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+0.21%
Today
-3.83%
This Month
-9.02%
Year To Date
+20.14%
2 Years
+22.67%
5 Years
+4.56%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs76.83%
- 💵 Cash12.33%
- 🪙 Cryptocurrencies10.61%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE41.3%
- 🇺🇸 Chicago Board Options Exchange17.22%
- 🇺🇸 Nasdaq16.28%
- 🌍 Digital Currency10.61%
- 🇬🇧 LSE2.03%
Countries Breakdown
- Country
- Total
Dividends
Dividend Yield
0.91%
20 out of 26 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $EWH (3.96%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 XLP | 0.11% | 2.5% | - |
 EWH | 0.1% | 3.96% | - |
 EWT | 0.09% | 2.51% | - |
 EWJ | 0.07% | 2.29% | - |
 MTUM | 0.07% | 0.95% | - |
 FXI | 0.05% | 1.5% | - |
 SOXX | 0.05% | 0.79% | - |
 EZU | 0.05% | 2.57% | - |
 QQQ | 0.05% | 0.64% | - |
 IAEX.L | 0.04% | 2% | - |
 KWEB | 0.04% | 2.94% | - |
 EWL | 0.04% | 1.97% | - |
 IVW | 0.03% | 0.5% | - |
 INDA | 0.03% | 0.78% | - |
 XLF | 0.03% | 1.43% | - |
 XLI | 0.03% | 1.47% | - |
 IHI | 0.02% | 0.45% | - |
 TAN | 0.01% | 0.54% | - |
 CQQQ | 0% | 0.23% | - |
 XBI | 0% | 0.17% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
QQQ | Pay Day | Apr 24, 2025 | $- |
EWJ | Pay Day | Jun 17, 2025 | $- |
FXI | Pay Day | Jun 17, 2025 | $- |
EWL | Pay Day | Jun 17, 2025 | $- |
IHI | Pay Day | Jun 17, 2025 | $- |
MTUM | Pay Day | Jun 17, 2025 | $- |
EZU | Pay Day | Jun 17, 2025 | $- |
EWH | Pay Day | Jun 17, 2025 | $- |
SOXX | Pay Day | Jun 17, 2025 | $- |
XLI | Pay Day | Jun 26, 2025 | $- |
XBI | Pay Day | Jun 26, 2025 | $- |
KWEB | Pay Day | Dec 18, 2025 | $- |
EWT | Pay Day | Dec 20, 2025 | $1.72 |
INDA | Pay Day | Dec 20, 2025 | $- |
TAN | Pay Day | Dec 27, 2025 | $- |
Performance Metrics
Score 3/10
Beta
1
1
0
0.8
1.2
0
2
Sharpe Ratio
0.23
0.23
0
0.5
1
1.5
1.5
Sortino Ratio
0.37
0.37
0
1
2
3
3
Jensen's Alpha
-5.57
-5.57
-6
0
2
4.5
4.5
Omega Ratio
0.59
0.59
0
1
1.5
2.5
2.5
Treynor Ratio
0.35
0.35
0
0.75
1.25
2
2
Information Ratio
-0.69
-0.69
-1
0.3
0.6
1
1
Calmar Ratio
0.16
0.16
0
0.3
0.6
1
1
Beta
1
1
0
0.8
1.2
0
2
Sharpe Ratio
0.23
0.23
0
0.5
1
1.5
1.5
Sortino Ratio
0.37
0.37
0
1
2
3
3
Jensen's Alpha
-5.57
-5.57
-6
0
2
4.5
4.5
Omega Ratio
0.59
0.59
0
1
1.5
2.5
2.5
Treynor Ratio
0.35
0.35
0
0.75
1.25
2
2
Information Ratio
-0.69
-0.69
-1
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
N/A
Details
PEG Ratio
N/A
Details
Price/Book
N/A
Details
Price/Sales
N/A
Details
Price/CF
N/A
Details
Price/FCF
N/A
Details
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-33.9% | Nov 2021 | Nov 2024 | 36 |
-12.34% | Feb 2025 | - | 3 |
-4.8% | Sep 2021 | Oct 2021 | 1 |
-2.89% | May 2021 | Aug 2021 | 3 |
-2.39% | Dec 2024 | Jan 2025 | 1 |