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+0.87%
Today
+2.03%
This Month
+16.88%
Year To Date
+65.64%
2 Years
+128.29%
5 Years
+15.65%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- π» Electronic Technology49.11%
- π° Finance13.43%
- π ETFs9.99%
- π₯οΈ Technology Services7.52%
- πͺ Cryptocurrencies6.29%
- ποΈ Retail Trade5.23%
- βοΈ Energy Minerals4.16%
- πͺ¨ Non Energy Minerals1.83%
- π Consumer Non Durables1.22%
- πββοΈ Consumer Services1.16%
- π΅ Cash0.14%
Exchanges Breakdown
- Exchange
- Total
- πΊπΈ Nasdaq38.96%
- πΊπΈ NYSE30.68%
- π¬π§ LSE21.28%
- π Digital Currency6.29%
- πΊπΈ Chicago Board Options Exchange2.72%
Countries Breakdown
- Country
- Total
- πΊπΈ United States51.14%
- π¬π§ United Kingdom21.28%
- πΊπΎ Uruguay5.23%
- πΉπΌ Taiwan3.78%
- π§π· Brazil2.21%
Dividends
Dividend Yield
1.61%
19 out of 24 instruments pay dividend.
11 dividend payments in the next 30 days.
Highest Dividend: $PBR.A (12.32%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 PBR.A | 0.27% | 12.32% | $2.21 |
 O | 0.27% | 5.67% | $3.09 |
 MAIN | 0.23% | 5.25% | $2.85 |
 XLE | 0.18% | 3.5% | - |
 RR.L | 0.15% | 0.69% | - |
 SHV | 0.1% | 4.78% | - |
 SPG | 0.09% | 5.19% | $7.75 |
 XOM | 0.07% | 3.85% | $3.76 |
 AVGO | 0.06% | 0.86% | $19.7 |
 TSM | 0.04% | 1.11% | $1.74 |
 KO | 0.03% | 2.81% | $1.89 |
 MCD | 0.03% | 2.26% | $6.53 |
 URI | 0.03% | 0.98% | $6.22 |
 INDA | 0.02% | 0.74% | - |
 MSFT | 0.01% | 0.69% | $3 |
 MLM | 0.01% | 0.57% | $2.96 |
 GOOGL | 0.01% | 0.48% | $0.2 |
 AAPL | 0.01% | 0.5% | $0.97 |
 NVDA | 0% | 0.03% | $0.02 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
SPG | Ex-Dividend | Jun 9, 2025 | $2.10 |
GOOGL | Ex-Dividend | Jun 9, 2025 | $0.21 |
XOM | Pay Day | Jun 10, 2025 | $0.99 |
NVDA | Ex-Dividend | Jun 11, 2025 | $0.01 |
MSFT | Pay Day | Jun 12, 2025 | $0.83 |
TSM | Ex-Dividend | Jun 12, 2025 | $0.68 |
KO | Ex-Dividend | Jun 13, 2025 | $0.51 |
O | Pay Day | Jun 13, 2025 | $0.27 |
MAIN | Pay Day | Jun 13, 2025 | $0.25 |
MCD | Pay Day | Jun 16, 2025 | $1.77 |
GOOGL | Pay Day | Jun 16, 2025 | $0.21 |
AVGO | Ex-Dividend | Jun 20, 2025 | $0.59 |
SPG | Pay Day | Jun 30, 2025 | $2.10 |
AVGO | Pay Day | Jun 30, 2025 | $0.59 |
MLM | Pay Day | Jun 30, 2025 | $0.79 |
KO | Pay Day | Jul 1, 2025 | $0.51 |
NVDA | Pay Day | Jul 3, 2025 | $0.01 |
TSM | Pay Day | Jul 10, 2025 | $0.68 |
INDA | Pay Day | Dec 20, 2025 | $0.40 |
Performance Metrics
Score 5.8/10
Beta
1.32
1.32
0
0.8
1.2
0
2
Sharpe Ratio
0.5
0.5
0
0.5
1
1.5
1.5
Sortino Ratio
0.89
0.89
0
1
2
3
3
Jensen's Alpha
3.41
3.41
-2
0
2
4.5
4.5
Omega Ratio
1.25
1.25
0
1
1.5
2.5
2.5
Treynor Ratio
1.14
1.14
0
0.75
1.25
2
2
Information Ratio
0.25
0.25
0
0.3
0.6
1
1
Calmar Ratio
0.46
0.46
0
0.3
0.6
1
1
Beta
1.32
1.32
0
0.8
1.2
0
2
Sharpe Ratio
0.5
0.5
0
0.5
1
1.5
1.5
Sortino Ratio
0.89
0.89
0
1
2
3
3
Jensen's Alpha
3.41
3.41
-2
0
2
4.5
4.5
Omega Ratio
1.25
1.25
0
1
1.5
2.5
2.5
Treynor Ratio
1.14
1.14
0
0.75
1.25
2
2
Information Ratio
0.25
0.25
0
0.3
0.6
1
1
Calmar Ratio
0.46
0.46
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
39.74
High:
AVGO
125.37AVGOLow:
CRWD
-662.57CRWDDetails
PEG Ratio
696.28
High:
KO
10,128.43KOLow:
GOOGL
49.73GOOGLDetails
Price/Book
17.13
High:
AAPL
44.87AAPLLow:
RR.L
-81.73RR.LDetails
Price/Sales
12.23
High:CRWD
27.81CRWDLow:
PBR.A
0.76PBR.ADetails
Price/CF
27.11
High:KO
282.33KOLow:PBR.A
2.35PBR.ADetails
Price/FCF
41.08
High:
SMCI
598.42SMCILow:RR.L
15.79RR.LDetails
P/E Ratio
39.74
High:AVGO
125.37AVGOLow:CRWD
-662.57CRWDDetails
PEG Ratio
696.28
High:KO
10,128.43KOLow:GOOGL
49.73GOOGLDetails
Price/Book
17.13
High:AAPL
44.87AAPLLow:RR.L
-81.73RR.LDetails
Price/Sales
12.23
High:CRWD
27.81CRWDLow:PBR.A
0.76PBR.ADetails
Price/CF
27.11
High:KO
282.33KOLow:PBR.A
2.35PBR.ADetails
Price/FCF
41.08
High:SMCI
598.42SMCILow:RR.L
15.79RR.LDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-33.68% | Nov 2021 | Feb 2024 | 27 |
-29.46% | Feb 2020 | May 2020 | 3 |
-21.64% | Nov 2019 | Jan 2020 | 2 |
-21.28% | Oct 2020 | Jan 2021 | 3 |
-9.1% | Mar 2021 | Aug 2021 | 5 |
-7.13% | Sep 2021 | Oct 2021 | 1 |
-4.72% | Apr 2024 | Jun 2024 | 2 |
-3.96% | Mar 2025 | May 2025 | 2 |
-3.13% | Jun 2020 | Jul 2020 | 1 |
-2.53% | Jul 2024 | Nov 2024 | 4 |
-1.37% | Dec 2024 | Jan 2025 | 1 |