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+2.01%
Today
+3.18%
This Month
-4.03%
Year To Date
+41.39%
2 Years
+46.31%
5 Years
+9.6%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs58.36%
- 🪙 Cryptocurrencies15.24%
- 💻 Electronic Technology12.97%
- 🖥️ Technology Services8.03%
- 🚗 Consumer Durables1.78%
- ⛏️ Energy Minerals1.43%
- 💇♀️ Consumer Services0.7%
- 💵 Cash0.58%
- 💰 Finance0.48%
- 🧬 Health Technology0.34%
- 📡 Communications0.21%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE32.78%
- 🇺🇸 Nasdaq32.22%
- 🇬🇧 LSE17.86%
- 🌍 Digital Currency15.24%
- 🇩🇪 Xetra ETFs0.53%
- 🇨🇭 SIX0.48%
- 🇺🇸 Chicago Board Options Exchange0.44%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States22.05%
- 🇱🇺 Luxembourg1.52%
- 🇧🇷 Brazil1.43%
- 🇨🇭 Switzerland0.48%
- 🇨🇳 China0.34%
- 🇳🇱 Netherlands0.12%
Dividends
Dividend Yield
1.13%
32 out of 59 instruments pay dividend.
6 dividend payments in the next 30 days.
Highest Dividend: $PBR (15.77%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 PBR | 0.23% | 15.77% | $1.73 |
 SOXL | 0.16% | 2.88% | - |
 TQQQ | 0.15% | 1.79% | - |
 SPY5.L | 0.08% | 1.05% | - |
 UPRO | 0.07% | 1.31% | - |
 SPYD | 0.06% | 4.56% | - |
 UDOW | 0.06% | 1.28% | - |
 IUSA.L | 0.04% | 1.94% | - |
 SPY | 0.04% | 1.29% | - |
 XLF | 0.03% | 1.46% | - |
 PFE | 0.02% | 7.27% | $1.66 |
 UDVD.L | 0.02% | 2.17% | - |
 ZURN.ZU | 0.02% | 4.83% | $26 |
 AAPL | 0.02% | 0.49% | $0.97 |
 INTC | 0.02% | 2.47% | $0.5 |
 XLK | 0.02% | 0.74% | - |
 QQQ | 0.01% | 0.58% | - |
 IVV | 0.01% | 1.39% | - |
 META | 0.01% | 0.29% | $1 |
 VFH | 0.01% | 1.87% | - |
 T | 0.01% | 3.97% | $1.11 |
 ISF.L | 0.01% | 3.54% | - |
 DIS | 0.01% | 0.88% | $0.75 |
 EWG | 0.01% | 1.91% | - |
 IBZL.L | 0% | 6.41% | - |
 GOOG | 0% | 0.46% | $0.2 |
 VO | 0% | 1.53% | - |
 IBB | 0% | 0.3% | - |
 NVDA | 0% | 0.03% | $0.02 |
 WDC | 0% | 0.18% | - |
 VOOG | 0% | 0.6% | - |
 ASML | 0% | 0.78% | $5.57 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
GOOG | Ex-Dividend | Jun 9, 2025 | $0.21 |
NVDA | Ex-Dividend | Jun 11, 2025 | $0.01 |
PFE | Pay Day | Jun 13, 2025 | $0.43 |
GOOG | Pay Day | Jun 16, 2025 | $0.21 |
META | Ex-Dividend | Jun 16, 2025 | $0.52 |
EWG | Pay Day | Jun 17, 2025 | $0.00 |
WDC | Pay Day | Jun 18, 2025 | $0.10 |
DIS | Ex-Dividend | Jun 24, 2025 | $0.50 |
META | Pay Day | Jun 26, 2025 | $0.52 |
NVDA | Pay Day | Jul 3, 2025 | $0.01 |
DIS | Pay Day | Jul 23, 2025 | $0.50 |
PBR | Pay Day | Sep 29, 2025 | $0.11 |
Performance Metrics
Score 3.2/10
Beta
1.34
1.34
0
0.8
1.2
0
2
Sharpe Ratio
0.32
0.32
0
0.5
1
1.5
1.5
Sortino Ratio
0.52
0.52
0
1
2
3
3
Jensen's Alpha
-9.64
-9.64
-10
0
2
4.5
4.5
Omega Ratio
0.83
0.83
0
1
1.5
2.5
2.5
Treynor Ratio
0.61
0.61
0
0.75
1.25
2
2
Information Ratio
-0.23
-0.23
-1
0.3
0.6
1
1
Calmar Ratio
0.14
0.14
0
0.3
0.6
1
1
Beta
1.34
1.34
0
0.8
1.2
0
2
Sharpe Ratio
0.32
0.32
0
0.5
1
1.5
1.5
Sortino Ratio
0.52
0.52
0
1
2
3
3
Jensen's Alpha
-9.64
-9.64
-10
0
2
4.5
4.5
Omega Ratio
0.83
0.83
0
1
1.5
2.5
2.5
Treynor Ratio
0.61
0.61
0
0.75
1.25
2
2
Information Ratio
-0.23
-0.23
-1
0.3
0.6
1
1
Calmar Ratio
0.14
0.14
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
37.34
High:
TSLA
156.57TSLALow:
MARA
-10.34MARADetails
PEG Ratio
49.98
High:
ASML
147.93ASMLLow:
NIO
-56.76NIODetails
Price/Book
21.83
High:
AAPL
44.87AAPLLow:NIO
-139.34NIODetails
Price/Sales
11.7
High:
NVDA
23.2NVDALow:
BNGO
0.35BNGODetails
Price/CF
28.03
High:TSLA
54.2TSLALow:
PBR
2.59PBRDetails
Price/FCF
38.03
High:TSLA
134.59TSLALow:
ZURN.ZU
4.64ZURN.ZUDetails
P/E Ratio
37.34
High:TSLA
156.57TSLALow:MARA
-10.34MARADetails
PEG Ratio
49.98
High:ASML
147.93ASMLLow:NIO
-56.76NIODetails
Price/Book
21.83
High:AAPL
44.87AAPLLow:NIO
-139.34NIODetails
Price/Sales
11.7
High:NVDA
23.2NVDALow:BNGO
0.35BNGODetails
Price/CF
28.03
High:TSLA
54.2TSLALow:PBR
2.59PBRDetails
Price/FCF
38.03
High:TSLA
134.59TSLALow:ZURN.ZU
4.64ZURN.ZUDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-56.2% | Feb 2021 | - | 53 |
-3.43% | Jun 2020 | Aug 2020 | 2 |
-1.94% | Sep 2020 | Nov 2020 | 2 |