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+0.84%
This Month
+18.1%
Year To Date
+100.68%
2 Years
+27.7%
5 Years
+27.7%
10 Years
+5.28%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies22.53%
- 🖥️ Technology Services20.49%
- 🛍️ Retail Trade14.91%
- 💻 Electronic Technology11.28%
- 💵 Cash9.53%
- 💰 Finance7.14%
- 📊 ETFs7.13%
- 💇♀️ Consumer Services3.61%
- 🚗 Consumer Durables3.24%
- 🏥 Health Services1.73%
- 💼 Commercial Services0.63%
- 🧬 Health Technology0.02%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq52.42%
- 🌍 Digital Currency22.53%
- 🇺🇸 NYSE16.66%
- 🇬🇧 LSE1.08%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States48.1%
- 🇺🇾 Uruguay8.99%
- 🇳🇱 Netherlands3.35%
- 🇨🇳 China2.59%
Dividends
Dividend Yield
0.28%
15 out of 35 instruments pay dividend.
4 dividend payments in the next 30 days.
Highest Dividend: $MCHI (2.59%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 MCHI | 0.04% | 2.59% | - |
 MSFT | 0.04% | 0.67% | $3 |
 V | 0.03% | 0.69% | $2.01 |
 ASML | 0.03% | 0.78% | $5.57 |
 AAPL | 0.02% | 0.43% | $0.97 |
 DIS | 0.02% | 0.85% | $0.75 |
 GOOG | 0.02% | 0.35% | $0.2 |
 LH | 0.02% | 1.03% | $2.88 |
 QQQ | 0.02% | 0.51% | - |
 BABA | 0.02% | 0.76% | $0.98 |
 WMT | 0.01% | 0.94% | $0.81 |
 AXP | 0.01% | 0.93% | $2.6 |
 META | 0.01% | 0.27% | $1 |
 BYD | 0% | 0.82% | $0.66 |
 NVDA | 0% | 0.02% | $0.02 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
GOOG | Ex-Dividend | Sep 8, 2025 | $0.21 |
MSFT | Pay Day | Sep 11, 2025 | $0.83 |
NVDA | Ex-Dividend | Sep 11, 2025 | $0.01 |
LH | Pay Day | Sep 11, 2025 | $0.72 |
GOOG | Pay Day | Sep 15, 2025 | $0.21 |
BYD | Ex-Dividend | Sep 15, 2025 | $0.18 |
NVDA | Pay Day | Oct 2, 2025 | $0.01 |
BYD | Pay Day | Oct 15, 2025 | $0.18 |
WMT | Ex-Dividend | Dec 12, 2025 | $0.24 |
WMT | Pay Day | Jan 5, 2026 | $0.24 |
Performance Metrics
Score 2.8/10
Beta
1.51
1.51
0
0.8
1.2
0
2
Sharpe Ratio
0.21
0.21
0
0.5
1
1.5
1.5
Sortino Ratio
0.33
0.33
0
1
2
3
3
Jensen's Alpha
-8.55
-8.55
-9
0
2
4.5
4.5
Omega Ratio
0.87
0.87
0
1
1.5
2.5
2.5
Treynor Ratio
0.35
0.35
0
0.75
1.25
2
2
Information Ratio
-0.18
-0.18
-1
0.3
0.6
1
1
Calmar Ratio
0.09
0.09
0
0.3
0.6
1
1
Beta
1.51
1.51
0
0.8
1.2
0
2
Sharpe Ratio
0.21
0.21
0
0.5
1
1.5
1.5
Sortino Ratio
0.33
0.33
0
1
2
3
3
Jensen's Alpha
-8.55
-8.55
-9
0
2
4.5
4.5
Omega Ratio
0.87
0.87
0
1
1.5
2.5
2.5
Treynor Ratio
0.35
0.35
0
0.75
1.25
2
2
Information Ratio
-0.18
-0.18
-1
0.3
0.6
1
1
Calmar Ratio
0.09
0.09
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
33.78
High:
TSLA
203.17TSLALow:
NET
-633.47NETDetails
PEG Ratio
2,404.13
High:
AAPL
24,772.26AAPLLow:
KLRS
-0.83KLRSDetails
Price/Book
11.89
High:NET
60.26NETLow:
NIO
-74.08NIODetails
Price/Sales
8.08
High:NET
39.6NETLow:KLRS
-KLRSDetails
Price/CF
23.79
High:NET
143.12NETLow:
FTRE
4.14FTREDetails
Price/FCF
49.47
High:NET
384.39NETLow:FTRE
4.69FTREDetails
P/E Ratio
33.78
High:TSLA
203.17TSLALow:NET
-633.47NETDetails
PEG Ratio
2,404.13
High:AAPL
24,772.26AAPLLow:KLRS
-0.83KLRSDetails
Price/Book
11.89
High:NET
60.26NETLow:NIO
-74.08NIODetails
Price/Sales
8.08
High:NET
39.6NETLow:KLRS
-KLRSDetails
Price/CF
23.79
High:NET
143.12NETLow:FTRE
4.14FTREDetails
Price/FCF
49.47
High:NET
384.39NETLow:FTRE
4.69FTREDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-56.41% | Nov 2021 | Jul 2025 | 44 |
-8.24% | Sep 2021 | Oct 2021 | 1 |
-4.73% | Feb 2021 | Jun 2021 | 4 |
-1.94% | Jul 2021 | Aug 2021 | 1 |