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+8.36%
This Month
+43.14%
Year To Date
+824.74%
2 Years
+1488.78%
5 Years
+1488.78%
10 Years
+165.4%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies43.44%
- 📊 ETFs19.84%
- 🖥️ Technology Services8.9%
- 💻 Electronic Technology3%
- ⛏️ Energy Minerals2.8%
- 🏭 Industrial Services2.13%
- 🪨 Non Energy Minerals2.02%
- 💰 Finance1.81%
- 🧩 Miscellaneous1.69%
- 🌾 Commodities1.27%
- 🛍️ Retail Trade1.15%
- 🧬 Health Technology0.72%
- 💼 Commercial Services0.44%
- 🛠️ Producer Manufacturing0.36%
- 🍞 Consumer Non Durables0.26%
- ⚡ Utilities0.15%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency43.44%
- 🇺🇸 NYSE21.97%
- 🇺🇸 Nasdaq13.72%
- 🇬🇧 LSE8.02%
- 🌍 Commodity1.27%
- 🇩🇪 Xetra ETFs1.03%
- 🇩🇪 FRA0.37%
- 🇺🇸 Chicago Board Options Exchange0.17%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States16.89%
- 🇨🇦 Canada4.15%
- 🇬🇧 United Kingdom1.18%
- 🇧🇲 Bermuda0.81%
- 🇦🇺 Australia0.62%
- 🇹🇼 Taiwan0.6%
- 🇧🇷 Brazil0.6%
- 🇩🇪 Germany0.37%
- 🇨🇳 China0.04%
- 🇷🇺 Russia0%
Dividends
Dividend Yield
0.57%
51 out of 104 instruments pay dividend.
14 dividend payments in the next 30 days.
Highest Dividend: $LKOD.L (76.06%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 EPD | 0.06% | 6.74% | $2.03 |
 HDV | 0.06% | 3.46% | - |
 BIL | 0.05% | 4.58% | - |
 AMLP | 0.05% | 7.87% | - |
 SHV | 0.04% | 4.63% | - |
 SU | 0.03% | 3.88% | $1.59 |
 ITUB | 0.03% | 5.51% | $0.15 |
 EWZ | 0.02% | 5.59% | - |
 BP.L | 0.02% | 5.84% | $0.23 |
 IUSC.DE | 0.02% | 4.76% | - |
 USB | 0.02% | 4.17% | $1.94 |
 XLE | 0.02% | 3.37% | - |
 URA | 0.01% | 1.91% | - |
 SHEL | 0.01% | 3.92% | $2.7 |
 EOG | 0.01% | 3.26% | $5.06 |
 HAL | 0.01% | 3.03% | $0.66 |
 MCHI | 0.01% | 2.59% | - |
 DVN | 0.01% | 2.69% | $2.05 |
 CNQ | 0.01% | 5.17% | $1.48 |
 EEM | 0.01% | 2.45% | - |
 VWO | 0.01% | 2.81% | - |
 BHP | 0.01% | 4.01% | $3.01 |
 CVX | 0.01% | 4.26% | $6.28 |
 ET | 0.01% | 7.42% | $1.25 |
 DJP | 0.01% | 3.69% | - |
 TSM | 0.01% | 0.94% | $1.74 |
 NEE | 0% | 3.17% | $1.97 |
 GDXJ | 0% | 1.65% | - |
 OIH | 0% | 2.36% | - |
 SRP.L | 0% | 1.98% | $0.03 |
 BA.L | 0% | 1.71% | $0.3 |
 RTX | 0% | 1.65% | $2.44 |
 FCX | 0% | 1.32% | $0.6 |
 GDX | 0% | 0.77% | - |
 SMH | 0% | 0.38% | - |
 TECK | 0% | 0.91% | $0.37 |
 RRC | 0% | 0.98% | $0.32 |
 LKOD.L | 0% | 76.06% | - |
 CI | 0% | 2.02% | $5.26 |
 JD.US | 0% | 2.77% | $0.74 |
 ITA | 0% | 0.58% | - |
 CCJ | 0% | 0.15% | $0.09 |
 TAN | 0% | 0.48% | - |
 PVH | 0% | -0.18% | $-0.15 |
 RHM.DE | 0% | -0.43% | $-5.7 |
 COST | 0% | -0.52% | $-19.22 |
 NKE | 0% | -2.2% | $-1.45 |
 WMT | 0% | -0.91% | $-0.81 |
 RSP | 0% | -1.58% | - |
 SCCO | -0.01% | -2.62% | $-3.76 |
 BBY | -0.01% | -5.12% | $-3.72 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
BBY | Ex-Dividend | Sep 18, 2025 | -$0.95 |
CI | Pay Day | Sep 18, 2025 | $1.51 |
SHEL | Pay Day | Sep 22, 2025 | $0.72 |
HAL | Pay Day | Sep 24, 2025 | $0.17 |
PVH | Pay Day | Sep 24, 2025 | -$0.04 |
SU | Pay Day | Sep 25, 2025 | $0.41 |
BHP | Pay Day | Sep 25, 2025 | $1.20 |
RRC | Pay Day | Sep 26, 2025 | $0.09 |
TECK | Pay Day | Sep 29, 2025 | $0.09 |
USB | Ex-Dividend | Sep 30, 2025 | $0.52 |
DVN | Pay Day | Sep 30, 2025 | $0.24 |
NKE | Pay Day | Oct 1, 2025 | -$0.40 |
SRP.L | Pay Day | Oct 3, 2025 | $0.02 |
BBY | Pay Day | Oct 9, 2025 | -$0.95 |
TSM | Pay Day | Oct 9, 2025 | $0.82 |
USB | Pay Day | Oct 15, 2025 | $0.52 |
EOG | Ex-Dividend | Oct 17, 2025 | $1.02 |
EOG | Pay Day | Oct 31, 2025 | $1.02 |
WMT | Ex-Dividend | Dec 12, 2025 | -$0.24 |
GDX | Pay Day | Dec 24, 2025 | $0.00 |
GDXJ | Pay Day | Dec 24, 2025 | $0.00 |
OIH | Pay Day | Dec 24, 2025 | $0.00 |
SMH | Pay Day | Dec 24, 2025 | $0.00 |
TAN | Pay Day | Dec 27, 2025 | $0.00 |
WMT | Pay Day | Jan 5, 2026 | -$0.24 |
Performance Metrics
Score 8.5/10
Beta
2.4
2.4
0
0.8
1.2
0
3
Sharpe Ratio
1.54
1.54
0
0.5
1
2
2
Sortino Ratio
5.47
5.47
0
1
2
6
6
Jensen's Alpha
134.78
134.78
-2
0
2
135
135
Omega Ratio
4.57
4.57
0
1
1.5
5
5
Treynor Ratio
4.19
4.19
0
0.75
1.25
5
5
Information Ratio
1.45
1.45
0
0.3
0.6
2
2
Calmar Ratio
6.53
6.53
0
0.3
0.6
7
7
Beta
2.4
2.4
0
0.8
1.2
0
3
Sharpe Ratio
1.54
1.54
0
0.5
1
2
2
Sortino Ratio
5.47
5.47
0
1
2
6
6
Jensen's Alpha
134.78
134.78
-2
0
2
135
135
Omega Ratio
4.57
4.57
0
1
1.5
5
5
Treynor Ratio
4.19
4.19
0
0.75
1.25
5
5
Information Ratio
1.45
1.45
0
0.3
0.6
2
2
Calmar Ratio
6.53
6.53
0
0.3
0.6
7
7
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
29
High:
BP.L
162.23BP.LLow:
IREN
-167.28IRENDetails
PEG Ratio
118.72
High:
RRC
1,915.21RRCLow:
ROO.L
-1,089.44ROO.LDetails
Price/Book
3.88
High:
WULF
25.86WULFLow:
LKOD.L
0.01LKOD.LDetails
Price/Sales
2.66
High:
RGTI
752.69RGTILow:
CEP
-CEPDetails
Price/CF
15.36
High:
MSTR
7,511.07MSTRLow:
GIII
2.67GIIIDetails
Price/FCF
51.4
High:
RHM.DE
5,198.92RHM.DELow:GIII
2.95GIIIDetails
P/E Ratio
29
High:BP.L
162.23BP.LLow:IREN
-167.28IRENDetails
PEG Ratio
118.72
High:RRC
1,915.21RRCLow:ROO.L
-1,089.44ROO.LDetails
Price/Book
3.88
High:WULF
25.86WULFLow:LKOD.L
0.01LKOD.LDetails
Price/Sales
2.66
High:RGTI
752.69RGTILow:CEP
-CEPDetails
Price/CF
15.36
High:MSTR
7,511.07MSTRLow:GIII
2.67GIIIDetails
Price/FCF
51.4
High:RHM.DE
5,198.92RHM.DELow:GIII
2.95GIIIDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-25.34% | Apr 2024 | Oct 2024 | 6 |
-20.49% | Dec 2024 | Jun 2025 | 6 |
-13.38% | Feb 2023 | Sep 2023 | 7 |
-4.7% | Jan 2024 | Feb 2024 | 1 |