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-0.23%
Today
+6.37%
This Month
-12.39%
Year To Date
+34.65%
2 Years
+268.98%
5 Years
-3.97%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies33.48%
- 📊 ETFs22.98%
- 🖥️ Technology Services9.45%
- 💻 Electronic Technology9.26%
- 🪨 Non Energy Minerals8.1%
- 💰 Finance7.58%
- 🚗 Consumer Durables3.05%
- 🛍️ Retail Trade1.25%
- 🍞 Consumer Non Durables1.12%
- 📡 Communications0.95%
- 🚚 Transportation0.67%
- ⚡ Utilities0.65%
- 🛠️ Producer Manufacturing0.51%
- 💵 Cash0.42%
- 🧬 Health Technology0.34%
- 🧪 Process Industries0.2%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE38.69%
- 🌍 Digital Currency33.48%
- 🇺🇸 Nasdaq21.92%
- 🇺🇸 Chicago Board Options Exchange3.18%
- 🇭🇰 Hong Kong Exchanges1.25%
- 🇳🇱 Euronext Amsterdam1.08%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States29.74%
- 🇨🇦 Canada3.66%
- 🇳🇱 Netherlands1.81%
- 🇨🇳 China1.25%
- 🇦🇺 Australia1.24%
- 🇰🇾 Cayman Islands0.97%
- 🇸🇬 Singapore0.67%
- 🇬🇧 United Kingdom0.56%
- 🇹🇼 Taiwan0.56%
- 🇨🇭 Switzerland0.34%
Dividends
Dividend Yield
0.64%
24 out of 82 instruments pay dividend.
3 dividend payments in the next 30 days.
Highest Dividend: $BHP (5.04%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 DJP | 0.09% | 3.69% | - |
 BHP | 0.06% | 5.04% | $3.01 |
 GDXJ | 0.06% | 1.95% | - |
 VBR | 0.06% | 2.27% | - |
 JNUG | 0.05% | 1.96% | - |
 URA | 0.05% | 3.36% | - |
 XLE | 0.03% | 3.06% | - |
 GDX | 0.03% | 0.88% | - |
 NKE | 0.03% | 2.7% | $1.45 |
 2899.HK | 0.03% | 2.27% | $0.27 |
 NEM | 0.02% | 1.89% | $1.3 |
 NEE | 0.02% | 3.17% | $1.97 |
 GOLD.BARRICK | 0.02% | 2.04% | $0.4 |
 PAAS | 0.02% | 1.53% | $0.4 |
 FCX | 0.01% | 1.62% | $0.6 |
 MSFT | 0.01% | 0.82% | $3 |
 ASML.NV | 0.01% | 1.09% | $6.1 |
 KGC | 0.01% | 0.8% | $0.12 |
 TSM | 0.01% | 1.24% | $1.74 |
 CRM | 0% | 0.61% | $0.4 |
 ASML | 0% | 0.86% | $5.57 |
 SOXL | 0% | 2.21% | - |
 CCJ | 0% | 0.25% | $0.09 |
 NVDA | 0% | 0.04% | $0.02 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
FCX | Pay Day | May 1, 2025 | $0.15 |
ASML | Pay Day | May 6, 2025 | $1.92 |
ASML.NV | Pay Day | May 6, 2025 | $2.10 |
MSFT | Ex-Dividend | May 15, 2025 | $0.83 |
NEM | Ex-Dividend | May 27, 2025 | $0.25 |
MSFT | Pay Day | Jun 12, 2025 | $0.83 |
TSM | Ex-Dividend | Jun 12, 2025 | $0.68 |
NEM | Pay Day | Jun 20, 2025 | $0.25 |
VBR | Pay Day | Jul 1, 2025 | $0.00 |
TSM | Pay Day | Jul 10, 2025 | $0.68 |
GDX | Pay Day | Dec 24, 2025 | $0.00 |
GDXJ | Pay Day | Dec 24, 2025 | $1.11 |
Performance Metrics
Score 3.5/10
Beta
1.53
1.53
0
0.8
1.2
0
2
Sharpe Ratio
0.21
0.21
0
0.5
1
1.5
1.5
Sortino Ratio
0.36
0.36
0
1
2
3
3
Jensen's Alpha
-0.88
-0.88
-2
0
2
4.5
4.5
Omega Ratio
1.06
1.06
0
1
1.5
2.5
2.5
Treynor Ratio
0.75
0.75
0
0.75
1.25
2
2
Information Ratio
0.07
0.07
0
0.3
0.6
1
1
Calmar Ratio
-0.05
-0.05
-1
0.3
0.6
1
1
Beta
1.53
1.53
0
0.8
1.2
0
2
Sharpe Ratio
0.21
0.21
0
0.5
1
1.5
1.5
Sortino Ratio
0.36
0.36
0
1
2
3
3
Jensen's Alpha
-0.88
-0.88
-2
0
2
4.5
4.5
Omega Ratio
1.06
1.06
0
1
1.5
2.5
2.5
Treynor Ratio
0.75
0.75
0
0.75
1.25
2
2
Information Ratio
0.07
0.07
0
0.3
0.6
1
1
Calmar Ratio
-0.05
-0.05
-1
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
31.52
High:
PLTR
606.29PLTRLow:
GRAB
-178.28GRABDetails
PEG Ratio
105.35
High:
FCX
1,577.97FCXLow:
MDB
-342.46MDBDetails
Price/Book
7.66
High:
APP
88.92APPLow:
BBAI
-241.87BBAIDetails
Price/Sales
9.09
High:
ASTS
1,093.5ASTSLow:
ASPN
1.02ASPNDetails
Price/CF
34.38
High:
MSTR
7,511.07MSTRLow:
NU
4.55NUDetails
Price/FCF
62.1
High:
NEE
2,356.18NEELow:NU
5.19NUDetails
P/E Ratio
31.52
High:PLTR
606.29PLTRLow:GRAB
-178.28GRABDetails
PEG Ratio
105.35
High:FCX
1,577.97FCXLow:MDB
-342.46MDBDetails
Price/Book
7.66
High:APP
88.92APPLow:BBAI
-241.87BBAIDetails
Price/Sales
9.09
High:ASTS
1,093.5ASTSLow:ASPN
1.02ASPNDetails
Price/CF
34.38
High:MSTR
7,511.07MSTRLow:NU
4.55NUDetails
Price/FCF
62.1
High:NEE
2,356.18NEELow:NU
5.19NUDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-92.18% | Jan 2018 | - | 88 |