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+0.96%
Today
+14.09%
This Month
-7.54%
Year To Date
+63.37%
2 Years
+208.81%
5 Years
+16.52%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- šŖ Cryptocurrencies63.8%
- š„ļø Technology Services18.96%
- š° Finance3.79%
- šļø Retail Trade2.64%
- šµ Cash2.49%
- š» Electronic Technology1.69%
- š§¬ Health Technology1.35%
- š Consumer Durables1.14%
- š¼ Commercial Services1.05%
- šāāļø Consumer Services0.88%
- āļø Energy Minerals0.68%
- š Consumer Non Durables0.39%
- š ETFs0.18%
- š Transportation0.17%
- š„ Health Services0.15%
- š ļø Producer Manufacturing0.02%
Exchanges Breakdown
- Exchange
- Total
- š Digital Currency63.8%
- šŗšø Nasdaq27.18%
- šŗšø NYSE4.83%
- š¬š§ LSE1.01%
- š©šŖ FRA0.07%
Countries Breakdown
- Country
- Total
- šŗšø United States29.25%
- šØš³ China1.19%
- šØš¦ Canada1.05%
- š¬š§ United Kingdom0.93%
- šøš¬ Singapore0.15%
- šØš Switzerland0.1%
- š°š· South Korea0.09%
- š®š± Israel0.08%
- š©šŖ Germany0.07%
Dividends
Dividend Yield
0.15%
17 out of 117 instruments pay dividend.
8 dividend payments in the next 30 days.
Highest Dividend: $BP.L (6.75%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 BP.L | 0.02% | 6.75% | $0.23 |
 JNJ | 0.02% | 3.27% | $4.81 |
 O | 0.02% | 5.63% | $3.09 |
 XOM | 0.01% | 4.68% | $3.76 |
 QCOM | 0.01% | 2.24% | $3.25 |
 ULVR.L | 0.01% | 3.2% | $1.47 |
 MSFT | 0.01% | 0.71% | $3 |
 SBUX | 0.01% | 2.8% | $2.24 |
 BABA | 0.01% | 0.82% | $0.98 |
 GOOG | 0.01% | 0.49% | $0.2 |
 DIS | 0% | 0.89% | $0.75 |
 PAH3.DE | 0% | 5.09% | $2.56 |
 META | 0% | 0.32% | $1 |
 GM | 0% | 1.02% | $0.42 |
 PARA | 0% | 1.68% | $0.2 |
 SMSN.L | 0% | 2.33% | $23.68 |
 NVDA | 0% | 0.03% | $0.02 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
JNJ | Ex-Dividend | May 27, 2025 | $1.30 |
SBUX | Pay Day | May 30, 2025 | $0.61 |
O | Ex-Dividend | Jun 2, 2025 | $0.27 |
QCOM | Ex-Dividend | Jun 5, 2025 | $0.89 |
GM | Ex-Dividend | Jun 6, 2025 | $0.15 |
GOOG | Ex-Dividend | Jun 9, 2025 | $0.21 |
JNJ | Pay Day | Jun 10, 2025 | $1.30 |
XOM | Pay Day | Jun 10, 2025 | $0.99 |
MSFT | Pay Day | Jun 12, 2025 | $0.83 |
ULVR.L | Pay Day | Jun 13, 2025 | $0.52 |
O | Pay Day | Jun 13, 2025 | $0.27 |
GOOG | Pay Day | Jun 16, 2025 | $0.21 |
GM | Pay Day | Jun 19, 2025 | $0.15 |
DIS | Ex-Dividend | Jun 24, 2025 | $0.50 |
QCOM | Pay Day | Jun 26, 2025 | $0.89 |
DIS | Pay Day | Jul 23, 2025 | $0.50 |
Performance Metrics
Score 4.9/10
Beta
1.96
1.96
0
0.8
1.2
0
2
Sharpe Ratio
0.4
0.4
0
0.5
1
1.5
1.5
Sortino Ratio
0.71
0.71
0
1
2
3
3
Jensen's Alpha
1.56
1.56
-2
0
2
4.5
4.5
Omega Ratio
1.26
1.26
0
1
1.5
2.5
2.5
Treynor Ratio
0.86
0.86
0
0.75
1.25
2
2
Information Ratio
0.27
0.27
0
0.3
0.6
1
1
Calmar Ratio
0.21
0.21
0
0.3
0.6
1
1
Beta
1.96
1.96
0
0.8
1.2
0
2
Sharpe Ratio
0.4
0.4
0
0.5
1
1.5
1.5
Sortino Ratio
0.71
0.71
0
1
2
3
3
Jensen's Alpha
1.56
1.56
-2
0
2
4.5
4.5
Omega Ratio
1.26
1.26
0
1
1.5
2.5
2.5
Treynor Ratio
0.86
0.86
0
0.75
1.25
2
2
Information Ratio
0.27
0.27
0
0.3
0.6
1
1
Calmar Ratio
0.21
0.21
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
35.52
High:
TSLA
189.08TSLALow:
TWLO
-571.23TWLODetails
PEG Ratio
190.14
High:
O
1,966.68OLow:TWLO
-601.13TWLODetails
Price/Book
7.83
High:
RBLX
178.25RBLXLow:
SBUX
-12.76SBUXDetails
Price/Sales
6.62
High:
MSTR
232.82MSTRLow:
GM
0.27GMDetails
Price/CF
21.63
High:MSTR
7,511.07MSTRLow:GM
2.05GMDetails
Price/FCF
50.74
High:SBUX
1,256.06SBUXLow:
TDOC
4.81TDOCDetails
P/E Ratio
35.52
High:TSLA
189.08TSLALow:TWLO
-571.23TWLODetails
PEG Ratio
190.14
High:O
1,966.68OLow:TWLO
-601.13TWLODetails
Price/Book
7.83
High:RBLX
178.25RBLXLow:SBUX
-12.76SBUXDetails
Price/Sales
6.62
High:MSTR
232.82MSTRLow:GM
0.27GMDetails
Price/CF
21.63
High:MSTR
7,511.07MSTRLow:GM
2.05GMDetails
Price/FCF
50.74
High:SBUX
1,256.06SBUXLow:TDOC
4.81TDOCDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-54.55% | Nov 2021 | Nov 2024 | 36 |
-31.86% | Dec 2024 | - | 6 |
-29.64% | Mar 2020 | Jul 2020 | 4 |
-8.73% | Sep 2021 | Oct 2021 | 1 |
-8.18% | Sep 2020 | Nov 2020 | 2 |
-5.1% | May 2021 | Aug 2021 | 3 |
-1.6% | Dec 2020 | Jan 2021 | 1 |