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-1.96%
This Month
+16.66%
Year To Date
+123.97%
2 Years
+86.79%
5 Years
+86.79%
10 Years
+22.46%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies59.72%
- 🖥️ Technology Services8.02%
- 🛍️ Retail Trade6.33%
- 📊 ETFs5.03%
- 💰 Finance3.9%
- 💻 Electronic Technology3.74%
- 🍞 Consumer Non Durables3.16%
- 🚗 Consumer Durables2.77%
- 🚚 Transportation1.92%
- 🧬 Health Technology1.29%
- 📡 Communications0.81%
- ⛏️ Energy Minerals0.72%
- 💼 Commercial Services0.7%
- 💵 Cash0.57%
- 🧪 Process Industries0.35%
- 💇♀️ Consumer Services0.3%
- 📦 Distribution Services0.24%
- 🧩 Miscellaneous0.23%
- 🛠️ Producer Manufacturing0.18%
- 🏭 Industrial Services0.17%
- ⚡ Utilities0.14%
- 🏥 Health Services0.02%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency59.72%
- 🇺🇸 NYSE19.27%
- 🇺🇸 Nasdaq15.51%
- 🇬🇧 LSE4.86%
- 🇭🇰 Hong Kong Exchanges0.21%
- 🇸🇪 Stockholm Stock Exchange0.16%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States25.76%
- 🇬🇧 United Kingdom5.53%
- 🇨🇾 Cyprus1.27%
- 🇹🇼 Taiwan0.96%
- 🇮🇱 Israel0.4%
- 🇮🇪 Ireland0.22%
- 🇨🇳 China0.21%
- 🇰🇷 South Korea0.21%
- 🇨🇭 Switzerland0.17%
- 🇸🇪 Sweden0.16%
- 🇧🇷 Brazil0.1%
Dividends
Dividend Yield
1.03%
59 out of 96 instruments pay dividend.
8 dividend payments in the next 30 days.
Highest Dividend: $ZIM (50.37%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 ZIM | 0.2% | 50.37% | $0.23 |
 ARR | 0.07% | 18.63% | $3.84 |
 NLY | 0.06% | 13.4% | $2.6 |
 FRO | 0.06% | 4.71% | $2.17 |
 TSCO.L | 0.04% | 3.23% | $0.12 |
 AV.L | 0.03% | 5.57% | $0.33 |
 MO | 0.03% | 6.42% | $3.92 |
 BTI | 0.03% | 5.9% | $2.92 |
 BP.L | 0.03% | 5.93% | $0.23 |
 HSBC | 0.03% | 4.97% | $3.03 |
 JNJ | 0.02% | 2.68% | $4.81 |
 T | 0.02% | 4.25% | $1.11 |
 VZ | 0.02% | 6.77% | $2.66 |
 HAS | 0.02% | 3.82% | $2.8 |
 KEY | 0.02% | 4.94% | $0.82 |
 F | 0.02% | 6.45% | $0.78 |
 TGT | 0.02% | 5.07% | $4.42 |
 PSEC | 0.02% | 20.18% | $0.72 |
 KHC | 0.02% | 6.39% | $1.6 |
 PFE | 0.01% | 7.09% | $1.66 |
 ET | 0.01% | 7.85% | $1.25 |
 MKS.L | 0.01% | 0.91% | $0.03 |
 K | 0.01% | 2.77% | $2.28 |
 IBM | 0.01% | 2.43% | $6.65 |
 TSN | 0.01% | 3.86% | $1.96 |
 PBR.A | 0.01% | 11.46% | $2.21 |
 KO | 0.01% | 2.99% | $1.89 |
 WPC | 0.01% | 5.29% | $3.67 |
 BG | 0.01% | 2.96% | $2.7 |
 UPS | 0.01% | 7.74% | $6.5 |
 ULVR.L | 0.01% | 3.33% | $1.47 |
 MPW | 0.01% | 6.12% | $0.6 |
 META | 0.01% | 0.37% | $1 |
 WMT | 0.01% | 0.89% | $0.81 |
 PEP | 0.01% | 3.65% | $5.15 |
 TSM | 0.01% | 0.83% | $1.74 |
 LMT | 0.01% | 2.72% | $12.45 |
 MSFT | 0.01% | 0.67% | $3 |
 MCD | 0.01% | 2.32% | $6.53 |
 O | 0.01% | 5.42% | $3.09 |
 SBRY.L | 0.01% | 4.04% | $0.13 |
 NKE | 0.01% | 2.4% | $1.45 |
 HM-B.ST | 0.01% | 3.88% | $6.5 |
 XOM | 0% | 3.58% | $3.76 |
 JUP.L | 0% | 2.97% | $0.1 |
 GOOGL | 0% | 0.33% | $0.2 |
 QCOM | 0% | 2.15% | $3.25 |
 GLEN.L | 0% | 2.12% | $0.1 |
 MMM | 0% | 1.91% | $5.21 |
 GD | 0% | 1.8% | $5.48 |
 COST | 0% | 0.53% | $19.22 |
 UNP | 0% | 2.41% | $5.2 |
 AWK | 0% | 2.23% | $2.89 |
 DG.US | 0% | 2.28% | $2.36 |
 SMSN.L | 0% | 1.23% | $23.68 |
 AAPL | 0% | 0.42% | $0.97 |
 INTC | 0% | 0.34% | $0.5 |
 0700.HK | 0% | 0.73% | $3.4 |
 V | 0% | 0.71% | $2.01 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
PSEC | Ex-Dividend | Oct 29, 2025 | $0.04 |
ARR | Pay Day | Oct 30, 2025 | $0.24 |
COST | Ex-Dividend | Oct 31, 2025 | $1.30 |
O | Ex-Dividend | Oct 31, 2025 | $0.27 |
NLY | Pay Day | Oct 31, 2025 | $0.70 |
T | Pay Day | Nov 3, 2025 | $0.28 |
VZ | Pay Day | Nov 3, 2025 | $0.69 |
HM-B.ST | Ex-Dividend | Nov 6, 2025 | $0.31 |
PFE | Ex-Dividend | Nov 7, 2025 | $0.43 |
TGT | Ex-Dividend | Nov 12, 2025 | $1.14 |
HM-B.ST | Pay Day | Nov 12, 2025 | $0.31 |
COST | Pay Day | Nov 14, 2025 | $1.30 |
GD | Pay Day | Nov 14, 2025 | $1.50 |
O | Pay Day | Nov 14, 2025 | $0.27 |
BG | Ex-Dividend | Nov 17, 2025 | $0.70 |
PSEC | Pay Day | Nov 18, 2025 | $0.04 |
MSFT | Ex-Dividend | Nov 20, 2025 | $0.91 |
TSCO.L | Pay Day | Nov 21, 2025 | $0.06 |
JNJ | Ex-Dividend | Nov 25, 2025 | $1.30 |
PFE | Pay Day | Dec 1, 2025 | $0.43 |
LMT | Ex-Dividend | Dec 1, 2025 | $3.45 |
TGT | Pay Day | Dec 1, 2025 | $1.14 |
TSN | Ex-Dividend | Dec 1, 2025 | $0.50 |
BG | Pay Day | Dec 1, 2025 | $0.70 |
JNJ | Pay Day | Dec 9, 2025 | $1.30 |
MSFT | Pay Day | Dec 11, 2025 | $0.91 |
TSM | Ex-Dividend | Dec 11, 2025 | $0.84 |
WMT | Ex-Dividend | Dec 12, 2025 | $0.24 |
TSN | Pay Day | Dec 15, 2025 | $0.50 |
LMT | Pay Day | Dec 30, 2025 | $3.45 |
BTI | Ex-Dividend | Dec 30, 2025 | $0.75 |
WMT | Pay Day | Jan 5, 2026 | $0.24 |
TSM | Pay Day | Jan 8, 2026 | $0.84 |
BTI | Pay Day | Feb 9, 2026 | $0.75 |
Performance Metrics
Score 6/10
Beta
1.45
1.45
0
0.8
1.2
0
2
Sharpe Ratio
0.58
0.58
0
0.5
1
1.5
1.5
Sortino Ratio
1.06
1.06
0
1
2
3
3
Jensen's Alpha
5.51
5.51
-2
0
2
6
6
Omega Ratio
1.37
1.37
0
1
1.5
2.5
2.5
Treynor Ratio
1.09
1.09
0
0.75
1.25
2
2
Information Ratio
0.41
0.41
0
0.3
0.6
1
1
Calmar Ratio
0.58
0.58
0
0.3
0.6
1
1
Beta
1.45
1.45
0
0.8
1.2
0
2
Sharpe Ratio
0.58
0.58
0
0.5
1
1.5
1.5
Sortino Ratio
1.06
1.06
0
1
2
3
3
Jensen's Alpha
5.51
5.51
-2
0
2
6
6
Omega Ratio
1.37
1.37
0
1
1.5
2.5
2.5
Treynor Ratio
1.09
1.09
0
0.75
1.25
2
2
Information Ratio
0.41
0.41
0
0.3
0.6
1
1
Calmar Ratio
0.58
0.58
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
34.94
High:
TSLA
252TSLALow:
KEY
-261.5KEYDetails
PEG Ratio
676.52
High:
AAPL
25,764.79AAPLLow:
ARR
-72.41ARRDetails
Price/Book
8.66
High:AAPL
56.27AAPLLow:
MCD
-78.92MCDDetails
Price/Sales
5.68
High:
MSTR
196.91MSTRLow:
ZIM
0.19ZIMDetails
Price/CF
20.63
High:MSTR
7,511.07MSTRLow:ZIM
0.56ZIMDetails
Price/FCF
55.1
High:
PEP
5,253.35PEPLow:ZIM
0.87ZIMDetails
P/E Ratio
34.94
High:TSLA
252TSLALow:KEY
-261.5KEYDetails
PEG Ratio
676.52
High:AAPL
25,764.79AAPLLow:ARR
-72.41ARRDetails
Price/Book
8.66
High:AAPL
56.27AAPLLow:MCD
-78.92MCDDetails
Price/Sales
5.68
High:MSTR
196.91MSTRLow:ZIM
0.19ZIMDetails
Price/CF
20.63
High:MSTR
7,511.07MSTRLow:ZIM
0.56ZIMDetails
Price/FCF
55.1
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 |
-1.96% | Oct 2025 | - | 1 |
-1.83% | Jan 2024 | Feb 2024 | 1 |