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+2.91%
Today
-1.83%
This Month
-37.76%
Year To Date
-10.33%
2 Years
+987.41%
5 Years
-36.1%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies74.97%
- 💰 Finance4.48%
- 🧬 Health Technology3.02%
- 🚗 Consumer Durables2.22%
- 🛠️ Producer Manufacturing1.76%
- 🧪 Process Industries1.75%
- 🍞 Consumer Non Durables1.7%
- 📊 ETFs1.69%
- 📡 Communications1.67%
- 💇♀️ Consumer Services1.37%
- 🖥️ Technology Services1.1%
- 🚚 Transportation1%
- 🛍️ Retail Trade0.98%
- 💼 Commercial Services0.91%
- 💻 Electronic Technology0.79%
- 🏥 Health Services0.46%
- ⚡ Utilities0.06%
- 🪨 Non Energy Minerals0.04%
- 🏭 Industrial Services0.01%
- 💵 Cash0%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency74.97%
- 🇺🇸 NYSE12.05%
- 🇺🇸 Nasdaq6.16%
- 🇮🇹 Borsa Italiana1.36%
- 🇫🇷 Euronext Paris1.24%
- 🇩🇪 Xetra ETFs1.21%
- 🇧🇪 Euronext Brussels1.05%
- 🇳🇴 Oslo Stock Exchange0.91%
- 🇸🇪 Stockholm Stock Exchange0.55%
- 🇬🇧 LSE0.49%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States15.63%
- 🇨🇦 Canada1.68%
- 🇮🇹 Italy1.36%
- 🇫🇷 France1.24%
- 🇧🇪 Belgium1.05%
- 🇳🇴 Norway0.91%
- 🇬🇧 United Kingdom0.89%
- 🇸🇪 Sweden0.55%
- 🇷🇺 Russia0.02%
- 🇨🇭 Switzerland0.01%
Dividends
Dividend Yield
1.1%
43 out of 142 instruments pay dividend.
11 dividend payments in the next 30 days.
Highest Dividend: $MNODL.L (473.72%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 BCE | 0.21% | 12.59% | $2.9 |
 PIA.MI | 0.12% | 8.69% | $0.21 |
 PFE | 0.09% | 7.63% | $1.66 |
 WBA | 0.09% | 9.18% | $1.46 |
 DOC | 0.09% | 6.45% | $1.2 |
 MNODL.L | 0.09% | 473.72% | - |
 LYB | 0.08% | 9.44% | $5.09 |
 DOW | 0.08% | 9.95% | $2.8 |
 BEN | 0.08% | 7.16% | $1.23 |
 BF-B | 0.03% | 2.63% | $0.86 |
 TEP.PA | 0.02% | 4.7% | $3.85 |
 EL | 0.02% | 3.71% | $2.64 |
 LEG | 0.02% | 2.91% | $1.43 |
 ALO.PA | 0.01% | 1.56% | $0.24 |
 IQQ6.DE | 0.01% | 4.55% | - |
 SOF.BR | 0.01% | 1.05% | $2.35 |
 MKTX | 0.01% | 1.32% | $2.92 |
 A | 0.01% | 0.94% | $0.93 |
 IMEU.L | 0.01% | 2.63% | - |
 NIBEB.ST | 0% | 0.83% | $0.65 |
 MTCH | 0% | 1.31% | - |
 UPS | 0% | 6.77% | $6.5 |
 EIX | 0% | 5.6% | $3.04 |
 BXP | 0% | 6.14% | $3.92 |
 RVTY | 0% | 0.3% | $0.28 |
 BLK | 0% | 2.34% | $20.2 |
 PNC | 0% | 4.2% | $6.2 |
 IP.US | 0% | 4% | $1.85 |
 EMN | 0% | 4.27% | $3.22 |
 QCOM | 0% | 2.49% | $3.25 |
 WFC | 0% | 2.4% | $1.4 |
 JPM | 0% | 2.18% | $4.4 |
 CAT | 0% | 1.92% | $5.31 |
 NUE | 0% | 1.97% | $2.13 |
 DE | 0% | 1.37% | $5.76 |
 KNX | 0% | 1.68% | $0.6 |
 WMT | 0% | 1.01% | $0.81 |
 MAR | 0% | 1.14% | $2.19 |
 DAL | 0% | 1.35% | $0.3 |
 VMC | 0% | 0.77% | $1.78 |
 CRM | 0% | 0.65% | $0.4 |
 MU | 0% | 0.67% | $0.46 |
 META | 0% | 0.4% | $1 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
CAT | Ex-Dividend | Apr 21, 2025 | $1.41 |
PIA.MI | Ex-Dividend | Apr 22, 2025 | $0.04 |
A | Pay Day | Apr 23, 2025 | $0.25 |
CRM | Pay Day | Apr 24, 2025 | $0.42 |
PIA.MI | Pay Day | Apr 24, 2025 | $0.04 |
JPM | Pay Day | Apr 30, 2025 | $1.40 |
EIX | Pay Day | Apr 30, 2025 | $0.83 |
BXP | Pay Day | Apr 30, 2025 | $0.98 |
DOC | Pay Day | Apr 30, 2025 | $0.10 |
PNC | Pay Day | May 5, 2025 | $1.60 |
DE | Pay Day | May 8, 2025 | $1.62 |
WMT | Ex-Dividend | May 9, 2025 | $0.24 |
RVTY | Pay Day | May 9, 2025 | $0.07 |
NUE | Pay Day | May 12, 2025 | $0.55 |
CAT | Pay Day | May 20, 2025 | $1.41 |
SOF.BR | Ex-Dividend | May 20, 2025 | $3.83 |
SOF.BR | Pay Day | May 22, 2025 | $3.83 |
TEP.PA | Ex-Dividend | May 26, 2025 | $4.40 |
WMT | Pay Day | May 27, 2025 | $0.24 |
TEP.PA | Pay Day | May 28, 2025 | $4.40 |
DOW | Ex-Dividend | May 30, 2025 | $0.70 |
QCOM | Ex-Dividend | Jun 5, 2025 | $0.89 |
DOW | Pay Day | Jun 13, 2025 | $0.70 |
QCOM | Pay Day | Jun 26, 2025 | $0.89 |
Performance Metrics
Score 6.4/10
Beta
0.89
0.89
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
77.06
77.06
-2
0
2
78
78
Omega Ratio
1.86
1.86
0
1
1.5
2.5
2.5
Treynor Ratio
6.45
6.45
0
0.75
1.25
7
7
Information Ratio
0.2
0.2
0
0.3
0.6
1
1
Calmar Ratio
-0.36
-0.36
-1
0.3
0.6
1
1
Beta
0.89
0.89
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
77.06
77.06
-2
0
2
78
78
Omega Ratio
1.86
1.86
0
1
1.5
2.5
2.5
Treynor Ratio
6.45
6.45
0
0.75
1.25
7
7
Information Ratio
0.2
0.2
0
0.3
0.6
1
1
Calmar Ratio
-0.36
-0.36
-1
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
23.42
High:
OKTA
1,671.16OKTALow:
CRWD
-4,477CRWDDetails
PEG Ratio
287.56
High:OKTA
1,556.17OKTALow:
ZS
-2,177.77ZSDetails
Price/Book
1.99
High:
PLTR
43.84PLTRLow:
MTCH
-114.63MTCHDetails
Price/Sales
1.08
High:
CRSP
86.51CRSPLow:
WBA
0.06WBADetails
Price/CF
8.85
High:
LPSN
326.35LPSNLow:
MNODL.L
0.75MNODL.LDetails
Price/FCF
36.5
High:
MU
1,171.75MULow:
NAS.OL
1.95NAS.OLDetails
P/E Ratio
23.42
High:OKTA
1,671.16OKTALow:CRWD
-4,477CRWDDetails
PEG Ratio
287.56
High:OKTA
1,556.17OKTALow:ZS
-2,177.77ZSDetails
Price/Book
1.99
High:PLTR
43.84PLTRLow:MTCH
-114.63MTCHDetails
Price/Sales
1.08
High:CRSP
86.51CRSPLow:WBA
0.06WBADetails
Price/CF
8.85
High:LPSN
326.35LPSNLow:MNODL.L
0.75MNODL.LDetails
Price/FCF
36.5
High:MU
1,171.75MULow:NAS.OL
1.95NAS.OLDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-99.98% | Aug 2010 | - | 177 |