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-4.38%
Today
-2.24%
This Month
-31.45%
Year To Date
+9.21%
2 Years
+1037.02%
5 Years
-35.36%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies76.13%
- 💰 Finance4.19%
- 📊 ETFs3.23%
- 🧬 Health Technology2.84%
- 🚗 Consumer Durables2.18%
- 🛠️ Producer Manufacturing1.66%
- 🧪 Process Industries1.55%
- 📡 Communications1.48%
- 🍞 Consumer Non Durables1.4%
- 🖥️ Technology Services0.99%
- 🚚 Transportation0.92%
- 🛍️ Retail Trade0.91%
- 💼 Commercial Services0.9%
- 💻 Electronic Technology0.85%
- 🏥 Health Services0.46%
- 💵 Cash0.16%
- ⚡ Utilities0.05%
- 💇♀️ Consumer Services0.03%
- 🪨 Non Energy Minerals0.03%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency76.13%
- 🇺🇸 NYSE11.03%
- 🇺🇸 Nasdaq4.64%
- 🇩🇪 Xetra ETFs2.29%
- 🇮🇹 Borsa Italiana1.22%
- 🇫🇷 Euronext Paris1.1%
- 🇧🇪 Euronext Brussels1.04%
- 🇬🇧 LSE0.96%
- 🇳🇴 Oslo Stock Exchange0.84%
- 🇸🇪 Stockholm Stock Exchange0.55%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States13.38%
- 🇨🇦 Canada1.5%
- 🇮🇹 Italy1.22%
- 🇫🇷 France1.1%
- 🇧🇪 Belgium1.04%
- 🇳🇴 Norway0.84%
- 🇬🇧 United Kingdom0.78%
- 🇸🇪 Sweden0.55%
- 🇷🇺 Russia0.02%
- 🇨🇭 Switzerland0.01%
Dividends
Dividend Yield
0.98%
38 out of 121 instruments pay dividend.
9 dividend payments in the next 30 days.
Highest Dividend: $MNODL.L (473.72%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 BCE | 0.16% | 10.91% | $2.9 |
 PIA.MI | 0.11% | 8.7% | $0.21 |
 PFE | 0.08% | 7.35% | $1.66 |
 WBA | 0.08% | 8.91% | $1.46 |
 DOC | 0.08% | 7.05% | $1.2 |
 MNODL.L | 0.08% | 473.72% | - |
 LYB | 0.08% | 9.67% | $5.09 |
 DOW | 0.07% | 9.95% | $2.8 |
 BEN | 0.07% | 5.82% | $1.23 |
 BF-B | 0.03% | 3.27% | $0.86 |
 TEP.PA | 0.02% | 4.65% | $3.85 |
 IQQ6.DE | 0.02% | 4.55% | - |
 LEG | 0.01% | 2.19% | $1.43 |
 IMEU.L | 0.01% | 2.63% | - |
 EL | 0.01% | 2.51% | $2.64 |
 ALO.PA | 0.01% | 1.56% | $0.24 |
 SOF.BR | 0.01% | 0.95% | $2.35 |
 MKTX | 0.01% | 1.34% | $2.92 |
 A | 0.01% | 0.86% | $0.93 |
 MTCH | 0.01% | 1.8% | - |
 NIBEB.ST | 0% | 0.76% | $0.65 |
 UPS | 0% | 6.73% | $6.5 |
 EIX | 0% | 5.97% | $3.04 |
 BXP | 0% | 5.45% | $3.92 |
 RVTY | 0% | 0.31% | $0.28 |
 PNC | 0% | 3.67% | $6.2 |
 IP.US | 0% | 3.91% | $1.85 |
 EMN | 0% | 4.14% | $3.22 |
 WFC | 0% | 2.14% | $1.4 |
 QCOM | 0% | 2.32% | $3.25 |
 JPM | 0% | 2.02% | $4.4 |
 NUE | 0% | 1.83% | $2.13 |
 KNX | 0% | 1.53% | $0.6 |
 DAL | 0% | 1.22% | $0.3 |
 WMT | 0% | 0.96% | $0.81 |
 MAR | 0% | 0.98% | $2.19 |
 CRM | 0% | 0.6% | $0.4 |
 META | 0% | 0.3% | $1 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
KNX | Ex-Dividend | Jun 9, 2025 | $0.18 |
LYB | Pay Day | Jun 9, 2025 | $1.37 |
PFE | Pay Day | Jun 13, 2025 | $0.43 |
EMN | Ex-Dividend | Jun 13, 2025 | $0.83 |
LEG | Ex-Dividend | Jun 13, 2025 | $0.05 |
DOW | Pay Day | Jun 13, 2025 | $0.70 |
META | Ex-Dividend | Jun 16, 2025 | $0.52 |
EL | Pay Day | Jun 16, 2025 | $0.35 |
DOC | Ex-Dividend | Jun 16, 2025 | $0.10 |
BCE | Ex-Dividend | Jun 16, 2025 | $0.32 |
KNX | Pay Day | Jun 23, 2025 | $0.18 |
META | Pay Day | Jun 26, 2025 | $0.52 |
QCOM | Pay Day | Jun 26, 2025 | $0.89 |
BEN | Ex-Dividend | Jun 27, 2025 | $0.32 |
DOC | Pay Day | Jun 27, 2025 | $0.10 |
MAR | Pay Day | Jun 30, 2025 | $0.67 |
A | Ex-Dividend | Jul 1, 2025 | $0.25 |
JPM | Ex-Dividend | Jul 3, 2025 | $1.40 |
MTCH | Ex-Dividend | Jul 3, 2025 | $0.19 |
EMN | Pay Day | Jul 8, 2025 | $0.83 |
BEN | Pay Day | Jul 11, 2025 | $0.32 |
LEG | Pay Day | Jul 15, 2025 | $0.05 |
BCE | Pay Day | Jul 15, 2025 | $0.32 |
MTCH | Pay Day | Jul 18, 2025 | $0.19 |
RVTY | Ex-Dividend | Jul 18, 2025 | $0.07 |
A | Pay Day | Jul 23, 2025 | $0.25 |
JPM | Pay Day | Jul 31, 2025 | $1.40 |
RVTY | Pay Day | Aug 8, 2025 | $0.07 |
WMT | Ex-Dividend | Aug 15, 2025 | $0.24 |
WMT | Pay Day | Sep 2, 2025 | $0.24 |
Performance Metrics
Score 6.4/10
Beta
0.87
0.87
0
0.8
1.2
0
2
Sharpe Ratio
0.24
0.24
0
0.5
1
1.5
1.5
Sortino Ratio
1.39
1.39
0
1
2
3
3
Jensen's Alpha
76.96
76.96
-2
0
2
77
77
Omega Ratio
1.86
1.86
0
1
1.5
2.5
2.5
Treynor Ratio
6.57
6.57
0
0.75
1.25
7
7
Information Ratio
0.2
0.2
0
0.3
0.6
1
1
Calmar Ratio
-0.35
-0.35
-1
0.3
0.6
1
1
Beta
0.87
0.87
0
0.8
1.2
0
2
Sharpe Ratio
0.24
0.24
0
0.5
1
1.5
1.5
Sortino Ratio
1.39
1.39
0
1
2
3
3
Jensen's Alpha
76.96
76.96
-2
0
2
77
77
Omega Ratio
1.86
1.86
0
1
1.5
2.5
2.5
Treynor Ratio
6.57
6.57
0
0.75
1.25
7
7
Information Ratio
0.2
0.2
0
0.3
0.6
1
1
Calmar Ratio
-0.35
-0.35
-1
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
30.31
High:
OKTA
163.95OKTALow:
BXP
-2,076.68BXPDetails
PEG Ratio
117.9
High:
CBRE
2,287.21CBRELow:
ZG
-404.05ZGDetails
Price/Book
2
High:
DKNG
19.81DKNGLow:
MTCH
-42.23MTCHDetails
Price/Sales
1.2
High:
CRSP
86.79CRSPLow:
WBA
0.06WBADetails
Price/CF
10.42
High:
LPSN
326.35LPSNLow:
CHGG
0.7CHGGDetails
Price/FCF
38.35
High:
NUE
5,649.81NUELow:CHGG
1.65CHGGDetails
P/E Ratio
30.31
High:OKTA
163.95OKTALow:BXP
-2,076.68BXPDetails
PEG Ratio
117.9
High:CBRE
2,287.21CBRELow:ZG
-404.05ZGDetails
Price/Book
2
High:DKNG
19.81DKNGLow:MTCH
-42.23MTCHDetails
Price/Sales
1.2
High:CRSP
86.79CRSPLow:WBA
0.06WBADetails
Price/CF
10.42
High:LPSN
326.35LPSNLow:CHGG
0.7CHGGDetails
Price/FCF
38.35
High:NUE
5,649.81NUELow:CHGG
1.65CHGGDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-99.98% | Aug 2010 | - | 179 |