Loading...
-1.67%
Today
+0.34%
This Month
+18.28%
Year To Date
+188.08%
2 Years
+1194.28%
5 Years
+19.88%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs24.74%
- 🖥️ Technology Services19.16%
- 🪙 Cryptocurrencies15.4%
- 💵 Cash6.34%
- 💻 Electronic Technology5.73%
- ⛏️ Energy Minerals5.31%
- 🏭 Industrial Services4.59%
- 🪨 Non Energy Minerals4.04%
- 🧩 Miscellaneous3.42%
- 💰 Finance2.58%
- 🛍️ Retail Trade2.36%
- 🧬 Health Technology2.21%
- 🍞 Consumer Non Durables1.24%
- 🛠️ Producer Manufacturing0.96%
- 💼 Commercial Services0.64%
- 🚗 Consumer Durables0.42%
- 📈 Indexes0.36%
- 🌾 Commodities0.35%
- 🏥 Health Services0.16%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE43.14%
- 🇺🇸 Nasdaq31.73%
- 🌍 Digital Currency15.4%
- 🇩🇪 Xetra ETFs1.95%
- 🇬🇧 LSE0.74%
- 🌍 CFD0.36%
- 🌍 Commodity0.35%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States37.2%
- 🇨🇦 Canada7.61%
- 🇬🇧 United Kingdom2.23%
- 🇧🇲 Bermuda1.74%
- 🇦🇺 Australia1.67%
- 🇧🇷 Brazil1.22%
- 🇹🇼 Taiwan1.06%
- 🇨🇳 China0.09%
- 🇷🇺 Russia0%
Dividends
Dividend Yield
1.42%
44 out of 94 instruments pay dividend.
9 dividend payments in the next 30 days.
Highest Dividend: $LKOD.L (76.06%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 BIL | 0.18% | 4.76% | - |
 SHV | 0.17% | 4.78% | - |
 EPD | 0.13% | 6.83% | $2.03 |
 HDV | 0.13% | 3.54% | - |
 AMLP | 0.11% | 7.88% | - |
 SU | 0.07% | 4.26% | $1.59 |
 EWZ | 0.07% | 7.43% | - |
 ITUB | 0.06% | 4.8% | $0.15 |
 BP.L | 0.05% | 6.88% | $0.23 |
 BTI | 0.05% | 6.35% | $2.92 |
 USB | 0.04% | 4.55% | $1.94 |
 IUSC.DE | 0.04% | 4.76% | - |
 URA | 0.04% | 3.05% | - |
 SHEL | 0.03% | 4.15% | $2.7 |
 VWO | 0.03% | 3.13% | - |
 DVN | 0.03% | 3.6% | $2.05 |
 EOG | 0.03% | 3.55% | $5.06 |
 HAL | 0.02% | 3.39% | $0.66 |
 SCCO | 0.02% | 2.73% | $3.76 |
 CNQ | 0.02% | 5.05% | $1.48 |
 BHP | 0.02% | 4.9% | $3.01 |
 XLE | 0.02% | 3.55% | - |
 EEM | 0.02% | 2.32% | - |
 MCHI | 0.02% | 2.09% | - |
 ET | 0.02% | 7.32% | $1.25 |
 TSM | 0.01% | 1.11% | $1.74 |
 FCX | 0.01% | 1.43% | $0.6 |
 OIH | 0.01% | 2.6% | - |
 GDXJ | 0.01% | 1.82% | - |
 TECK | 0% | 0.89% | $0.37 |
 LKOD.L | 0% | 76.06% | - |
 RRC | 0% | 0.91% | $0.32 |
 CI | 0% | 1.88% | $5.26 |
 JD.US | 0% | 2.95% | $0.74 |
 GDX | 0% | 0.82% | - |
 CCJ | 0% | 0.18% | $0.09 |
 TAN | 0% | 0.58% | - |
 NVDA | 0% | -0.03% | $-0.02 |
 PVH | 0% | -0.22% | $-0.15 |
 AAPL | 0% | -0.5% | $-0.97 |
 COST | 0% | -0.47% | $-19.22 |
 BBY | 0% | -5.36% | $-3.72 |
 RSP | -0.01% | -1.66% | - |
 WMT | -0.01% | -0.96% | $-0.81 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
NVDA | Ex-Dividend | Jun 11, 2025 | -$0.01 |
TSM | Ex-Dividend | Jun 12, 2025 | $0.68 |
DVN | Ex-Dividend | Jun 13, 2025 | $0.24 |
RRC | Ex-Dividend | Jun 13, 2025 | $0.09 |
TECK | Ex-Dividend | Jun 16, 2025 | $0.09 |
BBY | Ex-Dividend | Jun 18, 2025 | -$0.95 |
CI | Pay Day | Jun 18, 2025 | $1.51 |
SHEL | Pay Day | Jun 23, 2025 | $0.72 |
HAL | Pay Day | Jun 25, 2025 | $0.17 |
PVH | Pay Day | Jun 25, 2025 | -$0.04 |
SU | Pay Day | Jun 25, 2025 | $0.41 |
BTI | Ex-Dividend | Jun 27, 2025 | $0.75 |
RRC | Pay Day | Jun 27, 2025 | $0.09 |
DVN | Pay Day | Jun 30, 2025 | $0.24 |
TECK | Pay Day | Jun 30, 2025 | $0.09 |
NVDA | Pay Day | Jul 3, 2025 | -$0.01 |
BBY | Pay Day | Jul 10, 2025 | -$0.95 |
TSM | Pay Day | Jul 10, 2025 | $0.68 |
EOG | Ex-Dividend | Jul 17, 2025 | $0.98 |
EOG | Pay Day | Jul 31, 2025 | $0.98 |
BTI | Pay Day | Aug 6, 2025 | $0.75 |
WMT | Ex-Dividend | Aug 15, 2025 | -$0.24 |
WMT | Pay Day | Sep 2, 2025 | -$0.24 |
EEM | Pay Day | Dec 20, 2025 | $0.73 |
EWZ | Pay Day | Dec 20, 2025 | $0.00 |
MCHI | Pay Day | Dec 20, 2025 | $0.00 |
GDX | Pay Day | Dec 24, 2025 | $0.40 |
GDXJ | Pay Day | Dec 24, 2025 | $0.00 |
OIH | Pay Day | Dec 24, 2025 | $5.44 |
TAN | Pay Day | Dec 27, 2025 | $0.17 |
Performance Metrics
Score 6.9/10
Beta
0.08
0.08
0
0.8
1.2
0
2
Sharpe Ratio
0.53
0.53
0
0.5
1
1.5
1.5
Sortino Ratio
1.03
1.03
0
1
2
3
3
Jensen's Alpha
38.07
38.07
-2
0
2
39
39
Omega Ratio
1.38
1.38
0
1
1.5
2.5
2.5
Treynor Ratio
33.99
33.99
0
0.75
1.25
34
34
Information Ratio
0.36
0.36
0
0.3
0.6
1
1
Calmar Ratio
0.26
0.26
0
0.3
0.6
1
1
Beta
0.08
0.08
0
0.8
1.2
0
2
Sharpe Ratio
0.53
0.53
0
0.5
1
1.5
1.5
Sortino Ratio
1.03
1.03
0
1
2
3
3
Jensen's Alpha
38.07
38.07
-2
0
2
39
39
Omega Ratio
1.38
1.38
0
1
1.5
2.5
2.5
Treynor Ratio
33.99
33.99
0
0.75
1.25
34
34
Information Ratio
0.36
0.36
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
50.42
High:
TSLA
182.61TSLALow:
BP.L
-61.71BP.LDetails
PEG Ratio
900
High:
CCJ
10,370.61CCJLow:
HIVE
-36.82HIVEDetails
Price/Book
5.94
High:
AAPL
45.36AAPLLow:
LKOD.L
0.01LKOD.LDetails
Price/Sales
4.03
High:
RGTI
387.06RGTILow:
JD.US
0.3JD.USDetails
Price/CF
19.79
High:
MSTR
7,511.07MSTRLow:
ITUB
2.38ITUBDetails
Price/FCF
42.5
High:MSTR
1,187.5MSTRLow:ITUB
2.95ITUBDetails
P/E Ratio
50.42
High:TSLA
182.61TSLALow:BP.L
-61.71BP.LDetails
PEG Ratio
900
High:CCJ
10,370.61CCJLow:HIVE
-36.82HIVEDetails
Price/Book
5.94
High:AAPL
45.36AAPLLow:LKOD.L
0.01LKOD.LDetails
Price/Sales
4.03
High:RGTI
387.06RGTILow:JD.US
0.3JD.USDetails
Price/CF
19.79
High:MSTR
7,511.07MSTRLow:ITUB
2.38ITUBDetails
Price/FCF
42.5
High:MSTR
1,187.5MSTRLow:ITUB
2.95ITUBDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-74.71% | Mar 2018 | Dec 2020 | 33 |
-48.46% | Nov 2021 | Feb 2024 | 27 |
-24.79% | May 2021 | Oct 2021 | 5 |
-15.16% | Feb 2025 | Apr 2025 | 2 |
-7.2% | Jun 2024 | Sep 2024 | 3 |
-5.8% | Dec 2024 | Jan 2025 | 1 |
-4.93% | Apr 2024 | May 2024 | 1 |