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+1.26%
Today
+15.57%
This Month
+0.72%
Year To Date
+207.81%
2 Years
+410.56%
5 Years
+6.4%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies94.68%
- 💻 Electronic Technology2.28%
- 🖥️ Technology Services0.83%
- 💇♀️ Consumer Services0.63%
- 🏭 Industrial Services0.48%
- 💵 Cash0.35%
- 🛠️ Producer Manufacturing0.19%
- 🍞 Consumer Non Durables0.18%
- 🛍️ Retail Trade0.15%
- 💰 Finance0.15%
- 🚗 Consumer Durables0.07%
- 🧬 Health Technology0.07%
- 📊 ETFs0.06%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency94.68%
- 🇺🇸 Nasdaq2.63%
- 🇺🇸 NYSE2.32%
- 🇭🇰 Hong Kong Exchanges0.06%
- 🇩🇪 FRA0.05%
- 🇫🇷 Euronext Paris0.03%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States4.8%
- 🇨🇳 China0.14%
- 🇩🇪 Germany0.05%
- 🇫🇷 France0.03%
- 🇨🇾 Cyprus0%
Dividends
Dividend Yield
0.03%
21 out of 38 instruments pay dividend.
3 dividend payments in the next 30 days.
Highest Dividend: $PFE (7.38%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 MCD | 0.01% | 2.17% | $6.53 |
 WM | 0.01% | 1.34% | $2.9 |
 CAT | 0% | 1.84% | $5.31 |
 2318.HK | 0% | 5.97% | $2.63 |
 NKE | 0% | 2.69% | $1.45 |
 JNJ | 0% | 3.23% | $4.81 |
 VBR | 0% | 2.27% | - |
 GOOG | 0% | 0.49% | $0.2 |
 MSFT | 0% | 0.83% | $3 |
 MC.PA | 0% | 2.62% | $13 |
 HLT | 0% | 0.27% | $0.6 |
 NVDA | 0% | 0.04% | $0.02 |
 PFE | 0% | 7.38% | $1.66 |
 ADS.DE | 0% | 0.94% | $0.7 |
 META | 0% | 0.37% | $1 |
 JPM | 0% | 2.08% | $4.4 |
 V | 0% | 0.66% | $2.01 |
 AAPL | 0% | 0.48% | $0.97 |
 CRM | 0% | 0.61% | $0.4 |
 BABA | 0% | 0.83% | $0.98 |
 DIS | 0% | 1.11% | $0.75 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
JPM | Pay Day | Apr 30, 2025 | $1.40 |
PFE | Ex-Dividend | May 9, 2025 | $0.43 |
MSFT | Ex-Dividend | May 15, 2025 | $0.83 |
ADS.DE | Ex-Dividend | May 16, 2025 | $2.19 |
CAT | Pay Day | May 20, 2025 | $1.41 |
ADS.DE | Pay Day | May 20, 2025 | $2.19 |
JNJ | Ex-Dividend | May 27, 2025 | $1.30 |
GOOG | Ex-Dividend | Jun 9, 2025 | $0.21 |
JNJ | Pay Day | Jun 10, 2025 | $1.30 |
MSFT | Pay Day | Jun 12, 2025 | $0.83 |
PFE | Pay Day | Jun 13, 2025 | $0.43 |
GOOG | Pay Day | Jun 16, 2025 | $0.21 |
DIS | Ex-Dividend | Jun 24, 2025 | $0.50 |
VBR | Pay Day | Jul 1, 2025 | $1.02 |
DIS | Pay Day | Jul 23, 2025 | $0.50 |
Performance Metrics
Score 4.4/10
Beta
0.75
0.75
0
0.8
1.2
0
2
Sharpe Ratio
0.24
0.24
0
0.5
1
1.5
1.5
Sortino Ratio
0.39
0.39
0
1
2
3
3
Jensen's Alpha
0.76
0.76
-2
0
2
4.5
4.5
Omega Ratio
0.96
0.96
0
1
1.5
2.5
2.5
Treynor Ratio
0.84
0.84
0
0.75
1.25
2
2
Information Ratio
-0.05
-0.05
-1
0.3
0.6
1
1
Calmar Ratio
0.07
0.07
0
0.3
0.6
1
1
Beta
0.75
0.75
0
0.8
1.2
0
2
Sharpe Ratio
0.24
0.24
0
0.5
1
1.5
1.5
Sortino Ratio
0.39
0.39
0
1
2
3
3
Jensen's Alpha
0.76
0.76
-2
0
2
4.5
4.5
Omega Ratio
0.96
0.96
0
1
1.5
2.5
2.5
Treynor Ratio
0.84
0.84
0
0.75
1.25
2
2
Information Ratio
-0.05
-0.05
-1
0.3
0.6
1
1
Calmar Ratio
0.07
0.07
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
33.51
High:
ADS.DE
50.81ADS.DELow:
BA
-10.16BADetails
PEG Ratio
68.15
High:
MSFT
254.57MSFTLow:
NIO
-21.63NIODetails
Price/Book
16.25
High:
AAPL
47.35AAPLLow:
MCD
-59.67MCDDetails
Price/Sales
10.56
High:
NVDA
20.59NVDALow:
MFLTY
0MFLTYDetails
Price/CF
33.92
High:NVDA
54.98NVDALow:
2318.HK
0.812318.HKDetails
Price/FCF
49.75
High:
PFE
468.42PFELow:2318.HK
0.872318.HKDetails
P/E Ratio
33.51
High:ADS.DE
50.81ADS.DELow:BA
-10.16BADetails
PEG Ratio
68.15
High:MSFT
254.57MSFTLow:NIO
-21.63NIODetails
Price/Book
16.25
High:AAPL
47.35AAPLLow:MCD
-59.67MCDDetails
Price/Sales
10.56
High:NVDA
20.59NVDALow:MFLTY
0MFLTYDetails
Price/CF
33.92
High:NVDA
54.98NVDALow:2318.HK
0.812318.HKDetails
Price/FCF
49.75
High:PFE
468.42PFELow:2318.HK
0.872318.HKDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-58% | Apr 2015 | Dec 2023 | 104 |
-19.48% | Feb 2025 | - | 3 |
-15.54% | Apr 2024 | Nov 2024 | 7 |
-3.91% | Dec 2024 | Jan 2025 | 1 |