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-3.93%
This Month
+16.02%
Year To Date
+38.18%
2 Years
+21.18%
5 Years
+215.54%
10 Years
-5.33%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs15.19%
- 💻 Electronic Technology14.86%
- 🖥️ Technology Services14.17%
- 💰 Finance9.43%
- 🪙 Cryptocurrencies5.14%
- 💵 Cash4.09%
- ⛏️ Energy Minerals3.62%
- 🛍️ Retail Trade3.07%
- 🧬 Health Technology2.45%
- 🌾 Commodities1.82%
- 🚗 Consumer Durables1.77%
- 🍞 Consumer Non Durables1.55%
- ❓ Other1.28%
- 🧩 Miscellaneous1.16%
- 📡 Communications1.02%
- 💇♀️ Consumer Services0.96%
- 💹 Forex0.78%
- 📈 Indexes0.76%
- 💼 Commercial Services0.18%
- 🚚 Transportation0.18%
- 🏥 Health Services0.02%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq36.18%
- 🇺🇸 NYSE27.67%
- 🌍 Digital Currency5.14%
- 🇬🇧 LSE3.68%
- 🌍 Commodity1.82%
- 🇺🇸 Chicago Board Options Exchange1.73%
- 🇩🇪 FRA0.88%
- 🌍 FX0.78%
- 🇭🇰 Hong Kong Exchanges0.77%
- 🌍 CFD0.76%
- 🇺🇸 OTC Markets Stock Exchange0%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States46.84%
- 🇬🇧 United Kingdom3.68%
- 🇨🇳 China1.88%
- 🇩🇪 Germany0.88%
Dividends
Dividend Yield
0.89%
24 out of 65 instruments pay dividend.
2 dividend payments in the next 30 days.
Highest Dividend: $FRCB (360000%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 FRCB | 0.37% | 360000% | $1.08 |
 KHC | 0.1% | 6.76% | $1.6 |
 VOW3.DE | 0.07% | 7.51% | $9.06 |
 VZ | 0.05% | 6.36% | $2.66 |
 OXY | 0.05% | 1.66% | $0.8 |
 00857.HK | 0.05% | 6.01% | $0.48 |
 SBRY.L | 0.04% | 3.81% | $0.13 |
 LLOY.L | 0.02% | 3.94% | $0.03 |
 QFIN | 0.02% | 22.26% | $1.06 |
 RR.L | 0.02% | 0.83% | - |
 GS | 0.02% | 2.04% | $11 |
 BAC | 0.02% | 2.29% | $0.96 |
 JNJ | 0.01% | 2.05% | $4.81 |
 MSFT | 0.01% | 0.71% | $3 |
 AAPL | 0.01% | 0.31% | $0.97 |
 SPY | 0.01% | 0.96% | - |
 JPM | 0.01% | 1.83% | $4.4 |
 HPQ | 0.01% | 3.85% | $1.1 |
 GOOG | 0% | 0.26% | $0.2 |
 LUV | 0% | 1.83% | $0.72 |
 BABA | 0% | 0.96% | $0.98 |
 NVDA | 0% | 0.24% | $0.02 |
 PYPL | 0% | 0.99% | - |
 META | 0% | 0.3% | $1 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
JPM | Pay Day | Oct 31, 2026 | $1.50 |
VZ | Pay Day | Nov 2, 2026 | $0.71 |
AAPL | Ex-Dividend | Nov 10, 2026 | $0.27 |
SBRY.L | Ex-Dividend | Nov 10, 2026 | $0.13 |
MSFT | Ex-Dividend | Nov 20, 2026 | $0.91 |
JNJ | Ex-Dividend | Nov 25, 2026 | $1.34 |
GS | Ex-Dividend | Dec 1, 2026 | $4.50 |
LUV | Ex-Dividend | Dec 3, 2026 | $0.18 |
GOOG | Ex-Dividend | Dec 4, 2026 | $0.22 |
BAC | Ex-Dividend | Dec 4, 2026 | $0.28 |
PYPL | Ex-Dividend | Dec 4, 2026 | $0.14 |
KHC | Ex-Dividend | Dec 4, 2026 | $0.40 |
HPQ | Ex-Dividend | Dec 9, 2026 | $0.30 |
NVDA | Ex-Dividend | Dec 10, 2026 | $0.25 |
OXY | Ex-Dividend | Dec 10, 2026 | $0.26 |
META | Ex-Dividend | Dec 21, 2026 | $0.53 |
 UPRO | Ex-Dividend | Dec 23, 2026 | $0.00 |
JPM | Ex-Dividend | Jan 6, 2027 | $1.50 |
VZ | Ex-Dividend | Jan 9, 2027 | $0.71 |
LLOY.L | Ex-Dividend | Feb 4, 2027 | $0.03 |
QFIN | Ex-Dividend | Mar 9, 2027 | $0.78 |
00857.HK | Ex-Dividend | Mar 10, 2027 | $0.04 |
BABA | Ex-Dividend | Jun 11, 2027 | $1.05 |
VOW3.DE | Ex-Dividend | Jun 19, 2027 | $6.04 |
Performance Metrics
Score 4.9/10
Beta
0.99
0.99
0
0.8
1.2
0
2
Sharpe Ratio
0.58
0.58
0
0.5
1
1.5
1.5
Sortino Ratio
0.99
0.99
0
1
2
3
3
Jensen's Alpha
0.05
0.05
-2
0
2
4.5
4.5
Omega Ratio
0.99
0.99
0
1
1.5
2.5
2.5
Treynor Ratio
1
1
0
0.75
1.25
2
2
Information Ratio
-0.01
-0.01
-1
0.3
0.6
1
1
Calmar Ratio
0.36
0.36
0
0.3
0.6
1
1
Beta
0.99
0.99
0
0.8
1.2
0
2
Sharpe Ratio
0.58
0.58
0
0.5
1
1.5
1.5
Sortino Ratio
0.99
0.99
0
1
2
3
3
Jensen's Alpha
0.05
0.05
-2
0
2
4.5
4.5
Omega Ratio
0.99
0.99
0
1
1.5
2.5
2.5
Treynor Ratio
1
1
0
0.75
1.25
2
2
Information Ratio
-0.01
-0.01
-1
0.3
0.6
1
1
Calmar Ratio
0.36
0.36
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
26.84
High:
CORT
291.45CORTLow:
TTWO
-117.48TTWODetails
PEG Ratio
0.79
High:
ABNB
6.51ABNBLow:
SOLV
0.04SOLVDetails
Price/Book
5.98
High:AAPL
46.13AAPLLow:HPQ
-309.01HPQDetails
Price/Sales
6.66
High:
MSTR
116.32MSTRLow:
ALDX
-ALDXDetails
Price/CF
22.47
High:MSTR
7,511.07MSTRLow:
OPTU
0.63OPTUDetails
Price/FCF
44.28
High:BABA
1,196.17BABALow:GS
2.84GSDetails
P/E Ratio
26.84
High:CORT
291.45CORTLow:TTWO
-117.48TTWODetails
PEG Ratio
0.79
High:ABNB
6.51ABNBLow:SOLV
0.04SOLVDetails
Price/Book
5.98
High:AAPL
46.13AAPLLow:HPQ
-309.01HPQDetails
Price/Sales
6.66
High:MSTR
116.32MSTRLow:ALDX
-ALDXDetails
Price/CF
22.47
High:MSTR
7,511.07MSTRLow:OPTU
0.63OPTUDetails
Price/FCF
44.28
High:BABA
1,196.17BABALow:GS
2.84GSDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-93.09% | Sep 2013 | - | 158 |
-2.96% | Jun 2013 | Jul 2013 | 1 |