Loading...
+0.48%
Today
-4.4%
This Month
-16.36%
Year To Date
+58.56%
2 Years
+68.13%
5 Years
+12.48%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies19.33%
- 📊 ETFs13.85%
- 👥 Copy Trading13.48%
- 💻 Electronic Technology13.29%
- 🌾 Commodities8.22%
- 🛍️ Retail Trade8.17%
- 💰 Finance7.24%
- 🖥️ Technology Services4.63%
- 🍞 Consumer Non Durables4.47%
- 🧬 Health Technology4.37%
- 🚗 Consumer Durables2.32%
- 💇♀️ Consumer Services1.2%
- 💼 Commercial Services0.47%
- 💵 Cash0.03%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq35.46%
- 🇺🇸 NYSE27.57%
- 🌍 Digital Currency24.55%
- 🌍 Commodity8.22%
- 🇺🇸 Chicago Board Options Exchange4.24%
- 🇬🇧 LSE0.34%
- 🇭🇰 Hong Kong Exchanges0.18%
- 🇪🇸 Bolsa De Madrid0.15%
- 🇳🇱 Euronext Amsterdam0.12%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States51.76%
- 🇨🇳 China0.86%
- 🇬🇧 United Kingdom0.64%
- 🇸🇬 Singapore0.23%
- 🇪🇸 Spain0.15%
- 🇹🇼 Taiwan0.15%
- 🇮🇪 Ireland0.13%
- 🇳🇱 Netherlands0.12%
- 🇯🇵 Japan0.08%
- 🇦🇺 Australia0.05%
- 🇨🇦 Canada0.05%
Dividends
Dividend Yield
0.7%
17 out of 34 instruments pay dividend.
10 dividend payments in the next 30 days.
Highest Dividend: $BLOK (7%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 ABBV | 0.12% | 3.69% | $6.06 |
 KHC | 0.08% | 5.43% | $1.6 |
 KO | 0.08% | 2.69% | $1.89 |
 BLOK | 0.08% | 7% | - |
 BAC | 0.05% | 2.73% | $0.96 |
 BitcoinWorldWide | 0.05% | 0.99% | - |
 MGK | 0.04% | 0.49% | - |
 AXP | 0.04% | 1.16% | $2.6 |
 AAPL | 0.03% | 0.51% | $0.97 |
 JNJ | 0.03% | 3.19% | $4.81 |
 thomaspj | 0.02% | 1.44% | - |
 GOOG | 0.02% | 0.52% | $0.2 |
 MSFT | 0.01% | 0.88% | $3 |
 InTheGame | 0.01% | 0.53% | - |
 V | 0.01% | 0.67% | $2.01 |
 BABA | 0% | 0.9% | $0.98 |
 NVDA | 0% | 0.04% | $0.02 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 BK (BitcoinWorldWide) | Ex-Dividend | Apr 21, 2025 | $0.47 |
 JOYY (InTheGame) | Pay Day | Apr 30, 2025 | $0.93 |
 JPM (thomaspj) | Pay Day | Apr 30, 2025 | $1.40 |
 AON (BitcoinWorldWide) | Ex-Dividend | May 1, 2025 | $0.74 |
BK (BitcoinWorldWide) | Pay Day | May 2, 2025 | $0.47 |
 C (thomaspj) | Ex-Dividend | May 5, 2025 | $0.56 |
AXP | Pay Day | May 9, 2025 | $0.82 |
AXP (BitcoinWorldWide) | Pay Day | May 9, 2025 | $0.82 |
 MA (BitcoinWorldWide) | Pay Day | May 9, 2025 | $0.76 |
AXP (thomaspj) | Pay Day | May 9, 2025 | $0.82 |
MSFT | Ex-Dividend | May 15, 2025 | $0.83 |
ABBV | Pay Day | May 15, 2025 | $1.64 |
MSFT (InTheGame) | Ex-Dividend | May 15, 2025 | $0.83 |
 MMC (BitcoinWorldWide) | Pay Day | May 15, 2025 | $0.82 |
AON (BitcoinWorldWide) | Pay Day | May 15, 2025 | $0.74 |
 0700.HK (InTheGame) | Ex-Dividend | May 16, 2025 | $0.58 |
 WKL.NV (BitcoinWorldWide) | Ex-Dividend | May 19, 2025 | $1.58 |
C (thomaspj) | Pay Day | May 23, 2025 | $0.56 |
JNJ | Ex-Dividend | May 27, 2025 | $1.30 |
0700.HK (InTheGame) | Pay Day | May 30, 2025 | $0.58 |
 GS (BitcoinWorldWide) | Ex-Dividend | May 30, 2025 | $3.00 |
 IBKR (BitcoinWorldWide) | Ex-Dividend | May 30, 2025 | $0.32 |
 LYG (BitcoinWorldWide) | Pay Day | May 30, 2025 | $0.10 |
GS (thomaspj) | Ex-Dividend | May 30, 2025 | $3.00 |
 QCOM (InTheGame) | Ex-Dividend | Jun 5, 2025 | $0.89 |
JNJ | Pay Day | Jun 10, 2025 | $1.30 |
WKL.NV (BitcoinWorldWide) | Pay Day | Jun 11, 2025 | $1.58 |
MSFT | Pay Day | Jun 12, 2025 | $0.83 |
MSFT (InTheGame) | Pay Day | Jun 12, 2025 | $0.83 |
 TSM (InTheGame) | Ex-Dividend | Jun 12, 2025 | $0.68 |
TSM (BitcoinWorldWide) | Ex-Dividend | Jun 12, 2025 | $0.68 |
IBKR (BitcoinWorldWide) | Pay Day | Jun 13, 2025 | $0.32 |
QCOM (InTheGame) | Pay Day | Jun 26, 2025 | $0.89 |
GS (BitcoinWorldWide) | Pay Day | Jun 27, 2025 | $3.00 |
GS (thomaspj) | Pay Day | Jun 27, 2025 | $3.00 |
TSM (InTheGame) | Pay Day | Jul 10, 2025 | $0.68 |
TSM (BitcoinWorldWide) | Pay Day | Jul 10, 2025 | $0.68 |
BLOK | Pay Day | Dec 31, 2025 | $2.59 |
Performance Metrics
Score 5.4/10
Beta
1.48
1.48
0
0.8
1.2
0
2
Sharpe Ratio
0.47
0.47
0
0.5
1
1.5
1.5
Sortino Ratio
0.8
0.8
0
1
2
3
3
Jensen's Alpha
2.55
2.55
-2
0
2
4.5
4.5
Omega Ratio
1.24
1.24
0
1
1.5
2.5
2.5
Treynor Ratio
0.84
0.84
0
0.75
1.25
2
2
Information Ratio
0.29
0.29
0
0.3
0.6
1
1
Calmar Ratio
0.28
0.28
0
0.3
0.6
1
1
Beta
1.48
1.48
0
0.8
1.2
0
2
Sharpe Ratio
0.47
0.47
0
0.5
1
1.5
1.5
Sortino Ratio
0.8
0.8
0
1
2
3
3
Jensen's Alpha
2.55
2.55
-2
0
2
4.5
4.5
Omega Ratio
1.24
1.24
0
1
1.5
2.5
2.5
Treynor Ratio
0.84
0.84
0
0.75
1.25
2
2
Information Ratio
0.29
0.29
0
0.3
0.6
1
1
Calmar Ratio
0.28
0.28
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
30.2
High:
TSLA
118.42TSLALow:
RHLD
-3.02RHLDDetails
PEG Ratio
84.97
High:
JNJ
473.64JNJLow:
NVDA
23.61NVDADetails
Price/Book
11.46
High:
ABBV
91.84ABBVLow:
KHC
0.72KHCDetails
Price/Sales
5.97
High:NVDA
19.21NVDALow:RHLD
-RHLDDetails
Price/CF
28.88
High:TSLA
95.18TSLALow:
BAC
8.4BACDetails
Price/FCF
52.07
High:TSLA
396.62TSLALow:BAC
10.94BACDetails
P/E Ratio
30.2
High:TSLA
118.42TSLALow:RHLD
-3.02RHLDDetails
PEG Ratio
84.97
High:JNJ
473.64JNJLow:NVDA
23.61NVDADetails
Price/Book
11.46
High:ABBV
91.84ABBVLow:KHC
0.72KHCDetails
Price/Sales
5.97
High:NVDA
19.21NVDALow:RHLD
-RHLDDetails
Price/CF
28.88
High:TSLA
95.18TSLALow:BAC
8.4BACDetails
Price/FCF
52.07
High:TSLA
396.62TSLALow:BAC
10.94BACDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-49.65% | Nov 2021 | Nov 2024 | 36 |
-21.62% | Feb 2025 | - | 3 |
-12.98% | May 2021 | Aug 2021 | 3 |
-9.8% | Sep 2021 | Oct 2021 | 1 |
-0.48% | Dec 2024 | Jan 2025 | 1 |