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-3.66%
This Month
-19.88%
Year To Date
+29.79%
2 Years
+164.74%
5 Years
+650.87%
10 Years
+6.08%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies45.29%
- 💻 Electronic Technology23.07%
- 📊 ETFs7.68%
- 💰 Finance4.76%
- 🖥️ Technology Services4.57%
- 🛍️ Retail Trade4.22%
- 🧩 Miscellaneous4.17%
- 💵 Cash1.8%
- 🧪 Process Industries0.48%
- 💹 Forex0.41%
- 💇♀️ Consumer Services0.37%
- 🍞 Consumer Non Durables0.37%
- 🚗 Consumer Durables0.35%
- 🛠️ Producer Manufacturing0.3%
- 🧬 Health Technology0.22%
- 💼 Commercial Services0.11%
- ⛏️ Energy Minerals0.1%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency45.29%
- 🇺🇸 Nasdaq30.63%
- 🇺🇸 NYSE10.07%
- 🇩🇪 Xetra ETFs5.88%
- 🇬🇧 LSE4.17%
- 🌍 FX0.41%
- 🇺🇸 OTC Markets Stock Exchange0.02%
- 🇭🇰 Hong Kong Exchanges0%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States35%
- 🇬🇧 United Kingdom4.17%
- 🇺🇾 Uruguay2.69%
- 🇨🇦 Canada0.48%
- 🇨🇳 China0.35%
- 🇨🇭 Switzerland0.3%
- 🇮🇱 Israel0.1%
- 🇷🇺 Russia0%
Dividends
Dividend Yield
0.52%
23 out of 79 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $NVTKL.L (109.46%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 ARR | 0.17% | 16.97% | $3.84 |
 AGNC | 0.14% | 13.92% | $1.44 |
 O | 0.05% | 5.59% | $3.09 |
 STWD | 0.03% | 10.46% | $1.92 |
 MO | 0.02% | 7.03% | $3.92 |
 STAG | 0.02% | 3.99% | $1.47 |
 FRT | 0.02% | 4.42% | $4.36 |
 MAIN | 0.02% | 5.03% | $2.85 |
 SMT.L | 0.02% | 0.38% | $0.03 |
 LMT | 0.01% | 2.81% | $12.45 |
 LAND | 0.01% | 6.39% | $0.56 |
 NVDA | 0% | 0.02% | $0.02 |
 XOM | 0% | 3.48% | $3.76 |
 MRK | 0% | 3.36% | $3.04 |
 LOW | 0% | 1.91% | $4.45 |
 KO | 0% | 2.89% | $1.89 |
 BX | 0% | 3.11% | $3.36 |
 V | 0% | 0.71% | $2.01 |
 MA | 0% | 0.56% | $2.46 |
 MSFT | 0% | 0.73% | $3 |
 NVTKL.L | 0% | 109.46% | - |
 CAT | 0% | 1% | $5.31 |
 SDZNY | 0% | -0.57% | $-0.3 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
LMT | Pay Day | Dec 30, 2025 | $3.45 |
Performance Metrics
Score 6.9/10
Beta
0.92
0.92
0
0.8
1.2
0
2
Sharpe Ratio
0.64
0.64
0
0.5
1
1.5
1.5
Sortino Ratio
1.43
1.43
0
1
2
3
3
Jensen's Alpha
16.33
16.33
-2
0
2
17
17
Omega Ratio
1.4
1.4
0
1
1.5
2.5
2.5
Treynor Ratio
2.34
2.34
0
0.75
1.25
3
3
Information Ratio
0.38
0.38
0
0.3
0.6
1
1
Calmar Ratio
0.39
0.39
0
0.3
0.6
1
1
Beta
0.92
0.92
0
0.8
1.2
0
2
Sharpe Ratio
0.64
0.64
0
0.5
1
1.5
1.5
Sortino Ratio
1.43
1.43
0
1
2
3
3
Jensen's Alpha
16.33
16.33
-2
0
2
17
17
Omega Ratio
1.4
1.4
0
1
1.5
2.5
2.5
Treynor Ratio
2.34
2.34
0
0.75
1.25
3
3
Information Ratio
0.38
0.38
0
0.3
0.6
1
1
Calmar Ratio
0.39
0.39
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
42.95
High:
PLTR
428.55PLTRLow:
03690.HK
-263.2303690.HKDetails
PEG Ratio
147.9
High:
LOW
3,554.56LOWLow:
NIO
-135.7NIODetails
Price/Book
31.76
High:PLTR
66.27PLTRLow:
MO
-37.5MODetails
Price/Sales
21.45
High:PLTR
120.93PLTRLow:
ACHR
-ACHRDetails
Price/CF
53.62
High:
MSTR
7,511.07MSTRLow:
APTV
7.72APTVDetails
Price/FCF
59.18
High:MSTR
1,187.5MSTRLow:APTV
10.58APTVDetails
P/E Ratio
42.95
High:PLTR
428.55PLTRLow:03690.HK
-263.2303690.HKDetails
PEG Ratio
147.9
High:LOW
3,554.56LOWLow:NIO
-135.7NIODetails
Price/Book
31.76
High:PLTR
66.27PLTRLow:MO
-37.5MODetails
Price/Sales
21.45
High:PLTR
120.93PLTRLow:ACHR
-ACHRDetails
Price/CF
53.62
High:MSTR
7,511.07MSTRLow:APTV
7.72APTVDetails
Price/FCF
59.18
High:MSTR
1,187.5MSTRLow:APTV
10.58APTVDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-77.17% | Oct 2014 | Mar 2021 | 77 |
-58.25% | Nov 2021 | Nov 2024 | 36 |
-25.82% | Dec 2024 | - | 13 |
-4.77% | Sep 2021 | Oct 2021 | 1 |