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+0.01%
Today
+0.4%
This Month
+8.68%
Year To Date
+111.68%
2 Years
+125.79%
5 Years
+6.65%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash40.13%
- 🪙 Cryptocurrencies23.24%
- 💻 Electronic Technology11.42%
- 🖥️ Technology Services11.1%
- 🧬 Health Technology5.45%
- 🪨 Non Energy Minerals3.85%
- ⚡ Utilities2.93%
- 🌾 Commodities2.41%
- 🛍️ Retail Trade1.77%
- 🛠️ Producer Manufacturing1.19%
- 🚗 Consumer Durables0.88%
- 🏥 Health Services0.81%
- 💰 Finance0.71%
- 📡 Communications0.62%
- 📊 ETFs0.54%
- 🍞 Consumer Non Durables0.3%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq26.51%
- 🌍 Digital Currency23.24%
- 🇺🇸 NYSE12.05%
- 🌍 Commodity2.41%
- 🇪🇸 Bolsa De Madrid1.27%
- 🇫🇷 Euronext Paris1.18%
- 🇬🇧 LSE0.57%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States35.93%
- 🇨🇦 Canada2.36%
- 🇪🇸 Spain1.27%
- 🇫🇷 France1.18%
- 🇰🇿 Kazakhstan0.3%
Dividends
Dividend Yield
0.39%
24 out of 39 instruments pay dividend.
4 dividend payments in the next 30 days.
Highest Dividend: $ENGI.PA (7.55%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 MRK | 0.08% | 3.93% | $3.04 |
 ENGI.PA | 0.07% | 7.55% | $1.43 |
 AVGO | 0.03% | 0.85% | $19.7 |
 ELE.MC | 0.03% | 4.02% | $0.81 |
 MSFT | 0.02% | 0.67% | $3 |
 UNH | 0.02% | 2.77% | $7.74 |
 KAP.L | 0.02% | 6% | - |
 LLY | 0.02% | 0.75% | $4.86 |
 IBE.MC | 0.02% | 3.01% | $0.45 |
 JPM | 0.01% | 1.87% | $4.4 |
 AAPL | 0.01% | 0.48% | $0.97 |
 PEP | 0.01% | 4.06% | $5.15 |
 CSCO | 0.01% | 2.36% | $1.58 |
 TMUS | 0.01% | 1.49% | $1.95 |
 META | 0.01% | 0.28% | $1 |
 SU.PA | 0.01% | 1.74% | $3.5 |
 GOOGL | 0% | 0.46% | $0.2 |
 GOOG | 0% | 0.46% | $0.2 |
 VST | 0% | 0.47% | $0.85 |
 CCJ | 0% | 0.15% | $0.09 |
 BWXT | 0% | 0.71% | $0.94 |
 NVDA | 0% | 0.03% | $0.02 |
 GE | 0% | 0.52% | $0.44 |
 GEV | 0% | 0.14% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
GEV | Ex-Dividend | Jul 21, 2025 | $0.25 |
CSCO | Pay Day | Jul 23, 2025 | $0.41 |
GE | Pay Day | Jul 25, 2025 | $0.36 |
IBE.MC | Pay Day | Jul 30, 2025 | $0.46 |
JPM | Pay Day | Jul 31, 2025 | $1.40 |
LLY | Ex-Dividend | Aug 15, 2025 | $1.50 |
GEV | Pay Day | Aug 18, 2025 | $0.25 |
MSFT | Ex-Dividend | Aug 21, 2025 | $0.83 |
TMUS | Ex-Dividend | Aug 29, 2025 | $0.88 |
LLY | Pay Day | Sep 10, 2025 | $1.50 |
MSFT | Pay Day | Sep 11, 2025 | $0.83 |
TMUS | Pay Day | Sep 11, 2025 | $0.88 |
Performance Metrics
Score 4.5/10
Beta
0.59
0.59
0
0.8
1.2
0
2
Sharpe Ratio
0.26
0.26
0
0.5
1
1.5
1.5
Sortino Ratio
0.49
0.49
0
1
2
3
3
Jensen's Alpha
0.42
0.42
-2
0
2
4.5
4.5
Omega Ratio
0.87
0.87
0
1
1.5
2.5
2.5
Treynor Ratio
0.97
0.97
0
0.75
1.25
2
2
Information Ratio
-0.16
-0.16
-1
0.3
0.6
1
1
Calmar Ratio
0.11
0.11
0
0.3
0.6
1
1
Beta
0.59
0.59
0
0.8
1.2
0
2
Sharpe Ratio
0.26
0.26
0
0.5
1
1.5
1.5
Sortino Ratio
0.49
0.49
0
1
2
3
3
Jensen's Alpha
0.42
0.42
-2
0
2
4.5
4.5
Omega Ratio
0.87
0.87
0
1
1.5
2.5
2.5
Treynor Ratio
0.97
0.97
0
0.75
1.25
2
2
Information Ratio
-0.16
-0.16
-1
0.3
0.6
1
1
Calmar Ratio
0.11
0.11
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
38.04
High:
PLTR
610.09PLTRLow:
MIR.US
-394.15MIR.USDetails
PEG Ratio
1,039.7
High:
CCJ
12,444.87CCJLow:MIR.US
-451.27MIR.USDetails
Price/Book
13.97
High:PLTR
60.78PLTRLow:
ENGI.PA
1.56ENGI.PADetails
Price/Sales
9.56
High:PLTR
114.49PLTRLow:
OKLO
-OKLODetails
Price/CF
24.96
High:PLTR
161.45PLTRLow:ENGI.PA
3.08ENGI.PADetails
Price/FCF
47.04
High:
PEP
5,253.35PEPLow:
ELE.MC
16.76ELE.MCDetails
P/E Ratio
38.04
High:PLTR
610.09PLTRLow:MIR.US
-394.15MIR.USDetails
PEG Ratio
1,039.7
High:CCJ
12,444.87CCJLow:MIR.US
-451.27MIR.USDetails
Price/Book
13.97
High:PLTR
60.78PLTRLow:ENGI.PA
1.56ENGI.PADetails
Price/Sales
9.56
High:PLTR
114.49PLTRLow:OKLO
-OKLODetails
Price/CF
24.96
High:PLTR
161.45PLTRLow:ENGI.PA
3.08ENGI.PADetails
Price/FCF
47.04
High:PEP
5,253.35PEPLow:ELE.MC
16.76ELE.MCDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-53.31% | Jun 2018 | Dec 2023 | 66 |
-16.31% | Apr 2024 | Jun 2025 | 14 |
-0.55% | Jan 2024 | Feb 2024 | 1 |