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+0.93%
This Month
+18.61%
Year To Date
+143.14%
2 Years
+291.37%
5 Years
+136.38%
10 Years
+11.61%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies43.42%
- 💻 Electronic Technology27.59%
- 🖥️ Technology Services9.8%
- 💰 Finance6.16%
- 🛍️ Retail Trade3.66%
- 📊 ETFs1.28%
- 🍞 Consumer Non Durables1.25%
- 🧬 Health Technology1.1%
- 💇♀️ Consumer Services0.87%
- 🚚 Transportation0.55%
- 🛠️ Producer Manufacturing0.53%
- 📡 Communications0.5%
- ⛏️ Energy Minerals0.28%
- 🪨 Non Energy Minerals0.28%
- 🚗 Consumer Durables0.28%
- 🏥 Health Services0.23%
- 🧪 Process Industries0.21%
- 💵 Cash0.19%
- 💼 Commercial Services0.18%
- 🏭 Industrial Services0.17%
- ⚡ Utilities0.08%
- 📦 Distribution Services0.04%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency43.42%
- 🇺🇸 Nasdaq41.02%
- 🇺🇸 NYSE12.72%
- 🇬🇧 LSE1%
- 🇺🇸 Chicago Board Options Exchange0.13%
- 🇩🇪 FRA0.07%
- 🇫🇷 Euronext Paris0.06%
- 🇭🇰 Hong Kong Exchanges0.02%
- 🇸🇦 Tadawul0.02%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States51.7%
- 🇹🇼 Taiwan0.65%
- 🇬🇧 United Kingdom0.39%
- 🇨🇦 Canada0.22%
- 🇮🇱 Israel0.17%
- 🇨🇳 China0.13%
- 🇩🇪 Germany0.09%
- 🇫🇷 France0.06%
- 🇳🇱 Netherlands0.06%
- 🇧🇲 Bermuda0.05%
- 🇮🇹 Italy0.03%
- 🇰🇷 South Korea0.03%
- 🇰🇾 Cayman Islands0.02%
- 🇦🇺 Australia0.02%
- 🇸🇬 Singapore0.02%
- 🇨🇴 Colombia0.02%
- 🇪🇸 Spain0.02%
- 🇿🇦 South Africa0.02%
- 🇲🇽 Mexico0.02%
- 🇸🇦 Saudi Arabia0.02%
- 🇩🇰 Denmark0.01%
- 🇮🇪 Ireland0.01%
Dividends
Dividend Yield
0.51%
176 out of 309 instruments pay dividend.
58 dividend payments in the next 30 days.
Highest Dividend: $TWO (15.82%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 ARCC | 0.08% | 8.58% | $1.62 |
 MAIN | 0.03% | 4.54% | $2.85 |
 VZ | 0.03% | 6.13% | $2.66 |
 QYLD | 0.03% | 11.23% | - |
 O | 0.02% | 5.41% | $3.09 |
 KO | 0.02% | 2.97% | $1.89 |
 AVGO | 0.01% | 0.69% | $19.7 |
 MSFT | 0.01% | 0.67% | $3 |
 NLY | 0.01% | 12.26% | $2.6 |
 CVX | 0.01% | 4.4% | $6.28 |
 GOOGL | 0.01% | 0.35% | $0.2 |
 MS | 0.01% | 2.55% | $3.4 |
 JNJ | 0.01% | 2.86% | $4.81 |
 JPM | 0.01% | 1.8% | $4.4 |
 META | 0.01% | 0.27% | $1 |
 BAC | 0.01% | 2.14% | $0.96 |
 TSM | 0.01% | 1.01% | $1.74 |
 UNH | 0.01% | 2.74% | $7.74 |
 AAPL | 0.01% | 0.43% | $0.97 |
 ABR | 0.01% | 12.06% | $1.72 |
 TWO | 0.01% | 15.82% | $1.8 |
 WMT | 0.01% | 0.94% | $0.81 |
 NVDA | 0.01% | 0.02% | $0.02 |
 PEP | 0% | 3.81% | $5.15 |
 TGT | 0% | 4.84% | $4.42 |
 MO | 0% | 6.21% | $3.92 |
 GS | 0% | 1.76% | $11 |
 QCOM | 0% | 2.18% | $3.25 |
 GSK.L | 0% | 4.28% | $0.59 |
 AXP | 0% | 0.93% | $2.6 |
 F | 0% | 6.41% | $0.78 |
 LYB | 0% | 9.89% | $5.09 |
 MRK | 0% | 3.86% | $3.04 |
 MCD | 0% | 2.26% | $6.53 |
 CVS | 0% | 3.62% | $2.54 |
 RIO | 0% | 5.81% | $4.34 |
 WU | 0% | 10.66% | $0.94 |
 OKE | 0% | 5.64% | $3.89 |
 DIS | 0% | 0.85% | $0.75 |
 PFE | 0% | 6.92% | $1.66 |
 KHC | 0% | 5.89% | $1.6 |
 NKE | 0% | 2.17% | $1.45 |
 ADM | 0% | 3.24% | $1.9 |
 UPS | 0% | 7.74% | $6.5 |
 CIB | 0% | 11.93% | $3.37 |
 MPLX | 0% | 7.59% | $3.33 |
 BBY | 0% | 4.98% | $3.72 |
 GLPI | 0% | 6.38% | $2.98 |
 LLY | 0% | 0.8% | $4.86 |
 RTX | 0% | 1.66% | $2.44 |
 LRCX | 0% | 0.92% | $8 |
 MCHP | 0% | 2.76% | $1.75 |
 MPW | 0% | 7.01% | $0.6 |
 LMT | 0% | 2.86% | $12.45 |
 SWKS | 0% | 3.75% | $2.72 |
 BARC.L | 0% | 2.35% | $0.08 |
 KEY | 0% | 4.34% | $0.82 |
 WHR | 0% | 6.5% | $7 |
 AES | 0% | 5.47% | $0.68 |
 MC.PA | 0% | 2.63% | $13 |
 WPC | 0% | 5.21% | $3.67 |
 RHP | 0% | 4.53% | $4.3 |
 AZN.L | 0% | 2.03% | $2.28 |
 PRU | 0% | 5.08% | $5.1 |
 SCHW | 0% | 1.15% | $1 |
 MU | 0% | 0.35% | $0.46 |
 USB | 0% | 4.1% | $1.94 |
 NXST | 0% | 3.5% | $6.08 |
 D | 0% | 4.61% | $2.67 |
 C | 0% | 2.39% | $2.12 |
 FDX | 0% | 2.5% | $5.16 |
 REXR | 0% | 3.99% | $1.6 |
 MMM | 0% | 1.86% | $5.21 |
 KVUE | 0% | 4.49% | $0.8 |
 SAOC | 0% | 6.74% | $1.87 |
 IEF | 0% | 3.7% | - |
 BMY | 0% | 5.24% | $2.34 |
 AMGN | 0% | 3.32% | $8.76 |
 BTI | 0% | 5.39% | $2.92 |
 ABBV | 0% | 3.06% | $6.06 |
 VOW3.DE | 0% | 6.37% | $9.06 |
 HIG | 0% | 1.58% | $1.84 |
 MA | 0% | 0.5% | $2.46 |
 TROW | 0% | 4.69% | $4.92 |
 SCHX | 0% | 1.17% | - |
 AMAT | 0% | 1.06% | $1.44 |
 CRM | 0% | 0.65% | $0.4 |
 PAYX | 0% | 3.06% | $3.65 |
 V | 0% | 0.69% | $2.01 |
 BHP.L | 0% | 4.1% | $1.26 |
 IBKR | 0% | 0.47% | $0.55 |
 SIE.DE | 0% | 2.31% | $4.7 |
 TJX | 0% | 1.15% | $1.42 |
 SLB | 0% | 3.16% | $1.05 |
 WFC | 0% | 2.09% | $1.4 |
 APD | 0% | 2.47% | $7.04 |
 ITW | 0% | 2.3% | $5.6 |
 EG | 0% | 2.35% | $7.25 |
 DKS | 0% | 2.16% | $4.2 |
 SBUX | 0% | 2.86% | $2.24 |
 YUM | 0% | 1.94% | $2.55 |
 FAST | 0% | 1.77% | $1.48 |
 BLK | 0% | 1.89% | $20.2 |
 VNO | 0% | 1.82% | $0.68 |
 DVN | 0% | 2.72% | $2.05 |
 PSKY | 0% | 1.33% | $0.2 |
 BX | 0% | 2.51% | $3.36 |
 BDX | 0% | 2.17% | $3.76 |
 OTIS | 0% | 1.86% | $1.41 |
 SMSN.L | 0% | 1.69% | $23.68 |
 DELL | 0% | 1.55% | $1.63 |
 NOC | 0% | 1.51% | $7.67 |
 COST | 0% | 0.51% | $19.22 |
 ALB | 0% | 2% | $1.6 |
 EMR | 0% | 1.59% | $2.1 |
 DTE | 0% | 3.21% | $4.01 |
 BABA | 0% | 0.76% | $0.98 |
 ASML | 0% | 0.78% | $5.57 |
 KBH | 0% | 1.48% | $0.85 |
 TPR | 0% | 1.39% | $1.4 |
 DB | 0% | 2.27% | $0.49 |
 DHI | 0% | 0.88% | $1.15 |
 VFC | 0% | 2.42% | $0.57 |
 GFI | 0% | 1.83% | $0.31 |
 SAN | 0% | 1.77% | $0.13 |
 APO | 0% | 1.48% | $1.75 |
 B | 0% | 1.63% | $0.4 |
 VGT | 0% | 0.47% | - |
 ACN | 0% | 2.33% | $4.99 |
 EL | 0% | 1.57% | $2.64 |
 NVO | 0% | 2.23% | $0.98 |
 MRVL | 0% | 0.38% | $0.24 |
 SHW | 0% | 0.83% | $2.64 |
 EXPE | 0% | 0.56% | - |
 APH | 0% | 0.6% | $0.44 |
 RACE | 0% | 0.72% | $2.64 |
 FMX | 0% | 1.25% | $1.99 |
 AEM | 0% | 1.08% | $1.6 |
 0700.HK | 0% | 0.74% | $3.4 |
 QQQ | 0% | 0.51% | - |
 KKR | 0% | 0.53% | $0.67 |
 BRO | 0% | 0.63% | $0.51 |
 LIT | 0% | 0.69% | - |
 LEG | 0% | 2.02% | $1.43 |
 RCL | 0% | 0.7% | - |
 AGX | 0% | 0.72% | $1.15 |
 DHR | 0% | 0.59% | $1.05 |
 KGC | 0% | 0.56% | $0.12 |
 GEV | 0% | 0.13% | - |
 BAYN.DE | 0% | 0.39% | $0.11 |
 HWM | 0% | 0.23% | $0.19 |
 VG | 0% | 0.26% | - |
 MCO | 0% | 0.74% | $3.24 |
 VRT | 0% | 0.12% | $0.06 |
 CCJ | 0% | 0.16% | $0.09 |
 SCCO | 0% | -2.76% | $-3.76 |
 NLOP | 0% | -1.05% | $-0.34 |
 GEHC | 0% | -0.18% | $-0.12 |
 EXP | 0% | -0.42% | $-1 |
 ENTG | 0% | -0.49% | $-0.4 |
 EFX | 0% | -0.71% | $-1.56 |
 VSTS | 0% | -2.3% | $-0.1 |
 MORN | 0% | -0.71% | $-1.62 |
 ODFL | 0% | -0.73% | $-0.92 |
 BALL | 0% | -1.58% | $-0.8 |
 MMC | 0% | -1.64% | $-2.84 |
 IEX | 0% | -1.7% | $-2.61 |
 CWT | 0% | -2.52% | $-1.08 |
 PG | 0% | -2.59% | $-3.83 |
 HRB | 0% | -3.03% | $-1.28 |
 TRNO | 0% | -3.38% | $-1.8 |
 ESS | 0% | -3.76% | $-9.52 |
 SON | 0% | -4.55% | $-2.05 |
 FCPT | 0% | -5.39% | $-1.37 |
 MUR | 0% | -5.17% | $-1.15 |
 UMC | 0% | -5.48% | $-0.36 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
FDX | Ex-Dividend | Sep 8, 2025 | $1.45 |
BDX | Ex-Dividend | Sep 8, 2025 | $1.04 |
AZN.L | Pay Day | Sep 8, 2025 | $1.03 |
MAIN | Ex-Dividend | Sep 8, 2025 | $0.26 |
GOOGL | Ex-Dividend | Sep 8, 2025 | $0.21 |
JNJ | Pay Day | Sep 9, 2025 | $1.30 |
CVX | Pay Day | Sep 10, 2025 | $1.71 |
EMR | Pay Day | Sep 10, 2025 | $0.53 |
LLY | Pay Day | Sep 10, 2025 | $1.50 |
VFC | Ex-Dividend | Sep 10, 2025 | $0.09 |
SON | Pay Day | Sep 10, 2025 | -$0.53 |
ADM | Pay Day | Sep 10, 2025 | $0.51 |
MSFT | Pay Day | Sep 11, 2025 | $0.83 |
NVDA | Ex-Dividend | Sep 11, 2025 | $0.01 |
AMAT | Pay Day | Sep 11, 2025 | $0.46 |
PRU | Pay Day | Sep 11, 2025 | $1.35 |
MPW | Ex-Dividend | Sep 11, 2025 | $0.08 |
MMM | Pay Day | Sep 12, 2025 | $0.73 |
AMGN | Pay Day | Sep 12, 2025 | $2.38 |
ALB | Ex-Dividend | Sep 12, 2025 | $0.40 |
YUM | Pay Day | Sep 12, 2025 | $0.71 |
DKS | Ex-Dividend | Sep 12, 2025 | $1.21 |
GLPI | Ex-Dividend | Sep 12, 2025 | $0.78 |
IBKR | Pay Day | Sep 12, 2025 | $0.08 |
GFI | Ex-Dividend | Sep 12, 2025 | $0.40 |
KO | Ex-Dividend | Sep 15, 2025 | $0.51 |
MRK | Ex-Dividend | Sep 15, 2025 | $0.81 |
UNH | Ex-Dividend | Sep 15, 2025 | $2.21 |
WHR | Pay Day | Sep 15, 2025 | $0.90 |
DVN | Ex-Dividend | Sep 15, 2025 | $0.24 |
MO | Ex-Dividend | Sep 15, 2025 | $1.06 |
KEY | Pay Day | Sep 15, 2025 | $0.20 |
TROW | Ex-Dividend | Sep 15, 2025 | $1.27 |
LEG | Ex-Dividend | Sep 15, 2025 | $0.05 |
B | Pay Day | Sep 15, 2025 | $0.15 |
DTE | Ex-Dividend | Sep 15, 2025 | $1.09 |
O | Pay Day | Sep 15, 2025 | $0.27 |
MAIN | Pay Day | Sep 15, 2025 | $0.26 |
EFX | Pay Day | Sep 15, 2025 | -$0.50 |
ARCC | Ex-Dividend | Sep 15, 2025 | $0.48 |
GOOGL | Pay Day | Sep 15, 2025 | $0.21 |
VRT | Ex-Dividend | Sep 15, 2025 | $0.04 |
EXP | Ex-Dividend | Sep 15, 2025 | -$0.25 |
MCD | Pay Day | Sep 16, 2025 | $1.77 |
WU | Ex-Dividend | Sep 16, 2025 | $0.24 |
EL | Pay Day | Sep 16, 2025 | $0.35 |
BALL | Pay Day | Sep 16, 2025 | -$0.20 |
APH | Ex-Dividend | Sep 16, 2025 | $0.16 |
BARC.L | Pay Day | Sep 16, 2025 | $0.04 |
SWKS | Pay Day | Sep 16, 2025 | $0.71 |
TSM | Ex-Dividend | Sep 16, 2025 | $0.82 |
NOC | Pay Day | Sep 17, 2025 | $2.31 |
ODFL | Pay Day | Sep 17, 2025 | -$0.28 |
BBY | Ex-Dividend | Sep 18, 2025 | $0.95 |
VFC | Pay Day | Sep 18, 2025 | $0.09 |
EXPE | Pay Day | Sep 18, 2025 | $0.40 |
EG | Pay Day | Sep 19, 2025 | $2.00 |
D | Pay Day | Sep 20, 2025 | $0.67 |
TPR | Pay Day | Sep 22, 2025 | $0.40 |
AVGO | Ex-Dividend | Sep 22, 2025 | $0.59 |
UNH | Pay Day | Sep 23, 2025 | $2.21 |
BLK | Pay Day | Sep 23, 2025 | $5.21 |
LRCX | Ex-Dividend | Sep 24, 2025 | $0.26 |
QCOM | Pay Day | Sep 25, 2025 | $0.89 |
RIO | Pay Day | Sep 25, 2025 | $1.48 |
GFI | Pay Day | Sep 25, 2025 | $0.40 |
VRT | Pay Day | Sep 25, 2025 | $0.04 |
BAC | Pay Day | Sep 26, 2025 | $0.28 |
LMT | Pay Day | Sep 26, 2025 | $3.30 |
DKS | Pay Day | Sep 26, 2025 | $1.21 |
GLPI | Pay Day | Sep 26, 2025 | $0.78 |
KHC | Pay Day | Sep 26, 2025 | $0.40 |
GS | Pay Day | Sep 29, 2025 | $4.00 |
TROW | Pay Day | Sep 29, 2025 | $1.27 |
TRNO | Ex-Dividend | Sep 29, 2025 | -$0.52 |
PEP | Pay Day | Sep 30, 2025 | $1.42 |
WU | Pay Day | Sep 30, 2025 | $0.24 |
DVN | Pay Day | Sep 30, 2025 | $0.24 |
ITW | Ex-Dividend | Sep 30, 2025 | $1.61 |
BDX | Pay Day | Sep 30, 2025 | $1.04 |
AVGO | Pay Day | Sep 30, 2025 | $0.59 |
ESS | Ex-Dividend | Sep 30, 2025 | -$2.57 |
REXR | Ex-Dividend | Sep 30, 2025 | $0.43 |
ARCC | Pay Day | Sep 30, 2025 | $0.48 |
KO | Pay Day | Oct 1, 2025 | $0.51 |
NKE | Pay Day | Oct 1, 2025 | $0.40 |
FDX | Pay Day | Oct 1, 2025 | $1.45 |
ALB | Pay Day | Oct 1, 2025 | $0.40 |
APD | Ex-Dividend | Oct 1, 2025 | $1.79 |
NVDA | Pay Day | Oct 2, 2025 | $0.01 |
HIG | Pay Day | Oct 2, 2025 | $0.52 |
BTI | Ex-Dividend | Oct 3, 2025 | $0.75 |
TWO | Ex-Dividend | Oct 3, 2025 | $0.34 |
HRB | Pay Day | Oct 6, 2025 | -$0.42 |
MRK | Pay Day | Oct 7, 2025 | $0.81 |
APH | Pay Day | Oct 8, 2025 | $0.16 |
BBY | Pay Day | Oct 9, 2025 | $0.95 |
GSK.L | Pay Day | Oct 9, 2025 | $0.21 |
SLB | Pay Day | Oct 9, 2025 | $0.28 |
TSM | Pay Day | Oct 9, 2025 | $0.82 |
MPW | Pay Day | Oct 9, 2025 | $0.08 |
MO | Pay Day | Oct 10, 2025 | $1.06 |
ITW | Pay Day | Oct 10, 2025 | $1.61 |
TRNO | Pay Day | Oct 10, 2025 | -$0.52 |
LRCX | Pay Day | Oct 15, 2025 | $0.26 |
LEG | Pay Day | Oct 15, 2025 | $0.05 |
DTE | Pay Day | Oct 15, 2025 | $1.09 |
ESS | Pay Day | Oct 15, 2025 | -$2.57 |
REXR | Pay Day | Oct 15, 2025 | $0.43 |
EXP | Pay Day | Oct 16, 2025 | -$0.25 |
DELL | Ex-Dividend | Oct 21, 2025 | $0.52 |
TWO | Pay Day | Oct 29, 2025 | $0.34 |
DELL | Pay Day | Oct 31, 2025 | $0.52 |
APD | Pay Day | Nov 10, 2025 | $1.79 |
BTI | Pay Day | Nov 13, 2025 | $0.75 |
AEM | Ex-Dividend | Dec 1, 2025 | $0.40 |
MC.PA | Ex-Dividend | Dec 2, 2025 | $6.47 |
MC.PA | Pay Day | Dec 4, 2025 | $6.47 |
WMT | Ex-Dividend | Dec 12, 2025 | $0.24 |
AEM | Pay Day | Dec 15, 2025 | $0.40 |
WMT | Pay Day | Jan 5, 2026 | $0.24 |
Performance Metrics
Score 5.1/10
Beta
1.37
1.37
0
0.8
1.2
0
2
Sharpe Ratio
0.41
0.41
0
0.5
1
1.5
1.5
Sortino Ratio
0.65
0.65
0
1
2
3
3
Jensen's Alpha
1.57
1.57
-2
0
2
4.5
4.5
Omega Ratio
1.16
1.16
0
1
1.5
2.5
2.5
Treynor Ratio
0.98
0.98
0
0.75
1.25
2
2
Information Ratio
0.17
0.17
0
0.3
0.6
1
1
Calmar Ratio
0.16
0.16
0
0.3
0.6
1
1
Beta
1.37
1.37
0
0.8
1.2
0
2
Sharpe Ratio
0.41
0.41
0
0.5
1
1.5
1.5
Sortino Ratio
0.65
0.65
0
1
2
3
3
Jensen's Alpha
1.57
1.57
-2
0
2
4.5
4.5
Omega Ratio
1.16
1.16
0
1
1.5
2.5
2.5
Treynor Ratio
0.98
0.98
0
0.75
1.25
2
2
Information Ratio
0.17
0.17
0
0.3
0.6
1
1
Calmar Ratio
0.16
0.16
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
42.37
High:
TWLO
870.53TWLOLow:
GTLB
-1,293.45GTLBDetails
PEG Ratio
846.89
High:
AAPL
24,779.06AAPLLow:GTLB
-1,306.99GTLBDetails
Price/Book
19.97
High:
RBLX
254.7RBLXLow:
ABBV
-2,055.98ABBVDetails
Price/Sales
13.74
High:
MSTR
217.37MSTRLow:
QS
-QSDetails
Price/CF
37.54
High:MSTR
7,511.07MSTRLow:
IBKR
0.74IBKRDetails
Price/FCF
57.66
High:
PEP
5,253.35PEPLow:IBKR
0.74IBKRDetails
P/E Ratio
42.37
High:TWLO
870.53TWLOLow:GTLB
-1,293.45GTLBDetails
PEG Ratio
846.89
High:AAPL
24,779.06AAPLLow:GTLB
-1,306.99GTLBDetails
Price/Book
19.97
High:RBLX
254.7RBLXLow:ABBV
-2,055.98ABBVDetails
Price/Sales
13.74
High:MSTR
217.37MSTRLow:QS
-QSDetails
Price/CF
37.54
High:MSTR
7,511.07MSTRLow:IBKR
0.74IBKRDetails
Price/FCF
57.66
High:PEP
5,253.35PEPLow:IBKR
0.74IBKRDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-70.55% | Jan 2018 | Feb 2024 | 73 |
-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 | - | 2 |
-1.4% | Dec 2024 | Jan 2025 | 1 |