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-1.04%
Today
+0.18%
This Month
+3.03%
Year To Date
+64.03%
2 Years
+114.61%
5 Years
+14.41%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies25.7%
- 💻 Electronic Technology18.33%
- 💰 Finance8.05%
- 🖥️ Technology Services7.37%
- 💵 Cash5.74%
- 💇♀️ Consumer Services5.2%
- 🚚 Transportation4.22%
- 🚗 Consumer Durables4.07%
- 🛍️ Retail Trade3.21%
- 💼 Commercial Services2.73%
- 🛠️ Producer Manufacturing2.67%
- 🧬 Health Technology2.47%
- ⛏️ Energy Minerals2.39%
- 👥 Copy Trading2.25%
- 🪨 Non Energy Minerals2.15%
- 📡 Communications1.7%
- 🍞 Consumer Non Durables0.53%
- 🧪 Process Industries0.21%
- 🏭 Industrial Services0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq30.45%
- 🌍 Digital Currency25.7%
- 🇺🇸 NYSE21.99%
- 🇮🇹 Borsa Italiana7.24%
- 🇬🇧 LSE3.33%
- 🇩🇰 Copenhagen Stock Exchange2.1%
- 🇫🇷 Euronext Paris1.8%
- 🌍 Commodity0.44%
- 🇩🇪 Xetra ETFs0.03%
- 🇺🇸 Chicago Board Options Exchange0.01%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States41.5%
- 🇮🇹 Italy9.34%
- 🇨🇳 China4.38%
- 🇬🇧 United Kingdom3.77%
- 🇨🇦 Canada3.27%
- 🇩🇰 Denmark2.1%
- 🇫🇷 France1.8%
- 🇳🇱 Netherlands0.03%
- 🇹🇼 Taiwan0.01%
- 🇮🇱 Israel0%
Dividends
Dividend Yield
0.41%
17 out of 86 instruments pay dividend.
10 dividend payments in the next 30 days.
Highest Dividend: $VOD (4.52%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 FANG | 0.09% | 3.78% | $9.26 |
 LDO.MI | 0.07% | 0.96% | $0.28 |
 ADP.PA | 0.05% | 2.65% | $3.82 |
 AXP | 0.04% | 0.98% | $2.6 |
 GEN | 0.04% | 1.71% | $0.5 |
 RR.L | 0.02% | 0.68% | - |
 VOD | 0.02% | 4.52% | $0.94 |
 MA | 0.02% | 0.49% | $2.46 |
 RACE | 0.01% | 0.67% | $2.64 |
 VWS.CO | 0.01% | 0.52% | - |
 AAPL | 0.01% | 0.5% | $0.97 |
 GOOG | 0.01% | 0.47% | $0.2 |
 META | 0.01% | 0.3% | $1 |
 fparramartinez | 0% | 0.56% | - |
 CCJ | 0% | 0.18% | $0.09 |
 WDC | 0% | 0.18% | - |
 stevocc | 0% | 0.2% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
GOOG | Ex-Dividend | Jun 9, 2025 | $0.21 |
GOOG (stevocc) | Ex-Dividend | Jun 9, 2025 | $0.21 |
GEN | Pay Day | Jun 11, 2025 | $0.12 |
 NVDA (stevocc) | Ex-Dividend | Jun 11, 2025 | $0.01 |
 MSFT (stevocc) | Pay Day | Jun 12, 2025 | $0.83 |
 BABA (stevocc) | Ex-Dividend | Jun 12, 2025 | $0.95 |
 TSM (stevocc) | Ex-Dividend | Jun 12, 2025 | $0.68 |
GOOG | Pay Day | Jun 16, 2025 | $0.21 |
META | Ex-Dividend | Jun 16, 2025 | $0.52 |
GOOG (stevocc) | Pay Day | Jun 16, 2025 | $0.21 |
META (stevocc) | Ex-Dividend | Jun 16, 2025 | $0.52 |
WDC | Pay Day | Jun 18, 2025 | $0.10 |
 VST (fparramartinez) | Ex-Dividend | Jun 18, 2025 | $0.22 |
LDO.MI | Ex-Dividend | Jun 23, 2025 | $0.56 |
 DIS (stevocc) | Ex-Dividend | Jun 24, 2025 | $0.50 |
LDO.MI | Pay Day | Jun 25, 2025 | $0.56 |
META | Pay Day | Jun 26, 2025 | $0.52 |
META (stevocc) | Pay Day | Jun 26, 2025 | $0.52 |
VST (fparramartinez) | Pay Day | Jun 30, 2025 | $0.22 |
 DBRG (fparramartinez) | Ex-Dividend | Jun 30, 2025 | $0.01 |
NVDA (stevocc) | Pay Day | Jul 3, 2025 | $0.01 |
BABA (stevocc) | Pay Day | Jul 10, 2025 | $0.95 |
TSM (stevocc) | Pay Day | Jul 10, 2025 | $0.68 |
DBRG (fparramartinez) | Pay Day | Jul 15, 2025 | $0.01 |
DIS (stevocc) | Pay Day | Jul 23, 2025 | $0.50 |
VOD | Pay Day | Aug 1, 2025 | $0.25 |
 SMH (fparramartinez) | Pay Day | Dec 24, 2025 | $1.07 |
Performance Metrics
Score 5.8/10
Beta
1.25
1.25
0
0.8
1.2
0
2
Sharpe Ratio
0.4
0.4
0
0.5
1
1.5
1.5
Sortino Ratio
1.06
1.06
0
1
2
3
3
Jensen's Alpha
8.41
8.41
-2
0
2
9
9
Omega Ratio
1.35
1.35
0
1
1.5
2.5
2.5
Treynor Ratio
1.39
1.39
0
0.75
1.25
2
2
Information Ratio
0.23
0.23
0
0.3
0.6
1
1
Calmar Ratio
0.26
0.26
0
0.3
0.6
1
1
Beta
1.25
1.25
0
0.8
1.2
0
2
Sharpe Ratio
0.4
0.4
0
0.5
1
1.5
1.5
Sortino Ratio
1.06
1.06
0
1
2
3
3
Jensen's Alpha
8.41
8.41
-2
0
2
9
9
Omega Ratio
1.35
1.35
0
1
1.5
2.5
2.5
Treynor Ratio
1.39
1.39
0
0.75
1.25
2
2
Information Ratio
0.23
0.23
0
0.3
0.6
1
1
Calmar Ratio
0.26
0.26
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
30.31
High:
TSLA
182.61TSLALow:
DKNG
-42.71DKNGDetails
PEG Ratio
572.44
High:
CCJ
10,370.61CCJLow:
AI
-251.25AIDetails
Price/Book
9.25
High:
MA
79.68MALow:
NIO
-144.34NIODetails
Price/Sales
5.12
High:
OCGN
57.29OCGNLow:
CRBP
-CRBPDetails
Price/CF
18.71
High:
BB
176.28BBLow:
HTZ
0.57HTZDetails
Price/FCF
39.88
High:
ADP.PA
479.59ADP.PALow:HTZ
0.31HTZDetails
P/E Ratio
30.31
High:TSLA
182.61TSLALow:DKNG
-42.71DKNGDetails
PEG Ratio
572.44
High:CCJ
10,370.61CCJLow:AI
-251.25AIDetails
Price/Book
9.25
High:MA
79.68MALow:NIO
-144.34NIODetails
Price/Sales
5.12
High:OCGN
57.29OCGNLow:CRBP
-CRBPDetails
Price/CF
18.71
High:BB
176.28BBLow:HTZ
0.57HTZDetails
Price/FCF
39.88
High:ADP.PA
479.59ADP.PALow:HTZ
0.31HTZDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-56.13% | Jan 2018 | Apr 2021 | 39 |
-47.89% | May 2021 | Nov 2024 | 42 |
-13.12% | Feb 2025 | - | 5 |
-2.32% | Dec 2024 | Jan 2025 | 1 |