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+0.08%
Today
+0.08%
This Month
-1.69%
Year To Date
+37.86%
2 Years
+5.48%
5 Years
+6.65%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs56.2%
- 💰 Finance8.95%
- 🪙 Cryptocurrencies7.62%
- ⛏️ Energy Minerals6.28%
- 🧩 Miscellaneous4.88%
- 🖥️ Technology Services4.12%
- 💻 Electronic Technology3.6%
- 🛠️ Producer Manufacturing2.48%
- 💼 Commercial Services2.32%
- 🧬 Health Technology1.31%
- 🛍️ Retail Trade0.99%
- 💵 Cash0.35%
- 🏥 Health Services0.26%
- 🚚 Transportation0.22%
- 🏭 Industrial Services0.21%
- 🍞 Consumer Non Durables0.2%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE47.47%
- 🇺🇸 Chicago Board Options Exchange22.84%
- 🇺🇸 Nasdaq13.12%
- 🌍 Digital Currency7.62%
- 🇩🇪 Xetra ETFs4.88%
- 🇬🇧 LSE3.71%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States27.02%
- 🇬🇧 United Kingdom3.71%
- 🇮🇱 Israel0.21%
Dividends
Dividend Yield
2.8%
15 out of 27 instruments pay dividend.
5 dividend payments in the next 30 days.
Highest Dividend: $SQQQ (9.2%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 SPXU | 1.59% | 7.57% | - |
 SQQQ | 0.39% | 9.2% | - |
 INDA | 0.17% | 0.74% | - |
 XOM | 0.13% | 4.8% | $3.76 |
 BAC | 0.11% | 2.36% | $0.96 |
 SHEL.L | 0.1% | 4.36% | $0.8 |
 FLIN | 0.07% | 1.56% | - |
 JPM | 0.06% | 2.01% | $4.4 |
 CVX | 0.06% | 4.89% | $6.28 |
 AVGO | 0.03% | 0.92% | $19.7 |
 LRCX | 0.03% | 1.14% | $8 |
 PRU.L | 0.03% | 2.07% | $0.28 |
 NUGT | 0.01% | 0.84% | - |
 LLY | 0.01% | 0.76% | $4.86 |
 UNH | 0.01% | 2.78% | $7.74 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
BAC | Ex-Dividend | Jun 6, 2025 | $0.26 |
CVX | Pay Day | Jun 10, 2025 | $1.71 |
XOM | Pay Day | Jun 10, 2025 | $0.99 |
LLY | Pay Day | Jun 10, 2025 | $1.50 |
LRCX | Ex-Dividend | Jun 18, 2025 | $0.23 |
SHEL.L | Pay Day | Jun 23, 2025 | $0.36 |
BAC | Pay Day | Jun 27, 2025 | $0.26 |
JPM | Ex-Dividend | Jul 3, 2025 | $1.40 |
LRCX | Pay Day | Jul 9, 2025 | $0.23 |
JPM | Pay Day | Jul 31, 2025 | $1.40 |
INDA | Pay Day | Dec 20, 2025 | $0.40 |
FLIN | Pay Day | Dec 30, 2025 | $0.00 |
Performance Metrics
Score 5.8/10
Beta
0.01
0.01
0
0.8
1.2
0
2
Sharpe Ratio
0.34
0.34
0
0.5
1
1.5
1.5
Sortino Ratio
0.49
0.49
0
1
2
3
3
Jensen's Alpha
5.02
5.02
-2
0
2
6
6
Omega Ratio
0.8
0.8
0
1
1.5
2.5
2.5
Treynor Ratio
34.94
34.94
0
0.75
1.25
35
35
Information Ratio
-0.27
-0.27
-1
0.3
0.6
1
1
Calmar Ratio
0.2
0.2
0
0.3
0.6
1
1
Beta
0.01
0.01
0
0.8
1.2
0
2
Sharpe Ratio
0.34
0.34
0
0.5
1
1.5
1.5
Sortino Ratio
0.49
0.49
0
1
2
3
3
Jensen's Alpha
5.02
5.02
-2
0
2
6
6
Omega Ratio
0.8
0.8
0
1
1.5
2.5
2.5
Treynor Ratio
34.94
34.94
0
0.75
1.25
35
35
Information Ratio
-0.27
-0.27
-1
0.3
0.6
1
1
Calmar Ratio
0.2
0.2
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
23.43
High:
AVGO
116.76AVGOLow:
TWLO
-571.91TWLODetails
PEG Ratio
-65.78
High:
SKX
158.14SKXLow:TWLO
-601.84TWLODetails
Price/Book
3.08
High:
LLY
44.36LLYLow:
AAL
-1.67AALDetails
Price/Sales
2.82
High:
PCT.US
1,074.43PCT.USLow:AAL
0.14AALDetails
Price/CF
17.45
High:LLY
79.83LLYLow:AAL
1.63AALDetails
Price/FCF
40.65
High:LLY
631.92LLYLow:AAL
4.41AALDetails
P/E Ratio
23.43
High:AVGO
116.76AVGOLow:TWLO
-571.91TWLODetails
PEG Ratio
-65.78
High:SKX
158.14SKXLow:TWLO
-601.84TWLODetails
Price/Book
3.08
High:LLY
44.36LLYLow:AAL
-1.67AALDetails
Price/Sales
2.82
High:PCT.US
1,074.43PCT.USLow:AAL
0.14AALDetails
Price/CF
17.45
High:LLY
79.83LLYLow:AAL
1.63AALDetails
Price/FCF
40.65
High:LLY
631.92LLYLow:AAL
4.41AALDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-33.63% | Sep 2020 | - | 57 |