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+5.34%
This Month
+21.01%
Year To Date
+146.36%
2 Years
+93.74%
5 Years
+93.74%
10 Years
+24.66%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies61.46%
- 🖥️ Technology Services7.83%
- 🛍️ Retail Trade5.96%
- 📊 ETFs4.88%
- 💰 Finance3.88%
- 🍞 Consumer Non Durables3.15%
- 💻 Electronic Technology2.95%
- 🚗 Consumer Durables2.63%
- 🚚 Transportation1.94%
- 🧬 Health Technology1.17%
- 📡 Communications0.88%
- 💼 Commercial Services0.86%
- ⛏️ Energy Minerals0.71%
- 💵 Cash0.66%
- 🧪 Process Industries0.3%
- 💇♀️ Consumer Services0.29%
- 📦 Distribution Services0.21%
- 🛠️ Producer Manufacturing0.18%
- 🏭 Industrial Services0.17%
- ⚡ Utilities0.13%
- 🧩 Miscellaneous0.12%
- 🏥 Health Services0.02%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency61.46%
- 🇺🇸 NYSE18.83%
- 🇺🇸 Nasdaq14.62%
- 🇬🇧 LSE4.45%
- 🇭🇰 Hong Kong Exchanges0.21%
- 🇸🇪 Stockholm Stock Exchange0.13%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States24.69%
- 🇬🇧 United Kingdom5.24%
- 🇨🇾 Cyprus1.29%
- 🇹🇼 Taiwan0.78%
- 🇮🇱 Israel0.41%
- 🇨🇳 China0.21%
- 🇮🇪 Ireland0.2%
- 🇰🇷 South Korea0.16%
- 🇨🇭 Switzerland0.14%
- 🇸🇪 Sweden0.13%
- 🇧🇷 Brazil0.11%
Dividends
Dividend Yield
1.12%
64 out of 97 instruments pay dividend.
17 dividend payments in the next 30 days.
Highest Dividend: $ZIM (46.13%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 ZIM | 0.19% | 46.13% | $0.23 |
 SPYD | 0.07% | 4.53% | - |
 ARR | 0.06% | 19.17% | $3.84 |
 NLY | 0.06% | 12.46% | $2.6 |
 FRO | 0.06% | 4.49% | $2.17 |
 EFA | 0.05% | 2.88% | - |
 TSCO.L | 0.04% | 3.13% | $0.12 |
 AV.L | 0.03% | 5.48% | $0.33 |
 MO | 0.03% | 6.35% | $3.92 |
 BTI | 0.03% | 5.37% | $2.92 |
 BP.L | 0.03% | 5.87% | $0.23 |
 HSBC | 0.03% | 4.73% | $3.03 |
 VOO | 0.02% | 1.22% | - |
 JNJ | 0.02% | 2.87% | $4.81 |
 T | 0.02% | 3.76% | $1.11 |
 VZ | 0.02% | 6.22% | $2.66 |
 PSEC | 0.02% | 26.37% | $0.72 |
 HAS | 0.02% | 3.65% | $2.8 |
 F | 0.02% | 6.44% | $0.78 |
 KEY | 0.02% | 4.35% | $0.82 |
 TGT | 0.02% | 5.07% | $4.42 |
 KHC | 0.01% | 6.22% | $1.6 |
 PFE | 0.01% | 7.17% | $1.66 |
 MKS.L | 0.01% | 1.04% | $0.03 |
 ET | 0.01% | 7.43% | $1.25 |
 K | 0.01% | 2.9% | $2.28 |
 IBM | 0.01% | 2.62% | $6.65 |
 TSN | 0.01% | 3.68% | $1.96 |
 KO | 0.01% | 3.04% | $1.89 |
 PBR.A | 0.01% | 9.89% | $2.21 |
 WPC | 0.01% | 5.17% | $3.67 |
 BG | 0.01% | 3.46% | $2.7 |
 ULVR.L | 0.01% | 3.33% | $1.47 |
 UPS | 0.01% | 7.8% | $6.5 |
 MPW | 0.01% | 6.59% | $0.6 |
 META | 0.01% | 0.34% | $1 |
 PEP | 0.01% | 3.93% | $5.15 |
 WMT | 0.01% | 0.91% | $0.81 |
 TSM | 0.01% | 0.95% | $1.74 |
 LMT | 0.01% | 2.8% | $12.45 |
 MSFT | 0.01% | 0.65% | $3 |
 O | 0.01% | 5.33% | $3.09 |
 MCD | 0.01% | 2.34% | $6.53 |
 SBRY.L | 0.01% | 4.28% | $0.13 |
 HM-B.ST | 0.01% | 4.59% | $6.5 |
 NKE | 0.01% | 2.19% | $1.45 |
 XOM | 0% | 3.54% | $3.76 |
 JUP.L | 0% | 3.47% | $0.1 |
 GOOGL | 0% | 0.33% | $0.2 |
 QCOM | 0% | 2.17% | $3.25 |
 GD | 0% | 1.82% | $5.48 |
 MMM | 0% | 1.85% | $5.21 |
 GLEN.L | 0% | 2.44% | $0.1 |
 COST | 0% | 0.51% | $19.22 |
 UNP | 0% | 2.51% | $5.2 |
 AWK | 0% | 2.31% | $2.89 |
 DG.US | 0% | 2.26% | $2.36 |
 SMSN.L | 0% | 1.53% | $23.68 |
 AAPL | 0% | 0.43% | $0.97 |
 INTC | 0% | 0.5% | $0.5 |
 0700.HK | 0% | 0.7% | $3.4 |
 V | 0% | 0.7% | $2.01 |
 NLOP | 0% | -1.05% | $-0.34 |
 KLG | 0% | -2.85% | $-0.48 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
MCD | Pay Day | Sep 16, 2025 | $1.77 |
TSM | Ex-Dividend | Sep 16, 2025 | $0.82 |
GLEN.L | Pay Day | Sep 19, 2025 | $0.05 |
META | Ex-Dividend | Sep 22, 2025 | $0.52 |
FRO | Pay Day | Sep 24, 2025 | $0.36 |
QCOM | Pay Day | Sep 25, 2025 | $0.89 |
HSBC | Pay Day | Sep 26, 2025 | $0.50 |
LMT | Pay Day | Sep 26, 2025 | $3.30 |
KHC | Pay Day | Sep 26, 2025 | $0.40 |
PSEC | Ex-Dividend | Sep 26, 2025 | $0.04 |
META | Pay Day | Sep 29, 2025 | $0.52 |
ARR | Pay Day | Sep 29, 2025 | $0.24 |
PEP | Pay Day | Sep 30, 2025 | $1.42 |
UNP | Pay Day | Sep 30, 2025 | $1.38 |
NLY | Ex-Dividend | Sep 30, 2025 | $0.70 |
KO | Pay Day | Oct 1, 2025 | $0.51 |
NKE | Pay Day | Oct 1, 2025 | $0.40 |
O | Ex-Dividend | Oct 1, 2025 | $0.27 |
BTI | Ex-Dividend | Oct 3, 2025 | $0.75 |
TSM | Pay Day | Oct 9, 2025 | $0.82 |
MPW | Pay Day | Oct 9, 2025 | $0.08 |
VZ | Ex-Dividend | Oct 10, 2025 | $0.69 |
GD | Ex-Dividend | Oct 10, 2025 | $1.50 |
MO | Pay Day | Oct 10, 2025 | $1.06 |
O | Pay Day | Oct 15, 2025 | $0.27 |
PSEC | Pay Day | Oct 22, 2025 | $0.04 |
NLY | Pay Day | Oct 31, 2025 | $0.70 |
VZ | Pay Day | Nov 3, 2025 | $0.69 |
HM-B.ST | Ex-Dividend | Nov 6, 2025 | $0.31 |
HM-B.ST | Pay Day | Nov 12, 2025 | $0.31 |
BTI | Pay Day | Nov 13, 2025 | $0.75 |
GD | Pay Day | Nov 14, 2025 | $1.50 |
BG | Ex-Dividend | Nov 17, 2025 | $0.70 |
TSN | Ex-Dividend | Dec 1, 2025 | $0.50 |
BG | Pay Day | Dec 1, 2025 | $0.70 |
WMT | Ex-Dividend | Dec 12, 2025 | $0.24 |
TSN | Pay Day | Dec 15, 2025 | $0.50 |
WMT | Pay Day | Jan 5, 2026 | $0.24 |
Performance Metrics
Score 5.9/10
Beta
1.45
1.45
0
0.8
1.2
0
2
Sharpe Ratio
0.56
0.56
0
0.5
1
1.5
1.5
Sortino Ratio
1.02
1.02
0
1
2
3
3
Jensen's Alpha
5.85
5.85
-2
0
2
6
6
Omega Ratio
1.36
1.36
0
1
1.5
2.5
2.5
Treynor Ratio
1.06
1.06
0
0.75
1.25
2
2
Information Ratio
0.4
0.4
0
0.3
0.6
1
1
Calmar Ratio
0.56
0.56
0
0.3
0.6
1
1
Beta
1.45
1.45
0
0.8
1.2
0
2
Sharpe Ratio
0.56
0.56
0
0.5
1
1.5
1.5
Sortino Ratio
1.02
1.02
0
1
2
3
3
Jensen's Alpha
5.85
5.85
-2
0
2
6
6
Omega Ratio
1.36
1.36
0
1
1.5
2.5
2.5
Treynor Ratio
1.06
1.06
0
0.75
1.25
2
2
Information Ratio
0.4
0.4
0
0.3
0.6
1
1
Calmar Ratio
0.56
0.56
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
33.7
High:
TSLA
229.29TSLALow:
KEY
-281.12KEYDetails
PEG Ratio
590.91
High:
AAPL
24,187.63AAPLLow:
ARR
-71.2ARRDetails
Price/Book
8.46
High:AAPL
52.83AAPLLow:
MCD
-78.96MCDDetails
Price/Sales
5.54
High:
MSTR
219.92MSTRLow:
ZIM
0.19ZIMDetails
Price/CF
20.27
High:MSTR
7,511.07MSTRLow:ZIM
0.56ZIMDetails
Price/FCF
54.46
High:
PEP
5,253.35PEPLow:ZIM
0.87ZIMDetails
P/E Ratio
33.7
High:TSLA
229.29TSLALow:KEY
-281.12KEYDetails
PEG Ratio
590.91
High:AAPL
24,187.63AAPLLow:ARR
-71.2ARRDetails
Price/Book
8.46
High:AAPL
52.83AAPLLow:MCD
-78.96MCDDetails
Price/Sales
5.54
High:MSTR
219.92MSTRLow:ZIM
0.19ZIMDetails
Price/CF
20.27
High:MSTR
7,511.07MSTRLow:ZIM
0.56ZIMDetails
Price/FCF
54.46
High:PEP
5,253.35PEPLow:ZIM
0.87ZIMDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-34.13% | Apr 2022 | Dec 2023 | 20 |
-18.17% | Feb 2025 | Jul 2025 | 5 |
-12.29% | Apr 2024 | Nov 2024 | 7 |
-4.89% | Dec 2024 | Jan 2025 | 1 |
-1.83% | Jan 2024 | Feb 2024 | 1 |