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+2.47%
Today
+3.25%
This Month
+11.31%
Year To Date
+27.77%
2 Years
+27.77%
5 Years
+38.65%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs21.29%
- 🪙 Cryptocurrencies19.9%
- 🖥️ Technology Services16.62%
- 💻 Electronic Technology16.18%
- 💰 Finance9.34%
- 🚗 Consumer Durables6.91%
- 🧬 Health Technology6.04%
- 🍞 Consumer Non Durables1.88%
- 🛍️ Retail Trade1.61%
- 💵 Cash0.25%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq58.47%
- 🌍 Digital Currency19.9%
- 🇺🇸 NYSE17.21%
- 🇩🇪 FRA4.17%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States44.89%
- 🇩🇰 Denmark4.94%
- 🇩🇪 Germany4.17%
- 🇳🇱 Netherlands2.55%
- 🇹🇼 Taiwan2.02%
Dividends
Dividend Yield
0.99%
17 out of 32 instruments pay dividend.
6 dividend payments in the next 30 days.
Highest Dividend: $ARE (7.5%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 VOW3.DE | 0.29% | 6.94% | $9.06 |
 SCHD | 0.16% | 4.03% | - |
 TQQQ | 0.1% | 1.79% | - |
 NVO | 0.08% | 1.59% | $0.98 |
 QQQ | 0.07% | 0.58% | - |
 KHC | 0.06% | 6.02% | $1.6 |
 MRK | 0.03% | 4.06% | $3.04 |
 GOOG | 0.03% | 0.46% | $0.2 |
 NKE | 0.02% | 2.52% | $1.45 |
 VICI | 0.02% | 5.46% | $1.66 |
 MTG | 0.02% | 1.99% | $0.46 |
 TSM | 0.02% | 1.1% | $1.74 |
 ARE | 0.02% | 7.5% | $5.02 |
 O | 0.02% | 5.67% | $3.09 |
 AAPL | 0.02% | 0.49% | $0.97 |
 MSFT | 0.02% | 0.69% | $3 |
 NVDA | 0% | 0.03% | $0.02 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
GOOG | Ex-Dividend | Jun 9, 2025 | $0.21 |
NVDA | Ex-Dividend | Jun 11, 2025 | $0.01 |
MSFT | Pay Day | Jun 12, 2025 | $0.83 |
TSM | Ex-Dividend | Jun 12, 2025 | $0.68 |
O | Pay Day | Jun 13, 2025 | $0.27 |
GOOG | Pay Day | Jun 16, 2025 | $0.21 |
MRK | Ex-Dividend | Jun 16, 2025 | $0.81 |
VICI | Ex-Dividend | Jun 18, 2025 | $0.43 |
KHC | Pay Day | Jun 27, 2025 | $0.40 |
ARE | Ex-Dividend | Jun 30, 2025 | $1.32 |
NKE | Pay Day | Jul 1, 2025 | $0.40 |
NVDA | Pay Day | Jul 3, 2025 | $0.01 |
MRK | Pay Day | Jul 8, 2025 | $0.81 |
TSM | Pay Day | Jul 10, 2025 | $0.68 |
VICI | Pay Day | Jul 10, 2025 | $0.43 |
ARE | Pay Day | Jul 15, 2025 | $1.32 |
Performance Metrics
Score 6.8/10
Beta
0.55
0.55
0
0.8
1.2
0
2
Sharpe Ratio
0.75
0.75
0
0.5
1
1.5
1.5
Sortino Ratio
1.32
1.32
0
1
2
3
3
Jensen's Alpha
12.55
12.55
-2
0
2
13
13
Omega Ratio
1.23
1.23
0
1
1.5
2.5
2.5
Treynor Ratio
2.72
2.72
0
0.75
1.25
3
3
Information Ratio
0.29
0.29
0
0.3
0.6
1
1
Calmar Ratio
1.32
1.32
0
0.3
0.6
2
2
Beta
0.55
0.55
0
0.8
1.2
0
2
Sharpe Ratio
0.75
0.75
0
0.5
1
1.5
1.5
Sortino Ratio
1.32
1.32
0
1
2
3
3
Jensen's Alpha
12.55
12.55
-2
0
2
13
13
Omega Ratio
1.23
1.23
0
1
1.5
2.5
2.5
Treynor Ratio
2.72
2.72
0
0.75
1.25
3
3
Information Ratio
0.29
0.29
0
0.3
0.6
1
1
Calmar Ratio
1.32
1.32
0
0.3
0.6
2
2
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
30.07
High:
TSLA
156.57TSLALow:
AFRM
-256.61AFRMDetails
PEG Ratio
97.28
High:
O
1,953.57OLow:AFRM
-281.97AFRMDetails
Price/Book
10.15
High:
MANH
47.11MANHLow:
FICO
-38.39FICODetails
Price/Sales
7.07
High:
NBIS
68.31NBISLow:
XXII
0.05XXIIDetails
Price/CF
21.79
High:NBIS
172.05NBISLow:
VOW3.DE
2.55VOW3.DEDetails
Price/FCF
40.47
High:NBIS
242.15NBISLow:
SOFI
9.54SOFIDetails
P/E Ratio
30.07
High:TSLA
156.57TSLALow:AFRM
-256.61AFRMDetails
PEG Ratio
97.28
High:O
1,953.57OLow:AFRM
-281.97AFRMDetails
Price/Book
10.15
High:MANH
47.11MANHLow:FICO
-38.39FICODetails
Price/Sales
7.07
High:NBIS
68.31NBISLow:XXII
0.05XXIIDetails
Price/CF
21.79
High:NBIS
172.05NBISLow:VOW3.DE
2.55VOW3.DEDetails
Price/FCF
40.47
High:NBIS
242.15NBISLow:SOFI
9.54SOFIDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-16.51% | Feb 2025 | May 2025 | 3 |
-3.63% | Nov 2024 | Dec 2024 | 1 |
-3.47% | Jul 2024 | Sep 2024 | 2 |