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+0.6%
This Month
+17.41%
Year To Date
+64.3%
2 Years
-70.68%
5 Years
-94.68%
10 Years
-33.9%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs32.4%
- 🪙 Cryptocurrencies17.96%
- 🍞 Consumer Non Durables9.92%
- 🖥️ Technology Services9.52%
- 💰 Finance7.7%
- ⛏️ Energy Minerals5.09%
- 🧬 Health Technology4.85%
- 🏥 Health Services4.25%
- 🚗 Consumer Durables3.01%
- 💻 Electronic Technology2.11%
- 🛍️ Retail Trade1.64%
- 🛠️ Producer Manufacturing0.93%
- 💇♀️ Consumer Services0.61%
- 💵 Cash0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE43.08%
- 🌍 Digital Currency17.96%
- 🇺🇸 Nasdaq15.97%
- 🇩🇪 Xetra ETFs10.47%
- 🇬🇧 LSE4.79%
- 🇫🇷 Euronext Paris2.52%
- 🇺🇸 Chicago Board Options Exchange2.13%
- 🇨🇭 SIX1.74%
- 🇩🇪 FRA1.33%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States34.38%
- 🇧🇷 Brazil5.09%
- 🇫🇷 France2.52%
- 🇩🇰 Denmark2.01%
- 🇨🇭 Switzerland1.74%
- 🇯🇵 Japan1.68%
- 🇩🇪 Germany1.33%
- 🇨🇳 China0.89%
Dividends
Dividend Yield
2.14%
20 out of 36 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $PBR (15.78%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 PBR | 0.8% | 15.78% | $1.73 |
 CHCT | 0.35% | 13.43% | $1.83 |
 O | 0.18% | 5.3% | $3.09 |
 PFE | 0.13% | 6.99% | $1.66 |
 UNH | 0.1% | 2.34% | $7.74 |
 P911.DE | 0.07% | 5.33% | $2.31 |
 PEP | 0.07% | 3.61% | $5.15 |
 NESN.ZU | 0.06% | 3.67% | $3 |
 MC.PA | 0.05% | 2.11% | $13 |
 KO | 0.05% | 2.91% | $1.89 |
 TM | 0.05% | 3.04% | $4.64 |
 NKE | 0.05% | 2.37% | $1.45 |
 NVO | 0.04% | 2.21% | $0.98 |
 JNJ | 0.02% | 2.67% | $4.81 |
 GOOG | 0.02% | 0.32% | $0.2 |
 SBUX | 0.02% | 2.91% | $2.24 |
 MMM | 0.02% | 1.82% | $5.21 |
 AVGO | 0.01% | 0.67% | $19.7 |
 MSFT | 0.01% | 0.66% | $3 |
 BABA | 0.01% | 0.6% | $0.98 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
O | Ex-Dividend | Oct 31, 2025 | $0.27 |
PFE | Ex-Dividend | Nov 7, 2025 | $0.43 |
SBUX | Ex-Dividend | Nov 14, 2025 | $0.62 |
O | Pay Day | Nov 14, 2025 | $0.27 |
MSFT | Ex-Dividend | Nov 20, 2025 | $0.91 |
JNJ | Ex-Dividend | Nov 25, 2025 | $1.30 |
SBUX | Pay Day | Nov 28, 2025 | $0.62 |
PFE | Pay Day | Dec 1, 2025 | $0.43 |
MC.PA | Ex-Dividend | Dec 2, 2025 | $6.47 |
MC.PA | Pay Day | Dec 4, 2025 | $6.47 |
JNJ | Pay Day | Dec 9, 2025 | $1.30 |
MSFT | Pay Day | Dec 11, 2025 | $0.91 |
Performance Metrics
Score 2/10
Beta
2.42
2.42
0
0.8
1.2
0
3
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
-35.26
-35.26
-36
0
2
4.5
4.5
Omega Ratio
0.68
0.68
0
1
1.5
2.5
2.5
Treynor Ratio
-0.51
-0.51
-1
0.75
1.25
2
2
Information Ratio
-0.43
-0.43
-1
0.3
0.6
1
1
Calmar Ratio
-0.34
-0.34
-1
0.3
0.6
1
1
Beta
2.42
2.42
0
0.8
1.2
0
3
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
-35.26
-35.26
-36
0
2
4.5
4.5
Omega Ratio
0.68
0.68
0
1
1.5
2.5
2.5
Treynor Ratio
-0.51
-0.51
-1
0.75
1.25
2
2
Information Ratio
-0.43
-0.43
-1
0.3
0.6
1
1
Calmar Ratio
-0.34
-0.34
-1
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
27.13
High:
AVGO
89.22AVGOLow:
CHCT
-36.06CHCTDetails
PEG Ratio
70.45
High:
MSFT
244.31MSFTLow:
PFE
2.57PFEDetails
Price/Book
6.3
High:AVGO
22.51AVGOLow:
SBUX
-12.5SBUXDetails
Price/Sales
5.1
High:AVGO
28.32AVGOLow:
UNH
0.78UNHDetails
Price/CF
17.61
High:
KO
233.26KOLow:
PBR
2.37PBRDetails
Price/FCF
44.4
High:
PEP
5,253.35PEPLow:
TM
8.98TMDetails
P/E Ratio
27.13
High:AVGO
89.22AVGOLow:CHCT
-36.06CHCTDetails
PEG Ratio
70.45
High:MSFT
244.31MSFTLow:PFE
2.57PFEDetails
Price/Book
6.3
High:AVGO
22.51AVGOLow:SBUX
-12.5SBUXDetails
Price/Sales
5.1
High:AVGO
28.32AVGOLow:UNH
0.78UNHDetails
Price/CF
17.61
High:KO
233.26KOLow:PBR
2.37PBRDetails
Price/FCF
44.4
High:PEP
5,253.35PEPLow:TM
8.98TMDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-98.06% | Sep 2018 | - | 86 |