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+2.62%
Today
+2.42%
This Month
+6.16%
Year To Date
+106.41%
2 Years
+323.06%
5 Years
+10.39%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies43.61%
- 💻 Electronic Technology25.77%
- 🖥️ Technology Services10.03%
- 💰 Finance6.19%
- 🛍️ Retail Trade3.67%
- 📊 ETFs1.99%
- 🍞 Consumer Non Durables1.46%
- 🧬 Health Technology1.15%
- 💇♀️ Consumer Services1.07%
- 💵 Cash0.84%
- 🛠️ Producer Manufacturing0.63%
- 📡 Communications0.57%
- 🚚 Transportation0.49%
- 🚗 Consumer Durables0.37%
- ⛏️ Energy Minerals0.28%
- 🏥 Health Services0.28%
- 🪨 Non Energy Minerals0.27%
- 💼 Commercial Services0.26%
- 🧪 Process Industries0.23%
- 🏭 Industrial Services0.17%
- 📦 Distribution Services0.03%
- ⚡ Utilities0.03%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency43.61%
- 🇺🇸 Nasdaq39.68%
- 🇺🇸 NYSE13.13%
- 🇬🇧 LSE1.78%
- 🇺🇸 Chicago Board Options Exchange0.12%
- 🇩🇪 FRA0.07%
- 🇫🇷 Euronext Paris0.06%
- 🇨🇭 SIX0.05%
- 🇭🇰 Hong Kong Exchanges0.02%
- 🇸🇦 Tadawul0.02%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States50.94%
- 🇹🇼 Taiwan0.58%
- 🇬🇧 United Kingdom0.44%
- 🇨🇦 Canada0.29%
- 🇨🇳 China0.12%
- 🇮🇱 Israel0.1%
- 🇩🇪 Germany0.07%
- 🇳🇱 Netherlands0.07%
- 🇫🇷 France0.06%
- 🇨🇭 Switzerland0.05%
- 🇮🇹 Italy0.04%
- 🇧🇲 Bermuda0.03%
- 🇲🇽 Mexico0.02%
- 🇱🇺 Luxembourg0.02%
- 🇦🇺 Australia0.02%
- 🇪🇸 Spain0.02%
- 🇸🇦 Saudi Arabia0.02%
- 🇩🇰 Denmark0.02%
- 🇮🇪 Ireland0.02%
Dividends
Dividend Yield
0.56%
173 out of 306 instruments pay dividend.
62 dividend payments in the next 30 days.
Highest Dividend: $TWO (17.04%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 ARCC | 0.08% | 8.68% | $1.62 |
 MAIN | 0.04% | 5.2% | $2.85 |
 VZ | 0.03% | 6.18% | $2.66 |
 QYLD | 0.03% | 11.47% | - |
 O | 0.02% | 5.67% | $3.09 |
 KO | 0.02% | 2.8% | $1.89 |
 AVGO | 0.01% | 0.9% | $19.7 |
 MSFT | 0.01% | 0.69% | $3 |
 NLY | 0.01% | 14.24% | $2.6 |
 CVX | 0.01% | 4.78% | $6.28 |
 MS | 0.01% | 2.82% | $3.4 |
 JPM | 0.01% | 2% | $4.4 |
 META | 0.01% | 0.29% | $1 |
 JNJ | 0.01% | 3.25% | $4.81 |
 GOOGL | 0.01% | 0.47% | $0.2 |
 BAC | 0.01% | 2.32% | $0.96 |
 TWO | 0.01% | 17.04% | $1.8 |
 ABR | 0.01% | 15.58% | $1.72 |
 TSM | 0.01% | 1.1% | $1.74 |
 AAPL | 0.01% | 0.49% | $0.97 |
 WMT | 0.01% | 0.97% | $0.81 |
 NVDA | 0.01% | 0.03% | $0.02 |
 UNH | 0.01% | 2.83% | $7.74 |
 PEP | 0.01% | 4.23% | $5.15 |
 TGT | 0.01% | 4.63% | $4.42 |
 MO | 0.01% | 6.88% | $3.92 |
 QCOM | 0% | 2.3% | $3.25 |
 GSK.L | 0% | 4.11% | $0.59 |
 GS | 0% | 1.96% | $11 |
 AXP | 0% | 0.97% | $2.6 |
 F | 0% | 7.32% | $0.78 |
 LYB | 0% | 9.63% | $5.09 |
 RHP | 0% | 4.71% | $4.3 |
 MRK | 0% | 4.06% | $3.04 |
 MCD | 0% | 2.28% | $6.53 |
 CVS | 0% | 4.2% | $2.54 |
 RIO | 0% | 6.78% | $4.34 |
 WU | 0% | 10% | $0.94 |
 OKE | 0% | 4.96% | $3.89 |
 DIS | 0% | 0.88% | $0.75 |
 KHC | 0% | 6.02% | $1.6 |
 PFE | 0% | 7.27% | $1.66 |
 NKE | 0% | 2.52% | $1.45 |
 ADM | 0% | 4.27% | $1.9 |
 UPS | 0% | 6.68% | $6.5 |
 MPLX | 0% | 7.26% | $3.33 |
 BBY | 0% | 5.18% | $3.72 |
 GLPI | 0% | 6.63% | $2.98 |
 PM | 0% | 2.94% | $5.2 |
 ZURN.ZU | 0% | 4.83% | $26 |
 AMAT | 0% | 0.99% | $1.44 |
 WHR | 0% | 8.49% | $7 |
 LLY | 0% | 0.73% | $4.86 |
 RTX | 0% | 1.85% | $2.44 |
 LRCX | 0% | 1.06% | $8 |
 MCHP | 0% | 2.77% | $1.75 |
 LMT | 0% | 2.73% | $12.45 |
 SWKS | 0% | 3.9% | $2.72 |
 MPW | 0% | 6.98% | $0.6 |
 BARC.L | 0% | 2.53% | $0.08 |
 KEY | 0% | 5.08% | $0.82 |
 AES | 0% | 6.48% | $0.68 |
 WPC | 0% | 5.64% | $3.67 |
 MC.PA | 0% | 2.76% | $13 |
 AZN.L | 0% | 2.29% | $2.28 |
 PRU | 0% | 5.06% | $5.1 |
 MU | 0% | 0.42% | $0.46 |
 WBA | 0% | 8.9% | $1.46 |
 REXR | 0% | 4.75% | $1.6 |
 FDX | 0% | 2.52% | $5.16 |
 NXST | 0% | 4.24% | $6.08 |
 MMM | 0% | 1.96% | $5.21 |
 ORCL | 0% | 0.98% | $1.6 |
 V | 0% | 0.62% | $2.01 |
 SCHW | 0% | 1.18% | $1 |
 SAOC | 0% | 6.74% | $1.87 |
 BTI | 0% | 6.31% | $2.92 |
 BMY | 0% | 5.05% | $2.34 |
 VOW3.DE | 0% | 6.94% | $9.06 |
 AMGN | 0% | 3.2% | $8.76 |
 KVUE | 0% | 3.77% | $0.8 |
 IEF | 0% | 3.61% | - |
 ENB | 0% | 5.54% | $2.66 |
 BHP.L | 0% | 5.15% | $1.26 |
 HIG | 0% | 1.58% | $1.84 |
 TROW | 0% | 5.37% | $4.92 |
 MA | 0% | 0.48% | $2.46 |
 SCHX | 0% | 1.21% | - |
 CRM | 0% | 0.59% | $0.4 |
 C | 0% | 2.87% | $2.12 |
 PAYX | 0% | 2.52% | $3.65 |
 SIE.DE | 0% | 2.38% | $4.7 |
 SLB | 0% | 3.32% | $1.05 |
 TJX | 0% | 1.21% | $1.42 |
 APD | 0% | 2.56% | $7.04 |
 WFC | 0% | 2.11% | $1.4 |
 T | 0% | 3.97% | $1.11 |
 EG | 0% | 2.32% | $7.25 |
 DVN | 0% | 3.54% | $2.05 |
 SBUX | 0% | 2.7% | $2.24 |
 DKS | 0% | 2.58% | $4.2 |
 YUM | 0% | 1.91% | $2.55 |
 BLK | 0% | 2.09% | $20.2 |
 FAST | 0% | 1.97% | $1.48 |
 VNO | 0% | 1.86% | $0.68 |
 IBKR | 0% | 0.5% | $0.55 |
 PARA | 0% | 1.68% | $0.2 |
 BX | 0% | 2.89% | $3.36 |
 BDX | 0% | 2.36% | $3.76 |
 TPR | 0% | 1.79% | $1.4 |
 OTIS | 0% | 1.66% | $1.41 |
 GILD | 0% | 2.78% | $3.04 |
 EMR | 0% | 1.71% | $2.1 |
 NOC | 0% | 1.74% | $7.67 |
 DELL | 0% | 1.63% | $1.63 |
 BABA | 0% | 0.87% | $0.98 |
 ALB | 0% | 2.72% | $1.6 |
 COST | 0% | 0.47% | $19.22 |
 KBH | 0% | 1.93% | $0.85 |
 ASML | 0% | 0.78% | $5.57 |
 FMX | 0% | 1.9% | $1.99 |
 VFC | 0% | 2.85% | $0.57 |
 SAN | 0% | 2.1% | $0.13 |
 VGT | 0% | 0.58% | - |
 EL | 0% | 2.52% | $2.64 |
 APO | 0% | 1.43% | $1.75 |
 DHI | 0% | 1.24% | $1.15 |
 KLAC | 0% | 0.83% | $5.65 |
 ACN | 0% | 1.81% | $4.99 |
 MRVL | 0% | 0.35% | $0.24 |
 NVO | 0% | 1.59% | $0.98 |
 APH | 0% | 0.71% | $0.44 |
 MRX | 0% | 1.34% | - |
 AEM | 0% | 1.31% | $1.6 |
 RACE | 0% | 0.67% | $2.64 |
 QQQ | 0% | 0.58% | - |
 0700.HK | 0% | 0.88% | $3.4 |
 KKR | 0% | 0.58% | $0.67 |
 LIT | 0% | 1.03% | - |
 EXPE | 0% | 0.46% | - |
 BRO | 0% | 0.53% | $0.51 |
 IDCC | 0% | 0.84% | $1.6 |
 LEG | 0% | 2.19% | $1.43 |
 KGC | 0% | 0.77% | $0.12 |
 WPM | 0% | 0.7% | $0.61 |
 DHR | 0% | 0.6% | $1.05 |
 CNK | 0% | 0.5% | - |
 AGI | 0% | 0.36% | $0.1 |
 BAYN.DE | 0% | 0.42% | $0.11 |
 CRS | 0% | 0.32% | $0.8 |
 VRSN | 0% | 0.27% | - |
 VG | 0% | 0.22% | - |
 HWM | 0% | 0.21% | $0.19 |
 MCO | 0% | 0.73% | $3.24 |
 VRT | 0% | 0.12% | $0.06 |
 GEV | 0% | 0.1% | - |
 NLOP | 0% | -1.05% | $-0.34 |
 WDC | 0% | -0.18% | - |
 H | 0% | -0.45% | $-0.6 |
 A | 0% | -0.85% | $-0.93 |
 VSTS | 0% | -2.22% | $-0.1 |
 BCC | 0% | -0.97% | $-0.8 |
 ASO | 0% | -1.07% | $-0.4 |
 HXL | 0% | -1.13% | $-0.55 |
 XYL | 0% | -1.21% | $-1.38 |
 LFUS | 0% | -1.3% | $-2.6 |
 FCX | 0% | -1.44% | $-0.6 |
 NDSN | 0% | -1.46% | $-2.72 |
 EXPO | 0% | -1.51% | $-1.08 |
 MMS | 0% | -1.71% | $-1.18 |
 DEO | 0% | -3.93% | $-3.99 |
 OMC | 0% | -3.95% | $-2.8 |
 GIS | 0% | -4.4% | $-2.36 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
BDX | Ex-Dividend | Jun 9, 2025 | $1.04 |
LYB | Pay Day | Jun 9, 2025 | $1.37 |
GOOGL | Ex-Dividend | Jun 9, 2025 | $0.21 |
CVX | Pay Day | Jun 10, 2025 | $1.71 |
JNJ | Pay Day | Jun 10, 2025 | $1.30 |
EMR | Pay Day | Jun 10, 2025 | $0.53 |
LLY | Pay Day | Jun 10, 2025 | $1.50 |
OMC | Ex-Dividend | Jun 10, 2025 | -$0.70 |
VFC | Ex-Dividend | Jun 10, 2025 | $0.09 |
WPM | Pay Day | Jun 10, 2025 | $0.16 |
MRX | Pay Day | Jun 10, 2025 | $0.15 |
VG | Ex-Dividend | Jun 10, 2025 | $0.02 |
NVDA | Ex-Dividend | Jun 11, 2025 | $0.01 |
H | Pay Day | Jun 11, 2025 | -$0.15 |
ADM | Pay Day | Jun 11, 2025 | $0.51 |
MSFT | Pay Day | Jun 12, 2025 | $0.83 |
MMM | Pay Day | Jun 12, 2025 | $0.73 |
RTX | Pay Day | Jun 12, 2025 | $0.68 |
BABA | Ex-Dividend | Jun 12, 2025 | $0.95 |
AMAT | Pay Day | Jun 12, 2025 | $0.46 |
PRU | Pay Day | Jun 12, 2025 | $1.35 |
TSM | Ex-Dividend | Jun 12, 2025 | $0.68 |
CNK | Pay Day | Jun 12, 2025 | $0.08 |
AGI | Ex-Dividend | Jun 12, 2025 | $0.02 |
KGC | Pay Day | Jun 12, 2025 | $0.03 |
KO | Ex-Dividend | Jun 13, 2025 | $0.51 |
PFE | Pay Day | Jun 13, 2025 | $0.43 |
ALB | Ex-Dividend | Jun 13, 2025 | $0.40 |
GILD | Ex-Dividend | Jun 13, 2025 | $0.79 |
DVN | Ex-Dividend | Jun 13, 2025 | $0.24 |
DKS | Ex-Dividend | Jun 13, 2025 | $1.21 |
KEY | Pay Day | Jun 13, 2025 | $0.20 |
TROW | Ex-Dividend | Jun 13, 2025 | $1.27 |
LEG | Ex-Dividend | Jun 13, 2025 | $0.05 |
GLPI | Ex-Dividend | Jun 13, 2025 | $0.78 |
IBKR | Pay Day | Jun 13, 2025 | $0.32 |
O | Pay Day | Jun 13, 2025 | $0.27 |
MAIN | Pay Day | Jun 13, 2025 | $0.25 |
EG | Pay Day | Jun 13, 2025 | $2.00 |
ARCC | Ex-Dividend | Jun 13, 2025 | $0.48 |
WHR | Pay Day | Jun 15, 2025 | $1.75 |
META | Ex-Dividend | Jun 16, 2025 | $0.52 |
MCD | Pay Day | Jun 16, 2025 | $1.77 |
MRK | Ex-Dividend | Jun 16, 2025 | $0.81 |
UNH | Ex-Dividend | Jun 16, 2025 | $2.21 |
WU | Ex-Dividend | Jun 16, 2025 | $0.24 |
PARA | Ex-Dividend | Jun 16, 2025 | $0.05 |
MO | Ex-Dividend | Jun 16, 2025 | $1.02 |
EL | Pay Day | Jun 16, 2025 | $0.35 |
GOOGL | Pay Day | Jun 16, 2025 | $0.21 |
VRT | Ex-Dividend | Jun 16, 2025 | $0.04 |
APH | Ex-Dividend | Jun 17, 2025 | $0.16 |
SWKS | Pay Day | Jun 17, 2025 | $0.70 |
WDC | Pay Day | Jun 18, 2025 | -$0.10 |
BBY | Ex-Dividend | Jun 18, 2025 | $0.95 |
NOC | Pay Day | Jun 18, 2025 | $2.31 |
VFC | Pay Day | Jun 18, 2025 | $0.09 |
LRCX | Ex-Dividend | Jun 18, 2025 | $0.23 |
MPW | Ex-Dividend | Jun 18, 2025 | $0.08 |
NDSN | Ex-Dividend | Jun 18, 2025 | -$0.78 |
BCC | Pay Day | Jun 18, 2025 | -$0.21 |
AVGO | Ex-Dividend | Jun 20, 2025 | $0.59 |
EXPO | Pay Day | Jun 20, 2025 | -$0.30 |
BLK | Pay Day | Jun 23, 2025 | $5.21 |
TPR | Pay Day | Jun 23, 2025 | $0.35 |
DIS | Ex-Dividend | Jun 24, 2025 | $0.50 |
UNH | Pay Day | Jun 24, 2025 | $2.21 |
META | Pay Day | Jun 26, 2025 | $0.52 |
QCOM | Pay Day | Jun 26, 2025 | $0.89 |
XYL | Pay Day | Jun 26, 2025 | -$0.40 |
AGI | Pay Day | Jun 26, 2025 | $0.02 |
VRT | Pay Day | Jun 26, 2025 | $0.04 |
BAC | Pay Day | Jun 27, 2025 | $0.26 |
LMT | Pay Day | Jun 27, 2025 | $3.30 |
GILD | Pay Day | Jun 27, 2025 | $0.79 |
GS | Pay Day | Jun 27, 2025 | $3.00 |
DHR | Ex-Dividend | Jun 27, 2025 | $0.32 |
DKS | Pay Day | Jun 27, 2025 | $1.21 |
TROW | Pay Day | Jun 27, 2025 | $1.27 |
GLPI | Pay Day | Jun 27, 2025 | $0.78 |
KHC | Pay Day | Jun 27, 2025 | $0.40 |
BTI | Ex-Dividend | Jun 27, 2025 | $0.75 |
PEP | Pay Day | Jun 30, 2025 | $1.42 |
WU | Pay Day | Jun 30, 2025 | $0.24 |
DVN | Pay Day | Jun 30, 2025 | $0.24 |
BDX | Pay Day | Jun 30, 2025 | $1.04 |
AVGO | Pay Day | Jun 30, 2025 | $0.59 |
NLY | Ex-Dividend | Jun 30, 2025 | $0.70 |
REXR | Ex-Dividend | Jun 30, 2025 | $0.43 |
ARCC | Pay Day | Jun 30, 2025 | $0.48 |
RHP | Ex-Dividend | Jun 30, 2025 | $1.15 |
VG | Pay Day | Jun 30, 2025 | $0.02 |
KO | Pay Day | Jul 1, 2025 | $0.51 |
NKE | Pay Day | Jul 1, 2025 | $0.40 |
ALB | Pay Day | Jul 1, 2025 | $0.40 |
PARA | Pay Day | Jul 1, 2025 | $0.05 |
APD | Ex-Dividend | Jul 1, 2025 | $1.79 |
A | Ex-Dividend | Jul 1, 2025 | -$0.25 |
HIG | Pay Day | Jul 2, 2025 | $0.52 |
JPM | Ex-Dividend | Jul 3, 2025 | $1.40 |
NVDA | Pay Day | Jul 3, 2025 | $0.01 |
NDSN | Pay Day | Jul 3, 2025 | -$0.78 |
MRK | Pay Day | Jul 8, 2025 | $0.81 |
OMC | Pay Day | Jul 9, 2025 | -$0.70 |
APH | Pay Day | Jul 9, 2025 | $0.16 |
LRCX | Pay Day | Jul 9, 2025 | $0.23 |
BABA | Pay Day | Jul 10, 2025 | $0.95 |
BBY | Pay Day | Jul 10, 2025 | $0.95 |
MO | Pay Day | Jul 10, 2025 | $1.02 |
GSK.L | Pay Day | Jul 10, 2025 | $0.21 |
SLB | Pay Day | Jul 10, 2025 | $0.28 |
TSM | Pay Day | Jul 10, 2025 | $0.68 |
LEG | Pay Day | Jul 15, 2025 | $0.05 |
REXR | Pay Day | Jul 15, 2025 | $0.43 |
RHP | Pay Day | Jul 15, 2025 | $1.15 |
MPW | Pay Day | Jul 17, 2025 | $0.08 |
DIS | Pay Day | Jul 23, 2025 | $0.50 |
A | Pay Day | Jul 23, 2025 | -$0.25 |
DHR | Pay Day | Jul 25, 2025 | $0.32 |
JPM | Pay Day | Jul 31, 2025 | $1.40 |
NLY | Pay Day | Jul 31, 2025 | $0.70 |
BTI | Pay Day | Aug 6, 2025 | $0.75 |
APD | Pay Day | Aug 11, 2025 | $1.79 |
WMT | Ex-Dividend | Aug 15, 2025 | $0.24 |
ENB | Ex-Dividend | Aug 15, 2025 | $0.68 |
ENB | Pay Day | Sep 1, 2025 | $0.68 |
WMT | Pay Day | Sep 2, 2025 | $0.24 |
AEM | Ex-Dividend | Sep 2, 2025 | $0.40 |
AEM | Pay Day | Sep 15, 2025 | $0.40 |
Performance Metrics
Score 5/10
Beta
1.37
1.37
0
0.8
1.2
0
2
Sharpe Ratio
0.38
0.38
0
0.5
1
1.5
1.5
Sortino Ratio
0.6
0.6
0
1
2
3
3
Jensen's Alpha
1.79
1.79
-2
0
2
4.5
4.5
Omega Ratio
1.15
1.15
0
1
1.5
2.5
2.5
Treynor Ratio
0.92
0.92
0
0.75
1.25
2
2
Information Ratio
0.16
0.16
0
0.3
0.6
1
1
Calmar Ratio
0.14
0.14
0
0.3
0.6
1
1
Beta
1.37
1.37
0
0.8
1.2
0
2
Sharpe Ratio
0.38
0.38
0
0.5
1
1.5
1.5
Sortino Ratio
0.6
0.6
0
1
2
3
3
Jensen's Alpha
1.79
1.79
-2
0
2
4.5
4.5
Omega Ratio
1.15
1.15
0
1
1.5
2.5
2.5
Treynor Ratio
0.92
0.92
0
0.75
1.25
2
2
Information Ratio
0.16
0.16
0
0.3
0.6
1
1
Calmar Ratio
0.14
0.14
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
38.73
High:
WHR
607.93WHRLow:
LAC
-13,500LACDetails
PEG Ratio
259.81
High:
KO
10,128.43KOLow:LAC
-18,899.99LACDetails
Price/Book
18.15
High:LAC
1,011.24LACLow:
NIO
-139.34NIODetails
Price/Sales
12.01
High:
CRNX
8,335.34CRNXLow:LAC
-LACDetails
Price/CF
28.44
High:
MSTR
7,511.07MSTRLow:
IBKR
1.38IBKRDetails
Price/FCF
40.29
High:
PERI
5,856.42PERILow:IBKR
1.4IBKRDetails
P/E Ratio
38.73
High:WHR
607.93WHRLow:LAC
-13,500LACDetails
PEG Ratio
259.81
High:KO
10,128.43KOLow:LAC
-18,899.99LACDetails
Price/Book
18.15
High:LAC
1,011.24LACLow:NIO
-139.34NIODetails
Price/Sales
12.01
High:CRNX
8,335.34CRNXLow:LAC
-LACDetails
Price/CF
28.44
High:MSTR
7,511.07MSTRLow:IBKR
1.38IBKRDetails
Price/FCF
40.29
High:PERI
5,856.42PERILow:IBKR
1.4IBKRDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-70.55% | Jan 2018 | Feb 2024 | 73 |
-15.5% | Feb 2025 | - | 5 |
-8.06% | Apr 2024 | May 2024 | 1 |
-2.82% | Jul 2024 | Sep 2024 | 2 |
-1.4% | Dec 2024 | Jan 2025 | 1 |