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+1.66%
This Month
+14.68%
Year To Date
+48.48%
2 Years
-23.2%
5 Years
+8.55%
10 Years
+1.66%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies32.68%
- 💻 Electronic Technology21.51%
- 🧩 Miscellaneous16.7%
- 📊 ETFs10.49%
- 🖥️ Technology Services8.77%
- 💰 Finance3.16%
- 🚗 Consumer Durables1.79%
- 💇♀️ Consumer Services1.27%
- 🛍️ Retail Trade1.23%
- 🧬 Health Technology0.64%
- 🍞 Consumer Non Durables0.55%
- ❓ Other0.37%
- 🧪 Process Industries0.35%
- 🚚 Transportation0.21%
- ⚡ Utilities0.19%
- 💵 Cash0.11%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency32.68%
- 🇺🇸 Nasdaq31.79%
- 🇬🇧 LSE16.7%
- 🇺🇸 NYSE14.45%
- 🇩🇪 Xetra ETFs3.19%
- 🇩🇪 FRA0.55%
- 🇫🇷 Euronext Paris0.55%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States36.89%
- 🇮🇹 Italy0.79%
- 🇮🇪 Ireland0.64%
- 🇩🇪 Germany0.55%
- 🇫🇷 France0.55%
- 🇨🇳 China0.22%
- 🇨🇦 Canada0.04%
Dividends
Dividend Yield
0.18%
19 out of 67 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $MC.PA (3.03%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 SYF | 0.04% | 1.5% | $1 |
 QCOM | 0.03% | 2.13% | $3.25 |
 MSFT | 0.02% | 0.73% | $3 |
 MC.PA | 0.02% | 3.03% | $13 |
 BLK | 0.01% | 1.95% | $20.2 |
 NVDA | 0.01% | 0.12% | $0.02 |
 RACE | 0.01% | 1.02% | $2.64 |
 STE | 0.01% | 1.12% | $2.08 |
 WMT | 0.01% | 0.92% | $0.81 |
 RHM.DE | 0.01% | 1.11% | $5.7 |
 META | 0.01% | 0.34% | $1 |
 KLAC | 0.01% | 0.43% | $5.65 |
 ALB | 0% | 1.29% | $1.6 |
 MU | 0% | 0.05% | $0.46 |
 DIS | 0% | 1.42% | $0.75 |
 GOOG | 0% | 0.25% | $0.2 |
 BABA | 0% | 0.91% | $0.98 |
 AAPL | 0% | 0.33% | $0.97 |
 VST | 0% | 0.61% | $0.85 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
WMT | Pay Day | Sep 8, 2026 | $0.25 |
Performance Metrics
Score 2.7/10
Beta
2.18
2.18
0
0.8
1.2
0
3
Sharpe Ratio
0.2
0.2
0
0.5
1
1.5
1.5
Sortino Ratio
0.32
0.32
0
1
2
3
3
Jensen's Alpha
-13.26
-13.26
-14
0
2
4.5
4.5
Omega Ratio
0.98
0.98
0
1
1.5
2.5
2.5
Treynor Ratio
0.38
0.38
0
0.75
1.25
2
2
Information Ratio
-0.03
-0.03
-1
0.3
0.6
1
1
Calmar Ratio
0.02
0.02
0
0.3
0.6
1
1
Beta
2.18
2.18
0
0.8
1.2
0
3
Sharpe Ratio
0.2
0.2
0
0.5
1
1.5
1.5
Sortino Ratio
0.32
0.32
0
1
2
3
3
Jensen's Alpha
-13.26
-13.26
-14
0
2
4.5
4.5
Omega Ratio
0.98
0.98
0
1
1.5
2.5
2.5
Treynor Ratio
0.38
0.38
0
0.75
1.25
2
2
Information Ratio
-0.03
-0.03
-1
0.3
0.6
1
1
Calmar Ratio
0.02
0.02
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
30.62
High:
TSLA
372.52TSLALow:ALB
-3,469.23ALBDetails
PEG Ratio
-9.25
High:
ABNB
669.21ABNBLow:ALB
-3,300.63ALBDetails
Price/Book
15.5
High:KLAC
51.9KLACLow:
GPRO
-66.97GPRODetails
Price/Sales
13.35
High:KLAC
23.3KLACLow:GPRO
0.2GPRODetails
Price/CF
28.98
High:TSLA
79.58TSLALow:SYF
2.39SYFDetails
Price/FCF
44.51
High:BABA
1,196.17BABALow:SYF
2.53SYFDetails
P/E Ratio
30.62
High:TSLA
372.52TSLALow:ALB
-3,469.23ALBDetails
PEG Ratio
-9.25
High:ABNB
669.21ABNBLow:ALB
-3,300.63ALBDetails
Price/Book
15.5
High:KLAC
51.9KLACLow:GPRO
-66.97GPRODetails
Price/Sales
13.35
High:KLAC
23.3KLACLow:GPRO
0.2GPRODetails
Price/CF
28.98
High:TSLA
79.58TSLALow:SYF
2.39SYFDetails
Price/FCF
44.51
High:BABA
1,196.17BABALow:SYF
2.53SYFDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-77.56% | Nov 2021 | - | 59 |
-25.12% | May 2021 | Oct 2021 | 5 |