4.39% | - |
 ASML | 0% | 0.83% | $5.57 |
 AMAT | 0% | 0.9% | $1.44 |
 GOOG | 0% | 0.44% | $0.2 |
 AZN | 0% | 2.21% | $1.42 |
 GOOGL | 0% | 0.44% | $0.2 |
 LSEG.L | 0% | 1.2% | $1.15 |
 WB | 0% | 7.81% | - |
 ORCL | 0% | 0.73% | $1.6 |
 0968.HK | 0% | 8.9% | $0.23 |
 HD | 0% | 2.53% | $8.52 |
 BIL | 0% | 4.68% | - |
 SRLN | 0% | 8.23% | - |
 NKE | 0% | 2.17% | $1.45 |
 BKLN | 0% | 8.05% | - |
 HYS | 0% | 7.4% | - |
 EBAY | 0% | 1.43% | $1.04 |
 ATHM.CH | 0% | 6.02% | $1.68 |
 NVO | 0% | 1.84% | $0.98 |
 PEP | 0% | 3.83% | $5.15 |
 JAAA | 0% | 6.02% | - |
 EUNW.DE | 0% | 5.93% | - |
 PBR.A | 0% | 11.61% | $2.21 |
 MRK | 0% | 4% | $3.04 |
 NVDA | 0% | 0.02% | $0.02 |
 ASR | 0% | 7.42% | $5.78 |
 EA | 0% | 0.51% | $0.76 |
 3888.HK | 0% | 0.42% | $0.14 |
 LLY | 0% | 0.75% | $4.86 |
 HPE | 0% | 2.46% | $0.51 |
 0992.HK | 0% | 3.84% | $0.38 |
 SONY | 0% | 0.41% | $0.49 |
 BKNG | 0% | 0.64% | $17.5 |
 PK | 0% | 9.29% | $0.8 |
 CPA | 0% | 5.96% | $4.86 |
 823.HK | 0% | 6.46% | $2.63 |
 TXN | 0% | 2.51% | $5.14 |
 WMT | 0% | 0.99% | $0.81 |
 MDT.US | 0% | 3.14% | $2.77 |
 00763.HK | 0% | 2.57% | $0.74 |
 GLPI | 0% | 6.42% | $2.98 |
 SAN.PA | 0% | 4.71% | $3.76 |
 669.HK | 0% | 2.46% | $1.93 |
 KVUE | 0% | 3.73% | $0.8 |
 CMCSA | 0% | 3.71% | $1.2 |
 VICI | 0% | 5.26% | $1.66 |
 00388.HK | 0% | 2.16% | $8.41 |
 1299.HK | 0% | 2.56% | $1.61 |
 ROG.ZU | 0% | 3.76% | $9.6 |
 IEF | 0% | 3.71% | - |
 RVTY | 0% | 0.3% | $0.28 |
 BTRW.L | 0% | 4.56% | $0.28 |
 PAC | 0% | 4.02% | $3.79 |
 UMC | 0% | 4.97% | $0.36 |
 WF | 0% | 3.92% | $2.23 |
 CME | 0% | 3.86% | $9.75 |
 HMC | 0% | 4.03% | $0.65 |
 WDC | 0% | 0.15% | - |
 SCHD | 0% | 3.97% | - |
 HTHT | 0% | 4.73% | $0.6 |
 MTN | 0% | 5.58% | $8.56 |
 HST | 0% | 4.96% | $0.78 |
 SMSN.L | 0% | 1.95% | $23.68 |
 TCOM.CH | 0% | 0.44% | - |
 AZN.L | 0% | 2.39% | $2.28 |
 KB | 0% | 2.47% | $2.39 |
 KLAC | 0% | 0.72% | $5.65 |
 UMG.NV | 0% | 1.93% | $0.51 |
 RHP | 0% | 4.55% | $4.3 |
 AENA.MC | 0% | 3.37% | $6.2 |
 GS | 0% | 1.84% | $11 |
 EPIA.ST | 0% | 1.89% | $3.8 |
 HON | 0% | 1.89% | $4.27 |
 SIX2.DE | 0% | 2.77% | $3.9 |
 DELL | 0% | 1.48% | $1.63 |
 ABT | 0% | 1.88% | $2.16 |
 SBUX | 0% | 2.6% | $2.24 |
 MUFG | 0% | 2.64% | $0.23 |
 VAC | 0% | 3.92% | $3 |
 SHG | 0% | 2.65% | $1.23 |
 BDX | 0% | 2.28% | $3.76 |
 MDLZ | 0% | 2.69% | $1.7 |
 ADP | 0% | 1.99% | $5.45 |
 EXPE | 0% | 0.43% | - |
 MFG | 0% | 3.01% | $0.12 |
 TAK | 0% | 3.76% | $0.56 |
 00285.HK | 0% | 1.85% | $0.59 |
 ABBN.ZU | 0% | 1.73% | $0.87 |
 TME | 0% | 0.81% | $0.12 |
 SHO | 0% | 4.05% | $0.3 |
 COST | 0% | 0.52% | $19.22 |
 AVOL.ZU | 0% | 2.29% | $0.7 |
 00027.HK | 0% | 2.69% | - |
 LEN | 0% | 1.83% | $1.75 |
 SMFG | 0% | 2.28% | $0.29 |
 EVD.DE | 0% | 1.6% | $1.43 |
 TM | 0% | 3.42% | $4.64 |
 ADI | 0% | 1.58% | $3.56 |
 BARN.ZU | 0% | 2.88% | $29 |
 02382.HK | 0% | 0.7% | $0.22 |
 IAG.L | 0% | 1.88% | - |
 ASX | 0% | 2.51% | $0.23 |
 EVO.ST | 0% | 3.63% | $31.03 |
 AXP | 0% | 0.99% | $2.6 |
 LUV | 0% | 1.97% | $0.72 |
 COF | 0% | 1.1% | $2.4 |
 YMM | 0% | 0.67% | $0.13 |
 INTU | 0% | 0.55% | $3.6 |
 XLV | 0% | 1.76% | - |
 RYAAY | 0% | 1.49% | $0.93 |
 CVC.NV | 0% | 1.2% | - |
 LVS | 0% | 1.85% | $0.8 |
 ACN | 0% | 2.1% | $4.99 |
 GEHC | 0% | 0.18% | $0.12 |
 LRCX | 0% | 0.91% | $8 |
 VOO | 0% | 1.29% | - |
 SPGI | 0% | 0.72% | $3.62 |
 REGN | 0% | 0.33% | - |
 CP | 0% | 0.72% | $0.56 |
 PRX.NV | 0% | 0.4% | $0.07 |
 ATAT | 0% | 1.09% | $0.13 |
 SZG.DE | 0% | 0.97% | $0.45 |
 TRI | 0% | 1.05% | $2.07 |
 QIA.DE | 0% | 0.56% | - |
 02018.HK | 0% | 0.59% | $0.1 |
 01928.HK | 0% | 1.36% | - |
 WYNN | 0% | 0.94% | $1 |
 PAYX | 0% | 2.87% | $3.65 |
 MRVL | 0% | 0.32% | $0.24 |
 GEN | 0% | 1.65% | $0.5 |
 RCL | 0% | 0.7% | - |
 DAL | 0% | 1.13% | $0.3 |
 BYD | 0% | 0.85% | $0.66 |
 MAR | 0% | 0.94% | $2.19 |
 ALC.ZU | 0% | 0.4% | $0.24 |
 HYG | 0% | 5.83% | - |
 CTAS | 0% | 0.7% | $5.4 |
 O | 0% | 5.64% | $3.09 |
 QQQ | 0% | 0.58% | - |
 IS04.DE | 0% | 2.83% | - |
 PBR | 0% | 14.81% | $1.73 |
 IFX.DE | 0% | 0.92% | $0.35 |
 SHEL.L | 0% | 4.1% | $0.8 |
 V | 0% | 0.66% | $2.01 |
 VRT | 0% | 0.11% | $0.06 |
 H | 0% | 0.41% | $0.6 |
 APH | 0% | 0.64% | $0.44 |
 PEB | 0% | 0.39% | $0.04 |
 CHDN | 0% | 0.39% | $0.38 |
 HLT | 0% | 0.22% | $0.6 |
 RSP | 0% | 1.59% | - |
 SPY5.L | 0% | 1.05% | - |
 BBOX.L | 0% | 5.39% | $0.07 |
 DKS | 0% | 2.21% | $4.2 |
 VO | 0% | 1.53% | - |
 TER | 0% | 0.51% | $0.46 |
 MRP | 0% | -3.49% | - |
 GEV | 0% | -0.13% | - |
 TMUS | 0% | -1.55% | $-1.95 |
 WFRD | 0% | -1.87% | - |
 GLNG | 0% | -2.44% | $-1 |
 AEP | 0% | -3.42% | $-3.47 |
 EXC | 0% | -3.59% | $-1.48 |
 VOD | 0% | -4.2% | $-0.94 |
 PTEN | 0% | -5.39% | $-0.32 |
 ARCC | 0% | -8.27% | $-1.62 |
 PAGP | 0% | -9.18% | $-1.17 |
 INTC | -0.01% | -2.16% | $-0.5 |
 AGNC | -0.01% | -15.57% | $-1.44 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
PAYX | Ex-Dividend | Jul 21, 2025 | $1.08 |
GEV | Ex-Dividend | Jul 21, 2025 | -$0.25 |
MU | Pay Day | Jul 22, 2025 | $0.12 |
DELL | Ex-Dividend | Jul 22, 2025 | $0.52 |
CSCO | Pay Day | Jul 23, 2025 | $0.41 |
DIS | Pay Day | Jul 23, 2025 | $0.50 |
CMCSA | Pay Day | Jul 23, 2025 | $0.33 |
UMC | Pay Day | Jul 23, 2025 | $0.48 |
ORCL | Pay Day | Jul 24, 2025 | $0.50 |
GE | Pay Day | Jul 25, 2025 | $0.36 |
PFE | Ex-Dividend | Jul 25, 2025 | $0.43 |
DHR | Pay Day | Jul 25, 2025 | $0.32 |
GEHC | Ex-Dividend | Jul 25, 2025 | $0.04 |
ASML.NV | Ex-Dividend | Jul 28, 2025 | $1.87 |
CP | Pay Day | Jul 28, 2025 | $0.16 |
ASML | Ex-Dividend | Jul 29, 2025 | $1.86 |
0992.HK | Ex-Dividend | Jul 30, 2025 | $0.04 |
AGNC | Ex-Dividend | Jul 31, 2025 | -$0.12 |
PAGP | Ex-Dividend | Jul 31, 2025 | -$0.38 |
DAL | Ex-Dividend | Jul 31, 2025 | $0.19 |
TXN | Ex-Dividend | Jul 31, 2025 | $1.36 |
SYK | Pay Day | Jul 31, 2025 | $0.84 |
MRVL | Pay Day | Jul 31, 2025 | $0.06 |
VOD | Pay Day | Aug 1, 2025 | -$0.25 |
COST | Ex-Dividend | Aug 1, 2025 | $1.30 |
BMY | Pay Day | Aug 1, 2025 | $0.62 |
DELL | Pay Day | Aug 1, 2025 | $0.52 |
O | Ex-Dividend | Aug 1, 2025 | $0.27 |
823.HK | Pay Day | Aug 4, 2025 | $0.18 |
ASML | Pay Day | Aug 6, 2025 | $1.86 |
ASML.NV | Pay Day | Aug 6, 2025 | $1.87 |
ASX | Pay Day | Aug 6, 2025 | $0.36 |
AXP | Pay Day | Aug 8, 2025 | $0.82 |
MA | Pay Day | Aug 8, 2025 | $0.76 |
RVTY | Pay Day | Aug 8, 2025 | $0.07 |
AGNC | Pay Day | Aug 11, 2025 | -$0.12 |
TXN | Pay Day | Aug 12, 2025 | $1.36 |
0992.HK | Pay Day | Aug 13, 2025 | $0.04 |
PAGP | Pay Day | Aug 14, 2025 | -$0.38 |
PG | Pay Day | Aug 15, 2025 | $1.06 |
WMT | Ex-Dividend | Aug 15, 2025 | $0.24 |
SBUX | Ex-Dividend | Aug 15, 2025 | $0.61 |
ACN | Pay Day | Aug 15, 2025 | $1.48 |
COST | Pay Day | Aug 15, 2025 | $1.30 |
ABT | Pay Day | Aug 15, 2025 | $0.59 |
LLY | Ex-Dividend | Aug 15, 2025 | $1.50 |
GEHC | Pay Day | Aug 15, 2025 | $0.04 |
O | Pay Day | Aug 15, 2025 | $0.27 |
GEV | Pay Day | Aug 18, 2025 | -$0.25 |
MSFT | Ex-Dividend | Aug 21, 2025 | $0.83 |
DAL | Pay Day | Aug 21, 2025 | $0.19 |
AMAT | Ex-Dividend | Aug 21, 2025 | $0.46 |
JNJ | Ex-Dividend | Aug 26, 2025 | $1.30 |
SPGI | Ex-Dividend | Aug 26, 2025 | $0.96 |
SBUX | Pay Day | Aug 29, 2025 | $0.61 |
GS | Ex-Dividend | Aug 29, 2025 | $4.00 |
TMUS | Ex-Dividend | Aug 29, 2025 | -$0.88 |
PAYX | Pay Day | Aug 29, 2025 | $1.08 |
PFE | Pay Day | Sep 2, 2025 | $0.43 |
WMT | Pay Day | Sep 2, 2025 | $0.24 |
ZTS | Pay Day | Sep 3, 2025 | $0.50 |
QCOM | Ex-Dividend | Sep 4, 2025 | $0.89 |
JNJ | Pay Day | Sep 9, 2025 | $1.30 |
LLY | Pay Day | Sep 10, 2025 | $1.50 |
SPGI | Pay Day | Sep 10, 2025 | $0.96 |
MSFT | Pay Day | Sep 11, 2025 | $0.83 |
AMAT | Pay Day | Sep 11, 2025 | $0.46 |
TMUS | Pay Day | Sep 11, 2025 | -$0.88 |
TSM | Ex-Dividend | Sep 16, 2025 | $0.82 |
QCOM | Pay Day | Sep 25, 2025 | $0.89 |
PBR | Pay Day | Sep 29, 2025 | $0.11 |
GS | Pay Day | Sep 29, 2025 | $4.00 |
BTI | Ex-Dividend | Oct 3, 2025 | $0.75 |
TSM | Pay Day | Oct 9, 2025 | $0.82 |
BTI | Pay Day | Nov 13, 2025 | $0.75 |
INDA | Pay Day | Dec 20, 2025 | $0.40 |
Performance Metrics
Score 6.7/10
Beta
1.38
1.38
0
0.8
1.2
0
2
Sharpe Ratio
0.65
0.65
0
0.5
1
1.5
1.5
Sortino Ratio
1.32
1.32
0
1
2
3
3
Jensen's Alpha
15.95
15.95
-2
0
2
16
16
Omega Ratio
1.52
1.52
0
1
1.5
2.5
2.5
Treynor Ratio
1.8
1.8
0
0.75
1.25
2
2
Information Ratio
0.47
0.47
0
0.3
0.6
1
1
Calmar Ratio
0.44
0.44
0
0.3
0.6
1
1
Beta
1.38
1.38
0
0.8
1.2
0
2
Sharpe Ratio
0.65
0.65
0
0.5
1
1.5
1.5
Sortino Ratio
1.32
1.32
0
1
2
3
3
Jensen's Alpha
15.95
15.95
-2
0
2
16
16
Omega Ratio
1.52
1.52
0
1
1.5
2.5
2.5
Treynor Ratio
1.8
1.8
0
0.75
1.25
2
2
Information Ratio
0.47
0.47
0
0.3
0.6
1
1
Calmar Ratio
0.44
0.44
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
41.67
High:
NTNX
107,928.57NTNXLow:
BILL
-2,173.46BILLDetails
PEG Ratio
204.55
High:NTNX
53,436.25NTNXLow:
ZS
-2,309.44ZSDetails
Price/Book
12.76
High:
ALNY
361.84ALNYLow:
BA
-51.87BADetails
Price/Sales
9.36
High:
PCT.US
1,911.6PCT.USLow:
AUR
-AURDetails
Price/CF
24.86
High:
TTWO
18,296.3TTWOLow:
WF
1.26WFDetails
Price/FCF
44.49
High:
GTLB
35,540.72GTLBLow:WF
1.43WFDetails
P/E Ratio
41.67
High:NTNX
107,928.57NTNXLow:BILL
-2,173.46BILLDetails
PEG Ratio
204.55
High:NTNX
53,436.25NTNXLow:ZS
-2,309.44ZSDetails
Price/Book
12.76
High:ALNY
361.84ALNYLow:BA
-51.87BADetails
Price/Sales
9.36
High:PCT.US
1,911.6PCT.USLow:AUR
-AURDetails
Price/CF
24.86
High:TTWO
18,296.3TTWOLow:WF
1.26WFDetails
Price/FCF
44.49
High:GTLB
35,540.72GTLBLow:WF
1.43WFDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-57.35% | Jan 2018 | Jan 2021 | 36 |
-55.76% | Nov 2021 | Nov 2024 | 36 |
-23.35% | May 2021 | Oct 2021 | 5 |
-16.48% | Feb 2025 | Jul 2025 | 5 |
-8.39% | Sep 2017 | Oct 2017 | 1 |
-1.38% | Dec 2024 | Jan 2025 | 1 |