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+3%
Today
+3%
This Month
+10.02%
Year To Date
+64.36%
2 Years
+79.52%
5 Years
-52.28%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies32.97%
- 🖥️ Technology Services15.43%
- 👥 Copy Trading5.23%
- 🧬 Health Technology4.96%
- 💵 Cash4.94%
- 💰 Finance4.59%
- 📊 ETFs4.44%
- 🚚 Transportation4.17%
- ⛏️ Energy Minerals3.92%
- 🛠️ Producer Manufacturing3.5%
- 🍞 Consumer Non Durables3.5%
- 💼 Commercial Services3.28%
- 💻 Electronic Technology2.26%
- 🛍️ Retail Trade1.8%
- 🚗 Consumer Durables0.84%
- ⚡ Utilities0.82%
- 🏭 Industrial Services0.47%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency34.73%
- 🇺🇸 Nasdaq21.46%
- 🇩🇪 FRA15.35%
- 🇺🇸 NYSE14.84%
- 🇬🇧 LSE3.38%
- 🇮🇹 Borsa Italiana0.84%
- 🇫🇷 Euronext Paris0.45%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States29.92%
- 🇩🇪 Germany13.05%
- 🇬🇧 United Kingdom3.24%
- 🇳🇱 Netherlands3.13%
- 🇨🇳 China1.51%
- 🇨🇦 Canada0.57%
- 🇫🇷 France0.45%
Dividends
Dividend Yield
0.88%
22 out of 45 instruments pay dividend.
5 dividend payments in the next 30 days.
Highest Dividend: $STLAM.MI (7.81%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 RF | 0.09% | 4.07% | $0.96 |
 TLT | 0.09% | 4.39% | - |
 LHA.DE | 0.09% | 4.12% | $0.3 |
 STLAM.MI | 0.07% | 7.81% | $1.55 |
 GIS | 0.07% | 4.48% | $2.36 |
 VNA.DE | 0.06% | 4.15% | $0.9 |
 HEN3.DE | 0.06% | 3.06% | $1.85 |
 VLO | 0.05% | 3.1% | $4.18 |
 COP | 0.05% | 3.31% | $3.25 |
 APA | 0.04% | 5.13% | $1 |
 JEN.DE | 0.03% | 1.94% | $0.35 |
 MRK.DE | 0.03% | 1.96% | $2.2 |
 INF.L | 0.03% | 2.48% | $0.18 |
 INVH | 0.03% | 3.55% | $1.36 |
 NEE | 0.02% | 2.96% | $1.97 |
 thomaspj | 0.02% | 0.67% | - |
 IWM | 0.02% | 1.2% | - |
 QIA.DE | 0.01% | 0.57% | - |
 JD.L | 0.01% | 1.11% | $0.01 |
 ENTG | 0.01% | 0.46% | $0.4 |
 BAYN.DE | 0.01% | 0.42% | $0.11 |
 VNT | 0% | 0.26% | $0.1 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 GE (thomaspj) | Ex-Dividend | Jul 7, 2025 | $0.36 |
GIS | Ex-Dividend | Jul 10, 2025 | $0.61 |
INF.L | Pay Day | Jul 11, 2025 | $0.18 |
INVH | Pay Day | Jul 18, 2025 | $0.29 |
APA | Ex-Dividend | Jul 22, 2025 | $0.25 |
GE (thomaspj) | Pay Day | Jul 25, 2025 | $0.36 |
 JPM (thomaspj) | Pay Day | Jul 31, 2025 | $1.40 |
GIS | Pay Day | Aug 1, 2025 | $0.61 |
 AXP (thomaspj) | Pay Day | Aug 8, 2025 | $0.82 |
 WMT (thomaspj) | Ex-Dividend | Aug 15, 2025 | $0.24 |
 MSFT (thomaspj) | Ex-Dividend | Aug 21, 2025 | $0.83 |
APA | Pay Day | Aug 22, 2025 | $0.25 |
WMT (thomaspj) | Pay Day | Sep 2, 2025 | $0.24 |
MSFT (thomaspj) | Pay Day | Sep 11, 2025 | $0.83 |
Performance Metrics
Score 2.6/10
Beta
0.85
0.85
0
0.8
1.2
0
2
Sharpe Ratio
-0.21
-0.21
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.28
-0.28
-1
1
2
3
3
Jensen's Alpha
-22.49
-22.49
-23
0
2
4.5
4.5
Omega Ratio
0.72
0.72
0
1
1.5
2.5
2.5
Treynor Ratio
-1.55
-1.55
-2
0.75
1.25
2
2
Information Ratio
-0.36
-0.36
-1
0.3
0.6
1
1
Calmar Ratio
-0.53
-0.53
-1
0.3
0.6
1
1
Beta
0.85
0.85
0
0.8
1.2
0
2
Sharpe Ratio
-0.21
-0.21
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.28
-0.28
-1
1
2
3
3
Jensen's Alpha
-22.49
-22.49
-23
0
2
4.5
4.5
Omega Ratio
0.72
0.72
0
1
1.5
2.5
2.5
Treynor Ratio
-1.55
-1.55
-2
0.75
1.25
2
2
Information Ratio
-0.36
-0.36
-1
0.3
0.6
1
1
Calmar Ratio
-0.53
-0.53
-1
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
23.9
High:
ENR.DE
337.33ENR.DELow:
VNA.DE
-34.86VNA.DEDetails
PEG Ratio
109.88
High:
MRK.DE
498.47MRK.DELow:VNA.DE
-42.3VNA.DEDetails
Price/Book
1.99
High:
ARM
24.16ARMLow:
AF.PA
-0.88AF.PADetails
Price/Sales
1.4
High:ARM
41.55ARMLow:
SICPQ
-0.02SICPQDetails
Price/CF
9.27
High:ARM
286.48ARMLow:AF.PA
0.56AF.PADetails
Price/FCF
18.27
High:
NEE
2,356.18NEELow:
BAYN.DE
5.29BAYN.DEDetails
P/E Ratio
23.9
High:ENR.DE
337.33ENR.DELow:VNA.DE
-34.86VNA.DEDetails
PEG Ratio
109.88
High:MRK.DE
498.47MRK.DELow:VNA.DE
-42.3VNA.DEDetails
Price/Book
1.99
High:ARM
24.16ARMLow:AF.PA
-0.88AF.PADetails
Price/Sales
1.4
High:ARM
41.55ARMLow:SICPQ
-0.02SICPQDetails
Price/CF
9.27
High:ARM
286.48ARMLow:AF.PA
0.56AF.PADetails
Price/FCF
18.27
High:NEE
2,356.18NEELow:BAYN.DE
5.29BAYN.DEDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-100% | Dec 2010 | - | 175 |