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0%
This Month
+22.44%
Year To Date
+300.03%
2 Years
+304.53%
5 Years
+217.16%
10 Years
+8.29%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies94.31%
- 👥 Copy Trading2.65%
- 💻 Electronic Technology2.63%
- 💵 Cash0.35%
- 🚗 Consumer Durables0.07%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency94.43%
- 🇺🇸 Nasdaq3.09%
- 🇺🇸 NYSE2.05%
- 🇭🇰 Hong Kong Exchanges0.05%
- 🇩🇪 FRA0.03%
- 🇫🇷 Euronext Paris0.02%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States5.01%
- 🇨🇳 China0.12%
- 🇩🇪 Germany0.03%
- 🇫🇷 France0.02%
- 🇮🇱 Israel0%
- 🇨🇾 Cyprus0%
Dividends
Dividend Yield
0.03%
2 out of 15 instruments pay dividend.
3 dividend payments in the next 30 days.
Highest Dividend: FranRodenas (1.21%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 FranRodenas | 0.03% | 1.21% | - |
 NVDA | 0% | 0.02% | $0.02 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 AAPL (FranRodenas) | Ex-Dividend | Aug 11, 2025 | $0.26 |
 V (FranRodenas) | Ex-Dividend | Aug 12, 2025 | $0.59 |
AAPL (FranRodenas) | Pay Day | Aug 14, 2025 | $0.26 |
 PG (FranRodenas) | Pay Day | Aug 15, 2025 | $1.06 |
 CAT (FranRodenas) | Pay Day | Aug 20, 2025 | $1.51 |
 MSFT (FranRodenas) | Ex-Dividend | Aug 21, 2025 | $0.83 |
 JNJ (FranRodenas) | Ex-Dividend | Aug 26, 2025 | $1.30 |
 HLT (FranRodenas) | Ex-Dividend | Aug 29, 2025 | $0.15 |
 MCD (FranRodenas) | Ex-Dividend | Sep 2, 2025 | $1.77 |
 PFE (FranRodenas) | Pay Day | Sep 2, 2025 | $0.43 |
V (FranRodenas) | Pay Day | Sep 2, 2025 | $0.59 |
 PEP (FranRodenas) | Ex-Dividend | Sep 5, 2025 | $1.42 |
 GOOG (FranRodenas) | Ex-Dividend | Sep 8, 2025 | $0.21 |
JNJ (FranRodenas) | Pay Day | Sep 9, 2025 | $1.30 |
MSFT (FranRodenas) | Pay Day | Sep 11, 2025 | $0.83 |
GOOG (FranRodenas) | Pay Day | Sep 15, 2025 | $0.21 |
MCD (FranRodenas) | Pay Day | Sep 16, 2025 | $1.77 |
PEP (FranRodenas) | Pay Day | Sep 30, 2025 | $1.42 |
HLT (FranRodenas) | Pay Day | Sep 30, 2025 | $0.15 |
 MC.PA (FranRodenas) | Ex-Dividend | Dec 2, 2025 | $6.47 |
MC.PA (FranRodenas) | Pay Day | Dec 4, 2025 | $6.47 |
Performance Metrics
Score 5.1/10
Beta
0.74
0.74
0
0.8
1.2
0
2
Sharpe Ratio
0.31
0.31
0
0.5
1
1.5
1.5
Sortino Ratio
0.51
0.51
0
1
2
3
3
Jensen's Alpha
2.58
2.58
-2
0
2
4.5
4.5
Omega Ratio
1
1
0
1
1.5
2.5
2.5
Treynor Ratio
1.1
1.1
0
0.75
1.25
2
2
Information Ratio
0
0
0
0.3
0.6
1
1
Calmar Ratio
0.11
0.11
0
0.3
0.6
1
1
Beta
0.74
0.74
0
0.8
1.2
0
2
Sharpe Ratio
0.31
0.31
0
0.5
1
1.5
1.5
Sortino Ratio
0.51
0.51
0
1
2
3
3
Jensen's Alpha
2.58
2.58
-2
0
2
4.5
4.5
Omega Ratio
1
1
0
1
1.5
2.5
2.5
Treynor Ratio
1.1
1.1
0
0.75
1.25
2
2
Information Ratio
0
0
0
0.3
0.6
1
1
Calmar Ratio
0.11
0.11
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
59.62
High:
NVDA
55.96NVDALow:
BA
-13.43BADetails
PEG Ratio
63.9
High:NVDA
68.78NVDALow:
NIO
-78.4NIODetails
Price/Book
51.73
High:NVDA
50.53NVDALow:NIO
-192.84NIODetails
Price/Sales
25.25
High:NVDA
28.79NVDALow:
MFLTY
0MFLTYDetails
Price/CF
35.92
High:BA
40.56BALow:NVDA
35.87NVDADetails
Price/FCF
38.69
High:BA
91.69BALow:NVDA
38.43NVDADetails
P/E Ratio
59.62
High:NVDA
55.96NVDALow:BA
-13.43BADetails
PEG Ratio
63.9
High:NVDA
68.78NVDALow:NIO
-78.4NIODetails
Price/Book
51.73
High:NVDA
50.53NVDALow:NIO
-192.84NIODetails
Price/Sales
25.25
High:NVDA
28.79NVDALow:MFLTY
0MFLTYDetails
Price/CF
35.92
High:BA
40.56BALow:NVDA
35.87NVDADetails
Price/FCF
38.69
High:BA
91.69BALow:NVDA
38.43NVDADetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-58% | Apr 2015 | Dec 2023 | 104 |
-19.48% | Feb 2025 | May 2025 | 3 |
-15.54% | Apr 2024 | Nov 2024 | 7 |
-3.91% | Dec 2024 | Jan 2025 | 1 |