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+0.68%
Today
-1.69%
This Month
-0.95%
Year To Date
+56.26%
2 Years
+14.58%
5 Years
+2.91%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies24.69%
- 🖥️ Technology Services18.6%
- 💰 Finance10.22%
- 📊 ETFs9.29%
- 💵 Cash8.61%
- 💻 Electronic Technology7.69%
- 🛍️ Retail Trade3.06%
- 🚚 Transportation2.94%
- 💼 Commercial Services1%
- 💇♀️ Consumer Services0.68%
- 🚗 Consumer Durables0.35%
- 🛠️ Producer Manufacturing0.17%
- 🧬 Health Technology0.12%
- 🏥 Health Services0.06%
- 🧪 Process Industries0.01%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency24.69%
- 🇺🇸 NYSE22.28%
- 🇺🇸 Nasdaq17.35%
- 🇬🇧 LSE8.68%
- 🇺🇸 Chicago Board Options Exchange5.89%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States29.4%
- 🇬🇧 United Kingdom8.68%
- 🇮🇪 Ireland4.8%
- 🇨🇳 China1%
- 🇸🇬 Singapore0.54%
- 🇮🇱 Israel0.17%
- 🇬🇷 Greece0.14%
- 🇨🇭 Switzerland0.12%
- 🇳🇱 Netherlands0.06%
- 🇨🇦 Canada0.01%
Dividends
Dividend Yield
0.54%
20 out of 63 instruments pay dividend.
7 dividend payments in the next 30 days.
Highest Dividend: $AGNC (15.58%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 ACN | 0.1% | 2.01% | $4.99 |
 IAG.L | 0.06% | 2.32% | - |
 AGNC | 0.06% | 15.58% | $1.44 |
 BA.L | 0.06% | 1.75% | $0.3 |
 C | 0.05% | 2.86% | $2.12 |
 VOO | 0.04% | 1.29% | - |
 JPM | 0.04% | 1.93% | $4.4 |
 GS | 0.03% | 1.87% | $11 |
 AXP | 0.02% | 1.02% | $2.6 |
 RR.L | 0.02% | 0.68% | - |
 SHIP | 0.01% | 10.05% | $0.1 |
 V | 0.01% | 0.68% | $2.01 |
 MSFT | 0.01% | 0.7% | $3 |
 GOOG | 0.01% | 0.48% | $0.2 |
 META | 0.01% | 0.3% | $1 |
 BABA | 0.01% | 0.91% | $0.98 |
 DIS | 0% | 0.85% | $0.75 |
 LIT | 0% | 1.04% | - |
 PAYC | 0% | 0.65% | $1.5 |
 NVDA | 0% | 0.03% | $0.02 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
DIS | Ex-Dividend | Jun 24, 2025 | $0.50 |
META | Pay Day | Jun 26, 2025 | $0.52 |
GS | Pay Day | Jun 27, 2025 | $3.00 |
SHIP | Ex-Dividend | Jun 27, 2025 | $0.10 |
AGNC | Ex-Dividend | Jun 30, 2025 | $0.12 |
AXP | Ex-Dividend | Jul 3, 2025 | $0.82 |
JPM | Ex-Dividend | Jul 3, 2025 | $1.40 |
NVDA | Pay Day | Jul 3, 2025 | $0.01 |
AGNC | Pay Day | Jul 10, 2025 | $0.12 |
BABA | Pay Day | Jul 10, 2025 | $1.05 |
SHIP | Pay Day | Jul 10, 2025 | $0.10 |
DIS | Pay Day | Jul 23, 2025 | $0.50 |
JPM | Pay Day | Jul 31, 2025 | $1.40 |
AXP | Pay Day | Aug 8, 2025 | $0.82 |
MSFT | Ex-Dividend | Aug 21, 2025 | $0.83 |
MSFT | Pay Day | Sep 11, 2025 | $0.83 |
Performance Metrics
Score 2.8/10
Beta
1.57
1.57
0
0.8
1.2
0
2
Sharpe Ratio
0.18
0.18
0
0.5
1
1.5
1.5
Sortino Ratio
0.28
0.28
0
1
2
3
3
Jensen's Alpha
-10.26
-10.26
-11
0
2
4.5
4.5
Omega Ratio
0.87
0.87
0
1
1.5
2.5
2.5
Treynor Ratio
0.33
0.33
0
0.75
1.25
2
2
Information Ratio
-0.18
-0.18
-1
0.3
0.6
1
1
Calmar Ratio
0.05
0.05
0
0.3
0.6
1
1
Beta
1.57
1.57
0
0.8
1.2
0
2
Sharpe Ratio
0.18
0.18
0
0.5
1
1.5
1.5
Sortino Ratio
0.28
0.28
0
1
2
3
3
Jensen's Alpha
-10.26
-10.26
-11
0
2
4.5
4.5
Omega Ratio
0.87
0.87
0
1
1.5
2.5
2.5
Treynor Ratio
0.33
0.33
0
0.75
1.25
2
2
Information Ratio
-0.18
-0.18
-1
0.3
0.6
1
1
Calmar Ratio
0.05
0.05
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
29.21
High:
PLTR
599.56PLTRLow:
AFRM
-285.86AFRMDetails
PEG Ratio
278.94
High:
COIN
1,134.76COINLow:
PATH
-443.33PATHDetails
Price/Book
7.62
High:PLTR
59.73PLTRLow:
NIO
-131.25NIODetails
Price/Sales
6.17
High:PLTR
112.52PLTRLow:
SFTGQ
-SFTGQDetails
Price/CF
18.97
High:PLTR
161.45PLTRLow:
SHIP
1.97SHIPDetails
Price/FCF
35.97
High:PLTR
163.42PLTRLow:
GS
3.63GSDetails
P/E Ratio
29.21
High:PLTR
599.56PLTRLow:AFRM
-285.86AFRMDetails
PEG Ratio
278.94
High:COIN
1,134.76COINLow:PATH
-443.33PATHDetails
Price/Book
7.62
High:PLTR
59.73PLTRLow:NIO
-131.25NIODetails
Price/Sales
6.17
High:PLTR
112.52PLTRLow:SFTGQ
-SFTGQDetails
Price/CF
18.97
High:PLTR
161.45PLTRLow:SHIP
1.97SHIPDetails
Price/FCF
35.97
High:PLTR
163.42PLTRLow:GS
3.63GSDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-62.68% | Sep 2021 | - | 46 |
-5.85% | Jan 2021 | Feb 2021 | 1 |
-4.12% | Jul 2021 | Aug 2021 | 1 |
-2.04% | Sep 2020 | Nov 2020 | 2 |