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-0.72%
Today
+10.61%
This Month
+18.67%
Year To Date
+898.29%
2 Years
+1217.23%
5 Years
+180.46%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies34.99%
- 📊 ETFs28.25%
- 🖥️ Technology Services7.97%
- 💻 Electronic Technology2.59%
- ⛏️ Energy Minerals2.32%
- 🏭 Industrial Services2.03%
- 🪨 Non Energy Minerals2.01%
- 🧩 Miscellaneous1.49%
- 🛍️ Retail Trade1.38%
- 💰 Finance1.15%
- 🧬 Health Technology0.94%
- 🛠️ Producer Manufacturing0.82%
- 🍞 Consumer Non Durables0.51%
- 💼 Commercial Services0.28%
- 🚗 Consumer Durables0.19%
- 📈 Indexes0.17%
- 🌾 Commodities0.16%
- 🏥 Health Services0.07%
- 💵 Cash0%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency34.99%
- 🇺🇸 Nasdaq22.89%
- 🇺🇸 NYSE20.82%
- 🇬🇧 LSE7.43%
- 🇩🇪 Xetra ETFs0.86%
- 🌍 CFD0.17%
- 🌍 Commodity0.16%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States16.85%
- 🇨🇦 Canada3.39%
- 🇬🇧 United Kingdom0.96%
- 🇦🇺 Australia0.77%
- 🇧🇲 Bermuda0.75%
- 🇧🇷 Brazil0.55%
- 🇹🇼 Taiwan0.45%
- 🇨🇳 China0.04%
- 🇷🇺 Russia0%
Dividends
Dividend Yield
0.77%
46 out of 97 instruments pay dividend.
5 dividend payments in the next 30 days.
Highest Dividend: $LKOD.L (76.06%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 AMLP | 0.1% | 7.88% | - |
 BIL | 0.08% | 4.76% | - |
 SOXX | 0.08% | 0.81% | - |
 SHV | 0.07% | 4.78% | - |
 EPD | 0.06% | 6.82% | $2.03 |
 HDV | 0.06% | 3.54% | - |
 SU | 0.03% | 4.4% | $1.59 |
 EWZ | 0.03% | 7.43% | - |
 ITUB | 0.03% | 4.77% | $0.15 |
 BP.L | 0.02% | 6.86% | $0.23 |
 BTI | 0.02% | 6.72% | $2.92 |
 USB | 0.02% | 4.58% | $1.94 |
 IUSC.DE | 0.02% | 4.76% | - |
 URA | 0.02% | 3.05% | - |
 SHEL | 0.01% | 4.24% | $2.7 |
 VWO | 0.01% | 3.13% | - |
 DVN | 0.01% | 3.68% | $2.05 |
 EOG | 0.01% | 3.49% | $5.06 |
 HAL | 0.01% | 3.41% | $0.66 |
 SCCO | 0.01% | 2.85% | $3.76 |
 BHP | 0.01% | 4.98% | $3.01 |
 CNQ | 0.01% | 5.1% | $1.48 |
 XLE | 0.01% | 3.55% | - |
 EEM | 0.01% | 2.32% | - |
 ET | 0.01% | 7.34% | $1.25 |
 MCHI | 0.01% | 2.09% | - |
 TSM | 0.01% | 1.12% | $1.74 |
 IXC | 0% | 4.69% | - |
 FCX | 0% | 1.54% | $0.6 |
 OIH | 0% | 2.6% | - |
 GDXJ | 0% | 1.82% | - |
 TECK | 0% | 0.92% | $0.37 |
 LKOD.L | 0% | 76.06% | - |
 RRC | 0% | 0.84% | $0.32 |
 CI | 0% | 1.88% | $5.26 |
 JD.US | 0% | 2.98% | $0.74 |
 GDX | 0% | 0.82% | - |
 CCJ | 0% | 0.19% | $0.09 |
 TAN | 0% | 0.58% | - |
 NVDA | 0% | -0.03% | $-0.02 |
 PVH | 0% | -0.18% | $-0.15 |
 AAPL | 0% | -0.51% | $-0.97 |
 COST | 0% | -0.47% | $-19.22 |
 WMT | 0% | -0.96% | $-0.81 |
 BBY | 0% | -5.77% | $-3.72 |
 RSP | 0% | -1.66% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
CI | Ex-Dividend | Jun 3, 2025 | $1.51 |
HAL | Ex-Dividend | Jun 4, 2025 | $0.17 |
PVH | Ex-Dividend | Jun 4, 2025 | -$0.04 |
SU | Ex-Dividend | Jun 4, 2025 | $0.41 |
NVDA | Ex-Dividend | Jun 11, 2025 | -$0.01 |
TSM | Ex-Dividend | Jun 12, 2025 | $0.68 |
DVN | Ex-Dividend | Jun 13, 2025 | $0.24 |
TECK | Ex-Dividend | Jun 16, 2025 | $0.09 |
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 |
DVN | Pay Day | Jun 30, 2025 | $0.24 |
TECK | Pay Day | Jun 30, 2025 | $0.09 |
NVDA | Pay Day | Jul 3, 2025 | -$0.01 |
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 |
IXC | Pay Day | Dec 20, 2025 | $0.84 |
EEM | Pay Day | Dec 20, 2025 | $0.00 |
EWZ | Pay Day | Dec 20, 2025 | $1.09 |
MCHI | Pay Day | Dec 20, 2025 | $0.89 |
GDX | Pay Day | Dec 24, 2025 | $0.00 |
GDXJ | Pay Day | Dec 24, 2025 | $0.00 |
OIH | Pay Day | Dec 24, 2025 | $0.00 |
TAN | Pay Day | Dec 27, 2025 | $0.17 |
Performance Metrics
Score 8.5/10
Beta
2.79
2.79
0
0.8
1.2
0
3
Sharpe Ratio
1.55
1.55
0
0.5
1
2
2
Sortino Ratio
5.48
5.48
0
1
2
6
6
Jensen's Alpha
170.63
170.63
-2
0
2
171
171
Omega Ratio
4.51
4.51
0
1
1.5
5
5
Treynor Ratio
3.85
3.85
0
0.75
1.25
4
4
Information Ratio
1.53
1.53
0
0.3
0.6
2
2
Calmar Ratio
7.05
7.05
0
0.3
0.6
8
8
Beta
2.79
2.79
0
0.8
1.2
0
3
Sharpe Ratio
1.55
1.55
0
0.5
1
2
2
Sortino Ratio
5.48
5.48
0
1
2
6
6
Jensen's Alpha
170.63
170.63
-2
0
2
171
171
Omega Ratio
4.51
4.51
0
1
1.5
5
5
Treynor Ratio
3.85
3.85
0
0.75
1.25
4
4
Information Ratio
1.53
1.53
0
0.3
0.6
2
2
Calmar Ratio
7.05
7.05
0
0.3
0.6
8
8
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
51.29
High:
TSLA
196.27TSLALow:
BP.L
-61.62BP.LDetails
PEG Ratio
835.49
High:
CCJ
10,450.22CCJLow:
HIVE
-35.87HIVEDetails
Price/Book
5.45
High:
AAPL
44.83AAPLLow:
LKOD.L
0.01LKOD.LDetails
Price/Sales
4.17
High:
RGTI
463.69RGTILow:
JD.US
0.29JD.USDetails
Price/CF
20.2
High:
MSTR
7,511.07MSTRLow:
ITUB
2.38ITUBDetails
Price/FCF
46.6
High:MSTR
1,187.5MSTRLow:ITUB
2.95ITUBDetails
P/E Ratio
51.29
High:TSLA
196.27TSLALow:BP.L
-61.62BP.LDetails
PEG Ratio
835.49
High:CCJ
10,450.22CCJLow:HIVE
-35.87HIVEDetails
Price/Book
5.45
High:AAPL
44.83AAPLLow:LKOD.L
0.01LKOD.LDetails
Price/Sales
4.17
High:RGTI
463.69RGTILow:JD.US
0.29JD.USDetails
Price/CF
20.2
High:MSTR
7,511.07MSTRLow:ITUB
2.38ITUBDetails
Price/FCF
46.6
High:MSTR
1,187.5MSTRLow:ITUB
2.95ITUBDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-25.34% | Apr 2024 | Oct 2024 | 6 |
-20.49% | Dec 2024 | May 2025 | 5 |
-13.38% | Feb 2023 | Sep 2023 | 7 |
-4.7% | Jan 2024 | Feb 2024 | 1 |