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-0.19%
This Month
-10.82%
Year To Date
+26.43%
2 Years
+77.89%
5 Years
+99.03%
10 Years
+8.61%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology37.94%
- 🪙 Cryptocurrencies35.31%
- 💰 Finance6.28%
- 🖥️ Technology Services5.48%
- 👥 Copy Trading3.85%
- 🛍️ Retail Trade3.54%
- 🍞 Consumer Non Durables1.58%
- 🧬 Health Technology1.33%
- 💇♀️ Consumer Services0.74%
- 🛠️ Producer Manufacturing0.74%
- 📡 Communications0.7%
- 📊 ETFs0.35%
- ⛏️ Energy Minerals0.34%
- 🪨 Non Energy Minerals0.29%
- 💵 Cash0.28%
- 🧪 Process Industries0.26%
- 🏭 Industrial Services0.22%
- 🚚 Transportation0.21%
- 🚗 Consumer Durables0.17%
- 💼 Commercial Services0.14%
- 🏥 Health Services0.14%
- 🧩 Miscellaneous0.11%
- ⚡ Utilities0.1%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq48.1%
- 🌍 Digital Currency35.35%
- 🇺🇸 NYSE13.28%
- 🇬🇧 LSE1.49%
- 🇩🇪 Xetra ETFs0.11%
- 🇩🇪 FRA0.06%
- 🇮🇹 Borsa Italiana0.05%
- 🇺🇸 Chicago Board Options Exchange0.04%
- 🇭🇰 Hong Kong Exchanges0.03%
- 🇸🇦 Tadawul0.03%
- 🇫🇷 Euronext Paris0.02%
- 🇳🇱 Euronext Amsterdam0.02%
- 🇪🇸 Bolsa De Madrid0.01%
- 🇨🇭 SIX0.01%
- 🇩🇰 Copenhagen Stock Exchange0%
- 🇦🇪 Dubai Financial Market0%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States59.02%
- 🇹🇼 Taiwan0.87%
- 🇬🇧 United Kingdom0.55%
- 🇨🇦 Canada0.29%
- 🇮🇱 Israel0.18%
- 🇨🇳 China0.11%
- 🇳🇱 Netherlands0.11%
- 🇮🇹 Italy0.08%
- 🇩🇪 Germany0.06%
- 🇿🇦 South Africa0.06%
- 🇨🇭 Switzerland0.05%
- 🇦🇺 Australia0.04%
- 🇧🇲 Bermuda0.04%
- 🇲🇽 Mexico0.03%
- 🇸🇦 Saudi Arabia0.03%
- 🇩🇰 Denmark0.02%
- 🇰🇾 Cayman Islands0.02%
- 🇮🇪 Ireland0.02%
- 🇫🇷 France0.02%
- 🇪🇸 Spain0.01%
- 🇧🇷 Brazil0%
- 🇲🇨 Monaco0%
Dividends
Dividend Yield
0.55%
128 out of 233 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $TWO (15.34%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 ARCC | 0.1% | 10.04% | $1.62 |
 MAIN | 0.05% | 5.21% | $2.85 |
 VZ | 0.04% | 5.49% | $2.66 |
 O | 0.03% | 4.92% | $3.09 |
 KO | 0.02% | 2.64% | $1.89 |
 AVGO | 0.02% | 0.71% | $19.7 |
 NLY | 0.01% | 12.2% | $2.6 |
 GainersQtr | 0.01% | 1.02% | - |
 CVX | 0.01% | 3.71% | $6.28 |
 JPM | 0.01% | 1.95% | $4.4 |
 GOOGL | 0.01% | 0.28% | $0.2 |
 MS | 0.01% | 2.37% | $3.4 |
 JNJ | 0.01% | 2.13% | $4.81 |
 AAPL | 0.01% | 0.4% | $0.97 |
 GS | 0.01% | 1.8% | $11 |
 TWO | 0.01% | 15.34% | $1.8 |
 TSM | 0.01% | 0.78% | $1.74 |
 NVDA | 0.01% | 0.02% | $0.02 |
 PEP | 0.01% | 3.49% | $5.15 |
 WMT | 0.01% | 0.78% | $0.81 |
 TGT | 0.01% | 3.81% | $4.42 |
 BAC | 0.01% | 2.2% | $0.96 |
 ABR | 0.01% | 13.56% | $1.72 |
 AXP | 0.01% | 1.1% | $2.6 |
 MSFT | 0.01% | 0.86% | $3 |
 MRK | 0% | 2.81% | $3.04 |
 UNH | 0% | 3.04% | $7.74 |
 RHP | 0% | 4.73% | $4.3 |
 RIO | 0% | 4.15% | $4.34 |
 LYB | 0% | 7.66% | $5.09 |
 WU | 0% | 9.81% | $0.94 |
 OKE | 0% | 4.91% | $3.89 |
 DIS | 0% | 1.46% | $0.75 |
 PFE | 0% | 6.48% | $1.66 |
 KHC | 0% | 6.66% | $1.6 |
 NKE | 0% | 2.75% | $1.45 |
 MPLX | 0% | 6.9% | $3.33 |
 MCD | 0% | 2.2% | $6.53 |
 ADM | 0% | 3.06% | $1.9 |
 UPS | 0% | 5.95% | $6.5 |
 BBY | 0% | 5.67% | $3.72 |
 GLPI | 0% | 6.27% | $2.98 |
 MPT | 0% | 6.18% | $0.6 |
 RTX | 0% | 1.3% | $2.44 |
 CVS | 0% | 3.32% | $2.54 |
 GSK.L | 0% | 3.1% | $0.59 |
 SWKS | 0% | 5.04% | $2.72 |
 LMT | 0% | 2.03% | $12.45 |
 TCAP.L | 0% | 6.41% | $0.15 |
 KEY | 0% | 4% | $0.82 |
 SSSS | 0% | 5.3% | $7.25 |
 LRCX | 0% | 0.46% | $8 |
 AES | 0% | 4.95% | $0.68 |
 WPC | 0% | 4.96% | $3.67 |
 PRU | 0% | 5.56% | $5.1 |
 AZN.L | 0% | 1.56% | $2.28 |
 USB | 0% | 3.78% | $1.94 |
 D | 0% | 4.29% | $2.67 |
 REXR | 0% | 4.62% | $1.6 |
 WHR | 0% | 7.42% | $7 |
 MU | 0% | 0.11% | $0.46 |
 NXPI | 0% | 1.89% | $4.06 |
 BMY | 0% | 4.05% | $2.34 |
 AMGN | 0% | 2.57% | $8.76 |
 ABBV | 0% | 2.88% | $6.06 |
 KVUE | 0% | 4.6% | $0.8 |
 BHP.L | 0% | 3.41% | $1.26 |
 PM | 0% | 3.19% | $5.2 |
 F | 0% | 4.71% | $0.78 |
 HIG | 0% | 1.58% | $1.84 |
 VOW3.DE | 0% | 6.71% | $9.06 |
 CRM | 0% | 0.87% | $0.4 |
 LLY | 0% | 0.62% | $4.86 |
 TROW | 0% | 5.59% | $4.92 |
 PAYX | 0% | 4.55% | $3.65 |
 TJX | 0% | 1.09% | $1.42 |
 SLB | 0% | 2.4% | $1.05 |
 APD | 0% | 2.63% | $7.04 |
 ITW | 0% | 2.23% | $5.6 |
 META | 0% | 0.32% | $1 |
 EG | 0% | 2.39% | $7.25 |
 MCHP | 0% | 2.62% | $1.75 |
 AMAT | 0% | 0.51% | $1.44 |
 HD | 0% | 2.55% | $8.52 |
 SBUX | 0% | 2.55% | $2.24 |
 V | 0% | 0.78% | $2.01 |
 MMM | 0% | 1.86% | $5.21 |
 BLK | 0% | 2.05% | $20.2 |
 FDX | 0% | 1.52% | $5.16 |
 WFC | 0% | 2.1% | $1.4 |
 BX | 0% | 4.16% | $3.36 |
 BARC.L | 0% | 1.99% | $0.08 |
 DVN | 0% | 2.21% | $2.05 |
 PSKY | 0% | 1.67% | $0.2 |
 MA | 0% | 0.62% | $2.46 |
 BDX | 0% | 2.46% | $3.76 |
 NOC | 0% | 1.23% | $7.67 |
 DTE | 0% | 3.01% | $4.01 |
 ALB | 0% | 0.98% | $1.6 |
 KBH | 0% | 1.67% | $0.85 |
 FMX | 0% | 1.96% | $1.99 |
 IBKR | 0% | 0.46% | - |
 PYPL | 0% | 0.6% | - |
 VFC | 0% | 1.92% | $0.57 |
 COST | 0% | 0.52% | $19.22 |
 APO | 0% | 1.86% | $1.75 |
 ACN | 0% | 2.98% | $4.99 |
 NVO | 0% | 3.45% | $0.98 |
 APH | 0% | 0.61% | $0.44 |
 BABA | 0% | 0.79% | $0.98 |
 EL | 0% | 1.41% | $2.64 |
 RACE | 0% | 1.16% | $2.64 |
 MRVL | 0% | 0.3% | $0.24 |
 KLAC | 0% | 0.52% | $5.65 |
 TPL | 0% | 0.41% | $4.5 |
 ORCL | 0% | 1.31% | $1.6 |
 0700.HK | 0% | 0.9% | $3.4 |
 BRO | 0% | 0.89% | $0.51 |
 LEG | 0% | 1.78% | $1.43 |
 DHR | 0% | 0.67% | $1.05 |
 UHAL.B | 0% | 0.42% | $0.19 |
 VG | 0% | 0.6% | - |
 BAYN.DE | 0% | 0.3% | $0.11 |
 MCO | 0% | 0.82% | $3.24 |
 PWR | 0% | 0.07% | $0.35 |
 SOLS | 0% | -0.1% | - |
 ITUB | 0% | -0.98% | $-0.15 |
 Momentum-LS | 0% | -0.27% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 3.7/10
Beta
1.38
1.38
0
0.8
1.2
0
2
Sharpe Ratio
0.34
0.34
0
0.5
1
1.5
1.5
Sortino Ratio
0.54
0.54
0
1
2
3
3
Jensen's Alpha
-1.55
-1.55
-2
0
2
4.5
4.5
Omega Ratio
1.07
1.07
0
1
1.5
2.5
2.5
Treynor Ratio
0.8
0.8
0
0.75
1.25
2
2
Information Ratio
0.08
0.08
0
0.3
0.6
1
1
Calmar Ratio
0.12
0.12
0
0.3
0.6
1
1
Beta
1.38
1.38
0
0.8
1.2
0
2
Sharpe Ratio
0.34
0.34
0
0.5
1
1.5
1.5
Sortino Ratio
0.54
0.54
0
1
2
3
3
Jensen's Alpha
-1.55
-1.55
-2
0
2
4.5
4.5
Omega Ratio
1.07
1.07
0
1
1.5
2.5
2.5
Treynor Ratio
0.8
0.8
0
0.75
1.25
2
2
Information Ratio
0.08
0.08
0
0.3
0.6
1
1
Calmar Ratio
0.12
0.12
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
35.75
High:
TWLO
624TWLOLow:
DKNG
-647.07DKNGDetails
PEG Ratio
95.68
High:
WAT
6,345.54WATLow:DKNG
-642.17DKNGDetails
Price/Book
19.3
High:MA
60.42MALow:MCD
-131.7MCDDetails
Price/Sales
13.91
High:
MSTR
90.21MSTRLow:
LAC
-LACDetails
Price/CF
37.05
High:MSTR
7,511.07MSTRLow:IBKR
1.19IBKRDetails
Price/FCF
55.8
High:PEP
5,797.72PEPLow:IBKR
1.2IBKRDetails
P/E Ratio
35.75
High:TWLO
624TWLOLow:DKNG
-647.07DKNGDetails
PEG Ratio
95.68
High:WAT
6,345.54WATLow:DKNG
-642.17DKNGDetails
Price/Book
19.3
High:MA
60.42MALow:MCD
-131.7MCDDetails
Price/Sales
13.91
High:MSTR
90.21MSTRLow:LAC
-LACDetails
Price/CF
37.05
High:MSTR
7,511.07MSTRLow:IBKR
1.19IBKRDetails
Price/FCF
55.8
High:PEP
5,797.72PEPLow:IBKR
1.2IBKRDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-70.55% | Jan 2018 | Feb 2024 | 73 |
-20.02% | Nov 2025 | - | 5 |
-15.5% | Feb 2025 | Jun 2025 | 4 |
-8.06% | Apr 2024 | May 2024 | 1 |
-2.82% | Jul 2024 | Sep 2024 | 2 |
-1.67% | Aug 2025 | Sep 2025 | 1 |
-1.4% | Dec 2024 | Jan 2025 | 1 |