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+0.15%
Today
+4.7%
This Month
-6.14%
Year To Date
+177.76%
2 Years
+602.01%
5 Years
+49.13%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies88.44%
- 🖥️ Technology Services6.17%
- 🚗 Consumer Durables1.75%
- 🛍️ Retail Trade0.69%
- 💇♀️ Consumer Services0.67%
- 💻 Electronic Technology0.66%
- 🍞 Consumer Non Durables0.61%
- 💰 Finance0.57%
- 📡 Communications0.21%
- ⚡ Utilities0.12%
- 🪨 Non Energy Minerals0.07%
- 🚚 Transportation0.02%
- 💵 Cash0.01%
- 🧬 Health Technology0%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency88.44%
- 🇺🇸 Nasdaq9.21%
- 🇺🇸 NYSE2.02%
- 🇩🇪 FRA0.13%
- 🇪🇸 Bolsa De Madrid0.12%
- 🇭🇰 Hong Kong Exchanges0.05%
- 🇫🇷 Euronext Paris0.02%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States10.31%
- 🇫🇮 Finland0.41%
- 🇯🇵 Japan0.28%
- 🇨🇳 China0.15%
- 🇩🇪 Germany0.13%
- 🇪🇸 Spain0.12%
- 🇨🇦 Canada0.07%
- 🇭🇰 Hong Kong0.05%
- 🇫🇷 France0.02%
Dividends
Dividend Yield
0.08%
16 out of 43 instruments pay dividend.
2 dividend payments in the next 30 days.
Highest Dividend: $HASI (6.84%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 KO | 0.02% | 2.68% | $1.89 |
 VOW3.DE | 0.01% | 6.71% | $9.06 |
 HPQ | 0.01% | 4.59% | $1.1 |
 NOK | 0.01% | 1.9% | $0.1 |
 MSFT | 0.01% | 0.87% | $3 |
 VZ | 0.01% | 6.32% | $2.66 |
 ELE.MC | 0.01% | 4.2% | $0.81 |
 T | 0% | 4.08% | $1.11 |
 USB | 0% | 5.04% | $1.94 |
 DIS | 0% | 1.15% | $0.75 |
 HASI | 0% | 6.84% | $1.62 |
 NTDOY | 0% | 0.96% | $0.24 |
 SBUX | 0% | 2.9% | $2.24 |
 INTC | 0% | 2.43% | $0.5 |
 GOLD.BARRICK | 0% | 2.03% | $0.4 |
 BABA | 0% | 0.82% | $0.98 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
T | Pay Day | May 1, 2025 | $0.28 |
VZ | Pay Day | May 1, 2025 | $0.68 |
MSFT | Ex-Dividend | May 15, 2025 | $0.83 |
SBUX | Ex-Dividend | May 16, 2025 | $0.61 |
SBUX | Pay Day | May 30, 2025 | $0.61 |
MSFT | Pay Day | Jun 12, 2025 | $0.83 |
DIS | Ex-Dividend | Jun 24, 2025 | $0.50 |
ELE.MC | Ex-Dividend | Jun 27, 2025 | $0.86 |
ELE.MC | Pay Day | Jul 1, 2025 | $0.86 |
DIS | Pay Day | Jul 23, 2025 | $0.50 |
Performance Metrics
Score 7.5/10
Beta
1.68
1.68
0
0.8
1.2
0
2
Sharpe Ratio
0.82
0.82
0
0.5
1
1.5
1.5
Sortino Ratio
1.8
1.8
0
1
2
3
3
Jensen's Alpha
34.6
34.6
-2
0
2
35
35
Omega Ratio
1.9
1.9
0
1
1.5
2.5
2.5
Treynor Ratio
2.31
2.31
0
0.75
1.25
3
3
Information Ratio
0.75
0.75
0
0.3
0.6
1
1
Calmar Ratio
0.6
0.6
0
0.3
0.6
1
1
Beta
1.68
1.68
0
0.8
1.2
0
2
Sharpe Ratio
0.82
0.82
0
0.5
1
1.5
1.5
Sortino Ratio
1.8
1.8
0
1
2
3
3
Jensen's Alpha
34.6
34.6
-2
0
2
35
35
Omega Ratio
1.9
1.9
0
1
1.5
2.5
2.5
Treynor Ratio
2.31
2.31
0
0.75
1.25
3
3
Information Ratio
0.75
0.75
0
0.3
0.6
1
1
Calmar Ratio
0.6
0.6
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
43.25
High:
PLTR
533.16PLTRLow:
TTWO
-10TTWODetails
PEG Ratio
309.39
High:PLTR
474.41PLTRLow:
NIO
-19.78NIODetails
Price/Book
8.96
High:PLTR
47.13PLTRLow:
HPQ
-21.7HPQDetails
Price/Sales
6.6
High:PLTR
88.96PLTRLow:
QLGN
-QLGNDetails
Price/CF
30.19
High:TTWO
18,296.3TTWOLow:
IDEXQ
0.73IDEXQDetails
Price/FCF
85.96
High:
TSLA
396.62TSLALow:IDEXQ
0.76IDEXQDetails
P/E Ratio
43.25
High:PLTR
533.16PLTRLow:TTWO
-10TTWODetails
PEG Ratio
309.39
High:PLTR
474.41PLTRLow:NIO
-19.78NIODetails
Price/Book
8.96
High:PLTR
47.13PLTRLow:HPQ
-21.7HPQDetails
Price/Sales
6.6
High:PLTR
88.96PLTRLow:QLGN
-QLGNDetails
Price/CF
30.19
High:TTWO
18,296.3TTWOLow:IDEXQ
0.73IDEXQDetails
Price/FCF
85.96
High:TSLA
396.62TSLALow:IDEXQ
0.76IDEXQDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-68.49% | Sep 2021 | Nov 2024 | 38 |
-24.42% | May 2021 | Aug 2021 | 3 |
-17.56% | Mar 2020 | May 2020 | 2 |
-13.07% | Feb 2025 | - | 3 |
-10.34% | Sep 2020 | Nov 2020 | 2 |
-1.94% | Dec 2020 | Jan 2021 | 1 |